Greenfield Savings Bank
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 6, 2025), Greenfield Savings Bank reported 149 stock positions worth $237.0 million. Its top holding was Apple (AAPL) at 7.1% of the portfolio, followed by Microsoft (MSFT, 5.8%) and JPMorgan Chase (JPM, 3.2%). Compared with Q2 2025, it opened 8 new positions, sold out of 4, added to 54 and reduced 72. The biggest buy was Tesla (TSLA, shares +2%) and the biggest sale Elevance Health (ELV, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- GREENFIELD, MA
- CIK
- 0001940406
- Portfolio Value
- $237.0M (Q3 2025)
- SEC Filing
- 0001376474-25-000836 ↗ filed Oct 6, 2025
Holdings Value
Holdings 149 stocks · $237.0M
| AAPL Apple Inc. | 7.09% | 66,015 | $16.8M | Reduce -0.5% |
| MSFT Microsoft Corp. | 5.85% | 26,755 | $13.9M | Reduce -1.5% |
| JPM JPMorgan Chase & Co. | 3.15% | 23,702 | $7.5M | Reduce -1.9% |
| NVDA Nvidia Corp. | 2.86% | 36,352 | $6.8M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 2.66% | 25,873 | $6.3M | Reduce -1.4% |
| IJH iShares Core S&P Midcap ETF | 2.40% | 87,026 | $5.7M | Add +0.8% |
| AMZN Amazon.com Inc. | 2.28% | 24,595 | $5.4M | Reduce -1.6% |
| COST Costco Wholesale Corp. | 2.11% | 5,407 | $5.0M | Add +3.7% |
| IJR iShares Core S&P Small-Cap E | 2.00% | 39,925 | $4.7M | Add +0.4% |
| QQQ Invesco QQQ Trust Series 1 | 2.00% | 7,879 | $4.7M | Reduce -1.1% |
| HD Home Depot Inc. | 1.90% | 11,110 | $4.5M | Add +1.8% |
| META Meta Platforms Inc. Class A | 1.90% | 6,126 | $4.5M | Reduce -1.6% |
| MA Mastercard Inc. Class A | 1.87% | 7,786 | $4.4M | Reduce -1.6% |
| PGR Progressive Corp. | 1.87% | 17,922 | $4.4M | Add +5.9% |
| AXP American Express Co. | 1.82% | 13,018 | $4.3M | Reduce -0.8% |
| ABBV Abbvie Inc. | 1.78% | 18,236 | $4.2M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 1.75% | 17,024 | $4.1M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.44% | 5,128 | $3.4M | Add +0.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.44% | 7,335 | $3.4M | Add +0.6% |
| CAT Caterpillar Inc. | 1.33% | 6,628 | $3.2M | Reduce -1.3% |
| PM Philip Morris International | 1.32% | 19,250 | $3.1M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.18% | 8,501 | $2.8M | Add +1.2% |
| EFA iShares MSCI Eafe ETF | 1.16% | 29,401 | $2.7M | Add +8.1% |
| NEE Nextera Energy Inc. | 1.13% | 35,582 | $2.7M | Add +0.6% |
| MCD McDonald's Corp. | 1.10% | 8,608 | $2.6M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 1.03% | 21,564 | $2.4M | Add +6.9% |
| UNH Unitedhealth Group Inc. | 1.01% | 6,959 | $2.4M | Add +10.9% |
| ORCL Oracle Corp. | 1.00% | 8,466 | $2.4M | Reduce -7.1% |
| CSCO Cisco Systems Inc. | 0.99% | 34,459 | $2.4M | Reduce -0.1% |
| LMT Lockheed Martin Corp. | 0.98% | 4,651 | $2.3M | Reduce -1.0% |
| AMAT Applied Materials Inc. | 0.96% | 11,124 | $2.3M | Reduce -3.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.91% | 41,939 | $2.2M | Add +1.0% |
| PG The Procter & Gamble Co. | 0.86% | 13,296 | $2.0M | Reduce -2.4% |
| V Visa Inc. Class A | 0.86% | 5,951 | $2.0M | Add +4.4% |
| TSLA Tesla Inc. | 0.82% | 4,390 | $2.0M | Add +1.7% |
| JNJ Johnson & Johnson | 0.82% | 10,478 | $1.9M | Reduce -0.5% |
| CVX Chevron Corp. | 0.77% | 11,773 | $1.8M | Add +1.4% |
| STLD Steel Dynamics Inc. | 0.76% | 12,957 | $1.8M | Add +0.1% |
| RTX RTX Corp. | 0.75% | 10,568 | $1.8M | Reduce -0.7% |
| KO The Coca-Cola Co. | 0.70% | 24,888 | $1.7M | Add +11.4% |
| BLK BlackRock Inc. | 0.69% | 1,396 | $1.6M | Add +8.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.67% | 3,164 | $1.6M | No change |
| TXN Texas Instruments Inc. | 0.63% | 8,078 | $1.5M | Reduce -0.3% |
| HON Honeywell International Inc. | 0.62% | 6,930 | $1.5M | Reduce -1.8% |
| BMY Bristol-Myers Squibb Co. | 0.61% | 32,235 | $1.5M | Add +5.8% |
| DUK Duke Energy Corp. | 0.61% | 11,724 | $1.5M | Add +0.1% |
| AVGO Broadcom Inc. | 0.60% | 4,288 | $1.4M | Reduce -6.5% |
| CMCSA Comcast Corp. Class A | 0.59% | 44,875 | $1.4M | Add +0.6% |
| TILT NT Mstar US Ftilt ETF | 0.56% | 5,500 | $1.3M | No change |
| PAYX Paychex Inc. | 0.56% | 10,485 | $1.3M | No change |
| NRG NRG Energy Inc. | 0.56% | 8,195 | $1.3M | Reduce -5.3% |
| WMT Walmart Inc. | 0.55% | 12,755 | $1.3M | Add +4.3% |
| VLO Valero Energy Corp. | 0.54% | 7,509 | $1.3M | Reduce -1.3% |
| MET Metlife Inc. | 0.50% | 14,287 | $1.2M | Reduce -31.6% |
| PEP Pepsico Inc. | 0.49% | 8,340 | $1.2M | Reduce -1.2% |
| FTNT Fortinet Inc. | 0.49% | 13,756 | $1.2M | Reduce -1.0% |
| PHM Pultegroup Inc. | 0.46% | 8,255 | $1.1M | Add +3.2% |
| ETN Eaton Corp. PLC | 0.45% | 2,880 | $1.1M | Reduce -1.5% |
| ELV Elevance Health Inc. | 0.45% | 3,318 | $1.1M | Reduce -21.4% |
| VWO Vanguard Ftse Emerging Marke | 0.45% | 19,646 | $1.1M | Add +2.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 3,555 | $1.0M | Reduce -0.3% |
| GILD Gilead Sciences Inc. | 0.41% | 8,856 | $983K | Add +18.9% |
| SHW The Sherwin-Williams Co. | 0.41% | 2,812 | $974K | No change |
| VZ Verizon Communications Inc. | 0.41% | 22,053 | $969K | Reduce -6.5% |
| CBRE CBRE Group Inc. Class A | 0.40% | 6,068 | $956K | Add +2.1% |
| MDLZ Mondelez International Inc. Class A | 0.39% | 14,927 | $932K | Reduce -8.8% |
| T AT&T Inc. | 0.39% | 32,936 | $930K | Add +24.4% |
| RSP Invesco S&P 500 Equal Weight | 0.39% | 4,883 | $926K | Reduce -6.5% |
| PFE Pfizer Inc. | 0.38% | 35,535 | $905K | Reduce -2.0% |
| GRMN Garmin Ltd. | 0.38% | 3,631 | $894K | Reduce -0.4% |
| UNP Union Pacific Corp. | 0.38% | 3,764 | $890K | Reduce -1.3% |
| AMGN Amgen Inc. | 0.37% | 3,108 | $877K | Reduce -3.9% |
| COP Conocophillips | 0.36% | 9,018 | $853K | Add +1.2% |
| CVS CVS Health Corp. | 0.35% | 11,039 | $832K | Reduce -24.4% |
| LOW Lowe's Cos Inc. | 0.35% | 3,301 | $830K | Reduce -3.6% |
| ABT Abbott Laboratories | 0.34% | 6,084 | $815K | Reduce -0.8% |
| EMR Emerson Electric Co. | 0.33% | 6,015 | $789K | Reduce -0.3% |
| MO Altria Group Inc. | 0.33% | 11,705 | $773K | Reduce -0.1% |
| MAR Marriott International Class A | 0.32% | 2,887 | $752K | Reduce -2.8% |
| NOC Northrop Grumman Corp. | 0.31% | 1,199 | $731K | Reduce -2.4% |
| DVY iShares Select Dividend ETF | 0.31% | 5,120 | $728K | Add +3.5% |
| CI The Cigna Group | 0.30% | 2,508 | $723K | Reduce -2.7% |
| LHX L3HARRIS Technologies Inc. | 0.30% | 2,342 | $715K | Reduce -0.8% |
| CB Chubb Ltd. | 0.30% | 2,512 | $709K | Reduce -0.9% |
| PNC PNC Financial Services Group | 0.30% | 3,492 | $702K | Add +0.1% |
| KMB Kimberly-Clark Corp. | 0.29% | 5,438 | $676K | Reduce -8.4% |
| INTC Intel Corp. | 0.28% | 19,750 | $663K | Reduce -6.4% |
| MRK Merck & Co. Inc. | 0.28% | 7,836 | $658K | Reduce -5.5% |
| LLY Eli Lilly & Co. | 0.28% | 860 | $656K | Reduce -0.1% |
| APD Air Products & Chemicals Inc. | 0.27% | 2,375 | $648K | No change |
| ITW Illinois Tool Works | 0.27% | 2,469 | $644K | Add +9.7% |
| MPC Marathon Petroleum Corp. | 0.26% | 3,187 | $614K | Reduce -1.7% |
| AMD Advanced Micro Devices | 0.26% | 3,770 | $610K | Reduce -17.2% |
| MCHP Microchip Technology Inc. | 0.26% | 9,421 | $605K | No change |
| GE General Electric filed as GE AEROSPACE | 0.25% | 1,979 | $595K | Reduce -1.9% |
| ALL Allstate Corp. | 0.25% | 2,709 | $581K | Add +2.5% |
| EBAY eBay Inc. | 0.24% | 6,305 | $573K | Add +3.4% |
| ADP Automatic Data Processing | 0.24% | 1,952 | $573K | No change |
| IVV iShares Core S&P 500 ETF | 0.24% | 852 | $570K | Reduce -2.0% |
| COF Capital One Financial Corp. | 0.23% | 2,600 | $553K | Add +0.8% |
Portfolio Sells Q2 2025 → Q3 2025
| ELV Elevance Health Inc. | Reduce -21.4% | 0.45% | −0.29 |
| MSFT Microsoft Corp. | Reduce -1.5% | 5.85% | −0.28 |
| PM Philip Morris International | Reduce -0.1% | 1.32% | −0.27 |
| MET Metlife Inc. | Reduce -31.6% | 0.50% | −0.27 |
| AMZN Amazon.com Inc. | Reduce -1.6% | 2.28% | −0.21 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -1.6% | 1.90% | −0.19 |
| FTNT Fortinet Inc. | Reduce -1.0% | 0.49% | −0.18 |
| MA Mastercard Inc. Class A | Reduce -1.6% | 1.87% | −0.15 |
| TXN Texas Instruments Inc. | Reduce -0.3% | 0.63% | −0.14 |
| HON Honeywell International Inc. | Reduce -1.8% | 0.62% | −0.13 |
| PG The Procter & Gamble Co. | Reduce -2.4% | 0.86% | −0.12 |
| MDLZ Mondelez International Inc. Class A | Reduce -8.8% | 0.39% | −0.11 |
| CVS CVS Health Corp. | Reduce -24.4% | 0.35% | −0.11 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.10 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −0.10 |
| CSCO Cisco Systems Inc. | Reduce -0.1% | 0.99% | −0.09 |
| RGC Regencell Bioscience Holding | Sold out | 0.00% | −0.09 |
| CI The Cigna Group | Reduce -2.7% | 0.30% | −0.08 |
| AXP American Express Co. | Reduce -0.8% | 1.82% | −0.07 |
| NRG NRG Energy Inc. | Reduce -5.3% | 0.56% | −0.07 |
| KMB Kimberly-Clark Corp. | Reduce -8.4% | 0.29% | −0.06 |
| USB US Bancorp | Reduce -28.3% | 0.13% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -6.5% | 0.41% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -0.3% | 0.42% | −0.05 |
| OHI Omega Healthcare Investors | Reduce -25.4% | 0.21% | −0.05 |
| MAR Marriott International Class A | Reduce -2.8% | 0.32% | −0.05 |
| MDT Medtronic PLC | Reduce -33.6% | 0.09% | −0.04 |
| AMGN Amgen Inc. | Reduce -3.9% | 0.37% | −0.04 |
| RSP Invesco S&P 500 Equal Weight | Reduce -6.5% | 0.39% | −0.04 |
| MCD McDonald's Corp. | Reduce -0.1% | 1.10% | −0.04 |
| AMD Advanced Micro Devices | Reduce -17.2% | 0.26% | −0.04 |
| ABT Abbott Laboratories | Reduce -0.8% | 0.34% | −0.03 |
| CB Chubb Ltd. | Reduce -0.9% | 0.30% | −0.03 |
| EMR Emerson Electric Co. | Reduce -0.3% | 0.33% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -0.1% | 0.28% | −0.03 |
| TXT Textron Inc. | Reduce -19.3% | 0.10% | −0.03 |
| UNP Union Pacific Corp. | Reduce -1.3% | 0.38% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -1.9% | 3.15% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -5.5% | 0.28% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -1.5% | 0.45% | −0.02 |
| PFE Pfizer Inc. | Reduce -2.0% | 0.38% | −0.02 |
| PEP Pepsico Inc. | Reduce -1.2% | 0.49% | −0.01 |
| SHEL Shell PLC-ADR | Reduce -1.6% | 0.15% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.1% | 0.16% | −0.01 |
| GPC Genuine Parts Co. | Reduce -11.3% | 0.14% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -1.0% | 0.98% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.8% | 0.11% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -2.0% | 0.24% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.1% | 2.00% | +0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| TSLA Tesla Inc. | Add +1.7% | 0.82% | +0.20 |
| ACN Accenture PLC Class A | New | 0.19% | +0.19 |
| SCHW Schwab (charles) Corp. | New | 0.17% | +0.17 |
| UNH Unitedhealth Group Inc. | Add +10.9% | 1.01% | +0.13 |
| CMG Chipotle Mexican Grill Inc. | New | 0.12% | +0.12 |
| PKG Packaging Corp. of America | New | 0.10% | +0.10 |
| NSC Norfolk Southern Corp. | New | 0.10% | +0.10 |
| GS Goldman Sachs Group Inc. | New | 0.09% | +0.09 |
| ARKK ARK Innovation ETF | New | 0.08% | +0.08 |
| HD Home Depot Inc. | Add +1.8% | 1.90% | +0.08 |
| PHM Pultegroup Inc. | Add +3.2% | 0.46% | +0.08 |
| BLK BlackRock Inc. | Add +8.9% | 0.69% | +0.08 |
| DAL Delta Air Lines Inc. | Add +28.8% | 0.22% | +0.06 |
| SYF Synchrony Financial | Add +44.5% | 0.20% | +0.06 |
| EFA iShares MSCI Eafe ETF | Add +8.1% | 1.16% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +28.4% | 0.15% | +0.05 |
| DNP DNP Select Income Fund Inc. | New | 0.05% | +0.05 |
| T AT&T Inc. | Add +24.4% | 0.39% | +0.04 |
| QCOM Qualcomm Inc. | Add +32.4% | 0.19% | +0.04 |
| GILD Gilead Sciences Inc. | Add +18.9% | 0.41% | +0.04 |
| XOM Exxon Mobil Corp. | Add +6.9% | 1.03% | +0.04 |
| EBAY eBay Inc. | Add +3.4% | 0.24% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +0.4% | 2.00% | +0.03 |
| CBRE CBRE Group Inc. Class A | Add +2.1% | 0.40% | +0.03 |
| BAC Bank of America Corp. | Add +1.0% | 0.91% | +0.02 |
| ITW Illinois Tool Works | Add +9.7% | 0.27% | +0.02 |
| NEE Nextera Energy Inc. | Add +0.6% | 1.13% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.2% | 1.18% | +0.02 |
| CSX CSX Corp. | Add +7.8% | 0.21% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +2.2% | 0.45% | +0.02 |
| CVX Chevron Corp. | Add +1.4% | 0.77% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.7% | 1.44% | +0.01 |
| WMT Walmart Inc. | Add +4.3% | 0.55% | +0.01 |
| GEV GE Vernova Inc. | Add +1.0% | 0.14% | +0.01 |
| STLD Steel Dynamics Inc. | Add +0.1% | 0.76% | +0.01 |
| WEC WEC Energy Group Inc. | Add +2.9% | 0.19% | +0.01 |
| DVY iShares Select Dividend ETF | Add +3.5% | 0.31% | +0.01 |
| NXPI NXP Semiconductors NV | Add +7.6% | 0.17% | +0.01 |
| ALL Allstate Corp. | Add +2.5% | 0.25% | +0.00 |
| PPL PPL Corp. | Add +0.3% | 0.10% | +0.00 |
| PNC PNC Financial Services Group | Add +0.1% | 0.30% | +0.00 |
| EXC Exelon Corp. | Add +3.5% | 0.11% | −0.00 |
| IBTH iShares Ibonds Dec 2027 Term | Add +7.1% | 0.12% | −0.00 |
| COP Conocophillips | Add +1.2% | 0.36% | −0.00 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +4.0% | 0.10% | −0.00 |
| IBTG iShares Ibonds Dec 2026 Term | Add +5.8% | 0.20% | −0.00 |
| SO The Southern Co. | Add +0.3% | 0.10% | −0.00 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +1.2% | 0.18% | −0.01 |
| DUK Duke Energy Corp. | Add +0.1% | 0.61% | −0.02 |
| CRM Salesforce Inc. | Add +16.0% | 0.23% | −0.02 |
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 |