0000950123-18-009864.txt : 20181012 0000950123-18-009864.hdr.sgml : 20181012 20181012135149 ACCESSION NUMBER: 0000950123-18-009864 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181012 DATE AS OF CHANGE: 20181012 EFFECTIVENESS DATE: 20181012 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Broadleaf Partners, LLC CENTRAL INDEX KEY: 0001712686 IRS NUMBER: 203476190 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18196 FILM NUMBER: 181119958 BUSINESS ADDRESS: STREET 1: 9 AURORA STREET, SUITE 5 CITY: HUDSON STATE: OH ZIP: 44236 BUSINESS PHONE: 3306500921 MAIL ADDRESS: STREET 1: 9 AURORA STREET, SUITE 5 CITY: HUDSON STATE: OH ZIP: 44236 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001712686 XXXXXXXX 09-30-2018 09-30-2018 Broadleaf Partners, LLC
9 AURORA STREET, SUITE 5 Hudson OH 44236
13F HOLDINGS REPORT 028-18196 N
Kathleen Zullo Operations Associate 330-650-0921 Kathleen Zullo Hudson OH 10-12-2018 0 55 149088 false
INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F Abbott Laboratories COM 002824100 543 7406 SH SOLE 0 0 7406 Abbvie Inc COM 00287Y109 4865 51434 SH SOLE 0 13482 37952 Adobe Systems Inc COM 00724F101 4771 17674 SH SOLE 0 5000 12674 Alibaba Group Hldg F Sponsored COM 01609W102 3305 20058 SH SOLE 0 5628 14430 Alphabet Inc. Class C COM 02079K107 7790 6527 SH SOLE 0 1879 4648 Amazon Com Inc COM 023135106 8575 4281 SH SOLE 0 1240 3041 American Tower Corp Cl A COM 03027X100 1592 10954 SH SOLE 0 3294 7660 Apple Inc COM 037833100 9540 42261 SH SOLE 0 12322 29939 Arista Networks Inc COM 040413106 3553 13366 SH SOLE 0 3783 9583 Berkshire Hathaway Class B COM 084670702 447 2090 SH SOLE 0 0 2090 Biogen Inc COM 09062X103 3509 9932 SH SOLE 0 2935 6997 Boeing Co COM 097023105 4397 11823 SH SOLE 0 3326 8497 Caterpillar Inc COM 149123101 1404 9204 SH SOLE 0 2631 6573 Charles Schwab Corp COM 808513105 2630 53516 SH SOLE 0 15241 38275 Cisco Systems Inc COM 17275R102 380 7806 SH SOLE 0 0 7806 Danaher Corp COM 235851102 2718 25017 SH SOLE 0 7444 17573 Facebook Inc Class A COM 30303M102 5690 34599 SH SOLE 0 9665 24934 General Electric Co COM 369604103 125 11085 SH SOLE 0 0 11085 Home Depot Inc COM 437076102 3542 17099 SH SOLE 0 4770 12329 Huntington Bancshs COM 446150104 205 13724 SH SOLE 0 0 13724 Intercontinental Exc COM 45866F104 3222 43023 SH SOLE 0 12809 30214 Intuit Inc COM 461202103 2841 12492 SH SOLE 0 3741 8751 Johnson & Johnson COM 478160104 877 6350 SH SOLE 0 0 6350 Mastercard Inc Class A COM 57636Q104 3290 14780 SH SOLE 0 4244 10536 McDonalds Corp COM 580135101 206 1230 SH SOLE 0 0 1230 Microsoft Corp COM 594918104 9207 80500 SH SOLE 0 21594 58906 Paypal Holdings Inco COM 70450Y103 4200 47811 SH SOLE 0 13239 34572 Pepsico Incorporated COM 713448108 249 2228 SH SOLE 0 0 2228 Rite Aid Corporation COM 767754104 26 20000 SH SOLE 0 0 20000 Roper Technologies COM 776696106 2983 10072 SH SOLE 0 2910 7162 Royal Dutch Shell F Sponsored COM 780259206 218 3200 SH SOLE 0 0 3200 Salesforce.com COM 79466L302 5104 32093 SH SOLE 0 9265 22828 Schlumberger Ltd F COM 806857108 3088 50696 SH SOLE 0 14618 36078 Service Now Inc COM 81762P102 1925 9841 SH SOLE 0 2964 6877 Sherwin Williams Co COM 824348106 1830 4020 SH SOLE 0 1220 2800 Sirius XM Hldgs Inc COM 82968B103 2779 439661 SH SOLE 0 129235 310426 T Rowe Price Group COM 74144T108 2390 21893 SH SOLE 0 6548 15345 The Trade Desk Inc Class A COM 88339J105 2101 13922 SH SOLE 0 4215 9707 Union Pacific Corp COM 907818108 2923 17952 SH SOLE 0 5276 12676 UnitedHealth Grp Inc COM 91324P102 2980 11203 SH SOLE 0 3348 7855 Vertex Pharmaceuticals COM 92532F100 3686 19123 SH SOLE 0 5804 13319 Visa Inc Class A COM 92826C839 4045 26952 SH SOLE 0 7868 19084 Alps Alerian MLP ETF ETF 00162Q866 1854 173619 SH SOLE 0 0 173619 Charles Schwab US MC ETF ETF 808524508 3283 56762 SH SOLE 0 0 56762 Invesco KBW Bank ETF ETF 46138E628 231 4273 SH SOLE 0 0 4273 Schwab International Equity ET ETF 808524805 5475 163291 SH SOLE 0 0 163291 Schwab US Dividend Equity ETF ETF 808524797 1496 28225 SH SOLE 0 0 28225 Schwab US Small Cap ETF ETF 808524607 1379 18109 SH SOLE 0 0 18109 Spdr Gold Shares ETF ETF 78463V107 207 1836 SH SOLE 0 0 1836 Spdr S&P Dividend ETF ETF 78464A763 234 2388 SH SOLE 0 0 2388 Vanguard FTSE Emerging Markets ETF 922042858 2029 49485 SH SOLE 0 0 49485 Vanguard Small Cap Growth ETF 922908595 1124 5998 SH SOLE 0 0 5998 Vanguard Value ETF 922908744 704 6357 SH SOLE 0 0 6357 iShares NASDAQ Biotechnology E ETF 464287556 288 2364 SH SOLE 0 0 2364 iShares Russell Mid Cap Growth ETF 464287481 1033 7617 SH SOLE 0 0 7617