GREENLEAF TRUST

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$10.9B

Total Positions

816

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

SYK53.36%

IVV9.25%

SPYM4.02%

IEFA1.85%

AAPL1.60%

MSFT1.29%

IJH0.99%

NVDA0.98%

AMZN0.98%

GOOG0.92%

Other8.81%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

GFI25Q held

GOLD FIELDS LTD

Avg $6.36 · $726,942 est. P&L

Est. P&L

+594.06%

RRC24Q held

Range Resources Corp

Avg $5.35 · $281,778 est. P&L

Est. P&L

+575.01%

EME23Q held

EMCOR Group Inc

Avg $98.36 · $415,377 est. P&L

Est. P&L

+527.24%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 816 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
SYK Stryker Corp	16.6M	$5.8B	53.4%	—	$186.27	+89.64%	28 qtrs	Decreased 0
IVV ISHARES TR	1.5M	$1B	9.2%	—	$307.49	+124.37%	28 qtrs	Decreased 0
SPYM SPDR SERIES TRUST	5.5M	$438.3M	4.0%	—	$80.33	+0.62%	20 qtrs	Increased 92
IEFA ISHARES TR	2.3M	$202M	1.9%	—	$50.25	+78.85%	28 qtrs	Decreased 0
AAPL Apple Inc	640,284	$174.1M	1.6%	—	$113.09	+141.25%	28 qtrs	Decreased 0
MSFT Microsoft Corp	291,611	$141M	1.3%	—	$196.80	+147.70%	28 qtrs	Decreased 0
IJH ISHARES TR	1.6M	$108.5M	1.0%	—	$54.51	+22.35%	28 qtrs	Decreased 0
NVDA NVIDIA Corp	573,769	$107M	1.0%	—	$112.99	+65.98%	28 qtrs	Decreased 0
AMZN Amazon.com Inc	463,473	$107M	1.0%	—	$115.83	+100.74%	28 qtrs	Decreased 0
GOOG Alphabet Inc	320,997	$100.7M	0.9%	—	$96.41	+226.27%	28 qtrs	Decreased 0
JAAA JANUS DETROIT STR TR	1.8M	$93.5M	0.9%	—	$50.39	0.00%	1 qtr	New 58
GOOGL Alphabet Inc	291,300	$91.2M	0.8%	—	$107.31	+192.48%	28 qtrs	Increased 42
EEM ISHARES TR	1.5M	$83.4M	0.8%	—	$36.64	+49.78%	28 qtrs	Decreased 0
V Visa Inc	233,195	$81.8M	0.7%	—	$273.01	+29.26%	28 qtrs	Increased 42
IEF ISHARES TR	769,541	$74M	0.7%	—	$94.10	+2.20%	28 qtrs	Increased 67
META Meta Platforms Inc	108,066	$71.3M	0.7%	—	$196.20	+239.42%	28 qtrs	Decreased 0
BRK/B Berkshire Hathaway Inc	138,346	$69.5M	0.6%	—	—	—	28 qtrs	Decreased 0
IJR ISHARES TR	550,979	$66.2M	0.6%	—	$72.76	+67.24%	28 qtrs	Decreased 0
IEMG ISHARES INC	895,353	$60.2M	0.6%	—	$47.51	+41.83%	20 qtrs	Decreased 0
SPDW SPDR INDEX SHS FDS	1.1M	$49.6M	0.5%	—	$44.03	+1.30%	20 qtrs	Increased 56
VOO VANGUARD INDEX FDS	78,354	$49.1M	0.5%	—	$368.30	+71.52%	23 qtrs	Decreased 0
SPMD SPDR SERIES TRUST	801,325	$46.4M	0.4%	—	$58.41	+0.20%	2 qtrs	Increased 56
46435G102 ISHARES TR	451,146	$44.4M	0.4%	—	—	—	—	Increased 35
EFA ISHARES TR	427,611	$41.1M	0.4%	—	$57.73	+67.04%	28 qtrs	Decreased 0
IVW ISHARES TR	316,812	$39.1M	0.4%	—	$56.83	+118.47%	28 qtrs	Decreased 0
Showing 25 of 816 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

AEPAmerican Electric Power Co Inc

Q1 2024 → Q4 2025+2,352 shares+$561,246

46435G102ISHARES TR

Q1 2024 → Q4 2025+155,963 shares+$21.2M

APOApollo Global Management Inc

Q2 2024 → Q4 2025+1,768 shares+$315,386

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer