Filed: 5/14/2026ACC: 0001193125-26-223013
📋 What this filing means
BROADLEAF PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $428.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$428.89M
Total AUM (reported)
3.41M
Total Shares
Allocation by class
COM$362.96M84.6%
ETF$65.94M15.4%
Portfolio Concentration
Top 3$77.95M18.2%
4–10$127.74M29.8%
11–25$133.09M31.0%
Rest$90.11M21.0%
Top 3 weight
18.2%
Top 10 weight
48.0%
Voting Authority Distribution
Total shares with voting rights: 3.41M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
252.73K
shares
% of voting shares7.4%
None
No voting authority
3.16M
shares
% of voting shares92.6%
Investment Discretion (by position count)
Sole84
Shared0
Other0
Dominant voting typeNone · 92.6% of voting shares
Institutional Holdings84
Rows:
Nvidia Corp.
SOLEShares182.03K
TypeSH
Market value$31.75M
7.40%
Sole
0.00
Shared
31.26K
None
150.77K
Apple Inc.
SOLEShares91.30K
TypeSH
Market value$23.17M
5.40%
Sole
0.00
Shared
15.74K
None
75.56K
Alphabet Inc. Class C
SOLEShares80.30K
TypeSH
Market value$23.04M
5.37%
Sole
0.00
Shared
14.88K
None
65.43K
Microsoft Corp.
SOLEShares59.41K
TypeSH
Market value$21.99M
5.13%
Sole
0.00
Shared
8.83K
None
50.58K
Amazon.com Inc.
SOLEShares105.09K
TypeSH
Market value$21.89M
5.10%
Sole
0.00
Shared
18.21K
None
86.89K
Schwab International Equity ET
SOLEShares874.87K
TypeSH
Market value$21.65M
5.05%
Sole
0.00
Shared
0.00
None
874.87K
Vertiv Holdings Co Class A
SOLEShares67.20K
TypeSH
Market value$16.84M
3.93%
Sole
0.00
Shared
11.98K
None
55.21K
Broadcom Inc.
SOLEShares53.32K
TypeSH
Market value$16.50M
3.85%
Sole
0.00
Shared
8.66K
None
44.66K
Meta Platforms Inc Class A
SOLEShares25.29K
TypeSH
Market value$14.47M
3.37%
Sole
0.00
Shared
4.20K
None
21.09K
Costco Wholesale Co.
SOLEShares14.45K
TypeSH
Market value$14.40M
3.36%
Sole
0.00
Shared
2.56K
None
11.89K
Netflix Inc.
SOLEShares122.30K
TypeSH
Market value$11.76M
2.74%
Sole
0.00
Shared
22.07K
None
100.22K
JP Morgan Chase & Co
SOLEShares38.46K
TypeSH
Market value$11.31M
2.64%
Sole
0.00
Shared
6.76K
None
31.70K
Arista Networks Inc.
SOLEShares91.45K
TypeSH
Market value$11.23M
2.62%
Sole
0.00
Shared
14.64K
None
76.80K
Goldman Sachs Group, Inc.
SOLEShares12.54K
TypeSH
Market value$10.61M
2.47%
Sole
0.00
Shared
2.26K
None
10.28K
Schwab US Large Cap Growth ETF
SOLEShares314.14K
TypeSH
Market value$9.15M
2.13%
Sole
0.00
Shared
0.00
None
314.14K
Quanta Services Inc
SOLEShares16.33K
TypeSH
Market value$8.97M
2.09%
Sole
0.00
Shared
2.91K
None
13.43K
Palantir Technologies Inc-A
SOLEShares59.74K
TypeSH
Market value$8.74M
2.04%
Sole
0.00
Shared
9.23K
None
50.51K
Intuitive Surgical
SOLEShares18.19K
TypeSH
Market value$8.38M
1.95%
Sole
0.00
Shared
2.95K
None
15.23K
Mastercard Inc Class A
SOLEShares16.77K
TypeSH
Market value$8.38M
1.95%
Sole
0.00
Shared
2.77K
None
14K
Eli Lilly & Co
SOLEShares9.09K
TypeSH
Market value$8.36M
1.95%
Sole
0.00
Shared
1.62K
None
7.47K
Tesla Inc.
SOLEShares21.46K
TypeSH
Market value$7.98M
1.86%
Sole
0.00
Shared
3.76K
None
17.69K
Cintas Group
SOLEShares44.11K
TypeSH
Market value$7.46M
1.74%
Sole
0.00
Shared
7.72K
None
36.38K
United Rentals Inc.
SOLEShares9.94K
TypeSH
Market value$7.24M
1.69%
Sole
0.00
Shared
1.76K
None
8.18K
Charles Schwab US MC ETF
SOLEShares222.51K
TypeSH
Market value$6.89M
1.61%
Sole
0.00
Shared
0.00
None
222.51K
Uber Technologies Inc.
SOLEShares92.19K
TypeSH
Market value$6.63M
1.55%
Sole
0.00
Shared
16.75K
None
75.44K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp.SOLE | COM | 182.03K | SH | $31.75M 7.40% | 0.00 | 31.26K | 150.77K |
Apple Inc.SOLE | COM | 91.30K | SH | $23.17M 5.40% | 0.00 | 15.74K | 75.56K |
Alphabet Inc. Class CSOLE | COM | 80.30K | SH | $23.04M 5.37% | 0.00 | 14.88K | 65.43K |
Microsoft Corp.SOLE | COM | 59.41K | SH | $21.99M 5.13% | 0.00 | 8.83K | 50.58K |
Amazon.com Inc.SOLE | COM | 105.09K | SH | $21.89M 5.10% | 0.00 | 18.21K | 86.89K |
Schwab International Equity ETSOLE | ETF | 874.87K | SH | $21.65M 5.05% | 0.00 | 0.00 | 874.87K |
Vertiv Holdings Co Class ASOLE | COM | 67.20K | SH | $16.84M 3.93% | 0.00 | 11.98K | 55.21K |
Broadcom Inc.SOLE | COM | 53.32K | SH | $16.50M 3.85% | 0.00 | 8.66K | 44.66K |
Meta Platforms Inc Class ASOLE | COM | 25.29K | SH | $14.47M 3.37% | 0.00 | 4.20K | 21.09K |
Costco Wholesale Co.SOLE | COM | 14.45K | SH | $14.40M 3.36% | 0.00 | 2.56K | 11.89K |
Netflix Inc.SOLE | COM | 122.30K | SH | $11.76M 2.74% | 0.00 | 22.07K | 100.22K |
JP Morgan Chase & CoSOLE | COM | 38.46K | SH | $11.31M 2.64% | 0.00 | 6.76K | 31.70K |
Arista Networks Inc.SOLE | COM | 91.45K | SH | $11.23M 2.62% | 0.00 | 14.64K | 76.80K |
Goldman Sachs Group, Inc.SOLE | COM | 12.54K | SH | $10.61M 2.47% | 0.00 | 2.26K | 10.28K |
Schwab US Large Cap Growth ETFSOLE | ETF | 314.14K | SH | $9.15M 2.13% | 0.00 | 0.00 | 314.14K |
Quanta Services IncSOLE | COM | 16.33K | SH | $8.97M 2.09% | 0.00 | 2.91K | 13.43K |
Palantir Technologies Inc-ASOLE | COM | 59.74K | SH | $8.74M 2.04% | 0.00 | 9.23K | 50.51K |
Intuitive SurgicalSOLE | COM | 18.19K | SH | $8.38M 1.95% | 0.00 | 2.95K | 15.23K |
Mastercard Inc Class ASOLE | COM | 16.77K | SH | $8.38M 1.95% | 0.00 | 2.77K | 14K |
Eli Lilly & CoSOLE | COM | 9.09K | SH | $8.36M 1.95% | 0.00 | 1.62K | 7.47K |
Tesla Inc.SOLE | COM | 21.46K | SH | $7.98M 1.86% | 0.00 | 3.76K | 17.69K |
Cintas GroupSOLE | COM | 44.11K | SH | $7.46M 1.74% | 0.00 | 7.72K | 36.38K |
United Rentals Inc.SOLE | COM | 9.94K | SH | $7.24M 1.69% | 0.00 | 1.76K | 8.18K |
Charles Schwab US MC ETFSOLE | ETF | 222.51K | SH | $6.89M 1.61% | 0.00 | 0.00 | 222.51K |
Uber Technologies Inc.SOLE | COM | 92.19K | SH | $6.63M 1.55% | 0.00 | 16.75K | 75.44K |
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