Broadleaf Partners, LLC
SEC Form 13F institutional filer · CIK 0001712686
13F-HR · 67 reported holdings · 2026-03-31
Reported long-US-equity value
$0.39B
Top-10 concentration
57.5%
Broadleaf Partners, LLC — $393M AUM allocation strategy
Broadleaf Partners, LLC files SEC Form 13F and reports $393M of long US equity value across 67 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 28.8%, followed by Financials 18.4% and Communication Services 12.5%.
The top 10 holdings account for 58% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Broadleaf Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$393M
total across 67 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
58% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NFLX +27.1K sh · +$2.83M+$LLY +2.84K sh · +$1.64M+$AVGO +1.97K sh · −$1.27M
Biggest trims (shares)
−$ORCL −43.4K sh · −$8.57M−$SCHW −19.4K sh · −$1.58M−$NVDA −6.1K sh · −$3.34M
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage13.4%—
- Semiconductors12.3%—
- Interactive Media & Services9.6%—
- Technology Hardware, Storage & Peripherals5.9%—
- Systems Software5.6%—
- Broadline Retail5.6%—
- Electrical Components & Equipment4.3%—
- Consumer Staples Merchandise Retail3.7%—
- Other holdings39.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 1.56M | $42.1M | -19.4K | 10.7% |
| $NVDA | NVIDIA Corporation | 182K | $31.7M | -6.1K | 8.1% |
| $AAPL | Apple Inc | 91.3K | $23.2M | -2.87K | 5.9% |
| $GOOGL | Alphabet Inc | 80.3K | $23M | -2.92K | 5.9% |
| $MSFT | Microsoft Corporation | 59.4K | $22M | -1.68K | 5.6% |
| $AMZN | Amazon.com Inc | 105K | $21.9M | -4.5K | 5.6% |
| $VRT | Vertiv Holdings LLC | 67.2K | $16.8M | -2.3K | 4.3% |
| $AVGO | Broadcom Inc | 53.3K | $16.5M | +1.97K | 4.2% |
| $META | Meta Platforms Inc | 25.3K | $14.5M | -770 | 3.7% |
| $COST | Costco Wholesale Corporation | 14.4K | $14.4M | +1.78K | 3.7% |
…and 57 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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