Greenleaf Trust Portfolio Holdings
Greenleaf Trust
- $11.2 Billion
- Q2 2025
Greenleaf Trust has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $11.2 Billion distributed in 1297 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Stryker Corp with a value of $6.6B, Ishares Core S&P 500 ETF with a value of $1.27B, Ishares Tr with a value of $230M, Microsoft Corp with a value of $157M, and Ishares Core S&P Mid Cap ETF with a value of $141M.
Examining the 13F form we can see an increase of $334M in the current position value, from $10.9B to 11.2B.
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
$11.2 Billion
Healthcare: $6.77 Billion
ETFs: $2.45 Billion
Technology: $676 Million
Financial Services: $413 Million
Communication Services: $238 Million
Consumer Cyclical: $233 Million
Industrials: $179 Million
Consumer Defensive: $127 Million
Other: $150 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,297
- Current Value $11.2 Billion
- Prior Value $10.9 Billion
- Filing
- Period Q2 2025
- Filing Date July 17, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 57 stocks
- Additional Purchases 172 stocks
- Sold out of 0 stocks
- Reduced holdings in 533 stocks