GREENLEAF TRUST
•CIK: 1162170•Filing: Q4 2025
Greenleaf Trust, with $10.9 billion in assets under management, is heavily concentrated in SYK, holding 53.4% of its portfolio, indicating a strong conviction in the company's prospects. The fund, known for its bold moves, recently added SPMD and SPSM, increasing their positions by 1311% and 1217% respectively, while exiting VCLT and GJB, reflecting a strategic shift towards more aggressive growth opportunities.
Total AUM
$10.9B
QoQ Performance
-0.8%
Positions
815
Top 10 Concentration
78.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SYK
IVV
SYK53.4%
IVV9.2%
SPYM4.0%
IEFA1.9%
AAPL1.6%
MSFT1.3%
IJH1.0%
NVDA1.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.6%
ETF10.3%
Technology7.9%
Financial2.5%
Consumer2.0%
Healthcare1.1%
Industrial0.6%
Consumer Staples0.3%
🚪 Exited Positionssold since Q3 2025
+600 more exited positions
Changes from Q3 2025
NEW1 new position
↑87 increased
↓109 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023