GREENLEAF TRUST
Q1 2024 Form 13-F
KALAMAZOO, MICHIGAN
CIK 0001162170
· Institutional investment manager
$10.8B Reported Value Total
Reported value
$10.8B
Quarter over quarter
+15.0%
Holdings
776
Top-10 concentration
79.5%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Daniel J. Rinzema
President
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q1 2024 13F record
Q1 2024 13F filing summary
| Period of report | March 31, 2024 |
|---|---|
| Filed | April 29, 2024 |
| Form | 13F-HR |
| Reported value | $10.8B |
| Positions | 776 |
| Change in reported value | +15.4% |
| New positions | 50 |
| Exited positions | 24 |
| Position turnover | 9.3% |
| Top-10 concentration | 79.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 29, 2026
|
836 | $9.8B |
|
Q2 2026 13F
Filed Jul 21, 2026
|
867 | $10.4B |
|
Q1 2026 13F
Filed Apr 27, 2026
|
804 | $10.2B |
|
Q4 2025 13F
Filed Jan 21, 2026
|
816 | $10.9B |
|
Q3 2025 13F
Filed Oct 22, 2025
|
804 | $11.0B |
|
Q2 2025 13F
Filed Jul 17, 2025
|
797 | $11.3B |
|
Q1 2025 13F
Filed Apr 30, 2025
|
797 | $11.0B |
|
Q4 2024 13F
Filed Jan 24, 2025
|
806 | $11.0B |
|
Q3 2024 13F
Filed Oct 22, 2024
|
832 | $11.2B |
|
Q2 2024 13F
Filed Jul 22, 2024
|
792 | $10.5B |
|
Q1 2024 13F
Filed Apr 29, 2024
|
776 | $10.8B |
|
Q4 2023 13F
Filed Jan 31, 2024
|
750 | $9.3B |
|
Q3 2023 13F
Filed Nov 9, 2023
|
743 | $8.7B |
|
Q2 2023 13F
Filed Aug 9, 2023
|
766 | $9.4B |
|
Q1 2023 13F
Filed May 11, 2023
|
771 | $8.8B |
|
Q4 2022 13F
Filed Jan 25, 2023
|
744 | $7.9B |
|
Q3 2022 13F
Filed Nov 10, 2022
|
707 | $6.8B |
|
Q2 2022 13F
Filed Aug 12, 2022
|
713 | $6.6B |
|
Q1 2022 13F
Filed Apr 27, 2022
|
755 | $8.4B |
|
Q4 2021 13F
Filed Feb 11, 2022
|
759 | $8.5B |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SYK Stryker Corporation | $6.7B | 61.85% |
| 2 | IVV iShares Core S&P 500 Index | $950.1M | 8.83% |
| 3 | IEFA iShares Core MSCI EAFE ETF | $202.7M | 1.88% |
| 4 | IJH iShares Core S&P Midcap 400 Index | $144.0M | 1.34% |
| 5 | MSFT Microsoft Corporation | $131.1M | 1.22% |
| 6 | AAPL Apple Inc | $115.7M | 1.08% |
| 7 | EEM iShares MSCI Emerging Index Fund MFC | $105.9M | 0.98% |
| 8 | IJR iShares Core S&P Smallcap 600 Index | $91.0M | 0.85% |
| 9 | AMZN Amazon.com Inc | $84.8M | 0.79% |
| 10 | NVDA Nvidia Corp | $77.2M | 0.72% |
| 11 | GOOG Alphabet Inc. Cl C | $65.4M | 0.61% |
| 12 | V Visa Inc - Class A | $60.0M | 0.56% |
| 13 | BRK-B Berkshire Hathaway Cl B | $58.2M | 0.54% |
| 14 | META Meta Platforms Inc. Cl A | $54.7M | 0.51% |
| 15 | SPY S&P 500 Index ETF | $51.9M | 0.48% |
| 16 | IEMG iShares Core MSCI Emerging Market | $49.9M | 0.46% |
| 17 | GOOGL Alphabet Inc. Cl A | $39.7M | 0.37% |
| 18 | EFA iShares MSCI EAFE ETF | $38.7M | 0.36% |
| 19 | IVW Ishares S&P 500 Growth Index Fund | $35.6M | 0.33% |
| 20 | VOO Vanguard S&P 500 ETF | $34.6M | 0.32% |
Values as reported on the Q1 2024 Form 13F. Every position is in the holdings table below.