StockDriftsStockDriftsTop 50 Broadleaf Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | 5.4% | 91.3K | $23.2M | -3.05%(-2.87K) | $100.20(+197.61%) | 2026-03-31 | |
| MSFT | Microsoft Corp. | 5.13% | 59.4K | $22.0M | -2.74%(-1.68K) | $135.13(+203.00%) | 2026-03-31 | |
| AMZN | Amazon.com Inc. | 5.1% | 105.1K | $21.9M | -4.11%(-4.50K) | $112.77(+136.95%) | 2026-03-31 | |
| SCHF | Schwab International Equity ET | 5.05% | 874.9K | $21.7M | +11.94%(+93.34K) | $18.11(+50.60%) | 2026-03-31 | |
| AVGO | Broadcom Inc. | 3.85% | 53.3K | $16.5M | +3.83%(+1.97K) | $215.61(+103.98%) | 2026-03-31 | |
| ANET | Arista Networks Inc. | 2.62% | 91.4K | $11.2M | -4.12%(-3.93K) | $25.08(+489.38%) | 2026-03-31 | |
| SCHG | Schwab US Large Cap Growth ETF | 2.13% | 314.1K | $9.2M | -23.44%(-96.16K) | $17.42(+99.12%) | 2026-03-31 | |
| PWR | Quanta Services Inc | 2.09% | 16.3K | $9.0M | -3.70%(-627) | $418.24(+86.51%) | 2026-03-31 | |
| PLTR | Palantir Technologies Inc-A | 2.04% | 59.7K | $8.7M | -2.08%(-1.27K) | $63.84(+109.47%) | 2026-03-31 | |
| LLY | Eli Lilly & Co | 1.95% | 9.1K | $8.4M | +45.45%(+2.84K) | $595.92(+68.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.76% | +94.19% |
| Top 20 Holdings Unweighted | +22.36% | +83.20% |
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