Greenleaf Trust as of March 31, 2016
Portfolio Holdings for Greenleaf Trust
Greenleaf Trust holds 162 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Stryker Corporation (SYK) | 80.4 | $3.0B | 28M | 107.29 | |
iShares S&P 500 Index (IVV) | 0.7 | $26M | 125k | 206.65 | |
Wells Fargo & Company (WFC) | 0.6 | $24M | 490k | 48.36 | |
Celgene Corporation | 0.6 | $24M | 237k | 100.09 | |
Broadridge Financial Solutions (BR) | 0.6 | $21M | 355k | 59.31 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.6 | $21M | 238k | 87.47 | |
Apple (AAPL) | 0.5 | $19M | 178k | 108.99 | |
Pepsi (PEP) | 0.5 | $19M | 189k | 102.48 | |
Chubb (CB) | 0.5 | $19M | 161k | 119.15 | |
Energy Select Sector SPDR (XLE) | 0.5 | $17M | 268k | 61.89 | |
Verizon Communications (VZ) | 0.4 | $16M | 293k | 54.08 | |
AFLAC Incorporated (AFL) | 0.4 | $16M | 247k | 63.14 | |
Gilead Sciences (GILD) | 0.4 | $16M | 168k | 91.86 | |
Bankunited (BKU) | 0.4 | $15M | 441k | 34.44 | |
Procter & Gamble Company (PG) | 0.4 | $15M | 178k | 82.31 | |
Dover Corporation (DOV) | 0.4 | $15M | 226k | 64.33 | |
Cinemark Holdings (CNK) | 0.4 | $15M | 413k | 35.83 | |
Sherwin-Williams Company (SHW) | 0.4 | $14M | 49k | 284.66 | |
Polaris Industries (PII) | 0.4 | $13M | 133k | 98.48 | |
NetApp (NTAP) | 0.3 | $13M | 478k | 27.29 | |
Nextera Energy (NEE) | 0.3 | $13M | 109k | 118.34 | |
Ansys (ANSS) | 0.3 | $13M | 141k | 89.46 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $12M | 17k | 744.97 | |
Honeywell International (HON) | 0.3 | $12M | 108k | 112.05 | |
Merck & Co (MRK) | 0.3 | $12M | 222k | 52.91 | |
U.S. Bancorp (USB) | 0.3 | $11M | 277k | 40.59 | |
Starbucks Corporation (SBUX) | 0.3 | $12M | 192k | 59.70 | |
Lockheed Martin Corporation (LMT) | 0.3 | $11M | 50k | 221.50 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $11M | 186k | 57.16 | |
Colgate-Palmolive Company (CL) | 0.3 | $11M | 148k | 70.65 | |
Scripps Networks Interactive | 0.3 | $10M | 155k | 65.50 | |
Omni (OMC) | 0.3 | $9.5M | 114k | 83.23 | |
Illumina (ILMN) | 0.3 | $9.4M | 58k | 162.10 | |
iShares S&P 500 Growth Index (IVW) | 0.2 | $9.3M | 80k | 115.89 | |
Danaher Corporation (DHR) | 0.2 | $8.8M | 92k | 94.86 | |
iShares S&P 500 Value Index (IVE) | 0.2 | $9.0M | 100k | 89.93 | |
Chemical Financial Corporation | 0.2 | $7.6M | 213k | 35.69 | |
V.F. Corporation (VFC) | 0.2 | $7.2M | 112k | 64.76 | |
Paypal Holdings (PYPL) | 0.2 | $7.4M | 191k | 38.60 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $7.1M | 208k | 34.25 | |
Edwards Lifesciences (EW) | 0.2 | $6.9M | 78k | 88.21 | |
American Electric Power Company (AEP) | 0.2 | $7.0M | 106k | 66.40 | |
Mead Johnson Nutrition | 0.2 | $7.1M | 84k | 84.97 | |
Cognizant Technology Solutions (CTSH) | 0.2 | $6.6M | 106k | 62.70 | |
Hershey Company (HSY) | 0.2 | $6.4M | 69k | 92.10 | |
Monsanto Company | 0.2 | $6.0M | 68k | 87.73 | |
Ambarella (AMBA) | 0.2 | $5.9M | 131k | 44.70 | |
Pfizer (PFE) | 0.1 | $5.7M | 191k | 29.64 | |
Visa (V) | 0.1 | $5.6M | 73k | 76.48 | |
T. Rowe Price (TROW) | 0.1 | $5.2M | 70k | 73.46 | |
Anheuser-Busch InBev NV (BUD) | 0.1 | $5.2M | 42k | 124.66 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.1 | $5.3M | 133k | 39.48 | |
Linkedin Corp | 0.1 | $5.0M | 44k | 114.35 | |
IAC/InterActive | 0.1 | $4.7M | 100k | 47.08 | |
iShares S&P MidCap 400 Growth (IJK) | 0.1 | $4.7M | 29k | 162.63 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $4.4M | 30k | 144.20 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $4.4M | 35k | 124.04 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $4.0M | 35k | 112.56 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.1 | $4.0M | 32k | 124.20 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.1 | $3.3M | 29k | 113.31 | |
Rydex S&P Equal Weight ETF | 0.1 | $2.5M | 32k | 78.52 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $2.7M | 78k | 34.58 | |
SPDR S&P Dividend (SDY) | 0.1 | $2.1M | 27k | 79.93 | |
Johnson & Johnson (JNJ) | 0.1 | $2.0M | 19k | 108.22 | |
General Electric Company | 0.1 | $1.9M | 61k | 31.78 | |
Nuance Communications | 0.1 | $1.9M | 101k | 18.69 | |
Abbvie (ABBV) | 0.1 | $2.0M | 35k | 57.13 | |
Wec Energy Group (WEC) | 0.1 | $1.7M | 28k | 60.08 | |
Comcast Corporation (CMCSA) | 0.0 | $1.5M | 24k | 61.06 | |
MasterCard Incorporated (MA) | 0.0 | $1.5M | 16k | 94.50 | |
Exxon Mobil Corporation (XOM) | 0.0 | $1.6M | 20k | 83.57 | |
Walt Disney Company (DIS) | 0.0 | $1.5M | 15k | 99.31 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $1.6M | 7.8k | 205.53 | |
Altria (MO) | 0.0 | $1.5M | 23k | 62.65 | |
Amgen (AMGN) | 0.0 | $1.3M | 8.6k | 149.90 | |
Harman International Industries | 0.0 | $1.3M | 15k | 89.03 | |
FLIR Systems | 0.0 | $1.5M | 47k | 32.96 | |
iShares MSCI EAFE Value Index (EFV) | 0.0 | $1.5M | 34k | 44.85 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.0 | $1.4M | 55k | 25.74 | |
Pronai Therapeutics | 0.0 | $1.3M | 193k | 6.74 | |
Time Warner | 0.0 | $982k | 14k | 72.57 | |
CMS Energy Corporation (CMS) | 0.0 | $1.0M | 24k | 42.44 | |
Microsoft Corporation (MSFT) | 0.0 | $1.3M | 23k | 55.22 | |
JPMorgan Chase & Co. (JPM) | 0.0 | $1.1M | 18k | 59.24 | |
Microchip Technology (MCHP) | 0.0 | $969k | 20k | 48.21 | |
Intel Corporation (INTC) | 0.0 | $1.1M | 34k | 32.34 | |
Philip Morris International (PM) | 0.0 | $1.1M | 11k | 98.10 | |
Qualcomm (QCOM) | 0.0 | $935k | 18k | 51.12 | |
iShares S&P 1500 Index Fund (ITOT) | 0.0 | $1.0M | 11k | 93.37 | |
Alphabet Inc Class A cs (GOOGL) | 0.0 | $1.3M | 1.6k | 762.80 | |
Broad | 0.0 | $1.0M | 6.5k | 154.55 | |
Berkshire Hathaway (BRK.B) | 0.0 | $818k | 5.8k | 141.96 | |
Coca-Cola Company (KO) | 0.0 | $822k | 18k | 46.39 | |
Abbott Laboratories (ABT) | 0.0 | $741k | 18k | 41.86 | |
3M Company (MMM) | 0.0 | $684k | 4.1k | 166.54 | |
Franklin Resources (BEN) | 0.0 | $681k | 17k | 39.07 | |
Genuine Parts Company (GPC) | 0.0 | $696k | 7.0k | 99.43 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $724k | 5.4k | 134.60 | |
Automatic Data Processing (ADP) | 0.0 | $717k | 8.0k | 89.68 | |
Emerson Electric (EMR) | 0.0 | $615k | 11k | 54.37 | |
Thermo Fisher Scientific (TMO) | 0.0 | $779k | 5.5k | 141.56 | |
ConocoPhillips (COP) | 0.0 | $613k | 15k | 40.27 | |
Stericycle (SRCL) | 0.0 | $720k | 5.7k | 126.18 | |
Alerian Mlp Etf | 0.0 | $608k | 56k | 10.92 | |
Ishares Tr usa min vo (USMV) | 0.0 | $747k | 17k | 43.94 | |
Lamar Advertising Co-a (LAMR) | 0.0 | $861k | 14k | 61.50 | |
Edgewell Pers Care (EPC) | 0.0 | $558k | 6.9k | 80.53 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $455k | 48k | 9.54 | |
Costco Wholesale Corporation (COST) | 0.0 | $309k | 2.0k | 157.49 | |
CSX Corporation (CSX) | 0.0 | $377k | 15k | 25.75 | |
Ecolab (ECL) | 0.0 | $279k | 2.5k | 111.38 | |
FedEx Corporation (FDX) | 0.0 | $260k | 1.6k | 162.50 | |
Chevron Corporation (CVX) | 0.0 | $526k | 5.5k | 95.36 | |
Bristol Myers Squibb (BMY) | 0.0 | $233k | 3.6k | 63.87 | |
At&t (T) | 0.0 | $434k | 11k | 39.20 | |
Cisco Systems (CSCO) | 0.0 | $459k | 16k | 28.45 | |
LKQ Corporation (LKQ) | 0.0 | $498k | 16k | 31.92 | |
Reynolds American | 0.0 | $237k | 4.7k | 50.30 | |
E.I. du Pont de Nemours & Company | 0.0 | $318k | 5.0k | 63.37 | |
CVS Caremark Corporation (CVS) | 0.0 | $314k | 3.0k | 103.70 | |
Berkshire Hathaway (BRK.A) | 0.0 | $213k | 1.00 | 213000.00 | |
General Mills (GIS) | 0.0 | $226k | 3.6k | 63.43 | |
International Business Machines (IBM) | 0.0 | $320k | 2.1k | 151.23 | |
Intuitive Surgical (ISRG) | 0.0 | $253k | 421.00 | 600.95 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $221k | 3.2k | 68.42 | |
Schlumberger (SLB) | 0.0 | $401k | 5.4k | 73.79 | |
United Technologies Corporation | 0.0 | $280k | 2.8k | 100.14 | |
Ford Motor Company (F) | 0.0 | $216k | 16k | 13.49 | |
Shire | 0.0 | $233k | 1.4k | 171.96 | |
Illinois Tool Works (ITW) | 0.0 | $249k | 2.4k | 102.55 | |
Lowe's Companies (LOW) | 0.0 | $228k | 3.0k | 75.85 | |
Markel Corporation (MKL) | 0.0 | $394k | 442.00 | 891.40 | |
Discovery Communications | 0.0 | $355k | 13k | 27.00 | |
First Solar (FSLR) | 0.0 | $205k | 3.0k | 68.33 | |
Oracle Corporation (ORCL) | 0.0 | $455k | 11k | 40.89 | |
Varian Medical Systems | 0.0 | $387k | 4.8k | 79.96 | |
Amer (UHAL) | 0.0 | $536k | 1.5k | 357.33 | |
Atmos Energy Corporation (ATO) | 0.0 | $334k | 4.5k | 74.22 | |
National Retail Properties (NNN) | 0.0 | $231k | 5.0k | 46.20 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $283k | 1.6k | 176.88 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $326k | 1.2k | 262.69 | |
Rydex Russell Top 50 ETF | 0.0 | $520k | 3.6k | 145.37 | |
Vanguard Growth ETF (VUG) | 0.0 | $377k | 3.5k | 106.35 | |
Vanguard Value ETF (VTV) | 0.0 | $407k | 4.9k | 82.34 | |
iShares Barclays Credit Bond Fund (USIG) | 0.0 | $299k | 2.7k | 110.33 | |
Rydex S&P MidCap 400 Pure Growth ETF | 0.0 | $387k | 3.2k | 120.94 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $261k | 3.3k | 80.14 | |
Rydex S&P 500 Pure Growth ETF | 0.0 | $441k | 5.6k | 79.46 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $225k | 2.6k | 86.84 | |
Rydex Etf Trust s^psc600 purgr | 0.0 | $398k | 5.1k | 78.81 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 0.0 | $214k | 4.1k | 51.90 | |
Phillips 66 (PSX) | 0.0 | $331k | 3.8k | 86.63 | |
Duke Energy (DUK) | 0.0 | $351k | 4.3k | 80.71 | |
Mondelez Int (MDLZ) | 0.0 | $262k | 6.5k | 40.07 | |
Walgreen Boots Alliance (WBA) | 0.0 | $456k | 5.4k | 84.26 | |
Energizer Holdings (ENR) | 0.0 | $287k | 7.1k | 40.54 | |
Viavi Solutions Inc equities (VIAV) | 0.0 | $343k | 50k | 6.86 | |
Lumentum Hldgs (LITE) | 0.0 | $270k | 10k | 27.00 | |
MFA Mortgage Investments | 0.0 | $76k | 11k | 6.84 | |
WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.0 | $999.950000 | 35.00 | 28.57 | |
Neuralstem | 0.0 | $30k | 40k | 0.75 | |
WisdomTree Emerging Markets Eq (DEM) | 0.0 | $1.0k | 36.00 | 27.78 |