Greenfield Savings Bank

Name: Greenfield Savings Bank 13F holdings, Q2 2025
Creator: Greenfield Savings Bank
Published: 2025-07-07

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
ALL Allstate Corp.	0.24%	2,642	$532K	Reduce -0.4%
GE General Electric filed as GE AEROSPACE	0.24%	2,017	$519K	Add +0.8%
SYK Stryker Corp.	0.23%	1,298	$514K	No change
TD Toronto-Dominion Bank	0.22%	6,559	$482K	Reduce -0.1%
INTC Intel Corp.	0.21%	21,104	$473K	Reduce -10.4%
EBAY eBay Inc.	0.21%	6,098	$454K	Add +20.3%
IBTG iShares Ibonds Dec 2026 Term	0.20%	19,595	$449K	Reduce -1.0%
NVR NVR Inc.	0.20%	59	$436K	No change
EOG EOG Resources Inc.	0.20%	3,639	$435K	Add +12.1%
CSX CSX Corp.	0.20%	13,284	$433K	Add +21.0%
EME Emcor Group Inc.	0.19%	795	$425K	No change
GD General Dynamics Corp.	0.19%	1,450	$423K	Add +0.3%
IBTJ iShares Ibonds Dec 2029 Term	0.19%	19,106	$419K	Add +2.5%
USB US Bancorp	0.19%	9,125	$413K	Reduce -20.1%
UPS United Parcel Service Class B	0.19%	4,089	$413K	Add +3.7%
WEC WEC Energy Group Inc.	0.18%	3,841	$400K	Add +0.7%
C Citigroup Inc.	0.17%	4,475	$381K	Reduce -11.4%
VTV Vanguard Mrngstr Val ETF-Aui	0.17%	2,071	$366K	Reduce -6.8%
NXPI NXP Semiconductors NV	0.17%	1,674	$366K	Add +24.5%
IYC iShares US Consumer Discreti	0.16%	3,512	$350K	No change
SHEL Shell PLC-ADR	0.16%	4,957	$349K	Reduce -1.3%
DAL Delta Air Lines Inc.	0.16%	7,077	$348K	Add +49.5%
GPC Genuine Parts Co.	0.15%	2,720	$330K	Reduce -1.8%
QCOM Qualcomm Inc.	0.15%	2,012	$320K	Add +24.2%
SYF Synchrony Financial	0.14%	4,507	$301K	New
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.13%	2,388	$295K	Add +0.3%
PSX Phillips 66	0.13%	2,433	$290K	No change
MDT Medtronic PLC	0.13%	3,313	$289K	Reduce -12.6%
CMI Cummins Inc.	0.13%	856	$280K	Reduce -0.8%
WCN Waste Connections Inc.	0.13%	1,500	$280K	No change
GEV GE Vernova Inc.	0.13%	521	$276K	New
IBTH iShares Ibonds Dec 2027 Term	0.12%	12,232	$275K	Reduce -3.8%
AFL Aflac Inc.	0.12%	2,600	$274K	No change
TXT Textron Inc.	0.12%	3,302	$265K	Reduce -10.1%
IWM iShares Russell 2000 ETF	0.12%	1,228	$265K	No change
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.12%	926	$259K	No change
EXC Exelon Corp.	0.11%	5,408	$235K	No change
CL Colgate-Palmolive Co.	0.10%	2,443	$222K	No change
IBDS Ishrs Ibnds Dec 27 Corp. ETF	0.10%	9,099	$221K	Add +0.3%
SO The Southern Co.	0.10%	2,381	$219K	Reduce -4.8%
DLR Digital Realty Trust Inc.	0.10%	1,238	$216K	Reduce -19.8%
PPL PPL Corp.	0.10%	6,361	$216K	Reduce -1.1%
FTCS First Trust Capital Strength	0.09%	2,219	$202K	New
PLTR Palantir Technologies Inc. Class A	0.09%	1,473	$201K	New
RGC Regencell Bioscience Holding	0.09%	11,000	$187K	New

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