Top 50 Greenleaf Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SYK | Stryker Corporation | 46.15% | 15.23M | $4.79B | -4.45%(-709.52K) | $69.87(+399.43%) | 2026-06-30 | |
| IVV | iShares Core S&P 500 Index | 9.69% | 1.34M | $1.01B | -3.76%(-52.58K) | $194.81(+299.02%) | 2026-06-30 | |
| SPYM | State Street SPDR Portfolio S& | 5.93% | 7.01M | $615.6M | +9.52%(+609.22K) | $78.91(+15.37%) | 2026-06-30 | |
| IEFA | iShares Core MSCI EAFE ETF | 1.91% | 2.06M | $198.6M | -3.76%(-80.31K) | $60.66(+66.56%) | 2026-06-30 | |
| AAPL | Apple Inc | 1.74% | 626.0K | $181.1M | -1.90%(-12.14K) | $66.05(+364.32%) | 2026-06-30 | |
| JAAA | Janus Henderson AAA CLO ETF | 1.22% | 2.50M | $126.3M | +11.17%(+251.36K) | $50.63(-0.11%) | 2026-06-30 | |
| IJH | iShares Core S&P Midcap 400 In | 1.1% | 1.48M | $114.4M | -5.19%(-81.22K) | $36.15(+115.52%) | 2026-06-30 | |
| NVDA | Nvidia Corp | 1.09% | 564.3K | $112.9M | -0.30%(-1.68K) | $14.95(+1375.01%) | 2026-06-30 | |
| MSFT | Microsoft Corporation | 1.06% | 296.3K | $110.5M | +1.53%(+4.45K) | $192.84(+160.72%) | 2026-06-30 | |
| AMZN | Amazon.com Inc | 1.06% | 461.9K | $110.1M | -0.89%(-4.13K) | $116.02(+136.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +6.77% | +21.73% | +6.35% | +36.07% |
| Top 20 Holdings Unweighted | +20.97% | +77.04% | +10.82% | +67.11% |
Greenleaf Trust reports $10.39B in US-listed equity holdings across 867 positions in its most recent 13F filing. Its largest disclosed positions are SYK (46.1%), IVV (9.7%) and SPYM (5.9%). The top 20 holdings account for 79.13% of reported assets. Its disclosed equity book has returned +21.73% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Greenleaf Trustโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1162170). View Greenleaf Trustโs 13F filings on SEC