Greenfield Savings Bank

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 7, 2026), Greenfield Savings Bank reported 148 stock positions worth $263.7 million. Its top holding was Apple (AAPL) at 7.1% of the portfolio, followed by Microsoft (MSFT, 3.7%) and Alphabet Class C (GOOG, 3.4%). Compared with Q1 2026, it opened 6 new positions, sold out of 2, added to 13 and reduced 79. The biggest buy was Intel (INTC, shares +1%) and the biggest sale an exit from Honeywell International (HON).

Most Recent 13F
Q2 2026
Location
GREENFIELD, MA
CIK
0001940406
Portfolio Value
$263.7M (Q2 2026)
SEC Filing
0001376474-26-000467 ↗ filed Jul 7, 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 Q1 2026 Q2 2026: $263.7M $263.7M Q2 2026

Holdings 148 stocks · $263.7M
AAPL Apple Inc. 7.09% 64,575 $18.7M Reduce -0.6%
MSFT Microsoft Corp. 3.71% 26,238 $9.8M Reduce -0.5%
GOOG Alphabet Inc. Class C 3.36% 25,071 $8.9M Reduce -1.3%
AMAT Applied Materials Inc. 2.92% 10,632 $7.7M Reduce -0.9%
JPM JPMorgan Chase & Co. 2.91% 23,408 $7.7M Reduce -0.6%
NVDA Nvidia Corp. 2.64% 34,769 $7.0M Reduce -3.0%
CAT Caterpillar Inc. 2.56% 6,348 $6.8M Reduce -1.7%
IJH iShares Core S&P Midcap ETF 2.50% 85,619 $6.6M Reduce -0.3%
IJR iShares Core S&P Small-Cap E 2.28% 40,453 $6.0M Reduce -0.4%
GOOGL Alphabet Inc. Class A 2.25% 16,600 $5.9M Reduce -0.1%
AMZN Amazon.com Inc. 2.21% 24,442 $5.8M Add +0.1%
QQQ Invesco QQQ Trust Series 1 2.14% 7,649 $5.6M Reduce -0.3%
COST Costco Wholesale Corp. 1.76% 4,960 $4.6M Reduce -0.6%
ABBV Abbvie Inc. 1.73% 18,174 $4.6M Reduce -0.2%
AXP American Express Co. 1.64% 12,756 $4.3M Reduce -0.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.62% 5,727 $4.3M Add +0.8%
CSCO Cisco Systems Inc. 1.56% 34,989 $4.1M Reduce -0.7%
PGR Progressive Corp. 1.52% 18,361 $4.0M Reduce -2.1%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 1.49% 7,527 $3.9M Add +1.4%
MA Mastercard Inc. Class A 1.47% 7,553 $3.9M Reduce -0.1%
EFA iShares MSCI Eafe ETF 1.43% 36,265 $3.8M Add +1.3%
HD Home Depot Inc. 1.32% 9,869 $3.5M Reduce -2.8%
META Meta Platforms Inc. Class A 1.32% 6,164 $3.5M Reduce -0.3%
PM Philip Morris International 1.31% 19,101 $3.5M Reduce -0.0%
VTI VG Morningstar TS MKT ETF-US 1.20% 8,563 $3.2M Reduce -0.2%
NEE Nextera Energy Inc. 1.17% 35,223 $3.1M Reduce -0.2%
XOM Exxon Mobil Corp. 1.13% 21,766 $3.0M Reduce -0.2%
STLD Steel Dynamics Inc. 1.11% 12,751 $2.9M Reduce -0.9%
INTC Intel Corp. 1.01% 19,095 $2.7M Add +1.2%
UNH Unitedhealth Group Inc. 1.00% 6,358 $2.6M Reduce -10.9%
JNJ Johnson & Johnson 0.98% 10,166 $2.6M No change
BAC Bank of America Corp. 0.91% 42,135 $2.4M Reduce -0.5%
TXN Texas Instruments Inc. 0.89% 7,883 $2.3M Reduce -0.1%
LMT Lockheed Martin Corp. 0.88% 4,545 $2.3M No change
MCD McDonald's Corp. 0.86% 8,379 $2.3M Reduce -0.8%
KO The Coca-Cola Co. 0.82% 26,483 $2.2M Reduce -0.3%
V Visa Inc. Class A 0.81% 6,228 $2.1M Reduce -1.1%
AMD Advanced Micro Devices 0.79% 3,569 $2.1M Reduce -2.1%
TSLA Tesla Inc. 0.74% 4,639 $2.0M Reduce -0.3%
FTNT Fortinet Inc. 0.73% 12,600 $1.9M Reduce -0.4%
VLO Valero Energy Corp. 0.73% 7,393 $1.9M Reduce -0.8%
RTX RTX Corp. 0.73% 10,093 $1.9M Reduce -0.7%
BMY Bristol-Myers Squibb Co. 0.72% 32,823 $1.9M Reduce -1.7%
CVX Chevron Corp. 0.71% 11,367 $1.9M Add +0.0%
PG The Procter & Gamble Co. 0.69% 12,486 $1.8M Reduce -3.1%
WMT Walmart Inc. 0.60% 14,072 $1.6M Add +0.9%
AVGO Broadcom Inc. 0.60% 4,191 $1.6M Reduce -2.2%
BRK.B Berkshire Hathaway Inc. Class B 0.59% 3,129 $1.6M No change
VWO Vanguard Ftse Emerging Marke 0.58% 25,536 $1.5M Add +0.5%
TILT NT Mstar US Ftilt ETF 0.57% 5,460 $1.5M Reduce -0.7%
DUK Duke Energy Corp. 0.54% 11,152 $1.4M Reduce -0.7%
BLK BlackRock Inc. 0.51% 1,398 $1.3M Reduce -4.7%
GILD Gilead Sciences Inc. 0.47% 9,837 $1.2M Reduce -0.4%
ORCL Oracle Corp. 0.47% 8,387 $1.2M Reduce -3.7%
PHM Pultegroup Inc. 0.46% 8,900 $1.2M Reduce -0.9%
NRG NRG Energy Inc. 0.46% 8,219 $1.2M Reduce -0.9%
ETN Eaton Corp. PLC 0.45% 2,766 $1.2M No change
ELV Elevance Health Inc. 0.44% 3,011 $1.2M Reduce -0.9%
MRK Merck & Co. Inc. 0.42% 8,547 $1.1M Add +1.2%
AMGN Amgen Inc. 0.41% 3,017 $1.1M No change
PEP Pepsico Inc. 0.41% 8,068 $1.1M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.40% 3,727 $1.0M No change
CMCSA Comcast Corp. Class A 0.40% 42,437 $1.0M Reduce -6.8%
LLY Eli Lilly & Co. 0.39% 868 $1.0M Reduce -0.6%
UNP Union Pacific Corp. 0.38% 3,710 $1.0M Reduce -1.9%
MAR Marriott International Class A 0.38% 2,706 $1.0M Reduce -1.0%
MET Metlife Inc. 0.38% 11,785 $997K Reduce -4.5%
DAL Delta Air Lines Inc. 0.37% 10,343 $969K Reduce -0.6%
SHW The Sherwin-Williams Co. 0.37% 2,812 $968K No change
COP Conocophillips 0.36% 9,218 $958K Reduce -1.2%
PAYX Paychex Inc. 0.36% 9,595 $943K Reduce -3.0%
CVS CVS Health Corp. 0.33% 8,470 $876K Reduce -8.7%
CBRE CBRE Group Inc. Class A 0.33% 6,495 $875K Add +0.2%
CB Chubb Ltd. 0.33% 2,543 $867K Reduce -2.3%
MDLZ Mondelez International Inc. Class A 0.32% 14,801 $856K Reduce -0.3%
EMR Emerson Electric Co. 0.32% 5,938 $850K Reduce -0.1%
VZ Verizon Communications Inc. 0.32% 20,028 $848K Reduce -0.5%
MCHP Microchip Technology Inc. 0.32% 9,166 $836K No change
GRMN Garmin Ltd. 0.31% 3,476 $826K No change
PNC PNC Financial Services Group 0.31% 3,337 $822K No change
TD Toronto-Dominion Bank 0.30% 6,440 $782K No change
MO Altria Group Inc. 0.29% 10,760 $774K Reduce -1.6%
MPC Marathon Petroleum Corp. 0.29% 3,006 $769K No change
EBAY eBay Inc. 0.29% 6,874 $768K Reduce -0.8%
PFE Pfizer Inc. 0.29% 31,225 $752K Reduce -5.8%
CI The Cigna Group 0.28% 2,692 $742K Reduce -3.4%
DVY iShares Select Dividend ETF 0.28% 4,745 $742K Reduce -2.0%
GE General Electric filed as GE AEROSPACE 0.28% 1,979 $740K No change
CSX CSX Corp. 0.27% 15,109 $718K Reduce -2.9%
HONA Honeywell Aerospace Inc. 0.27% 3,236 $716K Reduce -3.3%
LOW Lowe's Cos Inc. 0.26% 3,162 $697K Reduce -1.9%
NXPI NXP Semiconductors NV 0.26% 2,463 $692K Reduce -1.4%
APD Air Products & Chemicals Inc. 0.26% 2,325 $682K No change
IVV iShares Core S&P 500 ETF 0.24% 852 $638K No change
EME Emcor Group Inc. 0.24% 766 $636K No change
LHX L3HARRIS Technologies Inc. 0.24% 2,175 $632K Reduce -0.9%
OKE Oneok Inc. 0.24% 7,202 $626K No change
T AT&T Inc. 0.24% 30,151 $624K Reduce -3.0%
CMI Cummins Inc. 0.23% 856 $611K No change
SYF Synchrony Financial 0.23% 7,942 $604K Add +0.2%
NOC Northrop Grumman Corp. 0.23% 1,167 $594K Reduce -0.8%
ITW Illinois Tool Works 0.22% 2,189 $592K No change
ALL Allstate Corp. 0.22% 2,442 $581K No change
C Citigroup Inc. 0.22% 4,129 $578K Reduce -0.1%
QCOM Qualcomm Inc. 0.21% 3,057 $565K Add +0.1%
ABT Abbott Laboratories 0.21% 6,024 $547K No change
KMB Kimberly-Clark Corp. 0.21% 4,931 $541K No change
SCHW Schwab (charles) Corp. 0.20% 5,858 $541K Reduce -3.0%
GD General Dynamics Corp. 0.19% 1,445 $512K No change
GEV GE Vernova Inc. 0.19% 432 $508K No change
COF Capital One Financial Corp. 0.19% 2,479 $497K No change
EOG EOG Resources Inc. 0.18% 3,756 $487K No change
RSP Invesco S&P 500 Equal Weight 0.18% 2,260 $481K No change
OHI Omega Healthcare Investors 0.17% 9,652 $460K Reduce -0.9%
ADP Automatic Data Processing 0.17% 1,952 $437K No change
TER Teradyne Inc. 0.17% 903 $437K No change
LRCX Lam Research Corp. 0.16% 969 $420K New
SYK Stryker Corp. 0.15% 1,298 $409K No change
WEC WEC Energy Group Inc. 0.15% 3,427 $400K No change
PSX Phillips 66 0.15% 2,333 $394K No change
NVR NVR Inc. 0.14% 56 $382K Reduce -1.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.14% 1,707 $372K Add +2.3%
IWM iShares Russell 2000 ETF 0.14% 1,228 $369K No change
SHEL Shell PLC-ADR 0.14% 4,654 $361K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.14% 2,381 $361K No change
IYC iShares US Consumer Discreti 0.13% 3,512 $355K No change
USB US Bancorp 0.13% 5,836 $352K No change
GLW Corning Inc. 0.13% 1,350 $345K New
AFL Aflac Inc. 0.12% 2,600 $305K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.11% 3,564 $287K No change
GPC Genuine Parts Co. 0.10% 2,310 $273K No change
ADBE Adobe Inc. 0.10% 1,262 $259K Reduce -6.7%
GS Goldman Sachs Group Inc. 0.10% 249 $252K Reduce -2.0%
WCN Waste Connections Inc. 0.09% 1,500 $250K No change
BNY Bank of New York Mellon Corp. 0.09% 1,703 $246K No change
EXC Exelon Corp. 0.09% 5,150 $240K No change
NSC Norfolk Southern Corp. 0.09% 755 $238K No change
PKG Packaging Corp. of America 0.09% 963 $229K No change
ESGU iShares ESG Aware MSCI USA 0.09% 1,400 $229K New
SO The Southern Co. 0.09% 2,389 $229K No change
TT Trane Technologies PLC 0.09% 465 $228K New
CRM Salesforce Inc. 0.08% 1,419 $222K Reduce -45.6%
TXT Textron Inc. 0.08% 2,401 $220K Reduce -3.0%
CL Colgate-Palmolive Co. 0.08% 2,393 $219K No change
PPL PPL Corp. 0.08% 5,989 $218K No change
VEA Vanguard Ftse Developed ETF 0.08% 2,932 $209K New
FTCS First Trust Capital Strength 0.08% 2,219 $208K No change
PLD Prologis Inc. 0.08% 1,535 $208K New

Portfolio Sells Q1 2026 → Q2 2026
HON Honeywell International Inc. Sold out 0.00% −0.64
MSFT Microsoft Corp. Reduce -0.5% 3.71% −0.45
XOM Exxon Mobil Corp. Reduce -0.2% 1.13% −0.45
COST Costco Wholesale Corp. Reduce -0.6% 1.76% −0.36
MCD McDonald's Corp. Reduce -0.8% 0.86% −0.26
NEE Nextera Energy Inc. Reduce -0.2% 1.17% −0.23
META Meta Platforms Inc. Class A Reduce -0.3% 1.32% −0.19
ACN Accenture PLC Class A Sold out 0.00% −0.18
CMCSA Comcast Corp. Class A Reduce -6.8% 0.40% −0.16
COP Conocophillips Reduce -1.2% 0.36% −0.16
T AT&T Inc. Reduce -3.0% 0.24% −0.15
BMY Bristol-Myers Squibb Co. Reduce -1.7% 0.72% −0.15
MA Mastercard Inc. Class A Reduce -0.1% 1.47% −0.14
CRM Salesforce Inc. Reduce -45.6% 0.08% −0.12
NOC Northrop Grumman Corp. Reduce -0.8% 0.23% −0.12
GILD Gilead Sciences Inc. Reduce -0.4% 0.47% −0.12
PFE Pfizer Inc. Reduce -5.8% 0.29% −0.11
RTX RTX Corp. Reduce -0.7% 0.73% −0.11
VZ Verizon Communications Inc. Reduce -0.5% 0.32% −0.11
HD Home Depot Inc. Reduce -2.8% 1.32% −0.10
PG The Procter & Gamble Co. Reduce -3.1% 0.69% −0.10
BLK BlackRock Inc. Reduce -4.7% 0.51% −0.09
DUK Duke Energy Corp. Reduce -0.7% 0.54% −0.09
LHX L3HARRIS Technologies Inc. Reduce -0.9% 0.24% −0.08
ORCL Oracle Corp. Reduce -3.7% 0.47% −0.08
PGR Progressive Corp. Reduce -2.1% 1.52% −0.06
NRG NRG Energy Inc. Reduce -0.9% 0.46% −0.06
LOW Lowe's Cos Inc. Reduce -1.9% 0.26% −0.06
VLO Valero Energy Corp. Reduce -0.8% 0.73% −0.06
JPM JPMorgan Chase & Co. Reduce -0.6% 2.91% −0.05
KO The Coca-Cola Co. Reduce -0.3% 0.82% −0.05
HONA Honeywell Aerospace Inc. Reduce -3.3% 0.27% −0.04
ADBE Adobe Inc. Reduce -6.7% 0.10% −0.04
MDLZ Mondelez International Inc. Class A Reduce -0.3% 0.32% −0.04
SCHW Schwab (charles) Corp. Reduce -3.0% 0.20% −0.04
PM Philip Morris International Reduce -0.0% 1.31% −0.04
CI The Cigna Group Reduce -3.4% 0.28% −0.04
CB Chubb Ltd. Reduce -2.3% 0.33% −0.03
DVY iShares Select Dividend ETF Reduce -2.0% 0.28% −0.03
PAYX Paychex Inc. Reduce -3.0% 0.36% −0.03
NVDA Nvidia Corp. Reduce -3.0% 2.64% −0.03
AXP American Express Co. Reduce -0.5% 1.64% −0.02
NVR NVR Inc. Reduce -1.8% 0.14% −0.02
MO Altria Group Inc. Reduce -1.6% 0.29% −0.01
EMR Emerson Electric Co. Reduce -0.1% 0.32% −0.01
TXT Textron Inc. Reduce -3.0% 0.08% −0.01
UNP Union Pacific Corp. Reduce -1.9% 0.38% −0.01
OHI Omega Healthcare Investors Reduce -0.9% 0.17% −0.01
V Visa Inc. Class A Reduce -1.1% 0.81% −0.00
MAR Marriott International Class A Reduce -1.0% 0.38% −0.00

Portfolio Buys Q1 2026 → Q2 2026
INTC Intel Corp. Add +1.2% 1.01% +0.66
LRCX Lam Research Corp. New 0.16% +0.16
GLW Corning Inc. New 0.13% +0.13
ESGU iShares ESG Aware MSCI USA New 0.09% +0.09
TT Trane Technologies PLC New 0.09% +0.09
VEA Vanguard Ftse Developed ETF New 0.08% +0.08
PLD Prologis Inc. New 0.08% +0.08
SPY SS SPDR S&P 500 ETF Trust-US Add +0.8% 1.62% +0.05
QCOM Qualcomm Inc. Add +0.1% 0.21% +0.05
AMZN Amazon.com Inc. Add +0.1% 2.21% +0.04
DIA SS SPDR Dow Jones Indus Avg Add +1.4% 1.49% +0.02
VTV Vanguard Mrngstr Val ETF-Aui Add +2.3% 0.14% +0.00
SYF Synchrony Financial Add +0.2% 0.23% −0.00
VWO Vanguard Ftse Emerging Marke Add +0.5% 0.58% −0.01
MRK Merck & Co. Inc. Add +1.2% 0.42% −0.02
CBRE CBRE Group Inc. Class A Add +0.2% 0.33% −0.04
EFA iShares MSCI Eafe ETF Add +1.3% 1.43% −0.05
WMT Walmart Inc. Add +0.9% 0.60% −0.13
CVX Chevron Corp. Add +0.0% 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