Broadleaf Partners, LLC
86 holdingsFiling period: 2026-06-30Current AUM: $503.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Nvidia Corp. | 180.1K | $36.0M | $36.0M | 7.15% | -1,975 | 2026-06-30 |
| 2 | — | Alphabet Inc. Class C | 98.4K | $34.8M | $34.8M | 6.90% | +18.1K | 2026-06-30 |
| 3 | AAPL | Apple Inc. | 93.5K | $27.1M | $32.2M | 6.38% | +2.2K | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc. | 105.1K | $25.1M | $26.2M | 5.20% | +8 | 2026-06-30 |
| 5 | SCHF | Schwab International Equity ET | 895.6K | $24.8M | $24.1M | 4.78% | +20.7K | 2026-06-30 |
| 6 | LLY | Eli Lilly & Co | 17.0K | $20.4M | $21.8M | 4.32% | +7.9K | 2026-06-30 |
| 7 | AVGO | Broadcom Inc. | 49.9K | $18.9M | $16.4M | 3.26% | -3,398 | 2026-06-30 |
| 8 | — | Vertiv Holdings Co Class A | 46.8K | $15.7M | $15.7M | 3.11% | -20,424 | 2026-06-30 |
| 9 | MSFT | Microsoft Corp. | 41.4K | $15.5M | $22.1M | 4.38% | -17,985 | 2026-06-30 |
| 10 | ANET | Arista Networks Inc. | 86.1K | $14.6M | $15.3M | 3.03% | -5,350 | 2026-06-30 |
| 11 | MRVL | Marvell Technology Inc | 47.2K | $14.1M | $11.0M | 2.19% | -- | 2026-06-30 |
| 12 | — | Meta Platforms Inc Class A | 24.7K | $13.9M | $13.9M | 2.76% | -557 | 2026-06-30 |
| 13 | — | Tesla Inc. | 31.9K | $13.4M | $13.4M | 2.67% | +10.5K | 2026-06-30 |
| 14 | — | Goldman Sachs Group, Inc. | 12.9K | $13.0M | $13.0M | 2.59% | +349 | 2026-06-30 |
| 15 | — | JP Morgan Chase & Co | 39.4K | $12.9M | $12.9M | 2.56% | +904 | 2026-06-30 |
| 16 | TSM | Taiwan Semiconductor ADR | 26.1K | $12.5M | $11.1M | 2.20% | -- | 2026-06-30 |
| 17 | ARM | Arm Holdings PLC - ADR | 34.5K | $12.2M | $7.7M | 1.53% | +723 | 2026-06-30 |
| 18 | PWR | Quanta Services Inc | 16.9K | $12.1M | $9.5M | 1.89% | +529 | 2026-06-30 |
| 19 | URI | United Rentals Inc. | 10.2K | $11.6M | $11.4M | 2.27% | +253 | 2026-06-30 |
| 20 | MU | Micron Technology | 9.6K | $11.1M | $8.7M | 1.73% | -- | 2026-06-30 |
| 21 | SCHG | Schwab US Large Cap Growth ETF | 324.2K | $11.0M | $11.4M | 2.26% | +10.1K | 2026-06-30 |
| 22 | — | Costco Wholesale Co. | 11.4K | $10.7M | $10.7M | 2.12% | -3,019 | 2026-06-30 |
| 23 | — | Datadog Inc Class A | 39.0K | $10.2M | $10.2M | 2.02% | +940 | 2026-06-30 |
| 24 | KLAC | KLA Corp | 31.3K | $9.4M | $4.7M | 0.93% | -- | 2026-06-30 |
| 25 | GEV | GE Vernova Inc | 7.8K | $9.2M | $6.7M | 1.32% | -- | 2026-06-30 |
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