Filed: 4/30/2025ACC: 0001162170-25-000005
📋 What this filing means
GREENLEAF TRUST filed this quarterly 13F‑HR report disclosing 797 equity positions with a total reported market value of $10.97B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
797
Positions
$10.97B
Total AUM (reported)
52.35M
Total Shares
Allocation by class
COM$10.97B100.0%
Portfolio Concentration
Top 3$7.70B70.2%
4–10$882.75M8.1%
11–25$727.60M6.6%
Rest$1.66B15.1%
Top 3 weight
70.2%
Top 10 weight
78.2%
Voting Authority Distribution
Total shares with voting rights: 52.35M
Sole
Full voting authority
27.74M
shares
% of voting shares53.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
24.61M
shares
% of voting shares47.0%
Investment Discretion (by position count)
Sole581
Shared0
Other216
Dominant voting typeSole · 53.0% of voting shares
Institutional Holdings797
Rows:
Stryker Corporation
SOLEShares17.12M
TypeSH
Market value$6.37B
58.11%
Sole
3.53M
Shared
0.00
None
13.59M
iShares Core S&P 500 Index
SOLEShares1.98M
TypeSH
Market value$1.12B
10.17%
Sole
1.98M
Shared
0.00
None
2.40K
iShares Core MSCI EAFE ETF
SOLEShares2.77M
TypeSH
Market value$209.66M
1.91%
Sole
2.77M
Shared
0.00
None
955.00
Visa Inc - Class A
SOLEShares563.22K
TypeSH
Market value$197.38M
1.80%
Sole
523.08K
Shared
0.00
None
40.14K
Apple Inc
SOLEShares727.58K
TypeSH
Market value$161.62M
1.47%
Sole
361.45K
Shared
0.00
None
366.13K
iShares Core S&P Midcap 400 In
SOLEShares2.27M
TypeSH
Market value$132.62M
1.21%
Sole
2.27M
Shared
0.00
None
1.08K
Microsoft Corporation
SOLEShares329.22K
TypeSH
Market value$123.58M
1.13%
Sole
156.46K
Shared
0.00
None
172.76K
Amazon.com Inc
SOLEShares509.09K
TypeSH
Market value$96.86M
0.88%
Sole
311.69K
Shared
0.00
None
197.39K
Nvidia Corp
SOLEShares834.12K
TypeSH
Market value$90.40M
0.82%
Sole
244.34K
Shared
0.00
None
589.78K
iShares Core S&P Smallcap 600
SOLEShares767.75K
TypeSH
Market value$80.28M
0.73%
Sole
767.42K
Shared
0.00
None
334.00
iShares MSCI Emerging Index Fu
SOLEShares1.81M
TypeSH
Market value$79.19M
0.72%
Sole
1.81M
Shared
0.00
None
22.00
Berkshire Hathaway Cl B
SOLEShares139.58K
TypeSH
Market value$74.34M
0.68%
Sole
100.70K
Shared
0.00
None
38.87K
Meta Platforms Inc. Cl A
SOLEShares112.61K
TypeSH
Market value$64.91M
0.59%
Sole
63.15K
Shared
0.00
None
49.47K
Alphabet Inc. Cl C
SOLEShares406.10K
TypeSH
Market value$63.45M
0.58%
Sole
363.44K
Shared
0.00
None
42.66K
S&P 500 Index ETF
SOLEShares106.41K
TypeSH
Market value$59.52M
0.54%
Sole
106.41K
Shared
0.00
None
0.00
iShares Core MSCI Emerging Mar
SOLEShares943.02K
TypeSH
Market value$50.89M
0.46%
Sole
943.02K
Shared
0.00
None
0.00
Alphabet Inc. Cl A
SOLEShares306.54K
TypeSH
Market value$47.40M
0.43%
Sole
92.02K
Shared
0.00
None
214.52K
American Tower Corporation
SOLEShares175.82K
TypeSH
Market value$38.26M
0.35%
Sole
167.26K
Shared
0.00
None
8.56K
iShares MSCI EAFE ETF
SOLEShares464.85K
TypeSH
Market value$37.99M
0.35%
Sole
459.65K
Shared
0.00
None
5.20K
Vanguard S&P 500 ETF
SOLEShares73.26K
TypeSH
Market value$37.65M
0.34%
Sole
73.26K
Shared
0.00
None
0.00
S&P Global Inc
SOLEShares73.85K
TypeSH
Market value$37.52M
0.34%
Sole
63.70K
Shared
0.00
None
10.16K
iShares Convertible Bond ETF
SOLEShares443.13K
TypeSH
Market value$37.05M
0.34%
Sole
442.94K
Shared
0.00
None
189.00
iShares Preferred & Income Sec
SOLEShares1.14M
TypeSH
Market value$34.95M
0.32%
Sole
1.14M
Shared
0.00
None
522.00
J P Morgan Chase & Co
SOLEShares134.57K
TypeSH
Market value$33.01M
0.30%
Sole
71.43K
Shared
0.00
None
63.15K
Ishares S&P 500 Growth Index F
SOLEShares338.94K
TypeSH
Market value$31.46M
0.29%
Sole
338.94K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Stryker CorporationSOLE | Com | 17.12M | SH | $6.37B 58.11% | 3.53M | 0.00 | 13.59M |
iShares Core S&P 500 IndexSOLE | Com | 1.98M | SH | $1.12B 10.17% | 1.98M | 0.00 | 2.40K |
iShares Core MSCI EAFE ETFSOLE | Com | 2.77M | SH | $209.66M 1.91% | 2.77M | 0.00 | 955.00 |
Visa Inc - Class ASOLE | Com | 563.22K | SH | $197.38M 1.80% | 523.08K | 0.00 | 40.14K |
Apple IncSOLE | Com | 727.58K | SH | $161.62M 1.47% | 361.45K | 0.00 | 366.13K |
iShares Core S&P Midcap 400 InSOLE | Com | 2.27M | SH | $132.62M 1.21% | 2.27M | 0.00 | 1.08K |
Microsoft CorporationSOLE | Com | 329.22K | SH | $123.58M 1.13% | 156.46K | 0.00 | 172.76K |
Amazon.com IncSOLE | Com | 509.09K | SH | $96.86M 0.88% | 311.69K | 0.00 | 197.39K |
Nvidia CorpSOLE | Com | 834.12K | SH | $90.40M 0.82% | 244.34K | 0.00 | 589.78K |
iShares Core S&P Smallcap 600SOLE | Com | 767.75K | SH | $80.28M 0.73% | 767.42K | 0.00 | 334.00 |
iShares MSCI Emerging Index FuSOLE | Com | 1.81M | SH | $79.19M 0.72% | 1.81M | 0.00 | 22.00 |
Berkshire Hathaway Cl BSOLE | Com | 139.58K | SH | $74.34M 0.68% | 100.70K | 0.00 | 38.87K |
Meta Platforms Inc. Cl ASOLE | Com | 112.61K | SH | $64.91M 0.59% | 63.15K | 0.00 | 49.47K |
Alphabet Inc. Cl CSOLE | Com | 406.10K | SH | $63.45M 0.58% | 363.44K | 0.00 | 42.66K |
S&P 500 Index ETFSOLE | Com | 106.41K | SH | $59.52M 0.54% | 106.41K | 0.00 | 0.00 |
iShares Core MSCI Emerging MarSOLE | Com | 943.02K | SH | $50.89M 0.46% | 943.02K | 0.00 | 0.00 |
Alphabet Inc. Cl ASOLE | Com | 306.54K | SH | $47.40M 0.43% | 92.02K | 0.00 | 214.52K |
American Tower CorporationSOLE | Com | 175.82K | SH | $38.26M 0.35% | 167.26K | 0.00 | 8.56K |
iShares MSCI EAFE ETFSOLE | Com | 464.85K | SH | $37.99M 0.35% | 459.65K | 0.00 | 5.20K |
Vanguard S&P 500 ETFSOLE | Com | 73.26K | SH | $37.65M 0.34% | 73.26K | 0.00 | 0.00 |
S&P Global IncSOLE | Com | 73.85K | SH | $37.52M 0.34% | 63.70K | 0.00 | 10.16K |
iShares Convertible Bond ETFSOLE | Com | 443.13K | SH | $37.05M 0.34% | 442.94K | 0.00 | 189.00 |
iShares Preferred & Income SecSOLE | Com | 1.14M | SH | $34.95M 0.32% | 1.14M | 0.00 | 522.00 |
J P Morgan Chase & CoSOLE | Com | 134.57K | SH | $33.01M 0.30% | 71.43K | 0.00 | 63.15K |
Ishares S&P 500 Growth Index FSOLE | Com | 338.94K | SH | $31.46M 0.29% | 338.94K | 0.00 | 0.00 |
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