Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
GREENLEAF TRUST manages $10.9B across 816 positions as of Q4 2025. Top holdings: SYK (53.4%), IVV (9.2%), SPYM (4.0%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 5/5.0.
Active quarter - 55 new positions, 43 exits, 382 increased. Top move: SPYM (INCREASED, conviction 92). Portfolio: $10.9B across 816 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile