GREENLEAF TRUST
Institutional investor · Portfolio as of Q2 2026
Top Holdings867 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STRYKER CORP | 15.2M | $4.8B | 46.2% | $186.27 | +76.98% | 30 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 1.3M | $1B | 9.7% | $307.49 | +150.30% | 30 qtrssince 2019-Q1 | Decreased 0 |
SPDR PORTFOLIO S&P 500 ETF | 7M | $615.6M | 5.9% | $80.95 | +11.40% | 22 qtrssince 2021-Q1 | Increased 67 |
ISHARES CORE MSCI EAFE ETF | 2.1M | $198.6M | 1.9% | $50.25 | +100.92% | 30 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 625,953 | $181.1M | 1.7% | $113.68 | +175.74% | 30 qtrssince 2019-Q1 | Decreased 0 |
JANUS DETROIT STR TR | 2.5M | $126.3M | 1.2% | $49.39 | +2.60% | 3 qtrssince 2025-Q4 | Increased 53 |
ISHARES CORE S&P MIDCAP ETF | 1.5M | $114.4M | 1.1% | $54.51 | +40.55% | 30 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 564,303 | $112.9M | 1.1% | $112.99 | +85.56% | 30 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 296,267 | $110.5M | 1.1% | $197.78 | +150.97% | 30 qtrssince 2019-Q1 | Increased 48 |
AMAZON.COM INC | 461,920 | $110.1M | 1.1% | $116.35 | +123.71% | 30 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 292,090 | $104.4M | 1.0% | $109.64 | +211.94% | 30 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL C | 292,794 | $103.5M | 1.0% | $96.41 | +251.74% | 30 qtrssince 2019-Q1 | Decreased 0 |
ISHARES 7-10 YEAR TREASURY B | 1.1M | $100.7M | 1.0% | $92.56 | +0.82% | 30 qtrssince 2019-Q1 | Increased 47 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 1.4M | $94.3M | 0.9% | $36.64 | +83.33% | 30 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 239,919 | $82.3M | 0.8% | $277.75 | +38.22% | 30 qtrssince 2019-Q1 | Increased 43 |
SPDR INDEX SHS FDS | 1.6M | $79.6M | 0.8% | $45.32 | +14.91% | 22 qtrssince 2021-Q1 | Increased 47 |
ISHARES CORE MSCI EMERGING | 898,286 | $74.4M | 0.7% | $47.84 | +71.11% | 22 qtrssince 2021-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 491,167 | $72.8M | 0.7% | $72.76 | +101.70% | 30 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 141,687 | $70.9M | 0.7% | $233.97 | +115.80% | 30 qtrssince 2019-Q1 | Increased 42 |
SPDR PORTFOLIO S&P 400 MID C | 984,218 | $66.5M | 0.6% | $59.56 | +12.74% | 4 qtrssince 2025-Q3 | Increased 46 |
GREENLEAF TRUST manages $10.4B across 867 positions as of Q2 2026. Top holdings: SYK (46.2%), IVV (9.7%), SPYM (5.9%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Active quarter - 109 new positions, 46 exits, 332 increased. Top move: SPYM (INCREASED, conviction 67). Portfolio: $10.4B across 867 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR