Institutional
Broadleaf Partners, LLC
CIK 0001712686
$428.9M
Reported AUM
84
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · Broadleaf Partners, LLC · Q1 2026
AI · grounded in 13F
Broadleaf Partners, LLC reduced its position in Oracle Corp by 95.29%. The fund increased its stake in LLY by 45.45% and added 28.48% more shares of Netflix Inc. Other activity included a 29.08% reduction in Goldman Sachs Group, Inc. and a 14.08% increase in Costco Wholesale Co.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | Nvidia Corp. | — | — | — | — | $31.7M | 7.40% | — | HELD |
| 2 | AAPL | Apple Inc. | $333.60 | -1.36% | 65.41% | 124.96% | $23.2M | 5.40% | — | HELD |
| 3 | — | Alphabet Inc. Class C | — | — | — | — | $23.0M | 5.37% | — | HELD |
| 4 | MSFT | Microsoft Corp. | $451.14 | 15.52% | -13.24% | 55.41% | $22.0M | 5.13% | — | HELD |
| 5 | AMZN | Amazon.com Inc. | $235.66 | 3.98% | 5.54% | 30.60% | $21.9M | 5.10% | — | HELD |
| 6 | SCHF | Schwab International Equity ET | $27.59 | 3.18% | 27.58% | 55.74% | $21.7M | 5.05% | — | HELD |
| 7 | — | Vertiv Holdings Co Class A | — | — | — | — | $16.8M | 3.93% | — | HELD |
| 8 | AVGO | Broadcom Inc. | $388.15 | 4.81% | 34.78% | 753.17% | $16.5M | 3.85% | — | HELD |
| 9 | — | Meta Platforms Inc Class A | — | — | — | — | $14.5M | 3.37% | — | HELD |
| 10 | — | Costco Wholesale Co. | — | — | — | — | $14.4M | 3.36% | — | HELD |
| 11 | — | Netflix Inc. | — | — | — | — | $11.8M | 2.74% | — | HELD |
| 12 | — | JP Morgan Chase & Co | — | — | — | — | $11.3M | 2.64% | — | HELD |
| 13 | ANET | Arista Networks Inc. | $171.02 | 8.26% | 34.36% | 583.98% | $11.2M | 2.62% | — | HELD |
| 14 | — | Goldman Sachs Group, Inc. | — | — | — | — | $10.6M | 2.47% | — | HELD |
| 15 | SCHG | Schwab US Large Cap Growth ETF | $33.79 | 1.65% | 14.36% | 75.82% | $9.2M | 2.13% | — | HELD |
| 16 | QURE | Quanta Services Inc | $42.19 | 5.29% | 201.90% | 42.57% | $9.0M | 2.09% | — | HELD |
| 17 | PLTR | Palantir Technologies Inc-A | $122.26 | -0.60% | -20.27% | 366.97% | $8.7M | 2.04% | — | HELD |
| 18 | — | Intuitive Surgical | — | — | — | — | $8.4M | 1.95% | — | HELD |
| 19 | — | Mastercard Inc Class A | — | — | — | — | $8.4M | 1.95% | — | HELD |
| 20 | LLY | Eli Lilly & Co | $1155.56 | -4.50% | 54.61% | 373.33% | $8.4M | 1.95% | — | HELD |
| 21 | — | Tesla Inc. | — | — | — | — | $8.0M | 1.86% | — | HELD |
| 22 | CTAS | Cintas Group | $206.79 | -4.50% | -5.17% | 119.77% | $7.5M | 1.74% | — | HELD |
| 23 | URI | United Rentals Inc. | $1068.63 | 1.28% | 23.77% | 210.26% | $7.2M | 1.69% | — | HELD |
| 24 | SCHM | Charles Schwab US MC ETF | $34.79 | 1.90% | 24.62% | 39.94% | $6.9M | 1.61% | — | HELD |
| 25 | — | Uber Technologies Inc. | — | — | — | — | $6.6M | 1.55% | — | HELD |
| 26 | FBCG | Fidelity Blue Chip Growth ETF | $59.10 | 2.93% | 20.28% | 72.81% | $5.9M | 1.37% | — | HELD |
| 27 | — | Service Now Inc | — | — | — | — | $5.9M | 1.37% | — | HELD |
| 28 | — | United Therapeutics Corp. | — | — | — | — | $5.3M | 1.24% | — | HELD |
| 29 | ARM | Arm Holdings PLC - ADR | $241.54 | 7.40% | 63.46% | 356.26% | $5.1M | 1.19% | — | HELD |
| 30 | BKNG | Booking Holdings Inc | $193.24 | -4.00% | -5.78% | 123.48% | $5.1M | 1.19% | — | HELD |
| 31 | SHOP | Shopify Inc. Class A | $122.40 | -5.24% | — | — | $4.5M | 1.06% | — | HELD |
| 32 | — | Datadog Inc Class A | — | — | — | — | $4.5M | 1.05% | — | HELD |
| 33 | VTV | Vanguard Value ETF | $220.54 | 0.34% | — | — | $4.2M | 0.98% | — | HELD |
| 34 | APP | Applovin Corp - Class A | $403.97 | 1.13% | — | — | $3.9M | 0.90% | — | HELD |
| 35 | SCHA | Schwab US Small Cap ETF | $33.69 | 2.53% | — | — | $3.4M | 0.80% | — | HELD |
| 36 | TDG | Transdigm Group Inc | $1249.91 | -1.16% | — | — | $3.4M | 0.79% | — | HELD |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | $66.78 | -1.59% | — | — | $3.3M | 0.76% | — | HELD |
| 38 | TXRH | Texas Roadhouse Class A | $208.22 | -0.45% | — | — | $2.8M | 0.65% | — | HELD |
| 39 | PANW | Palo Alto Networks | $325.77 | 3.70% | — | — | $2.8M | 0.65% | — | HELD |
| 40 | IWP | IShares Russell Mid Cap Growth | $137.48 | 2.35% | — | — | $2.5M | 0.59% | — | HELD |
| 41 | SPOT | Spotify Technology S | $522.71 | -0.25% | — | — | $2.4M | 0.56% | — | HELD |
| 42 | BALL | Ball Corp | $65.31 | -0.80% | — | — | $2.3M | 0.54% | — | HELD |
| 43 | QQQ | Invesco QQQ Trust | $683.36 | 3.27% | — | — | $2.1M | 0.50% | — | HELD |
| 44 | JNJ | JOHNSON & JOHNSON | $255.84 | -3.65% | — | — | $1.9M | 0.44% | — | HELD |
| 45 | — | SPDR Gold Shares ETF | — | — | — | — | $1.9M | 0.44% | — | HELD |
| 46 | VOO | Vanguard S&P 500 ETF | $681.61 | 1.64% | — | — | $1.4M | 0.32% | — | HELD |
| 47 | BRK/B | Berkshire Hathaway Class B | — | — | — | — | $1.1M | 0.26% | — | HELD |
| 48 | — | Abbvie Inc | — | — | — | — | $1.0M | 0.24% | — | HELD |
| 49 | PG | PROCTER & GAMBLE | $143.95 | -1.47% | — | — | $802K | 0.19% | — | HELD |
| 50 | — | Alphabet Inc. Class A | — | — | — | — | $711K | 0.17% | — | HELD |
| 51 | VTI | Vanguard Total Stock Market ET | $366.33 | 1.64% | — | — | $671K | 0.16% | — | HELD |
| 52 | NOC | NORTHROP GRUMMAN CO | $534.85 | -0.04% | — | — | $609K | 0.14% | — | HELD |
| 53 | — | EXXON MOBIL CORP | — | — | — | — | $566K | 0.13% | — | HELD |
| 54 | — | Cisco Systems Inc | — | — | — | — | $536K | 0.12% | — | HELD |
| 55 | CAT | Caterpillar Inc | $808.91 | 3.35% | — | — | $524K | 0.12% | — | HELD |
| 56 | SCHB | Schwab US Broad Market ETF | $28.68 | 1.63% | — | — | $501K | 0.12% | — | HELD |
| 57 | MS | MORGAN STANLEY | $210.06 | 3.41% | — | — | $447K | 0.10% | — | HELD |
| 58 | MCO | MOODYS CORP | $482.26 | -0.20% | — | — | $445K | 0.10% | — | HELD |
| 59 | HD | HOME DEPOT INC | $333.33 | -1.46% | — | — | $417K | 0.10% | — | HELD |
| 60 | FE | FIRSTENERGY CORP | $48.71 | -0.85% | — | — | $403K | 0.09% | — | HELD |
| 61 | — | Invesco KBW Bank ETF | — | — | — | — | $383K | 0.09% | — | HELD |
| 62 | PEP | PEPSICO INC | $140.20 | -2.30% | — | — | $382K | 0.09% | — | HELD |
| 63 | MCD | MCDONALDS CORP | $268.44 | -1.13% | — | — | $367K | 0.09% | — | HELD |
| 64 | CVX | Chevron Corp | $192.59 | 0.38% | — | — | $351K | 0.08% | — | HELD |
| 65 | — | Select Sector UTI Select SPDR | — | — | — | — | $332K | 0.08% | — | HELD |
| 66 | VWO | Vanguard FTSE Emerging Markets | $58.19 | 2.24% | — | — | $331K | 0.08% | — | HELD |
| 67 | — | Oracle Corp | — | — | — | — | $316K | 0.07% | — | HELD |
| 68 | — | Technology Select Sector SPDR | — | — | — | — | $303K | 0.07% | — | HELD |
| 69 | HBAN | Huntington Bancshares | $17.08 | 1.43% | — | — | $295K | 0.07% | — | HELD |
| 70 | UNP | Union Pacific Corp | $289.39 | -0.96% | — | — | $291K | 0.07% | — | HELD |
| 71 | — | SPDR Fund Consumer Discre Sele | — | — | — | — | $287K | 0.07% | — | HELD |
| 72 | DIS | Walt Disney Co | $96.16 | -2.36% | — | — | $280K | 0.07% | — | HELD |
| 73 | ITW | ILLINOIS TOOL WORKS | $283.70 | -2.99% | — | — | $271K | 0.06% | — | HELD |
| 74 | — | Comcast Corp Class A | — | — | — | — | $259K | 0.06% | — | HELD |
| 75 | IWF | IShares Russell 1000 Growth ET | $117.43 | 2.96% | — | — | $255K | 0.06% | — | HELD |
| 76 | SATS | ECHOSTAR CORP CLASS A | — | — | — | — | $254K | 0.06% | — | HELD |
| 77 | SCHW | CHARLES SCHWAB CORP | $104.33 | -0.13% | — | — | $248K | 0.06% | — | HELD |
| 78 | SCHD | Schwab US Dividend Equity ETF | $33.41 | -1.24% | — | — | $247K | 0.06% | — | HELD |
| 79 | NSC | NORFOLK SOUTHERN CO | $333.93 | -0.54% | — | — | $247K | 0.06% | — | HELD |
| 80 | ABT | Abbott Laboratories | $105.63 | -2.19% | — | — | $225K | 0.05% | — | HELD |
| 81 | — | NEXTERA ENERGY INC | — | — | — | — | $223K | 0.05% | — | HELD |
| 82 | IBM | IBM CORP | $221.64 | -2.12% | — | — | $222K | 0.05% | — | HELD |
| 83 | — | Communicate SVS SLCT SEC SPDR | — | — | — | — | $213K | 0.05% | — | HELD |
| 84 | TFC | Truist Finl Corp | $52.01 | -0.57% | — | — | $203K | 0.05% | — | HELD |
Source: SEC EDGAR · accession 0001193125-26-223013. 13F discloses long positions only — shorts, foreign equities, and options are excluded.