GREENLEAF TRUST
Institutional investor · Portfolio as of Q4 2025
Top Holdings816 positions
Stryker Corporation | 16.6M | $5.8B | 53.4% | $184.67 | +88.70% | 28 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust CORE S&P500 ETF | 1.5M | $1B | 9.2% | $305.04 | +122.70% | 28 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR PORTFOLIO S&P 500 ETF | 5.5M | $438.3M | 4.0% | $79.16 | +0.53% | 20 qtrssince 2021-Q1 | Increased 92 |
ISHARES CORE MSCI EAFE ETF | 2.3M | $202M | 1.9% | $50.25 | +78.85% | 28 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 640,284 | $174.1M | 1.6% | $79.22 | +242.23% | 28 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 291,611 | $141M | 1.3% | $195.00 | +146.45% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MID-CAP ETF | 1.6M | $108.5M | 1.0% | $35.15 | +86.29% | 28 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 573,769 | $107M | 1.0% | $13.77 | +1251.28% | 28 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 463,473 | $107M | 1.0% | $121.76 | +89.58% | 28 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 320,997 | $100.7M | 0.9% | $66.05 | +374.16% | 28 qtrssince 2019-Q1 | Decreased 0 |
JANUS HENDERSON AAA CLO ETF | 1.8M | $93.5M | 0.9% | $49.22 | 0.00% | 1 qtr | New 58 |
Alphabet Inc. | 291,300 | $91.2M | 0.8% | $92.58 | +237.44% | 28 qtrssince 2019-Q1 | Increased 42 |
ISHARES TR | 1.5M | $83.4M | 0.8% | $36.41 | +49.49% | 28 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 233,195 | $81.8M | 0.7% | $276.20 | +26.22% | 28 qtrssince 2019-Q1 | Increased 42 |
ISHARES TR | 769,541 | $74M | 0.7% | $92.05 | +2.10% | 28 qtrssince 2019-Q1 | Increased 67 |
Meta Platforms Inc | 108,066 | $71.3M | 0.7% | $196.26 | +235.48% | 28 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 138,346 | $69.5M | 0.6% | $228.17 | +120.30% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL CAP ETF | 550,979 | $66.2M | 0.6% | $72.20 | +65.10% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 895,353 | $60.2M | 0.6% | $47.51 | +41.83% | 20 qtrssince 2021-Q1 | Decreased 0 |
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 1.1M | $49.6M | 0.5% | $43.25 | +1.25% | 20 qtrssince 2021-Q1 | Increased 56 |
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 Score: 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
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