Greenleaf Trust
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 29, 2024), Greenleaf Trust reported 776 stock positions worth $10.8 billion. Its top holding was Stryker (SYK) at 61.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 8.8%) and iShares Core MSCI Eafe ETF (IEFA, 1.9%). Compared with Q4 2023, it opened 49 new positions, sold out of 23, added to 316 and reduced 362. The biggest buy was Stryker (SYK, shares +1%) and the biggest sale Apple (AAPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- KALAMAZOO, MI
- CIK
- 0001162170
- Portfolio Value
- $10.8B (Q1 2024)
- SEC Filing
- 0001162170-24-000004 ↗ filed Apr 29, 2024
Holdings Value
Holdings 776 stocks · $10.8B
| SYK Stryker Corp. | 61.85% | 18,596,387 | $6.7B | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 8.83% | 1,807,295 | $950.1M | Add +0.4% |
| IEFA iShares Core MSCI Eafe ETF | 1.88% | 2,730,922 | $202.7M | Add +3.2% |
| IJH iShares Core S&P Midcap ETF | 1.34% | 2,371,266 | $144.0M | Add +0.5% |
| MSFT Microsoft Corp. | 1.22% | 311,584 | $131.1M | Reduce -2.6% |
| AAPL Apple Inc. | 1.08% | 674,919 | $115.7M | Reduce -4.4% |
| EEM iShares MSCI Emerging Market | 0.98% | 2,577,270 | $105.9M | Add +13.0% |
| IJR iShares Core S&P Small-Cap E | 0.85% | 822,971 | $91.0M | Add +2.0% |
| AMZN Amazon.com Inc. | 0.79% | 469,942 | $84.8M | Reduce -0.2% |
| NVDA Nvidia Corp. | 0.72% | 85,456 | $77.2M | Reduce -4.2% |
| GOOG Alphabet Inc. Class C | 0.61% | 429,515 | $65.4M | Add +0.8% |
| V Visa Inc. Class A | 0.56% | 214,916 | $60.0M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 138,400 | $58.2M | Reduce -2.2% |
| META Meta Platforms Inc. Class A | 0.51% | 112,656 | $54.7M | Reduce -4.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 99,300 | $51.9M | Add +1.0% |
| IEMG iShares Core MSCI Emerging | 0.46% | 967,277 | $49.9M | Add +40.9% |
| GOOGL Alphabet Inc. Class A | 0.37% | 262,927 | $39.7M | Reduce -0.2% |
| EFA iShares MSCI Eafe ETF | 0.36% | 484,372 | $38.7M | Reduce -1.3% |
| IVW iShares S&P 500 Growth ETF | 0.33% | 421,369 | $35.6M | Reduce -4.0% |
| VOO Vanguard S&P 500 ETF | 0.32% | 71,881 | $34.6M | Reduce -4.7% |
| AMT American Tower Corp. | 0.30% | 161,072 | $31.8M | Add +2.3% |
| VCIT Vanguard Int-Term Corporate | 0.29% | 389,447 | $31.4M | Add +22.4% |
| IVE iShares S&P 500 Value ETF | 0.29% | 167,803 | $31.3M | Reduce -3.6% |
| ICVT iShares Convertible Bond ETF | 0.29% | 388,612 | $31.0M | Add +31.6% |
| PFF iShares Preferred & Income S | 0.29% | 958,520 | $30.9M | Add +32.2% |
| CRM Salesforce Inc. | 0.28% | 99,218 | $29.9M | Reduce -2.9% |
| SPGI S&P Global Inc. | 0.24% | 60,777 | $25.9M | Add +1.5% |
| JPM JPMorgan Chase & Co. | 0.23% | 125,150 | $25.1M | Add +1.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 246,836 | $25.0M | Reduce -2.7% |
| DHR Danaher Corp. | 0.23% | 98,176 | $24.5M | Add +3.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.22% | 404,825 | $23.7M | Reduce -0.6% |
| HON Honeywell International Inc. | 0.22% | 114,062 | $23.4M | Add +2.9% |
| GSY Invesco Ultra Short Duration | 0.21% | 448,386 | $22.4M | Add +6.8% |
| CP Canadian Pacific Kansas City | 0.21% | 250,357 | $22.1M | Reduce -1.1% |
| MDLZ Mondelez International Inc. Class A | 0.20% | 307,083 | $21.5M | Reduce -1.0% |
| ADBE Adobe Inc. | 0.20% | 42,261 | $21.3M | Reduce -1.1% |
| ROP Roper Technologies Inc. | 0.19% | 36,779 | $20.6M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 0.19% | 26,064 | $20.3M | Reduce -10.2% |
| BKNG Booking Holdings Inc. | 0.19% | 5,519 | $20.0M | Reduce -4.5% |
| SBUX Starbucks Corp. | 0.18% | 214,764 | $19.6M | Add +0.4% |
| ABBV Abbvie Inc. | 0.16% | 96,724 | $17.6M | Add +1.0% |
| PG The Procter & Gamble Co. | 0.16% | 107,436 | $17.4M | Add +2.1% |
| PEP Pepsico Inc. | 0.16% | 98,879 | $17.3M | Add +3.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 63,440 | $16.5M | Reduce -2.8% |
| GVI iShares Intermediate Governm | 0.15% | 156,178 | $16.2M | Reduce -35.5% |
| HD Home Depot Inc. | 0.15% | 41,557 | $15.9M | Add +0.4% |
| EFV iShares MSCI Eafe Value ETF | 0.15% | 288,616 | $15.7M | Reduce -1.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.14% | 149,054 | $15.5M | Add +0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 113,469 | $15.4M | Reduce -1.8% |
| DG Dollar General Corp. | 0.13% | 92,605 | $14.5M | Add +4.2% |
| ITOT iShares Core S&P Total U.S. | 0.13% | 118,308 | $13.6M | Add +0.1% |
| AVGO Broadcom Inc. | 0.13% | 10,189 | $13.5M | Reduce -5.3% |
| MRK Merck & Co. Inc. | 0.12% | 101,674 | $13.4M | Add +15.5% |
| MA Mastercard Inc. Class A | 0.12% | 27,547 | $13.3M | Reduce -6.7% |
| JNJ Johnson & Johnson | 0.12% | 83,506 | $13.2M | Add +0.8% |
| PYPL PayPal Holdings Inc. | 0.12% | 194,074 | $13.0M | Add +2.9% |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 69,639 | $11.8M | No change |
| COST Costco Wholesale Corp. | 0.11% | 15,922 | $11.7M | Reduce -1.1% |
| UNH Unitedhealth Group Inc. | 0.11% | 23,204 | $11.5M | Reduce -9.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.11% | 18 | $11.4M | No change |
| ABT Abbott Laboratories | 0.10% | 99,104 | $11.3M | Add +0.2% |
| NKE Nike Inc. Class B | 0.10% | 116,422 | $10.9M | Reduce -0.9% |
| ISRG Intuitive Surgical Inc. | 0.10% | 25,899 | $10.3M | Add +2.6% |
| KO The Coca-Cola Co. | 0.09% | 165,220 | $10.1M | Reduce -3.9% |
| XOM Exxon Mobil Corp. | 0.09% | 85,260 | $9.9M | Add +3.4% |
| MCD McDonald's Corp. | 0.09% | 34,848 | $9.8M | Reduce -1.8% |
| GUNR NT Mstar GLBL NR ETF | 0.08% | 215,468 | $8.8M | Add +1.0% |
| HBAN Huntington Bancshares Inc. | 0.08% | 632,756 | $8.8M | Reduce -0.1% |
| ORCL Oracle Corp. | 0.08% | 69,938 | $8.8M | Reduce -4.0% |
| CSCO Cisco Systems Inc. | 0.08% | 173,419 | $8.7M | Reduce -0.6% |
| DE Deere & Co. | 0.08% | 20,952 | $8.6M | Add +3.5% |
| ACN Accenture PLC Class A | 0.08% | 24,825 | $8.6M | Add +0.7% |
| CVX Chevron Corp. | 0.08% | 53,615 | $8.5M | Add +4.2% |
| WMT Walmart Inc. | 0.08% | 137,462 | $8.3M | Add +1.0% |
| AMAT Applied Materials Inc. | 0.08% | 39,977 | $8.2M | Reduce -1.3% |
| ADP Automatic Data Processing | 0.08% | 32,841 | $8.2M | Add +0.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.07% | 87,450 | $8.0M | Reduce -5.7% |
| TSLA Tesla Inc. | 0.07% | 45,030 | $7.9M | Reduce -19.4% |
| SDY SS SPDR S&P Dividend ETF | 0.07% | 59,832 | $7.9M | Reduce -6.2% |
| RTX RTX Corp. | 0.07% | 80,472 | $7.8M | Add +2.7% |
| NEE Nextera Energy Inc. | 0.07% | 121,651 | $7.8M | Add +9.8% |
| PFE Pfizer Inc. | 0.07% | 255,682 | $7.1M | Reduce -4.0% |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 12,081 | $7.0M | Add +11.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.06% | 58,345 | $6.9M | Reduce -5.3% |
| INTC Intel Corp. | 0.06% | 152,966 | $6.8M | Add +4.2% |
| IWM iShares Russell 2000 ETF | 0.06% | 31,414 | $6.6M | Add +1.6% |
| AMD Advanced Micro Devices | 0.06% | 36,282 | $6.5M | Add +3.1% |
| CAT Caterpillar Inc. | 0.06% | 17,403 | $6.4M | Add +9.0% |
| SHW The Sherwin-Williams Co. | 0.06% | 18,159 | $6.3M | Reduce -11.7% |
| IWR iShares Russell Mid-Cap ETF | 0.06% | 74,944 | $6.3M | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.06% | 23,933 | $6.1M | Reduce -0.3% |
| INTU Intuit Inc. | 0.06% | 9,255 | $6.0M | Reduce -8.5% |
| NFLX Netflix Inc. | 0.06% | 9,875 | $6.0M | Reduce -1.1% |
| QCOM Qualcomm Inc. | 0.05% | 34,135 | $5.8M | Add +1.3% |
| BLK BlackRock Finance Inc. | 0.05% | 6,672 | $5.6M | Reduce -0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 145,128 | $5.5M | Add +5.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 44,897 | $5.5M | Add +9.8% |
| ADSK Autodesk Inc. | 0.05% | 20,412 | $5.3M | Add +3.1% |
| ETN Eaton Corp. PLC | 0.05% | 16,842 | $5.3M | Reduce -3.6% |
| TXN Texas Instruments Inc. | 0.05% | 28,813 | $5.0M | Add +18.3% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -4.4% | 1.08% | −0.38 |
| GVI iShares Intermediate Governm | Reduce -35.5% | 0.15% | −0.12 |
| MNA Nylim Merger Arbtrage ETF-Ui | Reduce -77.2% | 0.02% | −0.09 |
| TSLA Tesla Inc. | Reduce -19.4% | 0.07% | −0.08 |
| ADBE Adobe Inc. | Reduce -1.1% | 0.20% | −0.08 |
| MSFT Microsoft Corp. | Reduce -2.6% | 1.22% | −0.07 |
| V Visa Inc. Class A | Reduce -1.5% | 0.56% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.0% | 0.20% | −0.04 |
| BR Broadridge Financial Solutio | Reduce -61.1% | 0.02% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -9.1% | 0.11% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -1.3% | 0.36% | −0.04 |
| NKE Nike Inc. Class B | Reduce -0.9% | 0.10% | −0.04 |
| BKNG Booking Holdings Inc. | Reduce -4.5% | 0.19% | −0.03 |
| IVE iShares S&P 500 Value ETF | Reduce -3.6% | 0.29% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -4.7% | 0.32% | −0.03 |
| SCS Steelcase Inc. Class A | Reduce -61.3% | 0.02% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -44.9% | 0.04% | −0.03 |
| ROP Roper Technologies Inc. | Reduce -1.9% | 0.19% | −0.03 |
| CDNS Cadence Design SYS Inc. | Reduce -61.8% | 0.02% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 0.37% | −0.03 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.6% | 0.22% | −0.02 |
| IXN iShares Global Tech ETF | Reduce -64.4% | 0.01% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.0% | 0.33% | −0.02 |
| TJX TJX Companies Inc. | Reduce -2.7% | 0.23% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -76.1% | 0.01% | −0.02 |
| MCD McDonald's Corp. | Reduce -1.8% | 0.09% | −0.02 |
| CVE Cenovus Energy Inc. | Reduce -67.6% | 0.01% | −0.02 |
| EFV iShares MSCI Eafe Value ETF | Reduce -1.8% | 0.15% | −0.02 |
| PFE Pfizer Inc. | Reduce -4.0% | 0.07% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -30.8% | 0.02% | −0.02 |
| KO The Coca-Cola Co. | Reduce -3.9% | 0.09% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -4.4% | 0.04% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -0.6% | 0.08% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -35.1% | 0.02% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.8% | 0.15% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -37.4% | 0.02% | −0.01 |
| AN Autonation Inc. | Sold out | 0.00% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -6.2% | 0.07% | −0.01 |
| INTU Intuit Inc. | Reduce -8.5% | 0.06% | −0.01 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -6.7% | 0.12% | −0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -5.3% | 0.06% | −0.01 |
| DECK Deckers Outdoor Corp. | Reduce -76.9% | 0.00% | −0.01 |
| CRM Salesforce Inc. | Reduce -2.9% | 0.28% | −0.01 |
| SHW The Sherwin-Williams Co. | Reduce -11.7% | 0.06% | −0.01 |
| HUM Humana Inc. | Reduce -31.7% | 0.01% | −0.01 |
| FTV Fortive Corp. | Reduce -48.3% | 0.01% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -1.1% | 0.21% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -4.7% | 0.04% | −0.01 |
| RRC Range Resources Corp. | Reduce -72.5% | 0.00% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| SYK Stryker Corp. | Add +0.6% | 61.85% | +2.48 |
| IEMG iShares Core MSCI Emerging | Add +40.9% | 0.46% | +0.09 |
| PFF iShares Preferred & Income S | Add +32.2% | 0.29% | +0.04 |
| ICVT iShares Convertible Bond ETF | Add +31.6% | 0.29% | +0.04 |
| MRK Merck & Co. Inc. | Add +15.5% | 0.12% | +0.02 |
| VCIT Vanguard Int-Term Corporate | Add +22.4% | 0.29% | +0.01 |
| ANET Arista Networks Inc. | Add +78.1% | 0.03% | +0.01 |
| DIS The Walt Disney Co. | Add +9.8% | 0.05% | +0.01 |
| DXCM Dexcom Inc. | Add +119.3% | 0.02% | +0.01 |
| CAT Caterpillar Inc. | Add +9.0% | 0.06% | +0.01 |
| WSO Watsco Inc. | New | 0.01% | +0.01 |
| UBER Uber Technologies Inc. | Add +223.4% | 0.01% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +1.4% | 0.23% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +71.1% | 0.03% | +0.01 |
| GOVT iShares US Treasury Bond ETF | Add +76.5% | 0.02% | +0.01 |
| ECL Ecolab Inc. | Add +21.2% | 0.03% | +0.01 |
| AMD Advanced Micro Devices | Add +3.1% | 0.06% | +0.01 |
| DG Dollar General Corp. | Add +4.2% | 0.13% | +0.00 |
| ISRG Intuitive Surgical Inc. | Add +2.6% | 0.10% | +0.00 |
| TM Toyota Motor Corp. -Spon ADR | Add +0.9% | 0.03% | +0.00 |
| ABBV Abbvie Inc. | Add +1.0% | 0.16% | +0.00 |
| SHOP Shopify Inc. Class A | New | 0.00% | +0.00 |
| MDT Medtronic PLC | Add +72.5% | 0.01% | +0.00 |
| XOM Exxon Mobil Corp. | Add +3.4% | 0.09% | +0.00 |
| VST Vistra Corp. | Add +2.9% | 0.01% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +11.5% | 0.07% | +0.00 |
| CEG Constellation Energy | Add +2.0% | 0.01% | +0.00 |
| HWM Howmet Aerospace Inc. | New | 0.00% | +0.00 |
| HRL Hormel Foods Corp. | New | 0.00% | +0.00 |
| EW Edwards Lifesciences Corp. | Add +2.0% | 0.03% | +0.00 |
| WWD Woodward Inc. | New | 0.00% | +0.00 |
| TGT Target Corp. | Add +2.8% | 0.03% | +0.00 |
| GM General Motors Co. | Add +19.1% | 0.01% | +0.00 |
| STE Steris PLC | Add +85.1% | 0.01% | +0.00 |
| CNI Canadian Natl Railway Co. | Add +67.1% | 0.01% | +0.00 |
| TER Teradyne Inc. | New | 0.00% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.7% | 0.03% | +0.00 |
| CI The Cigna Group | Add +3.0% | 0.03% | +0.00 |
| FLR Fluor Corp. | New | 0.00% | +0.00 |
| XPO Xpo Inc. | New | 0.00% | +0.00 |
| DVA Davita Inc. | New | 0.00% | +0.00 |
| RAVI NT Ultrashrt Fi ETF | Add +50.5% | 0.01% | +0.00 |
| ANF Abercrombie & Fitch Co. Class A | New | 0.00% | +0.00 |
| AXP American Express Co. | Add +0.0% | 0.04% | +0.00 |
| BLDR Builders Firstsource Inc. | New | 0.00% | +0.00 |
| HIG Hartford Insurance Group Inc. | Add +0.8% | 0.02% | +0.00 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.00% | +0.00 |
| AYI Acuity Inc. | New | 0.00% | +0.00 |
| CINF Cincinnati Financial Corp. | New | 0.00% | +0.00 |
| FIS Fidelity National Info Serv | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 867 | $10.4B | SYK, IVV, SPYM, IEFA, AAPL |
| Q1 2026 | 804 | $10.2B | SYK, IVV, SPYM, IEFA, AAPL |
| Q4 2025 | 816 | $10.9B | SYK, IVV, SPYM, IEFA, AAPL |
| Q3 2025 | 804 | $11.0B | SYK, IVV, IEFA, AAPL, MSFT |
| Q2 2025 | 797 | $11.3B | SYK, IVV, IEFA, MSFT, IJH |
| Q1 2025 | 797 | $11.0B | SYK, IVV, IEFA, V, AAPL |
| Q4 2024 | 806 | $11.0B | SYK, IVV, IEFA, AAPL, IJH |
| Q3 2024 | 832 | $11.2B | SYK, IVV, IEFA, AAPL, IJH |
| Q2 2024 | 792 | $10.5B | SYK, IVV, IEFA, AAPL, MSFT |
| Q1 2024 | 776 | $10.8B | SYK, IVV, IEFA, IJH, MSFT |