Filed: 2/13/2026ACC: 0001193125-26-049981
📋 What this filing means
BROADLEAF PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $474.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$474.19M
Total AUM (reported)
3.48M
Total Shares
Allocation by class
COM$407.00M85.8%
ETF$67.19M14.2%
Portfolio Concentration
Top 3$90.74M19.1%
4–10$133.59M28.2%
11–25$147.35M31.1%
Rest$102.51M21.6%
Top 3 weight
19.1%
Top 10 weight
47.3%
Voting Authority Distribution
Total shares with voting rights: 3.48M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
263.10K
shares
% of voting shares7.6%
None
No voting authority
3.22M
shares
% of voting shares92.4%
Investment Discretion (by position count)
Sole82
Shared0
Other0
Dominant voting typeNone · 92.4% of voting shares
Institutional Holdings82
Rows:
Nvidia Corp.
SOLEShares188.13K
TypeSH
Market value$35.09M
7.40%
Sole
0.00
Shared
32.23K
None
155.90K
Microsoft Corp.
SOLEShares61.09K
TypeSH
Market value$29.54M
6.23%
Sole
0.00
Shared
9.09K
None
51.99K
Alphabet Inc. Class C
SOLEShares83.22K
TypeSH
Market value$26.12M
5.51%
Sole
0.00
Shared
15.45K
None
67.77K
Apple Inc.
SOLEShares94.18K
TypeSH
Market value$25.60M
5.40%
Sole
0.00
Shared
16.34K
None
77.84K
Amazon.com Inc.
SOLEShares109.60K
TypeSH
Market value$25.30M
5.33%
Sole
0.00
Shared
18.88K
None
90.71K
Schwab International Equity ET
SOLEShares781.52K
TypeSH
Market value$18.79M
3.96%
Sole
0.00
Shared
0.00
None
781.52K
Broadcom Inc.
SOLEShares51.35K
TypeSH
Market value$17.77M
3.75%
Sole
0.00
Shared
8.89K
None
42.47K
Meta Platforms Inc Class A
SOLEShares26.06K
TypeSH
Market value$17.20M
3.63%
Sole
0.00
Shared
4.35K
None
21.71K
Goldman Sachs Group, Inc.
SOLEShares17.68K
TypeSH
Market value$15.54M
3.28%
Sole
0.00
Shared
3.15K
None
14.53K
Schwab US Large Cap Growth ETF
SOLEShares410.31K
TypeSH
Market value$13.38M
2.82%
Sole
0.00
Shared
0.00
None
410.31K
JP Morgan Chase & Co
SOLEShares39.76K
TypeSH
Market value$12.81M
2.70%
Sole
0.00
Shared
7.09K
None
32.67K
Arista Networks Inc.
SOLEShares95.38K
TypeSH
Market value$12.50M
2.64%
Sole
0.00
Shared
15.22K
None
80.16K
Vertiv Holdings Co Class A
SOLEShares69.50K
TypeSH
Market value$11.26M
2.37%
Sole
0.00
Shared
12.37K
None
57.13K
Costco Wholesale Co.
SOLEShares12.67K
TypeSH
Market value$10.92M
2.30%
Sole
0.00
Shared
2.21K
None
10.45K
Palantir Technologies Inc-A
SOLEShares61.01K
TypeSH
Market value$10.84M
2.29%
Sole
0.00
Shared
9.91K
None
51.10K
Intuitive Surgical
SOLEShares18.74K
TypeSH
Market value$10.61M
2.24%
Sole
0.00
Shared
3.06K
None
15.69K
Tesla Inc.
SOLEShares22.28K
TypeSH
Market value$10.02M
2.11%
Sole
0.00
Shared
3.97K
None
18.32K
Mastercard Inc Class A
SOLEShares17.28K
TypeSH
Market value$9.87M
2.08%
Sole
0.00
Shared
2.87K
None
14.42K
Netflix Inc.
SOLEShares95.19K
TypeSH
Market value$8.93M
1.88%
Sole
0.00
Shared
17.12K
None
78.08K
Oracle Corp
SOLEShares45.59K
TypeSH
Market value$8.89M
1.87%
Sole
0.00
Shared
7.88K
None
37.70K
Service Now Inc
SOLEShares57.63K
TypeSH
Market value$8.83M
1.86%
Sole
0.00
Shared
10.29K
None
47.34K
Cintas Group
SOLEShares45.86K
TypeSH
Market value$8.63M
1.82%
Sole
0.00
Shared
7.96K
None
37.90K
United Rentals Inc.
SOLEShares10.29K
TypeSH
Market value$8.33M
1.76%
Sole
0.00
Shared
1.86K
None
8.43K
Uber Technologies Inc.
SOLEShares95.04K
TypeSH
Market value$7.77M
1.64%
Sole
0.00
Shared
17.12K
None
77.92K
Quanta Services Inc
SOLEShares16.96K
TypeSH
Market value$7.16M
1.51%
Sole
0.00
Shared
3.06K
None
13.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp.SOLE | COM | 188.13K | SH | $35.09M 7.40% | 0.00 | 32.23K | 155.90K |
Microsoft Corp.SOLE | COM | 61.09K | SH | $29.54M 6.23% | 0.00 | 9.09K | 51.99K |
Alphabet Inc. Class CSOLE | COM | 83.22K | SH | $26.12M 5.51% | 0.00 | 15.45K | 67.77K |
Apple Inc.SOLE | COM | 94.18K | SH | $25.60M 5.40% | 0.00 | 16.34K | 77.84K |
Amazon.com Inc.SOLE | COM | 109.60K | SH | $25.30M 5.33% | 0.00 | 18.88K | 90.71K |
Schwab International Equity ETSOLE | ETF | 781.52K | SH | $18.79M 3.96% | 0.00 | 0.00 | 781.52K |
Broadcom Inc.SOLE | COM | 51.35K | SH | $17.77M 3.75% | 0.00 | 8.89K | 42.47K |
Meta Platforms Inc Class ASOLE | COM | 26.06K | SH | $17.20M 3.63% | 0.00 | 4.35K | 21.71K |
Goldman Sachs Group, Inc.SOLE | COM | 17.68K | SH | $15.54M 3.28% | 0.00 | 3.15K | 14.53K |
Schwab US Large Cap Growth ETFSOLE | ETF | 410.31K | SH | $13.38M 2.82% | 0.00 | 0.00 | 410.31K |
JP Morgan Chase & CoSOLE | COM | 39.76K | SH | $12.81M 2.70% | 0.00 | 7.09K | 32.67K |
Arista Networks Inc.SOLE | COM | 95.38K | SH | $12.50M 2.64% | 0.00 | 15.22K | 80.16K |
Vertiv Holdings Co Class ASOLE | COM | 69.50K | SH | $11.26M 2.37% | 0.00 | 12.37K | 57.13K |
Costco Wholesale Co.SOLE | COM | 12.67K | SH | $10.92M 2.30% | 0.00 | 2.21K | 10.45K |
Palantir Technologies Inc-ASOLE | COM | 61.01K | SH | $10.84M 2.29% | 0.00 | 9.91K | 51.10K |
Intuitive SurgicalSOLE | COM | 18.74K | SH | $10.61M 2.24% | 0.00 | 3.06K | 15.69K |
Tesla Inc.SOLE | COM | 22.28K | SH | $10.02M 2.11% | 0.00 | 3.97K | 18.32K |
Mastercard Inc Class ASOLE | COM | 17.28K | SH | $9.87M 2.08% | 0.00 | 2.87K | 14.42K |
Netflix Inc.SOLE | COM | 95.19K | SH | $8.93M 1.88% | 0.00 | 17.12K | 78.08K |
Oracle CorpSOLE | COM | 45.59K | SH | $8.89M 1.87% | 0.00 | 7.88K | 37.70K |
Service Now IncSOLE | COM | 57.63K | SH | $8.83M 1.86% | 0.00 | 10.29K | 47.34K |
Cintas GroupSOLE | COM | 45.86K | SH | $8.63M 1.82% | 0.00 | 7.96K | 37.90K |
United Rentals Inc.SOLE | COM | 10.29K | SH | $8.33M 1.76% | 0.00 | 1.86K | 8.43K |
Uber Technologies Inc.SOLE | COM | 95.04K | SH | $7.77M 1.64% | 0.00 | 17.12K | 77.92K |
Quanta Services IncSOLE | COM | 16.96K | SH | $7.16M 1.51% | 0.00 | 3.06K | 13.90K |
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