Greenfield Savings Bank
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 10, 2024), Greenfield Savings Bank reported 149 stock positions worth $190.2 million. Its top holding was Apple (AAPL) at 6.2% of the portfolio, followed by Microsoft (MSFT, 6.1%) and JPMorgan Chase (JPM, 2.6%). Compared with Q4 2023, it opened 7 new positions, sold out of 1, added to 45 and reduced 73. The biggest buy was Nvidia (NVDA, shares +11%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- GREENFIELD, MA
- CIK
- 0001940406
- Portfolio Value
- $190.2M (Q1 2024)
- SEC Filing
- 0001376474-24-000158 ↗ filed Apr 10, 2024
Holdings Value
Holdings 149 stocks · $190.2M
| AAPL Apple Inc. | 6.15% | 68,230 | $11.7M | Reduce -0.8% |
| MSFT Microsoft Corp. | 6.14% | 27,771 | $11.7M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 2.61% | 24,803 | $5.0M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 2.47% | 77,298 | $4.7M | Add +6.8% |
| HD Home Depot Inc. | 2.24% | 11,117 | $4.3M | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 2.20% | 37,849 | $4.2M | Add +6.8% |
| AMZN Amazon.com Inc. | 2.16% | 22,779 | $4.1M | Add +0.1% |
| MA Mastercard Inc. Class A | 2.15% | 8,494 | $4.1M | Reduce -3.0% |
| COST Costco Wholesale Corp. | 2.08% | 5,413 | $4.0M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 1.93% | 24,064 | $3.7M | Reduce -0.0% |
| PGR Progressive Corp. | 1.79% | 16,491 | $3.4M | Add +0.5% |
| ABBV Abbvie Inc. | 1.63% | 17,004 | $3.1M | Add +0.0% |
| UNH Unitedhealth Group Inc. | 1.62% | 6,216 | $3.1M | Reduce -3.4% |
| AXP American Express Co. | 1.58% | 13,219 | $3.0M | Reduce -1.6% |
| NVDA Nvidia Corp. | 1.56% | 3,277 | $3.0M | Add +10.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.54% | 6,587 | $2.9M | Add +4.0% |
| META Meta Platforms Inc. Class A | 1.49% | 5,832 | $2.8M | Add +1.2% |
| ELV Elevance Health Inc. | 1.42% | 5,201 | $2.7M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 1.40% | 17,615 | $2.7M | Reduce -2.8% |
| MCD McDonald's Corp. | 1.37% | 9,230 | $2.6M | Reduce -1.6% |
| CAT Caterpillar Inc. | 1.26% | 6,531 | $2.4M | Reduce -2.0% |
| PG The Procter & Gamble Co. | 1.22% | 14,291 | $2.3M | Reduce -1.0% |
| LMT Lockheed Martin Corp. | 1.18% | 4,920 | $2.2M | Reduce -1.6% |
| AMAT Applied Materials Inc. | 1.12% | 10,326 | $2.1M | Add +0.2% |
| XOM Exxon Mobil Corp. | 1.12% | 18,256 | $2.1M | Add +0.3% |
| NEE Nextera Energy Inc. | 1.11% | 33,158 | $2.1M | Add +2.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.11% | 8,106 | $2.1M | Add +1.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.07% | 5,109 | $2.0M | Add +6.9% |
| CVX Chevron Corp. | 1.00% | 12,087 | $1.9M | Reduce -1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.98% | 3,547 | $1.9M | Add +7.8% |
| PM Philip Morris International | 0.95% | 19,630 | $1.8M | Reduce -1.2% |
| CMCSA Comcast Corp. Class A | 0.94% | 41,317 | $1.8M | Add +0.3% |
| JNJ Johnson & Johnson | 0.91% | 10,968 | $1.7M | Reduce -0.5% |
| STLD Steel Dynamics Inc. | 0.91% | 11,676 | $1.7M | Add +0.7% |
| CVS CVS Health Corp. | 0.83% | 19,843 | $1.6M | Add +1.4% |
| VLO Valero Energy Corp. | 0.83% | 9,210 | $1.6M | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.81% | 40,855 | $1.5M | Add +0.5% |
| MET Metlife Inc. | 0.81% | 20,824 | $1.5M | Reduce -1.6% |
| CSCO Cisco Systems Inc. | 0.80% | 30,567 | $1.5M | Add +4.8% |
| PEP Pepsico Inc. | 0.79% | 8,625 | $1.5M | Reduce -1.5% |
| BMY Bristol-Myers Squibb Co. | 0.76% | 26,541 | $1.4M | Reduce -0.4% |
| TXN Texas Instruments Inc. | 0.75% | 8,146 | $1.4M | No change |
| PAYX Paychex Inc. | 0.74% | 11,450 | $1.4M | Reduce -0.7% |
| EFA iShares MSCI Eafe ETF | 0.73% | 17,448 | $1.4M | Add +8.8% |
| V Visa Inc. Class A | 0.71% | 4,846 | $1.4M | Add +4.0% |
| INTC Intel Corp. | 0.64% | 27,687 | $1.2M | Reduce -0.2% |
| PFE Pfizer Inc. | 0.63% | 43,091 | $1.2M | Add +1.3% |
| DUK Duke Energy Corp. | 0.62% | 12,293 | $1.2M | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 2,805 | $1.2M | No change |
| MO Altria Group Inc. | 0.62% | 26,926 | $1.2M | Reduce -0.8% |
| GILD Gilead Sciences Inc. | 0.61% | 15,966 | $1.2M | Add +0.8% |
| HON Honeywell International Inc. | 0.61% | 5,614 | $1.2M | Add +19.2% |
| FTNT Fortinet Inc. | 0.60% | 16,779 | $1.1M | Reduce -12.3% |
| MRK Merck & Co. Inc. | 0.59% | 8,504 | $1.1M | Reduce -2.7% |
| ORCL Oracle Corp. | 0.58% | 8,776 | $1.1M | Reduce -3.4% |
| TILT NT Mstar US Ftilt ETF | 0.57% | 5,500 | $1.1M | No change |
| VZ Verizon Communications Inc. | 0.57% | 25,828 | $1.1M | Reduce -3.0% |
| RSP Invesco S&P 500 Equal Weight | 0.55% | 6,122 | $1.0M | Reduce -5.2% |
| RTX RTX Corp. | 0.54% | 10,528 | $1.0M | Reduce -0.4% |
| MDLZ Mondelez International Inc. Class A | 0.54% | 14,636 | $1.0M | Reduce -0.2% |
| UNP Union Pacific Corp. | 0.52% | 4,048 | $996K | No change |
| COP Conocophillips | 0.52% | 7,779 | $990K | Add +3.4% |
| AMGN Amgen Inc. | 0.52% | 3,467 | $986K | Reduce -0.9% |
| ETN Eaton Corp. PLC | 0.51% | 3,133 | $980K | Reduce -1.2% |
| SHW The Sherwin-Williams Co. | 0.51% | 2,775 | $964K | No change |
| LOW Lowe's Cos Inc. | 0.50% | 3,729 | $950K | Reduce -0.8% |
| MCHP Microchip Technology Inc. | 0.48% | 10,166 | $912K | Reduce -1.4% |
| MAR Marriott International Class A | 0.46% | 3,451 | $871K | Add +0.5% |
| WMT Walmart Inc. | 0.45% | 14,183 | $853K | Add +2.4% |
| KMB Kimberly-Clark Corp. | 0.45% | 6,585 | $852K | Reduce -2.5% |
| BLK BlackRock Finance Inc. | 0.45% | 1,021 | $851K | Reduce -1.1% |
| KO The Coca-Cola Co. | 0.44% | 13,547 | $829K | Add +31.9% |
| EMR Emerson Electric Co. | 0.40% | 6,756 | $766K | Reduce -1.9% |
| CI The Cigna Group | 0.39% | 2,048 | $744K | Reduce -2.4% |
| ABT Abbott Laboratories | 0.38% | 6,310 | $717K | No change |
| DVY iShares Select Dividend ETF | 0.38% | 5,813 | $716K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 3,670 | $701K | Reduce -0.3% |
| PHM Pultegroup Inc. | 0.35% | 5,490 | $662K | Add +9.8% |
| LLY Eli Lilly & Co. | 0.34% | 835 | $650K | No change |
| MPC Marathon Petroleum Corp. | 0.34% | 3,186 | $642K | No change |
| ITW Illinois Tool Works | 0.34% | 2,388 | $641K | No change |
| PNC PNC Financial Services Group | 0.33% | 3,881 | $627K | Reduce -1.6% |
| AMD Advanced Micro Devices | 0.32% | 3,384 | $611K | Add +28.2% |
| NOC Northrop Grumman Corp. | 0.32% | 1,264 | $605K | Reduce -3.6% |
| USB US Bancorp | 0.31% | 13,314 | $595K | Add +28.3% |
| GPC Genuine Parts Co. | 0.31% | 3,827 | $593K | Reduce -2.8% |
| APD Air Products & Chemicals Inc. | 0.31% | 2,434 | $590K | No change |
| TSLA Tesla Inc. | 0.31% | 3,321 | $584K | Add +25.6% |
| LHX L3HARRIS Technologies Inc. | 0.31% | 2,733 | $582K | Reduce -1.3% |
| OKE Oneok Inc. | 0.31% | 7,264 | $582K | Reduce -1.1% |
| GRMN Garmin Ltd. | 0.30% | 3,794 | $565K | Reduce -7.3% |
| ADP Automatic Data Processing | 0.29% | 2,227 | $556K | No change |
| ALL Allstate Corp. | 0.27% | 3,010 | $521K | Reduce -2.4% |
| NVR NVR Inc. | 0.27% | 63 | $510K | Add +1.6% |
| SYK Stryker Corp. | 0.26% | 1,388 | $497K | No change |
| ADBE Adobe Inc. | 0.25% | 955 | $482K | Add +10.4% |
| TD Toronto-Dominion Bank | 0.25% | 7,769 | $469K | Reduce -1.3% |
| IVV iShares Core S&P 500 ETF | 0.25% | 892 | $469K | No change |
| C Citigroup Inc. | 0.24% | 7,258 | $459K | Reduce -7.6% |
| VWO Vanguard Ftse Emerging Marke | 0.24% | 10,774 | $450K | Add +5.0% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -0.8% | 6.15% | −1.51 |
| UNH Unitedhealth Group Inc. | Reduce -3.4% | 1.62% | −0.34 |
| MCD McDonald's Corp. | Reduce -1.6% | 1.37% | −0.24 |
| INTC Intel Corp. | Reduce -0.2% | 0.64% | −0.16 |
| PM Philip Morris International | Reduce -1.2% | 0.95% | −0.14 |
| LMT Lockheed Martin Corp. | Reduce -1.6% | 1.18% | −0.13 |
| DAR Darling Ingredients Inc. | Sold out | 0.00% | −0.13 |
| JNJ Johnson & Johnson | Reduce -0.5% | 0.91% | −0.09 |
| DUK Duke Energy Corp. | Reduce -1.9% | 0.62% | −0.08 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.2% | 0.54% | −0.08 |
| PEP Pepsico Inc. | Reduce -1.5% | 0.79% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -2.8% | 1.40% | −0.07 |
| AMGN Amgen Inc. | Reduce -0.9% | 0.52% | −0.07 |
| CVX Chevron Corp. | Reduce -1.9% | 1.00% | −0.06 |
| MCHP Microchip Technology Inc. | Reduce -1.4% | 0.48% | −0.06 |
| PAYX Paychex Inc. | Reduce -0.7% | 0.74% | −0.06 |
| TD Toronto-Dominion Bank | Reduce -1.3% | 0.25% | −0.05 |
| FTNT Fortinet Inc. | Reduce -12.3% | 0.60% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Reduce -5.2% | 0.55% | −0.04 |
| WEC WEC Energy Group Inc. | Reduce -7.1% | 0.19% | −0.04 |
| DIS The Walt Disney Co. | Reduce -33.9% | 0.17% | −0.04 |
| BLK BlackRock Finance Inc. | Reduce -1.1% | 0.45% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -0.0% | 1.93% | −0.04 |
| NOC Northrop Grumman Corp. | Reduce -3.6% | 0.32% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.4% | 0.76% | −0.03 |
| ARKK ARK Innovation ETF | Reduce -9.6% | 0.13% | −0.03 |
| DAL Delta Air Lines Inc. | Reduce -25.2% | 0.13% | −0.03 |
| LHX L3HARRIS Technologies Inc. | Reduce -1.3% | 0.31% | −0.03 |
| SO The Southern Co. | Reduce -15.2% | 0.11% | −0.03 |
| T AT&T Inc. | Reduce -11.3% | 0.16% | −0.03 |
| FDX FedEx Corp. | Reduce -16.2% | 0.19% | −0.03 |
| KMB Kimberly-Clark Corp. | Reduce -2.5% | 0.45% | −0.03 |
| PPL PPL Corp. | Reduce -9.9% | 0.12% | −0.02 |
| PNC PNC Financial Services Group | Reduce -1.6% | 0.33% | −0.02 |
| CBRE CBRE Group Inc. Class A | Reduce -4.5% | 0.22% | −0.02 |
| AFL Aflac Inc. | Reduce -9.4% | 0.13% | −0.02 |
| OHI Omega Healthcare Investors | Reduce -3.5% | 0.19% | −0.02 |
| TNL Travel + Leisure Co. | Reduce -26.1% | 0.11% | −0.02 |
| MO Altria Group Inc. | Reduce -0.8% | 0.62% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -5.6% | 0.11% | −0.01 |
| TGT Target Corp. | Reduce -15.8% | 0.23% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -3.0% | 2.15% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -3.0% | 0.57% | −0.01 |
| GRMN Garmin Ltd. | Reduce -7.3% | 0.30% | −0.01 |
| EXC Exelon Corp. | Reduce -0.8% | 0.11% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.0% | 1.22% | −0.01 |
| BP BP PLC-Spons ADR | Reduce -0.5% | 0.13% | −0.00 |
| GD General Dynamics Corp. | Reduce -0.7% | 0.23% | −0.00 |
| GPC Genuine Parts Co. | Reduce -2.8% | 0.31% | −0.00 |
| STZ Constellation Brands Inc. Class A | Reduce -4.4% | 0.11% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +10.9% | 1.56% | +0.71 |
| META Meta Platforms Inc. Class A | Add +1.2% | 1.49% | +0.31 |
| PGR Progressive Corp. | Add +0.5% | 1.79% | +0.28 |
| AMZN Amazon.com Inc. | Add +0.1% | 2.16% | +0.16 |
| AMAT Applied Materials Inc. | Add +0.2% | 1.12% | +0.15 |
| EME Emcor Group Inc. | New | 0.15% | +0.15 |
| IJH iShares Core S&P Midcap ETF | Add +6.8% | 2.47% | +0.15 |
| TXT Textron Inc. | New | 0.14% | +0.14 |
| UPS United Parcel Service Class B | New | 0.13% | +0.13 |
| STLD Steel Dynamics Inc. | Add +0.7% | 0.91% | +0.12 |
| IBTJ iShares Ibonds Dec 2029 Term | New | 0.11% | +0.11 |
| PKG Packaging Corp. of America | New | 0.11% | +0.11 |
| VEA Vanguard Ftse Developed ETF | New | 0.11% | +0.11 |
| BWA Borgwarner Inc. | New | 0.11% | +0.11 |
| ABBV Abbvie Inc. | Add +0.0% | 1.63% | +0.10 |
| AMD Advanced Micro Devices | Add +28.2% | 0.32% | +0.10 |
| KO The Coca-Cola Co. | Add +31.9% | 0.44% | +0.09 |
| CB Chubb Ltd. | Add +49.8% | 0.21% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.8% | 0.98% | +0.07 |
| NRG NRG Energy Inc. | Add +22.7% | 0.22% | +0.07 |
| XOM Exxon Mobil Corp. | Add +0.3% | 1.12% | +0.06 |
| REGN Regeneron Pharmaceuticals | Add +42.1% | 0.21% | +0.06 |
| USB US Bancorp | Add +28.3% | 0.31% | +0.05 |
| IBTG iShares Ibonds Dec 2026 Term | Add +49.9% | 0.19% | +0.05 |
| PHM Pultegroup Inc. | Add +9.8% | 0.35% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.0% | 1.54% | +0.04 |
| HON Honeywell International Inc. | Add +19.2% | 0.61% | +0.03 |
| EFA iShares MSCI Eafe ETF | Add +8.8% | 0.73% | +0.03 |
| WMT Walmart Inc. | Add +2.4% | 0.45% | +0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Add +6.9% | 1.07% | +0.03 |
| BAC Bank of America Corp. | Add +0.5% | 0.81% | +0.02 |
| CE Celanese Corp. | Add +10.6% | 0.19% | +0.02 |
| NVR NVR Inc. | Add +1.6% | 0.27% | +0.02 |
| EOG EOG Resources Inc. | Add +16.5% | 0.16% | +0.02 |
| IBTE iShares Ibonds Dec 2024 Term | Add +20.0% | 0.18% | +0.02 |
| COP Conocophillips | Add +3.4% | 0.52% | +0.02 |
| ELV Elevance Health Inc. | Add +0.9% | 1.42% | +0.01 |
| MAR Marriott International Class A | Add +0.5% | 0.46% | +0.01 |
| V Visa Inc. Class A | Add +4.0% | 0.71% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.0% | 1.11% | +0.01 |
| ON On Semiconductor | Add +26.9% | 0.14% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.6% | 0.20% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +5.0% | 0.24% | −0.01 |
| NEE Nextera Energy Inc. | Add +2.9% | 1.11% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Add +6.8% | 2.20% | −0.02 |
| ADBE Adobe Inc. | Add +10.4% | 0.25% | −0.05 |
| CSCO Cisco Systems Inc. | Add +4.8% | 0.80% | −0.05 |
| CVS CVS Health Corp. | Add +1.4% | 0.83% | −0.06 |
| TSLA Tesla Inc. | Add +25.6% | 0.31% | −0.07 |
| PFE Pfizer Inc. | Add +1.3% | 0.63% | −0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 148 | $263.7M | AAPL, MSFT, GOOG, AMAT, JPM |
| Q1 2026 | 143 | $234.5M | AAPL, MSFT, GOOG, JPM, NVDA |
| Q4 2025 | 141 | $237.7M | AAPL, MSFT, GOOG, JPM, NVDA |
| Q3 2025 | 149 | $237.0M | AAPL, MSFT, JPM, NVDA, GOOG |
| Q2 2025 | 145 | $220.4M | AAPL, MSFT, JPM, NVDA, AMZN |
| Q1 2025 | 145 | $203.9M | AAPL, MSFT, JPM, COST, IJH |
| Q4 2024 | 146 | $208.6M | AAPL, MSFT, JPM, IJH, AMZN |
| Q3 2024 | 148 | $211.0M | AAPL, MSFT, JPM, IJH, COST |
| Q2 2024 | 147 | $194.5M | AAPL, MSFT, JPM, IJH, COST |
| Q1 2024 | 149 | $190.2M | AAPL, MSFT, JPM, IJH, HD |