Broadleaf Partners
Broadleaf Partners reported 86 stocks worth $517M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (7.0%), GOOG (6.7%) and AAPL (5.2%). Compared with Q1 2026, the fund opened new positions in MRVL, TSM and MU, added to GOOG, AAPL and SCHF, trimmed NVDA, AVGO and VRT and sold out of NFLX, UBER and NOW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $36M | 7.0% | 180K | −1,975 (−1%) | 8 of 8 | |
| 2 |  GOOG Alphabet Inc | $34.8M | 6.7% | 98K | +18K (+23%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $27.1M | 5.2% | 94K | +2,233 (+2%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $25.1M | 4.8% | 105K | No change | 8 of 8 | |
| 5 |  SCHF Schwab International | $24.8M | 4.8% | 896K | +21K (+2%) | 8 of 8 | |
| 6 |  LLY Eli Lilly & Co | $20.4M | 4.0% | 17K | +7,944 (+87%) | 8 of 8 | |
| 7 |  AVGO Broadcom Inc | $18.9M | 3.6% | 50K | −3,398 (−6%) | 6 of 8 | |
| 8 |  VRT Vertiv Holdings Co | $15.7M | 3.0% | 47K | −20K (−30%) | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $15.5M | 3.0% | 41K | −18K (−30%) | 8 of 8 | |
| 10 |  ANET Arista Networks Inc | $14.6M | 2.8% | 86K | −5,350 (−6%) | 7 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 NFLX Netflix Inc | $11.8M | 122K |
 UBER Uber Technologies Inc | $6.6M | 92K |
 NOW Servicenow Inc | $5.9M | 56K |
 BKNG Booking Hldgs Inc | $5.1M | 1,208 |
 SHOP Shopify Inc | $4.5M | 38K |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Broadleaf Partners 13F FAQ
What does Broadleaf Partners own?
Broadleaf Partners reported 86 stocks worth $517M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (7.0%), GOOG (6.7%) and AAPL (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did Broadleaf Partners buy and sell in Q2 2026?
Compared with Q1 2026: 14 new positions, 26 added to, 22 trimmed and 12 sold out. New positions include MRVL, TSM and MU. It sold all of NFLX, UBER and NOW.
When will Broadleaf Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Broadleaf Partners's portfolio worth?
The Q2 2026 filing reports $517M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.