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

0$100.0M$200.0M$300.0M Q1 2024: $190.2M $190.2M Q1 2024 Q2 2024: $194.5M Q2 2024 Q3 2024: $211.0M Q3 2024 Q4 2024: $208.6M Q4 2024 Q1 2025: $203.9M Q1 2025 Q2 2025: $220.4M Q2 2025 Q3 2025: $237.0M Q3 2025 Q4 2025: $237.7M Q4 2025 Q1 2026: $234.5M Q1 2026 Q2 2026: $263.7M Q2 2026

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%
GD General Dynamics Corp. 0.23% 1,570 $444K Reduce -0.7%
TGT Target Corp. 0.23% 2,484 $440K Reduce -15.8%
NRG NRG Energy Inc. 0.22% 6,255 $423K Add +22.7%
CBRE CBRE Group Inc. Class A 0.22% 4,340 $422K Reduce -4.5%
PSX Phillips 66 0.22% 2,522 $412K No change
TREX Trex Company Inc. 0.21% 4,008 $400K Reduce -1.9%
REGN Regeneron Pharmaceuticals 0.21% 415 $399K Add +42.1%
CB Chubb Ltd. 0.21% 1,520 $394K Add +49.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.20% 2,353 $383K Add +0.6%
OHI Omega Healthcare Investors 0.19% 11,604 $367K Reduce -3.5%
IBTG iShares Ibonds Dec 2026 Term 0.19% 16,153 $367K Add +49.9%
FDX FedEx Corp. 0.19% 1,260 $365K Reduce -16.2%
WEC WEC Energy Group Inc. 0.19% 4,368 $359K Reduce -7.1%
CE Celanese Corp. 0.19% 2,087 $359K Add +10.6%
SHEL Shell PLC-ADR 0.19% 5,298 $355K No change
GE General Electric 0.18% 1,990 $349K No change
IBTE iShares Ibonds Dec 2024 Term 0.18% 14,519 $348K Add +20.0%
DFS Discover Financial Services 0.17% 2,532 $332K Reduce -1.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.17% 2,703 $331K Reduce -33.9%
T AT&T Inc. 0.16% 17,830 $314K Reduce -11.3%
GIS General Mills Inc. 0.16% 4,424 $310K No change
EOG EOG Resources Inc. 0.16% 2,384 $305K Add +16.5%
IYC iShares US Consumer Discreti 0.15% 3,512 $288K No change
EME Emcor Group Inc. 0.15% 813 $285K New
ON On Semiconductor 0.14% 3,559 $262K Add +26.9%
TXT Textron Inc. 0.14% 2,690 $258K New
WCN Waste Connections Inc. 0.14% 1,500 $258K No change
UPS United Parcel Service Class B 0.13% 1,725 $256K New
CMI Cummins Inc. 0.13% 869 $256K Reduce -2.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.13% 1,024 $256K No change
DAL Delta Air Lines Inc. 0.13% 5,285 $253K Reduce -25.2%
AFL Aflac Inc. 0.13% 2,875 $247K Reduce -9.4%
BP BP PLC-Spons ADR 0.13% 6,427 $242K Reduce -0.5%
ARKK ARK Innovation ETF 0.13% 4,831 $242K Reduce -9.6%
DEO Diageo PLC-Sponsored ADR 0.13% 1,625 $242K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.13% 2,380 $241K No change
RNR Renaissancere Holdings Ltd. 0.12% 967 $227K Reduce -8.3%
PPL PPL Corp. 0.12% 8,168 $225K Reduce -9.9%
ACN Accenture PLC Class A 0.12% 642 $223K No change
CL Colgate-Palmolive Co. 0.12% 2,468 $222K Reduce -3.7%
EXC Exelon Corp. 0.11% 5,811 $218K Reduce -0.8%
STZ Constellation Brands Inc. Class A 0.11% 798 $217K Reduce -4.4%
SO The Southern Co. 0.11% 2,998 $215K Reduce -15.2%
IBTJ iShares Ibonds Dec 2029 Term 0.11% 9,917 $213K New
IWM iShares Russell 2000 ETF 0.11% 1,009 $212K Reduce -5.6%
PKG Packaging Corp. of America 0.11% 1,112 $211K New
VEA Vanguard Ftse Developed ETF 0.11% 4,027 $202K New
TNL Travel + Leisure Co. 0.11% 4,106 $201K Reduce -26.1%
BWA Borgwarner Inc. 0.11% 5,773 $201K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 148$263.7MAAPL, MSFT, GOOG, AMAT, JPM
Q1 2026 143$234.5MAAPL, MSFT, GOOG, JPM, NVDA
Q4 2025 141$237.7MAAPL, MSFT, GOOG, JPM, NVDA
Q3 2025 149$237.0MAAPL, MSFT, JPM, NVDA, GOOG
Q2 2025 145$220.4MAAPL, MSFT, JPM, NVDA, AMZN
Q1 2025 145$203.9MAAPL, MSFT, JPM, COST, IJH
Q4 2024 146$208.6MAAPL, MSFT, JPM, IJH, AMZN
Q3 2024 148$211.0MAAPL, MSFT, JPM, IJH, COST
Q2 2024 147$194.5MAAPL, MSFT, JPM, IJH, COST
Q1 2024 149$190.2MAAPL, MSFT, JPM, IJH, HD