Broadleaf Partners, LLC reported 42 positions worth $257.09M for the quarter ended Jun 30, 2026, up 44.4% on the prior quarter. It opened 9 new positions, added to 8, trimmed 13 and exited 8. Its largest holding is Apple Inc. at 10.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MRVL Marvell Technology, Inc. | +47.2K | – | $14.07M | 5.47% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +26.1K | – | $12.47M | 4.85% |
| MU Micron Technology Inc | +9,622 | – | $11.11M | 4.32% |
| LLY ELI LILLY & Co | +7,944 | +87.4% | $9.53M | 7.95% |
| KLAC Kla Corp | +31.3K | – | $9.44M | 3.67% |
| GEV GE Vernova Inc. | +7,791 | – | $9.15M | 3.56% |
| BE Bloom Energy Corp | +18.5K | – | $5.59M | 2.18% |
| ASML Asml Holding Nv | +2,612 | – | $5.20M | 2.02% |
| APP AppLovin Corp | +7,855 | +81.1% | $4.05M | 3.52% |
| SYM Symbotic Inc. | +38.0K | – | $1.71M | 0.664% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CTAS Cintas Corp | -42.7K | -96.8% | $7.26M | 0.093% |
| MSFT Microsoft Corp | -18.0K | -30.3% | $6.71M | 6.01% |
| BKNG Booking Holdings Inc. | -30.2K | -100.0% | $5.09M | Exited |
| SHOP Shopify Inc. | -38.4K | -100.0% | $4.55M | Exited |
| TDG TransDigm Group INC | -2,907 | -100.0% | $3.37M | Exited |
| PANW Palo Alto Networks Inc | -17.3K | -100.0% | $2.78M | Exited |
| SPOT Spotify Technology S.A. | -4,932 | -100.0% | $2.39M | Exited |
| AVGO Broadcom Inc. | -3,398 | -6.4% | $1.28M | 7.34% |
| ANET Arista Networks, Inc. | -5,350 | -5.9% | $908.86K | 5.69% |
| PLTR Palantir Technologies Inc. | -5,624 | -9.4% | $656.15K | 2.46% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MRVL Marvell Technology, Inc. | +47.2K | $14.07M | 5.47% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +26.1K | $12.47M | 4.85% |
| MU Micron Technology Inc | +9,622 | $11.11M | 4.32% |
| KLAC Kla Corp | +31.3K | $9.44M | 3.67% |
| GEV GE Vernova Inc. | +7,791 | $9.15M | 3.56% |
| BE Bloom Energy Corp | +18.5K | $5.59M | 2.18% |
| ASML Asml Holding Nv | +2,612 | $5.20M | 2.02% |
| SYM Symbotic Inc. | +38.0K | $1.71M | 0.664% |
| INTC Intel Corp | +3,010 | $420.29K | 0.163% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| BKNG Booking Holdings Inc. | -30.2K | $5.09M | 2.86% |
| SHOP Shopify Inc. | -38.4K | $4.55M | 2.55% |
| TDG TransDigm Group INC | -2,907 | $3.37M | 1.89% |
| PANW Palo Alto Networks Inc | -17.3K | $2.78M | 1.56% |
| SPOT Spotify Technology S.A. | -4,932 | $2.39M | 1.34% |
| FE Firstenergy Corp | -7,950 | $402.75K | 0.226% |
| ABT Abbott Laboratories | -2,191 | $224.95K | 0.126% |
| TFC Truist Financial Corp | -4,410 | $202.73K | 0.114% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 93.5K | $27.07M | 10.53% | +2,233 | +2.4% | Added | 0% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 105.1K | $25.05M | 9.74% | +8 | +0.0% | Added | 0% |
| 3 | LLY ELI LILLY & Co | Healthcare | 17.0K | $20.43M | 7.95% | +7,944 | +87.4% | Added | 0% |
| 4 | AVGO Broadcom Inc. | Technology | 49.9K | $18.86M | 7.34% | -3,398 | -6.4% | Reduced | 0% |
| 5 | MSFT Microsoft Corp | Technology | 41.4K | $15.45M | 6.01% | -18.0K | -30.3% | Reduced | 0% |
| 6 | ANET Arista Networks, Inc. | Technology | 86.1K | $14.63M | 5.69% | -5,350 | -5.9% | Reduced | 0.01% |
| 7 | MRVL Marvell Technology, Inc. | Technology | 47.2K | $14.07M | 5.47% | +47.2K | – | New | 0.01% |
| 8 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 26.1K | $12.47M | 4.85% | +26.1K | – | New | 0% |
| 9 | ARM Arm Holdings Plc | Technology | 34.5K | $12.23M | 4.76% | +723 | +2.1% | Added | 0% |
| 10 | PWR Quanta Services, Inc. | Industrials | 16.9K | $12.14M | 4.72% | +529 | +3.2% | Added | 0.01% |
| 11 | URI United Rentals, Inc. | Industrials | 10.2K | $11.55M | 4.49% | +253 | +2.5% | Added | 0.02% |
| 12 | MU Micron Technology Inc | Technology | 9,622 | $11.11M | 4.32% | +9,622 | – | New | 0% |
| 13 | KLAC Kla Corp | Technology | 31.3K | $9.44M | 3.67% | +31.3K | – | New | 0% |
| 14 | GEV GE Vernova Inc. | Industrials | 7,791 | $9.15M | 3.56% | +7,791 | – | New | 0% |
| 15 | APP AppLovin Corp | Technology | 17.5K | $9.04M | 3.52% | +7,855 | +81.1% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Broadleaf Partners.
As of its Q2 2026 13F filing, Broadleaf Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 10.5%, Amazon Com Inc (AMZN) at 9.7%, ELI LILLY & Co (LLY) at 7.9%, Broadcom Inc. (AVGO) at 7.3%, Microsoft Corp (MSFT) at 6.0% of the reported portfolio.
Broadleaf Partners, LLC reported a 13F portfolio worth $257.09M across 42 positions for Q2 2026. That is up 44.4% from the previous quarter.
Its largest purchases by value were Marvell Technology, Inc. ($14.07M), Taiwan Semiconductor Manufacturing Co Ltd ($12.47M), Micron Technology Inc ($11.11M). It opened 9 new positions.
Its largest sales by value were Cintas Corp ($7.26M), Microsoft Corp ($6.71M), Booking Holdings Inc. ($5.09M). It exited 8 positions entirely.
From the Form 13F-HR reports Broadleaf Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.