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CIK: 0001162170
Total reported value
$10.4B
$10.4B
797 檔
80.9%
As reported in its official Q2 2025 Form 13F filing, Greenleaf Trust's tracked investment portfolio stood at $10.4B with 797 total positions.
In Q2 2025, Greenleaf Trust adopted a defensive or profit-taking posture, trimming 43 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SYK, IVV, IEFA) accounted for 80.9% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 797 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | Stock-Healthcare | 58.38% | -5.30% | -2.50% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.26% | +0.72% | +3.36% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.03% | +0.01% | -0.53% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.39% | — | -4.02% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.25% | +0.06% | +0.22% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.22% | +0.15% | -7.47% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | +0.12% | -16.18% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | +0.11% | -4.75% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | +0.09% | -58.88% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.72% | +0.06% | -2.32% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.72% | +0.09% | -6.89% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.02% | -3.12% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.12% | -7.62% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | +0.02% | -2.74% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | +0.03% | -1.84% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.49% | +0.10% | -1.85% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.18% | -4.66% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.06% | +9.23% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.36% | +0.01% | -1.78% | |
| 20 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.35% | +0.07% | +0.49% | |
| 21 | SPGI | S&p Global Inc | Stock-Financials | 0.34% | -0.02% | +0.08% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.33% | +0.07% | +0.66% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-Other | 0.30% | +0.02% | -1.96% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | +0.02% | -14.33% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.28% | +0.02% | +2.20% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.27% | +0.07% | -4.89% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.25% | +0.12% | +22.40% | |
| 28 | HON | Honeywell International Inc | Stock-Industrials | 0.24% | -0.25% | EXIT | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.24% | -0.04% | -0.65% | |
| 30 | AMT | American Tower CORP | Stock-Real Estate | 0.23% | -0.02% | -33.29% | |
| 31 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.23% | +0.02% | +1.83% | |
| 32 | ROP | Roper Technologies Inc | Stock-Tech | 0.19% | -0.01% | -0.40% | |
| 33 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.19% | -0.01% | -0.52% | |
| 34 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.18% | +0.07% | +2.62% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.17% | — | -25.27% | |
| 36 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.17% | -0.01% | -12.68% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.17% | +0.01% | -2.74% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.17% | +0.05% | -7.83% | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.16% | -0.02% | -1.67% | |
| 40 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.16% | — | -0.78% | |
| 41 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.16% | -0.01% | -3.68% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.15% | -0.01% | -2.39% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.15% | +0.02% | -12.98% | |
| 44 | GVI | Ishares Intermediate Governm | ETF-Other | 0.15% | -0.01% | -6.83% | |
| 45 | DHR | Danaher CORP | Stock-Healthcare | 0.15% | +0.01% | -9.29% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | +0.02% | -3.15% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.14% | -0.01% | -0.08% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.01% | -12.76% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.14% | +0.02% | -1.93% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.13% | -0.01% | -10.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.1% | +3.36% | Add |
| 2 | SYK | Stryker CORP | +0.3% | -2.50% | Trim |
| 3 | MSFT | Microsoft CORP | +0.3% | -4.02% | Trim |
| 4 | NVDA | Nvidia CORP | +0.2% | -16.18% | Trim |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -0.53% | Trim |
| 6 | META | Meta Platforms Inc-class A | +0.1% | -3.12% | Trim |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +22.40% | Add |
| 8 | AVGO | Broadcom Inc | +0.1% | -4.89% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.1% | -4.75% | Trim |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | +9.23% | Add |
| 11 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.22% | Add |
| 12 | IVW | Ishares S&p 500 Growth ETF | 0% | +0.66% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.84% | Trim |
| 14 | IEMG | Ishares Core Msci Emerging | 0% | -1.85% | Trim |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | -4.66% | Trim |
| 16 | BKNG | Booking Holdings Inc | 0% | -0.78% | Trim |
| 17 | CP | Canadian Pacific Kansas City | 0% | +1.83% | Add |
| 18 | ORCL | Oracle CORP | 0% | -15.52% | Trim |
| 19 | NFLX | Netflix Inc | 0% | -5.59% | Trim |
| 20 | PLTR | Palantir Technologies Inc-a | 0% | -16.69% | Trim |
| 21 | TSLA | Tesla Inc | 0% | -3.15% | Trim |
| 22 | GOOG | Alphabet Inc-cl C | 0% | -7.62% | Trim |
| 23 | ICVT | Ishares Convertible Bond ETF | 0% | +0.49% | Add |
| 24 | EFA | Ishares Msci Eafe ETF | 0% | -1.78% | Trim |
| 25 | EEM | Ishares Msci Emerging Market | — | -6.89% | Trim |
| 26 | ADP | Automatic Data Processing | 0% | -23.03% | Trim |
| 27 | DHR | Danaher CORP | 0% | -9.29% | Trim |
| 28 | LOW | Lowe's Cos Inc | 0% | -33.15% | Trim |
| 29 | ISRG | Intuitive Surgical Inc | 0% | -23.30% | Trim |
| 30 | TMO | Thermo Fisher Scientific Inc | 0% | -16.19% | Trim |
| 31 | KO | Coca-cola Co/the | 0% | -13.73% | Trim |
| 32 | MCD | Mcdonald's CORP | 0% | -25.64% | Trim |
| 33 | PEP | Pepsico Inc | 0% | -14.11% | Trim |
| 34 | XOM | Exxon Mobil CORP | 0% | -13.99% | Trim |
| 35 | SUB | Ishares Short-term National | 0% | -28.62% | Trim |
| 36 | LLY | Eli Lilly & Co | 0% | -7.83% | Trim |
| 37 | GSY | Invesco Ultra Short Duration | 0% | -12.68% | Trim |
| 38 | HD | Home Depot Inc | 0% | -16.56% | Trim |
| 39 | MRK | Merck & Co. Inc. | 0% | -20.25% | Trim |
| 40 | JNJ | Johnson & Johnson | 0% | -8.70% | Trim |
| 41 | GUNR | Flexshares Global Upstream N | 0% | -60.06% | Trim |
| 42 | VEU | Vanguard Ftse All-world Ex-u | 0% | -25.27% | Trim |
| 43 | PG | Procter & Gamble Co/the | 0% | -10.75% | Trim |
| 44 | ABBV | Abbvie Inc | -0.1% | -12.98% | Trim |
| 45 | CVX | Chevron CORP | -0.1% | -35.48% | Trim |
| 46 | UNH | Unitedhealth Group Inc | -0.1% | -22.04% | Trim |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.74% | Trim |
| 48 | AMT | American Tower CORP | -0.1% | -33.29% | Trim |
| 49 | AAPL | Apple Inc | -0.3% | -7.47% | Trim |
| 50 | V | Visa Inc-class A Shares | -1.1% | -58.88% | Trim |
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 Q2 2025.
During Q2 2025, Greenleaf Trust's top holdings by market value included SYK (58.4%)、IVV (11.3%)、IEFA (2.0%). The largest single position, SYK, represented 58.4% of total portfolio value.
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Top Position Liquidated / Trimmed
SYK
前期市值: $6.4B
In Q2 2025, Greenleaf Trust made 50 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 43 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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