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

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 Q1 2025 Q2 2025: $220.4M Q2 2025 Q3 2025: $237.0M $237.0M Q3 2025 Q4 2025: $237.7M Q4 2025 Q1 2026: $234.5M Q1 2026 Q2 2026: $263.7M Q2 2026

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%
CRM Salesforce Inc. 0.23% 2,281 $541K Add +16.0%
ADBE Adobe Inc. 0.23% 1,517 $535K Add +5.9%
OKE Oneok Inc. 0.22% 7,277 $531K Add +1.0%
TD Toronto-Dominion Bank 0.22% 6,554 $524K Reduce -0.1%
DAL Delta Air Lines Inc. 0.22% 9,118 $517K Add +28.8%
CSX CSX Corp. 0.21% 14,315 $508K Add +7.8%
EME Emcor Group Inc. 0.21% 766 $498K Reduce -3.6%
GD General Dynamics Corp. 0.21% 1,445 $493K Reduce -0.3%
OHI Omega Healthcare Investors 0.21% 11,653 $492K Reduce -25.4%
SYK Stryker Corp. 0.20% 1,298 $480K No change
IBTG iShares Ibonds Dec 2026 Term 0.20% 20,730 $476K Add +5.8%
NVR NVR Inc. 0.20% 59 $474K No change
SYF Synchrony Financial 0.20% 6,511 $463K Add +44.5%
WEC WEC Energy Group Inc. 0.19% 3,954 $453K Add +2.9%
ACN Accenture PLC Class A 0.19% 1,832 $452K New
C Citigroup Inc. 0.19% 4,383 $445K Reduce -2.1%
QCOM Qualcomm Inc. 0.19% 2,663 $443K Add +32.4%
EOG EOG Resources Inc. 0.18% 3,806 $427K Add +4.6%
IBTJ iShares Ibonds Dec 2029 Term 0.18% 19,335 $425K Add +1.2%
NXPI NXP Semiconductors NV 0.17% 1,801 $410K Add +7.6%
SCHW Schwab (charles) Corp. 0.17% 4,249 $406K New
VTV Vanguard Mrngstr Val ETF-Aui 0.16% 1,986 $370K Reduce -4.1%
IYC iShares US Consumer Discreti 0.16% 3,512 $368K No change
CMI Cummins Inc. 0.15% 856 $362K No change
SHEL Shell PLC-ADR 0.15% 4,879 $349K Reduce -1.6%
PLTR Palantir Technologies Inc. Class A 0.15% 1,892 $345K Add +28.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.15% 2,381 $344K Reduce -0.3%
GPC Genuine Parts Co. 0.14% 2,414 $335K Reduce -11.3%
PSX Phillips 66 0.14% 2,408 $328K Reduce -1.0%
GEV GE Vernova Inc. 0.14% 526 $323K Add +1.0%
USB US Bancorp 0.13% 6,541 $316K Reduce -28.3%
IWM iShares Russell 2000 ETF 0.13% 1,228 $297K No change
IBTH iShares Ibonds Dec 2027 Term 0.12% 13,103 $295K Add +7.1%
AFL Aflac Inc. 0.12% 2,600 $290K No change
CMG Chipotle Mexican Grill Inc. 0.12% 7,295 $286K New
WCN Waste Connections Inc. 0.11% 1,500 $264K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.11% 891 $262K Reduce -3.8%
EXC Exelon Corp. 0.11% 5,595 $252K Add +3.5%
PPL PPL Corp. 0.10% 6,378 $237K Add +0.3%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.10% 9,464 $230K Add +4.0%
SO The Southern Co. 0.10% 2,389 $226K Add +0.3%
PKG Packaging Corp. of America 0.10% 1,038 $226K New
NSC Norfolk Southern Corp. 0.10% 751 $226K New
TXT Textron Inc. 0.10% 2,665 $225K Reduce -19.3%
GS Goldman Sachs Group Inc. 0.09% 278 $221K New
MDT Medtronic PLC 0.09% 2,200 $210K Reduce -33.6%
FTCS First Trust Capital Strength 0.09% 2,219 $208K No change
ARKK ARK Innovation ETF 0.08% 2,330 $201K New
DNP DNP Select Income Fund Inc. 0.05% 12,700 $127K New

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

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