GREENLEAF TRUST portfolio
Managed by . 804 reported positions worth $10.2B as of 2026-03-31, filed with the SEC on 2026-04-27. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 27 days old on 2026-04-27, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| SHV | iShares Short Treasury Bond ET | $7.5M | 67,543 | 0.07% |
| VRT | VERTIV HOLDINGS CO COM CL A | $452,297 | 1,805 | 0.00% |
| LYB | LyondellBassel Industries- CL | $432,768 | 5,372 | 0.00% |
| VXUS | Vanguard Total International S | $409,608 | 5,312 | 0.00% |
| CVE | Cenovus Energy Inc | $356,908 | 13,453 | 0.00% |
| INGR | Ingredion Inc | $318,941 | 2,831 | 0.00% |
| TPL | Texas Pacific Land Corporation | $308,939 | 651 | 0.00% |
| TRMB | Trimble Navagation Ltd | $308,929 | 4,736 | 0.00% |
| DT | Dynatrace Inc | $303,347 | 8,203 | 0.00% |
| USFD | Us Foods Holding Corp | $289,540 | 3,140 | 0.00% |
| MRNA | Moderna Inc | $288,341 | 5,676 | 0.00% |
| DVA | Davita Inc | $269,726 | 1,755 | 0.00% |
| SEIC | SEI Investments | $268,524 | 3,422 | 0.00% |
| PKX | Posco Holdings Inc ADR | $260,339 | 4,451 | 0.00% |
| FSLY | Fastly Inc | $259,244 | 8,921 | 0.00% |
| MBWM | Mercantile Bank Corp | $253,107 | 5,012 | 0.00% |
| AKAM | Akamai Technologies Incorporat | $251,981 | 2,194 | 0.00% |
| FORM | Formfactor Inc | $249,555 | 2,573 | 0.00% |
| TROW | T Rowe Price Group Inc | $243,738 | 2,704 | 0.00% |
| CAE | CAE Inc | $243,698 | 9,355 | 0.00% |
| EQNR | Equinor Asa ADR | $237,881 | 5,637 | 0.00% |
| CE | Celanese Corp Del Ser A | $232,694 | 3,538 | 0.00% |
| EXR | Extra Space Storage Inc | $231,444 | 1,765 | 0.00% |
| CWEN | Clearway Energy Inc | $230,200 | 5,859 | 0.00% |
| DDOG | Datadog Inc Class A | $227,482 | 1,927 | 0.00% |
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | AstraZeneca PLC ADR | $2.4M | 25,769 | 0.00% |
| ALNY | Alnylam Pharmaceuticals Inc | $1.1M | 2,733 | 0.00% |
| HNI | HNI Corp | $986,334 | 23,462 | 0.00% |
| TRI4EUR | Thomson Reuters Corp | $966,358 | 7,327 | 0.00% |
| AER | AerCap Holdings NV | $944,503 | 6,570 | 0.00% |
| CYBR | Cyberark Software Ltd | $858,220 | 1,924 | 0.00% |
| GFI | Gold Fields LTD New ADR | $840,455 | 19,250 | 0.00% |
| CMA | Comerica Inc | $682,661 | 7,853 | 0.00% |
| ZBRA | Zebra Technologies Corp Cl A | $547,316 | 2,254 | 0.00% |
| IDCC | Interdigital Inc | $493,489 | 1,550 | 0.00% |
| MKC | Mc Cormick & Co | $394,016 | 5,785 | 0.00% |
| SMCI | Super Micro Computer Inc. | $392,218 | 13,400 | 0.00% |
| VBK | Vanguard Small Cap Growth ETF | $341,384 | 1,130 | 0.00% |
| AMCR | Amcor Plc | $334,967 | 40,164 | 0.00% |
| FDS | FactSet | $329,076 | 1,134 | 0.00% |
| CAG | ConAgra Foods Inc | $326,951 | 18,888 | 0.00% |
| TKO | TKO Group Holdings Inc | $318,516 | 1,524 | 0.00% |
| SYU1 | Synovus Finl Corp | $317,367 | 6,341 | 0.00% |
| EQR | Equity Residential | $314,507 | 4,989 | 0.00% |
| VOE | Vanguard Index Tr Mid Cap Valu | $313,768 | 1,769 | 0.00% |
| FSV | Firstservice Corp New | $301,884 | 1,941 | 0.00% |
| IMO | Imperial Oil Ltd ADR | $298,892 | 3,463 | 0.00% |
| MOH | Molina Healthcare Inc | $292,241 | 1,684 | 0.00% |
| MAA | Mid- America Apartment Communi | $292,128 | 2,103 | 0.00% |
| MORN | Morningstar Inc | $291,195 | 1,340 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S& | $489.6M | 6,396,243 | 4.81% | +17% |
| JAAA | Janus Henderson AAA CLO ETF | $113.3M | 2,249,815 | 1.11% | +22% |
| IEF | iShares 7-10 Year Treasury Bon | $91.6M | 959,941 | 0.90% | +25% |
| BRK/B | Berkshire Hathaway Cl B | $67.3M | 140,431 | 0.66% | +2% |
| SPDW | State Street SPDR Portfolio De | $64.6M | 1,414,453 | 0.63% | +27% |
| IEMG | iShares Core MSCI Emerging Mar | $63.3M | 907,404 | 0.62% | +1% |
| SPMD | State Street SPDR S&P 400 Mid | $53.4M | 901,608 | 0.52% | +13% |
| PFF | iShares Preferred & Income Sec | $37.9M | 1,250,261 | 0.37% | +3% |
| AVGO | Broadcom Inc | $35.2M | 113,610 | 0.35% | +2% |
| SPGI | S&P Global Inc | $32.1M | 75,579 | 0.32% | +1% |
| SPSM | State Street SPDR S&P 600 Smal | $29.6M | 613,136 | 0.29% | +14% |
| CP | Canadian Pacific Kansas City L | $27.5M | 349,308 | 0.27% | +2% |
| SPY | State Street SPDR S&P 500 Trus | $27.3M | 42,016 | 0.27% | +1% |
| HONGBP | Honeywell International Inc | $24.9M | 110,361 | 0.25% | +2% |
| JNJ | Johnson & Johnson | $20.8M | 85,086 | 0.20% | +2% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| PYPL | Paypal Holdings Inc | $947,885 | 20,957 | 0.01% | -89% |
| BBVA | Banco Bilbao Vizcaya Agentaria | $257,386 | 11,883 | 0.00% | -86% |
| TME | Tencent Music Entmt Group ADR | $94,842 | 10,220 | 0.00% | -83% |
| RACE | Ferrari NV | $209,162 | 618 | 0.00% | -62% |
| WIT | Wipro Ltd ADR | $85,640 | 40,396 | 0.00% | -60% |
| GSY | Invesco Ultra Short Duration E | $8.8M | 175,421 | 0.09% | -59% |
| IBN | Icici Bank LTD ADR | $571,043 | 22,048 | 0.01% | -45% |
| SAP | SAP SE Sponsored ADR | $530,066 | 3,096 | 0.01% | -44% |
| SQM | Sociedad Quimica Y Minera De C | $373,457 | 4,614 | 0.00% | -44% |
| CNO | CNO Finl Group Inc | $356,113 | 8,673 | 0.00% | -44% |
| B | Barrick Mining Corp | $625,229 | 15,328 | 0.01% | -41% |
| CIEN | Ciena Corp | $1.3M | 3,461 | 0.01% | -39% |
| UBS | UBS Group Ag | $1.2M | 31,046 | 0.01% | -36% |
| VRSK | Verisk Analytics Inc | $1.5M | 7,796 | 0.01% | -35% |
| ULTA | Ulta Salon Cosmetics & Fragran | $343,421 | 657 | 0.00% | -34% |
Largest 150 of 804 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| SYK | Stryker Corporation | $5.2B | 15,938,070 | 51.45% | — |
| IVV | iShares Core S&P 500 Index | $912.8M | 1,397,421 | 8.97% | — |
| SPYM | State Street SPDR Portfolio S& | $489.6M | 6,396,243 | 4.81% | — |
| IEFA | iShares Core MSCI EAFE ETF | $193.5M | 2,137,042 | 1.90% | — |
| AAPL | Apple Inc | $161.9M | 638,089 | 1.59% | — |
| JAAA | Janus Henderson AAA CLO ETF | $113.3M | 2,249,815 | 1.11% | — |
| MSFT | Microsoft Corporation | $108.0M | 291,815 | 1.06% | — |
| IJH | iShares Core S&P Midcap 400 In | $105.7M | 1,565,305 | 1.04% | — |
| NVDA | Nvidia Corp | $98.7M | 565,981 | 0.97% | — |
| AMZN | Amazon.com Inc | $97.1M | 466,046 | 0.95% | — |
| IEF | iShares 7-10 Year Treasury Bon | $91.6M | 959,941 | 0.90% | — |
| GOOG | Alphabet Inc. Cl C | $89.1M | 310,756 | 0.88% | — |
| EEM | iShares MSCI Emerging Index Fu | $83.4M | 1,468,461 | 0.82% | — |
| GOOGL | Alphabet Inc. Cl A | $83.2M | 289,367 | 0.82% | — |
| V | Visa Inc - Class A | $71.0M | 234,965 | 0.70% | — |
| BRK/B | Berkshire Hathaway Cl B | $67.3M | 140,431 | 0.66% | — |
| IJR | iShares Core S&P Smallcap 600 | $65.0M | 522,704 | 0.64% | — |
| SPDW | State Street SPDR Portfolio De | $64.6M | 1,414,453 | 0.63% | — |
| IEMG | iShares Core MSCI Emerging Mar | $63.3M | 907,404 | 0.62% | — |
| META | Meta Platforms Inc. Cl A | $61.3M | 107,213 | 0.60% | — |
| SPMD | State Street SPDR S&P 400 Mid | $53.4M | 901,608 | 0.52% | — |
| VOO | Vanguard S&P 500 ETF | $46.6M | 78,042 | 0.46% | — |
| ICVT | iShares Convertible Bond ETF | $45.6M | 448,320 | 0.45% | — |
| EFA | iShares MSCI EAFE ETF | $41.3M | 425,162 | 0.41% | — |
| TSM | Taiwan Semiconductor Mfg Co AD | $39.2M | 115,991 | 0.39% | — |
| PFF | iShares Preferred & Income Sec | $37.9M | 1,250,261 | 0.37% | — |
| AVGO | Broadcom Inc | $35.2M | 113,610 | 0.35% | — |
| IVW | Ishares S&P 500 Growth Index F | $34.9M | 308,124 | 0.34% | — |
| IVE | Ishares S&P 500 Value ETF | $32.9M | 156,003 | 0.32% | — |
| SPGI | S&P Global Inc | $32.1M | 75,579 | 0.32% | — |
| SPSM | State Street SPDR S&P 600 Smal | $29.6M | 613,136 | 0.29% | — |
| CP | Canadian Pacific Kansas City L | $27.5M | 349,308 | 0.27% | — |
| SPY | State Street SPDR S&P 500 Trus | $27.3M | 42,016 | 0.27% | — |
| JPM | J P Morgan Chase & Co | $26.6M | 90,465 | 0.26% | — |
| HONGBP | Honeywell International Inc | $24.9M | 110,361 | 0.25% | — |
| JNJ | Johnson & Johnson | $20.8M | 85,086 | 0.20% | — |
| TSLA | Tesla Mtrs Inc | $19.6M | 52,841 | 0.19% | — |
| CRM | Salesforce, Inc. | $19.3M | 103,183 | 0.19% | — |
| AMT | American Tower Corporation | $19.1M | 110,518 | 0.19% | — |
| LLY | Lilly Eli & Co | $18.9M | 20,522 | 0.19% | — |
| EXMOC | Exxon Mobil Corp | $18.5M | 109,098 | 0.18% | — |
| EFV | Ishares MSCI EAFE Value ETF | $17.8M | 239,563 | 0.17% | — |
| MDLZ | Mondelez International Inc Cl | $17.1M | 297,274 | 0.17% | — |
| DHR | Danaher Corporation | $15.7M | 82,985 | 0.15% | — |
| WMT | Wal-Mart Stores Inc | $15.6M | 125,749 | 0.15% | — |
| TJX | TJX Companies, Inc | $15.5M | 97,047 | 0.15% | — |
| ITOT | Ishares Core S&P Total US | $15.4M | 107,910 | 0.15% | — |
| HD | Home Depot Inc | $14.6M | 44,275 | 0.14% | — |
| ROP | Roper Technologies Inc. | $14.0M | 39,681 | 0.14% | — |
| MA | Mastercard Inc CL A | $13.8M | 27,589 | 0.14% | — |
| GVI | iShares Intermediate Gov/Credi | $13.5M | 126,503 | 0.13% | — |
| ABBV | AbbVie Inc | $13.0M | 59,738 | 0.13% | — |
| EFG | iShares MSCI EAFE Growth ETF | $12.9M | 115,799 | 0.13% | — |
| BKNG | Booking Holdings Inc | $12.2M | 2,909 | 0.12% | — |
| COST | Costco Wholesale Corp | $12.2M | 12,280 | 0.12% | — |
| DG | Dollar General Corp | $12.1M | 101,709 | 0.12% | — |
| CAT | Caterpillar Inc | $11.3M | 15,961 | 0.11% | — |
| ADBE | Adobe Systems Inc | $11.1M | 45,842 | 0.11% | — |
| RSP | Invesco S&P 500 Equal Weight | $11.1M | 57,932 | 0.11% | — |
| LRCX | Lam Research Corp | $11.0M | 51,474 | 0.11% | — |
| SDY | State Street SPDR S&P Dividend | $10.6M | 72,680 | 0.10% | — |
| BRK/A | Berkshire Hathaway Inc Del Cl | $10.1M | 14 | 0.10% | — |
| PG | Procter & Gamble Co | $10.0M | 69,049 | 0.10% | — |
| CSCO | Cisco Sys Inc | $9.9M | 127,606 | 0.10% | — |
| PEP | Pepsico Inc | $9.8M | 63,158 | 0.10% | — |
| MRK | Merck & Co Inc | $9.5M | 78,684 | 0.09% | — |
| NEE | NextEra Energy Inc | $9.2M | 99,546 | 0.09% | — |
| AMAT | Applied Materials Inc | $9.2M | 26,918 | 0.09% | — |
| GSY | Invesco Ultra Short Duration E | $8.8M | 175,421 | 0.09% | — |
| ORCL | Oracle Corp | $8.6M | 58,261 | 0.08% | — |
| RTX | RTX Corporation | $8.6M | 44,358 | 0.08% | — |
| NFLX | Netflix Inc | $8.3M | 86,492 | 0.08% | — |
| VTI | Vanguard Total Stock Market Fu | $8.0M | 24,859 | 0.08% | — |
| MU | Micron Technology | $7.7M | 22,744 | 0.08% | — |
| BAC | Bank Amer Corp | $7.5M | 153,166 | 0.07% | — |
| SHV | iShares Short Treasury Bond ET | $7.5M | 67,543 | 0.07% | — |
| KO | Coca Cola Co | $7.4M | 97,070 | 0.07% | — |
| CPRT | Copart Inc | $7.2M | 218,297 | 0.07% | — |
| IJK | Ishares S&P Midcap 400 Growth | $7.2M | 71,845 | 0.07% | — |
| AMD | Advanced Micro Devices Inc | $7.2M | 35,299 | 0.07% | — |
| GS | Goldman Sachs Group Inc | $7.0M | 8,295 | 0.07% | — |
| HBAN | Huntington Bancshares Inc | $6.9M | 438,745 | 0.07% | — |
| PFE | Pfizer Inc | $6.8M | 241,278 | 0.07% | — |
| NKE | Nike Inc Cl B | $6.8M | 127,913 | 0.07% | — |
| CVX | Chevron Corp Com | $6.8M | 32,649 | 0.07% | — |
| ETN | Eaton Corp PLC ADR | $6.7M | 18,630 | 0.07% | — |
| APH | Amphenol Corporation CL A | $6.4M | 51,037 | 0.06% | — |
| IJJ | Ishares Tr S & P Midcap Value | $6.4M | 48,633 | 0.06% | — |
| ABT | Abbott Labs | $6.4M | 62,093 | 0.06% | — |
| GE | GE Aerospace | $6.4M | 22,445 | 0.06% | — |
| MCD | McDonald's Corp | $6.3M | 20,349 | 0.06% | — |
| MCK | McKesson HBOC Inc | $6.2M | 7,172 | 0.06% | — |
| PM | Philip Morris International In | $6.1M | 36,865 | 0.06% | — |
| WFC | Wells Fargo & Co | $5.9M | 73,645 | 0.06% | — |
| KLAC | Kla-Tencor Corporation | $5.8M | 3,936 | 0.06% | — |
| AMGN | Amgen Inc | $5.6M | 16,055 | 0.06% | — |
| PLTR | Palantir Technologies Inc Cl A | $5.4M | 37,201 | 0.05% | — |
| TMO | Thermo Fischer Scientific Inc | $5.4M | 10,899 | 0.05% | — |
| TXN | Texas Instruments Inc | $5.3M | 27,347 | 0.05% | — |
| SUB | iShares Short Term National AM | $5.3M | 49,788 | 0.05% | — |
| LMT | Lockheed Martin Corp | $5.2M | 8,590 | 0.05% | — |
| AXP | American Express | $5.1M | 16,702 | 0.05% | — |
| IBM | IBM Corp | $5.0M | 20,475 | 0.05% | — |
| CME | CME Group Inc Com | $4.9M | 16,494 | 0.05% | — |
| GEV | GE Vernova Inc | $4.8M | 5,550 | 0.05% | — |
| SCHW | Schwab Charles Corp | $4.7M | 50,306 | 0.05% | — |
| LIN | Linde PLC | $4.7M | 9,415 | 0.05% | — |
| MS | Morgan Stanley | $4.6M | 28,243 | 0.05% | — |
| CB | Chubb Limited | $4.6M | 14,034 | 0.04% | — |
| LITE | Lumentum Hldgs Inc | $4.5M | 6,407 | 0.04% | — |
| UNH | UnitedHealth Group Inc | $4.4M | 16,239 | 0.04% | — |
| ISRG | Intuitive Surgical Inc | $4.4M | 9,457 | 0.04% | — |
| T | AT&T Inc | $4.2M | 146,320 | 0.04% | — |
| VEU | Vanguard FTSE All-World ex-US | $4.2M | 56,085 | 0.04% | — |
| MUB | iShares National Muni Bond ETF | $4.2M | 39,148 | 0.04% | — |
| IJT | Ishares S&P Smallcap 600 Growt | $4.1M | 28,359 | 0.04% | — |
| ACN | Accenture Plc Shs Cl A ADR | $4.1M | 20,636 | 0.04% | — |
| IJS | Ishares Tr S & P Smallcap Valu | $4.1M | 34,206 | 0.04% | — |
| QCOM | Qualcomm Inc | $4.0M | 31,268 | 0.04% | — |
| ADI | Analog Devices Inc | $3.9M | 12,298 | 0.04% | — |
| FAST | Fastenal Co | $3.9M | 83,635 | 0.04% | — |
| DTH | WisdomTree International High | $3.9M | 71,389 | 0.04% | — |
| VZ | Verizon Communications | $3.8M | 76,188 | 0.04% | — |
| ECL | Ecolab Inc | $3.7M | 14,009 | 0.04% | — |
| INTU | Intuit Inc | $3.7M | 8,490 | 0.04% | — |
| LOW | Lowes Companies Inc | $3.6M | 15,157 | 0.04% | — |
| INTC | Intel Corp | $3.5M | 80,376 | 0.03% | — |
| GILD | Gilead Sciences Inc | $3.5M | 25,148 | 0.03% | — |
| FITB | Fifth Third Bancorp | $3.5M | 75,397 | 0.03% | — |
| MDY | State Street SPDR S&P Midcap 4 | $3.5M | 5,665 | 0.03% | — |
| IWM | Ishares Russell 2000 ETF | $3.5M | 14,081 | 0.03% | — |
| SHW | Sherwin-Williams Company | $3.4M | 10,731 | 0.03% | — |
| WM | Waste Management Inc | $3.4M | 14,771 | 0.03% | — |
| UNP | Union Pacific Corp | $3.4M | 13,927 | 0.03% | — |
| BNY | Bank of New York Mellon Corp | $3.4M | 28,463 | 0.03% | — |
| CL | Colgate-Palmolive Co | $3.3M | 39,126 | 0.03% | — |
| CMI | Cummins Inc | $3.3M | 6,149 | 0.03% | — |
| VUG | Vanguard Growth MFC | $3.3M | 7,463 | 0.03% | — |
| IWF | Ishares Russell 1000 Growth ET | $3.2M | 7,538 | 0.03% | — |
| DIS | Walt Disney Co | $3.2M | 33,207 | 0.03% | — |
| EMR | Emerson Electric Co | $3.2M | 24,413 | 0.03% | — |
| ASML | ASML Holding NV ADR | $3.2M | 2,399 | 0.03% | — |
| VEA | Vanguard Developed Markets Ind | $3.1M | 48,956 | 0.03% | — |
| IWR | Ishares Tr Russell Midcap ETF | $3.1M | 31,822 | 0.03% | — |
| DE | Deere & Co | $3.1M | 5,471 | 0.03% | — |
| ROK | Rockwell Automation Inc | $3.1M | 8,530 | 0.03% | — |
| COP | ConocoPhillips | $3.0M | 23,071 | 0.03% | — |
| ANET | Arista Networks Inc | $3.0M | 24,595 | 0.03% | — |
| ADP | Automatic Data Processing | $3.0M | 14,809 | 0.03% | — |
| HLT | Hilton Worldwide Hldgs Inc | $3.0M | 9,856 | 0.03% | — |
This table is the 150 largest positions by value, out of 804 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by GREENLEAF TRUST (CIK 1162170, accession 0001162170-26-000005). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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