Greenleaf Trust Sells in Q3 2025

Greenleaf Trust

  • $10.9 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DY
Dycom Industries Inc

Industrials
-15
- 1.49%
$244.32 - $294.01 $3.66K - $4.41K
991 $289K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-4
- 0.22%
$113.78 - $148.0 $455 - $592
1.85K $255K
DOCS
Doximity, Inc.

Healthcare
-121
- 2.7%
$57.33 - $75.12 $6.94K - $9.09K
4.36K $319K
RJF
Raymond James Financial Inc

Financial Services
-77
- 2.52%
$154.64 - $176.43 $11.9K - $13.6K
2.98K $513K
MKSI
Mks Instruments Inc

Technology
-27
- 1.32%
$89.62 - $129.92 $2.42K - $3.51K
2.02K $249K
ECL
Ecolab Inc.

Basic Materials
-47
- 0.36%
$259.39 - $285.47 $12.2K - $13.4K
13.2K $3.61M
CNP
Centerpoint Energy Inc

Utilities
-87
- 0.36%
$35.77 - $39.16 $3.11K - $3.41K
23.9K $928K
ACM
Aecom

Industrials
-55
- 1.81%
$111.08 - $132.99 $6.11K - $7.31K
2.99K $389K
ENB
Enbridge Inc

Energy
-83
- 0.82%
$43.79 - $50.46 $3.63K - $4.19K
9.98K $503K
KRC
Kilroy Realty Corp

Real Estate
-20
- 0.33%
$34.55 - $44.44 $691 - $889
6K $253K
JCI
Johnson Controls International PLC

Industrials
-404
- 1.76%
$103.24 - $111.73 $41.7K - $45.1K
22.6K $2.48M
PHM
Pultegroup Inc

Consumer Cyclical
-116
- 4.35%
$108.0 - $141.42 $12.5K - $16.4K
2.55K $337K
LNC
Lincoln National Corp

Financial Services
-32
- 0.31%
$33.37 - $43.29 $1.07K - $1.39K
10.3K $416K
BP
Bp PLC

Energy
-122
- 0.88%
$30.25 - $35.69 $3.69K - $4.35K
13.8K $473K
NTAP
Net App, Inc.

Technology
-85
- 1.44%
$101.1 - $126.36 $8.59K - $10.7K
5.81K $688K
SCHW
Schwab Charles Corp

Financial Services
-1.7K
- 3.19%
$91.03 - $98.69 $154K - $167K
51.5K $4.92M
AXP
American Express CO

Financial Services
-471
- 2.82%
$294.27 - $342.31 $139K - $161K
16.2K $5.39M
PSX
Phillips 66

Energy
-740
- 7.45%
$118.37 - $139.46 $87.6K - $103K
9.2K $1.25M
F
Ford Motor CO

Consumer Cyclical
-974
- 1.39%
$10.82 - $12.09 $10.5K - $11.8K
69.1K $825K
DVN
Devon Energy Corp

Energy
-79
- 0.37%
$31.75 - $36.99 $2.51K - $2.92K
21.4K $751K
ALV
Autoliv Inc

Consumer Cyclical
-5
- 0.08%
$110.31 - $127.65 $552 - $638
5.89K $727K
VV
Vanguard Large Cap ETF

ETFs
-117
- 2.51%
$285.05 - $309.14 $33.4K - $36.2K
4.54K $1.4M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-311
- 2.78%
$100.63 - $112.27 $31.3K - $34.9K
10.9K $1.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-228
- 0.56%
$23.82 - $25.84 $5.43K - $5.89K
40.4K $1.04M
FNV
Franco Nevada Corp

Basic Materials
-5
- 0.4%
$154.4 - $222.91 $772 - $1.11K
1.25K $279K
AMG
Affiliated Managers Group, Inc.

Financial Services
-1
- 0.06%
$198.72 - $244.34 $199 - $244
1.78K $423K
PVH
Pvh Corp.

Consumer Cyclical
-70
- 1.32%
$70.6 - $89.52 $4.94K - $6.27K
5.25K $439K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-2
- 0.07%
$339.37 - $366.46 $679 - $733
2.97K $1.08M
IAU
Ishares Gold Trust

ETFs
-240
- 2.62%
$61.62 - $72.77 $14.8K - $17.5K
8.91K $648K
ADI
Analog Devices Inc

Technology
-53
- 0.45%
$220.68 - $255.63 $11.7K - $13.5K
11.8K $2.89M
NVT
N Vent Electric PLC

Industrials
-180
- 4.75%
$72.16 - $100.25 $13K - $18K
3.61K $355K
PWR
Quanta Services, Inc.

Industrials
-75
- 2.42%
$372.29 - $421.68 $27.9K - $31.6K
3.03K $1.25M
ETR
Entergy Corp

Utilities
-122
- 1.33%
$80.93 - $93.55 $9.87K - $11.4K
9.04K $842K
DAL
Delta Air Lines, Inc.

Industrials
-43
- 0.39%
$49.0 - $61.97 $2.11K - $2.66K
10.9K $621K
SRE
Sempra Energy

Utilities
-829
- 7.44%
$74.14 - $89.98 $61.5K - $74.6K
10.3K $927K
VB
Vanguard Small Cap ETF

ETFs
-59
- 1.01%
$237.58 - $259.17 $14K - $15.3K
5.76K $1.46M
FLEX
Flex Ltd.

Technology
-43
- 0.39%
$48.49 - $59.33 $2.09K - $2.55K
11K $637K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-21
- 0.94%
$171.01 - $228.24 $3.59K - $4.79K
2.22K $473K
QCOM
Qualcomm Inc

Technology
-779
- 2.43%
$145.84 - $173.55 $114K - $135K
31.3K $5.21M
UBER
Uber Technologies, Inc

Technology
-140
- 0.57%
$86.91 - $99.57 $12.2K - $13.9K
24.5K $2.4M
RIO
Rio Tinto PLC

Basic Materials
-417
- 2.43%
$57.66 - $66.01 $24K - $27.5K
16.7K $1.11M
EVR
Evercore Inc.

Financial Services
-30
- 1.74%
$276.5 - $362.79 $8.3K - $10.9K
1.7K $572K
TPR
Tapestry, Inc.

Consumer Cyclical
-497
- 7.74%
$86.48 - $116.14 $43K - $57.7K
5.92K $670K
TM
Toyota Motor Corp

Consumer Cyclical
-134
- 1.85%
$167.86 - $202.79 $22.5K - $27.2K
7.13K $1.36M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.04K
- 3.41%
$131.47 - $143.64 $137K - $150K
29.6K $4.19M
UTHR
United Therapeutics Corp

Healthcare
-72
- 6.42%
$274.7 - $438.75 $19.8K - $31.6K
1.05K $439K
CFG
Citizens Financial Group Inc

Financial Services
-27
- 0.19%
$46.1 - $53.65 $1.24K - $1.45K
14.2K $753K
VEA
Vanguard Ftse Developed Market

ETFs
-209
- 0.46%
$56.02 - $60.3 $11.7K - $12.6K
44.7K $2.68M
BKR
Baker Hughes CO

Energy
-60
- 0.49%
$38.68 - $50.55 $2.32K - $3.03K
12.1K $588K
Activity Summary
Buys All Purchases 336 New Holdings 49 Increased Positions 287 Sells All Sells 420 Reductions 420 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Greenleaf Trust Portfolio

Follow Greenleaf Trust and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Greenleaf Trust, based on Form 13F filings with the SEC.

News

Stay updated on Greenleaf Trust with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email