Broadleaf Partners, LLC

All 13F Filings

Location
Hudson, OH
Most recent 13F
Q2 2026
Holdings value ($000)
516,555
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/13/2026 86 516,555 13F-HR Broadleaf Partners, LLC
Q1 2026 5/14/2026 84 428,894 13F-HR Broadleaf Partners, LLC
Q4 2025 2/13/2026 82 474,188 13F-HR Broadleaf Partners, LLC
Q3 2025 11/13/2025 80 479,671 13F-HR Broadleaf Partners, LLC
Q2 2025 8/14/2025 82 454,236 13F-HR Broadleaf Partners, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 440.5 K 85.3% 77.53 K 0 77.53 K
ETFs 76.07 K 14.7% 10.14 K 0 10.14 K
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Fund Snapshot

Q2 2026
Latest filed
8/13/2026
Total value ($000)
516,555
Holdings
86
QoQ value change ($000)
87,661 (20.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.