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CIK: 0001162170
Total reported value
$10.4B
$10.4B
797 檔
77.5%
During the Q1 2025 filing period, Greenleaf Trust (CIK: 0001162170) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $10.4B across 797 reported positions.
In Q1 2025, Greenleaf Trust displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 797 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | Stock-Healthcare | 58.11% | -5.30% | -3.54% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.17% | +0.72% | +5.35% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.91% | +0.01% | -1.79% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 1.80% | +0.09% | +138.97% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.47% | +0.15% | +2.49% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.21% | +0.06% | -2.44% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | — | +1.07% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | +0.11% | +0.47% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | +0.12% | -2.54% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.73% | +0.06% | -4.48% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.72% | +0.09% | -14.23% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | +0.02% | -0.19% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.02% | -0.09% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.12% | -2.86% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | +0.03% | +2.02% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.46% | +0.10% | -6.65% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.18% | +4.57% | |
| 18 | AMT | American Tower CORP | Stock-Real Estate | 0.35% | -0.02% | +7.94% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.35% | +0.01% | -0.57% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.06% | +2.56% | |
| 21 | SPGI | S&p Global Inc | Stock-Financials | 0.34% | -0.02% | +1.94% | |
| 22 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.34% | +0.07% | +2.95% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-Other | 0.32% | +0.02% | +4.80% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | +0.02% | +3.77% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.29% | +0.07% | -4.10% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.27% | +0.02% | +2.77% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 0.24% | -0.04% | +1.36% | |
| 28 | HON | Honeywell International Inc | Stock-Industrials | 0.23% | -0.25% | EXIT | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.21% | — | -5.26% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.21% | +0.02% | -2.93% | |
| 31 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.20% | +0.02% | +5.06% | |
| 32 | ROP | Roper Technologies Inc | Stock-Tech | 0.20% | -0.01% | +1.35% | |
| 33 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.20% | -0.01% | -10.63% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.05% | +0.27% | |
| 35 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.19% | -0.01% | -2.06% | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.18% | +0.07% | +6.48% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | +0.07% | +3.24% | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 0.17% | +0.01% | -6.20% | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.17% | -0.02% | +10.25% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.17% | -0.01% | -1.61% | |
| 41 | GVI | Ishares Intermediate Governm | ETF-Other | 0.16% | -0.01% | -7.41% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.16% | -0.01% | +2.30% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.16% | +0.01% | +0.07% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.16% | -0.01% | +9.09% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.15% | -0.01% | -3.94% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.15% | +0.12% | -10.44% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | +0.01% | +4.94% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | +0.01% | +10.83% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.14% | -0.01% | +2.63% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.13% | — | — |
According to official SEC Form 13F filings, Greenleaf Trust reported a total U.S. public equity portfolio value of $10.4B across 797 disclosed positions in Q1 2025.
During Q1 2025, Greenleaf Trust's top holdings by market value included SYK (58.1%)、IVV (10.2%)、IEFA (1.9%). The largest single position, SYK, represented 58.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SYK, IVV, IEFA) accounted for 77.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
SYK
市值: $6.4B
In Q1 2025, Greenleaf Trust made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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