account_balance
Investment manager · 13F filer · SEC CIK 1712686
Broadleaf Partners, LLC
Reported value$517Mas of Jun 30, 2026
Positions86 14 new, 12 sold out
Top 10 weight45.1%NVDA alone is 7%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
7.0%
GOOGAlphabet Inc.
6.7%Added +23%
AAPLApple Inc.
5.2%Added +2%
AMZNAmazon.com Inc
4.8%
SCHFSchwab International Equity ET
4.8%Added +2%
LLYELI Lilly & Co
4.0%Added +87%
AVGOBroadcom Inc.
3.7%Trimmed −6%
VRTVertiv Holdings Co
3.0%Trimmed −30%
MSFTMicrosoft Corp
3.0%Trimmed −30%
ANETArista Networks, Inc.
2.8%Trimmed −6%
MRVLMarvell Technology, Inc.
2.7%New
METAMeta Platforms, Inc.
2.7%Trimmed −2%
NVDANVIDIA Corp
7.0%
GOOGAlphabet Inc.
6.7%Added +23%
AAPLApple Inc.
5.2%+2%
AMZNAmazon.com Inc
4.8%
SCHFSchwab International Equity ET
4.8%+2%
LLYELI Lilly & Co
4.0%
AVGOBroadcom Inc.
3.7%
VRTVertiv Holdings Co
3.0%
MSFTMicrosoft Corp
3.0%
ANETMRVLMETABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 7.0% HeldGOOG Alphabet Inc. 6.7% Added +23%AAPL Apple Inc. 5.2% Added +2%AMZN Amazon.com Inc 4.8% Held
SCHF Schwab International Equity ET 4.8% Added +2%
LLY ELI Lilly & Co 4.0% Added +87%AVGO Broadcom Inc. 3.7% Trimmed −6%VRT Vertiv Holdings Co 3.0% Trimmed −30%MSFT Microsoft Corp 3.0% Trimmed −30%ANET Arista Networks, Inc. 2.8% Trimmed −6%MRVL Marvell Technology, Inc. 2.7% NewMETA Meta Platforms, Inc. 2.7% Trimmed −2%What changed
Biggest moves since Mar 31, 2026
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