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CIK: 0001712686
Total reported value
$516.6M
$516.6M
112 檔
25.7%
According to the latest 13F quarterly dataset, Broadleaf Partners, LLC managed an equity portfolio of $516.6M at the end of Q1 2026, spanning 112 distinct U.S. exchange-listed positions.
In Q1 2026, Broadleaf Partners, LLC adopted a defensive or profit-taking posture, trimming 47 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 7.40% | — | -3.24% | ||
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.40% | -0.43% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.40% | -0.16% | -3.05% | |
| 4 | ✓ | Stock-Other | 5.37% | — | -3.51% | ||
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.37% | +1.36% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 5.13% | -2.14% | -2.74% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.10% | -0.25% | -4.11% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.05% | -0.25% | +11.94% | |
| 9 | ✓ | Stock-Other | 3.93% | — | -3.31% | ||
| 10 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 3.93% | -0.90% | — | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 3.85% | -0.20% | +3.83% | |
| 12 | ✓ | Stock-Other | 3.37% | — | -2.95% | ||
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.37% | -0.67% | — | |
| 14 | ✓ | Stock-Other | 3.36% | — | +14.08% | ||
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.36% | -1.29% | — | |
| 16 | ✓ | Stock-Other | 2.74% | — | +28.48% | ||
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 2.74% | -2.74% | EXIT | |
| 18 | ✓ | Stock-Other | 2.64% | — | -3.28% | ||
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.64% | -0.15% | — | |
| 20 | ANET | Arista Networks Inc | Stock-Tech | 2.62% | +0.21% | -4.12% | |
| 21 | ✓ | Stock-Other | 2.47% | — | -29.08% | ||
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.47% | +0.05% | — | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.13% | -0.01% | -23.44% | |
| 24 | PWR | Quanta Services Inc | Stock-Industrials | 2.09% | +0.26% | -3.70% | |
| 25 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.04% | -0.82% | -2.08% | |
| 26 | ✓ | Stock-Other | 1.95% | — | -2.95% | ||
| 27 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.95% | -1.01% | — | |
| 28 | ✓ | Stock-Other | 1.95% | — | -2.97% | ||
| 29 | MA | Mastercard Inc - A | Stock-Financials | 1.95% | -0.69% | — | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.95% | +2.01% | +45.45% | |
| 31 | ✓ | Stock-Other | 1.86% | — | -3.70% | ||
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.86% | +0.74% | — | |
| 33 | CTAS | Cintas CORP | Stock-Industrials | 1.74% | -1.69% | -3.83% | |
| 34 | URI | United Rentals Inc | Stock-Industrials | 1.69% | +0.55% | -3.34% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.61% | +0.01% | -2.12% | |
| 36 | ✓ | Stock-Other | 1.55% | — | -3.00% | ||
| 37 | UBER | Uber Technologies Inc | Stock-Industrials | 1.55% | -1.55% | EXIT | |
| 38 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.37% | +0.07% | -3.68% | |
| 39 | ✓ | Stock-Other | 1.37% | — | -2.82% | ||
| 40 | NOW | Servicenow Inc | Stock-Tech | 1.37% | -1.37% | EXIT | |
| 41 | ✓ | Stock-Other | 1.24% | — | -3.21% | ||
| 42 | UTHR | United Therapeutics CORP | Stock-Healthcare | 1.24% | +0.14% | — | |
| 43 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.19% | +1.18% | -15.19% | |
| 44 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.19% | -1.19% | EXIT | |
| 45 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.06% | -1.06% | EXIT | |
| 46 | ✓ | Stock-Other | 1.05% | — | -3.14% | ||
| 47 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.05% | +0.92% | — | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.98% | -0.06% | -0.99% | |
| 49 | APP | Applovin Corp-class A | Stock-Tech | 0.90% | +0.85% | +23.49% | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.80% | +0.04% | -4.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +1.6% | -3.31% | Trim | |
| 2 | SCHF | Schwab Intl Equity ETF | +1.1% | +11.94% | Add |
| 3 | ✓ | +1.1% | +14.08% | Add | |
| 4 | ✓ | +0.9% | +28.48% | Add | |
| 5 | PWR | Quanta Services Inc | +0.6% | -3.70% | Trim |
| 6 | LLY | Eli Lilly & Co | +0.5% | +45.45% | Add |
| 7 | ✓ | +0.3% | +268.58% | Add | |
| 8 | ✓ | +0.3% | -3.21% | Trim | |
| 9 | ARM | Arm Holdings Plc-adr | +0.3% | -15.19% | Trim |
| 10 | SCHM | Schwab US Mid Cap ETF | +0.2% | -2.12% | Trim |
| 11 | JNJ | Johnson & Johnson | +0.1% | +5.14% | Add |
| 12 | VTV | Vanguard Value ETF | +0.1% | -0.99% | Trim |
| 13 | AVGO | Broadcom Inc | +0.1% | +3.83% | Add |
| 14 | BALL | Ball CORP | +0.1% | — | Unchanged |
| 15 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | -2.73% | Trim |
| 16 | ✓ | +0.1% | -0.48% | Trim | |
| 17 | SCHA | Schwab US Small-cap ETF | +0.1% | -4.85% | Trim |
| 18 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +6.37% | Add |
| 19 | TXRH | Texas Roadhouse Inc | 0% | -3.43% | Trim |
| 20 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 21 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 22 | CVX | Chevron CORP | 0% | — | Unchanged |
| 23 | VOO | Vanguard S&p 500 ETF | 0% | +2.60% | Add |
| 24 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 25 | PG | Procter & Gamble Co/the | 0% | -0.05% | Trim |
| 26 | VTI | Vanguard Total Stock Mkt ETF | 0% | +4.24% | Add |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.04% | Trim |
| 28 | ✓ | 0% | — | Unchanged | |
| 29 | FE | Firstenergy CORP | 0% | — | Unchanged |
| 30 | ✓ | 0% | — | Unchanged | |
| 31 | HD | Home Depot Inc | 0% | -0.16% | Trim |
| 32 | ECHO | Echostar Corp-a | 0% | — | Unchanged |
| 33 | VWO | Vanguard Ftse Emerging Marke | 0% | -5.27% | Trim |
| 34 | ITW | Illinois Tool Works | 0% | — | Unchanged |
| 35 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 36 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 37 | ✓ | 0% | — | Unchanged | |
| 38 | NSC | Norfolk Southern CORP | 0% | — | Unchanged |
| 39 | ✓ | — | -3.24% | Trim | |
| 40 | AAPL | Apple Inc | — | -3.05% | Trim |
| 41 | QQQ | Invesco Qqq Trust Series 1 | — | -3.08% | Trim |
| 42 | DIS | Walt Disney Co/the | — | -3.36% | Trim |
| 43 | MS | Morgan Stanley | — | — | Unchanged |
| 44 | HBAN | Huntington Bancshares Inc | — | — | Unchanged |
| 45 | ✓ | — | — | Unchanged | |
| 46 | ✓ | — | — | Unchanged | |
| 47 | ✓ | — | — | Unchanged | |
| 48 | SCHW | Schwab (charles) CORP | — | — | Unchanged |
| 49 | SCHD | Schwab US Dvd Equity ETF | — | -15.52% | Trim |
| 50 | ✓ | — | — | Unchanged |
According to official SEC Form 13F filings, Broadleaf Partners, LLC reported a total U.S. public equity portfolio value of $516.6M across 112 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including , NVDA, AAPL) accounted for 25.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
市值: $222.9K
Top Position Liquidated / Trimmed
前期市值: $35.1M
During Q1 2026, Broadleaf Partners, LLC's top holdings by market value included (7.4%)、NVDA (7.4%)、AAPL (5.4%). The largest single position, , represented 7.4% of total portfolio value.
In Q1 2026, Broadleaf Partners, LLC made 60 total portfolio adjustments, initiating 2 new buys, adding to 11 positions, trimming 47 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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