Broadleaf Partners, LLC holds a diversified book of 86 reported positions worth $516.6M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +28% (+14.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 5.7 points over this window.
Growth of $10,000 cloning Broadleaf Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
86% mapped to company sectors
+5 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Broadleaf Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 11 / 80 | $643.4M |
| Graticule Asia Macro Advisors LLC | 12 / 80 | $1.3B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Prospect Hill Management, LLC | 10 / 80 | $245.7M |
| Hoffman, Alan N Investment Management | 8 / 80 | $161.4M |
| Uhlmann Price Securities, LLC | 42 / 80 | $2.5B |
| Ketron Financial | 29 / 80 | $296.1M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Broadleaf Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp. COM | $36.0M | 180.1K | 7.0% | ▼−1.1% Reduced · −2K sh | |
| 2 | Alphabet Inc. Class C COM | $34.8M | 98.4K | 6.7% | ▲+23% Added · +18K sh | |
| 3 | Apple Inc. COM | $27.1M | 93.5K | 5.2% | ▲+2.4% Added · +2K sh | |
| 4 | Amazon.com Inc. COM | $25.1M | 105.1K | 4.8% | ▲~0% Added · +8 sh | |
| 5 | Schwab International Equity ET ETF | $24.8M | 895.6K | 4.8% | ▲+2.4% Added · +21K sh | |
| 6 | Eli Lilly & Co COM | $20.4M | 17.0K | 4.0% | ▲+87% Added · +8K sh | |
| 7 | Broadcom Inc. COM | $18.9M | 49.9K | 3.7% | ▼−6.4% Reduced · −3K sh | |
| 8 | Vertiv Holdings Co Class A COM | $15.7M | 46.8K | 3.0% | ▼−30% Reduced · −20K sh | |
| 9 | Microsoft Corp. COM | $15.5M | 41.4K | 3.0% | ▼−30% Reduced · −18K sh | |
| 10 | Arista Networks Inc. COM | $14.6M | 86.1K | 2.8% | ▼−5.8% Reduced · −5K sh | |
| 11 | Marvell Technology Inc COM | $14.1M | 47.2K | 2.7% | ▲New New position | |
| 12 | Meta Platforms Inc Class A COM | $13.9M | 24.7K | 2.7% | ▼−2.2% Reduced · −557 sh | |
| 13 | Tesla Inc. COM | $13.4M | 31.9K | 2.6% | ▲+49% Added · +10K sh | |
| 14 | Goldman Sachs Group, Inc. COM | $13.0M | 12.9K | 2.5% | ▲+2.8% Added · +349 sh | |
| 15 | JP Morgan Chase & Co COM | $12.9M | 39.4K | 2.5% | ▲+2.4% Added · +904 sh | |
| 16 | Taiwan Semiconductor ADR COM | $12.5M | 26.1K | 2.4% | ▲New New position | |
| 17 | Arm Holdings PLC - ADR COM | $12.2M | 34.5K | 2.4% | ▲+2.1% Added · +723 sh | |
| 18 | Quanta Services Inc COM | $12.1M | 16.9K | 2.4% | ▲+3.2% Added · +529 sh | |
| 19 | United Rentals Inc. COM | $11.6M | 10.2K | 2.2% | ▲+2.5% Added · +253 sh | |
| 20 | Micron Technology COM | $11.1M | 9.6K | 2.2% | ▲New New position | |
| 21 | Schwab US Large Cap Growth ETF ETF | $11.0M | 324.2K | 2.1% | ▲+3.2% Added · +10K sh | |
| 22 | Costco Wholesale Co. COM | $10.7M | 11.4K | 2.1% | ▼−21% Reduced · −3K sh | |
| 23 | Datadog Inc Class A COM | $10.2M | 39.0K | 2.0% | ▲+2.5% Added · +940 sh | |
| 24 | KLA Corp COM | $9.4M | 31.3K | 1.8% | ▲New New position | |
| 25 | GE Vernova Inc COM | $9.2M | 7.8K | 1.8% | ▲New New position | |
| 26 | Applovin Corp - Class A COM | $9.0M | 17.5K | 1.7% | ▲+81% Added · +8K sh | |
| 27 | Charles Schwab US MC ETF ETF | $8.4M | 226.9K | 1.6% | ▲+2.0% Added · +4K sh | |
| 28 | Fidelity Blue Chip Growth ETF ETF | $7.5M | 120.0K | 1.4% | ▲+2.3% Added · +3K sh | |
| 29 | United Therapeutics Corp. COM | $7.1M | 13.1K | 1.4% | ▲+46% Added · +4K sh | |
| 30 | Mastercard Inc Class A COM | $6.5M | 12.7K | 1.3% | ▼−24% Reduced · −4K sh | |
| 31 | Palantir Technologies Inc-A COM | $6.3M | 54.1K | 1.2% | ▼−9.4% Reduced · −6K sh | |
| 32 | Bloom Energy COM | $5.6M | 18.5K | 1.1% | ▲New New position | |
| 33 | ASML Holding NV- ADR COM | $5.2M | 2.6K | 1.0% | ▲New New position | |
| 34 | Intuitive Surgical COM | $4.9M | 12.2K | 0.9% | ▼−33% Reduced · −6K sh | |
| 35 | Vanguard Value ETF ETF | $4.8M | 21.8K | 0.9% | ▲+1.9% Added · +400 sh | |
| 36 | Schwab US Small Cap ETF ETF | $4.3M | 120.0K | 0.8% | ▲+1.5% Added · +2K sh | |
| 37 | Pacer US Cash Cows 100 ETF ETF | $3.4M | 54.5K | 0.7% | ▲+4.7% Added · +2K sh | |
| 38 | Texas Roadhouse Class A COM | $3.3M | 17.2K | 0.6% | ▲+1.9% Added · +319 sh | |
| 39 | IShares Russell Mid Cap Growth ETF | $3.0M | 20.5K | 0.6% | ▲+3.5% Added · +700 sh | |
| 40 | Invesco QQQ Trust ETF | $2.8M | 3.8K | 0.5% | ▲+2.9% Added · +106 sh | |
| 41 | Ball Corp COM | $2.0M | 32.1K | 0.4% | ▼−18% Reduced · −7K sh | |
| 42 | Johnson & Johnson COM | $1.9M | 7.3K | 0.4% | ▼−5.2% Reduced · −400 sh | |
| 43 | Symbotic Inc A COM | $1.7M | 38.0K | 0.3% | ▲New New position | |
| 44 | SPDR Gold Shares ETF ETF | $1.7M | 4.5K | 0.3% | ▲+3.8% Added · +165 sh | |
| 45 | Abbvie Inc COM | $1.2M | 4.8K | 0.2% | —Held | |
| 46 | Berkshire Hathaway Class B COM | $1.2M | 2.3K | 0.2% | ▼−0.1% Reduced · −2 sh | |
| 47 | Alphabet Inc. Class A COM | $882K | 2.5K | 0.2% | ▼−0.2% Reduced · −4 sh | |
| 48 | Procter & Gamble COM | $814K | 5.6K | 0.2% | —Held | |
| 49 | Cisco Systems Inc COM | $812K | 6.9K | 0.2% | —Held | |
| 50 | Caterpillar Inc COM | $713K | 670 | 0.1% | ▼−9.4% Reduced · −70 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1712686/holdings"
Use Arkolith to show Broadleaf Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 44d | 86 | $516.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 84 | $428.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 82 | $474.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 80 | $479.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 82 | $454.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 44d | 79 | $381.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 77 | $428.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 79 | $422.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.