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BROADLEAF PARTNERS, LLC 13F portfolio summary

BROADLEAF PARTNERS, LLC of BROADLEAF PARTNERS, LLC has 86 current stock holdings with a reported portfolio value of $516.6M. The portfolio 1 year return is +15.00%. Top holdings include NVDA (6.97%), GOOG (6.73%), AAPL (5.24%), AMZN (4.85%), SCHF (4.80%).

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BROADLEAF PARTNERS, LLC

BROADLEAF PARTNERS, LLC
Latest filing: 2026-06-30

BROADLEAF PARTNERS, LLC runs BROADLEAF PARTNERS, LLC and currently holds 86 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $516.56M. Their top holdings are NVDA, GOOG, AAPL, AMZN, SCHF. The top five represent 28.6% of reported portfolio weight. BROADLEAF PARTNERS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, BROADLEAF PARTNERS, LLC initiated 13 new positions. They added to 27 existing positions. They trimmed 23 positions. Their current best-performing preview position is ARM with returns of +134.38%.

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Top 5 Holdings
NVDA7.0%
GOOG6.7%
AAPL5.2%
AMZN4.8%
SCHF4.8%
Top 5: 28.6%
Portfolio Returns
1 Year
+15.00%
#0/1000
3 Year
+80.56%
#0/1000
5 Year
+88.30%
#0/1000

Portfolio Value

$516.56M

Alpha Score

64.0

#0 of 1000

Holdings

86

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86 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
NVDA
Nvidia Corp.
6.97%$43.80$214.76+390.32%
Trimmed
-1.08%
GOOG
Alphabet Inc. Class C
6.73%$171.38$341.75+99.41%
Added
+22.58%
AAPL
Apple Inc.
5.24%$112.33$309.35+175.39%
Added
+2.45%
AMZN
Amazon.com Inc.
4.85%$138.75$258.63+86.40%
Added
+0.01%
SCHF
Schwab International Equity ET
4.80%$18.47$28.46+54.06%
Added
+2.37%
LLY
Eli Lilly & Co
3.96%$876.43$1,254.77+43.17%
Added
+87.37%
AVGO
Broadcom Inc.
3.65%$206.61$368.45+78.33%
Trimmed
-6.37%
VRT
Vertiv Holdings Co Class A
3.03%$48.03$262.00+445.49%
Trimmed
-30.39%
MSFT
Microsoft Corp.
2.99%$140.29$483.24+244.46%
Trimmed
-30.27%
ANET
Arista Networks Inc.
2.83%$110.53$188.67+70.70%
Trimmed
-5.85%

Showing 1-10 of 86