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CIK: 0001162170
Total reported value
$10.4B
$10.4B
816 檔
73.6%
As reported in its official Q4 2025 Form 13F filing, Greenleaf Trust's tracked investment portfolio stood at $10.4B with 816 total positions.
Greenleaf Trust executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 2 holdings and trimming 26 positions.
In terms of portfolio concentration, the top 5 core holdings (including SYK, IVV, SPYM) accounted for 73.6% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 816 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | Stock-Healthcare | 53.36% | -5.30% | -0.48% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.25% | +0.72% | -27.56% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.02% | +1.12% | +1166.70% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.85% | +0.01% | -17.19% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.60% | +0.15% | -1.34% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | — | -0.41% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.99% | +0.06% | -27.27% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | +0.12% | -1.46% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | +0.11% | -0.38% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +0.12% | -5.12% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.86% | +0.11% | — | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.18% | +0.32% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.76% | +0.09% | -2.96% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | +0.09% | +0.03% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.68% | +0.07% | +250.04% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.02% | -0.11% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | +0.02% | -1.26% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.61% | +0.06% | -25.51% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.55% | +0.10% | -1.74% | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.45% | +0.14% | +980.54% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.06% | -0.34% | |
| 22 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.43% | +0.12% | +1293.15% | |
| 23 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.41% | +0.07% | +0.80% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.38% | +0.01% | -1.63% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | +0.07% | -6.49% | |
| 26 | SPGI | S&p Global Inc | Stock-Financials | 0.36% | -0.02% | -0.05% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | +0.07% | +0.44% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.34% | +0.12% | -0.88% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-Other | 0.34% | +0.02% | +5.51% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.31% | +0.02% | +2.13% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | +0.02% | -2.44% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | +0.03% | -4.66% | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.24% | -0.04% | +0.49% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.23% | +0.08% | +1201.90% | |
| 35 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.23% | +0.02% | +0.65% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | +0.02% | +4.42% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.05% | +2.30% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.20% | -0.01% | -0.36% | |
| 39 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.20% | -0.01% | -2.74% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.19% | -0.25% | EXIT | |
| 41 | AMT | American Tower CORP | Stock-Real Estate | 0.18% | -0.02% | -4.07% | |
| 42 | DHR | Danaher CORP | Stock-Healthcare | 0.17% | +0.01% | +5.81% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.16% | -0.01% | -5.00% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | +0.01% | -0.32% | |
| 45 | ROP | Roper Technologies Inc | Stock-Tech | 0.15% | -0.01% | +1.08% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.15% | -0.01% | -2.74% | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.15% | +0.02% | -1.02% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.15% | -0.02% | -4.23% | |
| 49 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.15% | -0.01% | -2.24% | |
| 50 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.14% | — | -2.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +3.7% | +1166.70% | Add |
| 2 | IEF | Ishares 7-10 Year Treasury B | +0.5% | +250.04% | Add |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.4% | +980.54% | Add |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.4% | +1293.15% | Add |
| 5 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.2% | +1201.90% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.32% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -5.12% | Trim |
| 8 | AAPL | Apple Inc | +0.1% | -1.34% | Trim |
| 9 | LLY | Eli Lilly & Co | +0.1% | +2.30% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | -0.38% | Trim |
| 11 | MU | Micron Technology Inc | 0% | +1.24% | Add |
| 12 | DHR | Danaher CORP | 0% | +5.81% | Add |
| 13 | DG | Dollar General CORP | 0% | -2.11% | Trim |
| 14 | CRM | Salesforce Inc | 0% | +0.49% | Add |
| 15 | SPGI | S&p Global Inc | 0% | -0.05% | Trim |
| 16 | V | Visa Inc-class A Shares | 0% | +0.03% | Add |
| 17 | AVGO | Broadcom Inc | 0% | +0.44% | Add |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 0% | -0.88% | Trim |
| 19 | AMD | Advanced Micro Devices | 0% | +3.95% | Add |
| 20 | LRCX | Lam Research CORP | 0% | +0.74% | Add |
| 21 | JNJ | Johnson & Johnson | 0% | -0.32% | Trim |
| 22 | CAT | Caterpillar Inc | 0% | +2.48% | Add |
| 23 | MRK | Merck & Co. Inc. | 0% | +0.54% | Add |
| 24 | IVE | Ishares S&p 500 Value ETF | 0% | +2.13% | Add |
| 25 | AMAT | Applied Materials Inc | 0% | +0.36% | Add |
| 26 | PYPL | Paypal Holdings Inc | 0% | -2.47% | Trim |
| 27 | IVW | Ishares S&p 500 Growth ETF | 0% | -6.49% | Trim |
| 28 | NVDA | Nvidia CORP | 0% | -1.46% | Trim |
| 29 | PG | Procter & Gamble Co/the | 0% | -7.78% | Trim |
| 30 | GVI | Ishares Intermediate Governm | 0% | -9.92% | Trim |
| 31 | MDLZ | Mondelez International Inc-a | 0% | -2.24% | Trim |
| 32 | ABT | Abbott Laboratories | 0% | -15.49% | Trim |
| 33 | SUB | Ishares Short-term National | 0% | -25.66% | Trim |
| 34 | HON | Honeywell International Inc | 0% | -0.63% | Trim |
| 35 | ROP | Roper Technologies Inc | 0% | +1.08% | Add |
| 36 | VEU | Vanguard Ftse All-world Ex-u | 0% | -46.29% | Trim |
| 37 | HD | Home Depot Inc | 0% | -4.18% | Trim |
| 38 | AMT | American Tower CORP | 0% | -4.07% | Trim |
| 39 | NFLX | Netflix Inc | 0% | +871.19% | Add |
| 40 | ORCL | Oracle CORP | -0.1% | +0.80% | Add |
| 41 | META | Meta Platforms Inc-class A | -0.1% | -0.11% | Trim |
| 42 | MSFT | Microsoft CORP | -0.1% | -0.41% | Trim |
| 43 | IJR | Ishares Core S&p Small-cap E | -0.2% | -25.51% | Trim |
| 44 | IEFA | Ishares Core Msci Eafe ETF | -0.3% | -17.19% | Trim |
| 45 | IJH | Ishares Core S&p Midcap ETF | -0.4% | -27.27% | Trim |
| 46 | SYK | Stryker CORP | -2.6% | -0.48% | Trim |
| 47 | IVV | Ishares Core S&p 500 ETF | -3.1% | -27.56% | Trim |
| 48 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 49 | VCLT | Vanguard Long-term CORP Bond | — | EXIT | Sold out |
| 50 | GJB | Steelcase Inc-cl A | — | EXIT | Sold out |
According to official SEC Form 13F filings, Greenleaf Trust reported a total U.S. public equity portfolio value of $10.4B across 816 disclosed positions in Q4 2025.
During Q4 2025, Greenleaf Trust's top holdings by market value included SYK (53.4%)、IVV (9.3%)、SPYM (4.0%). The largest single position, SYK, represented 53.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
JAAA
市值: $93.5M
Top Position Liquidated / Trimmed
VCLT
前期市值: $18.4M
In Q4 2025, Greenleaf Trust made 50 total portfolio adjustments, initiating 1 new buys, adding to 21 positions, trimming 26 holdings, and fully liquidating 2 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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