0000950123-23-007369.txt : 20230811 0000950123-23-007369.hdr.sgml : 20230811 20230811103026 ACCESSION NUMBER: 0000950123-23-007369 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230811 DATE AS OF CHANGE: 20230811 EFFECTIVENESS DATE: 20230811 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: 231162034 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 06-30-2023 06-30-2023 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 08-10-2023 0 75 306453101 false INFORMATION TABLE 2 25586.xml INFORMATION TABLE FOR FORM 13F A T & T INC COM 00206R102 209399 13128 SH SOLE 0 0 13128 Abbott Laboratories COM 002824100 638421 5856 SH SOLE 0 0 5856 Abbvie Inc COM 00287Y109 1068544 7931 SH SOLE 0 0 7931 Airbnb Inc. COM 009066101 5749770 44864 SH SOLE 0 11187 33677 Alphabet Inc. Class A COM 02079K305 469224 3920 SH SOLE 0 0 3920 Alphabet Inc. Class C COM 02079K107 8890569 73494 SH SOLE 0 20733 52761 Amazon Com Inc COM 023135106 8011926 61460 SH SOLE 0 16060 45400 Analog Devices COM 032654105 7377455 37870 SH SOLE 0 10385 27485 Apple Inc COM 037833100 21646470 111597 SH SOLE 0 29896 81701 Arista Networks Inc COM 040413106 7108276 43862 SH SOLE 0 10815 33047 Ball Corporation COM 058498106 4435369 76196 SH SOLE 0 0 76196 Berkshire Hathaway Class B COM 084670702 797599 2339 SH SOLE 0 0 2339 Chevron Corporation COM 166764100 324318 2061 SH SOLE 0 0 2061 Chipotle Mexican Grille COM 169656105 7758153 3627 SH SOLE 0 997 2630 Chubb Ltd F COM H1467J104 328507 1706 SH SOLE 0 0 1706 Cisco Systems Inc COM 17275R102 418991 8098 SH SOLE 0 0 8098 Comcast Corporation Class A COM 20030N101 353715 8513 SH SOLE 0 0 8513 Conocophillips COM 20825C104 3219059 31069 SH SOLE 0 8320 22749 Costco Wholesale Co COM 22160k105 7449026 13836 SH SOLE 0 3697 10139 Danaher Corp COM 235851102 3664080 15267 SH SOLE 0 4155 11112 Dexcom Inc COM 252131107 7616788 59270 SH SOLE 0 16300 42970 Eli Lilly & Co. COM 532457108 9238437 19699 SH SOLE 0 5108 14591 Enphase Energy Inc. COM 29355A107 6211833 37090 SH SOLE 0 9834 27256 Exxon Mobil Corp COM 30231G102 692526 6457 SH SOLE 0 0 6457 General Dynamics Co COM 369550108 3282328 15256 SH SOLE 0 4103 11153 Home Depot Inc COM 437076102 542067 1745 SH SOLE 0 0 1745 Huntington Bancshs COM 446150104 210555 19532 SH SOLE 0 0 19532 Illinois Tool Works COM 452308109 289935 1159 SH SOLE 0 0 1159 Intuit Inc COM 461202103 6921418 15106 SH SOLE 0 4159 10947 Intuitive Surgical COM 46120E602 10164508 29726 SH SOLE 0 8217 21509 Johnson & Johnson COM 478160104 1195551 7223 SH SOLE 0 0 7223 Lockheed Martin Corp COM 539830109 7384495 16040 SH SOLE 0 4419 11621 Mastercard Inc Class A COM 57636Q104 8767444 22292 SH SOLE 0 5791 16501 McDonalds Corp COM 580135101 352422 1181 SH SOLE 0 0 1181 Meta Platforms Inc Class A COM 30303M102 5087007 17726 SH SOLE 0 4726 13000 Microsoft Corp COM 594918104 22302986 65493 SH SOLE 0 15070 50423 Moodys Corp COM 615369105 361629 1040 SH SOLE 0 0 1040 Morgan Stanley COM 617446448 232203 2719 SH SOLE 0 0 2719 Norfolk Souther Co COM 655844108 217009 957 SH SOLE 0 0 957 Northrup Grumman Co COM 666807102 641766 1408 SH SOLE 0 0 1408 Nvidia Corp COM 67066G104 7132963 16862 SH SOLE 0 4634 12228 O'Reilly Automotive COM 67103H107 3675039 3847 SH SOLE 0 1052 2795 Oracle Corp. COM 68389X105 238180 2000 SH SOLE 0 0 2000 Pepsico Incorporated COM 713448108 869978 4697 SH SOLE 0 0 4697 Procter & Gamble COM 742718109 992714 6542 SH SOLE 0 0 6542 SLB COM 806857108 7264750 147898 SH SOLE 0 39161 108737 Service Now Inc COM 81762P102 9497293 16900 SH SOLE 0 4357 12543 Sherwin Williams Co COM 824348106 6689511 25194 SH SOLE 0 6909 18285 Tesla Motors Inc COM 88160R101 6459960 24678 SH SOLE 0 6034 18644 The Trade Desk Inc Class A COM 88339J105 9128176 118210 SH SOLE 0 29878 88332 Ulta Beauty Inc. COM 90384S303 8301766 17641 SH SOLE 0 4846 12795 Union Pacific Corp COM 907818108 245544 1200 SH SOLE 0 0 1200 United Rentals Inc COM 911363109 9521120 21378 SH SOLE 0 5881 15497 UnitedHealth Grp Inc COM 91324P102 7058198 14685 SH SOLE 0 4011 10674 Vertex Pharmaceuticals COM 92532F100 6192912 17598 SH SOLE 0 4843 12755 Walt Disney Co COM 254687106 314266 3520 SH SOLE 0 0 3520 Charles Schwab US MC ETF ETF 808524508 4622845 65083 SH SOLE 0 95 64988 Invesco KBW Bank ETF ETF 46138E628 232795 5671 SH SOLE 0 0 5671 Ishares Russell 1000 Growth Et ETF 464287614 273529 994 SH SOLE 0 0 994 SPDR Fund Consume Discre Selec ETF 81369Y407 223470 1316 SH SOLE 0 0 1316 Schwab International Equity ET ETF 808524805 12097524 339341 SH SOLE 0 538 338803 Schwab US Broad Market ETF ETF 808524102 367380 7106 SH SOLE 0 0 7106 Schwab US Dividend Equity ETF ETF 808524797 3218954 44326 SH SOLE 0 87 44239 Schwab US Large Cap Growth ETF ETF 808524300 8880283 118483 SH SOLE 0 199 118284 Schwab US Small Cap ETF ETF 808524607 2326306 53112 SH SOLE 0 64 53048 Select Sector UTI Select Spdr ETF 81369Y886 261433 3995 SH SOLE 0 0 3995 Spdr Gold Shares ETF ETF 78463V107 583656 3274 SH SOLE 0 0 3274 Spdr S&P Dividend ETF ETF 78464A763 315766 2576 SH SOLE 0 0 2576 Technology Select Sector SPDR ETF 81369Y803 206893 1190 SH SOLE 0 0 1190 Vanguard FTSE Emerging Markets ETF 922042858 3190004 78417 SH SOLE 0 105 78312 Vanguard S&P 500 ETF new ETF 922908363 532315 1307 SH SOLE 0 0 1307 Vanguard Total Stock Market ET ETF 922908769 281958 1280 SH SOLE 0 0 1280 Vanguard Value ETF 922908744 1437768 10118 SH SOLE 0 0 10118 iShares NASDAQ Biotechnology E ETF 464287556 305847 2409 SH SOLE 0 0 2409 iShares Russell Mid Cap Growth ETF 464287481 1880227 19458 SH SOLE 0 31 19427