Greenfield Savings Bank

Name: Greenfield Savings Bank 13F holdings, Q4 2025
Creator: Greenfield Savings Bank
Published: 2026-02-02

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

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

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%
SCHW Schwab (charles) Corp.	0.23%	5,560	$556K	Add +30.9%
ACN Accenture PLC Class A	0.23%	2,035	$546K	Add +11.1%
ITW Illinois Tool Works	0.23%	2,189	$539K	Reduce -11.3%
ADBE Adobe Inc.	0.23%	1,535	$537K	Add +1.2%
KMB Kimberly-Clark Corp.	0.22%	5,300	$535K	Reduce -2.5%
OKE Oneok Inc.	0.22%	7,177	$528K	Reduce -1.4%
ALL Allstate Corp.	0.21%	2,442	$508K	Reduce -9.9%
ADP Automatic Data Processing	0.21%	1,952	$502K	No change
NXPI NXP Semiconductors NV	0.21%	2,307	$501K	Add +28.1%
QCOM Qualcomm Inc.	0.21%	2,898	$496K	Add +8.8%
C Citigroup Inc.	0.21%	4,208	$491K	Reduce -4.0%
MPC Marathon Petroleum Corp.	0.21%	3,006	$489K	Reduce -5.7%
GD General Dynamics Corp.	0.20%	1,445	$486K	No change
OHI Omega Healthcare Investors	0.20%	10,687	$474K	Reduce -8.3%
EME Emcor Group Inc.	0.20%	766	$469K	No change
SYK Stryker Corp.	0.19%	1,298	$456K	No change
CMI Cummins Inc.	0.18%	856	$437K	No change
EOG EOG Resources Inc.	0.18%	4,137	$434K	Add +8.7%
NVR NVR Inc.	0.17%	57	$416K	Reduce -3.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.15%	2,381	$366K	No change
WEC WEC Energy Group Inc.	0.15%	3,452	$364K	Reduce -12.7%
IYC iShares US Consumer Discreti	0.15%	3,512	$362K	No change
SHEL Shell PLC-ADR	0.14%	4,654	$342K	Reduce -4.6%
VTV Vanguard Mrngstr Val ETF-Aui	0.14%	1,708	$326K	Reduce -14.0%
USB US Bancorp	0.13%	5,843	$312K	Reduce -10.7%
GEV GE Vernova Inc.	0.13%	466	$305K	Reduce -11.4%
IWM iShares Russell 2000 ETF	0.13%	1,228	$302K	No change
PSX Phillips 66	0.13%	2,333	$301K	Reduce -3.1%
AFL Aflac Inc.	0.12%	2,600	$287K	No change
GPC Genuine Parts Co.	0.12%	2,310	$284K	Reduce -4.3%
WCN Waste Connections Inc.	0.11%	1,500	$263K	No change
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.11%	891	$259K	No change
CMG Chipotle Mexican Grill Inc.	0.10%	6,151	$228K	Reduce -15.7%
PLTR Palantir Technologies Inc. Class A	0.09%	1,267	$225K	Reduce -33.0%
EXC Exelon Corp.	0.09%	5,150	$224K	Reduce -8.0%
GS Goldman Sachs Group Inc.	0.09%	254	$223K	Reduce -8.6%
PPL PPL Corp.	0.09%	6,364	$223K	Reduce -0.2%
TXT Textron Inc.	0.09%	2,505	$218K	Reduce -6.0%
NSC Norfolk Southern Corp.	0.09%	755	$218K	Add +0.5%
SO The Southern Co.	0.09%	2,389	$208K	No change
FTCS First Trust Capital Strength	0.09%	2,219	$205K	No change

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

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