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Glenview Trust Co.
The Glenview Trust Company is an independent, locally owned trust and wealth management firm based in Louisville, Kentucky, USA. Founded in 2001, Glenview Trust specializes in estate planning, fiduciary services, trust administration, and highly customized investment management for individuals and families, including high net worth clients. It is employee-owned and operates with a focus on personalized wealth preservation and intergenerational financial planning. The firm employs approximately 80 professionals and serves clients primarily in Kentucky and surrounding regions.
Investment Strategy
Glenview Trust provides highly individualized investment management services, emphasizing diversified portfolios tailored to each client's unique objectives and risk tolerance. The strategy focuses on long-term wealth preservation and growth, utilizing a highly customized approach rather than proprietary products. Their investment philosophy is rooted in fiduciary principles, ensuring strategies align with the client's best interests, and includes active portfolio management across equities, fixed income, funds, and alternative assets, reflecting the dynamic needs of each family and individual served.
Latest 13F Filing Activity
Glenview Trust Co. filed their most recent 13F report on Jun 30, 2025 disclosing 503 equity positions with a total 13F market value of $6B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. Glenview Trust Co. reduced exposure to Unitedhealth Group Inc., Apple Inc., Mcdonalds Corp. among others.
Top Holdings
Equity Positions (503)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.92% | $515.7M | 3,264,370 | $4.00 | $157.99 | +$153.2M |
M MSFT | MICROSOFT CORP | 4.04% | $233.4M | 469,213 | $149.33 | $497.41 | +$59.8M |
A AAPL | APPLE INC | 3.82% | $220.5M | 1,074,902 | $87.96 | $205.17 | -$14.4M |
I IVV | ISHARES TR | 3.29% | $190.4M | 306,654 | $310.59 | $620.90 | +$19.5M |
L LLY | ELI LILLY & CO | 2.57% | $148.3M | 190,276 | $233.10 | $779.53 | -$7.9M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
D Debbi Jenkins | Associate | Louisville, KY , United States | |
K Kyle Judd | Investment Professional | Louisville, KY , United States | |
 | Principal | Louisville, KY , United States | |
 | Chief Investment Officer and Managing Principal | Louisville, KY , United States |
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