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Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed Apr 30, 2021. Long positions only.

Institution overview
Positions
708
No 13F data for Q4 2020
Portfolio value
$7.57B
No 13F data for Q4 2020
Filed
Apr 30, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Greenleaf Trust in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
SYKStryker CorpStock20,341,628$4.95B65.5%––History
iShares Core S&P 500 ETF464287200ETF1,674,568$666.2M8.8%–––
iShares Core MSCI Eafe ETF46432F842ETF2,230,376$160.7M2.1%–––
iShares Core S&P Mid-Cap ETF464287507ETF434,121$113.0M1.5%–––
iShares Core S&P Small Cap ETF464287804ETF725,421$78.7M1.0%–––
AAPLApple Inc.Stock620,726$75.8M1.0%––History
MSFTMicrosoft CorpStock232,659$54.9M0.7%––History
New York Life Investments Et45409B800MERGE ARBIT ETF1,534,452$50.6M0.7%–––
AMZNAmazon Com IncStock16,009$49.5M0.7%––History
VVisa Inc.Stock206,186$43.7M0.6%––History
GOOGAlphabet Inc.Stock20,331$42.1M0.6%––History
BRK.BBerkshire Hathaway IncStock137,453$35.1M0.5%––History
PYPLPayPal Holdings, Inc.Stock135,040$32.8M0.4%––History
AMTAmerican Tower CorpREIT129,737$31.0M0.4%––History
METAMeta Platforms, Inc.Stock102,873$30.3M0.4%––History
iShares Tr464287234MSCI EMG MKT ETF554,482$29.6M0.4%–––
iShares S&P 500 Growth ETF464287309ETF441,207$28.7M0.4%–––
iShares S&P 500 Value ETF464287408ETF179,048$25.3M0.3%–––
HONHoneywell International IncCOM105,770$23.0M0.3%––History
GOOGLAlphabet Inc.Stock10,680$22.0M0.3%––History
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF225,556$21.0M0.3%–––
SBUXStarbucks CorpStock189,189$20.7M0.3%––History
DHRDanaher CorpStock86,847$19.5M0.3%––History
iShares MSCI Eafe ETF464287465ETF257,292$19.5M0.3%–––
CPCanadian Pacific Kansas City LtdCOM49,980$19.0M0.3%––History
PEPPepsiCo IncStock129,274$18.3M0.2%––History
TJXTJX Companies IncStock266,880$17.7M0.2%––History
MDLZMondelez International, Inc.Stock294,001$17.2M0.2%––History
CRMSalesforce, Inc.Stock79,136$16.8M0.2%––History
EWEdwards Lifesciences CorpStock193,290$16.2M0.2%––History
DGDollar General CorpCOM79,540$16.1M0.2%––History
ROPRoper Technologies IncStock39,841$16.1M0.2%––History
SPGIS&P Global Inc.Stock43,150$15.2M0.2%––History
NKENIKE, Inc.Stock114,446$15.2M0.2%––History
BKNGBooking Holdings Inc.Stock6,384$14.9M0.2%––History
iShares Tr464288166AGENCY BOND ETF115,630$13.6M0.2%–––
Invesco Actively Managed Exc46090A887ULTRA SHRT DUR252,411$12.7M0.2%–––
ADBEAdobe Inc.Stock26,417$12.6M0.2%––History
NFLXNetflix IncStock20,239$10.6M0.1%––History
CLColgate Palmolive CoStock133,429$10.5M0.1%––History
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT72,522$10.3M0.1%–––
JNJJohnson & JohnsonStock60,277$9.91M0.1%––History
USBUS Bancorp DECOM NEW176,692$9.77M0.1%––History
iShares Tr464287150CORE S&P TTL STK102,173$9.36M0.1%–––
PFEPfizer IncStock255,909$9.27M0.1%––History
MAMastercard IncStock25,788$9.18M0.1%––History
PGProcter & Gamble CoStock64,531$8.74M0.1%––History
JPMJPMorgan Chase & CoStock56,601$8.62M0.1%––History
TCF Finl Corp872307103COM182,797$8.49M0.1%–––
TSLATesla, Inc.Stock12,682$8.47M0.1%––History
HDHome Depot, Inc.Stock22,412$6.84M0.1%––History
INTCIntel CorpStock105,126$6.73M0.1%––History
UNHUnitedHealth Group IncStock18,055$6.72M0.1%––History
NEENextera Energy IncStock87,858$6.64M0.1%––History
DISWalt Disney CoStock35,463$6.54M0.1%––History
iShares S&P Mid-Cap 400 Growth ETF464287606ETF80,190$6.28M0.1%–––
SPYSPDR S&P 500 ETF TrustETF15,385$6.10M0.1%––History
NVDANVIDIA CorpStock11,243$6.00M0.1%––History
SHWSherwin Williams CoCOM7,994$5.90M0.1%––History
iShares S&P Mid-Cap 400 Value ETF464287705ETF57,335$5.84M0.1%–––
CMCSAComcast CorpStock105,674$5.72M0.1%––History
ABTAbbott LaboratoriesStock47,458$5.69M0.1%––History
VZVerizon Communications IncStock94,480$5.49M0.1%––History
WMTWalmart Inc.Stock38,886$5.28M0.1%––History
BACBank of America CorpStock136,458$5.28M0.1%––History
ACNAccenture plcStock18,992$5.25M0.1%––History
ABBVAbbVie Inc.Stock47,394$5.13M0.1%––History
BRBroadridge Financial Solutions, Inc.Stock33,492$5.13M0.1%––History
TSMTaiwan Semiconductor Manufacturing Co LtdADR41,257$4.88M0.1%––History
TMOThermo Fisher Scientific Inc.Stock10,629$4.85M0.1%––History
iShares S&P Small-Cap 600 Growth ETF464287887ETF35,333$4.53M0.1%–––
MRKMerck & Co., Inc.Stock58,266$4.49M0.1%––History
iShares S&P Small-Cap 600 Value ETF464287879ETF44,575$4.49M0.1%–––
CSCOCisco Systems, Inc.Stock81,875$4.23M0.1%––History
QCOMQualcomm IncStock31,754$4.21M0.1%––History
SPDR Series Trust78464A763ST STR SP DIV35,390$4.18M0.1%–––
SCSSteelcase IncCL A285,790$4.11M0.1%––History
iShares Tr464288612INTRM GOV CR ETF34,288$3.94M0.1%–––
AMGNAmgen IncStock15,171$3.77M<0.1%––History
AVGOBroadcom Inc.Stock7,638$3.54M<0.1%––History
LLYEli Lilly & CoStock18,770$3.51M<0.1%––History
TXNTexas Instruments IncStock18,414$3.48M<0.1%––History
Vanguard Ftse Emerging Markets ETF922042858ETF65,292$3.40M<0.1%–––
ORCLOracle CorpStock47,877$3.36M<0.1%––History
KOCoca Cola CoStock63,555$3.35M<0.1%––History
iShares Tr464288877EAFE VALUE ETF65,328$3.33M<0.1%–––
INTUIntuit Inc.Stock8,551$3.28M<0.1%––History
COSTCostco Wholesale CorpStock9,005$3.17M<0.1%––History
CBChubb LtdStock19,826$3.13M<0.1%––History
MCDMcDonalds CorpStock13,485$3.02M<0.1%––History
TGTTarget CorpStock15,136$3.00M<0.1%––History
LMTLockheed Martin CorpStock8,025$2.96M<0.1%––History
AMATApplied Materials IncStock21,963$2.93M<0.1%––History
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR389,790$2.83M<0.1%––History
CATCaterpillar IncStock11,147$2.58M<0.1%––History
BLKBlackRock, Inc.COM3,399$2.56M<0.1%––History
LOWLowes Companies IncStock13,460$2.56M<0.1%––History
TAT&T Inc.Stock82,124$2.49M<0.1%––History
iShares Tr464287291GLOBAL TECH ETF8,044$2.48M<0.1%–––
NVONovo Nordisk A SADR36,605$2.47M<0.1%––History