Greenleaf Trust
Greenleaf Trust reported 836 stocks worth $9.8B in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SYK (42.8%), IVV (10.1%) and SPYM (6.8%). Compared with Q2 2026, the fund opened new positions in HXF and HONA, added to SPYM, JAAA and IEF, trimmed SYK, IVV and AAPL and sold out of XOM, QDEF and OKE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SYK Stryker Corporation | $4.2B | 42.8% | 15.2M | −73K (−0%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $989M | 10.1% | 1.3M | −53K (−4%) | 8 of 8 | |
| 3 |  SPYM Spdr Series Trust | $665M | 6.8% | 7.4M | +400K (+6%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $203M | 2.1% | 609K | −17K (−3%) | 8 of 8 | |
| 5 |  IEFA Ishares TR | $194M | 2.0% | 2M | −59K (−3%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $149M | 1.5% | 290K | −6,236 (−2%) | 8 of 8 | |
| 7 |  JAAA Janus Detroit Str TR | $136M | 1.4% | 2.7M | +193K (+8%) | 4 of 8 | |
| 8 |  NVDA Nvidia Corporation | $122M | 1.3% | 536K | −28K (−5%) | 8 of 8 | |
| 9 |  AMZN Amazon Com Inc | $112M | 1.1% | 451K | −11K (−2%) | 8 of 8 | |
| 10 |  IJH Ishares TR | $103M | 1.1% | 1.4M | −50K (−3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $15M | 110K |
 QDEF Flexshares TR | $1.3M | 15K |
ELECTRONIC ARTS INC | $1.2M | 5,986 |
 OKE Oneok Inc New | $808K | 9,294 |
JANUS HENDERSON GROUP PLC | $486K | 9,359 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Greenleaf Trust 13F FAQ
What does Greenleaf Trust own?
Greenleaf Trust reported 836 stocks worth $9.8B in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SYK (42.8%), IVV (10.1%) and SPYM (6.8%). The table above lists every position in the filing (the top 10 without an account).
What did Greenleaf Trust buy and sell in Q3 2026?
Compared with Q2 2026: 42 new positions, 225 added to, 509 trimmed and 73 sold out. New positions include HXF and HONA. It sold all of XOM, QDEF and OKE.
When will Greenleaf Trust file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Greenleaf Trust's portfolio worth?
The Q3 2026 filing reports $9.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.