Greenleaf Trust

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Greenleaf Trust reported 867 stock positions worth $10.4 billion. Its top holding was Stryker (SYK) at 46.2% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 9.7%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 5.9%). Compared with Q1 2026, it opened 105 new positions, sold out of 43, added to 328 and reduced 393. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +10%) and the biggest sale Stryker (SYK, shares −4%).

Most Recent 13F
Q2 2026
Location
KALAMAZOO, MI
CIK
0001162170
Portfolio Value
$10.4B (Q2 2026)
SEC Filing
0001162170-26-000006 ↗ filed Jul 21, 2026

Holdings Value

0$5.0B$10.0B$15.0B Q1 2024: $10.8B Q1 2024 Q2 2024: $10.5B Q2 2024 Q3 2024: $11.2B Q3 2024 Q4 2024: $11.0B Q4 2024 Q1 2025: $11.0B Q1 2025 Q2 2025: $11.3B Q2 2025 Q3 2025: $11.0B Q3 2025 Q4 2025: $10.9B Q4 2025 Q1 2026: $10.2B Q1 2026 Q2 2026: $10.4B $10.4B Q2 2026

Holdings 867 stocks · $10.4B

SYK Stryker Corp. 46.15% 15,228,545 $4.8B Reduce -4.5%
IVV iShares Core S&P 500 ETF 9.69% 1,344,843 $1.0B Reduce -3.8%
SPYM Ste STR SPDR PT S&P 500 ETF 5.93% 7,005,466 $615.6M Add +9.5%
IEFA iShares Core MSCI Eafe ETF 1.91% 2,056,736 $198.6M Reduce -3.8%
AAPL Apple Inc. 1.74% 625,953 $181.1M Reduce -1.9%
JAAA Janus Henderson Aaa Clo ETF 1.22% 2,501,173 $126.3M Add +11.2%
IJH iShares Core S&P Midcap ETF 1.10% 1,484,086 $114.4M Reduce -5.2%
NVDA Nvidia Corp. 1.09% 564,303 $112.9M Reduce -0.3%
MSFT Microsoft Corp. 1.06% 296,267 $110.5M Add +1.5%
AMZN Amazon.com Inc. 1.06% 461,920 $110.1M Reduce -0.9%
GOOGL Alphabet Inc. Class A 1.00% 292,090 $104.4M Add +0.9%
GOOG Alphabet Inc. Class C 1.00% 292,794 $103.5M Reduce -5.8%
IEF iShares 7-10 Year Treasury B 0.97% 1,064,492 $100.7M Add +10.9%
EEM iShares MSCI Emerging Market 0.91% 1,379,059 $94.3M Reduce -6.1%
V Visa Inc. Class A 0.79% 239,919 $82.3M Add +2.1%
SPDW Ste STR SPDR PT DW Eu ETF 0.77% 1,578,868 $79.6M Add +11.6%
IEMG iShares Core MSCI Emerging 0.72% 898,286 $74.4M Reduce -1.0%
IJR iShares Core S&P Small-Cap E 0.70% 491,167 $72.8M Reduce -6.0%
BRK.B Berkshire Hathaway Inc. Class B 0.68% 141,687 $70.9M Add +0.9%
SPMD SS SPDR P S&P 400 Midcap ETF 0.64% 984,218 $66.5M Add +9.2%
META Meta Platforms Inc. Class A 0.58% 106,870 $60.2M Reduce -0.3%
ICVT iShares Convertible Bond ETF 0.52% 444,077 $54.1M Reduce -0.9%
VOO Vanguard S&P 500 ETF 0.52% 78,178 $53.7M Add +0.2%
TSM Taiwan Semiconductor-SP ADR 0.51% 110,378 $52.7M Reduce -4.8%
AVGO Broadcom Inc. 0.42% 114,951 $43.4M Add +1.2%
EFA iShares MSCI Eafe ETF 0.42% 416,146 $43.2M Reduce -2.1%
IVW iShares S&P 500 Growth ETF 0.41% 311,771 $42.9M Add +1.2%
PFF iShares Preferred & Income S 0.39% 1,319,393 $40.2M Add +5.5%
SPSM SS SPDR P S&P 600 Small Cap 0.37% 668,396 $38.5M Add +9.0%
IVE iShares S&P 500 Value ETF 0.34% 154,507 $35.1M Reduce -1.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.30% 42,398 $31.7M Add +0.9%
SPGI S&P Global Inc. 0.30% 76,465 $31.1M Add +1.2%
CP Canadian Pacific Kansas City 0.29% 347,844 $30.1M Reduce -0.4%
JPM JPMorgan Chase & Co. 0.28% 90,431 $29.6M Reduce -0.0%
MU Micron Technology Inc. 0.26% 23,782 $27.5M Add +4.6%
LLY Eli Lilly & Co. 0.24% 21,113 $25.3M Add +2.9%
LRCX Lam Research Corp. 0.22% 51,866 $22.5M Add +0.8%
JNJ Johnson & Johnson 0.21% 86,071 $21.9M Add +1.2%
AMD Advanced Micro Devices 0.21% 37,115 $21.6M Add +5.1%
TSLA Tesla Inc. 0.21% 50,990 $21.4M Reduce -3.5%
AMAT Applied Materials Inc. 0.19% 27,359 $19.8M Add +1.6%
AMT American Tower Corp. 0.17% 110,624 $18.1M Add +0.1%
EFV iShares MSCI Eafe Value ETF 0.17% 234,257 $17.9M Reduce -2.2%
ITOT iShares Core S&P Total U.S. 0.17% 108,349 $17.8M Add +0.4%
CAT Caterpillar Inc. 0.17% 16,415 $17.5M Add +2.8%
MDLZ Mondelez International Inc. Class A 0.16% 291,982 $16.9M Reduce -1.8%
DHR Danaher Corp. 0.16% 84,883 $16.2M Add +2.3%
CRM Salesforce Inc. 0.15% 102,678 $16.1M Reduce -0.5%
HD Home Depot Inc. 0.15% 44,603 $15.7M Add +0.7%
ABBV Abbvie Inc. 0.15% 60,700 $15.3M Add +1.6%
CSCO Cisco Systems Inc. 0.15% 129,372 $15.2M Add +1.4%
XOM Exxon Mobil Corp. 0.14% 109,525 $15.0M Add +0.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.14% 94,934 $14.4M Reduce -2.2%
EFG iShares MSCI Eafe Growth ETF 0.14% 113,777 $14.2M Reduce -1.8%
ROP Roper Technologies Inc. 0.13% 41,019 $13.9M Add +3.4%
MA Mastercard Inc. Class A 0.13% 26,384 $13.6M Reduce -4.4%
WMT Walmart Inc. 0.13% 116,166 $13.2M Reduce -7.6%
GVI iShares Intermediate Governm 0.12% 119,739 $12.7M Reduce -5.3%
BKNG Booking Holdings Inc. 0.12% 70,820 $12.6M Reduce -2.6%
INTC Intel Corp. 0.12% 90,036 $12.6M Add +12.0%
RSP Invesco S&P 500 Equal Weight 0.12% 57,907 $12.3M Reduce -0.0%
HON Honeywell International Inc. 0.11% 52,393 $11.7M Reduce -5.0%
KLAC KLA Corp. 0.11% 38,799 $11.7M Reduce -1.4%
DG Dollar General Corp. 0.11% 100,426 $11.6M Reduce -1.3%
COST Costco Wholesale Corp. 0.11% 11,766 $11.0M Reduce -4.2%
SDY SS SPDR S&P Dividend ETF 0.10% 71,486 $10.9M Reduce -1.6%
BRK.A Berkshire Hathaway Inc. Class A 0.10% 14 $10.5M No change
MRK Merck & Co. Inc. 0.10% 81,295 $10.4M Add +3.3%
ADBE Adobe Inc. 0.09% 45,094 $9.2M Reduce -1.6%
PG The Procter & Gamble Co. 0.09% 62,507 $9.2M Reduce -9.5%
VTI VG Morningstar TS MKT ETF-US 0.09% 24,598 $9.1M Reduce -1.1%
APH Amphenol Corp. Class A 0.08% 49,753 $8.8M Reduce -2.5%
BAC Bank of America Corp. 0.08% 153,609 $8.8M Add +0.3%
ORCL Oracle Corp. 0.08% 58,101 $8.5M Reduce -0.3%
GS Goldman Sachs Group Inc. 0.08% 8,398 $8.5M Add +1.2%
GSY Invesco Ultra Short Duration 0.08% 168,666 $8.5M Reduce -3.9%
IJK iShares S&P Mid-Cap 400 Grow 0.08% 71,058 $8.3M Reduce -1.1%
GE General Electric filed as GE AEROSPACE 0.08% 22,200 $8.3M Reduce -1.1%
NEE Nextera Energy Inc. 0.08% 94,364 $8.3M Reduce -5.2%
RTX RTX Corp. 0.08% 43,608 $8.3M Reduce -1.7%
TXN Texas Instruments Inc. 0.08% 27,489 $8.2M Add +0.5%
ETN Eaton Corp. PLC 0.08% 18,928 $8.1M Add +1.6%
KO The Coca-Cola Co. 0.08% 98,434 $8.0M Add +1.4%
PEP Pepsico Inc. 0.07% 56,886 $7.7M Reduce -9.9%
UNH Unitedhealth Group Inc. 0.07% 18,096 $7.5M Add +11.4%
SHV iShares 0-1 Year Treasury Bo 0.07% 67,324 $7.4M Reduce -0.3%
HBAN Huntington Bancshares Inc. 0.07% 413,503 $7.3M Reduce -5.8%
IJJ iShares S&P Mid-Cap 400 Valu 0.07% 47,962 $7.1M Reduce -1.4%
PM Philip Morris International 0.07% 37,425 $6.8M Add +1.5%
GEV GE Vernova Inc. 0.06% 5,663 $6.7M Add +2.0%
STX Seagate Technology Holdings 0.06% 6,875 $6.6M Reduce -1.0%
MS Morgan Stanley 0.06% 29,247 $6.1M Add +3.5%
WFC Wells Fargo & Co. 0.06% 72,569 $6.0M Reduce -1.5%
CPRT Copart Inc. 0.06% 212,651 $6.0M Reduce -2.6%
NFLX Netflix Inc. 0.06% 83,904 $6.0M Reduce -3.0%
NKE Nike Inc. Class B 0.06% 144,139 $5.9M Add +12.7%
PANW Palo Alto Networks Inc. 0.06% 17,345 $5.9M Add +4.3%
AXP American Express Co. 0.06% 17,481 $5.9M Add +4.7%
AMGN Amgen Inc. 0.06% 16,069 $5.8M Add +0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 20,374 $5.7M Reduce -0.5%

Show all 867 holdings

Portfolio Sells Q1 2026 → Q2 2026

SYK Stryker Corp. Reduce -4.5% 46.15% −5.30
HON Honeywell International Inc. Reduce -5.0% 0.11% −0.13
CRM Salesforce Inc. Reduce -0.5% 0.15% −0.03
WMT Walmart Inc. Reduce -7.6% 0.13% −0.03
NFLX Netflix Inc. Reduce -3.0% 0.06% −0.02
META Meta Platforms Inc. Class A Reduce -0.3% 0.58% −0.02
PEP Pepsico Inc. Reduce -9.9% 0.07% −0.02
ADBE Adobe Inc. Reduce -1.6% 0.09% −0.02
INTU Intuit Inc. Reduce -24.8% 0.02% −0.02
ACN Accenture PLC Class A Reduce -16.9% 0.02% −0.02
MCD McDonald's Corp. Reduce -16.5% 0.04% −0.02
PLTR Palantir Technologies Inc. Class A Reduce -12.8% 0.04% −0.02
T AT&T Inc. Reduce -9.3% 0.03% −0.02
CME Cme Group Inc. Reduce -6.6% 0.03% −0.02
ABT Abbott Laboratories Reduce -11.7% 0.05% −0.01
PFE Pfizer Inc. Reduce -6.8% 0.05% −0.01
COST Costco Wholesale Corp. Reduce -4.2% 0.11% −0.01
TJX TJX Companies Inc. Reduce -2.2% 0.14% −0.01
CPRT Copart Inc. Reduce -2.6% 0.06% −0.01
NEE Nextera Energy Inc. Reduce -5.2% 0.08% −0.01
ISRG Intuitive Surgical Inc. Reduce -11.9% 0.03% −0.01
GVI iShares Intermediate Governm Reduce -5.3% 0.12% −0.01
PG The Procter & Gamble Co. Reduce -9.5% 0.09% −0.01
VZ Verizon Communications Inc. Reduce -10.1% 0.03% −0.01
LMT Lockheed Martin Corp. Reduce -1.6% 0.04% −0.01
MCK McKesson Corp. Reduce -0.6% 0.05% −0.01
CMCSA Comcast Corp. Class A Reduce -25.2% 0.01% −0.01
DG Dollar General Corp. Reduce -1.3% 0.11% −0.01
LOW Lowe's Cos Inc. Reduce -12.8% 0.03% −0.01
ICE Intercontinental Exchange Inc. Reduce -7.5% 0.02% −0.01
NOC Northrop Grumman Corp. Reduce -4.0% 0.02% −0.01
MDLZ Mondelez International Inc. Class A Reduce -1.8% 0.16% −0.01
VNT Vontier Corp. Reduce -4.6% 0.02% −0.01
VRSK Verisk Analytics Inc. Reduce -34.1% 0.01% −0.01
NDAQ Nasdaq Inc. Reduce -30.1% 0.01% −0.01
BSX Boston Scientific Corp. Reduce -4.7% 0.01% −0.01
KR Kroger Co. Reduce -2.4% 0.01% −0.01
IT Gartner Inc. Sold out 0.00% −0.01
LQDA Liquidia Corp. Sold out 0.00% −0.01
PSK SS SPDR Ice Pref Sec ETF Reduce -58.1% 0.00% −0.01
GILD Gilead Sciences Inc. Reduce -3.8% 0.03% −0.01
GSY Invesco Ultra Short Duration Reduce -3.9% 0.08% −0.01
MA Mastercard Inc. Class A Reduce -4.4% 0.13% −0.01
TMUS T-Mobile US Inc. Reduce -4.7% 0.01% −0.01
CTRA Coterra Energy Inc. Sold out 0.00% −0.00
HCA HCA Healthcare Inc. Reduce -5.5% 0.01% −0.00
RTX RTX Corp. Reduce -1.7% 0.08% −0.00
HSY The Hershey Co. Reduce -0.4% 0.02% −0.00
ADSK Autodesk Inc. Reduce -25.8% 0.01% −0.00
BRO Brown & Brown Inc. Reduce -45.5% 0.00% −0.00

Portfolio Buys Q1 2026 → Q2 2026

SPYM Ste STR SPDR PT S&P 500 ETF Add +9.5% 5.93% +1.12
MU Micron Technology Inc. Add +4.6% 0.26% +0.19
GOOGL Alphabet Inc. Class A Add +0.9% 1.00% +0.19
AMD Advanced Micro Devices Add +5.1% 0.21% +0.14
SPDW Ste STR SPDR PT DW Eu ETF Add +11.6% 0.77% +0.13
SPMD SS SPDR P S&P 400 Midcap ETF Add +9.2% 0.64% +0.12
LRCX Lam Research Corp. Add +0.8% 0.22% +0.11
JAAA Janus Henderson Aaa Clo ETF Add +11.2% 1.22% +0.10
AMAT Applied Materials Inc. Add +1.6% 0.19% +0.10
V Visa Inc. Class A Add +2.1% 0.79% +0.09
INTC Intel Corp. Add +12.0% 0.12% +0.09
SPSM SS SPDR P S&P 600 Small Cap Add +9.0% 0.37% +0.08
AVGO Broadcom Inc. Add +1.2% 0.42% +0.07
IVW iShares S&P 500 Growth ETF Add +1.2% 0.41% +0.07
IEF iShares 7-10 Year Treasury B Add +10.9% 0.97% +0.07
VOO Vanguard S&P 500 ETF Add +0.2% 0.52% +0.06
LLY Eli Lilly & Co. Add +2.9% 0.24% +0.06
CAT Caterpillar Inc. Add +2.8% 0.17% +0.06
CSCO Cisco Systems Inc. Add +1.4% 0.15% +0.05
SPY SS SPDR S&P 500 ETF Trust-US Add +0.9% 0.30% +0.04
SNDK Sandisk Corp. Add +11.2% 0.05% +0.03
PANW Palo Alto Networks Inc. Add +4.3% 0.06% +0.03
UNH Unitedhealth Group Inc. Add +11.4% 0.07% +0.03
TXN Texas Instruments Inc. Add +0.5% 0.08% +0.03
UMC United Microelectron-SP ADR Add +0.8% 0.04% +0.03
DELL Dell Technologies -C Add +1.9% 0.04% +0.03
AZN Astrazeneca PLC New 0.02% +0.02
BRK.B Berkshire Hathaway Inc. Class B Add +0.9% 0.68% +0.02
ITOT iShares Core S&P Total U.S. Add +0.4% 0.17% +0.02
ABBV Abbvie Inc. Add +1.6% 0.15% +0.02
WDC Western Digital Corp. Add +4.5% 0.03% +0.02
GEV GE Vernova Inc. Add +2.0% 0.06% +0.02
MRVL Marvell Technology Inc. Add +16.8% 0.02% +0.02
GLW Corning Inc. Add +2.5% 0.03% +0.02
VTV Vanguard Mrngstr Val ETF-Aui Add +69.0% 0.03% +0.02
ASML ASML Holding NV-NY Reg SHS Add +0.2% 0.05% +0.01
PFF iShares Preferred & Income S Add +5.5% 0.39% +0.01
MS Morgan Stanley Add +3.5% 0.06% +0.01
GS Goldman Sachs Group Inc. Add +1.2% 0.08% +0.01
ETN Eaton Corp. PLC Add +1.6% 0.08% +0.01
BAC Bank of America Corp. Add +0.3% 0.08% +0.01
MET Metlife Inc. Add +22.0% 0.03% +0.01
ADP Automatic Data Processing Add +22.7% 0.04% +0.01
GIS General Mills Inc. Add +252.5% 0.01% +0.01
BIL SS SPDR BB 1-3M T-Bill ETF New 0.01% +0.01
CRH CRH PLC Add +143.6% 0.01% +0.01
HD Home Depot Inc. Add +0.7% 0.15% +0.01
HUBS HubSpot Inc. New 0.01% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +8.8% 0.04% +0.01
FTNT Fortinet Inc. Add +5.9% 0.02% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 867$10.4BSYK, IVV, SPYM, IEFA, AAPL
Q1 2026 804$10.2BSYK, IVV, SPYM, IEFA, AAPL
Q4 2025 816$10.9BSYK, IVV, SPYM, IEFA, AAPL
Q3 2025 804$11.0BSYK, IVV, IEFA, AAPL, MSFT
Q2 2025 797$11.3BSYK, IVV, IEFA, MSFT, IJH
Q1 2025 797$11.0BSYK, IVV, IEFA, V, AAPL
Q4 2024 806$11.0BSYK, IVV, IEFA, AAPL, IJH
Q3 2024 832$11.2BSYK, IVV, IEFA, AAPL, IJH
Q2 2024 792$10.5BSYK, IVV, IEFA, AAPL, MSFT
Q1 2024 776$10.8BSYK, IVV, IEFA, IJH, MSFT