Greenfield Savings Bank

Bank

CIK

1940406

Location

GREENFIELD, MA

Portfolio Value

Small $224,645,875

Diversification

Diversified

Filing Date

Global Rank

#4,278 / 8,618 ▼ 22

Top Industry

Consumer Electronics 8.9%

3Y Alpha vs SPY

+5.6%

Period ended 51 days ago

Filed Jul 7, 2026 · 44d

17 quarters · since Jun 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+101.6%

SPY

+75.8%

Annualised alpha

+5.6%

Max drawdown

−16.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

129 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.3%

+0.5 pts

Top 5

22.6%

−1.7 pts

Top 10

35.4%

+0.2 pts

HHI

216

Diversified−2

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	29.4%	$66,093,524	23
Financial Services	15.5%	$34,738,137	21
Industrials	9.6%	$21,474,928	20
Healthcare	9.2%	$20,653,688	14
Consumer Cyclical	8.2%	$18,455,804	12
Consumer Defensive	7.6%	$17,155,849	10
Unclassified	6.2%	$13,841,503	3
Communication Services	5.3%	$11,918,399	5
Energy	3.3%	$7,405,142	8
Utilities	3.0%	$6,790,223	7
Basic Materials	2.0%	$4,575,714	3
Real Estate	0.7%	$1,542,964	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	+234	19,095	$2,666,234
WMT	Walmart Inc.	+124	14,072	$1,593,794
MRK	Merck & Co., Inc.	+105	8,547	$1,098,289
DIA	Spdr Dow Jones Industrial Average ETF Trust	+100	7,527	$3,932,029
SPY	Spdr S&P 500 ETF Trust	+48	5,727	$4,276,751
SYF	Synchrony Financial	+13	7,942	$603,989
AMZN	Amazon Com Inc	+12	24,442	$5,825,506
CBRE	Cbre Group, Inc.	+11	6,495	$874,811
CVX	Chevron Corp	+4	11,367	$1,884,193
QCOM	Qualcomm Inc/De	+3	3,057	$564,903
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−25,399	16,600	$5,932,342
CMCSA	Comcast Corp	−3,098	42,437	$1,041,828
PFE	Pfizer Inc	−1,906	31,225	$751,898
CRM	Salesforce, Inc.	−1,189	1,419	$222,300
NVDA	Nvidia Corp	−1,089	34,769	$6,956,929
T	At&T Inc.	−950	30,151	$624,125
CVS	CVS HEALTH Corp	−806	8,470	$876,221
UNH	Unitedhealth Group Inc	−778	6,358	$2,642,575
BMY	Bristol Myers Squibb Co	−579	32,823	$1,891,261
MET	Metlife Inc	−550	11,785	$997,128
CSX	Csx Corp	−458	15,109	$718,130
PG	PROCTER & GAMBLE Co	−395	12,486	$1,830,947
PGR	Progressive Corp/Oh/	−391	18,361	$4,010,960
AAPL	Apple Inc.	−359	64,575	$18,685,422
ORCL	Oracle Corp	−322	8,387	$1,229,114
PAYX	Paychex Inc	−295	9,595	$943,476
HD	Home Depot, Inc.	−285	9,869	$3,480,598
CSCO	Cisco Systems, Inc.	−258	34,989	$4,109,807
BAC	Bank Of America Corp /De/	−191	42,135	$2,400,852
SCHW	Schwab Charles Corp	−180	5,858	$540,517
MO	Altria Group, Inc.	−170	10,760	$774,182
MSFT	Microsoft Corp	−136	26,238	$9,787,298
JPM	Jpmorgan Chase & Co	−135	23,408	$7,662,140
STLD	Steel Dynamics Inc	−114	12,751	$2,925,844
COP	Conocophillips	−112	9,218	$958,303
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
LRCX	Lam Research Corp	969	$419,896
GLW	Corning Inc /Ny	1,350	$344,830
TT	Trane Technologies plc	465	$228,389
PLD	Prologis, Inc.	1,535	$207,946
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	21,812	$3,700,623
HON	Honeywell International Inc	6,690	$1,512,140
ACN	Accenture plc	2,133	$422,952
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

129 tracked positions · $224,645,875 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 129 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	64,575	-359	$18,685,422	+13.4%	8.32%
MSFT	Microsoft Corp Technology	Reduced	26,238	-136	$9,787,298	+0.3%	4.36%
AMAT	Applied Materials Inc /De Technology	Reduced	10,632	-99	$7,686,936	+109.6%	3.42%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	23,408	-135	$7,662,140	+10.6%	3.41%
NVDA	Nvidia Corp Technology	Reduced	34,769	-1,089	$6,956,929	+11.2%	3.10%
CAT	Caterpillar Inc Industrials	Reduced	6,348	-111	$6,759,985	+47.7%	3.01%
GOOGL	Alphabet Inc. Communication Services	Reduced	16,600	-25,399	$5,932,342	−50.8%	2.64%
AMZN	Amazon Com Inc Consumer Cyclical	Added	24,442	+12	$5,825,506	+14.5%	2.59%
QQQ	Invesco Qqq Trust, Series 1	Reduced	7,649	-20	$5,632,723	+27.3%	2.51%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,960	-28	$4,639,931	−6.6%	2.07%
ABBV	AbbVie Inc. Healthcare	Reduced	18,174	-43	$4,573,305	+15.4%	2.04%
AXP	American Express Co Financial Services	Reduced	12,756	-59	$4,314,717	+11.3%	1.92%
SPY	Spdr S&P 500 ETF Trust	Added	5,727	+48	$4,276,751	+15.8%	1.90%
CSCO	Cisco Systems, Inc. Technology	Reduced	34,989	-258	$4,109,807	+50.3%	1.83%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	18,361	-391	$4,010,960	+7.9%	1.79%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	7,527	+100	$3,932,029	+14.3%	1.75%
MA	Mastercard Inc Financial Services	Reduced	7,553	-10	$3,879,220	+2.7%	1.73%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	9,869	-285	$3,480,598	+4.2%	1.55%
META	Meta Platforms, Inc. Communication Services	Reduced	6,164	-18	$3,472,119	−1.8%	1.55%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	19,101	-2	$3,455,561	+9.4%	1.54%
NEE	Nextera Energy Inc Utilities	Reduced	35,223	-75	$3,091,522	−5.7%	1.38%
STLD	Steel Dynamics Inc Basic Materials	Reduced	12,751	-114	$2,925,844	+26.3%	1.30%
INTC	Intel Corp Technology	Added	19,095	+234	$2,666,234	+220.3%	1.19%
UNH	Unitedhealth Group Inc Healthcare	Reduced	6,358	-778	$2,642,575	+36.9%	1.18%
JNJ	Johnson & Johnson Healthcare	Held	10,166	0	$2,581,859	+3.9%	1.15%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	42,135	-191	$2,400,852	+16.4%	1.07%
TXN	Texas Instruments Inc Technology	Reduced	7,883	-10	$2,349,685	+53.3%	1.05%
LMT	Lockheed Martin Corp Industrials	Held	4,545	0	$2,315,495	−15.7%	1.03%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	8,379	-70	$2,264,927	−13.7%	1.01%
KO	Coca Cola Co Consumer Defensive	Reduced	26,483	-94	$2,152,273	+6.5%	0.96%
V	Visa Inc. Financial Services	Reduced	6,228	-72	$2,136,764	+12.2%	0.95%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,569	-75	$2,073,267	+179.7%	0.92%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,639	-12	$1,951,163	+12.8%	0.87%
FTNT	Fortinet, Inc. Technology	Reduced	12,600	-50	$1,935,612	+87.2%	0.86%
VLO	Valero Energy Corp/Tx Energy	Reduced	7,393	-60	$1,925,432	+4.6%	0.86%
RTX	RTX Corp Industrials	Reduced	10,093	-75	$1,914,944	−2.4%	0.85%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	32,823	-579	$1,891,261	−6.6%	0.84%
CVX	Chevron Corp Energy	Added	11,367	+4	$1,884,193	−19.9%	0.84%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	12,486	-395	$1,830,947	−1.6%	0.82%
WMT	Walmart Inc. Consumer Defensive	Added	14,072	+124	$1,593,794	−8.1%	0.71%
AVGO	Broadcom Inc. Technology	Reduced	4,191	-94	$1,583,150	+19.4%	0.70%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	3,129	0	$1,565,720	+4.4%	0.70%
DUK	Duke Energy CORP Utilities	Reduced	11,152	-80	$1,411,620	−4.0%	0.63%
BLK	BlackRock, Inc. Financial Services	Reduced	1,398	-69	$1,344,260	−4.7%	0.60%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	9,837	-36	$1,242,806	−9.7%	0.55%
ORCL	Oracle Corp Technology	Reduced	8,387	-322	$1,229,114	−4.1%	0.55%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Reduced	8,900	-85	$1,221,169	+15.6%	0.54%
NRG	Nrg Energy, Inc. Utilities	Reduced	8,219	-78	$1,200,467	−1.0%	0.53%
ETN	Eaton Corp plc Industrials	Held	2,766	0	$1,178,647	+19.1%	0.52%
ELV	Elevance Health, Inc. Healthcare	Reduced	3,011	-29	$1,164,444	+30.8%	0.52%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.