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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 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 Select Sector Industrial SPDR 1,154.0 $214K 0.04% NEW $185.23
82 IVV IShares Core S&P 500 ETF 282.0 $211K 0.04% NEW $748.07 +2.8%
83 NEXTERA ENERGY INC 2,400.0 $211K 0.04% $87.77
84 Communicate SVS SLCT SEC SPDR 1,924.0 $206K 0.04% $107.13
85 CHUBB LTD F 601.0 $205K 0.04% NEW $340.74
86 First Atlantic Nickel & Cobalt 12,075.0 $7K 0.00% NEW $0.61
Page 5 of 5  ·  86 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%