0000950123-24-004880.txt : 20240514 0000950123-24-004880.hdr.sgml : 20240514 20240514095547 ACCESSION NUMBER: 0000950123-24-004880 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240514 DATE AS OF CHANGE: 20240514 EFFECTIVENESS DATE: 20240514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Broadleaf Partners, LLC CENTRAL INDEX KEY: 0001712686 ORGANIZATION NAME: 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: 24941836 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 03-31-2024 03-31-2024 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 05-13-2024 0 80 390154104 false INFORMATION TABLE 2 32845.xml INFORMATION TABLE FOR FORM 13F ABBOTT LABORATORIES COM 002824100 660478 5811 SH SOLE 0 0 5811 ABBVIE INC COM 00287y109 1440047 7908 SH SOLE 0 0 7908 Adobe Inc COM 00724f101 4474793 8868 SH SOLE 0 2471 6397 Airbnb Inc Class A COM 009066101 6605988 40046 SH SOLE 0 11143 28903 Alphabet Inc. Class C COM 02079k107 7412778 48685 SH SOLE 0 13537 35148 Alphabet Inc. Class C COM 02079k305 561912 3723 SH SOLE 0 0 3723 Amazon.com Inc. COM 023135106 17711151 98188 SH SOLE 0 26182 72006 Analog Devices Inc. COM 032654105 4483504 22668 SH SOLE 0 6287 16381 Apple Inc. COM 037833100 14315493 83482 SH SOLE 0 21905 61577 Arista Networks Inc. COM 040413106 12551494 43284 SH SOLE 0 10754 32530 Arm Holdings PLC - ADR COM 042068205 5788537 46312 SH SOLE 0 12288 34024 BALL CORP COM 058498106 5132563 76196 SH SOLE 0 0 76196 BERKSHIRE HATHAWAY CLASS B COM 084670702 983596 2339 SH SOLE 0 0 2339 CATERPILLAR INC COM 149123101 278487 760 SH SOLE 0 0 760 CHUBB LTD F COM h1467j104 442076 1706 SH SOLE 0 0 1706 CINTAS CORP COM 172908105 240460 350 SH SOLE 0 0 350 CISCO SYSTEMS INC COM 17275r102 400128 8017 SH SOLE 0 0 8017 COMCAST CORP CLASS A COM 20030n101 367955 8488 SH SOLE 0 0 8488 Chevron Corp COM 166764100 319739 2027 SH SOLE 0 0 2027 Chipotle Mexican Grl COM 169656105 10351008 3561 SH SOLE 0 990 2571 Costco Wholesale Co. COM 22160k105 9923473 13545 SH SOLE 0 3663 9882 Crowdstrike Holdings Inc Class COM 22788c105 3042720 9491 SH SOLE 0 2650 6841 Datadog Inc Class A COM 23804l103 5074769 41058 SH SOLE 0 11518 29540 Dexcom Inc. COM 252131107 11486024 82812 SH SOLE 0 23120 59692 EXXON MOBIL CORP COM 30231g102 750575 6457 SH SOLE 0 0 6457 Eli Lilly & Co COM 532457108 14640429 18819 SH SOLE 0 4903 13916 HOME DEPOT INC COM 437076102 668231 1742 SH SOLE 0 0 1742 Huntington Bancshares COM 446150104 266543 19107 SH SOLE 0 0 19107 ILLINOIS TOOL WORKS COM 452308109 310994 1159 SH SOLE 0 0 1159 Intuit Inc. COM 461202103 6231550 9587 SH SOLE 0 2668 6919 Intuitive Surgical COM 46120e602 9841559 24660 SH SOLE 0 6863 17797 JOHNSON & JOHNSON COM 478160104 1141499 7216 SH SOLE 0 0 7216 MCDONALDS CORP COM 580135101 332983 1181 SH SOLE 0 0 1181 MOODYS CORP COM 615369105 408751 1040 SH SOLE 0 0 1040 MORGAN STANLEY COM 617446448 256021 2719 SH SOLE 0 0 2719 Mastercard Inc Class A COM 57636q104 10590206 21991 SH SOLE 0 5772 16219 Meta Platforms Inc Class A COM 30303m102 15979467 32908 SH SOLE 0 9035 23873 Microsoft Corp. COM 594918104 27191975 64632 SH SOLE 0 14992 49640 NORFOLK SOUTHERN CO COM 655844108 237284 931 SH SOLE 0 0 931 NORTHROP GRUMMAN CO COM 666807102 673953 1408 SH SOLE 0 0 1408 Netflix Inc. COM 64110l106 6624756 10908 SH SOLE 0 3027 7881 Nvidia Corp. COM 67066g104 24142220 26719 SH SOLE 0 7153 19566 O Reilly Automotive COM 67103h107 7312885 6478 SH SOLE 0 1797 4681 ORACLE CORP COM 68389x105 251220 2000 SH SOLE 0 0 2000 PEPSICO INC COM 713448108 819397 4682 SH SOLE 0 0 4682 PROCTER & GAMBLE COM 742718109 1050764 6476 SH SOLE 0 0 6476 Progressive Co. Ohio COM 743315103 6527860 31563 SH SOLE 0 8792 22771 RPM INTERNTNL COM 749685103 204951 1723 SH SOLE 0 0 1723 Service Now Inc COM 81762p102 12690148 16645 SH SOLE 0 4322 12323 Sherwin Williams Co COM 824348106 7292888 20997 SH SOLE 0 5834 15163 Synopsys Inc. COM 871607107 6212776 10871 SH SOLE 0 3021 7850 Tesla Inc. COM 88160r101 6902746 39267 SH SOLE 0 10083 29184 The Trade Desk Inc Class A COM 88339j105 10192735 116595 SH SOLE 0 29723 86872 Transdigm Group Inc COM 893641100 5352534 4346 SH SOLE 0 1214 3132 UNION PACIFIC CORP COM 907818108 295116 1200 SH SOLE 0 0 1200 Uber Technologies Inc. COM 90353t100 6404490 83186 SH SOLE 0 22257 60929 United Rentals Inc. COM 911363109 7645208 10602 SH SOLE 0 2952 7650 Unitedhealth Grp Inc. COM 91324p102 3527706 7131 SH SOLE 0 1959 5172 Vertex Pharmaceuticals COM 92532f100 7240769 17322 SH SOLE 0 4814 12508 Vertiv Holdings Co Class A COM 92537n108 6088907 74555 SH SOLE 0 20720 53835 WALT DISNEY CO COM 254687106 414311 3386 SH SOLE 0 0 3386 CHARLES SCHWAB US MC ETF ETF 808524508 5804086 71277 SH SOLE 0 92 71185 INVESCO KBW BANK ETF ETF 46138e628 294647 5491 SH SOLE 0 0 5491 ISHARES BIOTECHNOLOGY ETF ETF 464287556 294062 2143 SH SOLE 0 0 2143 ISHARES RUSSELL 1000 GROWTH ET ETF 464287614 319860 949 SH SOLE 0 0 949 ISHARES RUSSELL MID CAP GROWTH ETF 464287481 2248101 19696 SH SOLE 0 28 19668 SCHWAB INTERNATIONAL EQUITY ET ETF 808524805 14796988 379215 SH SOLE 0 518 378697 SCHWAB US BROAD MARKET ETF ETF 808524102 462881 7582 SH SOLE 0 0 7582 SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 4166555 51675 SH SOLE 0 87 51588 SCHWAB US LARGE CAP GROWTH ETF ETF 808524300 11404537 123000 SH SOLE 0 170 122830 SCHWAB US SMALL CAP ETF ETF 808524607 2929238 59489 SH SOLE 0 63 59426 SELECT SECTOR UTI SELECT SPDR ETF 81369y886 239032 3641 SH SOLE 0 0 3641 SPDR FUND CONSUMER DISCRE SELE ETF 81369y407 241999 1316 SH SOLE 0 0 1316 SPDR GOLD SHARES ETF ETF 78463v107 721460 3507 SH SOLE 0 0 3507 SPDR S&P DIVIDEND ETF ETF 78464a763 338074 2576 SH SOLE 0 0 2576 TECHNOLOGY SELECT SECTOR SPDR ETF 81369y803 246383 1183 SH SOLE 0 0 1183 VANGUARD FTSE EMERGING MARKETS ETF 922042858 2100488 50287 SH SOLE 0 54 50233 VANGUARD S&P 500 ETF ETF 922908363 420132 874 SH SOLE 0 0 874 VANGUARD TOTAL STOCK MARKET ET ETF 922908769 589713 2269 SH SOLE 0 0 2269 VANGUARD VALUE ETF ETF 922908744 1770288 10870 SH SOLE 0 0 10870