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

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 Q4 2024 Q1 2025: $203.9M $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 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%
IVV iShares Core S&P 500 ETF 0.23% 852 $479K No change
MPC Marathon Petroleum Corp. 0.23% 3,191 $465K No change
IBTG iShares Ibonds Dec 2026 Term 0.22% 19,801 $454K Reduce -1.5%
CRM Salesforce Inc. 0.21% 1,633 $438K Add +17.1%
UPS United Parcel Service Class B 0.21% 3,942 $434K Add +1.8%
DFS Discover Financial Services 0.21% 2,535 $433K No change
NVR NVR Inc. 0.21% 59 $427K Reduce -6.3%
EOG EOG Resources Inc. 0.20% 3,245 $416K Reduce -5.9%
WEC WEC Energy Group Inc. 0.20% 3,813 $416K Reduce -1.4%
IBTJ iShares Ibonds Dec 2029 Term 0.20% 18,638 $406K Reduce -1.1%
GE General Electric filed as GE AEROSPACE 0.20% 2,000 $400K No change
GD General Dynamics Corp. 0.19% 1,445 $394K No change
TD Toronto-Dominion Bank 0.19% 6,566 $394K Reduce -7.9%
VTV Vanguard Mrngstr Val ETF-Aui 0.19% 2,221 $384K No change
SHEL Shell PLC-ADR 0.18% 5,022 $368K No change
C Citigroup Inc. 0.18% 5,053 $359K Reduce -6.9%
EBAY eBay Inc. 0.17% 5,071 $343K Add +15.8%
MDT Medtronic PLC 0.17% 3,789 $340K Reduce -14.0%
GPC Genuine Parts Co. 0.16% 2,770 $330K No change
CSX CSX Corp. 0.16% 10,981 $323K Add +4.6%
IYC iShares US Consumer Discreti 0.15% 3,512 $310K No change
PSX Phillips 66 0.15% 2,433 $300K No change
EME Emcor Group Inc. 0.14% 795 $294K Reduce -2.2%
WCN Waste Connections Inc. 0.14% 1,500 $293K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.14% 2,380 $290K No change
AFL Aflac Inc. 0.14% 2,600 $289K No change
IBTH iShares Ibonds Dec 2027 Term 0.14% 12,712 $285K Reduce -1.1%
CMI Cummins Inc. 0.13% 863 $270K No change
TXT Textron Inc. 0.13% 3,674 $265K Reduce -7.3%
NXPI NXP Semiconductors NV 0.13% 1,345 $256K Add +8.0%
EXC Exelon Corp. 0.12% 5,408 $249K Reduce -1.2%
QCOM Qualcomm Inc. 0.12% 1,620 $249K Add +11.7%
IWM iShares Russell 2000 ETF 0.12% 1,228 $245K Reduce -8.0%
REGN Regeneron Pharmaceuticals 0.12% 379 $240K Reduce -22.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.12% 926 $239K No change
PPL PPL Corp. 0.11% 6,431 $232K Reduce -7.0%
SO The Southern Co. 0.11% 2,501 $230K No change
CL Colgate-Palmolive Co. 0.11% 2,443 $229K No change
DLR Digital Realty Trust Inc. 0.11% 1,543 $221K Add +7.8%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.11% 9,071 $219K Reduce -1.6%
BP BP PLC-Spons ADR 0.11% 6,361 $215K New
FDX FedEx Corp. 0.11% 880 $215K Reduce -7.2%
PKG Packaging Corp. of America 0.10% 1,058 $210K No change
DAL Delta Air Lines Inc. 0.10% 4,735 $206K New
ACN Accenture PLC Class A 0.10% 642 $200K No change

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

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