GREENLEAF TRUST
Institutional investor · Portfolio as of Q1 2026
Top Holdings804 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STRYKER CORP | 15.9M | $5.2B | 51.5% | $186.27 | +82.11% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 1.4M | $912.8M | 9.0% | $307.49 | +153.68% | 29 qtrssince 2019-Q1 | Decreased 0 |
SPDR PORTFOLIO S&P 500 ETF | 6.4M | $489.6M | 4.8% | $80.29 | +13.83% | 21 qtrssince 2021-Q1 | Increased 67 |
ISHARES CORE MSCI EAFE ETF | 2.1M | $193.5M | 1.9% | $50.25 | +101.37% | 29 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 638,089 | $161.9M | 1.6% | $113.68 | +169.13% | 29 qtrssince 2019-Q1 | Decreased 0 |
JANUS DETROIT STR TR | 2.2M | $113.3M | 1.1% | $49.29 | +2.66% | 2 qtrssince 2025-Q4 | Increased 57 |
MICROSOFT CORP | 291,815 | $108M | 1.1% | $196.95 | +151.54% | 29 qtrssince 2019-Q1 | Increased 47 |
ISHARES CORE S&P MIDCAP ETF | 1.6M | $105.7M | 1.0% | $54.51 | +44.31% | 29 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 565,981 | $98.7M | 1.0% | $112.99 | +99.28% | 29 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 466,046 | $97.1M | 1.0% | $116.35 | +125.75% | 29 qtrssince 2019-Q1 | Increased 42 |
ISHARES 7-10 YEAR TREASURY B | 959,941 | $91.6M | 0.9% | $92.41 | +0.68% | 29 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC-CL C | 310,756 | $89.1M | 0.9% | $96.41 | +256.34% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 1.5M | $83.4M | 0.8% | $36.64 | +81.80% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 289,367 | $83.2M | 0.8% | $107.31 | +222.35% | 29 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 234,965 | $71M | 0.7% | $276.39 | +31.75% | 29 qtrssince 2019-Q1 | Increased 42 |
BERKSHIRE HATHAWAY INC-CL B | 140,431 | $67.3M | 0.7% | $231.59 | +117.64% | 29 qtrssince 2019-Q1 | Increased 42 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 522,704 | $65M | 0.6% | $72.76 | +106.75% | 29 qtrssince 2019-Q1 | Decreased 0 |
SPDR INDEX SHS FDS | 1.4M | $64.6M | 0.6% | $44.73 | +16.58% | 21 qtrssince 2021-Q1 | Increased 52 |
ISHARES CORE MSCI EMERGING | 907,404 | $63.3M | 0.6% | $47.84 | +69.73% | 21 qtrssince 2021-Q1 | Increased 42 |
META PLATFORMS INC-CLASS A | 107,213 | $61.3M | 0.6% | $196.20 | +200.63% | 29 qtrssince 2019-Q1 | Decreased 0 |
GREENLEAF TRUST manages $10.2B across 804 positions as of Q1 2026. Top holdings: SYK (51.5%), IVV (9.0%), SPYM (4.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4/5.0.
Active quarter - 46 new positions, 58 exits, 425 increased. Top move: SPYM (INCREASED, conviction 67). Portfolio: $10.2B across 804 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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