Filed: 10/22/2025ACC: 0001162170-25-000007
📋 What this filing means
GREENLEAF TRUST filed this quarterly 13F‑HR report disclosing 804 equity positions with a total reported market value of $11.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
804
Positions
$11.00B
Total AUM (reported)
49.33M
Total Shares
Allocation by class
COM$11.00B100.0%
Portfolio Concentration
Top 3$7.75B70.5%
4–10$847.07M7.7%
11–25$794.75M7.2%
Rest$1.61B14.6%
Top 3 weight
70.5%
Top 10 weight
78.2%
Voting Authority Distribution
Total shares with voting rights: 49.33M
Sole
Full voting authority
25.34M
shares
% of voting shares51.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
23.98M
shares
% of voting shares48.6%
Investment Discretion (by position count)
Sole612
Shared0
Other192
Dominant voting typeSole · 51.4% of voting shares
Institutional Holdings804
Rows:
Stryker Corporation
SOLEShares16.64M
TypeSH
Market value$6.15B
55.93%
Sole
3.06M
Shared
0.00
None
13.59M
iShares Core S&P 500 Index
SOLEShares2.03M
TypeSH
Market value$1.36B
12.37%
Sole
2.03M
Shared
0.00
None
1.45K
iShares Core MSCI EAFE ETF
SOLEShares2.73M
TypeSH
Market value$238.08M
2.16%
Sole
2.73M
Shared
0.00
None
114.00
Apple Inc
SOLEShares649K
TypeSH
Market value$165.26M
1.50%
Sole
315.72K
Shared
0.00
None
333.29K
Microsoft Corporation
SOLEShares292.81K
TypeSH
Market value$151.66M
1.38%
Sole
134.13K
Shared
0.00
None
158.68K
iShares Core S&P Midcap 400 In
SOLEShares2.26M
TypeSH
Market value$147.54M
1.34%
Sole
2.26M
Shared
0.00
None
151.00
Nvidia Corp
SOLEShares582.28K
TypeSH
Market value$108.64M
0.99%
Sole
42.24K
Shared
0.00
None
540.04K
Amazon.com Inc
SOLEShares465.24K
TypeSH
Market value$102.15M
0.93%
Sole
281.11K
Shared
0.00
None
184.13K
iShares Core S&P Smallcap 600
SOLEShares739.68K
TypeSH
Market value$87.90M
0.80%
Sole
739.63K
Shared
0.00
None
49.00
iShares MSCI Emerging Index Fu
SOLEShares1.57M
TypeSH
Market value$83.91M
0.76%
Sole
1.57M
Shared
0.00
None
22.00
Alphabet Inc. Cl C
SOLEShares338.32K
TypeSH
Market value$82.40M
0.75%
Sole
303.68K
Shared
0.00
None
34.64K
Visa Inc - Class A
SOLEShares233.13K
TypeSH
Market value$79.59M
0.72%
Sole
195.94K
Shared
0.00
None
37.19K
Meta Platforms Inc. Cl A
SOLEShares108.19K
TypeSH
Market value$79.45M
0.72%
Sole
62.94K
Shared
0.00
None
45.25K
Alphabet Inc. Cl A
SOLEShares290.37K
TypeSH
Market value$70.59M
0.64%
Sole
88.73K
Shared
0.00
None
201.64K
Berkshire Hathaway Cl B
SOLEShares140.12K
TypeSH
Market value$70.44M
0.64%
Sole
106.94K
Shared
0.00
None
33.18K
iShares Core MSCI Emerging Mar
SOLEShares911.17K
TypeSH
Market value$60.06M
0.55%
Sole
911.17K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares78.63K
TypeSH
Market value$48.15M
0.44%
Sole
78.63K
Shared
0.00
None
0.00
iShares Convertible Bond ETF
SOLEShares447.55K
TypeSH
Market value$44.78M
0.41%
Sole
447.37K
Shared
0.00
None
183.00
Ishares S&P 500 Growth Index F
SOLEShares338.80K
TypeSH
Market value$40.90M
0.37%
Sole
338.80K
Shared
0.00
None
0.00
iShares MSCI EAFE ETF
SOLEShares434.71K
TypeSH
Market value$40.59M
0.37%
Sole
427.03K
Shared
0.00
None
7.68K
Broadcom Inc
SOLEShares111.42K
TypeSH
Market value$36.76M
0.33%
Sole
15.59K
Shared
0.00
None
95.83K
S&P Global Inc
SOLEShares74.59K
TypeSH
Market value$36.30M
0.33%
Sole
65.09K
Shared
0.00
None
9.50K
iShares Preferred & Income Sec
SOLEShares1.15M
TypeSH
Market value$36.22M
0.33%
Sole
1.14M
Shared
0.00
None
573.00
Taiwan Semiconductor Mfg Co AD
SOLEShares124.37K
TypeSH
Market value$34.74M
0.32%
Sole
102.63K
Shared
0.00
None
21.74K
SPDR Portfolio S&P 500 ETF
SOLEShares431.38K
TypeSH
Market value$33.79M
0.31%
Sole
423.29K
Shared
0.00
None
8.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Stryker CorporationSOLE | Com | 16.64M | SH | $6.15B 55.93% | 3.06M | 0.00 | 13.59M |
iShares Core S&P 500 IndexSOLE | Com | 2.03M | SH | $1.36B 12.37% | 2.03M | 0.00 | 1.45K |
iShares Core MSCI EAFE ETFSOLE | Com | 2.73M | SH | $238.08M 2.16% | 2.73M | 0.00 | 114.00 |
Apple IncSOLE | Com | 649K | SH | $165.26M 1.50% | 315.72K | 0.00 | 333.29K |
Microsoft CorporationSOLE | Com | 292.81K | SH | $151.66M 1.38% | 134.13K | 0.00 | 158.68K |
iShares Core S&P Midcap 400 InSOLE | Com | 2.26M | SH | $147.54M 1.34% | 2.26M | 0.00 | 151.00 |
Nvidia CorpSOLE | Com | 582.28K | SH | $108.64M 0.99% | 42.24K | 0.00 | 540.04K |
Amazon.com IncSOLE | Com | 465.24K | SH | $102.15M 0.93% | 281.11K | 0.00 | 184.13K |
iShares Core S&P Smallcap 600SOLE | Com | 739.68K | SH | $87.90M 0.80% | 739.63K | 0.00 | 49.00 |
iShares MSCI Emerging Index FuSOLE | Com | 1.57M | SH | $83.91M 0.76% | 1.57M | 0.00 | 22.00 |
Alphabet Inc. Cl CSOLE | Com | 338.32K | SH | $82.40M 0.75% | 303.68K | 0.00 | 34.64K |
Visa Inc - Class ASOLE | Com | 233.13K | SH | $79.59M 0.72% | 195.94K | 0.00 | 37.19K |
Meta Platforms Inc. Cl ASOLE | Com | 108.19K | SH | $79.45M 0.72% | 62.94K | 0.00 | 45.25K |
Alphabet Inc. Cl ASOLE | Com | 290.37K | SH | $70.59M 0.64% | 88.73K | 0.00 | 201.64K |
Berkshire Hathaway Cl BSOLE | Com | 140.12K | SH | $70.44M 0.64% | 106.94K | 0.00 | 33.18K |
iShares Core MSCI Emerging MarSOLE | Com | 911.17K | SH | $60.06M 0.55% | 911.17K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | Com | 78.63K | SH | $48.15M 0.44% | 78.63K | 0.00 | 0.00 |
iShares Convertible Bond ETFSOLE | Com | 447.55K | SH | $44.78M 0.41% | 447.37K | 0.00 | 183.00 |
Ishares S&P 500 Growth Index FSOLE | Com | 338.80K | SH | $40.90M 0.37% | 338.80K | 0.00 | 0.00 |
iShares MSCI EAFE ETFSOLE | Com | 434.71K | SH | $40.59M 0.37% | 427.03K | 0.00 | 7.68K |
Broadcom IncSOLE | Com | 111.42K | SH | $36.76M 0.33% | 15.59K | 0.00 | 95.83K |
S&P Global IncSOLE | Com | 74.59K | SH | $36.30M 0.33% | 65.09K | 0.00 | 9.50K |
iShares Preferred & Income SecSOLE | Com | 1.15M | SH | $36.22M 0.33% | 1.14M | 0.00 | 573.00 |
Taiwan Semiconductor Mfg Co ADSOLE | Com | 124.37K | SH | $34.74M 0.32% | 102.63K | 0.00 | 21.74K |
SPDR Portfolio S&P 500 ETFSOLE | Com | 431.38K | SH | $33.79M 0.31% | 423.29K | 0.00 | 8.09K |
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