Filed: 7/21/2026ACC: 0001162170-26-000006
π What this filing means
GREENLEAF TRUST filed this quarterly 13FβHR report disclosing 867 equity positions with a total reported market value of $10.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
867
Positions
$10.39B
Total AUM (reported)
57.60M
Total Shares
Allocation by class
COM$10.39B100.0%
Portfolio Concentration
Top 3$6.42B61.8%
4β10$954.01M9.2%
11β25$1.11B10.7%
Rest$1.90B18.3%
Top 3 weight
61.8%
Top 10 weight
71.0%
Voting Authority Distribution
Total shares with voting rights: 57.60M
Sole
Full voting authority
35.08M
shares
% of voting shares60.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
22.52M
shares
% of voting shares39.1%
Investment Discretion (by position count)
Sole665
Shared0
Other202
Dominant voting typeSole Β· 60.9% of voting shares
Institutional Holdings867
Rows:
Stryker Corporation
SOLEShares15.23M
TypeSH
Market value$4.79B
46.15%
Sole
3.04M
Shared
0.00
None
12.18M
iShares Core S&P 500 Index
SOLEShares1.34M
TypeSH
Market value$1.01B
9.69%
Sole
1.34M
Shared
0.00
None
1.59K
State Street SPDR Portfolio S&
SOLEShares7.01M
TypeSH
Market value$615.64M
5.93%
Sole
7M
Shared
0.00
None
9.41K
iShares Core MSCI EAFE ETF
SOLEShares2.06M
TypeSH
Market value$198.64M
1.91%
Sole
2.06M
Shared
0.00
None
205.00
Apple Inc
SOLEShares625.95K
TypeSH
Market value$181.13M
1.74%
Sole
303.17K
Shared
0.00
None
322.79K
Janus Henderson AAA CLO ETF
SOLEShares2.50M
TypeSH
Market value$126.28M
1.22%
Sole
2.50M
Shared
0.00
None
2.05K
iShares Core S&P Midcap 400 In
SOLEShares1.48M
TypeSH
Market value$114.44M
1.10%
Sole
1.48M
Shared
0.00
None
279.00
Nvidia Corp
SOLEShares564.30K
TypeSH
Market value$112.91M
1.09%
Sole
38.61K
Shared
0.00
None
525.69K
Microsoft Corporation
SOLEShares296.27K
TypeSH
Market value$110.51M
1.06%
Sole
140.76K
Shared
0.00
None
155.50K
Amazon.com Inc
SOLEShares461.92K
TypeSH
Market value$110.09M
1.06%
Sole
278.15K
Shared
0.00
None
183.77K
Alphabet Inc. Cl A
SOLEShares292.09K
TypeSH
Market value$104.38M
1.00%
Sole
91.95K
Shared
0.00
None
200.14K
Alphabet Inc. Cl C
SOLEShares292.79K
TypeSH
Market value$103.45M
1.00%
Sole
261.82K
Shared
0.00
None
30.97K
iShares 7-10 Year Treasury Bon
SOLEShares1.06M
TypeSH
Market value$100.67M
0.97%
Sole
1.06M
Shared
0.00
None
1.82K
iShares MSCI Emerging Index Fu
SOLEShares1.38M
TypeSH
Market value$94.34M
0.91%
Sole
1.38M
Shared
0.00
None
22.00
Visa Inc - Class A
SOLEShares239.92K
TypeSH
Market value$82.31M
0.79%
Sole
202.87K
Shared
0.00
None
37.05K
State Street SPDR Portfolio De
SOLEShares1.58M
TypeSH
Market value$79.56M
0.77%
Sole
1.58M
Shared
0.00
None
1.86K
iShares Core MSCI Emerging Mar
SOLEShares898.29K
TypeSH
Market value$74.41M
0.72%
Sole
898.18K
Shared
0.00
None
105.00
iShares Core S&P Smallcap 600
SOLEShares491.17K
TypeSH
Market value$72.84M
0.70%
Sole
491.08K
Shared
0.00
None
88.00
Berkshire Hathaway Cl B
SOLEShares141.69K
TypeSH
Market value$70.90M
0.68%
Sole
107.22K
Shared
0.00
None
34.47K
State Street SPDR S&P 400 Mid
SOLEShares984.22K
TypeSH
Market value$66.49M
0.64%
Sole
982.91K
Shared
0.00
None
1.30K
Meta Platforms Inc. Cl A
SOLEShares106.87K
TypeSH
Market value$60.20M
0.58%
Sole
63.29K
Shared
0.00
None
43.58K
iShares Convertible Bond ETF
SOLEShares444.08K
TypeSH
Market value$54.06M
0.52%
Sole
443.91K
Shared
0.00
None
170.00
Vanguard S&P 500 ETF
SOLEShares78.18K
TypeSH
Market value$53.69M
0.52%
Sole
78.18K
Shared
0.00
None
0.00
Taiwan Semiconductor Mfg Co AD
SOLEShares110.38K
TypeSH
Market value$52.71M
0.51%
Sole
93.25K
Shared
0.00
None
17.13K
Broadcom Inc
SOLEShares114.95K
TypeSH
Market value$43.42M
0.42%
Sole
18.27K
Shared
0.00
None
96.68K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Stryker CorporationSOLE | Com | 15.23M | SH | $4.79B 46.15% | 3.04M | 0.00 | 12.18M |
iShares Core S&P 500 IndexSOLE | Com | 1.34M | SH | $1.01B 9.69% | 1.34M | 0.00 | 1.59K |
State Street SPDR Portfolio S&SOLE | Com | 7.01M | SH | $615.64M 5.93% | 7M | 0.00 | 9.41K |
iShares Core MSCI EAFE ETFSOLE | Com | 2.06M | SH | $198.64M 1.91% | 2.06M | 0.00 | 205.00 |
Apple IncSOLE | Com | 625.95K | SH | $181.13M 1.74% | 303.17K | 0.00 | 322.79K |
Janus Henderson AAA CLO ETFSOLE | Com | 2.50M | SH | $126.28M 1.22% | 2.50M | 0.00 | 2.05K |
iShares Core S&P Midcap 400 InSOLE | Com | 1.48M | SH | $114.44M 1.10% | 1.48M | 0.00 | 279.00 |
Nvidia CorpSOLE | Com | 564.30K | SH | $112.91M 1.09% | 38.61K | 0.00 | 525.69K |
Microsoft CorporationSOLE | Com | 296.27K | SH | $110.51M 1.06% | 140.76K | 0.00 | 155.50K |
Amazon.com IncSOLE | Com | 461.92K | SH | $110.09M 1.06% | 278.15K | 0.00 | 183.77K |
Alphabet Inc. Cl ASOLE | Com | 292.09K | SH | $104.38M 1.00% | 91.95K | 0.00 | 200.14K |
Alphabet Inc. Cl CSOLE | Com | 292.79K | SH | $103.45M 1.00% | 261.82K | 0.00 | 30.97K |
iShares 7-10 Year Treasury BonSOLE | Com | 1.06M | SH | $100.67M 0.97% | 1.06M | 0.00 | 1.82K |
iShares MSCI Emerging Index FuSOLE | Com | 1.38M | SH | $94.34M 0.91% | 1.38M | 0.00 | 22.00 |
Visa Inc - Class ASOLE | Com | 239.92K | SH | $82.31M 0.79% | 202.87K | 0.00 | 37.05K |
State Street SPDR Portfolio DeSOLE | Com | 1.58M | SH | $79.56M 0.77% | 1.58M | 0.00 | 1.86K |
iShares Core MSCI Emerging MarSOLE | Com | 898.29K | SH | $74.41M 0.72% | 898.18K | 0.00 | 105.00 |
iShares Core S&P Smallcap 600SOLE | Com | 491.17K | SH | $72.84M 0.70% | 491.08K | 0.00 | 88.00 |
Berkshire Hathaway Cl BSOLE | Com | 141.69K | SH | $70.90M 0.68% | 107.22K | 0.00 | 34.47K |
State Street SPDR S&P 400 MidSOLE | Com | 984.22K | SH | $66.49M 0.64% | 982.91K | 0.00 | 1.30K |
Meta Platforms Inc. Cl ASOLE | Com | 106.87K | SH | $60.20M 0.58% | 63.29K | 0.00 | 43.58K |
iShares Convertible Bond ETFSOLE | Com | 444.08K | SH | $54.06M 0.52% | 443.91K | 0.00 | 170.00 |
Vanguard S&P 500 ETFSOLE | Com | 78.18K | SH | $53.69M 0.52% | 78.18K | 0.00 | 0.00 |
Taiwan Semiconductor Mfg Co ADSOLE | Com | 110.38K | SH | $52.71M 0.51% | 93.25K | 0.00 | 17.13K |
Broadcom IncSOLE | Com | 114.95K | SH | $43.42M 0.42% | 18.27K | 0.00 | 96.68K |
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