Greenfield Savings Bank

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 13, 2025), Greenfield Savings Bank reported 146 stock positions worth $208.6 million. Its top holding was Apple (AAPL) at 8.1% of the portfolio, followed by Microsoft (MSFT, 5.5%) and JPMorgan Chase (JPM, 2.8%). Compared with Q3 2024, it opened 5 new positions, sold out of 7, added to 43 and reduced 70. The biggest buy was Amazon.com (AMZN, shares +0%) and the biggest sale Elevance Health (ELV, shares −7%).

Most Recent 13F
Q2 2026
Location
GREENFIELD, MA
CIK
0001940406
Portfolio Value
$208.6M (Q4 2024)
SEC Filing
0001376474-25-000069 ↗ filed Jan 13, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $190.2M Q1 2024 Q2 2024: $194.5M Q2 2024 Q3 2024: $211.0M Q3 2024 Q4 2024: $208.6M $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 146 stocks · $208.6M
AAPL Apple Inc. 8.06% 67,145 $16.8M Reduce -1.3%
MSFT Microsoft Corp. 5.47% 27,090 $11.4M Reduce -1.1%
JPM JPMorgan Chase & Co. 2.80% 24,344 $5.8M Reduce -1.9%
IJH iShares Core S&P Midcap ETF 2.52% 84,208 $5.2M Add +1.9%
AMZN Amazon.com Inc. 2.49% 23,718 $5.2M Add +0.1%
COST Costco Wholesale Corp. 2.34% 5,321 $4.9M Reduce -0.4%
NVDA Nvidia Corp. 2.33% 36,260 $4.9M Reduce -0.4%
GOOG Alphabet Inc. Class C 2.33% 25,468 $4.9M Add +1.9%
IJR iShares Core S&P Small-Cap E 2.27% 41,027 $4.7M Add +2.0%
HD Home Depot Inc. 2.06% 11,060 $4.3M Reduce -1.0%
MA Mastercard Inc. Class A 2.03% 8,039 $4.2M Reduce -1.5%
PGR Progressive Corp. 1.87% 16,300 $3.9M Reduce -0.7%
AXP American Express Co. 1.87% 13,118 $3.9M Reduce -0.4%
QQQ Invesco QQQ Trust Series 1 1.84% 7,487 $3.8M Add +5.7%
META Meta Platforms Inc. Class A 1.66% 5,900 $3.5M Reduce -0.9%
ABBV Abbvie Inc. 1.53% 17,975 $3.2M Add +0.7%
GOOGL Alphabet Inc. Class A 1.52% 16,770 $3.2M Reduce -1.0%
UNH Unitedhealth Group Inc. 1.43% 5,887 $3.0M Reduce -1.0%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 1.32% 6,482 $2.8M Add +8.9%
SPY SS SPDR S&P 500 ETF Trust-US 1.31% 4,676 $2.7M Add +11.3%
MCD McDonald's Corp. 1.21% 8,718 $2.5M Reduce -1.6%
NEE Nextera Energy Inc. 1.21% 35,127 $2.5M Reduce -0.1%
VTI VG Morningstar TS MKT ETF-US 1.13% 8,130 $2.4M Add +0.1%
CAT Caterpillar Inc. 1.13% 6,489 $2.4M Reduce -0.8%
PG The Procter & Gamble Co. 1.12% 13,935 $2.3M Reduce -0.8%
PM Philip Morris International 1.12% 19,364 $2.3M Add +0.3%
LMT Lockheed Martin Corp. 1.11% 4,775 $2.3M Reduce -1.7%
XOM Exxon Mobil Corp. 0.96% 18,585 $2.0M Add +0.8%
CSCO Cisco Systems Inc. 0.95% 33,302 $2.0M Add +0.6%
TSLA Tesla Inc. 0.94% 4,861 $2.0M Reduce -3.5%
ELV Elevance Health Inc. 0.87% 4,943 $1.8M Reduce -7.3%
AMAT Applied Materials Inc. 0.87% 11,149 $1.8M Add +4.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.84% 39,947 $1.8M Add +0.8%
CVX Chevron Corp. 0.83% 11,970 $1.7M Reduce -1.3%
MET Metlife Inc. 0.83% 21,037 $1.7M Add +0.4%
V Visa Inc. Class A 0.81% 5,344 $1.7M Add +1.7%
CMCSA Comcast Corp. Class A 0.76% 42,480 $1.6M Add +1.3%
HON Honeywell International Inc. 0.76% 7,024 $1.6M Add +4.5%
BMY Bristol-Myers Squibb Co. 0.75% 27,766 $1.6M Add +3.3%
JNJ Johnson & Johnson 0.74% 10,631 $1.5M Reduce -1.1%
PAYX Paychex Inc. 0.73% 10,853 $1.5M Reduce -1.4%
TXN Texas Instruments Inc. 0.73% 8,096 $1.5M No change
ORCL Oracle Corp. 0.71% 8,893 $1.5M Add +0.3%
STLD Steel Dynamics Inc. 0.71% 12,895 $1.5M Add +4.8%
FTNT Fortinet Inc. 0.68% 15,085 $1.4M Reduce -3.3%
PEP Pepsico Inc. 0.62% 8,558 $1.3M Reduce -1.1%
DUK Duke Energy Corp. 0.62% 12,033 $1.3M No change
BRK.B Berkshire Hathaway Inc. Class B 0.61% 2,827 $1.3M No change
EFA iShares MSCI Eafe ETF 0.61% 16,776 $1.3M Reduce -0.7%
RTX RTX Corp. 0.59% 10,713 $1.2M Reduce -1.3%
KO The Coca-Cola Co. 0.59% 19,742 $1.2M Add +6.6%
TILT NT Mstar US Ftilt ETF 0.57% 5,500 $1.2M No change
MDLZ Mondelez International Inc. Class A 0.53% 18,487 $1.1M Add +3.3%
WMT Walmart Inc. 0.52% 12,093 $1.1M Reduce -1.0%
VLO Valero Energy Corp. 0.50% 8,537 $1.0M Reduce -12.2%
BLK BlackRock Inc. 0.50% 1,013 $1.0M Reduce -0.5%
ETN Eaton Corp. PLC 0.47% 2,946 $978K No change
VZ Verizon Communications Inc. 0.46% 24,098 $964K Reduce -0.8%
PFE Pfizer Inc. 0.46% 35,882 $952K Reduce -7.4%
SHW The Sherwin-Williams Co. 0.45% 2,791 $949K No change
RSP Invesco S&P 500 Equal Weight 0.45% 5,389 $944K Reduce -2.8%
MAR Marriott International Class A 0.43% 3,239 $903K Reduce -5.5%
UNP Union Pacific Corp. 0.43% 3,917 $893K Reduce -3.1%
CVS CVS Health Corp. 0.43% 19,857 $891K Reduce -1.2%
LOW Lowe's Cos Inc. 0.42% 3,523 $869K Reduce -4.9%
COP Conocophillips 0.42% 8,731 $866K Add +3.8%
AMGN Amgen Inc. 0.41% 3,299 $860K Reduce -3.3%
MRK Merck & Co. Inc. 0.40% 8,299 $826K Reduce -0.7%
KMB Kimberly-Clark Corp. 0.39% 6,250 $819K Reduce -0.4%
AVGO Broadcom Inc. 0.38% 3,403 $789K Add +21.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.38% 3,585 $788K Reduce -0.8%
NRG NRG Energy Inc. 0.38% 8,727 $787K Add +5.1%
PHM Pultegroup Inc. 0.37% 7,052 $768K Add +5.9%
GRMN Garmin Ltd. 0.37% 3,715 $766K Reduce -1.3%
EMR Emerson Electric Co. 0.36% 6,090 $755K Reduce -4.3%
PNC PNC Financial Services Group 0.35% 3,830 $739K Reduce -1.8%
OKE Oneok Inc. 0.35% 7,294 $732K No change
CB Chubb Ltd. 0.34% 2,594 $717K Add +7.1%
CI The Cigna Group 0.34% 2,578 $712K Add +28.2%
ABT Abbott Laboratories 0.34% 6,184 $699K Reduce -1.5%
APD Air Products & Chemicals Inc. 0.33% 2,375 $689K Reduce -3.1%
CBRE CBRE Group Inc. Class A 0.32% 5,138 $675K Add +5.2%
DVY iShares Select Dividend ETF 0.31% 4,993 $656K Reduce -3.3%
LLY Eli Lilly & Co. 0.31% 845 $652K Add +0.6%
USB US Bancorp 0.30% 13,165 $630K Reduce -12.6%
AMD Advanced Micro Devices 0.30% 5,177 $625K Add +8.9%
MO Altria Group Inc. 0.29% 11,676 $611K Reduce -55.5%
NOC Northrop Grumman Corp. 0.28% 1,265 $594K No change
ADBE Adobe Inc. 0.28% 1,308 $582K Add +10.5%
MCHP Microchip Technology Inc. 0.28% 10,091 $579K Reduce -0.7%
ADP Automatic Data Processing 0.27% 1,952 $571K Reduce -6.0%
ITW Illinois Tool Works 0.27% 2,251 $571K Reduce -6.0%
VWO Vanguard Ftse Emerging Marke 0.27% 12,926 $569K Add +2.7%
GILD Gilead Sciences Inc. 0.27% 6,140 $567K Reduce -8.4%
ALL Allstate Corp. 0.27% 2,919 $563K No change
LHX L3HARRIS Technologies Inc. 0.26% 2,576 $542K Reduce -5.8%
NVR NVR Inc. 0.25% 63 $515K No change
IVV iShares Core S&P 500 ETF 0.24% 852 $502K Reduce -4.5%
UPS United Parcel Service Class B 0.23% 3,872 $488K Add +12.4%
OHI Omega Healthcare Investors 0.23% 12,837 $486K Add +27.9%
SYK Stryker Corp. 0.23% 1,328 $478K No change
INTC Intel Corp. 0.23% 23,798 $477K Reduce -6.6%
CRM Salesforce Inc. 0.22% 1,394 $466K Add +0.8%
IBTG iShares Ibonds Dec 2026 Term 0.22% 20,106 $459K Add +17.8%
MPC Marathon Petroleum Corp. 0.21% 3,191 $445K No change
DFS Discover Financial Services 0.21% 2,535 $439K No change
EOG EOG Resources Inc. 0.20% 3,449 $423K Add +9.5%
T AT&T Inc. 0.20% 18,517 $422K Add +1.5%
IBTJ iShares Ibonds Dec 2029 Term 0.19% 18,852 $402K Add +92.1%
C Citigroup Inc. 0.18% 5,430 $382K Reduce -17.1%
GD General Dynamics Corp. 0.18% 1,445 $381K No change
TD Toronto-Dominion Bank 0.18% 7,126 $379K Reduce -1.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.18% 2,221 $376K Reduce -0.7%
EME Emcor Group Inc. 0.18% 813 $369K No change
WEC WEC Energy Group Inc. 0.17% 3,867 $364K Reduce -11.5%
MDT Medtronic PLC 0.17% 4,408 $352K Reduce -9.8%
REGN Regeneron Pharmaceuticals 0.17% 491 $350K Reduce -19.8%
CSX CSX Corp. 0.16% 10,495 $339K Add +66.7%
IYC iShares US Consumer Discreti 0.16% 3,512 $338K No change
GE General Electric filed as GE AEROSPACE 0.16% 2,000 $334K No change
GPC Genuine Parts Co. 0.16% 2,770 $323K Reduce -14.9%
SHEL Shell PLC-ADR 0.15% 5,022 $315K No change
TXT Textron Inc. 0.15% 3,962 $303K Reduce -8.9%
CMI Cummins Inc. 0.14% 863 $301K Reduce -0.7%
IWM iShares Russell 2000 ETF 0.14% 1,335 $295K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.14% 2,380 $288K No change
IBTH iShares Ibonds Dec 2027 Term 0.14% 12,848 $285K New
PSX Phillips 66 0.13% 2,433 $277K No change
EBAY eBay Inc. 0.13% 4,380 $271K New
TREX Trex Company Inc. 0.13% 3,930 $271K No change
AFL Aflac Inc. 0.13% 2,600 $269K Reduce -9.6%
FDX FedEx Corp. 0.13% 948 $267K No change
NXPI NXP Semiconductors NV 0.12% 1,246 $259K New
WCN Waste Connections Inc. 0.12% 1,500 $257K No change
DLR Digital Realty Trust Inc. 0.12% 1,432 $254K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.12% 926 $245K No change
PKG Packaging Corp. of America 0.11% 1,058 $238K No change
ACN Accenture PLC Class A 0.11% 642 $226K No change
PPL PPL Corp. 0.11% 6,911 $224K Reduce -5.3%
QCOM Qualcomm Inc. 0.11% 1,450 $223K New
CL Colgate-Palmolive Co. 0.11% 2,443 $222K Reduce -1.0%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.11% 9,222 $221K Add +12.0%
PLD Prologis Inc. 0.10% 1,977 $209K Reduce -5.8%
RNR Renaissancere Holdings Ltd. 0.10% 830 $207K Reduce -1.8%
EXC Exelon Corp. 0.10% 5,474 $206K Reduce -5.4%
SO The Southern Co. 0.10% 2,501 $206K No change

Portfolio Sells Q3 2024 → Q4 2024
ELV Elevance Health Inc. Reduce -7.3% 0.87% −0.44
MO Altria Group Inc. Reduce -55.5% 0.29% −0.34
LMT Lockheed Martin Corp. Reduce -1.7% 1.11% −0.23
UNH Unitedhealth Group Inc. Reduce -1.0% 1.43% −0.22
NEE Nextera Energy Inc. Reduce -0.1% 1.21% −0.20
CE Celanese Corp. Sold out 0.00% −0.18
IBTE iShares Ibonds Dec 2024 Term Sold out 0.00% −0.17
CVS CVS Health Corp. Reduce -1.2% 0.43% −0.17
REGN Regeneron Pharmaceuticals Reduce -19.8% 0.17% −0.14
VLO Valero Energy Corp. Reduce -12.2% 0.50% −0.12
MSFT Microsoft Corp. Reduce -1.1% 5.47% −0.11
MCHP Microchip Technology Inc. Reduce -0.7% 0.28% −0.11
AMGN Amgen Inc. Reduce -3.3% 0.41% −0.11
PGR Progressive Corp. Reduce -0.7% 1.87% −0.10
VEA Vanguard Ftse Developed ETF Sold out 0.00% −0.10
SDY SS SPDR S&P Dividend ETF Sold out 0.00% −0.10
STZ Constellation Brands Inc. Class A Sold out 0.00% −0.10
DEO Diageo PLC-Sponsored ADR Sold out 0.00% −0.10
FTCS First Trust Capital Strength Sold out 0.00% −0.10
JNJ Johnson & Johnson Reduce -1.1% 0.74% −0.09
CAT Caterpillar Inc. Reduce -0.8% 1.13% −0.08
HD Home Depot Inc. Reduce -1.0% 2.06% −0.08
PFE Pfizer Inc. Reduce -7.4% 0.46% −0.08
PEP Pepsico Inc. Reduce -1.1% 0.62% −0.07
MCD McDonald's Corp. Reduce -1.6% 1.21% −0.07
EFA iShares MSCI Eafe ETF Reduce -0.7% 0.61% −0.06
GPC Genuine Parts Co. Reduce -14.9% 0.16% −0.06
LOW Lowe's Cos Inc. Reduce -4.9% 0.42% −0.06
VZ Verizon Communications Inc. Reduce -0.8% 0.46% −0.06
INTC Intel Corp. Reduce -6.6% 0.23% −0.05
MRK Merck & Co. Inc. Reduce -0.7% 0.40% −0.05
LHX L3HARRIS Technologies Inc. Reduce -5.8% 0.26% −0.05
UNP Union Pacific Corp. Reduce -3.1% 0.43% −0.04
MDT Medtronic PLC Reduce -9.8% 0.17% −0.04
TXT Textron Inc. Reduce -8.9% 0.15% −0.04
TD Toronto-Dominion Bank Reduce -1.1% 0.18% −0.03
PG The Procter & Gamble Co. Reduce -0.8% 1.12% −0.03
KMB Kimberly-Clark Corp. Reduce -0.4% 0.39% −0.03
RTX RTX Corp. Reduce -1.3% 0.59% −0.03
PLD Prologis Inc. Reduce -5.8% 0.10% −0.03
WEC WEC Energy Group Inc. Reduce -11.5% 0.17% −0.02
USB US Bancorp Reduce -12.6% 0.30% −0.02
ITW Illinois Tool Works Reduce -6.0% 0.27% −0.02
AFL Aflac Inc. Reduce -9.6% 0.13% −0.02
RSP Invesco S&P 500 Equal Weight Reduce -2.8% 0.45% −0.02
DVY iShares Select Dividend ETF Reduce -3.3% 0.31% −0.02
APD Air Products & Chemicals Inc. Reduce -3.1% 0.33% −0.02
CVX Chevron Corp. Reduce -1.3% 0.83% −0.02
CL Colgate-Palmolive Co. Reduce -1.0% 0.11% −0.01
EXC Exelon Corp. Reduce -5.4% 0.10% −0.01

Portfolio Buys Q3 2024 → Q4 2024
AMZN Amazon.com Inc. Add +0.1% 2.49% +0.40
GOOG Alphabet Inc. Class C Add +1.9% 2.33% +0.34
QQQ Invesco QQQ Trust Series 1 Add +5.7% 1.84% +0.20
SPY SS SPDR S&P 500 ETF Trust-US Add +11.3% 1.31% +0.17
AVGO Broadcom Inc. Add +21.6% 0.38% +0.15
IBTH iShares Ibonds Dec 2027 Term New 0.14% +0.14
EBAY eBay Inc. New 0.13% +0.13
DIA SS SPDR Dow Jones Indus Avg Add +8.9% 1.32% +0.13
V Visa Inc. Class A Add +1.7% 0.81% +0.12
NXPI NXP Semiconductors NV New 0.12% +0.12
DLR Digital Realty Trust Inc. New 0.12% +0.12
CSCO Cisco Systems Inc. Add +0.6% 0.95% +0.11
QCOM Qualcomm Inc. New 0.11% +0.11
HON Honeywell International Inc. Add +4.5% 0.76% +0.10
BAC Bank of America Corp. Add +0.8% 0.84% +0.10
BMY Bristol-Myers Squibb Co. Add +3.3% 0.75% +0.09
IBTJ iShares Ibonds Dec 2029 Term Add +92.1% 0.19% +0.09
IJH iShares Core S&P Midcap ETF Add +1.9% 2.52% +0.07
CSX CSX Corp. Add +66.7% 0.16% +0.06
CRM Salesforce Inc. Add +0.8% 0.22% +0.04
VTI VG Morningstar TS MKT ETF-US Add +0.1% 1.13% +0.04
OHI Omega Healthcare Investors Add +27.9% 0.23% +0.04
IJR iShares Core S&P Small-Cap E Add +2.0% 2.27% +0.04
CBRE CBRE Group Inc. Class A Add +5.2% 0.32% +0.04
IBTG iShares Ibonds Dec 2026 Term Add +17.8% 0.22% +0.03
EOG EOG Resources Inc. Add +9.5% 0.20% +0.02
NRG NRG Energy Inc. Add +5.1% 0.38% +0.02
CB Chubb Ltd. Add +7.1% 0.34% +0.01
T AT&T Inc. Add +1.5% 0.20% +0.01
UPS United Parcel Service Class B Add +12.4% 0.23% +0.01
CI The Cigna Group Add +28.2% 0.34% +0.01
IBDS Ishrs Ibnds Dec 27 Corp. ETF Add +12.0% 0.11% +0.01
MET Metlife Inc. Add +0.4% 0.83% +0.01
PM Philip Morris International Add +0.3% 1.12% +0.01
COP Conocophillips Add +3.8% 0.42% −0.00
ORCL Oracle Corp. Add +0.3% 0.71% −0.01
ADBE Adobe Inc. Add +10.5% 0.28% −0.01
VWO Vanguard Ftse Emerging Marke Add +2.7% 0.27% −0.01
STLD Steel Dynamics Inc. Add +4.8% 0.71% −0.03
LLY Eli Lilly & Co. Add +0.6% 0.31% −0.04
KO The Coca-Cola Co. Add +6.6% 0.59% −0.04
XOM Exxon Mobil Corp. Add +0.8% 0.96% −0.07
CMCSA Comcast Corp. Class A Add +1.3% 0.76% −0.07
AMD Advanced Micro Devices Add +8.9% 0.30% −0.07
PHM Pultegroup Inc. Add +5.9% 0.37% −0.08
MDLZ Mondelez International Inc. Class A Add +3.3% 0.53% −0.10
ABBV Abbvie Inc. Add +0.7% 1.53% −0.14
AMAT Applied Materials Inc. Add +4.4% 0.87% −0.15

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