13F Insight
DOSSIER · 13F-HR · Q2 2026

Broadleaf Partners, LLC

$517M in tracked AUM across 86 positions as of Q2 2026.

BP
CIK 0001712686 · last filed Jun 30, 2026
Total AUM
$517M
as of Q2 2026
Holdings
86
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Broadleaf Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
Nvidia Corp.
$36M180K7.0%02
GOOG
Alphabet Inc. Class C
$35M98K6.7%03
AAPL
Apple Inc.
$27M94K5.2%04
AMZN
Amazon.com Inc.
$25M105K4.8%05
SCHF
Schwab International Equity ET
$25M896K4.8%06
LLY
Eli Lilly & Co
$20M17K4.0%07
AVGO
Broadcom Inc.
$19M50K3.7%08
VRT
Vertiv Holdings Co Class A
$16M47K3.0%09
MSFT
Microsoft Corp.
$15M41K3.0%10
ANET
Arista Networks Inc.
$15M86K2.8%

Filing history

2026Q2Jun 30
$517M▲ 20.4%
86 positionsView →2026Q1Mar 31
$429M▼ 9.6%
84 positionsView →2025Q4Dec 31
$474M▼ 1.1%
82 positionsView →2025Q3Sep 30
$480M▲ 5.6%
80 positionsView →2025Q2Jun 30
$454M▲ 18.9%
82 positionsLocked2025Q1Mar 31
$382M▼ 10.8%
79 positionsLocked2024Q4Dec 31
$428M▲ 1.3%
77 positionsLocked2024Q3Sep 30
$423M▲ 2.3%
79 positionsLocked2024Q2Jun 30
$413M▲ 5.9%
75 positionsLocked2024Q1Mar 31
$390M▲ 14.4%
80 positionsLocked2023Q4Dec 31
$341M▲ 13.9%
82 positionsLocked2023Q3Sep 30
$299M▼ 2.3%
72 positionsLocked
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