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CIK: 0001162170
Total reported value
$10.4B
$10.4B
804 檔
77.7%
The Q3 2025 SEC filing reveals that Greenleaf Trust held a total portfolio value of $10.4B, covering 804 public equity positions.
In Q3 2025, Greenleaf Trust adopted a defensive or profit-taking posture, trimming 42 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 77.7% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 804 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | Stock-Healthcare | 55.93% | -5.30% | -0.27% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.37% | +0.72% | -0.89% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.16% | +0.01% | -1.08% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.50% | +0.15% | -3.60% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.38% | — | -7.33% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.34% | +0.06% | -0.74% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.12% | -16.72% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | +0.11% | -4.05% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.80% | +0.06% | -1.37% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.76% | +0.09% | -6.87% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.12% | -9.82% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | +0.09% | +0.67% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.02% | -0.84% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.18% | -0.65% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | +0.02% | +3.22% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.55% | +0.10% | -1.56% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.06% | -1.74% | |
| 18 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.41% | +0.07% | +0.51% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.37% | +0.07% | -0.70% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.37% | +0.01% | -4.79% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.07% | +0.15% | |
| 22 | SPGI | S&p Global Inc | Stock-Financials | 0.33% | -0.02% | +0.91% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-Other | 0.33% | +0.02% | +2.71% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.32% | +0.12% | -0.05% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | +1.12% | +942.31% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.30% | +0.02% | -1.69% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | +0.02% | -16.32% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | +0.03% | -58.40% | |
| 29 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.23% | +0.02% | +4.63% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.21% | -0.04% | +0.07% | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 0.21% | -0.25% | EXIT | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | +0.02% | -1.13% | |
| 33 | AMT | American Tower CORP | Stock-Real Estate | 0.21% | -0.02% | +0.93% | |
| 34 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.20% | -0.01% | +16.13% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.19% | +0.07% | +4.00% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.18% | -0.01% | -1.19% | |
| 37 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.17% | -0.01% | -1.82% | |
| 38 | ROP | Roper Technologies Inc | Stock-Tech | 0.17% | -0.01% | +0.65% | |
| 39 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.17% | — | — | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.16% | -0.01% | -6.66% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.16% | +0.01% | +16.12% | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 0.15% | -0.02% | +1.90% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.15% | -0.01% | +2.13% | |
| 44 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.15% | — | -1.70% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.15% | — | -9.31% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.14% | +0.02% | -3.22% | |
| 47 | GVI | Ishares Intermediate Governm | ETF-Other | 0.14% | -0.01% | -7.91% | |
| 48 | DHR | Danaher CORP | Stock-Healthcare | 0.14% | +0.01% | -7.82% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.14% | +0.05% | -15.94% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | +0.01% | -6.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.2% | -0.89% | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +942.31% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | -1.08% | Trim |
| 4 | MSFT | Microsoft CORP | +0.3% | -7.33% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.65% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | -9.82% | Trim |
| 7 | NVDA | Nvidia CORP | +0.2% | -16.72% | Trim |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -0.05% | Add |
| 9 | AVGO | Broadcom Inc | +0.2% | +0.15% | Trim |
| 10 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -0.74% | Trim |
| 11 | META | Meta Platforms Inc-class A | +0.1% | -0.84% | Trim |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | -1.74% | Add |
| 13 | IEMG | Ishares Core Msci Emerging | +0.1% | -1.56% | Trim |
| 14 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -0.70% | Trim |
| 15 | TSLA | Tesla Inc | +0.1% | -1.13% | Trim |
| 16 | ICVT | Ishares Convertible Bond ETF | +0.1% | +0.51% | Add |
| 17 | IJR | Ishares Core S&p Small-cap E | +0.1% | -1.37% | Trim |
| 18 | ORCL | Oracle CORP | +0.1% | -9.31% | Trim |
| 19 | AMZN | Amazon.com Inc | +0.1% | -4.05% | Trim |
| 20 | EEM | Ishares Msci Emerging Market | 0% | -6.87% | Trim |
| 21 | AAPL | Apple Inc | 0% | -3.60% | Trim |
| 22 | PEP | Pepsico Inc | 0% | -13.20% | Trim |
| 23 | SUB | Ishares Short-term National | 0% | -9.85% | Trim |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | -22.22% | Trim |
| 25 | DHR | Danaher CORP | 0% | -7.82% | Trim |
| 26 | ADSK | Autodesk Inc | 0% | -56.47% | Trim |
| 27 | XOM | Exxon Mobil CORP | 0% | -6.77% | Trim |
| 28 | ROP | Roper Technologies Inc | 0% | +0.65% | Add |
| 29 | MCD | Mcdonald's CORP | 0% | -20.00% | Trim |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +3.22% | Add |
| 31 | APD | Air Products & Chemicals Inc | 0% | -70.07% | Trim |
| 32 | DE | Deere & Co | -0.1% | -48.58% | Trim |
| 33 | COST | Costco Wholesale CORP | -0.1% | -21.53% | Trim |
| 34 | UNH | Unitedhealth Group Inc | -0.1% | +3.34% | Trim |
| 35 | CVX | Chevron CORP | -0.1% | -14.73% | Trim |
| 36 | RTX | Rtx CORP | -0.1% | -40.84% | Trim |
| 37 | ABBV | Abbvie Inc | -0.1% | -30.70% | Trim |
| 38 | GUNR | Flexshares Global Upstream N | -0.1% | -61.77% | Trim |
| 39 | ADP | Automatic Data Processing | -0.1% | -42.27% | Trim |
| 40 | KO | Coca-cola Co/the | -0.1% | -36.42% | Trim |
| 41 | LLY | Eli Lilly & Co | -0.1% | -15.94% | Trim |
| 42 | ISRG | Intuitive Surgical Inc | -0.1% | -43.36% | Trim |
| 43 | PG | Procter & Gamble Co/the | -0.1% | -21.98% | Trim |
| 44 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -59.89% | Trim |
| 45 | AMT | American Tower CORP | -0.1% | +0.93% | Trim |
| 46 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -61.68% | Trim |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -58.40% | Trim |
| 48 | V | Visa Inc-class A Shares | -1.1% | +0.67% | Trim |
| 49 | SYK | Stryker CORP | -2.2% | -0.27% | Trim |
| 50 | VCLT | Vanguard Long-term CORP Bond | — | NEW | New buy |
According to official SEC Form 13F filings, Greenleaf Trust reported a total U.S. public equity portfolio value of $10.4B across 804 disclosed positions in Q3 2025.
During Q3 2025, Greenleaf Trust's top holdings by market value included SYK (55.9%)、IVV (12.4%)、IEFA (2.2%). The largest single position, SYK, represented 55.9% 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.
Top New Position Initiated
VCLT
市值: $18.4M
Top Position Liquidated / Trimmed
SYK
前期市值: $6.4B
In Q3 2025, Greenleaf Trust made 50 total portfolio adjustments, initiating 1 new buys, adding to 7 positions, trimming 42 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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