10,000+ stock pitches from top investors available on joinyellowbrick.com
GREENLEAF TRUST 13F Holdings
Holdings from the most recent 13F from GREENLEAF TRUST
Filed: 2025-07-17 (Q2 2025) | Holdings: 1297 | Value: $11.3B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| SYK - Stryker Corporation | Reduce 2% $(169.2M) | 58.38% | $6.6B | -3.67% | |||
| IVV - iShares Core S&P 500 Index | Add 3% ($38.5M) | 11.23% | $1.3B | +5.78% | |||
| IEFA - iShares Core MSCI EAFE ETF | Reduce 1% $(1.9M) | 2.03% | $229.4M | +4.47% | |||
| MSFT - Microsoft Corporation | Reduce 4% $(6.6M) | 1.39% | $157.2M | +0.84% | |||
| IJH - iShares Core S&P Midcap 400 In | 1.25% | $141.0M | +3.23% | ||||
| AAPL - Apple Inc | Reduce 7% $(11.1M) | 1.22% | $138.1M | +16.55% | |||
| NVDA - Nvidia Corp | Reduce 16% $(21.3M) | 0.98% | $110.5M | +1.75% | |||
| AMZN - Amazon.com Inc | Reduce 5% $(5.3M) | 0.94% | $106.4M | +2.82% | |||
| IJR - iShares Core S&P Smallcap 600 | Reduce 2% $(2.1M) | 0.72% | $81.8M | +5.58% | |||
| META - Meta Platforms Inc. Cl A | Reduce 3% $(2.6M) | 0.71% | $80.5M | +10.85% | |||
| EEM - iShares MSCI Emerging Index Fu | Reduce 7% $(6.0M) | 0.70% | $79.7M | ||||
| V - Visa Inc - Class A | Reduce 66% $(132.4M) | 0.60% | $67.5M | ||||
| BRK.B - Berkshire Hathaway Cl B | Reduce 3% $(1.9M) | 0.58% | $65.9M | +3.98% | |||
| SPY - S&P 500 Index ETF | Reduce 2% $(1.2M) | 0.57% | $64.5M | ||||
| GOOG - Alphabet Inc. Cl C | Reduce 6% $(4.1M) | 0.52% | $59.1M | ||||
| IEMG - iShares Core MSCI Emerging Mar | Reduce 2% $(1.3M) | 0.49% | $55.3M | +7.02% | |||
| GOOGL - Alphabet Inc. Cl A | Add 36% ($13.7M) | 0.46% | $51.5M | ||||
| VOO - Vanguard S&P 500 ETF | Add 9% ($3.8M) | 0.40% | $45.5M | +5.76% | |||
| ICVT - iShares Convertible Bond ETF | 0.35% | $40.0M | +7.49% | ||||
| EFA - iShares MSCI EAFE ETF | Reduce 2% $(959.6K) | 0.34% | $38.5M | +4.47% | |||
| IVW - Ishares S&P 500 Growth Index F | Add 1% ($246.4K) | 0.33% | $37.6M | +7.40% | |||
| PFF - iShares Preferred & Income Sec | Reduce 2% $(753.0K) | 0.30% | $34.1M | +3.88% | |||
| JPM - J P Morgan Chase & Co | Reduce 14% $(5.6M) | 0.30% | $33.4M | ||||
| SPGI - S&P Global Inc | Add 1% ($370.2K) | 0.29% | $33.3M | -3.36% | |||
| IVE - Ishares S&P 500 Value ETF | Add 2% ($676.5K) | 0.28% | $31.4M | +3.67% | |||
| AVGO - Broadcom Inc | Reduce 5% $(1.5M) | 0.23% | $26.5M | ||||
| CP - Canadian Pacific Kansas City L | Add 2% ($464.4K) | 0.22% | $24.7M | ||||
| AMT - American Tower Corporation | Reduce 35% $(12.9M) | 0.21% | $23.6M | ||||
| TSM - Taiwan Semiconductor Mfg Co AD | New Purchase | 0.20% | $22.9M | +8.24% | |||
| HON - Honeywell International Inc | Reduce 5% $(1.1M) | 0.20% | $22.3M | ||||
| CRM - Salesforce, Inc. | Add 1% ($219.0K) | 0.18% | $20.8M | ||||
| IEF - iShares 7-10 Year Treasury Bon | Add 2% ($446.2K) | 0.18% | $20.2M | +3.02% | |||
| ROP - Roper Technologies Inc. | 0.17% | $19.3M | -8.17% | ||||
| VEU - Vanguard FTSE All-World ex-US | Reduce 25% $(6.4M) | 0.17% | $19.3M | +5.71% | |||
| GSY - Invesco Ultra Short Duration E | Reduce 13% $(2.8M) | 0.17% | $19.0M | ||||
| VTI - Vanguard Total Stock Market Fu | Reduce 3% $(532.2K) | 0.17% | $18.7M | +5.93% | |||
| MDLZ - Mondelez International Inc Cl | Reduce 1% $(207.8K) | 0.16% | $18.2M | -8.84% | |||
| GVI - iShares Intermediate Gov/Credi | Reduce 7% $(1.2M) | 0.15% | $17.0M | +1.90% | |||
| EFV - Ishares MSCI EAFE Value ETF | Reduce 4% $(672.8K) | 0.14% | $16.2M | +6.07% | |||
| TSLA - Tesla Mtrs Inc | New Purchase | 0.14% | $15.9M | +32.46% | |||
| ITOT - Ishares Core S&P Total US | New Purchase | 0.14% | $15.3M | +5.83% | |||
| ADBE - Adobe Systems Inc | Reduce 100% | 0.00% | $0.00 | ||||
| DHR - Danaher Corporation | Reduce 100% | 0.00% | $0.00 | ||||
| LLY - Lilly Eli & Co | Reduce 100% | 0.00% | $0.00 | ||||