Broadleaf Partners, LLC
CIK 1712686
13F filing for Q2 2026・No. 3,820
- Holdings
- US$516.56M
- Quarter change
- +US$87.66M
- Entries
- 86
- Net bought (estimate)
- +US$23.88M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 14
- Sold out 12
- Cut 23
- Added 27
- Corporate actions 0
- Unchanged 22
Largest holdings
86 stocks worth US$516.56M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 180,057 | US$36.03M | 6.97% |
| GOOGAlphabet Inc. Class CCOM | Added | 98,432 | US$34.78M | 6.73% |
| AAPLAppleCOM | Added | 93,535 | US$27.07M | 5.24% |
| AMZNAmazonCOM | Added | 105,103 | US$25.05M | 4.85% |
| Schwab International Equity ETETF | Added | 895,562 | US$24.81M | 4.80% |
| LLYEli Lilly & CoCOM | Added | 17,036 | US$20.43M | 3.96% |
| AVGOBroadcomCOM | Cut | 49,924 | US$18.86M | 3.65% |
| VRTVertiv Holdings Co Class ACOM | Cut | 46,774 | US$15.66M | 3.03% |
| MSFTMicrosoftCOM | Cut | 41,425 | US$15.45M | 2.99% |
| ANETArista Networks Inc.COM | Cut | 86,097 | US$14.63M | 2.83% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.