Greenleaf Trust Portfolio Holdings
Greenleaf Trust
- $10.9 Billion
- Q1 2025
Greenleaf Trust has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $10.9 Billion distributed in 1281 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Stryker Corp with a value of $6.37B, Ishares Core S&P 500 ETF with a value of $1.12B, Ishares Tr with a value of $210M, Visa Inc. with a value of $197M, and Apple Inc. with a value of $162M.
Examining the 13F form we can see an decrease of $23.7M in the current position value, from $10.9B to 10.9B.
Greenleaf Trust is based out at Kalamazoo, MI
Below you can find more details about Greenleaf Trust portfolio as well as his latest detailed transactions.
Portfolio value
$10.9 Billion
Healthcare: $6.57 Billion
ETFs: $2.24 Billion
Technology: $607 Million
Financial Services: $534 Million
Consumer Cyclical: $228 Million
Communication Services: $212 Million
Industrials: $184 Million
Consumer Defensive: $139 Million
Other: $185 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 1,281
- Current Value $10.9 Billion
- Prior Value $10.9 Billion
- Filing
- Period Q1 2025
- Filing Date April 30, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 35 stocks
- Additional Purchases 413 stocks
- Sold out of 0 stocks
- Reduced holdings in 291 stocks