GREENLEAF TRUST
CIK 0001162170 · KALAMAZOO, MI · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
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
Top Holdings
SYK
Stryker Corporation
46.2%
IVV
iShares Core S&P 500 Index
9.7%
SPYM
State Street SPDR Portfolio S&
5.9%
IEFA
iShares Core MSCI EAFE ETF
1.9%
AAPL
Apple Inc
1.7%
JAAA
Janus Henderson AAA CLO ETF
1.2%
IJH
iShares Core S&P Midcap 400 In
1.1%
NVDA
Nvidia Corp
1.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.