0000950123-20-000714.txt : 20200131 0000950123-20-000714.hdr.sgml : 20200131 20200131102057 ACCESSION NUMBER: 0000950123-20-000714 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200131 DATE AS OF CHANGE: 20200131 EFFECTIVENESS DATE: 20200131 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: 20563684 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 12-31-2019 12-31-2019 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 01-30-2020 0 65 182648 false
INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F Abbott Laboratories COM 002824100 461 5306 SH SOLE 0 0 5306 Abbvie Inc COM 00287Y109 468 5281 SH SOLE 0 0 5281 Adobe Systems Inc COM 00724F101 4904 14869 SH SOLE 0 4212 10657 Alphabet Inc. Class A COM 02079K305 236 176 SH SOLE 0 0 176 Alphabet Inc. Class C COM 02079K107 8582 6419 SH SOLE 0 1784 4635 Amazon Com Inc COM 023135106 9579 5184 SH SOLE 0 1450 3734 American Tower Corp Cl A COM 03027X100 2729 11876 SH SOLE 0 3430 8446 Apple Inc COM 037833100 9983 33995 SH SOLE 0 9824 24171 Ball Corporation COM 058498106 349 5400 SH SOLE 0 0 5400 Berkshire Hathaway Class B COM 084670702 458 2024 SH SOLE 0 0 2024 Biogen Inc COM 09062X103 6174 20808 SH SOLE 0 5937 14871 Chevron Corporation COM 166764100 309 2568 SH SOLE 0 0 2568 Cisco Systems Inc COM 17275R102 395 8226 SH SOLE 0 0 8226 Comcast Corporation Class A COM 20030N101 396 8814 SH SOLE 0 0 8814 Costco Wholesale Co COM 22160k105 3172 10791 SH SOLE 0 3050 7741 Danaher Corp COM 235851102 4999 32571 SH SOLE 0 9507 23064 Exxon Mobil Corp COM 30231G102 261 3746 SH SOLE 0 0 3746 Facebook Inc Class A COM 30303M102 6793 33098 SH SOLE 0 9063 24035 Goldman Sachs Group COM 38141G104 5707 24821 SH SOLE 0 6999 17822 Home Depot Inc COM 437076102 3732 17088 SH SOLE 0 4499 12589 Huntington Bancshs COM 446150104 261 17324 SH SOLE 0 0 17324 Illinois Tool Works COM 452308109 208 1159 SH SOLE 0 0 1159 Intercontinental Exc COM 45866F104 2403 25965 SH SOLE 0 7369 18596 Intuit Inc COM 461202103 2395 9143 SH SOLE 0 2650 6493 Intuitive Surgical COM 46120E602 3626 6134 SH SOLE 0 1800 4334 Johnson & Johnson COM 478160104 1042 7140 SH SOLE 0 0 7140 Lululemon Athletica COM 550021109 3539 15278 SH SOLE 0 4421 10857 Mastercard Inc Class A COM 57636Q104 6377 21356 SH SOLE 0 5733 15623 McDonalds Corp COM 580135101 255 1290 SH SOLE 0 0 1290 Microsoft Corp COM 594918104 10972 69576 SH SOLE 0 17346 52230 Moodys Corp COM 615369105 254 1070 SH SOLE 0 0 1070 Norfolk Souther Co COM 655844108 204 1050 SH SOLE 0 0 1050 Paylocity Hldg Corp COM 70438V106 2897 23977 SH SOLE 0 7079 16898 Paypal Holdings Inco COM 70450Y103 5565 51450 SH SOLE 0 14161 37289 Pepsico Incorporated COM 713448108 443 3238 SH SOLE 0 0 3238 Procter & Gamble COM 742718109 437 3500 SH SOLE 0 0 3500 Roper Technologies COM 776696106 2649 7478 SH SOLE 0 2087 5391 Salesforce.com COM 79466L302 3291 20237 SH SOLE 0 5882 14355 Service Now Inc COM 81762P102 3412 12085 SH SOLE 0 3524 8561 Sherwin Williams Co COM 824348106 2946 5048 SH SOLE 0 1459 3589 Sun Communities COM 866674104 2773 18475 SH SOLE 0 5418 13057 The Trade Desk Inc Class A COM 88339J105 3848 14811 SH SOLE 0 4313 10498 Transdigm Group Inc COM 893641100 5592 9986 SH SOLE 0 2806 7180 U S Bancorp COM 902973304 205 3450 SH SOLE 0 0 3450 Union Pacific Corp COM 907818108 3419 18910 SH SOLE 0 5122 13788 United Technologies COM 913017109 226 1512 SH SOLE 0 0 1512 UnitedHealth Grp Inc COM 91324P102 6639 22584 SH SOLE 0 6567 16017 Vertex Pharmaceuticals COM 92532F100 6388 29175 SH SOLE 0 8196 20979 Visa Inc Class A COM 92826C839 5094 27108 SH SOLE 0 7661 19447 Walt Disney Co COM 254687106 507 3506 SH SOLE 0 0 3506 Alps Alerian MLP ETF ETF 00162Q866 1881 221342 SH SOLE 0 0 221342 Charles Schwab US MC ETF ETF 808524508 4182 69528 SH SOLE 0 0 69528 Invesco KBW Bank ETF ETF 46138E628 291 4994 SH SOLE 0 0 4994 Ishares Russell 1000 Growth Et ETF 464287614 202 1151 SH SOLE 0 0 1151 Schwab International Equity ET ETF 808524805 6983 207630 SH SOLE 0 0 207630 Schwab US Dividend Equity ETF ETF 808524797 1939 33483 SH SOLE 0 0 33483 Schwab US Large Cap Growth ETF ETF 808524300 582 6263 SH SOLE 0 0 6263 Schwab US Small Cap ETF ETF 808524607 1753 23181 SH SOLE 0 0 23181 Spdr Gold Shares ETF ETF 78463V107 262 1836 SH SOLE 0 0 1836 Spdr S&P Dividend ETF ETF 78464A763 263 2448 SH SOLE 0 0 2448 Vanguard FTSE Emerging Markets ETF 922042858 2774 62384 SH SOLE 0 0 62384 Vanguard Small Cap Growth ETF 922908595 1424 7167 SH SOLE 0 0 7167 Vanguard Value ETF 922908744 933 7784 SH SOLE 0 0 7784 iShares NASDAQ Biotechnology E ETF 464287556 302 2504 SH SOLE 0 0 2504 iShares Russell Mid Cap Growth ETF 464287481 1323 8669 SH SOLE 0 0 8669