StockDriftsStockDriftsTop 50 Broadleaf Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | 5.24% | 93.5K | $27.1M | +2.45%(+2.23K) | $104.21(+193.05%) | 2026-06-30 | |
| AMZN | Amazon.com Inc. | 4.85% | 105.1K | $25.1M | +0.01%(+8) | $112.78(+132.78%) | 2026-06-30 | |
| SCHF | Schwab International Equity ET | 4.8% | 895.6K | $24.8M | +2.37%(+20.70K) | $18.29(+56.65%) | 2026-06-30 | |
| LLY | Eli Lilly & Co | 3.96% | 17.0K | $20.4M | +87.37%(+7.94K) | $804.41(+46.61%) | 2026-06-30 | |
| AVGO | Broadcom Inc. | 3.65% | 49.9K | $18.9M | -6.37%(-3.40K) | $215.61(+82.63%) | 2026-06-30 | |
| MSFT | Microsoft Corp. | 2.99% | 41.4K | $15.5M | -30.27%(-17.98K) | $135.13(+259.71%) | 2026-06-30 | |
| ANET | Arista Networks Inc. | 2.83% | 86.1K | $14.6M | -5.85%(-5.35K) | $25.08(+701.84%) | 2026-06-30 | |
| MRVL | Marvell Technology Inc | 2.72% | 47.2K | $14.1M | new | $192.85(+21.62%) | 2026-06-30 | |
| TSM | Taiwan Semiconductor ADR | 2.41% | 26.1K | $12.5M | new | $397.04(+7.52%) | 2026-06-30 | |
| ARM | Arm Holdings PLC - ADR | 2.37% | 34.5K | $12.2M | +2.14%(+723) | $119.54(+133.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.39% | +65.94% | +7.59% | +44.17% |
| Top 20 Holdings Unweighted | +16.05% | +56.29% | +6.31% | +35.80% |
Broadleaf Partners LLC reports $516.56M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.2%), AMZN (4.8%) and SCHF (4.8%). The top 20 holdings account for 54.31% of reported assets. Its disclosed equity book has returned +65.94% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Broadleaf Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1712686). View Broadleaf Partners LLC’s 13F filings on SEC