How many stocks does GREENLEAF TRUST own?

As of Q4 2022, GREENLEAF TRUST holds 744 positions in their 13F portfolio.

What is GREENLEAF TRUST's largest holding?

SYK at 60.8% of portfolio, worth $4.8B.

What is GREENLEAF TRUST's total portfolio value?

$7.9B as of Q4 2022, tracked across 744 holdings.

Is GREENLEAF TRUST a hedge fund?

GREENLEAF TRUST is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does GREENLEAF TRUST report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has GREENLEAF TRUST's portfolio changed in Q4 2022?

View GREENLEAF TRUST's latest portfolio changes, new positions, and exits for Q4 2022 on HoldingsIntel.

What is GREENLEAF TRUST's investment strategy?

GREENLEAF TRUST is classified as a Concentrated Value fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

GREENLEAF TRUST

Institutional investor · Portfolio as of Q4 2022

Top Holdings744 positions

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Activity:

				Price Trend
SYK Stryker Corp	19.6M	$4.8B	60.8%	—	$182.92	+28.73%	16 qtrssince 2019-Q1	Decreased 0
IVV ETF iShares Core S&P 500 ETF	1.7M	$667.7M	8.5%	—	$260.88	+40.03%	16 qtrssince 2019-Q1	Increased 62
IEFA ETF ISHARES CORE MSCI EAFE ETF	2.5M	$151.8M	1.9%	—	$47.97	+15.92%	16 qtrssince 2019-Q1	Decreased 0
EEM ETF iShares MSCI Emerging Markets ETF	2.9M	$109.1M	1.4%	—	$36.10	-3.02%	16 qtrssince 2019-Q1	Increased 76
IJH ETF ISHARES CORE S&P MID-CAP ETF	444,787	$107.6M	1.4%	—	$33.59	+36.84%	16 qtrssince 2019-Q1	Increased 48
AAPL Apple Inc	714,315	$92.8M	1.2%	—	$67.71	+88.52%	16 qtrssince 2019-Q1	Increased 48
MNA ETF INDEXIQ ETF TR	2.6M	$83.2M	1.1%	—	$31.34	+0.05%	16 qtrssince 2019-Q1	Increased 47
MSFT Microsoft Corp	307,281	$73.7M	0.9%	—	$170.27	+36.69%	16 qtrssince 2019-Q1	Decreased 0
IJR ETF ISHARES CORE S&P SMALL-CAP ETF	745,071	$70.5M	0.9%	—	$68.71	+29.94%	16 qtrssince 2019-Q1	Increased 42
V Visa Inc	231,022	$48M	0.6%	—	$168.08	+20.12%	16 qtrssince 2019-Q1	Decreased 0
BRK/B Berkshire Hathaway Inc	143,216	$44.2M	0.6%	—	$211.50	+46.05%	16 qtrssince 2019-Q1	Increased 41
AMZN Amazon.com Inc	457,665	$38.4M	0.5%	—	$116.37	-27.82%	16 qtrssince 2019-Q1	Decreased 0
GOOG Alphabet Inc	417,381	$37M	0.5%	—	$63.96	+37.42%	16 qtrssince 2019-Q1	Increased 35
SPY Unit SPDR S&P 500 ETF Trust	94,840	$36.3M	0.5%	—	$331.68	+9.97%	16 qtrssince 2019-Q1	Increased 40
EFA ETF iShares MSCI EAFE ETF	544,910	$35.8M	0.5%	—	$56.40	+5.67%	16 qtrssince 2019-Q1	Increased 50
AMT REIT American Tower Corp	148,317	$31.4M	0.4%	—	$184.05	+2.01%	16 qtrssince 2019-Q1	Decreased 0
IVW ETF ISHARES TR	485,067	$28.4M	0.4%	—	$43.30	+32.03%	16 qtrssince 2019-Q1	Increased 40
PEP PepsiCo Inc	155,659	$28.1M	0.4%	—	$106.76	+48.74%	16 qtrssince 2019-Q1	Increased 35
IVE ETF ISHARES TR	180,275	$26.2M	0.3%	—	$99.05	+36.93%	16 qtrssince 2019-Q1	Increased 36
SHV ETF iShares Short Treasury Bond ETF	234,428	$25.8M	0.3%	—	$93.75	0.00%	1 qtr	New 47