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

About Greenfield Savings Bank

Investment Activity

  • Greenfield Savings Bank has $203.86 million in total holdings as of March 31, 2025.
  • Greenfield Savings Bank owns shares of 145 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
  • Approximately 1.20% of the portfolio was purchased this quarter.
  • About 1.56% of the portfolio was sold this quarter.
  • This quarter, Greenfield Savings Bank has purchased 146 new stocks and bought additional shares in 45 stocks.
  • Greenfield Savings Bank sold shares of 66 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Apple
$14,665,467
Microsoft
$10,173,820
Costco Wholesale
$4,953,996

Largest New Holdings this Quarter

055622104 - BP
$214,938 Holding
247361702 - Delta Air Lines
$206,446 Holding

Largest Purchases this Quarter

BP
6,361 shares (about $214.94K)
Delta Air Lines
4,735 shares (about $206.45K)
Berkshire Hathaway
331 shares (about $176.28K)
Broadcom
1,005 shares (about $168.27K)
iShares MSCI EAFE ETF
1,475 shares (about $120.55K)

Largest Sales this Quarter

iShares Core S&P Small-Cap ETF
2,679 shares (about $280.14K)
Apple
1,123 shares (about $249.45K)
Elevance Health
457 shares (about $198.78K)
CVS Health
2,624 shares (about $177.78K)
Fortinet
896 shares (about $86.25K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGreenfield Savings Bank

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$14,665,467$249,452 -1.7%66,0227.2%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$10,173,820$4,505 0.0%27,1025.0%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,899,710$71,873 -1.2%24,0512.9%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$4,953,996$78,500 -1.6%5,2382.4%Retail/Wholesale
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$4,900,058$13,479 -0.3%83,9772.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,629,406$116,820 2.6%24,3322.3%Retail/Wholesale
The Progressive Co. stock logo
PGR
Progressive
$4,564,385$48,678 -1.1%16,1282.2%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$4,346,592$59,745 -1.4%7,9302.1%Business Services
The Home Depot, Inc. stock logo
HD
Home Depot
$4,024,793$28,586 -0.7%10,9822.0%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$4,014,642$35,777 0.9%25,6972.0%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$4,010,050$280,143 -6.5%38,3482.0%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,915,661$14,198 -0.4%36,1291.9%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$3,787,284$21,162 0.6%18,0761.9%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,583,487$72,683 2.1%7,6421.8%Finance
American Express stock logo
AXP
American Express
$3,519,443$9,955 -0.3%13,0811.7%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,400,5240.0%5,9001.7%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$3,116,836$33,520 1.1%5,9511.5%Medical
Philip Morris International Inc. stock logo
PM
Philip Morris International
$3,061,743$11,905 -0.4%19,2891.5%Consumer Staples
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$2,803,959$82,296 3.0%6,6781.4%Finance
McDonald's Co. stock logo
MCD
McDonald's
$2,713,871$9,371 -0.3%8,6881.3%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,661,018$45,311 1.7%4,7571.3%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,632,591$39,279 1.5%17,0241.3%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$2,510,073$19,920 0.8%35,4081.2%Utilities
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,359,976$14,827 -0.6%13,8481.2%Consumer Staples
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,303,159$68,710 3.1%8,3801.1%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,265,735$55,421 2.5%19,0511.1%Energy
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,191,851$51,779 2.4%6,6461.1%Industrials
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$2,110,258$22,782 -1.1%4,7241.0%Aerospace
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,082,157$27,091 1.3%33,7411.0%Computer and Technology
Elevance Health, Inc. stock logo
ELV
Elevance Health
$1,951,231$198,777 -9.2%4,4861.0%Medical
Chevron Co. stock logo
CVX
Chevron
$1,931,028$71,433 -3.6%11,5430.9%Energy
Visa Inc. stock logo
V
Visa
$1,916,315$43,457 2.3%5,4680.9%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,750,109$12,936 -0.7%10,5530.9%Medical
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$1,746,571$53,122 3.1%28,6370.9%Medical
MetLife, Inc. stock logo
MET
MetLife
$1,708,411$19,350 1.1%21,2780.8%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,681,888$176,284 11.7%3,1580.8%Finance
Bank of America Co. stock logo
BAC
Bank of America
$1,677,922$10,933 0.7%40,2090.8%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,632,310$14,367 0.9%11,2480.8%Computer and Technology
Paychex, Inc. stock logo
PAYX
Paychex
$1,631,820$42,581 -2.5%10,5770.8%Business Services
Comcast Co. stock logo
CMCSA
Comcast
$1,609,615$42,103 2.7%43,6210.8%Consumer Discretionary
Steel Dynamics, Inc. stock logo
STLD
Steel Dynamics
$1,588,266$24,641 -1.5%12,6980.8%Basic Materials
Honeywell International Inc. stock logo
HON
Honeywell International
$1,496,649$9,317 0.6%7,0680.7%Multi-Sector Conglomerates
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,491,654$120,552 8.8%18,2510.7%Finance
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,483,250$69,328 4.9%20,7100.7%Consumer Staples
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,454,8510.0%8,0960.7%Computer and Technology
Duke Energy Co. stock logo
DUK
Duke Energy
$1,443,149$24,516 -1.7%11,8320.7%Utilities
RTX Co. stock logo
RTX
RTX
$1,419,0440.0%10,7130.7%Aerospace
Fortinet, Inc. stock logo
FTNT
Fortinet
$1,365,833$86,249 -5.9%14,1890.7%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$1,267,238$23,908 1.9%9,0640.6%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,265,494$17,693 -1.4%8,4400.6%Consumer Staples
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$1,222,453$31,889 -2.5%18,0170.6%Consumer Staples
Tesla, Inc. stock logo
TSLA
Tesla
$1,194,728$65,049 -5.2%4,6100.6%Auto/Tires/Trucks
CVS Health Co. stock logo
CVS
CVS Health
$1,167,536$177,776 -13.2%17,2330.6%Medical
FlexShares Morningstar US Market Factor Tilt Index Fund stock logo
TILT
FlexShares Morningstar US Market Factor Tilt Index Fund
$1,131,5490.0%5,5000.6%ETF
BLACKROCK INC
$1,076,148$117,364 12.2%1,1370.5%COM
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,065,824$27,261 -2.5%23,4970.5%Computer and Technology
Valero Energy Co. stock logo
VLO
Valero Energy
$1,065,409$62,073 -5.5%8,0670.5%Energy
Walmart Inc. stock logo
WMT
Walmart
$1,061,6440.0%12,0930.5%Retail/Wholesale
Amgen Inc. stock logo
AMGN
Amgen
$1,022,819$4,985 -0.5%3,2830.5%Medical
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$974,5890.0%2,7910.5%Basic Materials
Pfizer Inc. stock logo
PFE
Pfizer
$946,018$36,768 4.0%37,3330.5%Medical
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$929,725$3,811 -0.4%5,3670.5%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$925,3520.0%3,9170.5%Transportation
ConocoPhillips stock logo
COP
ConocoPhillips
$903,172$13,758 -1.5%8,6000.4%Energy
International Business Machines Co. stock logo
IBM
International Business Machines
$890,451$995 -0.1%3,5810.4%Computer and Technology
The Cigna Group stock logo
CI
The Cigna Group
$874,153$25,991 3.1%2,6570.4%Medical
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$869,533$19,342 -2.2%6,1140.4%Consumer Staples
NRG Energy, Inc. stock logo
NRG
NRG Energy
$841,003$7,923 1.0%8,8100.4%Utilities
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$813,675$6,632 -0.8%6,1340.4%Medical
Garmin Ltd. stock logo
GRMN
Garmin
$806,6380.0%3,7150.4%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$800,539$272 0.0%2,9450.4%Industrials
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$798,113$23,556 -2.9%3,4220.4%Retail/Wholesale
Marriott International, Inc. stock logo
MAR
Marriott International
$754,856$16,674 -2.2%3,1690.4%Consumer Discretionary
PulteGroup, Inc. stock logo
PHM
PulteGroup
$750,646$25,700 3.5%7,3020.4%Construction
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$744,9180.0%8,2990.4%Medical
Chubb Limited stock logo
CB
Chubb
$741,083$42,279 -5.4%2,4540.4%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$738,031$168,267 29.5%4,4080.4%Computer and Technology
ONEOK, Inc. stock logo
OKE
ONEOK
$718,650$5,060 -0.7%7,2430.4%Energy
CBRE Group, Inc. stock logo
CBRE
CBRE Group
$713,928$41,980 6.2%5,4590.4%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$707,805$9,911 1.4%8570.3%Medical
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$705,803$17,816 2.6%6,2990.3%Medical
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$700,4350.0%2,3750.3%Basic Materials
Altria Group, Inc. stock logo
MO
Altria Group
$699,293$1,500 -0.2%11,6510.3%Consumer Staples
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$670,5100.0%4,9930.3%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$667,379$329 0.0%6,0870.3%Industrials
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$637,964$9,728 -1.5%1,2460.3%Aerospace
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$622,823$37,792 6.5%13,7610.3%ETF
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$614,668$58,531 -8.7%3,4970.3%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$596,3950.0%1,9520.3%Business Services
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$558,2710.0%2,2510.3%Industrials
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$550,892$19,007 3.6%5,3620.3%Computer and Technology
The Allstate Co. stock logo
ALL
Allstate
$549,357$55,081 -9.1%2,6530.3%Finance
Omega Healthcare Investors, Inc. stock logo
OHI
Omega Healthcare Investors
$535,595$46,762 9.6%14,0650.3%Finance
Intel Co. stock logo
INTC
Intel
$534,798$5,655 -1.0%23,5490.3%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$521,596$2,064 -0.4%18,4440.3%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$511,629$9,972 2.0%1,3340.3%Computer and Technology
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$509,042$30,141 -5.6%2,4320.2%Aerospace
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$485,117$3,389 -0.7%10,0210.2%Computer and Technology
Stryker Co. stock logo
SYK
Stryker
$483,181$11,168 -2.3%1,2980.2%Medical
U.S. Bancorp stock logo
USB
U.S. Bancorp
$481,941$73,885 -13.3%11,4150.2%Finance

Showing largest 100 holdings. View all holdings.
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