Greenleaf Trust
Latest statistics and disclosures from Greenleaf Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SYK, IVV, IEFA, AAPL, MSFT, and represent 73.35% of Greenleaf Trust's stock portfolio.
- Added to shares of these 10 stocks: SPLG (+$31M), VCLT (+$18M), SPMD, SPDW, GSY, HD, BRK.B, SPSM, ETN, SCS.
- Started 49 new stock positions in CAG, RMBS, SEB, GPC, HOOD, MEDP, SPMD, APA, JHX, CELH.
- Reduced shares in these 10 stocks: SPY (-$41M), NVDA (-$22M), SYK (-$17M), VEU (-$13M), IVV (-$12M), VTI (-$12M), MSFT (-$12M), GOOG (-$9.0M), PLTR (-$7.6M), ABBV (-$6.6M).
- Sold out of its positions in ALHC, AAL, ANSS, ATR, BMI, BMO, STZ, DXCM, DFAT, ETWO.
- Greenleaf Trust was a net seller of stock by $-205M.
- Greenleaf Trust has $11B in assets under management (AUM), dropping by -2.74%.
- Central Index Key (CIK): 0001162170
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Portfolio Holdings for Greenleaf Trust
Greenleaf Trust holds 804 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Greenleaf Trust has 804 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Greenleaf Trust Sept. 30, 2025 positions
- Download the Greenleaf Trust September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Stryker Corporation (SYK) | 55.9 | $6.2B | 17M | 369.67 |
|
|
| iShares S&P 500 Index (IVV) | 12.4 | $1.4B | 2.0M | 669.30 |
|
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 2.2 | $238M | 2.7M | 87.31 |
|
|
| Apple (AAPL) | 1.5 | $165M | -3% | 649k | 254.63 |
|
| Microsoft Corporation (MSFT) | 1.4 | $152M | -7% | 293k | 517.95 |
|
| iShares S&P MidCap 400 Index (IJH) | 1.3 | $148M | 2.3M | 65.26 |
|
|
| NVIDIA Corporation (NVDA) | 1.0 | $109M | -16% | 582k | 186.58 |
|
| Amazon (AMZN) | 0.9 | $102M | -4% | 465k | 219.57 |
|
| iShares S&P SmallCap 600 Index (IJR) | 0.8 | $88M | 740k | 118.83 |
|
|
| iShares MSCI Emerging Markets Indx (EEM) | 0.8 | $84M | -6% | 1.6M | 53.40 |
|
| Alphabet Inc Class C cs (GOOG) | 0.7 | $82M | -9% | 338k | 243.55 |
|
| Visa (V) | 0.7 | $80M | 233k | 341.38 |
|
|
| Facebook Inc cl a (META) | 0.7 | $80M | 108k | 734.38 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $71M | 290k | 243.10 |
|
|
| Berkshire Hathaway (BRK.B) | 0.6 | $70M | +3% | 140k | 502.74 |
|
| Ishares Inc core msci emkt (IEMG) | 0.5 | $60M | 911k | 65.92 |
|
|
| Vanguard S&p 500 Etf idx (VOO) | 0.4 | $48M | 79k | 612.38 |
|
|
| Ishares Tr conv bd etf (ICVT) | 0.4 | $45M | 448k | 100.05 |
|
|
| iShares S&P 500 Growth Index (IVW) | 0.4 | $41M | 339k | 120.72 |
|
|
| iShares MSCI EAFE Index Fund (EFA) | 0.4 | $41M | -4% | 435k | 93.37 |
|
| Broadcom (AVGO) | 0.3 | $37M | 111k | 329.91 |
|
|
| S&p Global (SPGI) | 0.3 | $36M | 75k | 486.71 |
|
|
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.3 | $36M | +2% | 1.1M | 31.62 |
|
| Taiwan Semiconductor Mfg (TSM) | 0.3 | $35M | 124k | 279.29 |
|
|
| SPDR DJ Wilshire Large Cap (SPLG) | 0.3 | $34M | +942% | 431k | 78.34 |
|
| iShares S&P 500 Value Index (IVE) | 0.3 | $33M | 158k | 206.51 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $30M | -16% | 97k | 315.43 |
|
| Spdr S&p 500 Etf (SPY) | 0.3 | $29M | -58% | 43k | 666.18 |
|
| Canadian Pacific Kansas City (CP) | 0.2 | $25M | +4% | 341k | 74.49 |
|
| salesforce (CRM) | 0.2 | $23M | 98k | 237.00 |
|
|
| Honeywell International (HON) | 0.2 | $23M | -5% | 109k | 210.50 |
|
| Tesla Motors (TSLA) | 0.2 | $23M | 51k | 444.72 |
|
|
| American Tower Reit (AMT) | 0.2 | $23M | 118k | 192.32 |
|
|
| Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) | 0.2 | $22M | +16% | 439k | 50.23 |
|
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.2 | $21M | +3% | 220k | 96.46 |
|
| TJX Companies (TJX) | 0.2 | $20M | 140k | 144.54 |
|
|
| Mondelez Int (MDLZ) | 0.2 | $19M | 305k | 62.47 |
|
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| Roper Industries (ROP) | 0.2 | $19M | 37k | 498.69 |
|
|
| Vanguard Long Term Corporate Bond ETF (VCLT) | 0.2 | $18M | NEW | 237k | 77.65 |
|
| iShares MSCI EAFE Value Index (EFV) | 0.2 | $18M | -6% | 259k | 67.83 |
|
| Home Depot (HD) | 0.2 | $18M | +16% | 43k | 405.19 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $17M | 48k | 352.75 |
|
|
| MasterCard Incorporated (MA) | 0.2 | $17M | +2% | 29k | 568.81 |
|
| Booking Holdings (BKNG) | 0.1 | $16M | 3.0k | 5399.27 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $16M | -9% | 57k | 281.24 |
|
| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $16M | -3% | 110k | 145.65 |
|
| iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.1 | $16M | -7% | 146k | 107.44 |
|
| Danaher Corporation (DHR) | 0.1 | $16M | -7% | 78k | 198.26 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $15M | -15% | 20k | 763.00 |
|
| Johnson & Johnson (JNJ) | 0.1 | $15M | -6% | 83k | 185.42 |
|
| Abbvie (ABBV) | 0.1 | $15M | -30% | 65k | 231.54 |
|
| iShares MSCI EAFE Growth Index (EFG) | 0.1 | $14M | -6% | 125k | 113.88 |
|
| Paypal Holdings (PYPL) | 0.1 | $14M | +9% | 205k | 67.06 |
|
| Wal-Mart Stores (WMT) | 0.1 | $14M | 131k | 103.06 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $12M | -21% | 13k | 925.63 |
|
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $12M | 60k | 189.70 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $11M | -21% | 74k | 153.65 |
|
| Dollar General (DG) | 0.1 | $11M | +8% | 109k | 103.35 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $11M | -6% | 96k | 112.75 |
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| Netflix (NFLX) | 0.1 | $11M | 8.8k | 1198.92 |
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|
| Berkshire Hathaway (BRK.A) | 0.1 | $11M | -22% | 14.00 | 754200.00 |
|
| SPDR S&P Dividend (SDY) | 0.1 | $10M | 72k | 140.05 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $10M | -14% | 75k | 133.94 |
|
| Pepsi (PEP) | 0.1 | $9.4M | -13% | 67k | 140.44 |
|
| Nike (NKE) | 0.1 | $9.3M | +12% | 134k | 69.73 |
|
| Cisco Systems (CSCO) | 0.1 | $8.4M | -12% | 123k | 68.42 |
|
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $8.2M | -59% | 25k | 328.17 |
|
| Goldman Sachs (GS) | 0.1 | $8.1M | 10k | 796.35 |
|
|
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $7.8M | -61% | 110k | 71.37 |
|
| Bank of America Corporation (BAC) | 0.1 | $7.4M | 144k | 51.59 |
|
|
| iShares S&P MidCap 400 Growth (IJK) | 0.1 | $7.3M | 77k | 95.89 |
|
|
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $7.2M | -9% | 68k | 106.78 |
|
| Nextera Energy (NEE) | 0.1 | $7.2M | -16% | 95k | 75.49 |
|
| Caterpillar (CAT) | 0.1 | $7.1M | -4% | 15k | 477.15 |
|
| Eaton (ETN) | 0.1 | $6.9M | +37% | 19k | 374.25 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $6.9M | 400k | 17.27 |
|
|
| Lam Research (LRCX) | 0.1 | $6.9M | +2% | 52k | 133.90 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $6.9M | -40% | 41k | 167.33 |
|
| Palantir Technologies (PLTR) | 0.1 | $6.9M | -52% | 38k | 182.42 |
|
| Amphenol Corporation (APH) | 0.1 | $6.8M | -3% | 55k | 123.75 |
|
| iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $6.7M | 51k | 129.72 |
|
|
| Merck & Co (MRK) | 0.1 | $6.5M | 77k | 83.93 |
|
|
| Coca-Cola Company (KO) | 0.1 | $6.4M | -36% | 97k | 66.32 |
|
| General Electric (GE) | 0.1 | $6.3M | 21k | 300.82 |
|
|
| UnitedHealth (UNH) | 0.1 | $6.3M | +3% | 18k | 345.30 |
|
| McDonald's Corporation (MCD) | 0.1 | $6.2M | -20% | 21k | 303.89 |
|
| Wells Fargo & Company (WFC) | 0.1 | $6.0M | 71k | 83.82 |
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| Pfizer (PFE) | 0.1 | $5.8M | 228k | 25.48 |
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| Intuit (INTU) | 0.1 | $5.8M | 8.5k | 682.91 |
|
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| Applied Materials (AMAT) | 0.0 | $5.5M | -8% | 27k | 204.74 |
|
| Chevron Corporation (CVX) | 0.0 | $5.4M | -14% | 35k | 155.29 |
|
| International Business Machines (IBM) | 0.0 | $5.4M | -3% | 19k | 282.16 |
|
| McKesson Corporation (MCK) | 0.0 | $5.4M | 7.0k | 772.54 |
|
|
| American Express Company (AXP) | 0.0 | $5.4M | -2% | 16k | 332.16 |
|
| Advanced Micro Devices (AMD) | 0.0 | $5.4M | -2% | 33k | 161.79 |
|
| Philip Morris International (PM) | 0.0 | $5.4M | -11% | 33k | 162.20 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $5.3M | +5% | 11k | 485.02 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $5.2M | -11% | 28k | 183.73 |
|
| Qualcomm (QCOM) | 0.0 | $5.2M | -2% | 31k | 166.36 |
|
| Intuitive Surgical (ISRG) | 0.0 | $5.1M | -43% | 12k | 447.23 |
|
| Accenture (ACN) | 0.0 | $5.1M | -7% | 21k | 246.60 |
|
| Micron Technology (MU) | 0.0 | $5.0M | 30k | 167.32 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $4.9M | -3% | 52k | 95.47 |
|
| Automatic Data Processing (ADP) | 0.0 | $4.8M | -42% | 16k | 293.50 |
|
| Chubb (CB) | 0.0 | $4.6M | 16k | 282.25 |
|
|
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $4.6M | 43k | 106.49 |
|
|
| Cme (CME) | 0.0 | $4.5M | 17k | 270.19 |
|
|
| iShares Russell 2000 Index (IWM) | 0.0 | $4.5M | -39% | 18k | 241.96 |
|
| Linde (LIN) | 0.0 | $4.4M | -3% | 9.3k | 475.00 |
|
| Morgan Stanley (MS) | 0.0 | $4.4M | -2% | 28k | 158.96 |
|
| SPDR S&P World ex-US (SPDW) | 0.0 | $4.4M | +228% | 103k | 42.79 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $4.3M | +22% | 8.6k | 499.21 |
|
| Walt Disney Company (DIS) | 0.0 | $4.3M | -7% | 37k | 114.50 |
|
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $4.3M | -44% | 44k | 96.55 |
|
| Amgen (AMGN) | 0.0 | $4.2M | -8% | 15k | 282.20 |
|
| At&t (T) | 0.0 | $4.2M | +4% | 148k | 28.24 |
|
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $4.2M | -3% | 30k | 141.50 |
|
| Lowe's Companies (LOW) | 0.0 | $4.0M | -4% | 16k | 251.31 |
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| Sherwin-Williams Company (SHW) | 0.0 | $4.0M | 12k | 346.26 |
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| KLA-Tencor Corporation (KLAC) | 0.0 | $4.0M | +2% | 3.7k | 1078.60 |
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| Deere & Company (DE) | 0.0 | $3.9M | -48% | 8.6k | 457.26 |
|
| Arista Networks (ANET) | 0.0 | $3.9M | -46% | 27k | 145.71 |
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| Blackrock (BLK) | 0.0 | $3.9M | -43% | 3.4k | 1165.87 |
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| Fastenal Company (FAST) | 0.0 | $3.9M | 79k | 49.04 |
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| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $3.9M | -3% | 35k | 110.59 |
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| Steelcase (SCS) | 0.0 | $3.8M | +76% | 223k | 17.20 |
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| Servicenow (NOW) | 0.0 | $3.7M | -2% | 4.0k | 920.28 |
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| Ecolab (ECL) | 0.0 | $3.6M | 13k | 273.86 |
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| Verizon Communications (VZ) | 0.0 | $3.6M | +3% | 82k | 43.95 |
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| iShares Russell 1000 Growth Index (IWF) | 0.0 | $3.6M | 7.6k | 468.41 |
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| WisdomTree DEFA Equity Income Fund (DTH) | 0.0 | $3.6M | -9% | 73k | 49.15 |
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| Capital One Financial (COF) | 0.0 | $3.5M | 16k | 212.55 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $3.4M | -8% | 5.7k | 596.03 |
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| SPDR DJ Wilshire Mid Cap (SPMD) | 0.0 | $3.3M | NEW | 58k | 57.19 |
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| Vanguard Growth ETF (VUG) | 0.0 | $3.3M | 6.8k | 479.61 |
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| Vontier Corporation (VNT) | 0.0 | $3.3M | -2% | 78k | 41.97 |
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| Ge Vernova (GEV) | 0.0 | $3.1M | -4% | 5.1k | 614.90 |
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| Union Pacific Corporation (UNP) | 0.0 | $3.1M | -3% | 13k | 236.37 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $3.1M | 9.3k | 332.69 |
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| Rockwell Automation (ROK) | 0.0 | $3.0M | +73% | 8.7k | 349.53 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $3.0M | 28k | 108.96 |
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| Waste Management (WM) | 0.0 | $2.9M | -3% | 13k | 220.83 |
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| Analog Devices (ADI) | 0.0 | $2.9M | 12k | 245.70 |
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| Boeing Company (BA) | 0.0 | $2.9M | +30% | 13k | 215.83 |
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| Sumitomo Mitsui Financial Grp (SMFG) | 0.0 | $2.8M | 170k | 16.74 |
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| Moody's Corporation (MCO) | 0.0 | $2.8M | 6.0k | 476.48 |
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| Hartford Financial Services (HIG) | 0.0 | $2.8M | 21k | 133.39 |
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| O'reilly Automotive (ORLY) | 0.0 | $2.8M | 26k | 107.81 |
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| Travelers Companies (TRV) | 0.0 | $2.8M | 10k | 279.22 |
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| AutoZone (AZO) | 0.0 | $2.8M | +4% | 650.00 | 4290.24 |
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| MetLife (MET) | 0.0 | $2.8M | -2% | 34k | 82.37 |
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| Colgate-Palmolive Company (CL) | 0.0 | $2.7M | +15% | 34k | 79.94 |
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| Fifth Third Ban (FITB) | 0.0 | $2.7M | 61k | 44.55 |
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| Progressive Corporation (PGR) | 0.0 | $2.7M | -3% | 11k | 246.95 |
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| Vanguard Europe Pacific ETF (VEA) | 0.0 | $2.7M | 45k | 59.92 |
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| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $2.7M | -9% | 14k | 194.50 |
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| Palo Alto Networks (PANW) | 0.0 | $2.7M | -42% | 13k | 203.62 |
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| Duke Energy (DUK) | 0.0 | $2.7M | +13% | 22k | 123.75 |
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| Illinois Tool Works (ITW) | 0.0 | $2.7M | -17% | 10k | 260.76 |
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| Boston Scientific Corporation (BSX) | 0.0 | $2.6M | 27k | 97.63 |
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| Gilead Sciences (GILD) | 0.0 | $2.6M | 23k | 111.00 |
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| Cigna Corp (CI) | 0.0 | $2.6M | 9.0k | 288.25 |
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| CSX Corporation (CSX) | 0.0 | $2.6M | 72k | 35.51 |
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| Verisk Analytics (VRSK) | 0.0 | $2.6M | +7% | 10k | 251.51 |
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| Ss&c Technologies Holding (SSNC) | 0.0 | $2.6M | 29k | 88.76 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $2.6M | 9.8k | 259.44 |
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| Edwards Lifesciences (EW) | 0.0 | $2.5M | 33k | 77.77 |
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| Trane Technologies (TT) | 0.0 | $2.5M | 6.0k | 421.96 |
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| Intercontinental Exchange (ICE) | 0.0 | $2.5M | -3% | 15k | 168.48 |
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| Cummins (CMI) | 0.0 | $2.5M | 5.9k | 422.37 |
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| Johnson Controls International Plc equity (JCI) | 0.0 | $2.5M | 23k | 109.95 |
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| Uber Technologies (UBER) | 0.0 | $2.4M | 25k | 97.97 |
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| Vanguard Emerging Markets ETF (VWO) | 0.0 | $2.3M | -3% | 43k | 54.18 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $2.3M | 9.8k | 238.17 |
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| Altria (MO) | 0.0 | $2.3M | +4% | 35k | 66.06 |
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| Southern Company (SO) | 0.0 | $2.3M | +4% | 24k | 94.77 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $2.3M | 13k | 170.85 |
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| Asml Holding (ASML) | 0.0 | $2.3M | 2.3k | 968.09 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $2.2M | 2.9k | 758.15 |
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| Hershey Company (HSY) | 0.0 | $2.2M | 12k | 187.06 |
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| Metropcs Communications (TMUS) | 0.0 | $2.2M | 9.1k | 239.38 |
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| 3M Company (MMM) | 0.0 | $2.2M | 14k | 155.18 |
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| Starbucks Corporation (SBUX) | 0.0 | $2.2M | -10% | 26k | 84.60 |
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| Emerson Electric (EMR) | 0.0 | $2.2M | -41% | 17k | 131.18 |
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| Ishares Tr cmn (GOVT) | 0.0 | $2.2M | -8% | 93k | 23.12 |
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| Cbre Group Inc Cl A (CBRE) | 0.0 | $2.1M | 14k | 157.56 |
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| Sony Corporation (SONY) | 0.0 | $2.1M | 74k | 28.79 |
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| Newmont Mining Corporation (NEM) | 0.0 | $2.1M | -3% | 25k | 84.31 |
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| Autodesk (ADSK) | 0.0 | $2.1M | -56% | 6.6k | 317.67 |
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| ConocoPhillips (COP) | 0.0 | $2.1M | -7% | 22k | 94.59 |
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| eBay (EBAY) | 0.0 | $2.1M | 23k | 90.95 |
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| Motorola Solutions (MSI) | 0.0 | $2.1M | -6% | 4.5k | 457.29 |
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| Allstate Corporation (ALL) | 0.0 | $2.0M | -8% | 9.5k | 214.65 |
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| Kroger (KR) | 0.0 | $2.0M | 30k | 67.41 |
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| Intel Corporation (INTC) | 0.0 | $2.0M | +9% | 61k | 33.55 |
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| Te Connectivity (TEL) | 0.0 | $2.0M | -6% | 9.3k | 219.53 |
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| Invesco S&p 500 Top 50 Etf (XLG) | 0.0 | $2.0M | 35k | 57.52 |
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| PNC Financial Services (PNC) | 0.0 | $2.0M | 10k | 200.93 |
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| Technology SPDR (XLK) | 0.0 | $2.0M | -17% | 7.1k | 281.86 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $2.0M | -2% | 1.5k | 1318.02 |
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| Comcast Corporation (CMCSA) | 0.0 | $2.0M | -12% | 64k | 31.42 |
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| Ubs Group (UBS) | 0.0 | $2.0M | 49k | 41.00 |
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| Constellation Energy (CEG) | 0.0 | $2.0M | +3% | 6.0k | 329.07 |
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| State Street Corporation (STT) | 0.0 | $2.0M | 17k | 116.01 |
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| Norfolk Southern (NSC) | 0.0 | $2.0M | -4% | 6.6k | 300.41 |
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| Cadence Design Systems (CDNS) | 0.0 | $2.0M | 5.6k | 351.26 |
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| Prologis (PLD) | 0.0 | $2.0M | 17k | 114.52 |
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| Citigroup (C) | 0.0 | $2.0M | -8% | 19k | 101.50 |
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| AstraZeneca (AZN) | 0.0 | $1.9M | 25k | 76.72 |
|
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| Marathon Petroleum Corp (MPC) | 0.0 | $1.9M | +2% | 10k | 192.74 |
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| Synopsys (SNPS) | 0.0 | $1.9M | -40% | 3.9k | 493.39 |
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| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.0 | $1.9M | NEW | 42k | 46.32 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $1.9M | +3% | 3.1k | 609.32 |
|
| Novo Nordisk A/S (NVO) | 0.0 | $1.9M | 34k | 55.49 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $1.8M | +3% | 17k | 111.70 |
|
| WisdomTree Emerging Markets Eq (DEM) | 0.0 | $1.8M | -11% | 40k | 45.99 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.8M | -6% | 4.7k | 391.63 |
|
| Mitsubishi UFJ Financial (MUFG) | 0.0 | $1.8M | 115k | 15.94 |
|
|
| Hca Holdings (HCA) | 0.0 | $1.8M | 4.3k | 426.00 |
|
|
| Kinder Morgan (KMI) | 0.0 | $1.8M | +5% | 64k | 28.31 |
|
| General Dynamics Corporation (GD) | 0.0 | $1.8M | -6% | 5.2k | 341.00 |
|
| American International (AIG) | 0.0 | $1.8M | -2% | 23k | 78.57 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $1.8M | -7% | 8.8k | 201.53 |
|
| Vanguard Value ETF (VTV) | 0.0 | $1.8M | -8% | 9.5k | 186.49 |
|
| Msci (MSCI) | 0.0 | $1.8M | -6% | 3.1k | 567.41 |
|
| Novartis (NVS) | 0.0 | $1.8M | +2% | 14k | 128.24 |
|
| iShares S&P Global Technology Sect. (IXN) | 0.0 | $1.8M | 17k | 103.21 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $1.7M | 9.6k | 178.12 |
|
|
| Anthem (ELV) | 0.0 | $1.7M | -11% | 5.3k | 323.12 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $1.7M | -3% | 3.5k | 490.38 |
|
| U.S. Bancorp (USB) | 0.0 | $1.7M | 35k | 48.33 |
|
|
| Simon Property (SPG) | 0.0 | $1.7M | 9.0k | 187.67 |
|
|
| Northern Trust Corporation (NTRS) | 0.0 | $1.7M | -8% | 13k | 134.60 |
|
| Cintas Corporation (CTAS) | 0.0 | $1.7M | -12% | 8.2k | 205.26 |
|
| W.W. Grainger (GWW) | 0.0 | $1.7M | +25% | 1.8k | 952.96 |
|
| Dr. Reddy's Laboratories (RDY) | 0.0 | $1.7M | 118k | 13.98 |
|
|
| Southstate Bk Corp (SSB) | 0.0 | $1.6M | NEW | 17k | 98.87 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $1.6M | 5.0k | 323.55 |
|
|
| Seagate Technology (STX) | 0.0 | $1.6M | 6.9k | 236.07 |
|
|
| Vanguard Admiral Fds Inc cmn (IVOO) | 0.0 | $1.6M | -2% | 15k | 110.38 |
|
| AmerisourceBergen (COR) | 0.0 | $1.6M | 5.1k | 312.56 |
|
|
| General Motors Company (GM) | 0.0 | $1.6M | 26k | 60.97 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.6M | -4% | 13k | 124.34 |
|
| Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.0 | $1.6M | 82k | 19.25 |
|
|
| Omni (OMC) | 0.0 | $1.5M | 19k | 81.53 |
|
|
| United Rentals (URI) | 0.0 | $1.5M | 1.6k | 954.67 |
|
|
| Microchip Technology (MCHP) | 0.0 | $1.5M | 24k | 64.22 |
|
|
| Alibaba Group Holding (BABA) | 0.0 | $1.5M | 8.5k | 178.73 |
|
|
| Dell Technologies (DELL) | 0.0 | $1.5M | -4% | 11k | 141.77 |
|
| Vanguard Small-Cap ETF (VB) | 0.0 | $1.5M | 5.8k | 254.28 |
|
Past Filings by Greenleaf Trust
SEC 13F filings are viewable for Greenleaf Trust going back to 2010
- Greenleaf Trust 2025 Q3 filed Oct. 22, 2025
- Greenleaf Trust 2025 Q2 filed July 17, 2025
- Greenleaf Trust 2025 Q1 filed April 30, 2025
- Greenleaf Trust 2024 Q4 filed Jan. 24, 2025
- Greenleaf Trust 2024 Q3 filed Oct. 22, 2024
- Greenleaf Trust 2024 Q2 filed July 22, 2024
- Greenleaf Trust 2024 Q1 filed April 29, 2024
- Greenleaf Trust 2023 Q4 filed Jan. 31, 2024
- Greenleaf Trust 2023 Q3 filed Nov. 9, 2023
- Greenleaf Trust 2023 Q2 filed Aug. 9, 2023
- Greenleaf Trust 2023 Q1 filed May 11, 2023
- Greenleaf Trust 2022 Q4 filed Jan. 25, 2023
- Greenleaf Trust 2022 Q3 filed Nov. 10, 2022
- Greenleaf Trust 2022 Q2 filed Aug. 12, 2022
- Greenleaf Trust 2022 Q1 filed April 27, 2022
- Greenleaf Trust 2021 Q4 filed Feb. 11, 2022