Greenleaf Trust
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 22, 2024), Greenleaf Trust reported 792 stock positions worth $10.5 billion. Its top holding was Stryker (SYK) at 59.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 9.3%) and iShares Core MSCI Eafe ETF (IEFA, 1.9%). Compared with Q1 2024, it opened 55 new positions, sold out of 40, added to 429 and reduced 247. The biggest buy was Apple (AAPL, shares +3%) and the biggest sale Stryker (SYK, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- KALAMAZOO, MI
- CIK
- 0001162170
- Portfolio Value
- $10.5B (Q2 2024)
- SEC Filing
- 0001162170-24-000005 ↗ filed Jul 22, 2024
Holdings Value
Holdings 792 stocks · $10.5B
| SYK Stryker Corp. | 59.87% | 18,553,446 | $6.3B | Reduce -0.2% |
| IVV iShares Core S&P 500 ETF | 9.34% | 1,800,210 | $985.1M | Reduce -0.4% |
| IEFA iShares Core MSCI Eafe ETF | 1.91% | 2,771,634 | $201.3M | Add +1.5% |
| AAPL Apple Inc. | 1.39% | 693,664 | $146.1M | Add +2.8% |
| MSFT Microsoft Corp. | 1.37% | 324,258 | $144.9M | Add +4.1% |
| IJH iShares Core S&P Midcap ETF | 1.32% | 2,379,035 | $139.2M | Add +0.3% |
| NVDA Nvidia Corp. | 1.00% | 850,680 | $105.1M | Reduce -0.5% |
| EEM iShares MSCI Emerging Market | 0.96% | 2,386,727 | $101.7M | Reduce -7.4% |
| AMZN Amazon.com Inc. | 0.87% | 476,111 | $92.0M | Add +1.3% |
| IJR iShares Core S&P Small-Cap E | 0.84% | 827,972 | $88.3M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 0.74% | 427,944 | $78.5M | Reduce -0.4% |
| V Visa Inc. Class A | 0.54% | 217,184 | $57.0M | Add +1.1% |
| META Meta Platforms Inc. Class A | 0.53% | 111,288 | $56.1M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 137,865 | $56.1M | Reduce -0.4% |
| IEMG iShares Core MSCI Emerging | 0.53% | 1,037,887 | $55.6M | Add +7.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.51% | 99,725 | $54.3M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 0.46% | 267,936 | $48.8M | Add +1.9% |
| EFA iShares MSCI Eafe ETF | 0.36% | 478,429 | $37.5M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 0.34% | 70,848 | $35.4M | Reduce -1.4% |
| IVW iShares S&P 500 Growth ETF | 0.33% | 376,198 | $34.8M | Reduce -10.7% |
| SPGI S&P Global Inc. | 0.31% | 73,605 | $32.8M | Add +21.1% |
| AMT American Tower Corp. | 0.30% | 164,744 | $32.0M | Add +2.3% |
| ICVT iShares Convertible Bond ETF | 0.30% | 402,155 | $31.6M | Add +3.5% |
| PFF iShares Preferred & Income S | 0.30% | 990,792 | $31.3M | Add +3.4% |
| IVE iShares S&P 500 Value ETF | 0.28% | 160,493 | $29.2M | Reduce -4.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 247,890 | $27.3M | Add +0.4% |
| CRM Salesforce Inc. | 0.24% | 98,998 | $25.5M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 0.24% | 125,730 | $25.4M | Add +0.5% |
| LLY Eli Lilly & Co. | 0.24% | 27,932 | $25.3M | Add +7.2% |
| DHR Danaher Corp. | 0.24% | 100,603 | $25.1M | Add +2.5% |
| HON Honeywell International Inc. | 0.23% | 114,850 | $24.5M | Add +0.7% |
| CP Canadian Pacific Kansas City | 0.23% | 306,442 | $24.1M | Add +22.4% |
| ADBE Adobe Inc. | 0.23% | 43,406 | $24.1M | Add +2.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.23% | 404,825 | $23.7M | No change |
| BKNG Booking Holdings Inc. | 0.21% | 5,610 | $22.2M | Add +1.6% |
| GSY Invesco Ultra Short Duration filed as POWERSHARES ACTIVELY MANAGED | 0.21% | 434,904 | $21.7M | Reduce -3.0% |
| ROP Roper Technologies Inc. | 0.20% | 36,947 | $20.8M | Add +0.5% |
| MDLZ Mondelez International Inc. Class A | 0.19% | 311,472 | $20.4M | Add +1.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 114,228 | $19.9M | Add +0.7% |
| PG The Procter & Gamble Co. | 0.17% | 106,402 | $17.5M | Reduce -1.0% |
| ABBV Abbvie Inc. | 0.16% | 100,530 | $17.2M | Add +3.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 63,370 | $17.0M | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.16% | 10,537 | $16.9M | Add +3.4% |
| IEF iShares 7-10 Year Treasury B | 0.15% | 173,203 | $16.2M | Add +5360.4% |
| GVI iShares Intermediate Governm | 0.15% | 154,798 | $16.1M | Reduce -0.9% |
| PEP Pepsico Inc. | 0.15% | 97,160 | $16.0M | Reduce -1.7% |
| EFV iShares MSCI Eafe Value ETF | 0.15% | 290,810 | $15.4M | Add +0.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.14% | 143,958 | $14.7M | Reduce -3.4% |
| HD Home Depot Inc. | 0.14% | 42,071 | $14.5M | Add +1.2% |
| ITOT iShares Core S&P Total U.S. | 0.13% | 117,809 | $14.0M | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.13% | 16,295 | $13.9M | Add +2.3% |
| JNJ Johnson & Johnson | 0.13% | 91,469 | $13.4M | Add +9.5% |
| XOM Exxon Mobil Corp. | 0.13% | 114,502 | $13.2M | Add +34.3% |
| MRK Merck & Co. Inc. | 0.12% | 101,501 | $12.6M | Reduce -0.2% |
| DG Dollar General Corp. | 0.12% | 94,580 | $12.5M | Add +2.1% |
| MA Mastercard Inc. Class A | 0.11% | 27,468 | $12.1M | Reduce -0.3% |
| ISRG Intuitive Surgical Inc. | 0.11% | 26,834 | $11.9M | Add +3.6% |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 69,639 | $11.4M | No change |
| PYPL PayPal Holdings Inc. | 0.11% | 196,993 | $11.4M | Add +1.5% |
| UNH Unitedhealth Group Inc. | 0.11% | 22,442 | $11.4M | Reduce -3.3% |
| KO The Coca-Cola Co. | 0.11% | 174,641 | $11.1M | Add +5.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.10% | 18 | $11.0M | No change |
| ABT Abbott Laboratories | 0.10% | 97,126 | $10.1M | Reduce -2.0% |
| ORCL Oracle Corp. | 0.09% | 70,341 | $9.9M | Add +0.6% |
| AMAT Applied Materials Inc. | 0.09% | 39,760 | $9.4M | Reduce -0.5% |
| WMT Walmart Inc. | 0.09% | 137,220 | $9.3M | Reduce -0.2% |
| CVX Chevron Corp. | 0.09% | 58,455 | $9.1M | Add +9.0% |
| TSLA Tesla Inc. | 0.09% | 45,992 | $9.1M | Add +2.1% |
| NKE Nike Inc. Class B | 0.09% | 120,400 | $9.1M | Add +3.4% |
| NEE Nextera Energy Inc. | 0.08% | 124,797 | $8.8M | Add +2.6% |
| MCD McDonald's Corp. | 0.08% | 34,090 | $8.7M | Reduce -2.2% |
| GUNR NT Mstar GLBL NR ETF | 0.08% | 214,764 | $8.6M | Reduce -0.3% |
| HBAN Huntington Bancshares Inc. | 0.08% | 628,268 | $8.3M | Reduce -0.7% |
| RTX RTX Corp. | 0.08% | 81,695 | $8.2M | Add +1.5% |
| PFE Pfizer Inc. | 0.08% | 285,330 | $8.0M | Add +11.6% |
| DE Deere & Co. | 0.07% | 20,875 | $7.8M | Reduce -0.4% |
| SDY SS SPDR S&P Dividend ETF | 0.07% | 60,957 | $7.8M | Add +1.9% |
| ADP Automatic Data Processing | 0.07% | 32,439 | $7.7M | Reduce -1.2% |
| CSCO Cisco Systems Inc. | 0.07% | 161,444 | $7.7M | Reduce -6.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.07% | 86,200 | $7.6M | Reduce -1.4% |
| ACN Accenture PLC Class A | 0.07% | 24,148 | $7.3M | Reduce -2.7% |
| QCOM Qualcomm Inc. | 0.07% | 34,963 | $7.0M | Add +2.4% |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 12,291 | $6.8M | Add +1.7% |
| NFLX Netflix Inc. | 0.06% | 9,985 | $6.7M | Add +1.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.06% | 57,415 | $6.5M | Reduce -1.6% |
| IWM iShares Russell 2000 ETF | 0.06% | 30,961 | $6.3M | Reduce -1.4% |
| AMD Advanced Micro Devices | 0.06% | 37,536 | $6.1M | Add +3.5% |
| IWR iShares Russell Mid-Cap ETF | 0.06% | 74,944 | $6.1M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 149,659 | $6.0M | Add +3.1% |
| INTU Intuit Inc. | 0.06% | 9,004 | $5.9M | Reduce -2.7% |
| TXN Texas Instruments Inc. | 0.05% | 29,437 | $5.7M | Add +2.2% |
| CAT Caterpillar Inc. | 0.05% | 17,039 | $5.7M | Reduce -2.1% |
| AMGN Amgen Inc. | 0.05% | 17,804 | $5.6M | Add +1.1% |
| LOW Lowe's Cos Inc. | 0.05% | 24,899 | $5.5M | Add +4.0% |
| BLK BlackRock Finance Inc. | 0.05% | 6,810 | $5.4M | Add +2.1% |
| SHW The Sherwin-Williams Co. | 0.05% | 17,936 | $5.4M | Reduce -1.2% |
| ETN Eaton Corp. PLC | 0.05% | 16,935 | $5.3M | Add +0.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.05% | 36,207 | $5.2M | Reduce -0.3% |
| ADSK Autodesk Inc. | 0.05% | 20,474 | $5.1M | Add +0.3% |
| AXP American Express Co. | 0.05% | 21,355 | $4.9M | Add +0.7% |
Portfolio Sells Q1 2024 → Q2 2024
| SYK Stryker Corp. | Reduce -0.2% | 59.87% | −1.98 |
| VCIT Vanguard Int-Term Corporate | Reduce -86.8% | 0.04% | −0.25 |
| SBUX Starbucks Corp. | Reduce -80.7% | 0.03% | −0.15 |
| CRM Salesforce Inc. | Reduce -0.2% | 0.24% | −0.04 |
| INTC Intel Corp. | Reduce -8.1% | 0.04% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -7.4% | 0.96% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -4.4% | 0.28% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -80.1% | 0.00% | −0.01 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.01 |
| DIS The Walt Disney Co. | Reduce -4.8% | 0.04% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -50.8% | 0.01% | −0.01 |
| ACN Accenture PLC Class A | Reduce -2.7% | 0.07% | −0.01 |
| ABT Abbott Laboratories | Reduce -2.0% | 0.10% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.53% | −0.01 |
| MCD McDonald's Corp. | Reduce -2.2% | 0.08% | −0.01 |
| PEP Pepsico Inc. | Reduce -1.7% | 0.15% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 0.11% | −0.01 |
| SHW The Sherwin-Williams Co. | Reduce -1.2% | 0.05% | −0.01 |
| CVS CVS Health Corp. | Reduce -13.4% | 0.01% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -6.9% | 0.07% | −0.01 |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | Reduce -73.3% | 0.00% | −0.01 |
| CI The Cigna Group | Reduce -11.6% | 0.03% | −0.01 |
| DE Deere & Co. | Reduce -0.4% | 0.07% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -7.2% | 0.03% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -0.2% | 0.12% | −0.01 |
| CAT Caterpillar Inc. | Reduce -2.1% | 0.05% | −0.01 |
| WSO Watsco Inc. | Reduce -61.1% | 0.00% | −0.01 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -0.7% | 0.02% | −0.00 |
| ITW Illinois Tool Works | Reduce -4.5% | 0.03% | −0.00 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.00 |
| UPS United Parcel Service Class B | Reduce -20.4% | 0.01% | −0.00 |
| GILD Gilead Sciences Inc. | Reduce -18.5% | 0.01% | −0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -1.2% | 0.36% | −0.00 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -3.4% | 0.14% | −0.00 |
| HBAN Huntington Bancshares Inc. | Reduce -0.7% | 0.08% | −0.00 |
| COP Conocophillips | Reduce -5.3% | 0.02% | −0.00 |
| WWD Woodward Inc. | Sold out | 0.00% | −0.00 |
| CSX CSX Corp. | Reduce -2.0% | 0.03% | −0.00 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.00 |
| PAYX Paychex Inc. | Reduce -26.1% | 0.01% | −0.00 |
| ADP Automatic Data Processing | Reduce -1.2% | 0.07% | −0.00 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −0.00 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.00 |
| ILMN Illumina Inc. | Reduce -22.2% | 0.00% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -52.1% | 0.00% | −0.00 |
| SLB SLB Ltd. | Reduce -1.2% | 0.02% | −0.00 |
| KR Kroger Co. | Reduce -4.8% | 0.01% | −0.00 |
| EL Estee Lauder Companies Class A | Reduce -25.0% | 0.00% | −0.00 |
| AGCO Agco Corp. | Sold out | 0.00% | −0.00 |
| IEX Idex Corp. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +2.8% | 1.39% | +0.31 |
| MSFT Microsoft Corp. | Add +4.1% | 1.37% | +0.16 |
| IEF iShares 7-10 Year Treasury B | Add +5360.4% | 0.15% | +0.15 |
| GOOGL Alphabet Inc. Class A | Add +1.9% | 0.46% | +0.09 |
| AMZN Amazon.com Inc. | Add +1.3% | 0.87% | +0.08 |
| SPGI S&P Global Inc. | Add +21.1% | 0.31% | +0.07 |
| IEMG iShares Core MSCI Emerging | Add +7.3% | 0.53% | +0.06 |
| LLY Eli Lilly & Co. | Add +7.2% | 0.24% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.7% | 0.19% | +0.04 |
| AVGO Broadcom Inc. | Add +3.4% | 0.16% | +0.03 |
| XOM Exxon Mobil Corp. | Add +34.3% | 0.13% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.4% | 0.51% | +0.03 |
| ADBE Adobe Inc. | Add +2.7% | 0.23% | +0.03 |
| TJX TJX Companies Inc. | Add +0.4% | 0.26% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.5% | 1.91% | +0.03 |
| BKNG Booking Holdings Inc. | Add +1.6% | 0.21% | +0.02 |
| CP Canadian Pacific Kansas City | Add +22.4% | 0.23% | +0.02 |
| COST Costco Wholesale Corp. | Add +2.3% | 0.13% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +3.6% | 0.11% | +0.02 |
| HON Honeywell International Inc. | Add +0.7% | 0.23% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +22.1% | 0.04% | +0.01 |
| TSLA Tesla Inc. | Add +2.1% | 0.09% | +0.01 |
| ORCL Oracle Corp. | Add +0.6% | 0.09% | +0.01 |
| QCOM Qualcomm Inc. | Add +2.4% | 0.07% | +0.01 |
| ICVT iShares Convertible Bond ETF | Add +3.5% | 0.30% | +0.01 |
| NEE Nextera Energy Inc. | Add +2.6% | 0.08% | +0.01 |
| KO The Coca-Cola Co. | Add +5.7% | 0.11% | +0.01 |
| DHR Danaher Corp. | Add +2.5% | 0.24% | +0.01 |
| BIIB Biogen Inc. | Add +313.4% | 0.01% | +0.01 |
| ANET Arista Networks Inc. | Add +11.6% | 0.04% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +29.6% | 0.04% | +0.01 |
| PFE Pfizer Inc. | Add +11.6% | 0.08% | +0.01 |
| PFF iShares Preferred & Income S | Add +3.4% | 0.30% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 0.24% | +0.01 |
| NFLX Netflix Inc. | Add +1.1% | 0.06% | +0.01 |
| CVX Chevron Corp. | Add +9.0% | 0.09% | +0.01 |
| AMT American Tower Corp. | Add +2.3% | 0.30% | +0.01 |
| TXN Texas Instruments Inc. | Add +2.2% | 0.05% | +0.01 |
| KLAC KLA Corp. | Add +7.9% | 0.03% | +0.01 |
| WDS Woodside Energy Group-ADR | Add +248.1% | 0.01% | +0.01 |
| PM Philip Morris International | Add +15.2% | 0.03% | +0.01 |
| AMGN Amgen Inc. | Add +1.1% | 0.05% | +0.01 |
| PRU Prudential Financial Inc. | Add +72.0% | 0.01% | +0.01 |
| VRSK Verisk Analytics Inc. | Add +11.4% | 0.03% | +0.01 |
| APH Amphenol Corp. Class A | Add +0.8% | 0.04% | +0.01 |
| BTI British American Tob-SP ADR | New | 0.01% | +0.01 |
| ADM Archer-Daniels-Midland Co. | Add +111.0% | 0.01% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +4.0% | 0.05% | +0.01 |
| ROP Roper Technologies Inc. | Add +0.5% | 0.20% | +0.01 |
| BABA Alibaba Group Holding-SP ADR | New | 0.01% | +0.01 |
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 |