0000950123-23-009958.txt : 20231113 0000950123-23-009958.hdr.sgml : 20231113 20231113070009 ACCESSION NUMBER: 0000950123-23-009958 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 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: 231394992 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 X0202 13F-HR LIVE 0001712686 XXXXXXXX 09-30-2023 09-30-2023 false Broadleaf Partners, LLC

9 AURORA STREET, SUITE 5 Hudson OH 44236

13F HOLDINGS REPORT 028-18196 N Pete MacKay 330-650-0921 Pete MacKay Hudson OH 11-10-2023 0 72 299445188 false INFORMATION TABLE 2 28021.xml INFORMATION TABLE FOR FORM 13F Abbott Laboratories COM 002824100 562795 5811 SH SOLE 0 0 5811 Abbvie Inc COM 00287Y109 1177276 7898 SH SOLE 0 0 7898 Airbnb Inc. COM 009066101 6108589 44520 SH SOLE 0 11085 33435 Alphabet Inc. Class A COM 02079K305 512971 3920 SH SOLE 0 0 3920 Alphabet Inc. Class C COM 02079K107 11273571 85503 SH SOLE 0 24117 61386 Amazon Com Inc COM 023135106 12473777 98126 SH SOLE 0 26041 72085 Analog Devices COM 032654105 6575330 37554 SH SOLE 0 10278 27276 Apple Inc COM 037833100 19005337 111006 SH SOLE 0 29599 81407 Arista Networks Inc COM 040413106 8014014 43571 SH SOLE 0 10700 32871 Ball Corporation COM 058498106 3793037 76196 SH SOLE 0 0 76196 Berkshire Hathaway Class B COM 084670702 819352 2339 SH SOLE 0 0 2339 Caterpillar Inc COM 149123101 207480 760 SH SOLE 0 0 760 Chevron Corporation COM 166764100 339769 2015 SH SOLE 0 0 2015 Chipotle Mexican Grille COM 169656105 6583597 3594 SH SOLE 0 986 2608 Chubb Ltd F COM H1467J104 355155 1706 SH SOLE 0 0 1706 Cisco Systems Inc COM 17275R102 435348 8098 SH SOLE 0 0 8098 Comcast Corporation Class A COM 20030N101 377466 8513 SH SOLE 0 0 8513 Costco Wholesale Co COM 22160k105 7742777 13705 SH SOLE 0 3647 10058 DNP Select Income Fund COM 23325P104 95200 10000 SH SOLE 0 0 10000 Dexcom Inc COM 252131107 7828990 83912 SH SOLE 0 23044 60868 Eli Lilly & Co. COM 532457108 10553530 19648 SH SOLE 0 5068 14580 Enphase Energy Inc. COM 29355A107 2298229 19128 SH SOLE 0 4852 14276 Exxon Mobil Corp COM 30231G102 759228 6457 SH SOLE 0 0 6457 General Dynamics Co COM 369550108 3351894 15169 SH SOLE 0 4069 11100 Home Depot Inc COM 437076102 527269 1745 SH SOLE 0 0 1745 Huntington Bancshs COM 446150104 196851 18928 SH SOLE 0 0 18928 Illinois Tool Works COM 452308109 266929 1159 SH SOLE 0 0 1159 Intuit Inc COM 461202103 7650305 14973 SH SOLE 0 4104 10869 Intuitive Surgical COM 46120E602 8638339 29554 SH SOLE 0 8120 21434 Johnson & Johnson COM 478160104 1124982 7223 SH SOLE 0 0 7223 Lockheed Martin Corp COM 539830109 6519231 15941 SH SOLE 0 4396 11545 Mastercard Inc Class A COM 57636Q104 11274725 28478 SH SOLE 0 7479 20999 McDonalds Corp COM 580135101 311123 1181 SH SOLE 0 0 1181 Meta Platforms Inc Class A COM 30303M102 9963369 33188 SH SOLE 0 8992 24196 Microsoft Corp COM 594918104 20544274 65065 SH SOLE 0 14917 50148 Moodys Corp COM 615369105 328817 1040 SH SOLE 0 0 1040 Morgan Stanley COM 617446448 222061 2719 SH SOLE 0 0 2719 Northrup Grumman Co COM 666807102 619788 1408 SH SOLE 0 0 1408 Nvidia Corp COM 67066G104 11319310 26022 SH SOLE 0 6945 19077 O'Reilly Automotive COM 67103H107 5923949 6518 SH SOLE 0 1789 4729 Oracle Corp. COM 68389X105 211840 2000 SH SOLE 0 0 2000 Pepsico Incorporated COM 713448108 795860 4697 SH SOLE 0 0 4697 Procter & Gamble COM 742718109 954246 6542 SH SOLE 0 0 6542 SLB COM 806857108 8268397 141825 SH SOLE 0 38759 103066 Service Now Inc COM 81762P102 9377113 16776 SH SOLE 0 4302 12474 Sherwin Williams Co COM 824348106 4146858 16259 SH SOLE 0 4437 11822 Synopsys, Inc. COM 871607107 5017919 10933 SH SOLE 0 3006 7927 Tesla Motors Inc COM 88160R101 6126887 24486 SH SOLE 0 5944 18542 The Trade Desk Inc Class A COM 88339J105 9186611 117551 SH SOLE 0 29753 87798 Union Pacific Corp COM 907818108 244356 1200 SH SOLE 0 0 1200 United Rentals Inc COM 911363109 7159355 16104 SH SOLE 0 4420 11684 UnitedHealth Grp Inc COM 91324P102 3659411 7258 SH SOLE 0 1973 5285 Vertex Pharmaceuticals COM 92532F100 6073279 17465 SH SOLE 0 4793 12672 Walt Disney Co COM 254687106 280838 3465 SH SOLE 0 0 3465 Charles Schwab US MC ETF ETF 808524508 4750527 70191 SH SOLE 0 97 70094 Invesco KBW Bank ETF ETF 46138E628 227237 5671 SH SOLE 0 0 5671 Ishares Russell 1000 Growth Et ETF 464287614 264926 996 SH SOLE 0 0 996 SPDR Fund Consume Discre Selec ETF 81369Y407 211850 1316 SH SOLE 0 0 1316 Schwab International Equity ET ETF 808524805 12592520 370804 SH SOLE 0 546 370258 Schwab US Broad Market ETF ETF 808524102 354733 7116 SH SOLE 0 0 7116 Schwab US Dividend Equity ETF ETF 808524797 3674142 51924 SH SOLE 0 96 51828 Schwab US Large Cap Growth ETF ETF 808524300 7802475 107295 SH SOLE 0 160 107135 Schwab US Small Cap ETF ETF 808524607 2350419 56746 SH SOLE 0 65 56681 Select Sector UTI Select Spdr ETF 81369Y886 214564 3641 SH SOLE 0 0 3641 Spdr Gold Shares ETF ETF 78463V107 552240 3221 SH SOLE 0 0 3221 Spdr S&P Dividend ETF ETF 78464A763 296266 2576 SH SOLE 0 0 2576 Vanguard FTSE Emerging Markets ETF 922042858 3429111 87455 SH SOLE 0 112 87343 Vanguard S&P 500 ETF new ETF 922908363 639708 1629 SH SOLE 0 0 1629 Vanguard Total Stock Market ET ETF 922908769 289727 1364 SH SOLE 0 0 1364 Vanguard Value ETF 922908744 1492954 10824 SH SOLE 0 0 10824 iShares NASDAQ Biotechnology E ETF 464287556 294597 2409 SH SOLE 0 0 2409 iShares Russell Mid Cap Growth ETF 464287481 1828188 20013 SH SOLE 0 29 19984