Greenleaf Trust Reduced Holdings in Q2 2025

Greenleaf Trust

  • $11.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
INTC
Intel Corp

Technology
-27.3K
- 32.82%
$18.13 - $22.69 $494K - $619K
55.8K $1.25M
SO
Southern CO

Utilities
-6.73K
- 22.54%
$84.91 - $92.56 $571K - $623K
23.1K $2.12M
QCOM
Qualcomm Inc

Technology
-5.16K
- 13.85%
$124.66 - $159.48 $643K - $823K
32.1K $5.11M
MO
Altria Group, Inc.

Consumer Defensive
-9.38K
- 21.94%
$55.56 - $60.91 $521K - $571K
33.4K $1.96M
MUB
Ishares National Muni Bond ETF

ETFs
-5.2K
- 10.68%
$102.31 - $105.8 $532K - $550K
43.5K $4.54M
CMI
Cummins Inc

Industrials
-2.09K
- 26.05%
$267.12 - $336.65 $557K - $702K
5.92K $1.94M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-729
- 12.64%
$421.16 - $509.5 $307K - $371K
5.04K $2.24M
SBUX
Starbucks Corp

Consumer Cyclical
-3.72K
- 11.42%
$79.69 - $99.41 $296K - $369K
28.8K $2.64M
TGT
Target Corp

Consumer Defensive
-4.5K
- 26.16%
$88.76 - $105.77 $400K - $476K
12.7K $1.25M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.21K
- 11.29%
$212.1 - $244.27 $257K - $296K
9.51K $2.08M
PLD
Prologis, Inc.

Real Estate
-3.75K
- 17.71%
$89.76 - $112.34 $336K - $421K
17.4K $1.83M
CMCSA
Comcast Corp

Communication Services
-11.7K
- 13.83%
$32.84 - $36.72 $383K - $428K
72.7K $2.59M
ENB
Enbridge Inc

Energy
-11.8K
- 54.0%
$41.09 - $47.16 $485K - $557K
10.1K $456K
PGR
Progressive Corp

Financial Services
-1.13K
- 9.08%
$255.27 - $288.74 $289K - $327K
11.4K $3.03M
PPG
Ppg Industries Inc

Basic Materials
-4.58K
- 61.48%
$91.66 - $115.04 $420K - $527K
2.87K $326K
DOW
Dow Inc.

Basic Materials
-6.49K
- 17.31%
$25.81 - $34.89 $167K - $226K
31K $820K
MKC
Mccormick & CO Inc

Consumer Defensive
-5.64K
- 62.67%
$71.11 - $82.25 $401K - $464K
3.36K $254K
AMAT
Applied Materials Inc

Technology
-11K
- 27.31%
$126.95 - $183.52 $1.39M - $2.01M
29.2K $5.34M
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
-14.1K
- 40.13%
$35.22 - $43.72 $496K - $615K
21K $918K
ITW
Illinois Tool Works Inc

Industrials
-1.88K
- 13.16%
$218.41 - $252.43 $411K - $475K
12.4K $3.07M
VZ
Verizon Communications Inc

Communication Services
-6.38K
- 7.47%
$41.67 - $45.62 $266K - $291K
79K $3.42M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-464
- 24.27%
$483.07 - $625.6 $224K - $290K
1.45K $760K
OMC
Omnicom Group Inc.

Communication Services
-2.97K
- 13.81%
$69.22 - $79.77 $205K - $237K
18.5K $1.33M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.88K
- 12.23%
$126.84 - $145.22 $238K - $273K
13.5K $1.74M
FISV
Fiserv Inc

Technology
-3.56K
- 24.18%
N/A
11.2K $1.4M
DD
Du Pont De Nemours, Inc.

Basic Materials
-4.78K
- 25.69%
$55.13 - $75.25 $263K - $360K
13.8K $948K
PANW
Palo Alto Networks Inc

Technology
-7.07K
- 23.73%
$152.44 - $204.64 $1.08M - $1.45M
22.7K $4.65M
AXP
American Express CO

Financial Services
-4.71K
- 22.0%
$231.39 - $318.98 $1.09M - $1.5M
16.7K $5.33M
BDX
Becton Dickinson & CO

Healthcare
-1.16K
- 29.64%
$165.15 - $226.42 $191K - $262K
2.74K $472K
K
Kellogg CO

Consumer Defensive
-4.72K
- 38.08%
$77.85 - $82.88 $368K - $392K
7.68K $610K
FTV
Fortive Corp

Technology
-2.51K
- 18.92%
$52.13 - $74.29 $131K - $186K
10.7K $559K
AON
Aon PLC

Financial Services
-526
- 10.47%
$335.85 - $398.81 $177K - $210K
4.5K $1.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
-4.89K
- 47.45%
$79.56 - $82.92 $389K - $405K
5.42K $449K
NVS
Novartis Ag

Healthcare
-4.31K
- 24.46%
$101.96 - $121.01 $439K - $522K
13.3K $1.61M
T
At&T Inc.

Communication Services
-15.8K
- 10.0%
$26.33 - $28.94 $417K - $458K
142K $4.12M
ZTS
Zoetis Inc.

Healthcare
-1.68K
- 17.29%
$144.41 - $170.3 $242K - $285K
8.01K $1.25M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-2.61K
- 53.93%
$90.21 - $112.66 $236K - $294K
2.23K $203K
CHKP
Check Point Software Technologies LTD

Technology
-1.43K
- 39.87%
$204.26 - $233.47 $293K - $335K
2.16K $478K
OTIS
Otis Worldwide Corp

Industrials
-2.9K
- 24.55%
$90.88 - $104.3 $264K - $303K
8.93K $883K
WIT
Wipro LTD

Technology
-106K
- 58.59%
$2.7 - $3.09 $287K - $328K
75.1K $226K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-646
- 14.51%
$419.99 - $501.97 $271K - $324K
3.81K $1.84M
CSCO
Cisco Systems, Inc.

Technology
-22.8K
- 13.92%
$53.19 - $69.38 $1.21M - $1.58M
141K $9.77M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-2.43K
- 19.41%
$149.76 - $186.42 $365K - $454K
10.1K $1.88M
CVS
Cvs Health Corp

Healthcare
-4.95K
- 24.8%
$60.04 - $70.18 $297K - $347K
15K $1.03M
CB
Chubb LTD

Financial Services
-370
- 2.22%
$274.32 - $302.46 $101K - $112K
16.3K $4.71M
NUE
Nucor Corp

Basic Materials
-2.95K
- 36.11%
$103.22 - $131.43 $304K - $388K
5.22K $675K
WM
Waste Management Inc

Industrials
-1.15K
- 7.78%
$216.47 - $242.1 $248K - $277K
13.6K $3.11M
DVN
Devon Energy Corp

Energy
-4.78K
- 18.19%
$26.8 - $37.92 $128K - $181K
21.5K $683K
EXC
Exelon Corp

Utilities
-5.23K
- 21.69%
$42.2 - $47.37 $221K - $248K
18.9K $820K
Activity Summary
Buys All Purchases 229 New Holdings 57 Increased Positions 172 Sells All Sells 533 Reductions 533 Sold out 0 Options Calls 0 Puts 0
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