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GREENLEAF TRUST — 13F Holdings & Portfolio

CIK 1162170 · latest 13F-HR filed 2026-04-27

Backtest portfolio

GREENLEAF TRUST manages $10.18B in 13F-reported U.S. long-equity assets across 1,325 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SYK (50.97%), IVV (8.94%), SPYM (4.81%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 46 new positions, exited 58, added to 316, and trimmed 260.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$10.18B

Long-equity book

Holdings

1,325

Distinct positions

Period

2026-03-31

Filed 2026-04-27

Q/Q Activity

+46 / −58 / ↑316 / ↓260

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • State Street SPDR Portfolio S&$51.2M +11.7%
  • Janus Henderson AAA CLO ETF$19.8M +21.2%
  • iShares 7-10 Year Treasury Bon$17.6M +23.8%
  • State Street SPDR Portfolio De$15.0M +30.2%
  • State Street SPDR S&P 400 Mid$7.0M +15.1%
Show all 316 →

Top Trims

  • Stryker Corporation-$584.7M -10.0%
  • iShares Core S&P 500 Index-$96.0M -9.5%
  • Microsoft Corporation-$33.0M -23.4%
  • Invesco Ultra Short Duration E-$12.7M -59.0%
  • Apple Inc-$12.1M -7.0%
Show all 260 →

New Positions

  • iShares Short Treasury Bond ET$7.5M
  • VERTIV HOLDINGS CO COM CL A$452.3K
  • LyondellBassel Industries- CL$432.8K
  • Vanguard Total International S$409.6K
  • Cenovus Energy Inc$356.9K
Show all 46 →

Exited Positions

  • AstraZeneca PLC ADR$2.4M
  • Alnylam Pharmaceuticals Inc$1.1M
  • HNI Corp$986.3K
  • Thomson Reuters Corp$966.4K
  • AerCap Holdings NV$944.5K
Show all 58 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Stryker Corporation SYK 863667101 $5.19B 50.97% 15,786,875 SH
2 iShares Core S&P 500 Index IVV 464287200 $910.3M 8.94% 1,393,638 SH
3 State Street SPDR Portfolio S& SPYM 78464A854 $489.6M 4.81% 6,396,243 SH
4 iShares Core MSCI EAFE ETF IEFA 46432F842 $193.0M 1.90% 2,131,566 SH
5 Janus Henderson AAA CLO ETF JAAA 47103U845 $113.2M 1.11% 2,247,542 SH
6 iShares Core S&P Midcap 400 In IJH 464287507 $105.6M 1.04% 1,563,402 SH
7 Nvidia Corp NVDA 67066G104 $92.0M 0.90% 527,728 SH
8 iShares 7-10 Year Treasury Bon IEF 464287440 $91.4M 0.90% 957,969 SH
9 Apple Inc AAPL 037833100 $83.5M 0.82% 328,824 SH
10 iShares MSCI Emerging Index Fu EEM 464287234 $81.4M 0.80% 1,433,799 SH
11 Apple Inc AAPL 037833100 $78.5M 0.77% 309,265 SH
12 Alphabet Inc. Cl C GOOG 02079K107 $78.2M 0.77% 272,512 SH
13 iShares Core S&P Smallcap 600 IJR 464287804 $64.9M 0.64% 521,939 SH
14 State Street SPDR Portfolio De SPDW 78463X889 $64.5M 0.63% 1,412,191 SH
15 iShares Core MSCI Emerging Mar IEMG 46434G103 $63.2M 0.62% 905,606 SH
16 Visa Inc - Class A V 92826C839 $59.1M 0.58% 195,625 SH
17 Microsoft Corporation MSFT 594918104 $58.1M 0.57% 157,089 SH
18 Amazon.com Inc AMZN 023135106 $57.9M 0.57% 278,007 SH
19 Alphabet Inc. Cl A GOOGL 02079K305 $57.0M 0.56% 198,175 SH
20 State Street SPDR S&P 400 Mid SPMD 78464A847 $53.4M 0.52% 901,608 SH
21 Berkshire Hathaway Cl B BRK.B 084670702 $50.1M 0.49% 104,518 SH
22 Microsoft Corporation MSFT 594918104 $49.9M 0.49% 134,726 SH
23 Stryker Corporation SYK 863667101 $49.7M 0.49% 151,195 SH
24 Vanguard S&P 500 ETF VOO 922908363 $46.6M 0.46% 78,042 SH
25 iShares Convertible Bond ETF ICVT 46435G102 $45.5M 0.45% 447,472 SH
26 Amazon.com Inc AMZN 023135106 $39.2M 0.38% 188,039 SH
27 iShares MSCI EAFE ETF EFA 464287465 $38.6M 0.38% 397,638 SH
28 iShares Preferred & Income Sec PFF 464288687 $37.8M 0.37% 1,247,484 SH
29 Meta Platforms Inc. Cl A META 30303M102 $35.6M 0.35% 62,197 SH
30 Ishares S&P 500 Growth Index F IVW 464287309 $34.9M 0.34% 308,124 SH
31 Ishares S&P 500 Value ETF IVE 464287408 $32.9M 0.32% 156,003 SH
32 Taiwan Semiconductor Mfg Co AD TSM 874039100 $32.9M 0.32% 97,325 SH
33 Broadcom Inc AVGO 11135F101 $29.8M 0.29% 96,366 SH
34 State Street SPDR S&P 600 Smal SPSM 78468R853 $29.6M 0.29% 613,136 SH
35 S&P Global Inc SPGI 78409V104 $27.8M 0.27% 65,426 SH
36 State Street SPDR S&P 500 Trus SPY 78462F103 $27.3M 0.27% 41,945 SH
37 Canadian Pacific Kansas City L CP 13646K108 $26.3M 0.26% 334,853 SH
38 Alphabet Inc. Cl A GOOGL 02079K305 $26.2M 0.26% 91,192 SH
39 Meta Platforms Inc. Cl A META 30303M102 $25.8M 0.25% 45,016 SH
40 Honeywell International Inc HON 438516106 $20.6M 0.20% 91,142 SH
41 Tesla Mtrs Inc TSLA 88160R101 $18.6M 0.18% 50,163 SH
42 American Tower Corporation AMT 03027X100 $17.8M 0.18% 103,337 SH
43 Berkshire Hathaway Cl B BRK.B 084670702 $17.2M 0.17% 35,913 SH
44 J P Morgan Chase & Co JPM 46625H100 $17.1M 0.17% 58,042 SH
45 Lilly Eli & Co LLY 532457108 $16.8M 0.17% 18,302 SH
46 Ishares MSCI EAFE Value ETF EFV 464288877 $16.2M 0.16% 218,244 SH
47 Mondelez International Inc Cl MDLZ 609207105 $15.5M 0.15% 269,668 SH
48 Ishares Core S&P Total US ITOT 464287150 $15.4M 0.15% 107,910 SH
49 Salesforce, Inc. CRM 79466L302 $15.1M 0.15% 81,127 SH
50 Johnson & Johnson JNJ 478160104 $13.5M 0.13% 55,403 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-27 $10.18B 1,325 0001162170-26-000005
2025-12-31 2026-01-21 $10.91B 1,365 0001162170-26-000002