0000950123-19-009604.txt : 20191021 0000950123-19-009604.hdr.sgml : 20191021 20191021094042 ACCESSION NUMBER: 0000950123-19-009604 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191021 DATE AS OF CHANGE: 20191021 EFFECTIVENESS DATE: 20191021 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: 191158948 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 09-30-2019 09-30-2019 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 10-17-2019 0 55 160016 false
INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F Abbott Laboratories COM 002824100 444 5306 SH SOLE 0 0 5306 Abbvie Inc COM 00287Y109 400 5281 SH SOLE 0 0 5281 Adobe Systems Inc COM 00724F101 5076 18376 SH SOLE 0 5022 13354 Alphabet Inc. Class C COM 02079K107 7806 6404 SH SOLE 0 1784 4620 Amazon Com Inc COM 023135106 8230 4741 SH SOLE 0 1331 3410 American Tower Corp Cl A COM 03027X100 2650 11986 SH SOLE 0 3430 8556 Apple Inc COM 037833100 8466 37800 SH SOLE 0 10914 26886 Ball Corporation COM 058498106 393 5400 SH SOLE 0 0 5400 Berkshire Hathaway Class B COM 084670702 426 2046 SH SOLE 0 0 2046 Biogen Inc COM 09062X103 3893 16723 SH SOLE 0 4949 11774 Cisco Systems Inc COM 17275R102 402 8126 SH SOLE 0 0 8126 Costco Wholesale Co COM 22160k105 3115 10812 SH SOLE 0 3050 7762 Danaher Corp COM 235851102 4714 32639 SH SOLE 0 9507 23132 Facebook Inc Class A COM 30303M102 5958 33458 SH SOLE 0 9063 24395 Goldman Sachs Group COM 38141G104 4271 20611 SH SOLE 0 6058 14553 Home Depot Inc COM 437076102 3854 16611 SH SOLE 0 4499 12112 Huntington Bancshs COM 446150104 182 12724 SH SOLE 0 0 12724 Intercontinental Exc COM 45866F104 2436 26406 SH SOLE 0 7369 19037 Intuit Inc COM 461202103 3237 12172 SH SOLE 0 3537 8635 Johnson & Johnson COM 478160104 803 6204 SH SOLE 0 0 6204 Lululemon Athletica COM 550021109 2958 15365 SH SOLE 0 4421 10944 Mastercard Inc Class A COM 57636Q104 4730 17419 SH SOLE 0 4904 12515 McDonalds Corp COM 580135101 264 1230 SH SOLE 0 0 1230 Microsoft Corp COM 594918104 10285 73980 SH SOLE 0 19166 54814 Moodys Corp COM 615369105 219 1070 SH SOLE 0 0 1070 Paylocity Hldg Corp COM 70438V106 3168 32467 SH SOLE 0 9553 22914 Paypal Holdings Inco COM 70450Y103 4608 44487 SH SOLE 0 12197 32290 Pepsico Incorporated COM 713448108 307 2238 SH SOLE 0 0 2238 Procter & Gamble COM 742718109 278 2239 SH SOLE 0 0 2239 Roper Technologies COM 776696106 2682 7521 SH SOLE 0 2087 5434 Salesforce.com COM 79466L302 3935 26512 SH SOLE 0 7296 19216 Service Now Inc COM 81762P102 4076 16056 SH SOLE 0 4457 11599 Sherwin Williams Co COM 824348106 3518 6398 SH SOLE 0 1843 4555 Sun Communities COM 866674104 2726 18364 SH SOLE 0 5418 12946 The Trade Desk Inc Class A COM 88339J105 3742 19951 SH SOLE 0 5502 14449 Transdigm Group Inc COM 893641100 4420 8490 SH SOLE 0 2459 6031 Union Pacific Corp COM 907818108 2921 18031 SH SOLE 0 5122 12909 UnitedHealth Grp Inc COM 91324P102 4090 18819 SH SOLE 0 5460 13359 Vertex Pharmaceuticals COM 92532F100 4969 29332 SH SOLE 0 8196 21136 Visa Inc Class A COM 92826C839 4690 27266 SH SOLE 0 7661 19605 Zoom Video Commmunication COM 98980L101 2024 26568 SH SOLE 0 7671 18897 Alps Alerian MLP ETF ETF 00162Q866 1957 214067 SH SOLE 0 0 214067 Charles Schwab US MC ETF ETF 808524508 3769 66663 SH SOLE 0 0 66663 Invesco KBW Bank ETF ETF 46138E628 245 4757 SH SOLE 0 0 4757 Schwab International Equity ET ETF 808524805 6392 200632 SH SOLE 0 0 200632 Schwab US Dividend Equity ETF ETF 808524797 1776 32425 SH SOLE 0 0 32425 Schwab US Large Cap Growth ETF ETF 808524300 409 4871 SH SOLE 0 0 4871 Schwab US Small Cap ETF ETF 808524607 1532 21974 SH SOLE 0 0 21974 Spdr Gold Shares ETF ETF 78463V107 255 1836 SH SOLE 0 0 1836 Spdr S&P Dividend ETF ETF 78464A763 251 2448 SH SOLE 0 0 2448 Vanguard FTSE Emerging Markets ETF 922042858 2461 61127 SH SOLE 0 0 61127 Vanguard Small Cap Growth ETF 922908595 1289 7083 SH SOLE 0 0 7083 Vanguard Value ETF 922908744 851 7622 SH SOLE 0 0 7622 iShares NASDAQ Biotechnology E ETF 464287556 249 2504 SH SOLE 0 0 2504 iShares Russell Mid Cap Growth ETF 464287481 1214 8588 SH SOLE 0 0 8588