Greenfield Savings Bank

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Greenfield Savings Bank reported 141 stock positions worth $237.7 million. Its top holding was Apple (AAPL) at 7.4% of the portfolio, followed by Microsoft (MSFT, 5.4%) and Alphabet Class C (GOOG, 3.4%). Compared with Q3 2025, it sold out of 8, added to 40 and reduced 84. The biggest buy was iShares MSCI Eafe ETF (EFA, shares +13%) and the biggest sale Microsoft (MSFT, shares −2%).

Most Recent 13F
Q2 2026
Location
GREENFIELD, MA
CIK
0001940406
Portfolio Value
$237.7M (Q4 2025)
SEC Filing
0001376474-26-000096 ↗ filed Feb 2, 2026

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

Holdings 141 stocks · $237.7M

AAPL Apple Inc. 7.44% 65,089 $17.7M Reduce -1.4%
MSFT Microsoft Corp. 5.36% 26,343 $12.7M Reduce -1.5%
GOOG Alphabet Inc. Class C 3.38% 25,596 $8.0M Reduce -1.1%
JPM JPMorgan Chase & Co. 3.19% 23,526 $7.6M Reduce -0.7%
NVDA Nvidia Corp. 2.80% 35,716 $6.7M Reduce -1.8%
AMZN Amazon.com Inc. 2.38% 24,535 $5.7M Reduce -0.2%
IJH iShares Core S&P Midcap ETF 2.34% 84,339 $5.6M Reduce -3.1%
GOOGL Alphabet Inc. Class A 2.19% 16,623 $5.2M Reduce -2.4%
IJR iShares Core S&P Small-Cap E 2.01% 39,755 $4.8M Reduce -0.4%
QQQ Invesco QQQ Trust Series 1 2.01% 7,771 $4.8M Reduce -1.4%
AXP American Express Co. 2.00% 12,842 $4.8M Reduce -1.4%
MA Mastercard Inc. Class A 1.82% 7,588 $4.3M Reduce -2.5%
COST Costco Wholesale Corp. 1.81% 4,982 $4.3M Reduce -7.9%
ABBV Abbvie Inc. 1.75% 18,259 $4.2M Add +0.1%
PGR Progressive Corp. 1.75% 18,320 $4.2M Add +2.2%
META Meta Platforms Inc. Class A 1.70% 6,116 $4.0M Reduce -0.2%
CAT Caterpillar Inc. 1.58% 6,568 $3.8M Reduce -0.9%
SPY SS SPDR S&P 500 ETF Trust-US 1.52% 5,291 $3.6M Add +3.2%
HD Home Depot Inc. 1.51% 10,449 $3.6M Reduce -6.0%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 1.50% 7,414 $3.6M Add +1.1%
EFA iShares MSCI Eafe ETF 1.35% 33,363 $3.2M Add +13.5%
PM Philip Morris International 1.29% 19,107 $3.1M Reduce -0.7%
NEE Nextera Energy Inc. 1.20% 35,500 $2.8M Reduce -0.2%
VTI VG Morningstar TS MKT ETF-US 1.19% 8,433 $2.8M Reduce -0.8%
AMAT Applied Materials Inc. 1.17% 10,838 $2.8M Reduce -2.6%
CSCO Cisco Systems Inc. 1.14% 35,087 $2.7M Add +1.8%
XOM Exxon Mobil Corp. 1.10% 21,828 $2.6M Add +1.2%
MCD McDonald's Corp. 1.09% 8,484 $2.6M Reduce -1.4%
UNH Unitedhealth Group Inc. 0.98% 7,037 $2.3M Add +1.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.97% 41,890 $2.3M Reduce -0.1%
LMT Lockheed Martin Corp. 0.92% 4,538 $2.2M Reduce -2.4%
STLD Steel Dynamics Inc. 0.92% 12,885 $2.2M Reduce -0.6%
V Visa Inc. Class A 0.91% 6,148 $2.2M Add +3.3%
JNJ Johnson & Johnson 0.89% 10,258 $2.1M Reduce -2.1%
TSLA Tesla Inc. 0.88% 4,645 $2.1M Add +5.8%
RTX RTX Corp. 0.79% 10,223 $1.9M Reduce -3.3%
PG The Procter & Gamble Co. 0.78% 12,946 $1.9M Reduce -2.6%
KO The Coca-Cola Co. 0.76% 25,998 $1.8M Add +4.5%
BMY Bristol-Myers Squibb Co. 0.75% 33,154 $1.8M Add +2.9%
ORCL Oracle Corp. 0.71% 8,672 $1.7M Add +2.4%
CVX Chevron Corp. 0.71% 11,014 $1.7M Reduce -6.5%
BRK.B Berkshire Hathaway Inc. Class B 0.66% 3,129 $1.6M Reduce -1.1%
BLK BlackRock Inc. 0.65% 1,435 $1.5M Add +2.8%
AVGO Broadcom Inc. 0.63% 4,338 $1.5M Add +1.2%
WMT Walmart Inc. 0.63% 13,458 $1.5M Add +5.5%
TXN Texas Instruments Inc. 0.58% 7,993 $1.4M Reduce -1.1%
TILT NT Mstar US Ftilt ETF 0.58% 5,500 $1.4M No change
NRG NRG Energy Inc. 0.56% 8,434 $1.3M Add +2.9%
DUK Duke Energy Corp. 0.56% 11,356 $1.3M Reduce -3.1%
CMCSA Comcast Corp. Class A 0.56% 44,390 $1.3M Reduce -1.1%
HON Honeywell International Inc. 0.56% 6,769 $1.3M Reduce -2.3%
VLO Valero Energy Corp. 0.51% 7,435 $1.2M Reduce -1.0%
VWO Vanguard Ftse Emerging Marke 0.49% 21,838 $1.2M Add +11.2%
GILD Gilead Sciences Inc. 0.49% 9,542 $1.2M Add +7.8%
PEP Pepsico Inc. 0.49% 8,158 $1.2M Reduce -2.2%
PAYX Paychex Inc. 0.48% 10,195 $1.1M Reduce -2.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.46% 3,711 $1.1M Add +4.4%
ELV Elevance Health Inc. 0.46% 3,127 $1.1M Reduce -5.8%
CBRE CBRE Group Inc. Class A 0.44% 6,462 $1.0M Add +6.5%
PHM Pultegroup Inc. 0.43% 8,808 $1.0M Add +6.7%
MET Metlife Inc. 0.43% 12,968 $1.0M Reduce -9.2%
FTNT Fortinet Inc. 0.43% 12,817 $1.0M Reduce -6.8%
AMGN Amgen Inc. 0.42% 3,017 $987K Reduce -2.9%
LLY Eli Lilly & Co. 0.39% 868 $933K Add +0.9%
SHW The Sherwin-Williams Co. 0.38% 2,812 $911K No change
RSP Invesco S&P 500 Equal Weight 0.38% 4,720 $904K Reduce -3.3%
ETN Eaton Corp. PLC 0.38% 2,830 $901K Reduce -1.7%
UNP Union Pacific Corp. 0.37% 3,800 $879K Add +1.0%
COP Conocophillips 0.37% 9,305 $871K Add +3.2%
MAR Marriott International Class A 0.36% 2,793 $867K Reduce -3.3%
PFE Pfizer Inc. 0.36% 34,641 $863K Reduce -2.5%
VZ Verizon Communications Inc. 0.35% 20,387 $830K Reduce -7.5%
AMD Advanced Micro Devices 0.35% 3,863 $827K Add +2.5%
CB Chubb Ltd. 0.34% 2,620 $818K Add +4.3%
T AT&T Inc. 0.34% 32,520 $808K Reduce -1.3%
MDLZ Mondelez International Inc. Class A 0.34% 14,872 $801K Reduce -0.4%
EMR Emerson Electric Co. 0.33% 5,916 $785K Reduce -1.6%
LOW Lowe's Cos Inc. 0.33% 3,223 $777K Reduce -2.4%
MRK Merck & Co. Inc. 0.33% 7,346 $773K Reduce -6.3%
CVS CVS Health Corp. 0.32% 9,679 $768K Reduce -12.3%
ABT Abbott Laboratories 0.32% 6,024 $755K Reduce -1.0%
CI The Cigna Group 0.31% 2,650 $729K Add +5.7%
INTC Intel Corp. 0.30% 19,215 $709K Reduce -2.7%
GRMN Garmin Ltd. 0.30% 3,476 $705K Reduce -4.3%
DAL Delta Air Lines Inc. 0.29% 10,060 $698K Add +10.3%
PNC PNC Financial Services Group 0.29% 3,322 $693K Reduce -4.9%
DVY iShares Select Dividend ETF 0.29% 4,840 $683K Reduce -5.5%
NOC Northrop Grumman Corp. 0.28% 1,176 $671K Reduce -1.9%
LHX L3HARRIS Technologies Inc. 0.28% 2,244 $659K Reduce -4.2%
CRM Salesforce Inc. 0.27% 2,431 $644K Add +6.6%
MO Altria Group Inc. 0.27% 10,930 $630K Reduce -6.6%
SYF Synchrony Financial 0.26% 7,402 $618K Add +13.7%
GE General Electric filed as GE AEROSPACE 0.26% 1,979 $610K No change
TD Toronto-Dominion Bank 0.26% 6,444 $607K Reduce -1.7%
COF Capital One Financial Corp. 0.25% 2,488 $603K Reduce -4.3%
EBAY eBay Inc. 0.25% 6,859 $597K Add +8.8%
MCHP Microchip Technology Inc. 0.25% 9,166 $584K Reduce -2.7%
IVV iShares Core S&P 500 ETF 0.25% 852 $584K No change
APD Air Products & Chemicals Inc. 0.24% 2,325 $574K Reduce -2.1%
CSX CSX Corp. 0.23% 15,332 $556K Add +7.1%

Show all 141 holdings

Portfolio Sells Q3 2025 → Q4 2025

MSFT Microsoft Corp. Reduce -1.5% 5.36% −0.49
HD Home Depot Inc. Reduce -6.0% 1.51% −0.39
COST Costco Wholesale Corp. Reduce -7.9% 1.81% −0.30
IBTG iShares Ibonds Dec 2026 Term Sold out 0.00% −0.20
META Meta Platforms Inc. Class A Reduce -0.2% 1.70% −0.20
IBTJ iShares Ibonds Dec 2029 Term Sold out 0.00% −0.18
IBTH iShares Ibonds Dec 2027 Term Sold out 0.00% −0.12
IBDS Ishrs Ibnds Dec 27 Corp. ETF Sold out 0.00% −0.10
PKG Packaging Corp. of America Sold out 0.00% −0.10
MDT Medtronic PLC Sold out 0.00% −0.09
ARKK ARK Innovation ETF Sold out 0.00% −0.08
PG The Procter & Gamble Co. Reduce -2.6% 0.78% −0.08
GRMN Garmin Ltd. Reduce -4.3% 0.30% −0.08
PAYX Paychex Inc. Reduce -2.8% 0.48% −0.08
ETN Eaton Corp. PLC Reduce -1.7% 0.38% −0.08
MET Metlife Inc. Reduce -9.2% 0.43% −0.07
CVX Chevron Corp. Reduce -6.5% 0.71% −0.07
MO Altria Group Inc. Reduce -6.6% 0.27% −0.06
KMB Kimberly-Clark Corp. Reduce -2.5% 0.22% −0.06
HON Honeywell International Inc. Reduce -2.3% 0.56% −0.06
FTNT Fortinet Inc. Reduce -6.8% 0.43% −0.06
NVDA Nvidia Corp. Reduce -1.8% 2.80% −0.06
VZ Verizon Communications Inc. Reduce -7.5% 0.35% −0.06
MDLZ Mondelez International Inc. Class A Reduce -0.4% 0.34% −0.06
LMT Lockheed Martin Corp. Reduce -2.4% 0.92% −0.06
IJH iShares Core S&P Midcap ETF Reduce -3.1% 2.34% −0.05
DNP DNP Select Income Fund Inc. Sold out 0.00% −0.05
MPC Marathon Petroleum Corp. Reduce -5.7% 0.21% −0.05
T AT&T Inc. Reduce -1.3% 0.34% −0.05
DUK Duke Energy Corp. Reduce -3.1% 0.56% −0.05
PLTR Palantir Technologies Inc. Class A Reduce -33.0% 0.09% −0.05
MA Mastercard Inc. Class A Reduce -2.5% 1.82% −0.05
ITW Illinois Tool Works Reduce -11.3% 0.23% −0.04
TXN Texas Instruments Inc. Reduce -1.1% 0.58% −0.04
WEC WEC Energy Group Inc. Reduce -12.7% 0.15% −0.04
CMCSA Comcast Corp. Class A Reduce -1.1% 0.56% −0.04
APD Air Products & Chemicals Inc. Reduce -2.1% 0.24% −0.03
ALL Allstate Corp. Reduce -9.9% 0.21% −0.03
VLO Valero Energy Corp. Reduce -1.0% 0.51% −0.03
PM Philip Morris International Reduce -0.7% 1.29% −0.03
CVS CVS Health Corp. Reduce -12.3% 0.32% −0.03
ABT Abbott Laboratories Reduce -1.0% 0.32% −0.03
NOC Northrop Grumman Corp. Reduce -1.9% 0.28% −0.03
NVR NVR Inc. Reduce -3.4% 0.17% −0.03
CMG Chipotle Mexican Grill Inc. Reduce -15.7% 0.10% −0.02
LHX L3HARRIS Technologies Inc. Reduce -4.2% 0.28% −0.02
LOW Lowe's Cos Inc. Reduce -2.4% 0.33% −0.02
GPC Genuine Parts Co. Reduce -4.3% 0.12% −0.02
DVY iShares Select Dividend ETF Reduce -5.5% 0.29% −0.02
PFE Pfizer Inc. Reduce -2.5% 0.36% −0.02

Portfolio Buys Q3 2025 → Q4 2025

EFA iShares MSCI Eafe ETF Add +13.5% 1.35% +0.19
CSCO Cisco Systems Inc. Add +1.8% 1.14% +0.14
BMY Bristol-Myers Squibb Co. Add +2.9% 0.75% +0.14
LLY Eli Lilly & Co. Add +0.9% 0.39% +0.12
AMD Advanced Micro Devices Add +2.5% 0.35% +0.09
XOM Exxon Mobil Corp. Add +1.2% 1.10% +0.08
GILD Gilead Sciences Inc. Add +7.8% 0.49% +0.08
SPY SS SPDR S&P 500 ETF Trust-US Add +3.2% 1.52% +0.08
WMT Walmart Inc. Add +5.5% 0.63% +0.08
DAL Delta Air Lines Inc. Add +10.3% 0.29% +0.08
KO The Coca-Cola Co. Add +4.5% 0.76% +0.07
SYF Synchrony Financial Add +13.7% 0.26% +0.06
DIA SS SPDR Dow Jones Indus Avg Add +1.1% 1.50% +0.06
SCHW Schwab (charles) Corp. Add +30.9% 0.23% +0.06
TSLA Tesla Inc. Add +5.8% 0.88% +0.06
V Visa Inc. Class A Add +3.3% 0.91% +0.05
CB Chubb Ltd. Add +4.3% 0.34% +0.04
VWO Vanguard Ftse Emerging Marke Add +11.2% 0.49% +0.04
CRM Salesforce Inc. Add +6.6% 0.27% +0.04
IBM Intl Business Machines Corp. Add +4.4% 0.46% +0.04
ACN Accenture PLC Class A Add +11.1% 0.23% +0.04
NXPI NXP Semiconductors NV Add +28.1% 0.21% +0.04
AVGO Broadcom Inc. Add +1.2% 0.63% +0.03
CBRE CBRE Group Inc. Class A Add +6.5% 0.44% +0.03
QCOM Qualcomm Inc. Add +8.8% 0.21% +0.02
CSX CSX Corp. Add +7.1% 0.23% +0.02
EBAY eBay Inc. Add +8.8% 0.25% +0.01
COP Conocophillips Add +3.2% 0.37% +0.01
NRG NRG Energy Inc. Add +2.9% 0.56% +0.01
EOG EOG Resources Inc. Add +8.7% 0.18% +0.00
CI The Cigna Group Add +5.7% 0.31% +0.00
ADBE Adobe Inc. Add +1.2% 0.23% +0.00
NSC Norfolk Southern Corp. Add +0.5% 0.09% −0.00
UNP Union Pacific Corp. Add +1.0% 0.37% −0.01
PHM Pultegroup Inc. Add +6.7% 0.43% −0.03
ABBV Abbvie Inc. Add +0.1% 1.75% −0.03
UNH Unitedhealth Group Inc. Add +1.1% 0.98% −0.04
BLK BlackRock Inc. Add +2.8% 0.65% −0.04
PGR Progressive Corp. Add +2.2% 1.75% −0.11
ORCL Oracle Corp. Add +2.4% 0.71% −0.29

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