Broadleaf Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Broadleaf Partners, LLC reported 86 stock positions worth $516.6 million. Its top holding was Nvidia (NVDA) at 7.0% of the portfolio, followed by Alphabet Class C (GOOG, 6.7%) and Apple (AAPL, 5.2%). Compared with Q1 2026, it opened 14 new positions, sold out of 12, added to 27 and reduced 23. The biggest buy was a new position in Marvell Technology (MRVL) and the biggest sale an exit from Netflix (NFLX).
- Most Recent 13F
- Q2 2026
- Location
- Hudson, OH
- CIK
- 0001712686
- Portfolio Value
- $516.6M (Q2 2026)
- SEC Filing
- 0001193125-26-347796 ↗ filed Aug 13, 2026
Holdings Value
Holdings 86 stocks · $516.6M
| NVDA Nvidia Corp. | 6.97% | 180,057 | $36.0M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 6.73% | 98,432 | $34.8M | Add +22.6% |
| AAPL Apple Inc. | 5.24% | 93,535 | $27.1M | Add +2.5% |
| AMZN Amazon.com Inc. | 4.85% | 105,103 | $25.1M | Add +0.0% |
| SCHF Schwab Intl Equity ETF | 4.80% | 895,562 | $24.8M | Add +2.4% |
| LLY Eli Lilly & Co. | 3.96% | 17,036 | $20.4M | Add +87.4% |
| AVGO Broadcom Inc. | 3.65% | 49,924 | $18.9M | Reduce -6.4% |
| VRT Vertiv Holdings Co. Class A | 3.03% | 46,774 | $15.7M | Reduce -30.4% |
| MSFT Microsoft Corp. | 2.99% | 41,425 | $15.5M | Reduce -30.3% |
| ANET Arista Networks Inc. | 2.83% | 86,097 | $14.6M | Reduce -5.8% |
| MRVL Marvell Technology Inc. | 2.72% | 47,243 | $14.1M | New |
| META Meta Platforms Inc. Class A | 2.70% | 24,735 | $13.9M | Reduce -2.2% |
| TSLA Tesla Inc. | 2.60% | 31,933 | $13.4M | Add +48.8% |
| GS Goldman Sachs Group Inc. | 2.52% | 12,889 | $13.0M | Add +2.8% |
| JPM JPMorgan Chase & Co. | 2.49% | 39,360 | $12.9M | Add +2.4% |
| TSM Taiwan Semiconductor-SP ADR | 2.41% | 26,112 | $12.5M | New |
| ARM Arm Holdings PLC-ADR | 2.37% | 34,484 | $12.2M | Add +2.1% |
| PWR Quanta Services Inc. | 2.35% | 16,862 | $12.1M | Add +3.2% |
| URI United Rentals Inc. | 2.24% | 10,196 | $11.6M | Add +2.5% |
| MU Micron Technology Inc. | 2.15% | 9,622 | $11.1M | New |
| SCHG Schwab US Large-Cap Growth | 2.12% | 324,195 | $11.0M | Add +3.2% |
| COST Costco Wholesale Corp. | 2.07% | 11,430 | $10.7M | Reduce -20.9% |
| DDOG Datadog Inc. Class A | 1.97% | 39,002 | $10.2M | Add +2.5% |
| KLAC KLA Corp. | 1.83% | 31,302 | $9.4M | New |
| GEV GE Vernova Inc. | 1.77% | 7,791 | $9.2M | New |
| APP AppLovin Corp. Class A | 1.75% | 17,545 | $9.0M | Add +81.1% |
| SCHM Schwab US Mid Cap ETF | 1.62% | 226,927 | $8.4M | Add +2.0% |
| FBCG Fidelity Blue Chip Grow ETF | 1.44% | 119,988 | $7.5M | Add +2.3% |
| UTHR United Therapeutics Corp. | 1.38% | 13,117 | $7.1M | Add +46.0% |
| MA Mastercard Inc. Class A | 1.26% | 12,715 | $6.5M | Reduce -24.2% |
| PLTR Palantir Technologies Inc. Class A | 1.22% | 54,115 | $6.3M | Reduce -9.4% |
| BE Bloom Energy Corp. Class A | 1.08% | 18,475 | $5.6M | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.01% | 2,612 | $5.2M | New |
| ISRG Intuitive Surgical Inc. | 0.94% | 12,225 | $4.9M | Reduce -32.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.92% | 21,796 | $4.8M | Add +1.9% |
| SCHA Schwab US Small-Cap ETF | 0.84% | 119,969 | $4.3M | Add +1.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.66% | 54,491 | $3.4M | Add +4.7% |
| TXRH Texas Roadhouse Inc. | 0.64% | 17,196 | $3.3M | Add +1.9% |
| IWP iShares Russell Mid-Cap Grow | 0.58% | 20,519 | $3.0M | Add +3.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.54% | 3,815 | $2.8M | Add +2.9% |
| BALL Ball Corp. | 0.39% | 32,116 | $2.0M | Reduce -18.1% |
| JNJ Johnson & Johnson | 0.36% | 7,326 | $1.9M | Reduce -5.2% |
| SYM Symbotic Inc. | 0.33% | 37,978 | $1.7M | New |
| GLD SPDR Gold Shares | 0.32% | 4,529 | $1.7M | Add +3.8% |
| ABBV Abbvie Inc. | 0.23% | 4,787 | $1.2M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 2,340 | $1.2M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 0.17% | 2,468 | $882K | Reduce -0.2% |
| PG The Procter & Gamble Co. | 0.16% | 5,553 | $814K | No change |
| CSCO Cisco Systems Inc. | 0.16% | 6,909 | $812K | No change |
| CAT Caterpillar Inc. | 0.14% | 670 | $713K | Reduce -9.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 1,651 | $611K | Reduce -21.1% |
| SCHB Schwab US Broad Market ETF | 0.12% | 21,055 | $610K | Add +5.4% |
| MS Morgan Stanley | 0.11% | 2,719 | $568K | No change |
| MCO Moody's Corp. | 0.09% | 1,020 | $462K | No change |
| NOC Northrop Grumman Corp. | 0.09% | 893 | $455K | No change |
| XOM Exxon Mobil Corp. | 0.09% | 3,324 | $454K | Reduce -0.3% |
| KBWB Invesco KBW Bank ETF | 0.09% | 4,841 | $450K | No change |
| HD Home Depot Inc. | 0.09% | 1,268 | $447K | No change |
| XLK SS Technology Select Sector | 0.08% | 2,280 | $434K | No change |
| INTC Intel Corp. | 0.08% | 3,010 | $420K | New |
| VWO Vanguard Ftse Emerging Marke | 0.07% | 6,131 | $366K | No change |
| PEP Pepsico Inc. | 0.06% | 2,458 | $333K | Reduce -0.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.06% | 7,238 | $328K | No change |
| UNP Union Pacific Corp. | 0.06% | 1,200 | $326K | No change |
| MCD McDonald's Corp. | 0.06% | 1,181 | $319K | No change |
| XLY SS Consumer Disc Select Sect | 0.06% | 2,632 | $309K | No change |
| HBAN Huntington Bancshares Inc. | 0.06% | 16,990 | $301K | Reduce -9.7% |
| IWF iShares Russell 1000 Growth | 0.06% | 2,411 | $299K | Add +0.6% |
| ORCL Oracle Corp. | 0.06% | 2,018 | $296K | Reduce -6.1% |
| ITW Illinois Tool Works | 0.05% | 1,043 | $282K | No change |
| CVX Chevron Corp. | 0.05% | 1,696 | $281K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 2,898 | $279K | Reduce -0.3% |
| NSC Norfolk Southern Corp. | 0.05% | 861 | $271K | No change |
| SCHD Schwab US DVD Equity ETF | 0.05% | 8,377 | $266K | Add +4.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 912 | $256K | Reduce -0.2% |
| SCHW Schwab (charles) Corp. | 0.05% | 2,640 | $244K | No change |
| CTAS Cintas Corp. | 0.05% | 1,409 | $240K | Reduce -96.8% |
| CMCSA Comcast Corp. Class A | 0.04% | 9,020 | $221K | No change |
| ECHO Echostar Corp. Class A | 0.04% | 2,168 | $220K | No change |
| IBB iShares Biotechnology ETF | 0.04% | 1,133 | $215K | New |
| XLI SS Industrial Select Sector | 0.04% | 1,154 | $214K | New |
| IVV iShares Core S&P 500 ETF | 0.04% | 282 | $211K | New |
| NEE Nextera Energy Inc. | 0.04% | 2,400 | $211K | No change |
| XLC SS Comm Select Sector SPDR | 0.04% | 1,924 | $206K | No change |
| CB Chubb Ltd. | 0.04% | 601 | $205K | New |
| First Atlantic Nickel & Cobalt | 0.00% | 12,075 | $7K | New |
Portfolio Sells Q1 2026 → Q2 2026
| NFLX Netflix Inc. | Sold out | 0.00% | −2.74 |
| MSFT Microsoft Corp. | Reduce -30.3% | 2.99% | −2.14 |
| CTAS Cintas Corp. | Reduce -96.8% | 0.05% | −1.69 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −1.55 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −1.37 |
| COST Costco Wholesale Corp. | Reduce -20.9% | 2.07% | −1.29 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −1.19 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −1.06 |
| ISRG Intuitive Surgical Inc. | Reduce -32.8% | 0.94% | −1.01 |
| VRT Vertiv Holdings Co. Class A | Reduce -30.4% | 3.03% | −0.89 |
| PLTR Palantir Technologies Inc. Class A | Reduce -9.4% | 1.22% | −0.82 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.79 |
| MA Mastercard Inc. Class A | Reduce -24.2% | 1.26% | −0.69 |
| META Meta Platforms Inc. Class A | Reduce -2.2% | 2.70% | −0.68 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.65 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.56 |
| NVDA Nvidia Corp. | Reduce -1.1% | 6.97% | −0.43 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.32 |
| AVGO Broadcom Inc. | Reduce -6.4% | 3.65% | −0.20 |
| BALL Ball Corp. | Reduce -18.1% | 0.39% | −0.15 |
| FE Firstenergy Corp. | Sold out | 0.00% | −0.09 |
| JNJ Johnson & Johnson | Reduce -5.2% | 0.36% | −0.08 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.05 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -0.3% | 0.09% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -21.1% | 0.12% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 0.23% | −0.04 |
| PEP Pepsico Inc. | Reduce -0.2% | 0.06% | −0.02 |
| ORCL Oracle Corp. | Reduce -6.1% | 0.06% | −0.02 |
| DIS The Walt Disney Co. | Reduce -0.3% | 0.05% | −0.01 |
| HBAN Huntington Bancshares Inc. | Reduce -9.7% | 0.06% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -0.2% | 0.05% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 0.17% | +0.01 |
| CAT Caterpillar Inc. | Reduce -9.5% | 0.14% | +0.02 |
| ANET Arista Networks Inc. | Reduce -5.8% | 2.83% | +0.21 |
Portfolio Buys Q1 2026 → Q2 2026
| MRVL Marvell Technology Inc. | New | 2.72% | +2.72 |
| TSM Taiwan Semiconductor-SP ADR | New | 2.41% | +2.41 |
| MU Micron Technology Inc. | New | 2.15% | +2.15 |
| LLY Eli Lilly & Co. | Add +87.4% | 3.96% | +2.01 |
| KLAC KLA Corp. | New | 1.83% | +1.83 |
| GEV GE Vernova Inc. | New | 1.77% | +1.77 |
| GOOG Alphabet Inc. Class C | Add +22.6% | 6.73% | +1.36 |
| ARM Arm Holdings PLC-ADR | Add +2.1% | 2.37% | +1.18 |
| BE Bloom Energy Corp. Class A | New | 1.08% | +1.08 |
| ASML ASML Holding NV-NY Reg SHS | New | 1.01% | +1.01 |
| DDOG Datadog Inc. Class A | Add +2.5% | 1.97% | +0.92 |
| APP AppLovin Corp. Class A | Add +81.1% | 1.75% | +0.85 |
| TSLA Tesla Inc. | Add +48.8% | 2.60% | +0.74 |
| URI United Rentals Inc. | Add +2.5% | 2.24% | +0.55 |
| SYM Symbotic Inc. | New | 0.33% | +0.33 |
| PWR Quanta Services Inc. | Add +3.2% | 2.35% | +0.26 |
| UTHR United Therapeutics Corp. | Add +46.0% | 1.38% | +0.13 |
| INTC Intel Corp. | New | 0.08% | +0.08 |
| FBCG Fidelity Blue Chip Grow ETF | Add +2.3% | 1.44% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +2.8% | 2.52% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.9% | 0.54% | +0.04 |
| IBB iShares Biotechnology ETF | New | 0.04% | +0.04 |
| XLI SS Industrial Select Sector | New | 0.04% | +0.04 |
| IVV iShares Core S&P 500 ETF | New | 0.04% | +0.04 |
| CB Chubb Ltd. | New | 0.04% | +0.04 |
| SCHA Schwab US Small-Cap ETF | Add +1.5% | 0.84% | +0.04 |
| SCHM Schwab US Mid Cap ETF | Add +2.0% | 1.62% | +0.01 |
| First Atlantic Nickel & Cobalt | New | 0.00% | +0.00 |
| SCHB Schwab US Broad Market ETF | Add +5.4% | 0.12% | +0.00 |
| IWF iShares Russell 1000 Growth | Add +0.6% | 0.06% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Add +4.0% | 0.05% | −0.01 |
| TXRH Texas Roadhouse Inc. | Add +1.9% | 0.64% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Add +3.2% | 2.12% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Add +3.5% | 0.58% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.9% | 0.92% | −0.06 |
| COWZ Pacer US Cash Cows 100 ETF | Add +4.7% | 0.66% | −0.10 |
| GLD SPDR Gold Shares | Add +3.8% | 0.32% | −0.11 |
| JPM JPMorgan Chase & Co. | Add +2.4% | 2.49% | −0.14 |
| AAPL Apple Inc. | Add +2.5% | 5.24% | −0.16 |
| SCHF Schwab Intl Equity ETF | Add +2.4% | 4.80% | −0.25 |
| AMZN Amazon.com Inc. | Add +0.0% | 4.85% | −0.25 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 86 | $516.6M | NVDA, GOOG, AAPL, AMZN, SCHF |
| Q1 2026 | 84 | $428.9M | NVDA, AAPL, GOOG, MSFT, AMZN |
| Q4 2025 | 82 | $474.2M | NVDA, MSFT, GOOG, AAPL, AMZN |
| Q3 2025 | 80 | $479.7M | NVDA, MSFT, AMZN, AAPL, GOOG |
| Q2 2025 | 82 | $454.2M | MSFT, NVDA, AMZN, AAPL, META |
| Q1 2025 | 79 | $381.9M | AAPL, MSFT, AMZN, NVDA, SCHF |
| Q4 2024 | 77 | $428.1M | NVDA, AAPL, MSFT, AMZN, META |
| Q3 2024 | 79 | $422.7M | AAPL, MSFT, NVDA, AMZN, META |
| Q2 2024 | 75 | $413.3M | NVDA, MSFT, AAPL, AMZN, META |
| Q1 2024 | 80 | $390.2M | MSFT, NVDA, AMZN, META, SCHF |