Greenleaf Trust Top Holdings and 13F Report (2026)

About Greenleaf Trust

Investment Activity

Greenleaf Trust has $10.18 billion in total holdings as of March 31, 2026.
Greenleaf Trust owns shares of 804 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
Approximately 1.99% of the portfolio was purchased this quarter.
About 3.67% of the portfolio was sold this quarter.
This quarter, Greenleaf Trust has purchased 816 new stocks and bought additional shares in 425 stocks.
Greenleaf Trust sold shares of 285 stocks and completely divested from 58 stocks this quarter.

Largest Holdings

Stryker: $5,237,090,421
iShares Core S&P 500 ETF: $912,809,371
SPDR Portfolio S&P 500 ETF: $489,568,439
iShares Core MSCI EAFE ETF: $193,466,412
Apple: $161,940,607

Largest New Holdings this Quarter

464288679 - iShares Short Treasury Bond ETF: $7,456,072 Holding
92537N108 - Vertiv: $452,297 Holding
N53745100 - LyondellBasell Industries: $432,768 Holding
921909768 - Vanguard Total International Stock ETF: $409,608 Holding
15135U109 - Cenovus Energy: $356,908 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF: 931,981 shares (about $71.33M)
Janus Henderson AAA CLO ETF: 400,816 shares (about $20.19M)
iShares 7-10 Year Treasury Bond ETF: 190,400 shares (about $18.17M)
SPDR Portfolio Developed World ex-US ETF: 297,772 shares (about $13.59M)
iShares Short Treasury Bond ETF: 67,543 shares (about $7.46M)

Largest Sales this Quarter

Stryker: 626,139 shares (about $205.74M)
iShares Core S&P 500 ETF: 75,482 shares (about $49.31M)
Invesco Ultra Short Duration ETF: 251,460 shares (about $12.60M)
iShares Core MSCI EAFE ETF: 121,174 shares (about $10.97M)
PayPal: 178,501 shares (about $8.07M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SYK Stryker	$5,237,090,421	$205,743,014 ▼	-3.8%	15,938,070	51.5%	Medical
IVV iShares Core S&P 500 ETF	$912,809,371	$49,305,597 ▼	-5.1%	1,397,421	9.0%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$489,568,439	$71,333,826 ▲	17.1%	6,396,243	4.8%	ETF
IEFA iShares Core MSCI EAFE ETF	$193,466,412	$10,969,882 ▼	-5.4%	2,137,042	1.9%	ETF
AAPL Apple	$161,940,607	$557,069 ▼	-0.3%	638,089	1.6%	Computer and Technology
JAAA Janus Henderson AAA CLO ETF	$113,323,182	$20,189,102 ▲	21.7%	2,249,815	1.1%	ETF
MSFT Microsoft	$108,021,158	$75,515 ▲	0.1%	291,815	1.1%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$105,705,047	$5,331,764 ▼	-4.8%	1,565,305	1.0%	ETF
NVDA NVIDIA	$98,707,086	$1,358,227 ▼	-1.4%	565,981	1.0%	Computer and Technology
AMZN Amazon.com	$97,063,401	$535,879 ▲	0.6%	466,046	1.0%	Retail/Wholesale
IEF iShares 7-10 Year Treasury Bond ETF	$91,616,769	$18,171,776 ▲	24.7%	959,941	0.9%	ETF
GOOG Alphabet	$89,143,466	$2,937,733 ▼	-3.2%	310,756	0.9%	Computer and Technology
EEM iShares MSCI Emerging Markets ETF	$83,393,900	$3,205,909 ▼	-3.7%	1,468,461	0.8%	Finance
GOOGL Alphabet	$83,210,375	$555,853 ▼	-0.7%	289,367	0.8%	Computer and Technology
V Visa	$71,015,822	$534,965 ▲	0.8%	234,965	0.7%	Business Services
BRK.B Berkshire Hathaway	$67,294,536	$999,132 ▲	1.5%	140,431	0.7%	Finance
IJR iShares Core S&P Small-Cap ETF	$64,977,334	$3,514,865 ▼	-5.1%	522,704	0.6%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$64,569,779	$13,593,292 ▲	26.7%	1,414,453	0.6%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$63,291,430	$840,557 ▲	1.3%	907,404	0.6%	ETF
META Meta Platforms	$61,339,774	$488,027 ▼	-0.8%	107,213	0.6%	Computer and Technology
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$53,393,226	$5,938,759 ▲	12.5%	901,608	0.5%	ETF
VOO Vanguard S&P 500 ETF	$46,633,997	$186,436 ▼	-0.4%	78,042	0.5%	ETF
ICVT iShares Convertible Bond ETF	$45,634,465	$287,658 ▼	-0.6%	448,320	0.4%	ETF
EFA iShares MSCI EAFE ETF	$41,295,985	$237,871 ▼	-0.6%	425,162	0.4%	Finance
TSM Taiwan Semiconductor Manufacturing	$39,199,159	$2,460,276 ▼	-5.9%	115,991	0.4%	Computer and Technology
PFF iShares Preferred and Income Securities ETF	$37,907,901	$1,268,134 ▲	3.5%	1,250,261	0.4%	ETF
AVGO Broadcom	$35,163,431	$526,167 ▲	1.5%	113,610	0.3%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$34,851,906	$982,700 ▼	-2.7%	308,124	0.3%	ETF
IVE iShares S&P 500 Value ETF	$32,940,033	$1,085,522 ▼	-3.2%	156,003	0.3%	ETF
SPGI S&P Global	$32,146,772	$436,399 ▲	1.4%	75,579	0.3%	Finance
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$29,626,732	$3,545,190 ▲	13.6%	613,136	0.3%	ETF
CP Canadian Pacific Kansas City	$27,476,567	$512,234 ▲	1.9%	349,308	0.3%	Transportation
SPY SPDR S&P 500 ETF Trust	$27,324,685	$383,701 ▲	1.4%	42,016	0.3%	Finance
JPM JPMorgan Chase & Co.	$26,611,185	$1,076,920 ▼	-3.9%	90,465	0.3%	Finance
HON Honeywell International	$24,944,897	$430,587 ▲	1.8%	110,361	0.2%	Multi-Sector Conglomerates
JNJ Johnson & Johnson	$20,798,422	$497,680 ▲	2.5%	85,086	0.2%	Medical
TSLA Tesla	$19,643,642	$288,478 ▼	-1.4%	52,841	0.2%	Auto/Tires/Trucks
CRM Salesforce	$19,261,171	$854,389 ▲	4.6%	103,183	0.2%	Computer and Technology
AMT American Tower	$19,073,196	$523,090 ▼	-2.7%	110,518	0.2%	Finance
LLY Eli Lilly and Company	$18,875,520	$177,516 ▼	-0.9%	20,522	0.2%	Medical
XOM ExxonMobil	$18,509,567	$1,523,886 ▲	9.0%	109,098	0.2%	Energy
EFV iShares MSCI EAFE Value ETF	$17,811,509	$470,041 ▼	-2.6%	239,563	0.2%	ETF
MDLZ Mondelez International	$17,134,874	$56,372 ▼	-0.3%	297,274	0.2%	Consumer Staples
DHR Danaher	$15,733,956	$76,219 ▲	0.5%	82,985	0.2%	Medical
Wal-Mart Stores Inc	$15,628,086	$874,558 ▼	-5.3%	125,749	0.2%	Com
TJX TJX Companies	$15,498,406	$6,806,095 ▼	-30.5%	97,047	0.2%	Retail/Wholesale
ITOT iShares Core S&P Total U.S. Stock Market ETF	$15,369,621	$61,387 ▼	-0.4%	107,910	0.2%	ETF
HD Home Depot	$14,561,605	$987,986 ▲	7.3%	44,275	0.1%	Retail/Wholesale
Roper Technologies Inc.	$14,041,519	$724,351 ▲	5.4%	39,681	0.1%	Com
MA Mastercard	$13,785,120	$502,158 ▼	-3.5%	27,589	0.1%	Business Services
GVI iShares Intermediate Government/Credit Bond ETF	$13,495,340	$565,511 ▼	-4.0%	126,503	0.1%	ETF
ABBV AbbVie	$12,992,418	$202,483 ▼	-1.5%	59,738	0.1%	Medical
EFG iShares MSCI EAFE Growth ETF	$12,896,535	$313,172 ▼	-2.4%	115,799	0.1%	ETF
BKNG Booking	$12,247,821	$29,472 ▼	-0.2%	2,909	0.1%	Retail/Wholesale
COST Costco Wholesale	$12,236,160	$77,722 ▲	0.6%	12,280	0.1%	Retail/Wholesale
DG Dollar General	$12,075,909	$594,481 ▼	-4.7%	101,709	0.1%	Retail/Wholesale
CAT Caterpillar	$11,307,730	$478,210 ▲	4.4%	15,961	0.1%	Industrials
ADBE Adobe	$11,143,273	$32,816 ▼	-0.3%	45,842	0.1%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$11,118,310	$446,790 ▼	-3.9%	57,932	0.1%	ETF
Lam Research Corp	$10,997,935	$108,326 ▼	-1.0%	51,474	0.1%	Com
SDY SPDR S&P Dividend ETF	$10,606,919	$45,533 ▲	0.4%	72,680	0.1%	ETF
BRK.A Berkshire Hathaway	$10,053,960		0.0%	14	0.1%	Finance
PG Procter & Gamble	$9,973,437	$108,908 ▲	1.1%	69,049	0.1%	Consumer Staples
CSCO Cisco Systems	$9,900,950	$487,576 ▲	5.2%	127,606	0.1%	Computer and Technology
PEP PepsiCo	$9,807,805	$175,167 ▼	-1.8%	63,158	0.1%	Consumer Staples
MRK Merck & Co., Inc.	$9,464,898	$159,505 ▲	1.7%	78,684	0.1%	Medical
NEE NextEra Energy	$9,245,832	$427,341 ▲	4.8%	99,546	0.1%	Utilities
AMAT Applied Materials	$9,200,304	$37,597 ▲	0.4%	26,918	0.1%	Computer and Technology
GSY Invesco Ultra Short Duration ETF	$8,792,101	$12,603,176 ▼	-58.9%	175,421	0.1%	ETF
ORCL Oracle	$8,570,776	$117,541 ▲	1.4%	58,261	0.1%	Computer and Technology
RTX RTX	$8,556,658	$1,043,975 ▲	13.9%	44,358	0.1%	Aerospace
NFLX Netflix	$8,316,205	$73,555 ▲	0.9%	86,492	0.1%	Consumer Discretionary
VTI Vanguard Total Stock Market ETF	$7,975,015	$143,081 ▲	1.8%	24,859	0.1%	ETF
MU Micron Technology	$7,683,833	$2,555,084 ▼	-25.0%	22,744	0.1%	Computer and Technology
BAC Bank of America	$7,466,843	$475,946 ▲	6.8%	153,166	0.1%	Finance
SHV iShares Short Treasury Bond ETF	$7,456,072	$7,456,072 ▲	New Holding	67,543	0.1%	ETF
KO CocaCola	$7,382,174	$513,414 ▲	7.5%	97,070	0.1%	Consumer Staples
CPRT Copart	$7,247,460	$6,718,418 ▲	1,269.9%	218,297	0.1%	Business Services
IJK iShares S&P Mid-Cap 400 Growth ETF	$7,229,044	$458,425 ▼	-6.0%	71,845	0.1%	ETF
AMD Advanced Micro Devices	$7,180,875	$153,996 ▲	2.2%	35,299	0.1%	Computer and Technology
GS The Goldman Sachs Group	$7,017,487	$1,505,016 ▼	-17.7%	8,295	0.1%	Finance
HBAN Huntington Bancshares	$6,866,360	$178,426 ▲	2.7%	438,745	0.1%	Finance
PFE Pfizer	$6,775,086	$350,158 ▲	5.4%	241,278	0.1%	Medical
NKE NIKE	$6,756,365	$34,016 ▼	-0.5%	127,913	0.1%	Consumer Discretionary
CVX Chevron	$6,755,078	$184,969 ▲	2.8%	32,649	0.1%	Energy
ETN Eaton	$6,663,392	$162,382 ▲	2.5%	18,630	0.1%	Industrials
APH Amphenol	$6,448,525	$319,792 ▼	-4.7%	51,037	0.1%	Computer and Technology
IJJ iShares S&P Mid-Cap 400 Value ETF	$6,443,873	$304,750 ▼	-4.5%	48,633	0.1%	ETF
ABT Abbott Laboratories	$6,375,088	$127,721 ▼	-2.0%	62,093	0.1%	Medical
GE GE Aerospace	$6,369,218	$413,737 ▲	6.9%	22,445	0.1%	Aerospace
MCD McDonald's	$6,324,265	$453,753 ▲	7.7%	20,349	0.1%	Retail/Wholesale
MCK McKesson	$6,206,362	$73,556 ▼	-1.2%	7,172	0.1%	Medical
PM Philip Morris International	$6,095,259	$74,072 ▲	1.2%	36,865	0.1%	Consumer Staples
WFC Wells Fargo & Company	$5,862,878	$18,470 ▲	0.3%	73,645	0.1%	Finance
KLAC KLA	$5,795,406	$26,503 ▲	0.5%	3,936	0.1%	Computer and Technology
AMGN Amgen	$5,648,951	$342,350 ▲	6.5%	16,055	0.1%	Medical
Palantir Technologies Inc Cl A	$5,441,762	$285,539 ▲	5.5%	37,201	0.1%	Com
TMO Thermo Fisher Scientific	$5,357,185	$137,628 ▼	-2.5%	10,899	0.1%	Medical
TXN Texas Instruments	$5,309,147	$476,808 ▲	9.9%	27,347	0.1%	Computer and Technology
SUB iShares Short-Term National Muni Bond ETF	$5,302,422	$48,245 ▼	-0.9%	49,788	0.1%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Greenleaf Trust Top Holdings and 13F Report (2026)

About Greenleaf Trust

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Greenleaf Trust Top Holdings and 13F Report (2026)

About Greenleaf Trust

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGreenleaf Trust

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools