Greenleaf Trust
Latest statistics and disclosures from Greenleaf Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SYK, IVV, SPYM, IEFA, AAPL, and represent 68.72% of Greenleaf Trust's stock portfolio.
- Added to shares of these 10 stocks: SPYM (+$71M), JAAA (+$20M), IEF (+$18M), SPDW (+$14M), SHV (+$7.5M), CPRT (+$6.7M), SPMD (+$5.9M), SPSM, XOM, PFF.
- Started 46 new stock positions in MANH, COTY, PSO, KFY, EXR, DVA, CVE, TPL, INGR, EQNR.
- Reduced shares in these 10 stocks: SYK (-$206M), IVV (-$49M), GSY (-$13M), IEFA (-$11M), PYPL (-$8.1M), TJX (-$6.8M), IJH (-$5.3M), IJR, EEM, GOOG.
- Sold out of its positions in ALK, ALNY, AFG, ACHR, AstraZeneca, BAH, BXP, CPT, Comerica Incorporated, CAG.
- Greenleaf Trust was a net seller of stock by $-172M.
- Greenleaf Trust has $10B in assets under management (AUM), dropping by -6.71%.
- Central Index Key (CIK): 0001162170
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Download as csvPortfolio Holdings for Greenleaf Trust
Greenleaf Trust holds 804 positions in its portfolio as reported in the March 2026 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 March 31, 2026 positions
- Download the Greenleaf Trust March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Stryker Corporation (SYK) | 51.5 | $5.2B | -3% | 16M | 328.59 |
|
| iShares S&P 500 Index (IVV) | 9.0 | $913M | -5% | 1.4M | 653.21 |
|
| SPDR DJ Wilshire Large Cap (SPYM) | 4.8 | $490M | +17% | 6.4M | 76.54 |
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.9 | $194M | -5% | 2.1M | 90.53 |
|
| Apple (AAPL) | 1.6 | $162M | 638k | 253.79 |
|
|
| Janus Detroit Str Tr (JAAA) | 1.1 | $113M | +21% | 2.2M | 50.37 |
|
| Microsoft Corporation (MSFT) | 1.1 | $108M | 292k | 370.17 |
|
|
| iShares S&P MidCap 400 Index (IJH) | 1.0 | $106M | -4% | 1.6M | 67.53 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $99M | 566k | 174.40 |
|
|
| Amazon (AMZN) | 1.0 | $97M | 466k | 208.27 |
|
|
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.9 | $92M | +24% | 960k | 95.44 |
|
| Alphabet Inc Class C cs (GOOG) | 0.9 | $89M | -3% | 311k | 286.86 |
|
| iShares MSCI Emerging Markets Indx (EEM) | 0.8 | $83M | -3% | 1.5M | 56.79 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.8 | $83M | 289k | 287.56 |
|
|
| Visa (V) | 0.7 | $71M | 235k | 302.24 |
|
|
| Berkshire Hathaway (BRK.B) | 0.7 | $67M | 140k | 479.20 |
|
|
| iShares S&P SmallCap 600 Index (IJR) | 0.6 | $65M | -5% | 523k | 124.31 |
|
| SPDR S&P World ex-US (SPDW) | 0.6 | $65M | +26% | 1.4M | 45.65 |
|
| Ishares Inc core msci emkt (IEMG) | 0.6 | $63M | 907k | 69.75 |
|
|
| Facebook Inc cl a (META) | 0.6 | $61M | 107k | 572.13 |
|
|
| SPDR DJ Wilshire Mid Cap (SPMD) | 0.5 | $53M | +12% | 902k | 59.22 |
|
| Vanguard S&p 500 Etf idx (VOO) | 0.5 | $47M | 78k | 597.55 |
|
|
| Ishares Tr conv bd etf (ICVT) | 0.4 | $46M | 448k | 101.79 |
|
|
| iShares MSCI EAFE Index Fund (EFA) | 0.4 | $41M | 425k | 97.13 |
|
|
| Taiwan Semiconductor Mfg (TSM) | 0.4 | $39M | -5% | 116k | 337.95 |
|
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.4 | $38M | +3% | 1.3M | 30.32 |
|
| Broadcom (AVGO) | 0.3 | $35M | 114k | 309.51 |
|
|
| iShares S&P 500 Growth Index (IVW) | 0.3 | $35M | -2% | 308k | 113.11 |
|
| iShares S&P 500 Value Index (IVE) | 0.3 | $33M | -3% | 156k | 211.15 |
|
| S&p Global (SPGI) | 0.3 | $32M | 76k | 425.34 |
|
|
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.3 | $30M | +13% | 613k | 48.32 |
|
| Canadian Pacific Kansas City (CP) | 0.3 | $28M | 349k | 78.66 |
|
|
| Spdr S&p 500 Etf (SPY) | 0.3 | $27M | 42k | 650.34 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $27M | -3% | 91k | 294.16 |
|
| Honeywell International (HON) | 0.2 | $25M | 110k | 226.03 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $21M | +2% | 85k | 244.44 |
|
| Tesla Motors (TSLA) | 0.2 | $20M | 53k | 371.75 |
|
|
| salesforce (CRM) | 0.2 | $19M | +4% | 103k | 186.67 |
|
| American Tower Reit (AMT) | 0.2 | $19M | -2% | 111k | 172.58 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $19M | 21k | 919.77 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $19M | +8% | 109k | 169.66 |
|
| iShares MSCI EAFE Value Index (EFV) | 0.2 | $18M | -2% | 240k | 74.35 |
|
| Mondelez Int (MDLZ) | 0.2 | $17M | 297k | 57.64 |
|
|
| Danaher Corporation (DHR) | 0.2 | $16M | 83k | 189.60 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $16M | -5% | 126k | 124.28 |
|
| TJX Companies (TJX) | 0.2 | $16M | -30% | 97k | 159.70 |
|
| iShares S&P 1500 Index Fund (ITOT) | 0.2 | $15M | 108k | 142.43 |
|
|
| Home Depot (HD) | 0.1 | $15M | +7% | 44k | 328.89 |
|
| Roper Industries (ROP) | 0.1 | $14M | +5% | 40k | 353.86 |
|
| MasterCard Incorporated (MA) | 0.1 | $14M | -3% | 28k | 499.66 |
|
| iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.1 | $14M | -4% | 127k | 106.68 |
|
| Abbvie (ABBV) | 0.1 | $13M | 60k | 217.49 |
|
|
| iShares MSCI EAFE Growth Index (EFG) | 0.1 | $13M | -2% | 116k | 111.37 |
|
| Booking Holdings (BKNG) | 0.1 | $12M | 2.9k | 4210.32 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $12M | 12k | 996.43 |
|
|
| Dollar General (DG) | 0.1 | $12M | -4% | 102k | 118.73 |
|
| Caterpillar (CAT) | 0.1 | $11M | +4% | 16k | 708.46 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $11M | 46k | 243.08 |
|
|
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $11M | -3% | 58k | 191.92 |
|
| Lam Research (LRCX) | 0.1 | $11M | 52k | 213.66 |
|
|
| SPDR S&P Dividend (SDY) | 0.1 | $11M | 73k | 145.94 |
|
|
| Berkshire Hathaway (BRK.A) | 0.1 | $10M | 14.00 | 718140.00 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $10M | 69k | 144.44 |
|
|
| Cisco Systems (CSCO) | 0.1 | $9.9M | +5% | 128k | 77.59 |
|
| Pepsi (PEP) | 0.1 | $9.8M | 63k | 155.29 |
|
|
| Merck & Co (MRK) | 0.1 | $9.5M | 79k | 120.29 |
|
|
| Nextera Energy (NEE) | 0.1 | $9.2M | +4% | 100k | 92.88 |
|
| Applied Materials (AMAT) | 0.1 | $9.2M | 27k | 341.79 |
|
|
| Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) | 0.1 | $8.8M | -58% | 175k | 50.12 |
|
| Oracle Corporation (ORCL) | 0.1 | $8.6M | 58k | 147.11 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $8.6M | +13% | 44k | 192.90 |
|
| Netflix (NFLX) | 0.1 | $8.3M | 87k | 96.15 |
|
|
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $8.0M | 25k | 320.81 |
|
|
| Micron Technology (MU) | 0.1 | $7.7M | -24% | 23k | 337.84 |
|
| Bank of America Corporation (BAC) | 0.1 | $7.5M | +6% | 153k | 48.75 |
|
| iShares Lehman Short Treasury Bond (SHV) | 0.1 | $7.5M | NEW | 68k | 110.39 |
|
| Coca-Cola Company (KO) | 0.1 | $7.4M | +7% | 97k | 76.05 |
|
| Copart (CPRT) | 0.1 | $7.2M | +1269% | 218k | 33.20 |
|
| iShares S&P MidCap 400 Growth (IJK) | 0.1 | $7.2M | -5% | 72k | 100.62 |
|
| Advanced Micro Devices (AMD) | 0.1 | $7.2M | +2% | 35k | 203.43 |
|
| Goldman Sachs (GS) | 0.1 | $7.0M | -17% | 8.3k | 845.99 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $6.9M | +2% | 439k | 15.65 |
|
| Pfizer (PFE) | 0.1 | $6.8M | +5% | 241k | 28.08 |
|
| Nike (NKE) | 0.1 | $6.8M | 128k | 52.82 |
|
|
| Chevron Corporation (CVX) | 0.1 | $6.8M | +2% | 33k | 206.90 |
|
| Eaton (ETN) | 0.1 | $6.7M | +2% | 19k | 357.67 |
|
| Amphenol Corporation (APH) | 0.1 | $6.4M | -4% | 51k | 126.35 |
|
| iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $6.4M | -4% | 49k | 132.50 |
|
| Abbott Laboratories (ABT) | 0.1 | $6.4M | 62k | 102.67 |
|
|
| General Electric (GE) | 0.1 | $6.4M | +6% | 22k | 283.77 |
|
| McDonald's Corporation (MCD) | 0.1 | $6.3M | +7% | 20k | 310.79 |
|
| McKesson Corporation (MCK) | 0.1 | $6.2M | 7.2k | 865.36 |
|
|
| Philip Morris International (PM) | 0.1 | $6.1M | 37k | 165.34 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $5.9M | 74k | 79.61 |
|
|
| KLA-Tencor Corporation (KLAC) | 0.1 | $5.8M | 3.9k | 1472.41 |
|
|
| Amgen (AMGN) | 0.1 | $5.6M | +6% | 16k | 351.85 |
|
| Palantir Technologies (PLTR) | 0.1 | $5.4M | +5% | 37k | 146.28 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $5.4M | -2% | 11k | 491.53 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $5.3M | +9% | 27k | 194.14 |
|
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $5.3M | 50k | 106.50 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $5.2M | +2% | 8.6k | 604.39 |
|
| American Express Company (AXP) | 0.0 | $5.1M | +3% | 17k | 302.48 |
|
| International Business Machines (IBM) | 0.0 | $5.0M | +3% | 21k | 242.39 |
|
| Cme (CME) | 0.0 | $4.9M | 17k | 295.35 |
|
|
| Ge Vernova (GEV) | 0.0 | $4.8M | +9% | 5.6k | 872.90 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $4.7M | 50k | 93.98 |
|
|
| Linde (LIN) | 0.0 | $4.7M | +12% | 9.4k | 495.76 |
|
| Morgan Stanley (MS) | 0.0 | $4.6M | +2% | 28k | 164.57 |
|
| Chubb (CB) | 0.0 | $4.6M | -15% | 14k | 325.93 |
|
| Lumentum Hldgs (LITE) | 0.0 | $4.5M | +9% | 6.4k | 702.76 |
|
| UnitedHealth (UNH) | 0.0 | $4.4M | -8% | 16k | 270.59 |
|
| Intuitive Surgical (ISRG) | 0.0 | $4.4M | 9.5k | 460.99 |
|
|
| At&t (T) | 0.0 | $4.2M | +2% | 146k | 28.99 |
|
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $4.2M | -4% | 56k | 75.10 |
|
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $4.2M | -4% | 39k | 106.15 |
|
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $4.1M | -2% | 28k | 144.71 |
|
| Accenture (ACN) | 0.0 | $4.1M | +5% | 21k | 198.29 |
|
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $4.1M | 34k | 118.45 |
|
|
| Qualcomm (QCOM) | 0.0 | $4.0M | 31k | 128.78 |
|
|
| Analog Devices (ADI) | 0.0 | $3.9M | +4% | 12k | 318.14 |
|
| Fastenal Company (FAST) | 0.0 | $3.9M | +4% | 84k | 46.40 |
|
| WisdomTree DEFA Equity Income Fund (DTH) | 0.0 | $3.9M | -3% | 71k | 54.09 |
|
| Verizon Communications (VZ) | 0.0 | $3.8M | +6% | 76k | 50.20 |
|
| Ecolab (ECL) | 0.0 | $3.7M | +4% | 14k | 266.02 |
|
| Intuit (INTU) | 0.0 | $3.7M | 8.5k | 432.38 |
|
|
| Lowe's Companies (LOW) | 0.0 | $3.6M | -5% | 15k | 236.28 |
|
| Intel Corporation (INTC) | 0.0 | $3.5M | +19% | 80k | 44.13 |
|
| Gilead Sciences (GILD) | 0.0 | $3.5M | +2% | 25k | 139.37 |
|
| Fifth Third Ban (FITB) | 0.0 | $3.5M | +23% | 75k | 46.46 |
|
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $3.5M | 5.7k | 616.76 |
|
|
| iShares Russell 2000 Index (IWM) | 0.0 | $3.5M | -6% | 14k | 248.00 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $3.4M | -2% | 11k | 320.55 |
|
| Waste Management (WM) | 0.0 | $3.4M | +6% | 15k | 229.79 |
|
| Union Pacific Corporation (UNP) | 0.0 | $3.4M | +10% | 14k | 242.62 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $3.4M | +2% | 29k | 118.63 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $3.3M | +2% | 39k | 85.23 |
|
| Cummins (CMI) | 0.0 | $3.3M | 6.1k | 538.02 |
|
|
| Vanguard Growth ETF (VUG) | 0.0 | $3.3M | -9% | 7.5k | 436.79 |
|
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $3.2M | -4% | 7.5k | 426.40 |
|
| Walt Disney Company (DIS) | 0.0 | $3.2M | -7% | 33k | 96.38 |
|
| Emerson Electric (EMR) | 0.0 | $3.2M | +18% | 24k | 131.02 |
|
| Asml Holding (ASML) | 0.0 | $3.2M | 2.4k | 1320.83 |
|
|
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $3.1M | +9% | 49k | 64.08 |
|
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $3.1M | -6% | 32k | 97.23 |
|
| Deere & Company (DE) | 0.0 | $3.1M | -4% | 5.5k | 563.30 |
|
| Rockwell Automation (ROK) | 0.0 | $3.1M | -2% | 8.5k | 358.88 |
|
| ConocoPhillips (COP) | 0.0 | $3.0M | +8% | 23k | 132.00 |
|
| Arista Networks (ANET) | 0.0 | $3.0M | 25k | 122.78 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $3.0M | +2% | 15k | 203.18 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $3.0M | 9.9k | 304.08 |
|
|
| Johnson Controls International Plc equity (JCI) | 0.0 | $3.0M | 23k | 130.95 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $3.0M | +6% | 3.3k | 895.24 |
|
| Blackrock (BLK) | 0.0 | $2.9M | +9% | 3.0k | 961.71 |
|
| Hartford Financial Services (HIG) | 0.0 | $2.9M | 22k | 135.23 |
|
|
| Capital One Financial (COF) | 0.0 | $2.9M | -5% | 16k | 182.40 |
|
| Boeing Company (BA) | 0.0 | $2.8M | 14k | 199.03 |
|
|
| CSX Corporation (CSX) | 0.0 | $2.8M | -6% | 69k | 41.05 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $2.7M | 25k | 108.25 |
|
|
| Lpl Financial Holdings (LPLA) | 0.0 | $2.7M | 9.1k | 300.83 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $2.7M | +7% | 11k | 260.29 |
|
| Seagate Technology (STX) | 0.0 | $2.7M | 6.9k | 391.76 |
|
|
| Moody's Corporation (MCO) | 0.0 | $2.7M | +3% | 6.2k | 436.24 |
|
| Southern Company (SO) | 0.0 | $2.7M | +18% | 28k | 96.52 |
|
| Sumitomo Mitsui Financial Grp (SMFG) | 0.0 | $2.7M | -19% | 136k | 19.75 |
|
| Palo Alto Networks (PANW) | 0.0 | $2.7M | +51% | 17k | 160.32 |
|
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $2.7M | 14k | 191.81 |
|
|
| Duke Energy (DUK) | 0.0 | $2.7M | -2% | 20k | 130.94 |
|
| Trane Technologies (TT) | 0.0 | $2.7M | +7% | 6.4k | 416.74 |
|
| Edwards Lifesciences (EW) | 0.0 | $2.6M | 32k | 80.08 |
|
|
| Prologis (PLD) | 0.0 | $2.6M | +10% | 19k | 132.18 |
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| Vontier Corporation (VNT) | 0.0 | $2.5M | -4% | 71k | 35.47 |
|
| Starbucks Corporation (SBUX) | 0.0 | $2.5M | +13% | 28k | 89.59 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $2.5M | 10k | 244.18 |
|
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| MetLife (MET) | 0.0 | $2.5M | +5% | 35k | 70.72 |
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| Hershey Company (HSY) | 0.0 | $2.5M | 12k | 207.89 |
|
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| O'reilly Automotive (ORLY) | 0.0 | $2.4M | -5% | 26k | 92.31 |
|
| Travelers Companies (TRV) | 0.0 | $2.4M | -16% | 8.4k | 291.68 |
|
| Intercontinental Exchange (ICE) | 0.0 | $2.4M | +2% | 16k | 157.28 |
|
| General Dynamics Corporation (GD) | 0.0 | $2.4M | +25% | 7.1k | 343.22 |
|
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $2.4M | 44k | 54.05 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $2.3M | +29% | 21k | 109.71 |
|
| Citigroup (C) | 0.0 | $2.3M | +4% | 20k | 113.41 |
|
| Altria (MO) | 0.0 | $2.3M | +4% | 35k | 65.99 |
|
| Kinder Morgan (KMI) | 0.0 | $2.3M | +2% | 68k | 33.53 |
|
| Norfolk Southern (NSC) | 0.0 | $2.2M | +17% | 7.7k | 287.00 |
|
| Novartis (NVS) | 0.0 | $2.2M | 15k | 152.75 |
|
|
| Progressive Corporation (PGR) | 0.0 | $2.2M | -6% | 11k | 198.24 |
|
| 3M Company (MMM) | 0.0 | $2.2M | +7% | 15k | 145.23 |
|
| Omni (OMC) | 0.0 | $2.2M | +4% | 29k | 75.31 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $2.2M | +2% | 3.2k | 682.24 |
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| Comcast Corporation (CMCSA) | 0.0 | $2.2M | +16% | 76k | 28.71 |
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| PNC Financial Services (PNC) | 0.0 | $2.2M | 11k | 208.09 |
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| State Street Corporation (STT) | 0.0 | $2.2M | 17k | 126.56 |
|
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $2.1M | 4.8k | 446.55 |
|
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| Welltower Inc Com reit (WELL) | 0.0 | $2.1M | +7% | 11k | 197.72 |
|
| W.W. Grainger (GWW) | 0.0 | $2.1M | +7% | 1.9k | 1090.81 |
|
| Kroger (KR) | 0.0 | $2.0M | -9% | 28k | 72.36 |
|
| AutoZone (AZO) | 0.0 | $2.0M | -11% | 599.00 | 3377.78 |
|
| Cigna Corp (CI) | 0.0 | $2.0M | -3% | 7.5k | 266.75 |
|
| Motorola Solutions (MSI) | 0.0 | $2.0M | +2% | 4.6k | 433.97 |
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| Metropcs Communications (TMUS) | 0.0 | $2.0M | 9.5k | 210.03 |
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|
| Phillips 66 (PSX) | 0.0 | $2.0M | +17% | 11k | 182.18 |
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| Allstate Corporation (ALL) | 0.0 | $2.0M | +4% | 9.5k | 207.34 |
|
| Te Connectivity (TEL) | 0.0 | $2.0M | 9.3k | 209.02 |
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|
| U.S. Bancorp (USB) | 0.0 | $1.9M | +3% | 37k | 52.01 |
|
| Invesco S&p 500 Top 50 Etf (XLG) | 0.0 | $1.9M | 35k | 54.55 |
|
|
| General Motors Company (GM) | 0.0 | $1.9M | 25k | 74.50 |
|
|
| Servicenow (NOW) | 0.0 | $1.9M | -7% | 18k | 104.55 |
|
| eBay (EBAY) | 0.0 | $1.9M | -5% | 21k | 91.02 |
|
| Vanguard Value ETF (VTV) | 0.0 | $1.9M | -16% | 9.5k | 196.20 |
|
| Hca Holdings (HCA) | 0.0 | $1.9M | -5% | 4.0k | 473.24 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $1.9M | +3% | 41k | 45.97 |
|
| WisdomTree Emerging Markets Eq (DEM) | 0.0 | $1.8M | -5% | 37k | 49.69 |
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $1.8M | -3% | 27k | 67.57 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.8M | +6% | 16k | 114.99 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $1.8M | -3% | 1.5k | 1158.96 |
|
| Corning Incorporated (GLW) | 0.0 | $1.8M | +4% | 13k | 135.97 |
|
| Valero Energy Corporation (VLO) | 0.0 | $1.8M | 7.2k | 247.08 |
|
|
| Northern Trust Corporation (NTRS) | 0.0 | $1.7M | 13k | 139.57 |
|
|
| Simon Property (SPG) | 0.0 | $1.7M | +5% | 9.3k | 186.53 |
|
| Quanta Services (PWR) | 0.0 | $1.7M | +2% | 3.2k | 549.03 |
|
| Vanguard Small-Cap ETF (VB) | 0.0 | $1.7M | +4% | 6.5k | 261.92 |
|
| Marriott International (MAR) | 0.0 | $1.7M | +2% | 5.2k | 327.00 |
|
| Dow (DOW) | 0.0 | $1.7M | +6% | 41k | 41.65 |
|
| Dr. Reddy's Laboratories (RDY) | 0.0 | $1.7M | 123k | 13.85 |
|
|
| Williams Companies (WMB) | 0.0 | $1.7M | +4% | 23k | 72.78 |
|
| iShares S&P Global Technology Sect. (IXN) | 0.0 | $1.7M | 17k | 99.97 |
|
|
| Technology SPDR (XLK) | 0.0 | $1.7M | 13k | 132.90 |
|
|
| Mitsubishi UFJ Financial (MUFG) | 0.0 | $1.7M | -18% | 99k | 16.97 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $1.7M | +17% | 4.3k | 390.41 |
|
| Equinix (EQIX) | 0.0 | $1.7M | +23% | 1.7k | 980.25 |
|
| Uber Technologies (UBER) | 0.0 | $1.7M | -4% | 23k | 71.93 |
|
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $1.7M | 18k | 93.00 |
|
|
| AmerisourceBergen (COR) | 0.0 | $1.7M | -4% | 5.3k | 314.12 |
|
| FedEx Corporation (FDX) | 0.0 | $1.6M | +7% | 4.6k | 356.18 |
|
| Cbre Group Inc Cl A (CBRE) | 0.0 | $1.6M | -14% | 12k | 135.46 |
|
| Corteva (CTVA) | 0.0 | $1.6M | +3% | 19k | 83.71 |
|
| Constellation Energy (CEG) | 0.0 | $1.6M | -7% | 5.7k | 279.25 |
|
| Diamondback Energy (FANG) | 0.0 | $1.6M | 8.1k | 197.79 |
|
|
| Target Corporation (TGT) | 0.0 | $1.6M | +4% | 13k | 121.20 |
|
| Rio Tinto (RIO) | 0.0 | $1.6M | 17k | 93.31 |
|
|
| Ventas (VTR) | 0.0 | $1.6M | 19k | 81.78 |
|
|
| Dell Technologies (DELL) | 0.0 | $1.6M | -8% | 9.5k | 164.13 |
|
| Cintas Corporation (CTAS) | 0.0 | $1.6M | +19% | 9.2k | 169.14 |
|
| Microchip Technology (MCHP) | 0.0 | $1.6M | 24k | 64.61 |
|
|
| iShares Russell 1000 Value Index (IWD) | 0.0 | $1.5M | 7.2k | 213.67 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $1.5M | +5% | 18k | 84.89 |
|
| Southstate Bk Corp (SSB) | 0.0 | $1.5M | 17k | 92.52 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $1.5M | 5.5k | 277.87 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $1.5M | -5% | 24k | 62.75 |
|
Past Filings by Greenleaf Trust
SEC 13F filings are viewable for Greenleaf Trust going back to 2010
- Greenleaf Trust 2026 Q1 filed April 27, 2026
- Greenleaf Trust 2025 Q4 filed Jan. 21, 2026
- 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