Greenfield Savings Bank

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Greenfield Savings Bank reported 143 stock positions worth $234.5 million. Its top holding was Apple (AAPL) at 7.0% of the portfolio, followed by Microsoft (MSFT, 4.2%) and Alphabet Class C (GOOG, 3.1%). Compared with Q4 2025, it opened 4 new positions, sold out of 2, added to 47 and reduced 55. The biggest buy was Costco Wholesale (COST, shares +0%) and the biggest sale Apple (AAPL, shares −0%).

Most Recent 13F
Q2 2026
Location
GREENFIELD, MA
CIK
0001940406
Portfolio Value
$234.5M (Q1 2026)
SEC Filing
0001376474-26-000291 ↗ filed Apr 16, 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 Q4 2025 Q1 2026: $234.5M $234.5M Q1 2026 Q2 2026: $263.7M Q2 2026

Holdings 143 stocks · $234.5M
AAPL Apple Inc. 7.03% 64,934 $16.5M Reduce -0.2%
MSFT Microsoft Corp. 4.16% 26,374 $9.8M Add +0.1%
GOOG Alphabet Inc. Class C 3.11% 25,389 $7.3M Reduce -0.8%
JPM JPMorgan Chase & Co. 2.95% 23,543 $6.9M Add +0.1%
NVDA Nvidia Corp. 2.67% 35,858 $6.3M Add +0.4%
IJH iShares Core S&P Midcap ETF 2.47% 85,874 $5.8M Add +1.8%
AMZN Amazon.com Inc. 2.17% 24,430 $5.1M Reduce -0.4%
IJR iShares Core S&P Small-Cap E 2.15% 40,598 $5.0M Add +2.1%
COST Costco Wholesale Corp. 2.12% 4,988 $5.0M Add +0.1%
GOOGL Alphabet Inc. Class A 2.04% 16,610 $4.8M Reduce -0.1%
CAT Caterpillar Inc. 1.95% 6,459 $4.6M Reduce -1.7%
QQQ Invesco QQQ Trust Series 1 1.89% 7,669 $4.4M Reduce -1.3%
ABBV Abbvie Inc. 1.69% 18,217 $4.0M Reduce -0.2%
AXP American Express Co. 1.65% 12,815 $3.9M Reduce -0.2%
MA Mastercard Inc. Class A 1.61% 7,563 $3.8M Reduce -0.3%
PGR Progressive Corp. 1.59% 18,752 $3.7M Add +2.4%
XOM Exxon Mobil Corp. 1.58% 21,812 $3.7M Reduce -0.1%
SPY SS SPDR S&P 500 ETF Trust-US 1.58% 5,679 $3.7M Add +7.3%
AMAT Applied Materials Inc. 1.56% 10,731 $3.7M Reduce -1.0%
META Meta Platforms Inc. Class A 1.51% 6,182 $3.5M Add +1.1%
EFA iShares MSCI Eafe ETF 1.48% 35,795 $3.5M Add +7.3%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 1.47% 7,427 $3.4M Add +0.2%
HD Home Depot Inc. 1.42% 10,154 $3.3M Reduce -2.8%
NEE Nextera Energy Inc. 1.40% 35,298 $3.3M Reduce -0.6%
PM Philip Morris International 1.35% 19,103 $3.2M Reduce -0.0%
VTI VG Morningstar TS MKT ETF-US 1.17% 8,581 $2.8M Add +1.8%
LMT Lockheed Martin Corp. 1.17% 4,545 $2.7M Add +0.1%
CSCO Cisco Systems Inc. 1.17% 35,247 $2.7M Add +0.5%
MCD McDonald's Corp. 1.12% 8,449 $2.6M Reduce -0.4%
JNJ Johnson & Johnson 1.06% 10,166 $2.5M Reduce -0.9%
CVX Chevron Corp. 1.00% 11,363 $2.4M Add +3.2%
STLD Steel Dynamics Inc. 0.99% 12,865 $2.3M Reduce -0.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.88% 42,326 $2.1M Add +1.0%
BMY Bristol-Myers Squibb Co. 0.86% 33,402 $2.0M Add +0.8%
KO The Coca-Cola Co. 0.86% 26,577 $2.0M Add +2.2%
RTX RTX Corp. 0.84% 10,168 $2.0M Reduce -0.5%
UNH Unitedhealth Group Inc. 0.82% 7,136 $1.9M Add +1.4%
V Visa Inc. Class A 0.81% 6,300 $1.9M Add +2.5%
PG The Procter & Gamble Co. 0.79% 12,881 $1.9M Reduce -0.5%
VLO Valero Energy Corp. 0.79% 7,453 $1.8M Add +0.2%
WMT Walmart Inc. 0.74% 13,948 $1.7M Add +3.6%
TSLA Tesla Inc. 0.74% 4,651 $1.7M Add +0.1%
TXN Texas Instruments Inc. 0.65% 7,893 $1.5M Reduce -1.3%
HON Honeywell International Inc. 0.64% 6,690 $1.5M Reduce -1.2%
BRK.B Berkshire Hathaway Inc. Class B 0.64% 3,129 $1.5M No change
DUK Duke Energy Corp. 0.63% 11,232 $1.5M Reduce -1.1%
BLK BlackRock Inc. 0.60% 1,467 $1.4M Add +2.2%
GILD Gilead Sciences Inc. 0.59% 9,873 $1.4M Add +3.5%
VWO Vanguard Ftse Emerging Marke 0.59% 25,405 $1.4M Add +16.3%
TILT NT Mstar US Ftilt ETF 0.57% 5,500 $1.3M No change
AVGO Broadcom Inc. 0.57% 4,285 $1.3M Reduce -1.2%
CMCSA Comcast Corp. Class A 0.56% 45,535 $1.3M Add +2.6%
ORCL Oracle Corp. 0.55% 8,709 $1.3M Add +0.4%
PEP Pepsico Inc. 0.53% 8,068 $1.3M Reduce -1.1%
COP Conocophillips 0.53% 9,330 $1.2M Add +0.3%
NRG NRG Energy Inc. 0.52% 8,297 $1.2M Reduce -1.6%
AMGN Amgen Inc. 0.45% 3,017 $1.1M No change
PHM Pultegroup Inc. 0.45% 8,985 $1.1M Add +2.0%
FTNT Fortinet Inc. 0.44% 12,650 $1.0M Reduce -1.3%
MRK Merck & Co. Inc. 0.43% 8,442 $1.0M Add +14.9%
VZ Verizon Communications Inc. 0.43% 20,128 $1.0M Reduce -1.3%
ETN Eaton Corp. PLC 0.42% 2,766 $989K Reduce -2.3%
PFE Pfizer Inc. 0.40% 33,131 $930K Reduce -4.4%
UNP Union Pacific Corp. 0.39% 3,780 $917K Reduce -0.5%
PAYX Paychex Inc. 0.39% 9,890 $911K Reduce -3.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.39% 3,727 $903K Add +0.4%
T AT&T Inc. 0.38% 31,101 $902K Reduce -4.4%
SHW The Sherwin-Williams Co. 0.38% 2,812 $901K No change
MAR Marriott International Class A 0.38% 2,734 $894K Reduce -2.1%
ELV Elevance Health Inc. 0.38% 3,040 $890K Reduce -2.8%
CBRE CBRE Group Inc. Class A 0.37% 6,484 $878K Add +0.3%
MET Metlife Inc. 0.37% 12,335 $872K Reduce -4.9%
MDLZ Mondelez International Inc. Class A 0.36% 14,849 $856K Reduce -0.1%
CB Chubb Ltd. 0.36% 2,603 $848K Reduce -0.7%
INTC Intel Corp. 0.35% 18,861 $832K Reduce -1.8%
GRMN Garmin Ltd. 0.34% 3,476 $806K No change
LLY Eli Lilly & Co. 0.34% 873 $803K Add +0.6%
NOC Northrop Grumman Corp. 0.34% 1,176 $802K No change
EMR Emerson Electric Co. 0.33% 5,943 $779K Add +0.5%
LOW Lowe's Cos Inc. 0.32% 3,223 $762K No change
LHX L3HARRIS Technologies Inc. 0.32% 2,194 $757K Reduce -2.2%
CI The Cigna Group 0.32% 2,786 $743K Add +5.1%
AMD Advanced Micro Devices 0.32% 3,644 $741K Reduce -5.7%
MPC Marathon Petroleum Corp. 0.31% 3,006 $734K No change
DVY iShares Select Dividend ETF 0.31% 4,840 $733K No change
MO Altria Group Inc. 0.31% 10,930 $721K No change
PNC PNC Financial Services Group 0.30% 3,337 $694K Add +0.5%
DAL Delta Air Lines Inc. 0.30% 10,410 $692K Add +3.5%
APD Air Products & Chemicals Inc. 0.29% 2,325 $675K No change
CVS CVS Health Corp. 0.28% 9,276 $666K Reduce -4.2%
OKE Oneok Inc. 0.28% 7,202 $651K Add +0.3%
CSX CSX Corp. 0.27% 15,567 $639K Add +1.5%
EBAY eBay Inc. 0.27% 6,929 $631K Add +1.0%
ABT Abbott Laboratories 0.26% 6,024 $618K No change
TD Toronto-Dominion Bank 0.26% 6,440 $601K Reduce -0.1%
MCHP Microchip Technology Inc. 0.25% 9,166 $592K No change
ITW Illinois Tool Works 0.24% 2,189 $570K No change
SCHW Schwab (charles) Corp. 0.24% 6,038 $567K Add +8.6%
EME Emcor Group Inc. 0.24% 766 $566K No change
GE General Electric filed as GE AEROSPACE 0.24% 1,979 $562K No change
IVV iShares Core S&P 500 ETF 0.24% 852 $557K No change
EOG EOG Resources Inc. 0.23% 3,756 $543K Reduce -9.2%
SYF Synchrony Financial 0.23% 7,929 $539K Add +7.1%
ALL Allstate Corp. 0.22% 2,442 $506K No change
GD General Dynamics Corp. 0.21% 1,445 $496K No change
NXPI NXP Semiconductors NV 0.21% 2,497 $492K Add +8.2%
CRM Salesforce Inc. 0.21% 2,608 $487K Add +7.3%
KMB Kimberly-Clark Corp. 0.20% 4,931 $476K Reduce -7.0%
C Citigroup Inc. 0.20% 4,134 $469K Reduce -1.8%
CMI Cummins Inc. 0.20% 856 $461K No change
COF Capital One Financial Corp. 0.19% 2,479 $452K Reduce -0.4%
RSP Invesco S&P 500 Equal Weight 0.18% 2,260 $434K Reduce -52.1%
SHEL Shell PLC-ADR 0.18% 4,654 $433K No change
OHI Omega Healthcare Investors 0.18% 9,742 $427K Reduce -8.8%
SYK Stryker Corp. 0.18% 1,298 $427K No change
PSX Phillips 66 0.18% 2,333 $425K No change
ACN Accenture PLC Class A 0.18% 2,133 $423K Add +4.8%
WEC WEC Energy Group Inc. 0.17% 3,427 $397K Reduce -0.7%
ADP Automatic Data Processing 0.17% 1,952 $397K No change
QCOM Qualcomm Inc. 0.17% 3,054 $393K Add +5.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.16% 2,381 $380K No change
GEV GE Vernova Inc. 0.16% 432 $377K Reduce -7.3%
NVR NVR Inc. 0.16% 57 $376K No change
IYC iShares US Consumer Discreti 0.15% 3,512 $340K No change
ADBE Adobe Inc. 0.14% 1,352 $329K Reduce -11.9%
VTV Vanguard Mrngstr Val ETF-Aui 0.14% 1,668 $327K Reduce -2.3%
IWM iShares Russell 2000 ETF 0.13% 1,228 $305K No change
USB US Bancorp 0.13% 5,836 $304K Reduce -0.1%
AFL Aflac Inc. 0.12% 2,600 $285K No change
TER Teradyne Inc. 0.11% 903 $268K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.11% 891 $256K No change
EXC Exelon Corp. 0.11% 5,150 $252K No change
GPC Genuine Parts Co. 0.10% 2,310 $244K No change
WCN Waste Connections Inc. 0.10% 1,500 $244K No change
SO The Southern Co. 0.10% 2,389 $231K No change
PPL PPL Corp. 0.10% 5,989 $229K Reduce -5.9%
TXT Textron Inc. 0.09% 2,475 $217K Reduce -1.2%
NSC Norfolk Southern Corp. 0.09% 755 $217K No change
GS Goldman Sachs Group Inc. 0.09% 254 $215K No change
FTCS First Trust Capital Strength 0.09% 2,219 $206K No change
PKG Packaging Corp. of America 0.09% 963 $204K New
CL Colgate-Palmolive Co. 0.09% 2,393 $204K New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.09% 1,703 $202K New

Portfolio Sells Q4 2025 → Q1 2026
AAPL Apple Inc. Reduce -0.2% 7.03% −0.41
AXP American Express Co. Reduce -0.2% 1.65% −0.35
GOOG Alphabet Inc. Class C Reduce -0.8% 3.11% −0.27
AMZN Amazon.com Inc. Reduce -0.4% 2.17% −0.21
MA Mastercard Inc. Class A Reduce -0.3% 1.61% −0.21
RSP Invesco S&P 500 Equal Weight Reduce -52.1% 0.18% −0.20
GOOGL Alphabet Inc. Class A Reduce -0.1% 2.04% −0.15
QQQ Invesco QQQ Trust Series 1 Reduce -1.3% 1.89% −0.12
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.10
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.09
PAYX Paychex Inc. Reduce -3.0% 0.39% −0.09
HD Home Depot Inc. Reduce -2.8% 1.42% −0.09
ADBE Adobe Inc. Reduce -11.9% 0.14% −0.09
ELV Elevance Health Inc. Reduce -2.8% 0.38% −0.08
AVGO Broadcom Inc. Reduce -1.2% 0.57% −0.07
ABBV Abbvie Inc. Reduce -0.2% 1.69% −0.07
COF Capital One Financial Corp. Reduce -0.4% 0.19% −0.06
MET Metlife Inc. Reduce -4.9% 0.37% −0.06
NRG NRG Energy Inc. Reduce -1.6% 0.52% −0.05
CVS CVS Health Corp. Reduce -4.2% 0.28% −0.04
AMD Advanced Micro Devices Reduce -5.7% 0.32% −0.03
KMB Kimberly-Clark Corp. Reduce -7.0% 0.20% −0.02
OHI Omega Healthcare Investors Reduce -8.8% 0.18% −0.02
C Citigroup Inc. Reduce -1.8% 0.20% −0.01
USB US Bancorp Reduce -0.1% 0.13% −0.00
TXT Textron Inc. Reduce -1.2% 0.09% +0.00
TD Toronto-Dominion Bank Reduce -0.1% 0.26% +0.00
VTV Vanguard Mrngstr Val ETF-Aui Reduce -2.3% 0.14% +0.00
PPL PPL Corp. Reduce -5.9% 0.10% +0.00
FTNT Fortinet Inc. Reduce -1.3% 0.44% +0.01
PG The Procter & Gamble Co. Reduce -0.5% 0.79% +0.01
WEC WEC Energy Group Inc. Reduce -0.7% 0.17% +0.02
MAR Marriott International Class A Reduce -2.1% 0.38% +0.02
CB Chubb Ltd. Reduce -0.7% 0.36% +0.02
UNP Union Pacific Corp. Reduce -0.5% 0.39% +0.02
MDLZ Mondelez International Inc. Class A Reduce -0.1% 0.36% +0.03
MCD McDonald's Corp. Reduce -0.4% 1.12% +0.03
GEV GE Vernova Inc. Reduce -7.3% 0.16% +0.03
PFE Pfizer Inc. Reduce -4.4% 0.40% +0.03
PEP Pepsico Inc. Reduce -1.1% 0.53% +0.04
ETN Eaton Corp. PLC Reduce -2.3% 0.42% +0.04
T AT&T Inc. Reduce -4.4% 0.38% +0.04
LHX L3HARRIS Technologies Inc. Reduce -2.2% 0.32% +0.05
RTX RTX Corp. Reduce -0.5% 0.84% +0.05
EOG EOG Resources Inc. Reduce -9.2% 0.23% +0.05
INTC Intel Corp. Reduce -1.8% 0.35% +0.06
PM Philip Morris International Reduce -0.0% 1.35% +0.06
DUK Duke Energy Corp. Reduce -1.1% 0.63% +0.07
STLD Steel Dynamics Inc. Reduce -0.2% 0.99% +0.07
TXN Texas Instruments Inc. Reduce -1.3% 0.65% +0.07

Portfolio Buys Q4 2025 → Q1 2026
COST Costco Wholesale Corp. Add +0.1% 2.12% +0.31
CVX Chevron Corp. Add +3.2% 1.00% +0.30
VLO Valero Energy Corp. Add +0.2% 0.79% +0.28
LMT Lockheed Martin Corp. Add +0.1% 1.17% +0.25
COP Conocophillips Add +0.3% 0.53% +0.16
IJR iShares Core S&P Small-Cap E Add +2.1% 2.15% +0.14
EFA iShares MSCI Eafe ETF Add +7.3% 1.48% +0.14
IJH iShares Core S&P Midcap ETF Add +1.8% 2.47% +0.13
TER Teradyne Inc. New 0.11% +0.11
BMY Bristol-Myers Squibb Co. Add +0.8% 0.86% +0.11
WMT Walmart Inc. Add +3.6% 0.74% +0.11
MRK Merck & Co. Inc. Add +14.9% 0.43% +0.11
KO The Coca-Cola Co. Add +2.2% 0.86% +0.10
GILD Gilead Sciences Inc. Add +3.5% 0.59% +0.09
VWO Vanguard Ftse Emerging Marke Add +16.3% 0.59% +0.09
PKG Packaging Corp. of America New 0.09% +0.09
CL Colgate-Palmolive Co. New 0.09% +0.09
BNY Bank of New York Mellon Corp. New 0.09% +0.09
SPY SS SPDR S&P 500 ETF Trust-US Add +7.3% 1.58% +0.06
OKE Oneok Inc. Add +0.3% 0.28% +0.06
CSX CSX Corp. Add +1.5% 0.27% +0.04
CSCO Cisco Systems Inc. Add +0.5% 1.17% +0.03
EBAY eBay Inc. Add +1.0% 0.27% +0.02
PHM Pultegroup Inc. Add +2.0% 0.45% +0.02
CI The Cigna Group Add +5.1% 0.32% +0.01
SCHW Schwab (charles) Corp. Add +8.6% 0.24% +0.01
PNC PNC Financial Services Group Add +0.5% 0.30% +0.00
EMR Emerson Electric Co. Add +0.5% 0.33% +0.00
DAL Delta Air Lines Inc. Add +3.5% 0.30% +0.00
CMCSA Comcast Corp. Class A Add +2.6% 0.56% −0.00
NXPI NXP Semiconductors NV Add +8.2% 0.21% −0.00
VTI VG Morningstar TS MKT ETF-US Add +1.8% 1.17% −0.02
SYF Synchrony Financial Add +7.1% 0.23% −0.03
DIA SS SPDR Dow Jones Indus Avg Add +0.2% 1.47% −0.03
QCOM Qualcomm Inc. Add +5.4% 0.17% −0.04
BLK BlackRock Inc. Add +2.2% 0.60% −0.04
ACN Accenture PLC Class A Add +4.8% 0.18% −0.05
LLY Eli Lilly & Co. Add +0.6% 0.34% −0.05
CBRE CBRE Group Inc. Class A Add +0.3% 0.37% −0.06
CRM Salesforce Inc. Add +7.3% 0.21% −0.06
IBM Intl Business Machines Corp. Add +0.4% 0.39% −0.08
BAC Bank of America Corp. Add +1.0% 0.88% −0.09
V Visa Inc. Class A Add +2.5% 0.81% −0.09
NVDA Nvidia Corp. Add +0.4% 2.67% −0.13
TSLA Tesla Inc. Add +0.1% 0.74% −0.14
UNH Unitedhealth Group Inc. Add +1.4% 0.82% −0.15
ORCL Oracle Corp. Add +0.4% 0.55% −0.16
PGR Progressive Corp. Add +2.4% 1.59% −0.17
META Meta Platforms Inc. Class A Add +1.1% 1.51% −0.19
JPM JPMorgan Chase & Co. Add +0.1% 2.95% −0.23

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