Greenleaf Trust

Latest statistics and disclosures from Greenleaf Trust's latest quarterly 13F-HR filing:

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Positions held by Greenleaf Trust consolidated in one spreadsheet with up to 7 years of data

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Portfolio 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.

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

SEC 13F filings are viewable for Greenleaf Trust going back to 2010

View all past filings