Broadleaf Partners
Hudson, OHfiles as Broadleaf Partners, LLC
$517m in 86 US stocks at the end of 30 June 2026. The top 10 are 45.1% of the money. It changed about 22.1% of the portfolio this quarter.
Value
$517m
Stocks
86
Top 10 share
45.1%
Turnover
22.1%
What changed this quarter
New
Bought for the first time this quarter.
- Marvell TechnologyMRVL2.7% of the fund
- Taiwan Semiconductor ManufacturingTSM2.4% of the fund
- Micron TechnologyMU2.2% of the fund
- KLAKLAC1.8% of the fund
- GE VernovaGEV1.8% of the fund
- Bloom EnergyBE1.1% of the fund
- ASML Holding NVASML1.0% of the fund
- SymboticSYM0.3% of the fund
- IntelINTC<0.1% of the fund
- Ishares TRIBB<0.1% of the fund
- Select Sector Spdr TRXLI<0.1% of the fund
- Ishares TRIVV<0.1% of the fund
- ChubbCB<0.1% of the fund
- First Atlantic Nickel & Cobalt<0.1% of the fund
Added
Bought more of a stock they already held.
- AlphabetGOOG6.7% of the fund+23%
- AppleAAPL5.2% of the fund+2%
- Schwab Strategic TRSCHF4.8% of the fund+2%
- Eli LillyLLY4.0% of the fund+87%
- TeslaTSLA2.6% of the fund+49%
- Goldman Sachs GroupGS2.5% of the fund+3%
- JPMorgan ChaseJPM2.5% of the fund+2%
- ARM HoldingsARM2.4% of the fund+2%
- Quanta ServicesPWR2.4% of the fund+3%
- United RentalsURI2.2% of the fund+3%
- Schwab Strategic TRSCHG2.1% of the fund+3%
- DatadogDDOG2.0% of the fund+2%
- AppLovinAPP1.7% of the fund+81%
- Fidelity Covington TrustFBCG1.4% of the fund+2%
- United TherapeuticsUTHR1.4% of the fund+46%
- Pacer FDS TRCOWZ0.7% of the fund+5%
- Ishares TRIWP0.6% of the fund+4%
- Invesco QQQ TRQQQ0.5% of the fund+3%
- Spdr Gold TRGLD0.3% of the fund+4%
- Schwab Strategic TRSCHB0.1% of the fund+5%
- Schwab Strategic TRSCHD<0.1% of the fund+4%
Cut
Sold some of their stake.
- BroadcomAVGO3.7% of the fund-6%
- Vertiv HoldingsVRT3.0% of the fund-30%
- MicrosoftMSFT3.0% of the fund-30%
- Arista NetworksANET2.8% of the fund-6%
- Meta PlatformsMETA2.7% of the fund-2%
- Costco WholesaleCOST2.1% of the fund-21%
- MastercardMA1.3% of the fund-24%
- Palantir TechnologiesPLTR1.2% of the fund-9%
- Intuitive SurgicalISRG0.9% of the fund-33%
- BallBALL0.4% of the fund-18%
- Johnson & JohnsonJNJ0.4% of the fund-5%
- CaterpillarCAT0.1% of the fund-9%
- Vanguard Index FDSVTI0.1% of the fund-21%
- Huntington BancsharesHBAN<0.1% of the fund-10%
- OracleORCL<0.1% of the fund-6%
- CintasCTAS<0.1% of the fund-97%
Sold out
Sold their entire stake.
- NetflixNFLX-100%
- Uber TechnologiesUBER-100%
- ServiceNowNOW-100%
- Booking HoldingsBKNG-100%
- ShopifySHOP-100%
- TransDigm GroupTDG-100%
- Palo Alto NetworksPANW-100%
- Spotify TechnologySPOT-100%
- Vanguard Index FDSVOO-100%
- FirstenergyFE-100%
- Abbott LaboratoriesABT-100%
- Truist FinancialTFC-100%
Holdings
- Schwab Strategic TRSCHF
- Share
- 4.8%
- Value
- $25m
- Shares
- 895,562
+2%
- ARM HoldingsARM
- Share
- 2.4%
- Value
- $12m
- Shares
- 34,484
+2%
- Schwab Strategic TRSCHG
- Share
- 2.1%
- Value
- $11m
- Shares
- 324,195
+3%
- Schwab Strategic TRSCHM
- Share
- 1.6%
- Value
- $8m
- Shares
- 226,927
Held
- Fidelity Covington TrustFBCG
- Share
- 1.4%
- Value
- $7m
- Shares
- 119,988
+2%
- Vanguard Index FDSVTV
- Share
- 0.9%
- Value
- $5m
- Shares
- 21,796
Held
- Schwab Strategic TRSCHA
- Share
- 0.8%
- Value
- $4m
- Shares
- 119,969
Held
- Pacer FDS TRCOWZ
- Share
- 0.7%
- Value
- $3m
- Shares
- 54,491
+5%
- Ishares TRIWP
- Share
- 0.6%
- Value
- $3m
- Shares
- 20,519
+4%
- Invesco QQQ TRQQQ
- Share
- 0.5%
- Value
- $3m
- Shares
- 3,815
+3%
- Spdr Gold TRGLD
- Share
- 0.3%
- Value
- $2m
- Shares
- 4,529
+4%
- Vanguard Index FDSVTI
- Share
- 0.1%
- Value
- $610,936
- Shares
- 1,651
-21%
- Schwab Strategic TRSCHB
- Share
- 0.1%
- Value
- $609,753
- Shares
- 21,055
+5%
- Invesco Exch Traded FD TR IIKBWB
- Share
- <0.1%
- Value
- $450,116
- Shares
- 4,841
Held
- Select Sector Spdr TRXLK
- Share
- <0.1%
- Value
- $434,386
- Shares
- 2,280
Held
- Vanguard Intl Equity Index FVWO
- Share
- <0.1%
- Value
- $365,959
- Shares
- 6,131
Held
- Select Sector Spdr TRXLU
- Share
- <0.1%
- Value
- $328,171
- Shares
- 7,238
Held
- Select Sector Spdr TRXLY
- Share
- <0.1%
- Value
- $308,681
- Shares
- 2,632
Held
- Ishares TRIWF
- Share
- <0.1%
- Value
- $299,374
- Shares
- 2,411
Held
- Schwab Strategic TRSCHD
- Share
- <0.1%
- Value
- $265,635
- Shares
- 8,377
+4%
- Ishares TRIBB
- Share
- <0.1%
- Value
- $215,485
- Shares
- 1,133
New
- Select Sector Spdr TRXLI
- Share
- <0.1%
- Value
- $213,757
- Shares
- 1,154
New
- Ishares TRIVV
- Share
- <0.1%
- Value
- $210,956
- Shares
- 282
New
- Select Sector Spdr TRXLC
- Share
- <0.1%
- Value
- $206,118
- Shares
- 1,924
Held
- First Atlantic Nickel & Cobalt
- Share
- <0.1%
- Value
- $7,407
- Shares
- 12,075
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 7.0% | $36m | 180,057 | Held |
| AlphabetGOOG | 6.7% | $35m | 98,432 | +23% |
| AppleAAPL | 5.2% | $27m | 93,535 | +2% |
| Amazon.comAMZN | 4.8% | $25m | 105,103 | Held |
| Schwab Strategic TRSCHF | 4.8% | $25m | 895,562 | +2% |
| Eli LillyLLY | 4.0% | $20m | 17,036 | +87% |
| BroadcomAVGO | 3.7% | $19m | 49,924 | -6% |
| Vertiv HoldingsVRT | 3.0% | $16m | 46,774 | -30% |
| MicrosoftMSFT | 3.0% | $15m | 41,425 | -30% |
| Arista NetworksANET | 2.8% | $15m | 86,097 | -6% |
| Marvell TechnologyMRVL | 2.7% | $14m | 47,243 | New |
| Meta PlatformsMETA | 2.7% | $14m | 24,735 | -2% |
| TeslaTSLA | 2.6% | $13m | 31,933 | +49% |
| Goldman Sachs GroupGS | 2.5% | $13m | 12,889 | +3% |
| JPMorgan ChaseJPM | 2.5% | $13m | 39,360 | +2% |
| Taiwan Semiconductor ManufacturingTSM | 2.4% | $12m | 26,112 | New |
| ARM HoldingsARM | 2.4% | $12m | 34,484 | +2% |
| Quanta ServicesPWR | 2.4% | $12m | 16,862 | +3% |
| United RentalsURI | 2.2% | $12m | 10,196 | +3% |
| Micron TechnologyMU | 2.2% | $11m | 9,622 | New |
| Schwab Strategic TRSCHG | 2.1% | $11m | 324,195 | +3% |
| Costco WholesaleCOST | 2.1% | $11m | 11,430 | -21% |
| DatadogDDOG | 2.0% | $10m | 39,002 | +2% |
| KLAKLAC | 1.8% | $9m | 31,302 | New |
| GE VernovaGEV | 1.8% | $9m | 7,791 | New |
| AppLovinAPP | 1.7% | $9m | 17,545 | +81% |
| Schwab Strategic TRSCHM | 1.6% | $8m | 226,927 | Held |
| Fidelity Covington TrustFBCG | 1.4% | $7m | 119,988 | +2% |
| United TherapeuticsUTHR | 1.4% | $7m | 13,117 | +46% |
| MastercardMA | 1.3% | $7m | 12,715 | -24% |
| Palantir TechnologiesPLTR | 1.2% | $6m | 54,115 | -9% |
| Bloom EnergyBE | 1.1% | $6m | 18,475 | New |
| ASML Holding NVASML | 1.0% | $5m | 2,612 | New |
| Intuitive SurgicalISRG | 0.9% | $5m | 12,225 | -33% |
| Vanguard Index FDSVTV | 0.9% | $5m | 21,796 | Held |
| Schwab Strategic TRSCHA | 0.8% | $4m | 119,969 | Held |
| Pacer FDS TRCOWZ | 0.7% | $3m | 54,491 | +5% |
| Texas RoadhouseTXRH | 0.6% | $3m | 17,196 | Held |
| Ishares TRIWP | 0.6% | $3m | 20,519 | +4% |
| Invesco QQQ TRQQQ | 0.5% | $3m | 3,815 | +3% |
| BallBALL | 0.4% | $2m | 32,116 | -18% |
| Johnson & JohnsonJNJ | 0.4% | $2m | 7,326 | -5% |
| SymboticSYM | 0.3% | $2m | 37,978 | New |
| Spdr Gold TRGLD | 0.3% | $2m | 4,529 | +4% |
| AbbVieABBV | 0.2% | $1m | 4,787 | Held |
| Berkshire HathawayBRK-B | 0.2% | $1m | 2,340 | Held |
| AlphabetGOOGL | 0.2% | $881,989 | 2,468 | Held |
| Procter & GamblePG | 0.2% | $814,292 | 5,553 | Held |
| Cisco SystemsCSCO | 0.2% | $811,531 | 6,909 | Held |
| CaterpillarCAT | 0.1% | $713,483 | 670 | -9% |
| Vanguard Index FDSVTI | 0.1% | $610,936 | 1,651 | -21% |
| Schwab Strategic TRSCHB | 0.1% | $609,753 | 21,055 | +5% |
| Morgan StanleyMS | 0.1% | $568,380 | 2,719 | Held |
| Moody'sMCO | <0.1% | $461,978 | 1,020 | Held |
| Northrop GrummanNOC | <0.1% | $454,814 | 893 | Held |
| ExxonMobil HoldingsXOM | <0.1% | $454,457 | 3,324 | Held |
| Invesco Exch Traded FD TR IIKBWB | <0.1% | $450,116 | 4,841 | Held |
| Home DepotHD | <0.1% | $447,198 | 1,268 | Held |
| Select Sector Spdr TRXLK | <0.1% | $434,386 | 2,280 | Held |
| IntelINTC | <0.1% | $420,286 | 3,010 | New |
| Vanguard Intl Equity Index FVWO | <0.1% | $365,959 | 6,131 | Held |
| PepsiCoPEP | <0.1% | $332,813 | 2,458 | Held |
| Select Sector Spdr TRXLU | <0.1% | $328,171 | 7,238 | Held |
| Union PacificUNP | <0.1% | $326,400 | 1,200 | Held |
| McDonald'sMCD | <0.1% | $319,236 | 1,181 | Held |
| Select Sector Spdr TRXLY | <0.1% | $308,681 | 2,632 | Held |
| Huntington BancsharesHBAN | <0.1% | $301,233 | 16,990 | -10% |
| Ishares TRIWF | <0.1% | $299,374 | 2,411 | Held |
| OracleORCL | <0.1% | $295,738 | 2,018 | -6% |
| Illinois Tool WorksITW | <0.1% | $282,100 | 1,043 | Held |
| ChevronCVX | <0.1% | $281,129 | 1,696 | Held |
| Walt DisneyDIS | <0.1% | $278,932 | 2,898 | Held |
| Norfolk SouthernNSC | <0.1% | $270,862 | 861 | Held |
| Schwab Strategic TRSCHD | <0.1% | $265,635 | 8,377 | +4% |
| International Business MachinesIBM | <0.1% | $256,464 | 912 | Held |
| Charles SchwabSCHW | <0.1% | $243,593 | 2,640 | Held |
| CintasCTAS | <0.1% | $239,643 | 1,409 | -97% |
| ComcastCMCSA | <0.1% | $221,441 | 9,020 | Held |
| EchoStarECHO | <0.1% | $220,052 | 2,168 | Held |
| Ishares TRIBB | <0.1% | $215,485 | 1,133 | New |
| Select Sector Spdr TRXLI | <0.1% | $213,757 | 1,154 | New |
| Ishares TRIVV | <0.1% | $210,956 | 282 | New |
| NextEra EnergyNEE | <0.1% | $210,648 | 2,400 | Held |
| Select Sector Spdr TRXLC | <0.1% | $206,118 | 1,924 | Held |
| ChubbCB | <0.1% | $204,785 | 601 | New |
| First Atlantic Nickel & Cobalt | <0.1% | $7,407 | 12,075 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 13.7% since 30 June 2025.
Where the money is
Technology36.7%
Industrials12.3%
Media & telecom11.5%
Retail & consumer8.2%
Health care6.9%
Financial services6.9%
Everyday goods2.3%
Materials0.4%
Energy0.1%
Utilities0.0%
Other14.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.