Broadleaf Partners, LLC

Q2 2026 13F-HR Holdings

Location
Hudson, OH
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$516,555
Net value change ($000)
+87,661 (20.4%)
New positions
14
Sold out positions
12
Turnover %
22.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MRVL 14,073 NEW
TSM 12,470 NEW
LLY 12,070 144.3%
GOOGL 11,743 51.0%
MU 11,107 NEW
KLAC 9,444 NEW
GEV 9,153 NEW
ARM 7,120 139.4%
DDOG 5,662 126.0%
BE 5,592 NEW
Top Reduces (Value $000, Stocks/ETFs)
NFLX -11,759 -100.0%
CTAS -7,220 -96.8%
UBER -6,631 -100.0%
MSFT -6,540 -29.7%
NOW -5,855 -100.0%
BKNG -5,086 -100.0%
SHOP -4,549 -100.0%
COST -3,705 -25.7%
ISRG -3,522 -42.0%
TDG -3,369 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type