GREENLEAF TRUST
Institutional investor · Portfolio as of Q2 2024
Top Holdings792 positions
STRYKER CORPORATION | 18.6M | $6.3B | 59.9% | $184.67 | +80.18% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.8M | $985.1M | 9.3% | $267.28 | +99.01% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.8M | $201.3M | 1.9% | $49.81 | +38.39% | 22 qtrssince 2019-Q1 | Increased 49 |
APPLE INC | 693,664 | $146.1M | 1.4% | $71.88 | +190.27% | 22 qtrssince 2019-Q1 | Increased 49 |
MICROSOFT CORP | 324,258 | $144.9M | 1.4% | $188.62 | +132.85% | 22 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 2.4M | $139.2M | 1.3% | $34.75 | +63.43% | 22 qtrssince 2019-Q1 | Increased 48 |
NVIDIA CORPORATION | 850,680 | $105.1M | 1.0% | $13.05 | +844.21% | 22 qtrssince 2019-Q1 | Increased 68 |
ISHARES TR | 2.4M | $101.7M | 1.0% | $36.41 | +11.74% | 22 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 476,111 | $92M | 0.9% | $117.17 | +64.94% | 22 qtrssince 2019-Q1 | Increased 43 |
ISHARES TR | 827,972 | $88.3M | 0.8% | $71.50 | +43.76% | 22 qtrssince 2019-Q1 | Increased 42 |
ALPHABET INC | 427,944 | $78.5M | 0.7% | $66.05 | +175.40% | 22 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 217,184 | $57M | 0.5% | $169.50 | +52.25% | 22 qtrssince 2019-Q1 | Increased 42 |
META PLATFORMS INC | 111,288 | $56.1M | 0.5% | $188.86 | +165.00% | 22 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 137,865 | $56.1M | 0.5% | $214.31 | +89.82% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 1M | $55.6M | 0.5% | $47.10 | +8.03% | 14 qtrssince 2021-Q1 | Increased 45 |
SPDR S&P 500 ETF TR | 99,725 | $54.3M | 0.5% | $345.32 | +53.57% | 22 qtrssince 2019-Q1 | Increased 41 |
ALPHABET INC | 267,936 | $48.8M | 0.5% | $81.27 | +122.26% | 22 qtrssince 2019-Q1 | Increased 36 |
ISHARES TR | 478,429 | $37.5M | 0.4% | $57.73 | +29.23% | 22 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 70,848 | $35.4M | 0.3% | $344.44 | +41.31% | 17 qtrssince 2020-Q2 | Decreased 0 |
ISHARES TR | 376,198 | $34.8M | 0.3% | $43.30 | +111.62% | 22 qtrssince 2019-Q1 | Decreased 0 |
GREENLEAF TRUST manages $10.5B across 792 positions as of Q2 2024. Top holdings: SYK (59.9%), IVV (9.3%), IEFA (1.9%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Active quarter - 57 new positions, 41 exits, 429 increased. Top move: NVDA (INCREASED, conviction 68). Portfolio: $10.5B across 792 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
Verify source filings on SEC EDGAR