Greenfield Savings Bank
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), Greenfield Savings Bank reported 145 stock positions worth $203.9 million. Its top holding was Apple (AAPL) at 7.2% of the portfolio, followed by Microsoft (MSFT, 5.0%) and JPMorgan Chase (JPM, 2.9%). Compared with Q4 2024, it opened 2 new positions, sold out of 3, added to 45 and reduced 66. The biggest buy was Abbvie (ABBV, shares +1%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- GREENFIELD, MA
- CIK
- 0001940406
- Portfolio Value
- $203.9M (Q1 2025)
- SEC Filing
- 0001376474-25-000319 ↗ filed Apr 10, 2025
Holdings Value
Holdings 145 stocks · $203.9M
| AAPL Apple Inc. | 7.19% | 66,022 | $14.7M | Reduce -1.7% |
| MSFT Microsoft Corp. | 4.99% | 27,102 | $10.2M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 2.89% | 24,051 | $5.9M | Reduce -1.2% |
| COST Costco Wholesale Corp. | 2.43% | 5,238 | $5.0M | Reduce -1.6% |
| IJH iShares Core S&P Midcap ETF | 2.40% | 83,977 | $4.9M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 2.27% | 24,332 | $4.6M | Add +2.6% |
| PGR Progressive Corp. | 2.24% | 16,128 | $4.6M | Reduce -1.1% |
| MA Mastercard Inc. Class A | 2.13% | 7,930 | $4.3M | Reduce -1.4% |
| HD Home Depot Inc. | 1.97% | 10,982 | $4.0M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 1.97% | 25,697 | $4.0M | Add +0.9% |
| IJR iShares Core S&P Small-Cap E | 1.97% | 38,348 | $4.0M | Reduce -6.5% |
| NVDA Nvidia Corp. | 1.92% | 36,129 | $3.9M | Reduce -0.4% |
| ABBV Abbvie Inc. | 1.86% | 18,076 | $3.8M | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.76% | 7,642 | $3.6M | Add +2.1% |
| AXP American Express Co. | 1.73% | 13,081 | $3.5M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 1.67% | 5,900 | $3.4M | No change |
| UNH Unitedhealth Group Inc. | 1.53% | 5,951 | $3.1M | Add +1.1% |
| PM Philip Morris International | 1.50% | 19,289 | $3.1M | Reduce -0.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.38% | 6,678 | $2.8M | Add +3.0% |
| MCD McDonald's Corp. | 1.33% | 8,688 | $2.7M | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.31% | 4,757 | $2.7M | Add +1.7% |
| GOOGL Alphabet Inc. Class A | 1.29% | 17,024 | $2.6M | Add +1.5% |
| NEE Nextera Energy Inc. | 1.23% | 35,408 | $2.5M | Add +0.8% |
| PG The Procter & Gamble Co. | 1.16% | 13,848 | $2.4M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.13% | 8,380 | $2.3M | Add +3.1% |
| XOM Exxon Mobil Corp. | 1.11% | 19,051 | $2.3M | Add +2.5% |
| CAT Caterpillar Inc. | 1.08% | 6,646 | $2.2M | Add +2.4% |
| LMT Lockheed Martin Corp. | 1.04% | 4,724 | $2.1M | Reduce -1.1% |
| CSCO Cisco Systems Inc. | 1.02% | 33,741 | $2.1M | Add +1.3% |
| ELV Elevance Health Inc. | 0.96% | 4,486 | $2.0M | Reduce -9.3% |
| CVX Chevron Corp. | 0.95% | 11,543 | $1.9M | Reduce -3.6% |
| V Visa Inc. Class A | 0.94% | 5,468 | $1.9M | Add +2.3% |
| JNJ Johnson & Johnson | 0.86% | 10,553 | $1.8M | Reduce -0.7% |
| BMY Bristol-Myers Squibb Co. | 0.86% | 28,637 | $1.7M | Add +3.1% |
| MET Metlife Inc. | 0.84% | 21,278 | $1.7M | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 3,158 | $1.7M | Add +11.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.82% | 40,209 | $1.7M | Add +0.7% |
| AMAT Applied Materials Inc. | 0.80% | 11,248 | $1.6M | Add +0.9% |
| PAYX Paychex Inc. | 0.80% | 10,577 | $1.6M | Reduce -2.5% |
| CMCSA Comcast Corp. Class A | 0.79% | 43,621 | $1.6M | Add +2.7% |
| STLD Steel Dynamics Inc. | 0.78% | 12,698 | $1.6M | Reduce -1.5% |
| HON Honeywell International Inc. | 0.73% | 7,068 | $1.5M | Add +0.6% |
| EFA iShares MSCI Eafe ETF | 0.73% | 18,251 | $1.5M | Add +8.8% |
| KO The Coca-Cola Co. | 0.73% | 20,710 | $1.5M | Add +4.9% |
| TXN Texas Instruments Inc. | 0.71% | 8,096 | $1.5M | No change |
| DUK Duke Energy Corp. | 0.71% | 11,832 | $1.4M | Reduce -1.7% |
| RTX RTX Corp. | 0.70% | 10,713 | $1.4M | No change |
| FTNT Fortinet Inc. | 0.67% | 14,189 | $1.4M | Reduce -5.9% |
| ORCL Oracle Corp. | 0.62% | 9,064 | $1.3M | Add +1.9% |
| PEP Pepsico Inc. | 0.62% | 8,440 | $1.3M | Reduce -1.4% |
| MDLZ Mondelez International Inc. Class A | 0.60% | 18,017 | $1.2M | Reduce -2.5% |
| TSLA Tesla Inc. | 0.59% | 4,610 | $1.2M | Reduce -5.2% |
| CVS CVS Health Corp. | 0.57% | 17,233 | $1.2M | Reduce -13.2% |
| TILT NT Mstar US Ftilt ETF | 0.56% | 5,500 | $1.1M | No change |
| BLK BlackRock Inc. | 0.53% | 1,137 | $1.1M | Add +12.2% |
| VZ Verizon Communications Inc. | 0.52% | 23,497 | $1.1M | Reduce -2.5% |
| VLO Valero Energy Corp. | 0.52% | 8,067 | $1.1M | Reduce -5.5% |
| WMT Walmart Inc. | 0.52% | 12,093 | $1.1M | No change |
| AMGN Amgen Inc. | 0.50% | 3,283 | $1.0M | Reduce -0.5% |
| SHW The Sherwin-Williams Co. | 0.48% | 2,791 | $975K | No change |
| PFE Pfizer Inc. | 0.46% | 37,333 | $946K | Add +4.0% |
| RSP Invesco S&P 500 Equal Weight | 0.46% | 5,367 | $930K | Reduce -0.4% |
| UNP Union Pacific Corp. | 0.45% | 3,917 | $925K | No change |
| COP Conocophillips | 0.44% | 8,600 | $903K | Reduce -1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.44% | 3,581 | $890K | Reduce -0.1% |
| CI The Cigna Group | 0.43% | 2,657 | $874K | Add +3.1% |
| KMB Kimberly-Clark Corp. | 0.43% | 6,114 | $870K | Reduce -2.2% |
| NRG NRG Energy Inc. | 0.41% | 8,810 | $841K | Add +0.9% |
| ABT Abbott Laboratories | 0.40% | 6,134 | $814K | Reduce -0.8% |
| GRMN Garmin Ltd. | 0.40% | 3,715 | $807K | No change |
| ETN Eaton Corp. PLC | 0.39% | 2,945 | $801K | Reduce -0.0% |
| LOW Lowe's Cos Inc. | 0.39% | 3,422 | $798K | Reduce -2.9% |
| MAR Marriott International Class A | 0.37% | 3,169 | $755K | Reduce -2.2% |
| PHM Pultegroup Inc. | 0.37% | 7,302 | $751K | Add +3.5% |
| MRK Merck & Co. Inc. | 0.37% | 8,299 | $745K | No change |
| CB Chubb Ltd. | 0.36% | 2,454 | $741K | Reduce -5.4% |
| AVGO Broadcom Inc. | 0.36% | 4,408 | $738K | Add +29.5% |
| OKE Oneok Inc. | 0.35% | 7,243 | $719K | Reduce -0.7% |
| CBRE CBRE Group Inc. Class A | 0.35% | 5,459 | $714K | Add +6.3% |
| LLY Eli Lilly & Co. | 0.35% | 857 | $708K | Add +1.4% |
| GILD Gilead Sciences Inc. | 0.35% | 6,299 | $706K | Add +2.6% |
| APD Air Products & Chemicals Inc. | 0.34% | 2,375 | $700K | No change |
| MO Altria Group Inc. | 0.34% | 11,651 | $699K | Reduce -0.2% |
| DVY iShares Select Dividend ETF | 0.33% | 4,993 | $671K | No change |
| EMR Emerson Electric Co. | 0.33% | 6,087 | $667K | Reduce -0.1% |
| NOC Northrop Grumman Corp. | 0.31% | 1,246 | $638K | Reduce -1.5% |
| VWO Vanguard Ftse Emerging Marke | 0.31% | 13,761 | $623K | Add +6.5% |
| PNC PNC Financial Services Group | 0.30% | 3,497 | $615K | Reduce -8.7% |
| ADP Automatic Data Processing | 0.29% | 1,952 | $596K | No change |
| ITW Illinois Tool Works | 0.27% | 2,251 | $558K | No change |
| AMD Advanced Micro Devices | 0.27% | 5,362 | $551K | Add +3.6% |
| ALL Allstate Corp. | 0.27% | 2,653 | $549K | Reduce -9.1% |
| OHI Omega Healthcare Investors | 0.26% | 14,065 | $536K | Add +9.6% |
| INTC Intel Corp. | 0.26% | 23,549 | $535K | Reduce -1.1% |
| T AT&T Inc. | 0.26% | 18,444 | $522K | Reduce -0.4% |
| ADBE Adobe Inc. | 0.25% | 1,334 | $512K | Add +2.0% |
| LHX L3HARRIS Technologies Inc. | 0.25% | 2,432 | $509K | Reduce -5.6% |
| MCHP Microchip Technology Inc. | 0.24% | 10,021 | $485K | Reduce -0.7% |
| SYK Stryker Corp. | 0.24% | 1,298 | $483K | Reduce -2.3% |
| USB US Bancorp | 0.24% | 11,415 | $482K | Reduce -13.3% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -1.7% | 7.19% | −0.87 |
| NVDA Nvidia Corp. | Reduce -0.4% | 1.92% | −0.41 |
| TSLA Tesla Inc. | Reduce -5.2% | 0.59% | −0.36 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.5% | 1.97% | −0.30 |
| AXP American Express Co. | Reduce -0.3% | 1.73% | −0.14 |
| TREX Trex Company Inc. | Sold out | 0.00% | −0.13 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.3% | 2.40% | −0.11 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.10 |
| RNR Renaissancere Holdings Ltd. | Sold out | 0.00% | −0.10 |
| HD Home Depot Inc. | Reduce -0.7% | 1.97% | −0.09 |
| LMT Lockheed Martin Corp. | Reduce -1.1% | 1.04% | −0.08 |
| ETN Eaton Corp. PLC | Reduce -0.0% | 0.39% | −0.08 |
| USB US Bancorp | Reduce -13.3% | 0.24% | −0.07 |
| MAR Marriott International Class A | Reduce -2.2% | 0.37% | −0.06 |
| PNC PNC Financial Services Group | Reduce -8.7% | 0.30% | −0.05 |
| REGN Regeneron Pharmaceuticals | Reduce -22.8% | 0.12% | −0.05 |
| MCHP Microchip Technology Inc. | Reduce -0.7% | 0.24% | −0.04 |
| NVR NVR Inc. | Reduce -6.3% | 0.21% | −0.04 |
| EMR Emerson Electric Co. | Reduce -0.1% | 0.33% | −0.03 |
| EME Emcor Group Inc. | Reduce -2.2% | 0.14% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -2.9% | 0.39% | −0.03 |
| FDX FedEx Corp. | Reduce -7.2% | 0.11% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -8.0% | 0.12% | −0.02 |
| TXT Textron Inc. | Reduce -7.3% | 0.13% | −0.02 |
| FTNT Fortinet Inc. | Reduce -5.9% | 0.67% | −0.01 |
| LHX L3HARRIS Technologies Inc. | Reduce -5.6% | 0.25% | −0.01 |
| C Citigroup Inc. | Reduce -6.9% | 0.18% | −0.01 |
| PEP Pepsico Inc. | Reduce -1.4% | 0.62% | −0.00 |
| MDT Medtronic PLC | Reduce -14.0% | 0.17% | −0.00 |
| ALL Allstate Corp. | Reduce -9.1% | 0.27% | −0.00 |
| EOG EOG Resources Inc. | Reduce -5.9% | 0.20% | +0.00 |
| OKE Oneok Inc. | Reduce -0.7% | 0.35% | +0.00 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Reduce -1.6% | 0.11% | +0.00 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -1.5% | 0.22% | +0.00 |
| IBTH iShares Ibonds Dec 2027 Term | Reduce -1.1% | 0.14% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.4% | 0.46% | +0.00 |
| IBTJ iShares Ibonds Dec 2029 Term | Reduce -1.1% | 0.20% | +0.01 |
| PPL PPL Corp. | Reduce -7.0% | 0.11% | +0.01 |
| SYK Stryker Corp. | Reduce -2.3% | 0.24% | +0.01 |
| TD Toronto-Dominion Bank | Reduce -7.9% | 0.19% | +0.01 |
| CB Chubb Ltd. | Reduce -5.4% | 0.36% | +0.02 |
| VLO Valero Energy Corp. | Reduce -5.5% | 0.52% | +0.02 |
| EXC Exelon Corp. | Reduce -1.2% | 0.12% | +0.02 |
| COP Conocophillips | Reduce -1.5% | 0.44% | +0.03 |
| NOC Northrop Grumman Corp. | Reduce -1.5% | 0.31% | +0.03 |
| WEC WEC Energy Group Inc. | Reduce -1.4% | 0.20% | +0.03 |
| INTC Intel Corp. | Reduce -1.1% | 0.26% | +0.03 |
| KMB Kimberly-Clark Corp. | Reduce -2.2% | 0.43% | +0.03 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 1.16% | +0.04 |
| MO Altria Group Inc. | Reduce -0.2% | 0.34% | +0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| ABBV Abbvie Inc. | Add +0.6% | 1.86% | +0.33 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.7% | 0.82% | +0.21 |
| XOM Exxon Mobil Corp. | Add +2.5% | 1.11% | +0.15 |
| KO The Coca-Cola Co. | Add +4.9% | 0.73% | +0.14 |
| V Visa Inc. Class A | Add +2.3% | 0.94% | +0.13 |
| EFA iShares MSCI Eafe ETF | Add +8.8% | 0.73% | +0.12 |
| BP BP PLC-Spons ADR | New | 0.11% | +0.11 |
| BMY Bristol-Myers Squibb Co. | Add +3.1% | 0.86% | +0.10 |
| DAL Delta Air Lines Inc. | New | 0.10% | +0.10 |
| UNH Unitedhealth Group Inc. | Add +1.1% | 1.53% | +0.10 |
| CI The Cigna Group | Add +3.1% | 0.43% | +0.09 |
| CSCO Cisco Systems Inc. | Add +1.3% | 1.02% | +0.08 |
| GILD Gilead Sciences Inc. | Add +2.6% | 0.35% | +0.07 |
| DIA SS SPDR Dow Jones Indus Avg | Add +3.0% | 1.38% | +0.05 |
| EBAY eBay Inc. | Add +15.8% | 0.17% | +0.04 |
| NRG NRG Energy Inc. | Add +0.9% | 0.41% | +0.04 |
| LLY Eli Lilly & Co. | Add +1.4% | 0.35% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +6.5% | 0.31% | +0.03 |
| BLK BlackRock Inc. | Add +12.2% | 0.53% | +0.03 |
| OHI Omega Healthcare Investors | Add +9.6% | 0.26% | +0.03 |
| CBRE CBRE Group Inc. Class A | Add +6.3% | 0.35% | +0.03 |
| CMCSA Comcast Corp. Class A | Add +2.7% | 0.79% | +0.03 |
| NEE Nextera Energy Inc. | Add +0.8% | 1.23% | +0.02 |
| QCOM Qualcomm Inc. | Add +11.7% | 0.12% | +0.02 |
| MET Metlife Inc. | Add +1.1% | 0.84% | +0.01 |
| PFE Pfizer Inc. | Add +4.0% | 0.46% | +0.01 |
| NXPI NXP Semiconductors NV | Add +8.0% | 0.13% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.1% | 1.13% | +0.00 |
| PHM Pultegroup Inc. | Add +3.5% | 0.37% | 0.00 |
| CSX CSX Corp. | Add +4.6% | 0.16% | −0.00 |
| CRM Salesforce Inc. | Add +17.1% | 0.21% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.7% | 1.31% | −0.01 |
| DLR Digital Realty Trust Inc. | Add +7.8% | 0.11% | −0.01 |
| AVGO Broadcom Inc. | Add +29.5% | 0.36% | −0.02 |
| BAC Bank of America Corp. | Add +0.7% | 0.82% | −0.02 |
| UPS United Parcel Service Class B | Add +1.8% | 0.21% | −0.02 |
| HON Honeywell International Inc. | Add +0.6% | 0.73% | −0.03 |
| ADBE Adobe Inc. | Add +2.0% | 0.25% | −0.03 |
| AMD Advanced Micro Devices | Add +3.6% | 0.27% | −0.03 |
| CAT Caterpillar Inc. | Add +2.4% | 1.08% | −0.05 |
| AMAT Applied Materials Inc. | Add +0.9% | 0.80% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.1% | 1.76% | −0.08 |
| ORCL Oracle Corp. | Add +1.9% | 0.62% | −0.09 |
| AMZN Amazon.com Inc. | Add +2.6% | 2.27% | −0.22 |
| GOOGL Alphabet Inc. Class A | Add +1.5% | 1.29% | −0.23 |
| GOOG Alphabet Inc. Class C | Add +0.9% | 1.97% | −0.36 |
| MSFT Microsoft Corp. | Add +0.0% | 4.99% | −0.48 |
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 |