Greenfield Savings Bank Top Holdings and 13F Report (2025)

About Greenfield Savings Bank

Investment Activity

Greenfield Savings Bank has $220.43 million in total holdings as of June 30, 2025.
Greenfield Savings Bank owns shares of 145 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
Approximately 3.18% of the portfolio was purchased this quarter.
About 1.43% of the portfolio was sold this quarter.
This quarter, Greenfield Savings Bank has purchased 145 new stocks and bought additional shares in 67 stocks.
Greenfield Savings Bank sold shares of 56 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Apple: $13,610,362
Microsoft: $13,509,656
JPMorgan Chase & Co.: $7,001,906
NVIDIA: $5,844,840
Amazon.com: $5,482,995

Largest New Holdings this Quarter

14040H105 - Capital One Financial: $548,708 Holding
87165B103 - Synchrony Financial: $300,797 Holding
36828A101 - GE VERNOVA INC: $275,687 Holding
33733E104 - First Trust Capital Strength ETF: $201,685 Holding
69608A108 - PALANTIR TECHNOLOGIES INC: $200,799 Holding

Largest Purchases this Quarter

iShares MSCI EAFE ETF: 8,958 shares (about $800.76K)
Capital One Financial: 2,579 shares (about $548.71K)
Synchrony Financial: 4,507 shares (about $300.80K)
GE VERNOVA INC: 521 shares (about $275.69K)
Vanguard FTSE Emerging Markets ETF: 5,461 shares (about $270.10K)

Largest Sales this Quarter

CVS Health: 2,640 shares (about $182.11K)
Advanced Micro Devices: 807 shares (about $114.51K)
Mondelez International: 1,655 shares (about $111.61K)
U.S. Bancorp: 2,290 shares (about $103.62K)
Elevance Health: 262 shares (about $101.91K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$13,610,362	$64,629 ▲	0.5%	66,337	6.2%	Computer and Technology
MSFT Microsoft	$13,509,656	$28,850 ▲	0.2%	27,160	6.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$7,001,906	$29,281 ▲	0.4%	24,152	3.2%	Finance
NVDA NVIDIA	$5,844,840	$136,819 ▲	2.4%	36,995	2.7%	Computer and Technology
AMZN Amazon.com	$5,482,995	$144,797 ▲	2.7%	24,992	2.5%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$5,356,295	$148,042 ▲	2.8%	86,364	2.4%	ETF
COST Costco Wholesale	$5,162,537	$22,769 ▼	-0.4%	5,215	2.3%	Retail/Wholesale
GOOG Alphabet	$4,653,472	$95,081 ▲	2.1%	26,233	2.1%	Computer and Technology
META Meta Platforms	$4,593,134	$238,403 ▲	5.5%	6,223	2.1%	Computer and Technology
PGR Progressive	$4,517,406	$213,488 ▲	5.0%	16,928	2.0%	Finance
MA Mastercard	$4,445,507	$10,677 ▼	-0.2%	7,911	2.0%	Business Services
QQQ Invesco QQQ	$4,395,468	$179,835 ▲	4.3%	7,968	2.0%	Finance
IJR iShares Core S&P Small-Cap ETF	$4,346,791	$155,738 ▲	3.7%	39,773	2.0%	ETF
AXP American Express	$4,183,742	$11,164 ▲	0.3%	13,116	1.9%	Finance
HD Home Depot	$3,999,676	$26,765 ▼	-0.7%	10,909	1.8%	Retail/Wholesale
PM Philip Morris International	$3,509,281	$3,825 ▼	-0.1%	19,268	1.6%	Consumer Staples
ABBV AbbVie	$3,390,164	$34,897 ▲	1.0%	18,264	1.5%	Medical
DIA SPDR Dow Jones Industrial Average ETF Trust	$3,212,338	$269,678 ▲	9.2%	7,290	1.5%	Finance
SPY SPDR S&P 500 ETF Trust	$3,145,474	$206,362 ▲	7.0%	5,091	1.4%	Finance
GOOGL Alphabet	$3,002,783	$2,643 ▲	0.1%	17,039	1.4%	Computer and Technology
CAT Caterpillar	$2,607,607	$27,563 ▲	1.1%	6,717	1.2%	Industrials
VTI Vanguard Total Stock Market ETF	$2,553,620	$6,686 ▲	0.3%	8,402	1.2%	ETF
MCD McDonald's	$2,516,460	$21,913 ▼	-0.9%	8,613	1.1%	Retail/Wholesale
NEE NextEra Energy	$2,456,080	$1,944 ▼	-0.1%	35,380	1.1%	Utilities
EFA iShares MSCI EAFE ETF	$2,432,213	$800,756 ▲	49.1%	27,209	1.1%	Finance
CSCO Cisco Systems	$2,392,916	$51,966 ▲	2.2%	34,490	1.1%	Computer and Technology
LMT Lockheed Martin	$2,175,369	$12,505 ▼	-0.6%	4,697	1.0%	Aerospace
XOM Exxon Mobil	$2,174,003	$120,305 ▲	5.9%	20,167	1.0%	Energy
PG Procter & Gamble	$2,170,894	$35,369 ▼	-1.6%	13,626	1.0%	Consumer Staples
AMAT Applied Materials	$2,103,657	$44,486 ▲	2.2%	11,491	1.0%	Computer and Technology
V Visa	$2,024,140	$82,727 ▲	4.3%	5,701	0.9%	Business Services
ORCL Oracle	$1,993,250	$11,587 ▲	0.6%	9,117	0.9%	Computer and Technology
BAC Bank of America	$1,964,159	$61,469 ▲	3.2%	41,508	0.9%	Finance
UNH UnitedHealth Group	$1,956,988	$100,454 ▲	5.4%	6,273	0.9%	Medical
TXN Texas Instruments	$1,681,930	$1,038 ▲	0.1%	8,101	0.8%	Computer and Technology
MET MetLife	$1,679,813	$31,364 ▼	-1.8%	20,888	0.8%	Finance
CVX Chevron	$1,662,579	$9,737 ▲	0.6%	11,611	0.8%	Energy
STLD Steel Dynamics	$1,657,345	$31,874 ▲	2.0%	12,947	0.8%	Basic Materials
HON Honeywell International	$1,643,667	$2,329 ▼	-0.1%	7,058	0.7%	Multi-Sector Conglomerates
ELV Elevance Health	$1,642,967	$101,908 ▼	-5.8%	4,224	0.7%	Medical
JNJ Johnson & Johnson	$1,609,069	$2,902 ▼	-0.2%	10,534	0.7%	Medical
CMCSA Comcast	$1,592,060	$35,226 ▲	2.3%	44,608	0.7%	Consumer Discretionary
KO CocaCola	$1,580,626	$115,393 ▲	7.9%	22,341	0.7%	Consumer Staples
RTX RTX	$1,554,675	$9,637 ▼	-0.6%	10,647	0.7%	Aerospace
BRK.B Berkshire Hathaway	$1,536,976	$2,915 ▲	0.2%	3,164	0.7%	Finance
PAYX Paychex	$1,525,148	$13,382 ▼	-0.9%	10,485	0.7%	Computer and Technology
FTNT Fortinet	$1,468,557	$31,505 ▼	-2.1%	13,891	0.7%	Computer and Technology
BMY Bristol Myers Squibb	$1,409,716	$84,109 ▲	6.3%	30,454	0.6%	Medical
NRG NRG Energy	$1,389,820	$24,890 ▼	-1.8%	8,655	0.6%	Utilities
DUK Duke Energy	$1,382,724	$13,452 ▼	-1.0%	11,718	0.6%	Utilities
TSLA Tesla	$1,371,021	$93,392 ▼	-6.4%	4,316	0.6%	Auto/Tires/Trucks
BLACKROCK INC	$1,345,139	$152,141 ▲	12.8%	1,282	0.6%	COM
AVGO Broadcom	$1,263,855	$48,790 ▲	4.0%	4,585	0.6%	Computer and Technology
TILT FlexShares Morningstar US Market Factor Tilt Index Fund	$1,232,048		0.0%	5,500	0.6%	ETF
WMT Walmart	$1,196,241	$13,787 ▲	1.2%	12,234	0.5%	Retail/Wholesale
PEP PepsiCo	$1,114,946	$528 ▲	0.0%	8,444	0.5%	Consumer Staples
MDLZ Mondelez International	$1,103,453	$111,613 ▼	-9.2%	16,362	0.5%	Consumer Staples
IBM International Business Machines	$1,051,480	$4,127 ▼	-0.4%	3,567	0.5%	Computer and Technology
ETN Eaton	$1,043,482	$7,854 ▼	-0.7%	2,923	0.5%	Industrials
VLO Valero Energy	$1,022,667	$61,699 ▼	-5.7%	7,608	0.5%	Energy
VZ Verizon Communications	$1,020,134	$3,418 ▲	0.3%	23,576	0.5%	Computer and Technology
CVS CVS Health	$1,006,625	$182,107 ▼	-15.3%	14,593	0.5%	Medical
SHW Sherwin-Williams	$965,528	$7,211 ▲	0.8%	2,812	0.4%	Basic Materials
VWO Vanguard FTSE Emerging Markets ETF	$950,720	$270,101 ▲	39.7%	19,222	0.4%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$948,683	$26,716 ▼	-2.7%	5,220	0.4%	ETF
AMGN Amgen	$902,965	$13,681 ▼	-1.5%	3,234	0.4%	Medical
PFE Pfizer	$879,064	$25,888 ▼	-2.9%	36,265	0.4%	Medical
UNP Union Pacific	$877,295	$23,928 ▼	-2.7%	3,813	0.4%	Transportation
CI Cigna Group	$851,905	$26,446 ▼	-3.0%	2,577	0.4%	Medical
PHM PulteGroup	$843,364	$73,295 ▲	9.5%	7,997	0.4%	Construction
ABT Abbott Laboratories	$834,285		0.0%	6,134	0.4%	Medical
CBRE CBRE Group	$832,313	$67,398 ▲	8.8%	5,940	0.4%	Finance
GILD Gilead Sciences	$825,649	$127,279 ▲	18.2%	7,447	0.4%	Medical
MAR Marriott International	$811,707	$54,096 ▼	-6.2%	2,971	0.4%	Consumer Discretionary
EMR Emerson Electric	$804,780	$6,800 ▼	-0.8%	6,036	0.4%	Industrials
COP ConocoPhillips	$799,583	$27,819 ▲	3.6%	8,910	0.4%	Energy
T AT&T	$766,215	$232,446 ▲	43.5%	26,476	0.3%	Computer and Technology
KMB Kimberly-Clark	$765,527	$22,690 ▼	-2.9%	5,938	0.3%	Consumer Staples
GRMN Garmin	$760,784	$14,610 ▼	-1.9%	3,645	0.3%	Computer and Technology
LOW Lowe's Companies	$759,905	$666 ▲	0.1%	3,425	0.3%	Retail/Wholesale
CB Chubb	$734,730	$23,757 ▲	3.3%	2,536	0.3%	Finance
MO Altria Group	$686,616	$3,518 ▲	0.5%	11,711	0.3%	Consumer Staples
LLY Eli Lilly and Company	$671,175	$3,118 ▲	0.5%	861	0.3%	Medical
APD Air Products and Chemicals	$669,893		0.0%	2,375	0.3%	Basic Materials
MCHP Microchip Technology	$662,956	$42,222 ▼	-6.0%	9,421	0.3%	Computer and Technology
DVY iShares Select Dividend ETF	$657,144	$5,976 ▼	-0.9%	4,948	0.3%	ETF
MRK Merck & Co., Inc.	$656,395	$554 ▼	-0.1%	8,292	0.3%	Medical
PNC The PNC Financial Services Group	$650,047	$1,864 ▼	-0.3%	3,487	0.3%	Finance
AMD Advanced Micro Devices	$646,354	$114,513 ▼	-15.1%	4,555	0.3%	Computer and Technology
NOC Northrop Grumman	$613,975	$9,000 ▼	-1.4%	1,228	0.3%	Aerospace
ADP Automatic Data Processing	$601,997		0.0%	1,952	0.3%	Computer and Technology
LHX L3Harris Technologies	$592,233	$17,810 ▼	-2.9%	2,361	0.3%	Aerospace
OKE ONEOK	$588,144	$3,102 ▼	-0.5%	7,205	0.3%	Energy
OHI Omega Healthcare Investors	$572,546	$57,064 ▲	11.1%	15,622	0.3%	Finance
ITW Illinois Tool Works	$556,560		0.0%	2,251	0.3%	Industrials
ADBE Adobe	$554,399	$38,301 ▲	7.4%	1,433	0.3%	Computer and Technology
COF Capital One Financial	$548,708	$548,708 ▲	New Holding	2,579	0.2%	Finance
IVV iShares Core S&P 500 ETF	$539,562	$10,555 ▲	2.0%	869	0.2%	ETF
MPC Marathon Petroleum	$538,363	$8,306 ▲	1.6%	3,241	0.2%	Energy
CRM Salesforce	$536,381	$91,078 ▲	20.5%	1,967	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Greenfield Savings Bank Top Holdings and 13F Report (2025)

About Greenfield Savings Bank

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Greenfield Savings Bank Top Holdings and 13F Report (2025)

About Greenfield Savings Bank

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGreenfield Savings Bank

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools