Broadleaf Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Broadleaf Partners, Llc disclosed 60 stock positions valued at approximately $516.56M as of quarter-end June 30, 2026. The largest holdings include Apple Inc., Amazon.com Inc., and Schwab International Equity ET.
- Report Period
- June 30, 2026
- No. of Stocks
- 60
- Portfolio Value
- $516.56M
Holdings by Sector
Broadleaf Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | Technology | 5.24% | 93,535 | +2,233 | +2.45% | $27,065,288 |
| Amazon.com Inc. | AMZN | Consumer Cyclical | 4.85% | 105,103 | +8 | +0.01% | $25,050,249 |
| Schwab International Equity ET | SCHF | Other | 4.80% | 895,562 | +20,697 | +2.37% | $24,807,077 |
| Eli Lilly & Co | LLY | Healthcare | 3.96% | 17,036 | +7,944 | +87.37% | $20,433,489 |
| Broadcom Inc. | AVGO | Technology | 3.65% | 49,924 | -3,398 | -6.37% | $18,858,791 |
| Microsoft Corp. | MSFT | Technology | 2.99% | 41,425 | -17,985 | -30.27% | $15,452,353 |
| Arista Networks Inc. | ANET | Other | 2.83% | 86,097 | -5,350 | -5.85% | $14,626,158 |
| Marvell Technology Inc | MRVL | Technology | 2.72% | 47,243 | +47,243 | +100.00% | $14,073,217 |
| Taiwan Semiconductor ADR | TSM | Technology | 2.41% | 26,112 | +26,112 | +100.00% | $12,470,308 |
| Arm Holdings PLC - ADR | ARM | Technology | 2.37% | 34,484 | +723 | +2.14% | $12,226,992 |
| Quanta Services Inc | PWR | Industrials | 2.35% | 16,862 | +529 | +3.24% | $12,141,314 |
| United Rentals Inc. | URI | Industrials | 2.24% | 10,196 | +253 | +2.54% | $11,550,946 |
| Micron Technology | MU | Technology | 2.15% | 9,622 | +9,622 | +100.00% | $11,106,578 |
| Schwab US Large Cap Growth ETF | SCHG | Other | 2.12% | 324,195 | +10,052 | +3.20% | $10,970,759 |
| KLA Corp | KLAC | Technology | 1.83% | 31,302 | +31,302 | +100.00% | $9,444,126 |
| GE Vernova Inc | GEV | Utilities | 1.77% | 7,791 | +7,791 | +100.00% | $9,153,334 |
| Applovin Corp - Class A | APP | Technology | 1.75% | 17,545 | +7,855 | +81.06% | $9,039,710 |
| Charles Schwab US MC ETF | SCHM | Other | 1.62% | 226,927 | +4,419 | +1.99% | $8,366,798 |
| Fidelity Blue Chip Growth ETF | FBCG | Other | 1.44% | 119,988 | +2,683 | +2.29% | $7,452,455 |
| Palantir Technologies Inc-A | PLTR | Technology | 1.22% | 54,115 | -5,624 | -9.41% | $6,313,597 |
| Bloom Energy | BE | Industrials | 1.08% | 18,475 | +18,475 | +100.00% | $5,592,382 |
| ASML Holding NV- ADR | ASML | Other | 1.01% | 2,612 | +2,612 | +100.00% | $5,196,417 |
| Vanguard Value ETF | VTV | Other | 0.92% | 21,796 | +400 | +1.87% | $4,750,002 |
| Schwab US Small Cap ETF | SCHA | Other | 0.84% | 119,969 | +1,730 | +1.46% | $4,334,480 |
| Pacer US Cash Cows 100 ETF | COWZ | Other | 0.66% | 54,491 | +2,427 | +4.66% | $3,389,340 |
| Texas Roadhouse Class A | TXRH | Consumer Cyclical | 0.64% | 17,196 | +319 | +1.89% | $3,322,783 |
| IShares Russell Mid Cap Growth | IWP | Other | 0.58% | 20,519 | +700 | +3.53% | $3,004,187 |
| Invesco QQQ Trust | QQQ | Other | 0.54% | 3,815 | +106 | +2.86% | $2,809,366 |
| Ball Corp | BALL | Consumer Cyclical | 0.39% | 32,116 | -7,080 | -18.06% | $2,004,038 |
| Johnson & Johnson | JNJ | Healthcare | 0.36% | 7,326 | -400 | -5.18% | $1,860,584 |
Showing 30 of 60 holdings in the latest reporting period.