Investor
Broadleaf Partners, LLC
CIK 0001712686 · filed 2026-05-14 · SEC filing
13F book
$428.9M
Positions
84
2 new · 0 sold
Largest name
7.4%
Nvidia Corp · NVDA
Est. mark
−$29.8M
Price effect on 82 names still held. Flow −$15.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 182K | $31.7M | 7.4% | −$2.2M | Cut−$3.34M |
| Apple Inc. | AAPL | 91.3K | $23.2M | 5.4% | −$1.65M | Cut−$2.43M |
| Alphabet Inc | — | 80.3K | $23M | 5.4% | −$2.16M | Cut−$3.08M |
| Microsoft Corp | MSFT | 59.4K | $22M | 5.1% | −$6.74M | Cut−$7.55M |
| Amazon Com Inc | AMZN | 105.1K | $21.9M | 5.1% | −$2.37M | Cut−$3.41M |
| Schwab Strategic Tr | — | 874.9K | $21.7M | 5.0% | $554.9K | Added$2.87M |
| Vertiv Holdings Co | VRT | 67.2K | $16.8M | 3.9% | $5.95M | Cut$5.58M |
| Broadcom Inc. | AVGO | 53.3K | $16.5M | 3.8% | −$1.88M | Added−$1.27M |
| Meta Platforms, Inc. | META | 25.3K | $14.5M | 3.4% | −$2.22M | Cut−$2.73M |
| Costco Whsl Corp New | — | 14.4K | $14.4M | 3.4% | $1.7M | Added$3.48M |
| Netflix Inc | NFLX | 122.3K | $11.8M | 2.7% | $227.5K | Added$2.83M |
| Jpmorgan Chase & Co. | — | 38.5K | $11.3M | 2.6% | −$1.08M | Cut−$1.5M |
| Arista Networks, Inc. | ANET | 91.4K | $11.2M | 2.6% | −$754.4K | Cut−$1.27M |
| Goldman Sachs Group Inc | — | 12.5K | $10.6M | 2.5% | −$413.9K | Cut−$4.93M |
| Schwab Strategic Tr | — | 314.1K | $9.15M | 2.1% | −$1.1M | Cut−$4.23M |
| Quanta Svcs Inc | — | 16.3K | $8.97M | 2.1% | $2.07M | Cut$1.81M |
| Palantir Technologies Inc. | PLTR | 59.7K | $8.74M | 2.0% | −$1.88M | Cut−$2.11M |
| Intuitive Surgical Inc | ISRG | 18.2K | $8.38M | 2.0% | −$1.92M | Cut−$2.23M |
| Mastercard Inc | MA | 16.8K | $8.38M | 2.0% | −$1.19M | Cut−$1.49M |
| Eli Lilly & Co | LLY | 9.09K | $8.36M | 1.9% | −$968.3K | Added$1.64M |
| Tesla, Inc. | TSLA | 21.5K | $7.98M | 1.9% | −$1.67M | Cut−$2.04M |
| Cintas Corp | CTAS | 44.1K | $7.46M | 1.7% | −$834.9K | Cut−$1.17M |
| United Rentals, Inc. | URI | 9.94K | $7.24M | 1.7% | −$803K | Cut−$1.08M |
| Schwab Strategic Tr | — | 222.5K | $6.89M | 1.6% | $198K | Cut$53.3K |
| Uber Technologies, Inc | UBER | 92.2K | $6.63M | 1.5% | −$901.6K | Cut−$1.13M |
| Fidelity Covington Trust | — | 117.3K | $5.88M | 1.4% | −$553.7K | Cut−$799.7K |
| ServiceNow, Inc. | NOW | 56K | $5.86M | 1.4% | −$2.72M | Cut−$2.97M |
| United Therapeutics Corp Del | — | 8.98K | $5.33M | 1.2% | $949.9K | Cut$804.7K |
| Arm Holdings Plc | — | 33.8K | $5.11M | 1.2% | $1.42M | Cut$755.8K |
| Booking Holdings Inc. | BKNG | 1.21K | $5.09M | 1.2% | −$1.38M | Cut−$1.61M |
| Shopify Inc. | SHOP | 38.4K | $4.55M | 1.1% | −$1.62M | Cut−$1.87M |
| Datadog, Inc. | DDOG | 38.1K | $4.49M | 1.0% | −$682.8K | Cut−$850.4K |
| Vanguard Index Fds | — | 21.4K | $4.2M | 1.0% | $111.5K | Cut$70.6K |
| Applovin Corp | APP | 9.69K | $3.86M | 0.9% | −$2.16M | Added−$1.43M |
| Schwab Strategic Tr | — | 118.2K | $3.44M | 0.8% | $70.9K | Cut−$100.9K |
| Transdigm Group Inc | TDG | 2.91K | $3.37M | 0.8% | −$496.8K | Cut−$609.8K |
| Pacer Fds Tr | — | 52.1K | $3.26M | 0.8% | $124.4K | Cut$36.6K |
| Texas Roadhouse, Inc. | TXRH | 16.9K | $2.79M | 0.7% | −$14.5K | Cut−$114.1K |
| Palo Alto Networks Inc | PANW | 17.3K | $2.78M | 0.6% | −$413.5K | Cut−$510.4K |
| Ishares Tr | — | 19.8K | $2.54M | 0.6% | −$164.3K | Added−$12.4K |
| Spotify Technology S.A. | SPOT | 4.93K | $2.39M | 0.6% | −$472.5K | Cut−$549.1K |
| Ball Corp | BALL | 39.2K | $2.32M | 0.5% | $240.7K | Held |
| Invesco Qqq Tr | — | 3.71K | $2.14M | 0.5% | −$137.7K | Cut−$210.2K |
| Johnson & Johnson | JNJ | 7.73K | $1.89M | 0.4% | $275.5K | Added$367.9K |
| Spdr Gold Tr | — | 4.36K | $1.88M | 0.4% | $40.2K | Added$1.41M |
| Vanguard Index Fds | — | 2.33K | $1.39M | 0.3% | −$67K | Added−$31.8K |
| Berkshire Hathaway Inc Del | — | 2.34K | $1.12M | 0.3% | −$54.9K | Cut−$55.4K |
| AbbVie Inc. | ABBV | 4.79K | $1.04M | 0.2% | −$52.7K | Held |
| Procter And Gamble Co | PG | 5.55K | $802.1K | 0.2% | $6.27K | Cut$5.84K |
| Alphabet Inc | — | 2.47K | $710.8K | 0.2% | −$62.9K | Cut−$265.7K |
| Vanguard Index Fds | — | 2.09K | $671.1K | 0.2% | −$29K | Added−$1.75K |
| Northrop Grumman Corp | — | 893 | $609.2K | 0.1% | $100K | Held |
| Exxon Mobil Corp | — | 3.33K | $565.6K | 0.1% | $164.4K | Cut$162.5K |
| Cisco Sys Inc | — | 6.91K | $536.1K | 0.1% | $3.87K | Held |
| Caterpillar Inc | CAT | 740 | $524.3K | 0.1% | $100.3K | Held |
| Schwab Strategic Tr | — | 20K | $501.2K | 0.1% | −$22.6K | Cut−$133K |
| Morgan Stanley | — | 2.72K | $447.5K | 0.1% | −$35.2K | Held |
| Moodys Corp | — | 1.02K | $445K | 0.1% | −$76.1K | Held |
| Home Depot, Inc. | HD | 1.27K | $417K | 0.1% | −$19.3K | Cut−$20K |
| Firstenergy Corp | FE | 7.95K | $402.7K | 0.1% | $46.8K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 4.84K | $383K | 0.1% | −$25K | Held |
| Pepsico Inc | PEP | 2.46K | $382.5K | 0.1% | $29K | Held |
| Mcdonalds Corp | MCD | 1.18K | $367K | 0.1% | $6.09K | Held |
| Chevron Corp New | CVX | 1.7K | $350.9K | 0.1% | $92.4K | Held |
| Select Sector Spdr Tr | — | 7.24K | $332.2K | 0.1% | $23.2K | Held |
| Vanguard Intl Equity Index F | — | 6.13K | $331.4K | 0.1% | $1.78K | Cut−$16.6K |
| Oracle Corp | — | 2.15K | $316.1K | 0.1% | −$102.7K | Cut−$8.57M |
| Select Sector Spdr Tr | — | 2.28K | $303K | 0.1% | −$25.2K | Held |
| Huntington Bancshares Inc | — | 18.8K | $294.5K | 0.1% | −$32K | Held |
| Union Pac Corp | — | 1.2K | $291.1K | 0.1% | $13.6K | Held |
| Select Sector Spdr Tr | — | 2.63K | $286.8K | 0.1% | −$27.5K | Held |
| Disney Walt Co | — | 2.91K | $280.1K | 0.1% | −$50.5K | Cut−$62K |
| Illinois Tool Wks Inc | — | 1.04K | $271.5K | 0.1% | $14.6K | Held |
| Comcast Corp New | — | 9.02K | $259K | 0.1% | −$10.6K | Held |
| Ishares Tr | — | 599 | $255.4K | 0.1% | −$28.1K | Cut−$60.8K |
| Echostar Corp | ECHO | 2.17K | $253.8K | 0.1% | $18.1K | Held |
| Schwab Charles Corp | — | 2.64K | $248.1K | 0.1% | −$15.7K | Held |
| Schwab Strategic Tr | — | 8.06K | $247.2K | 0.1% | $26.2K | Cut−$14.4K |
| Norfolk Southn Corp | — | 861 | $247.1K | 0.1% | −$1.48K | Held |
| Abbott Labs | ABT | 2.19K | $224.9K | 0.1% | −$49.6K | Held |
| Nextera Energy Inc | — | 2.4K | $222.9K | 0.1% | — | New |
| International Business Machs | — | 914 | $221.5K | 0.1% | −$49.2K | Cut−$49.8K |
| Select Sector Spdr Tr | — | 1.92K | $213.3K | 0.1% | −$13.2K | Held |
| Truist Finl Corp | — | 4.41K | $202.7K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.