Greenleaf Trust
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Greenleaf Trust reported 804 stock positions worth $10.2 billion. Its top holding was Stryker (SYK) at 51.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 9.0%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 4.8%). Compared with Q4 2025, it opened 46 new positions, sold out of 58, added to 425 and reduced 285. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +17%) and the biggest sale Stryker (SYK, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- KALAMAZOO, MI
- CIK
- 0001162170
- Portfolio Value
- $10.2B (Q1 2026)
- SEC Filing
- 0001162170-26-000005 ↗ filed Apr 27, 2026
Holdings Value
Holdings 804 stocks · $10.2B
| SYK Stryker Corp. | 51.45% | 15,938,070 | $5.2B | Reduce -3.8% |
| IVV iShares Core S&P 500 ETF | 8.97% | 1,397,421 | $912.8M | Reduce -5.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.81% | 6,396,243 | $489.6M | Add +17.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.90% | 2,137,042 | $193.5M | Reduce -5.4% |
| AAPL Apple Inc. | 1.59% | 638,089 | $161.9M | Reduce -0.3% |
| JAAA Janus Henderson Aaa Clo ETF | 1.11% | 2,249,815 | $113.3M | Add +21.7% |
| MSFT Microsoft Corp. | 1.06% | 291,815 | $108.0M | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 1.04% | 1,565,305 | $105.7M | Reduce -4.8% |
| NVDA Nvidia Corp. | 0.97% | 565,981 | $98.7M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 0.95% | 466,046 | $97.1M | Add +0.6% |
| IEF iShares 7-10 Year Treasury B | 0.90% | 959,941 | $91.6M | Add +24.7% |
| GOOG Alphabet Inc. Class C | 0.88% | 310,756 | $89.1M | Reduce -3.2% |
| EEM iShares MSCI Emerging Market | 0.82% | 1,468,461 | $83.4M | Reduce -3.7% |
| GOOGL Alphabet Inc. Class A | 0.82% | 289,367 | $83.2M | Reduce -0.7% |
| V Visa Inc. Class A | 0.70% | 234,965 | $71.0M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 140,431 | $67.3M | Add +1.5% |
| IJR iShares Core S&P Small-Cap E | 0.64% | 522,704 | $65.0M | Reduce -5.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.63% | 1,414,453 | $64.6M | Add +26.7% |
| IEMG iShares Core MSCI Emerging | 0.62% | 907,404 | $63.3M | Add +1.4% |
| META Meta Platforms Inc. Class A | 0.60% | 107,213 | $61.3M | Reduce -0.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.52% | 901,608 | $53.4M | Add +12.5% |
| VOO Vanguard S&P 500 ETF | 0.46% | 78,042 | $46.6M | Reduce -0.4% |
| ICVT iShares Convertible Bond ETF | 0.45% | 448,320 | $45.6M | Reduce -0.6% |
| EFA iShares MSCI Eafe ETF | 0.41% | 425,162 | $41.3M | Reduce -0.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.39% | 115,991 | $39.2M | Reduce -5.9% |
| PFF iShares Preferred & Income S | 0.37% | 1,250,261 | $37.9M | Add +3.5% |
| AVGO Broadcom Inc. | 0.35% | 113,610 | $35.2M | Add +1.5% |
| IVW iShares S&P 500 Growth ETF | 0.34% | 308,124 | $34.9M | Reduce -2.7% |
| IVE iShares S&P 500 Value ETF | 0.32% | 156,003 | $32.9M | Reduce -3.2% |
| SPGI S&P Global Inc. | 0.32% | 75,579 | $32.1M | Add +1.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.29% | 613,136 | $29.6M | Add +13.6% |
| CP Canadian Pacific Kansas City | 0.27% | 349,308 | $27.5M | Add +1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 42,016 | $27.3M | Add +1.4% |
| JPM JPMorgan Chase & Co. | 0.26% | 90,465 | $26.6M | Reduce -3.9% |
| HON Honeywell International Inc. | 0.25% | 110,361 | $24.9M | Add +1.8% |
| JNJ Johnson & Johnson | 0.20% | 85,086 | $20.8M | Add +2.5% |
| TSLA Tesla Inc. | 0.19% | 52,841 | $19.6M | Reduce -1.4% |
| CRM Salesforce Inc. | 0.19% | 103,183 | $19.3M | Add +4.6% |
| AMT American Tower Corp. | 0.19% | 110,518 | $19.1M | Reduce -2.7% |
| LLY Eli Lilly & Co. | 0.19% | 20,522 | $18.9M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.18% | 109,098 | $18.5M | Add +9.0% |
| EFV iShares MSCI Eafe Value ETF | 0.17% | 239,563 | $17.8M | Reduce -2.6% |
| MDLZ Mondelez International Inc. Class A | 0.17% | 297,274 | $17.1M | Reduce -0.3% |
| DHR Danaher Corp. | 0.15% | 82,985 | $15.7M | Add +0.5% |
| WMT Walmart Inc. | 0.15% | 125,749 | $15.6M | Reduce -5.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 97,047 | $15.5M | Reduce -30.5% |
| ITOT iShares Core S&P Total U.S. | 0.15% | 107,910 | $15.4M | Reduce -0.4% |
| HD Home Depot Inc. | 0.14% | 44,275 | $14.6M | Add +7.3% |
| ROP Roper Technologies Inc. | 0.14% | 39,681 | $14.0M | Add +5.4% |
| MA Mastercard Inc. Class A | 0.14% | 27,589 | $13.8M | Reduce -3.5% |
| GVI iShares Intermediate Governm | 0.13% | 126,503 | $13.5M | Reduce -4.0% |
| ABBV Abbvie Inc. | 0.13% | 59,738 | $13.0M | Reduce -1.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.13% | 115,799 | $12.9M | Reduce -2.4% |
| BKNG Booking Holdings Inc. | 0.12% | 2,909 | $12.2M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.12% | 12,280 | $12.2M | Add +0.6% |
| DG Dollar General Corp. | 0.12% | 101,709 | $12.1M | Reduce -4.7% |
| CAT Caterpillar Inc. | 0.11% | 15,961 | $11.3M | Add +4.4% |
| ADBE Adobe Inc. | 0.11% | 45,842 | $11.1M | Reduce -0.3% |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 57,932 | $11.1M | Reduce -3.9% |
| LRCX Lam Research Corp. | 0.11% | 51,474 | $11.0M | Reduce -1.0% |
| SDY SS SPDR S&P Dividend ETF | 0.10% | 72,680 | $10.6M | Add +0.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.10% | 14 | $10.1M | No change |
| PG The Procter & Gamble Co. | 0.10% | 69,049 | $10.0M | Add +1.1% |
| CSCO Cisco Systems Inc. | 0.10% | 127,606 | $9.9M | Add +5.2% |
| PEP Pepsico Inc. | 0.10% | 63,158 | $9.8M | Reduce -1.8% |
| MRK Merck & Co. Inc. | 0.09% | 78,684 | $9.5M | Add +1.7% |
| NEE Nextera Energy Inc. | 0.09% | 99,546 | $9.2M | Add +4.8% |
| AMAT Applied Materials Inc. | 0.09% | 26,918 | $9.2M | Add +0.4% |
| GSY Invesco Ultra Short Duration | 0.09% | 175,421 | $8.8M | Reduce -58.9% |
| ORCL Oracle Corp. | 0.08% | 58,261 | $8.6M | Add +1.4% |
| RTX RTX Corp. | 0.08% | 44,358 | $8.6M | Add +13.9% |
| NFLX Netflix Inc. | 0.08% | 86,492 | $8.3M | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 24,859 | $8.0M | Add +1.8% |
| MU Micron Technology Inc. | 0.08% | 22,744 | $7.7M | Reduce -24.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 153,166 | $7.5M | Add +6.8% |
| SHV iShares 0-1 Year Treasury Bo | 0.07% | 67,543 | $7.5M | New |
| KO The Coca-Cola Co. | 0.07% | 97,070 | $7.4M | Add +7.5% |
| CPRT Copart Inc. | 0.07% | 218,297 | $7.2M | Add +1269.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.07% | 71,845 | $7.2M | Reduce -6.0% |
| AMD Advanced Micro Devices | 0.07% | 35,299 | $7.2M | Add +2.2% |
| GS Goldman Sachs Group Inc. | 0.07% | 8,295 | $7.0M | Reduce -17.7% |
| HBAN Huntington Bancshares Inc. | 0.07% | 438,745 | $6.9M | Add +2.7% |
| PFE Pfizer Inc. | 0.07% | 241,278 | $6.8M | Add +5.5% |
| NKE Nike Inc. Class B | 0.07% | 127,913 | $6.8M | Reduce -0.5% |
| CVX Chevron Corp. | 0.07% | 32,649 | $6.8M | Add +2.8% |
| ETN Eaton Corp. PLC | 0.07% | 18,630 | $6.7M | Add +2.5% |
| APH Amphenol Corp. Class A | 0.06% | 51,037 | $6.4M | Reduce -4.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.06% | 48,633 | $6.4M | Reduce -4.5% |
| ABT Abbott Laboratories | 0.06% | 62,093 | $6.4M | Reduce -2.0% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 22,445 | $6.4M | Add +7.0% |
| MCD McDonald's Corp. | 0.06% | 20,349 | $6.3M | Add +7.7% |
| MCK McKesson Corp. | 0.06% | 7,172 | $6.2M | Reduce -1.2% |
| PM Philip Morris International | 0.06% | 36,865 | $6.1M | Add +1.2% |
| WFC Wells Fargo & Co. | 0.06% | 73,645 | $5.9M | Add +0.3% |
| KLAC KLA Corp. | 0.06% | 3,936 | $5.8M | Add +0.5% |
| AMGN Amgen Inc. | 0.06% | 16,055 | $5.6M | Add +6.5% |
| PLTR Palantir Technologies Inc. Class A | 0.05% | 37,201 | $5.4M | Add +5.5% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 10,899 | $5.4M | Reduce -2.5% |
| TXN Texas Instruments Inc. | 0.05% | 27,347 | $5.3M | Add +9.9% |
| SUB iShares Short-Term National | 0.05% | 49,788 | $5.3M | Reduce -0.9% |
Portfolio Sells Q4 2025 → Q1 2026
| SYK Stryker Corp. | Reduce -3.8% | 51.45% | −1.91 |
| IVV iShares Core S&P 500 ETF | Reduce -5.1% | 8.97% | −0.28 |
| GSY Invesco Ultra Short Duration | Reduce -58.9% | 0.09% | −0.11 |
| PYPL PayPal Holdings Inc. | Reduce -89.5% | 0.01% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 0.60% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -3.2% | 0.88% | −0.05 |
| TJX TJX Companies Inc. | Reduce -30.5% | 0.15% | −0.04 |
| ADBE Adobe Inc. | Reduce -0.3% | 0.11% | −0.04 |
| TSLA Tesla Inc. | Reduce -1.4% | 0.19% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -0.2% | 0.12% | −0.02 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -0.9% | 0.19% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -0.7% | 0.82% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -3.9% | 0.26% | −0.02 |
| INTU Intuit Inc. | Reduce -1.5% | 0.04% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.7% | 0.34% | −0.02 |
| BBVA Banco Bilbao Vizcaya-SP ADR | Reduce -85.7% | 0.00% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -3.5% | 0.14% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -17.7% | 0.07% | −0.01 |
| DG Dollar General Corp. | Reduce -4.7% | 0.12% | −0.01 |
| NVDA Nvidia Corp. | Reduce -1.4% | 0.97% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -8.7% | 0.04% | −0.01 |
| VRSK Verisk Analytics Inc. | Reduce -35.4% | 0.01% | −0.01 |
| ABT Abbott Laboratories | Reduce -2.0% | 0.06% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -1.3% | 0.04% | −0.01 |
| ALNY Alnylam Pharmaceuticals Inc. | Sold out | 0.00% | −0.01 |
| HNI Hni Corp. | Sold out | 0.00% | −0.01 |
| TME Tencent Music Entertainm-ADR | Reduce -83.4% | 0.00% | −0.01 |
| TRI Thomson Reuters Corp. | Sold out | 0.00% | −0.01 |
| NOW ServiceNow Inc. | Reduce -7.5% | 0.02% | −0.01 |
| UBS UBS Group AG-Reg | Reduce -36.3% | 0.01% | −0.01 |
| COF Capital One Financial Corp. | Reduce -5.3% | 0.03% | −0.01 |
| NKE Nike Inc. Class B | Reduce -0.5% | 0.07% | −0.01 |
| AER Aercap Holdings NV | Sold out | 0.00% | −0.01 |
| BR Broadridge Financial Solutio | Reduce -21.8% | 0.01% | −0.01 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.01 |
| GFI Gold Fields Ltd.-Spons ADR | Sold out | 0.00% | −0.01 |
| BSX Boston Scientific Corp. | Reduce -5.0% | 0.01% | −0.01 |
| SAP Sap SE-Sponsored ADR | Reduce -44.4% | 0.01% | −0.01 |
| SONY Sony Group Corp. - SP ADR | Reduce -29.9% | 0.01% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.5% | 0.05% | −0.01 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.01 |
| DIS The Walt Disney Co. | Reduce -7.3% | 0.03% | −0.01 |
| AIG American International Group | Reduce -26.9% | 0.01% | −0.01 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -45.3% | 0.01% | −0.01 |
| ZBRA Zebra Technologies Corp. Class A | Sold out | 0.00% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -9.4% | 0.03% | −0.00 |
| CBRE CBRE Group Inc. Class A | Reduce -14.8% | 0.02% | −0.00 |
| IDCC Interdigital Inc. | Sold out | 0.00% | −0.00 |
| SSNC Ss&c Technologies Holdings | Reduce -3.5% | 0.02% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +17.1% | 4.81% | +0.79 |
| JAAA Janus Henderson Aaa Clo ETF | Add +21.7% | 1.11% | +0.26 |
| IEF iShares 7-10 Year Treasury B | Add +24.7% | 0.90% | +0.22 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +26.7% | 0.63% | +0.18 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +12.5% | 0.52% | +0.10 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.07% | +0.07 |
| XOM Exxon Mobil Corp. | Add +9.0% | 0.18% | +0.07 |
| IEMG iShares Core MSCI Emerging | Add +1.4% | 0.62% | +0.07 |
| CPRT Copart Inc. | Add +1269.9% | 0.07% | +0.07 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +13.6% | 0.29% | +0.06 |
| HON Honeywell International Inc. | Add +1.8% | 0.25% | +0.05 |
| JNJ Johnson & Johnson | Add +2.5% | 0.20% | +0.05 |
| CP Canadian Pacific Kansas City | Add +1.9% | 0.27% | +0.04 |
| CAT Caterpillar Inc. | Add +4.4% | 0.11% | +0.03 |
| PFF iShares Preferred & Income S | Add +3.5% | 0.37% | +0.03 |
| AMAT Applied Materials Inc. | Add +0.4% | 0.09% | +0.03 |
| LITE Lumentum Holdings Inc. | Add +9.8% | 0.04% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.5% | 0.66% | +0.02 |
| COST Costco Wholesale Corp. | Add +0.6% | 0.12% | +0.02 |
| CVX Chevron Corp. | Add +2.8% | 0.07% | +0.02 |
| NEE Nextera Energy Inc. | Add +4.8% | 0.09% | +0.02 |
| RTX RTX Corp. | Add +13.9% | 0.08% | +0.02 |
| MRK Merck & Co. Inc. | Add +1.7% | 0.09% | +0.02 |
| GEV GE Vernova Inc. | Add +9.2% | 0.05% | +0.02 |
| KO The Coca-Cola Co. | Add +7.5% | 0.07% | +0.01 |
| PFE Pfizer Inc. | Add +5.5% | 0.07% | +0.01 |
| LMT Lockheed Martin Corp. | Add +2.5% | 0.05% | +0.01 |
| KLAC KLA Corp. | Add +0.5% | 0.06% | +0.01 |
| LIN Linde PLC | Add +12.7% | 0.05% | +0.01 |
| HD Home Depot Inc. | Add +7.3% | 0.14% | +0.01 |
| TXN Texas Instruments Inc. | Add +9.9% | 0.05% | +0.01 |
| ETN Eaton Corp. PLC | Add +2.5% | 0.07% | +0.01 |
| INTC Intel Corp. | Add +20.0% | 0.03% | +0.01 |
| SDY SS SPDR S&P Dividend ETF | Add +0.4% | 0.10% | +0.01 |
| COP Conocophillips | Add +8.4% | 0.03% | +0.01 |
| CSCO Cisco Systems Inc. | Add +5.2% | 0.10% | +0.01 |
| VZ Verizon Communications Inc. | Add +6.8% | 0.04% | +0.01 |
| AMGN Amgen Inc. | Add +6.5% | 0.06% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.4% | 0.27% | +0.01 |
| STX Seagate Technology Holdings | Add +1.9% | 0.03% | +0.01 |
| MPC Marathon Petroleum Corp. | Add +1.4% | 0.02% | +0.01 |
| SNDK Sandisk Corp. | Add +59.1% | 0.01% | +0.01 |
| T AT&T Inc. | Add +2.5% | 0.04% | +0.01 |
| ADI Analog Devices Inc. | Add +4.7% | 0.04% | +0.01 |
| MCD McDonald's Corp. | Add +7.7% | 0.06% | +0.01 |
| FAST Fastenal Co. | Add +4.1% | 0.04% | +0.01 |
| PSX Phillips 66 | Add +18.0% | 0.02% | +0.01 |
| DOW Dow Inc. | Add +6.5% | 0.02% | +0.01 |
| FITB Fifth Third Bancorp | Add +23.8% | 0.03% | +0.01 |
| PG The Procter & Gamble Co. | Add +1.1% | 0.10% | +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 |