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Portfolio (Quarterly) Guide ↗

Broadleaf Partners, LLC

· CIK 0001712686
13F Portfolio $517M AUM 86 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 26 Added 17 Reduced 12 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWP IShares Russell Mid Cap Growth 20,519.0 $3.0M 0.58% +700.0 +3.5% $146.41 -3.1%
22 QQQ Invesco QQQ Trust Financial Services 3,815.0 $2.8M 0.54% +106.0 +2.9% $736.40 -3.5%
23 SPDR Gold Shares ETF 4,529.0 $1.7M 0.32% +165.0 +3.8% $368.38
24 SCHB Schwab US Broad Market ETF 21,055.0 $610K 0.12% +1K +5.4% $28.96 +2.2%
25 IWF IShares Russell 1000 Growth ET 2,411.0 $299K 0.06% +2K +302.5% $124.17 -1.9%
26 SCHD Schwab US Dividend Equity ETF 8,377.0 $266K 0.05% +321.0 +4.0% $31.71 +10.7%
Page 2 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 60.6%
Industrials 12.9%
Consumer Cyclical 12.0%
Healthcare 8.6%
Utilities 3.5%
Financial Services 1.7%
Consumer Defensive 0.4%
Energy 0.1%
Communication Services 0.1%