account_balance

Investment manager · 13F filer · SEC CIK 1162170

Greenleaf Trust

Reported value$9.76Bas of Sep 30, 2026
Positions836 41 new, 72 sold out
Top 10 weight70.2%SYK alone is 43%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SYK Stryker Corporation 42.8% Held
IVV iShares Core S&P 500 Index 10.1% Trimmed −4%
SPYM State Street SPDR Portfolio S& 6.8% Added +6%
AAPL Apple Inc 2.1% Trimmed −3%
IEFA iShares Core MSCI EAFE ETF 2.0% Trimmed −3%
MSFT Microsoft Corporation 1.5% Trimmed −2%
JAAA Janus Henderson AAA CLO ETF 1.4% Added +8%
NVDA Nvidia Corp 1.3% Trimmed −5%AMZN Amazon.com Inc 1.2% Trimmed −2%
IJH iShares Core S&P Midcap 400 In 1.1% Trimmed −3%
IEF iShares 7-10 Year Treasury Bon 1.0% Added +7%
GOOGL Alphabet Inc. Cl A 1.0% Trimmed −5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 21, 2026 filing
add_circleNew
arrow_upwardAdded
  • Berkshire Hathaway Inc Del Cl +100%
  • JPM +20%
  • JAAA +8%
  • IEF +7%
arrow_downwardTrimmed
  • PFF −48%
  • EEM −9%
  • SPY −8%
  • AMD −8%
remove_circleSold out
  • XOM $15M
  • QDEF $1.33M
  • EA $1.23M
  • JHG $486K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K).

This is data, not investment advice. About StockToast