GREENLEAF TRUST

CIK 0001162170 · KALAMAZOO, MI · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source

GREENLEAF TRUST reported 867 positions worth $10.39B as of June 30, 2026 (13F filed July 21, 2026). Largest holding: SYK (46.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$10.39B
2026 Q2
Positions
867
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.0%
Est. Net Flow (Q)
2026 Q2
10 / 867 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SYKStryker CorporationSH$4.79B46.15%15,228,545
2IVViShares Core S&P 500 IndexSH$1.01B9.69%1,344,843
3SPYMState Street SPDR Portfolio S&SH$615.6M5.93%7,005,466
4IEFAiShares Core MSCI EAFE ETFSH$198.6M1.91%2,056,736
5AAPLApple IncSH$181.1M1.74%625,953
6JAAAJanus Henderson AAA CLO ETFSH$126.3M1.22%2,501,173
7IJHiShares Core S&P Midcap 400 InSH$114.4M1.10%1,484,086
8NVDANvidia CorpSH$112.9M1.09%564,303
9MSFTMicrosoft CorporationSH$110.5M1.06%296,267
10AMZNAmazon.com IncSH$110.1M1.06%461,920

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does GREENLEAF TRUST hold as of Q2 2026?

GREENLEAF TRUST reported 867 positions worth $10.39B in its Q2 2026 13F filing. Largest positions: SYK (46.2%), IVV (9.7%), SPYM (5.9%), IEFA (1.9%) and AAPL (1.7%).

What did GREENLEAF TRUST buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did GREENLEAF TRUST sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.