0000950123-24-010949.txt : 20241112 0000950123-24-010949.hdr.sgml : 20241112 20241112134228 ACCESSION NUMBER: 0000950123-24-010949 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241112 DATE AS OF CHANGE: 20241112 EFFECTIVENESS DATE: 20241112 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: 241446655 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 09-30-2024 09-30-2024 false Broadleaf Partners, LLC
9 AURORA STREET, SUITE 5 Hudson OH 44236
13F HOLDINGS REPORT 028-18196 N
Pete MacKay Chief Compliance Officer 330-650-0921 Pete MacKay Hudson OH 11-11-2024 0 79 422718347 false
INFORMATION TABLE 2 37056.xml INFORMATION TABLE FOR FORM 13F ABBOTT LABORATORIES COM 002824100 662512 5811 SH SOLE 0 0 5811 ABBVIE INC COM 00287y109 1559697 7898 SH SOLE 0 0 7898 Airbnb Inc Class A COM 009066101 5024339 39621 SH SOLE 0 10604 29017 Alphabet Inc. Class A COM 02079k305 615801 3713 SH SOLE 0 0 3713 Alphabet Inc. Class C COM 02079k107 8043511 48110 SH SOLE 0 12901 35209 Amazon.com Inc. COM 023135106 21181435 113677 SH SOLE 0 29368 84309 Analog Devices Inc. COM 032654105 3228134 14025 SH SOLE 0 3751 10274 Apple Inc. COM 037833100 27763814 119158 SH SOLE 0 30684 88474 Arista Networks Inc. COM 040413106 12253070 31924 SH SOLE 0 7712 24212 Arm Holdings PLC - ADR COM 042068205 10594610 74083 SH SOLE 0 18827 55256 BALL CORP COM 058498106 5174470 76196 SH SOLE 0 0 76196 BERKSHIRE HATHAWAY CLASS B COM 084670702 1076548 2339 SH SOLE 0 0 2339 CATERPILLAR INC COM 149123101 297251 760 SH SOLE 0 0 760 CHUBB LTD F COM h1467j104 491993 1706 SH SOLE 0 0 1706 CISCO SYSTEMS INC COM 17275r102 426665 8017 SH SOLE 0 0 8017 COMCAST CORP CLASS A COM 20030n101 345229 8265 SH SOLE 0 0 8265 Chevron Corp COM 166764100 287618 1953 SH SOLE 0 0 1953 Chipotle Mexican Grl COM 169656105 10520260 182580 SH SOLE 0 47089 135491 Cintas Group COM 172908105 3520136 17098 SH SOLE 0 4204 12894 Costco Wholesale Co. COM 22160k105 11860751 13379 SH SOLE 0 3506 9873 Datadog Inc Class A COM 23804l103 6574989 57144 SH SOLE 0 15303 41841 EXXON MOBIL CORP COM 30231g102 756903 6457 SH SOLE 0 0 6457 Eli Lilly & Co COM 532457108 16565306 18698 SH SOLE 0 4686 14012 Goldman Sachs Group, Inc. COM 38141g104 6236901 12597 SH SOLE 0 3374 9223 HOME DEPOT INC COM 437076102 699780 1727 SH SOLE 0 0 1727 Huntington Bancshares COM 446150104 276625 18818 SH SOLE 0 0 18818 ILLINOIS TOOL WORKS COM 452308109 303739 1159 SH SOLE 0 0 1159 Intuitive Surgical COM 46120e602 12008604 24444 SH SOLE 0 6574 17870 JOHNSON & JOHNSON COM 478160104 1168615 7211 SH SOLE 0 0 7211 MCDONALDS CORP COM 580135101 359626 1181 SH SOLE 0 0 1181 MOODYS CORP COM 615369105 484082 1020 SH SOLE 0 0 1020 MORGAN STANLEY COM 617446448 283429 2719 SH SOLE 0 0 2719 Mastercard Inc Class A COM 57636q104 8950619 18126 SH SOLE 0 4514 13612 Meta Platforms Inc Class A COM 30303m102 16920754 29559 SH SOLE 0 7529 22030 Microsoft Corp. COM 594918104 27525861 63969 SH SOLE 0 14254 49715 NEXTERA ENERGY INC COM 65339f101 202872 2400 SH SOLE 0 0 2400 NORFOLK SOUTHERN CO COM 655844108 221413 891 SH SOLE 0 0 891 NORTHROP GRUMMAN CO COM 666807102 743523 1408 SH SOLE 0 0 1408 Netflix Inc. COM 64110l106 9758846 13759 SH SOLE 0 3679 10080 Nvidia Corp. COM 67066g104 27005099 222374 SH SOLE 0 57257 165117 O Reilly Automotive COM 67103h107 5272025 4578 SH SOLE 0 1222 3356 ORACLE CORP COM 68389x105 340800 2000 SH SOLE 0 0 2000 PEPSICO INC COM 713448108 793963 4669 SH SOLE 0 0 4669 PROCTER & GAMBLE COM 742718109 1118387 6457 SH SOLE 0 0 6457 Progressive Co. Ohio COM 743315103 10361782 40833 SH SOLE 0 10968 29865 RPM INTERNTNL COM 749685103 208483 1723 SH SOLE 0 0 1723 Service Now Inc COM 81762p102 14769956 16514 SH SOLE 0 4120 12394 Sherwin Williams Co COM 824348106 5419714 14200 SH SOLE 0 3767 10433 Synopsys Inc. COM 871607107 5451795 10766 SH SOLE 0 2877 7889 The Trade Desk Inc Class A COM 88339j105 12685408 115690 SH SOLE 0 28499 87191 Transdigm Group Inc COM 893641100 8537092 5982 SH SOLE 0 1606 4376 Uber Technologies Inc. COM 90353t100 7478495 99501 SH SOLE 0 26660 72841 Union Pacific Corp COM 907818108 3327480 13500 SH SOLE 0 3295 10205 United Rentals Inc. COM 911363109 8762898 10822 SH SOLE 0 2899 7923 United Therapeutics Corp. COM 91307c102 3492121 9745 SH SOLE 0 2609 7136 Vertex Pharmaceuticals COM 92532f100 7964030 17124 SH SOLE 0 4573 12551 Vertiv Holdings Co Class A COM 92537n108 7286051 73234 SH SOLE 0 19356 53878 WALT DISNEY CO COM 254687106 325699 3386 SH SOLE 0 0 3386 CHARLES SCHWAB US MC ETF ETF 808524508 6042803 72726 SH SOLE 0 69 72657 Fidelity Blue Chip Growth ETF ETF 316092352 5063669 118393 SH SOLE 0 133 118260 INVESCO KBW BANK ETF ETF 46138e628 321828 5491 SH SOLE 0 0 5491 ISHARES BIOTECHNOLOGY ETF ETF 464287556 308963 2122 SH SOLE 0 0 2122 ISHARES RUSSELL 1000 GROWTH ET ETF 464287614 359239 957 SH SOLE 0 0 957 ISHARES RUSSELL MID CAP GROWTH ETF 464287481 2314718 19735 SH SOLE 0 20 19715 Invesco QQQ Trust ETF 46090E103 1842464 3775 SH SOLE 0 4 3771 SCHWAB INTERNATIONAL EQUITY ET ETF 808524805 15731010 382563 SH SOLE 0 395 382168 SCHWAB US BROAD MARKET ETF ETF 808524102 520452 7824 SH SOLE 0 0 7824 SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 4584485 54235 SH SOLE 0 67 54168 SCHWAB US LARGE CAP GROWTH ETF ETF 808524300 11348927 108936 SH SOLE 0 114 108822 SCHWAB US SMALL CAP ETF ETF 808524607 3091854 60036 SH SOLE 0 46 59990 SELECT SECTOR UTI SELECT SPDR ETF 81369y886 292343 3619 SH SOLE 0 0 3619 SPDR FUND CONSUMER DISCRE SELE ETF 81369y407 263687 1316 SH SOLE 0 0 1316 SPDR GOLD SHARES ETF ETF 78463v107 803556 3306 SH SOLE 0 0 3306 SPDR S&P DIVIDEND ETF ETF 78464a763 366463 2580 SH SOLE 0 0 2580 TECHNOLOGY SELECT SECTOR SPDR ETF 81369y803 262333 1162 SH SOLE 0 0 1162 VANGUARD FTSE EMERGING MARKETS ETF 922042858 393327 8220 SH SOLE 0 0 8220 VANGUARD S&P 500 ETF ETF 922908363 464350 880 SH SOLE 0 0 880 VANGUARD TOTAL STOCK MARKET ET ETF 922908769 877230 3098 SH SOLE 0 0 3098 VANGUARD VALUE ETF ETF 922908744 1893037 10844 SH SOLE 0 0 10844