Greenleaf Trust Incresed Positions in Q1 2025

Greenleaf Trust

  • $10.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GRMN
Garmin LTD

Technology
40
+ 1.03%
$204.55 - $241.93 $8.18K - $9.68K
3.94K $854K
RRC
Range Resources Corp

Energy
164
+ 1.52%
$35.22 - $41.29 $5.78K - $6.77K
11K $437K
DPZ
Dominos Pizza Inc

Consumer Cyclical
33
+ 3.86%
$402.33 - $489.71 $13.3K - $16.2K
887 $407K
NGG
National Grid PLC

Utilities
382
+ 10.48%
$56.13 - $65.61 $21.4K - $25.1K
4.03K $264K
ALC
Alcon Inc

Healthcare
10
+ 0.22%
$82.73 - $96.8 $827 - $968
4.54K $431K
TPR
Tapestry, Inc.

Consumer Cyclical
131
+ 1.83%
$65.63 - $89.21 $8.6K - $11.7K
7.31K $514K
RMD
Resmed Inc

Healthcare
260
+ 8.54%
$219.7 - $257.65 $57.1K - $67K
3.31K $740K
LYB
Lyondell Basell Industries N.V.

Basic Materials
774
+ 20.85%
$69.82 - $78.67 $54K - $60.9K
4.49K $315K
WBD
Warner Bros. Discovery, Inc.

Communication Services
3.42K
+ 14.4%
$9.47 - $11.46 $32.4K - $39.2K
27.2K $291K
LUV
Southwest Airlines CO

Industrials
1.18K
+ 15.31%
$28.18 - $34.84 $33.1K - $41K
8.86K $297K
LYV
Live Nation Entertainment, Inc.

Communication Services
284
+ 17.97%
$115.79 - $154.66 $32.9K - $43.9K
1.86K $243K
RPM
Rpm International Inc

Basic Materials
473
+ 21.44%
$114.03 - $128.31 $53.9K - $60.7K
2.68K $309K
THG
Hanover Insurance Group, Inc.

Financial Services
45
+ 3.03%
$147.13 - $174.61 $6.62K - $7.86K
1.53K $266K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
95
+ 0.6%
$30.38 - $34.94 $2.89K - $3.32K
15.8K $541K
XLF
Financial Sector Spdr

ETFs
327
+ 2.41%
$47.32 - $52.19 $15.5K - $17.1K
13.9K $691K
UFPI
Ufp Industries Inc

Basic Materials
522
+ 13.85%
$103.91 - $118.67 $54.2K - $61.9K
4.29K $459K
ADC
Agree Realty Corp

Real Estate
31
+ 0.65%
$68.36 - $77.19 $2.12K - $2.39K
4.84K $373K
MAA
Mid America Apartment Communities Inc.

Real Estate
23
+ 0.96%
$146.9 - $170.92 $3.38K - $3.93K
2.42K $405K
HAL
Halliburton CO

Energy
2.4K
+ 17.0%
$24.15 - $29.9 $57.9K - $71.7K
16.5K $418K
WSO
Watsco Inc

Industrials
5
+ 0.54%
$463.86 - $530.75 $2.32K - $2.65K
937 $476K
PEG
Public Service Enterprise Group Inc

Utilities
708
+ 6.36%
$78.2 - $90.39 $55.4K - $64K
11.8K $975K
DOCS
Doximity, Inc.

Healthcare
230
+ 5.4%
$49.71 - $83.14 $11.4K - $19.1K
4.49K $260K
MIDD
Middleby Corp

Industrials
1
+ 0.05%
$133.93 - $172.89 $134 - $173
1.96K $297K
SU
Suncor Energy Inc

Energy
35
+ 0.36%
$34.27 - $40.63 $1.2K - $1.42K
9.78K $378K
FMX
Mexican Economic Development Inc

Consumer Defensive
16
+ 0.67%
$81.23 - $100.59 $1.3K - $1.61K
2.41K $235K
OXY
Occidental Petroleum Corp

Energy
617
+ 5.62%
$45.45 - $52.7 $28K - $32.5K
11.6K $572K
MPW
Medical Properties Trust Inc

Real Estate
37
+ 0.26%
$3.83 - $6.21 $142 - $230
14.3K $86K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
28
+ 0.34%
$36.05 - $45.61 $1.01K - $1.28K
8.26K $328K
DEO
Diageo PLC

Consumer Defensive
956
+ 29.8%
$104.79 - $126.12 $100K - $121K
4.16K $436K
SSB
South State Corp

Financial Services
1.42K
+ 9.27%
$89.4 - $108.33 $127K - $154K
16.8K $1.56M
TYL
Tyler Technologies Inc

Technology
37
+ 5.01%
$553.41 - $646.74 $20.5K - $23.9K
775 $450K
NEE
Nextera Energy Inc

Utilities
1.82K
+ 1.39%
$66.96 - $76.16 $122K - $138K
133K $9.39M
CHK
Chesapeake Energy Corp

Energy
274
+ 7.78%
N/A
3.8K $325K
CPRT
Copart Inc

Consumer Cyclical
675
+ 3.91%
$52.3 - $59.83 $35.3K - $40.4K
18K $1.02M
MPWR
Monolithic Power Systems Inc

Technology
59
+ 6.12%
$565.7 - $720.25 $33.4K - $42.5K
1.02K $593K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
780
+ 19.5%
$51.45 - $58.51 $40.1K - $45.6K
4.78K $247K
LPLA
Lpl Financial Holdings Inc.

Financial Services
50
+ 0.54%
$308.87 - $383.33 $15.4K - $19.2K
9.4K $3.07M
ABC
Amerisourcebergen Corp

Healthcare
112
+ 2.09%
N/A
5.47K $1.01M
UBS
Ubs Group Ag

Financial Services
168
+ 0.35%
$30.28 - $35.78 $5.09K - $6.01K
48.7K $1.49M
FFIV
F5, Inc.

Technology
7
+ 0.64%
$251.75 - $310.6 $1.76K - $2.17K
1.1K $292K
LECO
Lincoln Electric Holdings Inc

Industrials
74
+ 3.02%
$180.51 - $216.81 $13.4K - $16K
2.52K $476K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
150
+ 1.47%
$54.94 - $69.15 $8.24K - $10.4K
10.3K $594K
AMCR
Amcor PLC

Consumer Cyclical
1.51K
+ 12.55%
$9.33 - $10.39 $14.1K - $15.7K
13.6K $131K
STX
Seagate Technology Holdings PLC

Technology
283
+ 4.57%
$84.92 - $108.42 $24K - $30.7K
6.48K $550K
CPT
Camden Property Trust

Real Estate
21
+ 1.0%
$109.16 - $125.53 $2.29K - $2.64K
2.11K $258K
DGX
Quest Diagnostics Inc

Healthcare
117
+ 3.88%
N/A
3.13K $428K
WF
Woori Financial Group Inc.

Financial Services
41
+ 0.59%
$31.09 - $35.8 $1.27K - $1.47K
7.03K $234K
ESS
Essex Property Trust, Inc.

Real Estate
53
+ 5.59%
N/A
1K $273K
BDX
Becton Dickinson & CO

Healthcare
27
+ 0.7%
$222.79 - $249.08 $6.02K - $6.73K
3.9K $892K
Activity Summary
Buys All Purchases 448 New Holdings 35 Increased Positions 413 Sells All Sells 291 Reductions 291 Sold out 0 Options Calls 0 Puts 0
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