Broadleaf Partners, LLC
Filing Date
Global Rank
#3,239
/ 8,586
▼ 161
Top Industry
Semiconductors
15.9%
3Y Alpha vs SPY
-2.9%
Period ended 3 months ago
Filed May 14, 2026 · 33d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.3%
SPY
+78.1%
Annualised alpha
-2.8%
Max drawdown
−24.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
63 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.4%
+0.2 pts
Top 5
34.2%
−0.6 pts
Top 10
54.4%
+1.6 pts
HHI
416
Diversified+6
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 42.5% | $143,866,078 |
| Industrials | 13.5% | $45,822,106 |
| Consumer Cyclical | 12.1% | $40,839,228 |
| Communication Services | 10.0% | $33,981,062 |
| Financial Services | 9.8% | $33,059,789 |
| Healthcare | 5.9% | $19,901,189 |
| Consumer Defensive | 4.6% | $15,581,971 |
| Unclassified | 1.2% | $4,018,545 |
| Energy | 0.3% | $916,548 |
| Utilities | 0.2% | $625,659 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NFLX | Netflix Inc | +27,106 | 122,297 | $11,758,856 | |
| GLD | Spdr Gold Trust | +3,180 | 4,364 | $1,877,785 | |
| LLY | ELI LILLY & Co | +2,841 | 9,092 | $8,362,548 | |
| AVGO | Broadcom Inc. | +1,968 | 53,322 | $16,503,692 | |
| APP | AppLovin Corp | +1,843 | 9,690 | $3,856,620 | |
| COST | Costco Wholesale Corp /New | +1,783 | 14,449 | $14,397,417 | |
| JNJ | Johnson & Johnson | +378 | 7,726 | $1,888,543 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ORCL | Oracle Corp | −43,437 | 2,149 | $316,139 | |
| NVDA | Nvidia Corp | −6,098 | 182,032 | $31,746,380 | |
| ARM | Arm Holdings PLC /Uk | −6,048 | 33,761 | $5,107,364 | |
| GS | Goldman Sachs Group Inc | −5,141 | 12,540 | $10,608,714 | |
| AMZN | Amazon Com Inc | −4,502 | 105,095 | $21,888,135 | |
| ANET | Arista Networks, Inc. | −3,929 | 91,447 | $11,227,862 | |
| AAPL | Apple Inc. | −2,874 | 91,302 | $23,171,534 | |
| UBER | Uber Technologies, Inc | −2,852 | 92,189 | $6,631,154 | |
| VRT | Vertiv Holdings Co | −2,298 | 67,198 | $16,838,474 | |
| CTAS | Cintas Corp | −1,757 | 44,106 | $7,460,088 | |
| MSFT | Microsoft Corp | −1,675 | 59,410 | $21,991,799 | |
| NOW | ServiceNow, Inc. | −1,623 | 56,002 | $5,855,009 | |
| SHOP | Shopify Inc. | −1,552 | 38,353 | $4,549,432 | |
| JPM | Jpmorgan Chase & Co | −1,303 | 38,456 | $11,312,216 | |
| PLTR | Palantir Technologies Inc. | −1,269 | 59,739 | $8,738,620 | |
| DDOG | Datadog, Inc. | −1,232 | 38,062 | $4,493,219 | |
| TSLA | Tesla, Inc. | −825 | 21,458 | $7,977,011 | |
| META | Meta Platforms, Inc. | −770 | 25,292 | $14,470,311 | |
| GOOGL | Alphabet Inc. | −648 | 2,472 | $710,848 | |
| PWR | Quanta Services, Inc. | −627 | 16,333 | $8,967,143 | |
| TXRH | Texas Roadhouse, Inc. | −600 | 16,877 | $2,787,067 | |
| ISRG | Intuitive Surgical Inc | −553 | 18,187 | $8,384,025 | |
| PANW | Palo Alto Networks Inc | −526 | 17,317 | $2,776,261 | |
| MA | Mastercard Inc | −513 | 16,769 | $8,378,798 | |
| URI | United Rentals, Inc. | −344 | 9,943 | $7,244,072 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| UTHR | UNITED THERAPEUTICS Corp | 9,282 | $4,522,654 | |
| No positions match the current search. | ||||
15 positions ·
$143,866,078 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IBM |
International Business Machines Corp
Technology
|
Reduced | 914 | $221,544 | 0.15% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 2,149 | $316,139 | 0.22% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 6,909 | $536,069 | 0.37% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 17,317 | $2,776,261 | 1.93% | |
| DDOG |
Datadog, Inc.
Technology
|
Reduced | 38,062 | $4,493,219 | 3.12% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 38,353 | $4,549,432 | 3.16% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
Reduced | 33,761 | $5,107,364 | 3.55% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 56,002 | $5,855,009 | 4.07% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 92,189 | $6,631,154 | 4.61% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 59,739 | $8,738,620 | 6.07% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 91,447 | $11,227,862 | 7.80% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 53,322 | $16,503,692 | 11.47% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 59,410 | $21,991,799 | 15.29% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 91,302 | $23,171,534 | 16.11% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 182,032 | $31,746,380 | 22.07% |