Institutional Fund
Broadleaf Partners, LLC
Hudson, OHCIK 17126865 filings on record
Portfolio Value
$428.89M
Q1 2026
Holdings
84
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-9.6%
from $474.19M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation7.4%
- Apple Inc5.4%
- Alphabet Inc5.4%
- Microsoft Corp5.1%
- Amazon Com Inc5.1%
- Schwab Strategic Tr5.0%
- Other66.5%
Portfolio Holdings
84 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 182.0K | $31.75M | 7.4% | −6.1K | Reduced |
| 2 | Apple Inc | 91.3K | $23.17M | 5.4% | −2.9K | Reduced |
| 3 | Alphabet Inc | 80.3K | $23.04M | 5.4% | −2.9K | Reduced |
| 4 | Microsoft Corp | 59.4K | $21.99M | 5.1% | −1.7K | Reduced |
| 5 | Amazon Com Inc | 105.1K | $21.89M | 5.1% | −4.5K | Reduced |
| 6 | Schwab Strategic Tr | 874.9K | $21.65M | 5.0% | +93.3K | Added |
| 7 | Vertiv Holdings Co | 67.2K | $16.84M | 3.9% | −2.3K | Reduced |
| 8 | Broadcom Inc | 53.3K | $16.50M | 3.8% | +2.0K | Added |
| 9 | Meta Platforms Inc | 25.3K | $14.47M | 3.4% | −770 | Reduced |
| 10 | Costco Whsl Corp New | 14.4K | $14.40M | 3.4% | +1.8K | Added |
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