Greenleaf Trust Reduced Holdings in Q2 2025

Greenleaf Trust

  • $11.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OKTA
Okta, Inc.

Technology
-73
- 3.26%
$91.24 - $127.3 $6.66K - $9.29K
2.16K $216K
CFG
Citizens Financial Group Inc

Financial Services
-1.75K
- 10.99%
$34.27 - $44.75 $60.1K - $78.5K
14.2K $635K
THG
Hanover Insurance Group, Inc.

Financial Services
-67
- 4.37%
$150.66 - $178.04 $10.1K - $11.9K
1.47K $248K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-19
- 2.14%
$430.72 - $497.52 $8.18K - $9.45K
868 $391K
GGG
Graco Inc

Industrials
-283
- 8.11%
$74.02 - $87.26 $20.9K - $24.7K
3.21K $275K
KMI
Kinder Morgan, Inc.

Energy
-2.37K
- 3.76%
$25.21 - $29.4 $59.7K - $69.7K
60.6K $1.78M
CHK
Chesapeake Energy Corp

Energy
-159
- 4.19%
N/A
3.64K $311K
NFG
National Fuel Gas CO

Energy
-382
- 11.7%
$73.0 - $86.01 $27.9K - $32.9K
2.88K $244K
MASI
Masimo Corp

Healthcare
-97
- 7.38%
$144.4 - $171.97 $14K - $16.7K
1.22K $204K
UHS
Universal Health Services Inc

Healthcare
-23
- 1.61%
$157.05 - $197.94 $3.61K - $4.55K
1.41K $255K
AOS
Smith A O Corp

Industrials
-203
- 3.43%
$59.63 - $70.52 $12.1K - $14.3K
5.72K $375K
GHC
Graham Holdings CO

Consumer Defensive
-3
- 0.45%
$876.56 - $1003.53 $2.63K - $3.01K
666 $630K
CBOE
Cboe Global Markets, Inc.

Financial Services
-80
- 8.32%
$205.81 - $234.23 $16.5K - $18.7K
882 $205K
RE
Everest Re Group LTD

Financial Services
-32
- 2.27%
N/A
1.38K $511K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-106
- 5.08%
$99.97 - $129.69 $10.6K - $13.7K
1.98K $206K
MFG
Mizuho Financial Group Inc

Financial Services
-2.59K
- 4.25%
$4.25 - $5.66 $11K - $14.7K
58.4K $324K
FTNT
Fortinet, Inc.

Technology
-1.06K
- 10.0%
$84.71 - $108.69 $89.8K - $115K
9.54K $1.01M
FCNCA
First Citizens Bancshares Inc

Financial Services
-28
- 6.42%
$1561.69 - $1966.55 $43.7K - $55.1K
408 $798K
PVH
Pvh Corp.

Consumer Cyclical
-467
- 8.07%
$60.5 - $87.28 $28.3K - $40.8K
5.32K $364K
UMBF
Umb Financial Corp

Financial Services
-196
- 7.76%
$86.4 - $107.99 $16.9K - $21.2K
2.33K $245K
VALE
Vale S.A.

Basic Materials
-11
- 0.04%
$8.26 - $10.1 $90.9 - $111
28.2K $273K
VIG
Vanguard Dividend Appreciation

ETFs
-45
- 1.16%
N/A
3.82K $696K
LECO
Lincoln Electric Holdings Inc

Industrials
-258
- 10.23%
$167.18 - $211.38 $43.1K - $54.5K
2.26K $469K
XLB
Select Sector Spdr Fd Material

ETFs
-125
- 4.42%
$74.27 - $88.92 $9.28K - $11.1K
2.7K $237K
WBS
Webster Financial Corp

Financial Services
-377
- 6.7%
$41.76 - $54.91 $15.7K - $20.7K
5.25K $286K
VICI
Vici Properties Inc.

Real Estate
-101
- 0.77%
$29.41 - $32.97 $2.97K - $3.33K
13.1K $425K
LYG
Lloyds Banking Group PLC

Financial Services
-2.47K
- 18.6%
$3.32 - $4.29 $8.21K - $10.6K
10.8K $46K
HL
Hecla Mining CO

Basic Materials
-1.47K
- 12.26%
$4.54 - $6.45 $6.66K - $9.46K
10.5K $62K
LYV
Live Nation Entertainment, Inc.

Communication Services
-276
- 14.81%
$118.81 - $151.28 $32.8K - $41.8K
1.59K $240K
A
Agilent Technologies, Inc.

Healthcare
-94
- 1.17%
$99.29 - $120.52 $9.33K - $11.3K
7.97K $940K
MKL
Markel Corp

Financial Services
-14
- 6.73%
$1678.5 - $1997.36 $23.5K - $28K
194 $387K
CRH.L
Crh PLC

Basic Materials
-2.3K
- 29.05%
N/A
5.62K $0
Jacobs Solutions Inc
-161
- 6.04%
N/A
2.5K $0
Ge Health Care Technologies Inc
-2.07K
- 24.75%
N/A
6.29K $0
Ge Vernova Inc
-1K
- 15.81%
N/A
5.35K $0
Linde PLC
-1.02K
- 9.48%
N/A
9.71K $0
Aegon LTD Adr
-1.39K
- 0.9%
N/A
153K $0
Te Connectivity LTD
-156
- 1.55%
N/A
9.92K $0
Healthcare Realty Trust Inc Cl
-762
- 3.8%
N/A
19.3K $0
UHALB
Amerco Com Ser N
-2.19K
- 14.71%
N/A
12.7K $0
Kenvue Inc
-3.6K
- 24.07%
N/A
11.4K $0
Veralto Corp
-2.1K
- 17.62%
N/A
9.82K $0
Lam Research Corp
-4.58K
- 8.32%
N/A
50.5K $0
Crane Company
-668
- 20.75%
N/A
2.55K $0
Labcorp Holdings Inc
-677
- 13.2%
N/A
4.45K $0
NMR
Nomura Holdings Inc

Financial Services
-1.37K
- 6.69%
$4.95 - $6.6 $6.78K - $9.04K
19.1K $125K
Blackrock Inc
-1.71K
- 22.37%
N/A
5.93K $0
Tko Group Holdings Inc
-102
- 6.73%
N/A
1.41K $0
NLOK
Norton Life Lock Inc.

Technology
-8
- 0.04%
N/A
18K $386K
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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