13F Insight
DOSSIER · 13F-HR · Q1 2026

GREENLEAF TRUST

GREENLEAF TRUST's pension fund based in Chicago, IL — $10.2B in tracked AUM across 1,325 positions as of Q1 2026.

GT
GREENLEAF TRUST·Chicago, IL·Pension Fund
CIK 0001162170 · last filed Mar 31, 2026
Total AUM
$10.2B
▼ 9.3%
vs prior
Holdings
1,325
—
positions
Whale Score
73
73
strong
Activity
—
no data
changes this Q
Top sector
Tech
19% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of GREENLEAF TRUST SEC 13F Filing
1. Portfolio Overview

The filing for GREENLEAF TRUST (CIK: 0001162170) reveals a dramatic transformation in the firm's portfolio management strategy between the reporting periods ending September 30, 2025, and December 31, 2025. The total portfolio value surged by 598.7%, growing from $1.56 billion to $10.91 billion. This exponential increase suggests a significant capital inflow event, such as a large client acquisition...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SYK
Stryker Corporation
$5.2B15.9M51.5%
02
IVV
iShares Core S&P 500 Index
$913M1.4M9.0%
03
SPYM
State Street SPDR Portfolio S&
$490M6.4M4.8%
04
IEFA
iShares Core MSCI EAFE ETF
$193M2.1M1.9%
05
AAPL
Apple Inc
$162M638K1.6%
06
JAAA
Janus Henderson AAA CLO ETF
$113M2.2M1.1%
07
MSFT
Microsoft Corporation
$108M292K1.1%
08
IJH
iShares Core S&P Midcap 400 In
$106M1.6M1.0%
09
NVDA
Nvidia Corp
$99M566K1.0%
10
AMZN
Amazon.com Inc
$97M466K1.0%

Filing history

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