Greenfield Savings Bank
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 7, 2025), Greenfield Savings Bank reported 145 stock positions worth $220.4 million. Its top holding was Apple (AAPL) at 6.2% of the portfolio, followed by Microsoft (MSFT, 6.1%) and JPMorgan Chase (JPM, 3.2%). Compared with Q1 2025, it opened 6 new positions, sold out of 6, added to 67 and reduced 56. The biggest buy was Microsoft (MSFT, shares +0%) and the biggest sale an exit from Discover Financial Services (DFS).
- Most Recent 13F
- Q2 2026
- Location
- GREENFIELD, MA
- CIK
- 0001940406
- Portfolio Value
- $220.4M (Q2 2025)
- SEC Filing
- 0001376474-25-000582 ↗ filed Jul 7, 2025
Holdings Value
Holdings 145 stocks · $220.4M
| AAPL Apple Inc. | 6.17% | 66,337 | $13.6M | Add +0.5% |
| MSFT Microsoft Corp. | 6.13% | 27,160 | $13.5M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 3.18% | 24,152 | $7.0M | Add +0.4% |
| NVDA Nvidia Corp. | 2.65% | 36,995 | $5.8M | Add +2.4% |
| AMZN Amazon.com Inc. | 2.49% | 24,992 | $5.5M | Add +2.7% |
| IJH iShares Core S&P Midcap ETF | 2.43% | 86,364 | $5.4M | Add +2.8% |
| COST Costco Wholesale Corp. | 2.34% | 5,215 | $5.2M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 2.11% | 26,233 | $4.7M | Add +2.1% |
| META Meta Platforms Inc. Class A | 2.08% | 6,223 | $4.6M | Add +5.5% |
| PGR Progressive Corp. | 2.05% | 16,928 | $4.5M | Add +5.0% |
| MA Mastercard Inc. Class A | 2.02% | 7,911 | $4.4M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.99% | 7,968 | $4.4M | Add +4.3% |
| IJR iShares Core S&P Small-Cap E | 1.97% | 39,773 | $4.3M | Add +3.7% |
| AXP American Express Co. | 1.90% | 13,116 | $4.2M | Add +0.3% |
| HD Home Depot Inc. | 1.81% | 10,909 | $4.0M | Reduce -0.7% |
| PM Philip Morris International | 1.59% | 19,268 | $3.5M | Reduce -0.1% |
| ABBV Abbvie Inc. | 1.54% | 18,264 | $3.4M | Add +1.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.46% | 7,290 | $3.2M | Add +9.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.43% | 5,091 | $3.1M | Add +7.0% |
| GOOGL Alphabet Inc. Class A | 1.36% | 17,039 | $3.0M | Add +0.1% |
| CAT Caterpillar Inc. | 1.18% | 6,717 | $2.6M | Add +1.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.16% | 8,402 | $2.6M | Add +0.3% |
| MCD McDonald's Corp. | 1.14% | 8,613 | $2.5M | Reduce -0.9% |
| NEE Nextera Energy Inc. | 1.11% | 35,380 | $2.5M | Reduce -0.1% |
| EFA iShares MSCI Eafe ETF | 1.10% | 27,209 | $2.4M | Add +49.1% |
| CSCO Cisco Systems Inc. | 1.09% | 34,490 | $2.4M | Add +2.2% |
| LMT Lockheed Martin Corp. | 0.99% | 4,697 | $2.2M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.99% | 20,167 | $2.2M | Add +5.9% |
| PG The Procter & Gamble Co. | 0.98% | 13,626 | $2.2M | Reduce -1.6% |
| AMAT Applied Materials Inc. | 0.95% | 11,491 | $2.1M | Add +2.2% |
| V Visa Inc. Class A | 0.92% | 5,701 | $2.0M | Add +4.3% |
| ORCL Oracle Corp. | 0.90% | 9,117 | $2.0M | Add +0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.89% | 41,508 | $2.0M | Add +3.2% |
| UNH Unitedhealth Group Inc. | 0.89% | 6,273 | $2.0M | Add +5.4% |
| TXN Texas Instruments Inc. | 0.76% | 8,101 | $1.7M | Add +0.1% |
| MET Metlife Inc. | 0.76% | 20,888 | $1.7M | Reduce -1.8% |
| CVX Chevron Corp. | 0.75% | 11,611 | $1.7M | Add +0.6% |
| STLD Steel Dynamics Inc. | 0.75% | 12,947 | $1.7M | Add +2.0% |
| HON Honeywell International Inc. | 0.75% | 7,058 | $1.6M | Reduce -0.1% |
| ELV Elevance Health Inc. | 0.75% | 4,224 | $1.6M | Reduce -5.8% |
| JNJ Johnson & Johnson | 0.73% | 10,534 | $1.6M | Reduce -0.2% |
| CMCSA Comcast Corp. Class A | 0.72% | 44,608 | $1.6M | Add +2.3% |
| KO The Coca-Cola Co. | 0.72% | 22,341 | $1.6M | Add +7.9% |
| RTX RTX Corp. | 0.71% | 10,647 | $1.6M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 3,164 | $1.5M | Add +0.2% |
| PAYX Paychex Inc. | 0.69% | 10,485 | $1.5M | Reduce -0.9% |
| FTNT Fortinet Inc. | 0.67% | 13,891 | $1.5M | Reduce -2.1% |
| BMY Bristol-Myers Squibb Co. | 0.64% | 30,454 | $1.4M | Add +6.3% |
| NRG NRG Energy Inc. | 0.63% | 8,655 | $1.4M | Reduce -1.8% |
| DUK Duke Energy Corp. | 0.63% | 11,718 | $1.4M | Reduce -1.0% |
| TSLA Tesla Inc. | 0.62% | 4,316 | $1.4M | Reduce -6.4% |
| BLK BlackRock Inc. | 0.61% | 1,282 | $1.3M | Add +12.8% |
| AVGO Broadcom Inc. | 0.57% | 4,585 | $1.3M | Add +4.0% |
| TILT NT Mstar US Ftilt ETF | 0.56% | 5,500 | $1.2M | No change |
| WMT Walmart Inc. | 0.54% | 12,234 | $1.2M | Add +1.2% |
| PEP Pepsico Inc. | 0.51% | 8,444 | $1.1M | Add +0.1% |
| MDLZ Mondelez International Inc. Class A | 0.50% | 16,362 | $1.1M | Reduce -9.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 3,567 | $1.1M | Reduce -0.4% |
| ETN Eaton Corp. PLC | 0.47% | 2,923 | $1.0M | Reduce -0.8% |
| VLO Valero Energy Corp. | 0.46% | 7,608 | $1.0M | Reduce -5.7% |
| VZ Verizon Communications Inc. | 0.46% | 23,576 | $1.0M | Add +0.3% |
| CVS CVS Health Corp. | 0.46% | 14,593 | $1.0M | Reduce -15.3% |
| SHW The Sherwin-Williams Co. | 0.44% | 2,812 | $966K | Add +0.8% |
| VWO Vanguard Ftse Emerging Marke | 0.43% | 19,222 | $951K | Add +39.7% |
| RSP Invesco S&P 500 Equal Weight | 0.43% | 5,220 | $949K | Reduce -2.7% |
| AMGN Amgen Inc. | 0.41% | 3,234 | $903K | Reduce -1.5% |
| PFE Pfizer Inc. | 0.40% | 36,265 | $879K | Reduce -2.9% |
| UNP Union Pacific Corp. | 0.40% | 3,813 | $877K | Reduce -2.7% |
| CI The Cigna Group | 0.39% | 2,577 | $852K | Reduce -3.0% |
| PHM Pultegroup Inc. | 0.38% | 7,997 | $843K | Add +9.5% |
| ABT Abbott Laboratories | 0.38% | 6,134 | $834K | No change |
| CBRE CBRE Group Inc. Class A | 0.38% | 5,940 | $832K | Add +8.8% |
| GILD Gilead Sciences Inc. | 0.37% | 7,447 | $826K | Add +18.2% |
| MAR Marriott International Class A | 0.37% | 2,971 | $812K | Reduce -6.3% |
| EMR Emerson Electric Co. | 0.37% | 6,036 | $805K | Reduce -0.8% |
| COP Conocophillips | 0.36% | 8,910 | $800K | Add +3.6% |
| T AT&T Inc. | 0.35% | 26,476 | $766K | Add +43.5% |
| KMB Kimberly-Clark Corp. | 0.35% | 5,938 | $766K | Reduce -2.9% |
| GRMN Garmin Ltd. | 0.35% | 3,645 | $761K | Reduce -1.9% |
| LOW Lowe's Cos Inc. | 0.34% | 3,425 | $760K | Add +0.1% |
| CB Chubb Ltd. | 0.33% | 2,536 | $735K | Add +3.3% |
| MO Altria Group Inc. | 0.31% | 11,711 | $687K | Add +0.5% |
| LLY Eli Lilly & Co. | 0.30% | 861 | $671K | Add +0.5% |
| APD Air Products & Chemicals Inc. | 0.30% | 2,375 | $670K | No change |
| MCHP Microchip Technology Inc. | 0.30% | 9,421 | $663K | Reduce -6.0% |
| DVY iShares Select Dividend ETF | 0.30% | 4,948 | $657K | Reduce -0.9% |
| MRK Merck & Co. Inc. | 0.30% | 8,292 | $656K | Reduce -0.1% |
| PNC PNC Financial Services Group | 0.29% | 3,487 | $650K | Reduce -0.3% |
| AMD Advanced Micro Devices | 0.29% | 4,555 | $646K | Reduce -15.1% |
| NOC Northrop Grumman Corp. | 0.28% | 1,228 | $614K | Reduce -1.4% |
| ADP Automatic Data Processing | 0.27% | 1,952 | $602K | No change |
| LHX L3HARRIS Technologies Inc. | 0.27% | 2,361 | $592K | Reduce -2.9% |
| OKE Oneok Inc. | 0.27% | 7,205 | $588K | Reduce -0.5% |
| OHI Omega Healthcare Investors | 0.26% | 15,622 | $573K | Add +11.1% |
| ITW Illinois Tool Works | 0.25% | 2,251 | $557K | No change |
| ADBE Adobe Inc. | 0.25% | 1,433 | $554K | Add +7.4% |
| COF Capital One Financial Corp. | 0.25% | 2,579 | $549K | New |
| IVV iShares Core S&P 500 ETF | 0.24% | 869 | $540K | Add +2.0% |
| MPC Marathon Petroleum Corp. | 0.24% | 3,241 | $538K | Add +1.6% |
| CRM Salesforce Inc. | 0.24% | 1,967 | $536K | Add +20.4% |
Portfolio Sells Q1 2025 → Q2 2025
| DFS Discover Financial Services | Sold out | 0.00% | −0.21 |
| ELV Elevance Health Inc. | Reduce -5.8% | 0.75% | −0.21 |
| MCD McDonald's Corp. | Reduce -0.9% | 1.14% | −0.19 |
| PG The Procter & Gamble Co. | Reduce -1.6% | 0.98% | −0.17 |
| HD Home Depot Inc. | Reduce -0.7% | 1.81% | −0.16 |
| JNJ Johnson & Johnson | Reduce -0.2% | 0.73% | −0.13 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.12 |
| NEE Nextera Energy Inc. | Reduce -0.1% | 1.11% | −0.12 |
| CVS CVS Health Corp. | Reduce -15.3% | 0.46% | −0.12 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 2.02% | −0.12 |
| PAYX Paychex Inc. | Reduce -0.9% | 0.69% | −0.11 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.11 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.11 |
| PKG Packaging Corp. of America | Sold out | 0.00% | −0.10 |
| MDLZ Mondelez International Inc. Class A | Reduce -9.2% | 0.50% | −0.10 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.10 |
| AMGN Amgen Inc. | Reduce -1.5% | 0.41% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -0.4% | 2.34% | −0.09 |
| OKE Oneok Inc. | Reduce -0.5% | 0.27% | −0.09 |
| DUK Duke Energy Corp. | Reduce -1.0% | 0.63% | −0.08 |
| KMB Kimberly-Clark Corp. | Reduce -2.9% | 0.35% | −0.08 |
| MET Metlife Inc. | Reduce -1.8% | 0.76% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -0.1% | 0.30% | −0.07 |
| PFE Pfizer Inc. | Reduce -2.9% | 0.40% | −0.07 |
| VLO Valero Energy Corp. | Reduce -5.7% | 0.46% | −0.06 |
| UNP Union Pacific Corp. | Reduce -2.7% | 0.40% | −0.06 |
| GRMN Garmin Ltd. | Reduce -1.9% | 0.35% | −0.05 |
| USB US Bancorp | Reduce -20.1% | 0.19% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -0.6% | 0.99% | −0.05 |
| INTC Intel Corp. | Reduce -10.4% | 0.21% | −0.05 |
| CI The Cigna Group | Reduce -3.0% | 0.39% | −0.04 |
| MDT Medtronic PLC | Reduce -12.6% | 0.13% | −0.04 |
| NOC Northrop Grumman Corp. | Reduce -1.4% | 0.28% | −0.03 |
| DVY iShares Select Dividend ETF | Reduce -0.9% | 0.30% | −0.03 |
| ALL Allstate Corp. | Reduce -0.4% | 0.24% | −0.03 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.7% | 0.43% | −0.03 |
| SHEL Shell PLC-ADR | Reduce -1.3% | 0.16% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.8% | 0.17% | −0.02 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -1.0% | 0.20% | −0.02 |
| PPL PPL Corp. | Reduce -1.1% | 0.10% | −0.02 |
| IBTH iShares Ibonds Dec 2027 Term | Reduce -3.8% | 0.12% | −0.01 |
| SO The Southern Co. | Reduce -4.8% | 0.10% | −0.01 |
| GPC Genuine Parts Co. | Reduce -1.8% | 0.15% | −0.01 |
| DLR Digital Realty Trust Inc. | Reduce -19.8% | 0.10% | −0.01 |
| TXT Textron Inc. | Reduce -10.1% | 0.12% | −0.01 |
| PNC PNC Financial Services Group | Reduce -0.3% | 0.29% | −0.01 |
| CMI Cummins Inc. | Reduce -0.8% | 0.13% | −0.01 |
| FTNT Fortinet Inc. | Reduce -2.1% | 0.67% | −0.00 |
| C Citigroup Inc. | Reduce -11.4% | 0.17% | −0.00 |
| MAR Marriott International Class A | Reduce -6.3% | 0.37% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +0.2% | 6.13% | +1.14 |
| NVDA Nvidia Corp. | Add +2.4% | 2.65% | +0.73 |
| META Meta Platforms Inc. Class A | Add +5.5% | 2.08% | +0.42 |
| EFA iShares MSCI Eafe ETF | Add +49.1% | 1.10% | +0.37 |
| ORCL Oracle Corp. | Add +0.6% | 0.90% | +0.28 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 3.18% | +0.28 |
| COF Capital One Financial Corp. | New | 0.25% | +0.25 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.3% | 1.99% | +0.24 |
| AMZN Amazon.com Inc. | Add +2.7% | 2.49% | +0.22 |
| AVGO Broadcom Inc. | Add +4.0% | 0.57% | +0.21 |
| AXP American Express Co. | Add +0.3% | 1.90% | +0.17 |
| AMAT Applied Materials Inc. | Add +2.2% | 0.95% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +2.1% | 2.11% | +0.14 |
| SYF Synchrony Financial | New | 0.14% | +0.14 |
| VWO Vanguard Ftse Emerging Marke | Add +39.7% | 0.43% | +0.13 |
| GEV GE Vernova Inc. | New | 0.13% | +0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.0% | 1.43% | +0.12 |
| CAT Caterpillar Inc. | Add +1.1% | 1.18% | +0.11 |
| T AT&T Inc. | Add +43.5% | 0.35% | +0.09 |
| FTCS First Trust Capital Strength | New | 0.09% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | New | 0.09% | +0.09 |
| RGC Regencell Bioscience Holding | New | 0.09% | +0.09 |
| BLK BlackRock Inc. | Add +12.8% | 0.61% | +0.08 |
| DIA SS SPDR Dow Jones Indus Avg | Add +9.2% | 1.46% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 1.36% | +0.07 |
| BAC Bank of America Corp. | Add +3.2% | 0.89% | +0.07 |
| CSCO Cisco Systems Inc. | Add +2.2% | 1.09% | +0.06 |
| DAL Delta Air Lines Inc. | Add +49.5% | 0.16% | +0.06 |
| TXN Texas Instruments Inc. | Add +0.1% | 0.76% | +0.05 |
| NXPI NXP Semiconductors NV | Add +24.5% | 0.17% | +0.04 |
| GE General Electric | Add +0.8% | 0.24% | +0.04 |
| CSX CSX Corp. | Add +21.0% | 0.20% | +0.04 |
| EBAY eBay Inc. | Add +20.3% | 0.21% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 1.16% | +0.03 |
| CRM Salesforce Inc. | Add +20.4% | 0.24% | +0.03 |
| GILD Gilead Sciences Inc. | Add +18.2% | 0.37% | +0.03 |
| CBRE CBRE Group Inc. Class A | Add +8.8% | 0.38% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +2.8% | 2.43% | +0.03 |
| QCOM Qualcomm Inc. | Add +24.2% | 0.15% | +0.02 |
| WMT Walmart Inc. | Add +1.2% | 0.54% | +0.02 |
| MPC Marathon Petroleum Corp. | Add +1.6% | 0.24% | +0.02 |
| PHM Pultegroup Inc. | Add +9.5% | 0.38% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +2.0% | 0.24% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +3.7% | 1.97% | +0.00 |
| ADBE Adobe Inc. | Add +7.4% | 0.25% | +0.00 |
| GD General Dynamics Corp. | Add +0.3% | 0.19% | −0.00 |
| OHI Omega Healthcare Investors | Add +11.1% | 0.26% | −0.00 |
| EOG EOG Resources Inc. | Add +12.1% | 0.20% | −0.01 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +0.3% | 0.10% | −0.01 |
| TJX TJX Companies Inc. | Add +0.3% | 0.13% | −0.01 |
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 |