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Pete MacKay

Broadleaf Partners, Llc

Assets Managed
$428.894M
Holdings
84
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
-9.55%(2Q avg: -5.34%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Broadleaf Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Broadleaf Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 428.894M in assets, with a quarterly growth rate of -9.55% and a 2-quarter average growth rate of -5.34%. The portfolio is managed by Pete MacKay, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -3.24%
7.41%
$31.746M
182,032 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.05%
5.41%
$23.172M
91,302 shares@ $253.8 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -3.5%
5.38%
$23.036M
80,303 shares@ $286.87 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.74%
5.13%
$21.992M
59,410 shares@ $370.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -4.1%
5.11%
$21.888M
105,095 shares@ $208.28 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 11.95%
5.05%
$21.653M
874,865 shares@ $24.76 avg price
VRT
Vertiv Holdings Co-a
Recent Activity
Decreased -3.3%
3.93%
$16.838M
67,198 shares@ $250.59 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 3.84%
3.85%
$16.504M
53,322 shares@ $309.51 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -2.95%
3.38%
$14.47M
25,292 shares@ $572.14 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 14.08%
3.36%
$14.397M
14,449 shares@ $996.43 avg price

1-10 of 84