Broadleaf Partners, LLC - Portfolio overview

Broadleaf Partners, LLC has 57 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AAPL - Apple Inc., 9.26%
2. MSFT - Microsoft Corp., 8.79%
3. AMZN - Amazon.com Inc., 8.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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