Greenfield Savings Bank

Bank

CIK

1940406

Location

GREENFIELD, MA

Portfolio Value

Small $204,246,858

Diversification

Diversified

Filing Date

Global Rank

#3,811 / 8,232 ▲ 209

Top Industry

Consumer Electronics 8.6%

3Y Alpha vs SPY

-2.8%

Period ended 2 months ago

Filed Apr 16, 2026 · 59d

16 quarters · since Jun 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.5%

SPY

+76.3%

Annualised alpha

-2.8%

Max drawdown

−15.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

128 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.1%

−0.5 pts

Top 5

21.8%

−2.5 pts

Top 10

32.9%

−2.7 pts

HHI

205

Diversified−23

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.3%	$51,646,555	22
Financial Services	15.5%	$31,731,666	21
Industrials	9.8%	$20,079,709	20
Healthcare	9.3%	$18,934,369	14
Consumer Cyclical	8.5%	$17,330,113	12
Consumer Defensive	8.4%	$17,253,543	10
Energy	5.8%	$11,910,518	9
Unclassified	5.7%	$11,559,785	3
Communication Services	5.6%	$11,532,629	5
Utilities	3.5%	$7,070,280	7
Basic Materials	1.9%	$3,892,475	3
Real Estate	0.6%	$1,305,216	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	+1,145	45,535	$1,307,309
MRK	Merck & Co., Inc.	+1,096	8,442	$1,015,488
KO	Coca Cola Co	+579	26,577	$2,021,180
SYF	Synchrony Financial	+527	7,929	$539,330
WMT	Walmart Inc.	+490	13,948	$1,733,457
SCHW	Schwab Charles Corp	+478	6,038	$567,451
BAC	Bank Of America Corp /De/	+436	42,326	$2,063,392
PGR	Progressive Corp/Oh/	+432	18,752	$3,717,396
SPY	Spdr S&P 500 ETF Trust	+388	5,679	$3,693,280
DAL	Delta Air Lines, Inc.	+350	10,410	$692,056
CVX	Chevron Corp	+349	11,363	$2,351,004
GILD	Gilead Sciences, Inc.	+331	9,873	$1,376,000
BMY	Bristol Myers Squibb Co	+248	33,402	$2,025,831
CSX	Csx Corp	+235	15,567	$639,025
NXPI	NXP Semiconductors N.V.	+190	2,497	$491,559
CRM	Salesforce, Inc.	+177	2,608	$486,835
PHM	Pultegroup Inc/Mi/	+177	8,985	$1,056,725
CSCO	Cisco Systems, Inc.	+160	35,247	$2,734,814
QCOM	Qualcomm Inc/De	+156	3,054	$393,294
V	Visa Inc.	+152	6,300	$1,904,112
NVDA	Nvidia Corp	+142	35,858	$6,253,635
CI	Cigna Group	+136	2,786	$743,165
UNH	Unitedhealth Group Inc	+99	7,136	$1,930,930
ACN	Accenture plc	+98	2,133	$422,952
EBAY	Ebay Inc	+70	6,929	$630,677
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	−1,510	33,131	$930,318
T	At&T Inc.	−1,419	31,101	$901,617
OHI	Omega Healthcare Investors Inc	−945	9,742	$426,894
MET	Metlife Inc	−633	12,335	$872,331
CVS	CVS HEALTH Corp	−403	9,276	$666,202
EOG	Eog Resources Inc	−381	3,756	$543,004
PPL	PPL Corp	−375	5,989	$228,779
KMB	Kimberly Clark Corp	−369	4,931	$475,693
INTC	Intel Corp	−354	18,861	$832,335
PAYX	Paychex Inc	−305	9,890	$911,066
HD	Home Depot, Inc.	−295	10,154	$3,339,549
VZ	Verizon Communications Inc	−259	20,128	$1,010,425
AMD	Advanced Micro Devices Inc	−219	3,644	$741,298
NEE	Nextera Energy Inc	−202	35,298	$3,278,478
ADBE	Adobe Inc.	−183	1,352	$328,644
FTNT	Fortinet, Inc.	−167	12,650	$1,033,758
AAPL	Apple Inc.	−155	64,934	$16,479,599
NRG	Nrg Energy, Inc.	−137	8,297	$1,212,523
DUK	Duke Energy CORP	−124	11,232	$1,470,718
CAT	Caterpillar Inc	−109	6,459	$4,575,943
AMAT	Applied Materials Inc /De	−107	10,731	$3,667,748
AMZN	Amazon Com Inc	−105	24,430	$5,088,036
QQQ	Invesco Qqq Trust, Series 1	−102	7,669	$4,426,393
TXN	Texas Instruments Inc	−100	7,893	$1,532,347
JNJ	Johnson & Johnson	−92	10,166	$2,484,977
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
TER	Teradyne, Inc	903	$267,703
PKG	Packaging Corp Of America	963	$204,367
CL	Colgate Palmolive Co	2,393	$203,955
BNY	Bank of New York Mellon Corp	1,703	$202,026
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CMG	Chipotle Mexican Grill Inc	6,151	$227,587
PLTR	Palantir Technologies Inc.	1,267	$225,209
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

128 positions · $204,246,858 total · as of Mar 31, 2026

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

Showing 1–50 of 128 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	64,934	-155	$16,479,599	−6.9%	8.07%
MSFT	Microsoft Corp Technology	Added	26,374	+31	$9,762,863	−23.4%	4.78%
JPM	Jpmorgan Chase & Co Financial Services	Added	23,543	+17	$6,925,408	−8.6%	3.39%
NVDA	Nvidia Corp Technology	Added	35,858	+142	$6,253,635	−6.1%	3.06%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	24,430	-105	$5,088,036	−10.2%	2.49%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,988	+6	$4,970,192	+15.7%	2.43%
GOOGL	Alphabet Inc. Communication Services	Reduced	16,610	-13	$4,776,371	−8.2%	2.34%
CAT	Caterpillar Inc Industrials	Reduced	6,459	-109	$4,575,943	+21.6%	2.24%
QQQ	Invesco Qqq Trust, Series 1	Reduced	7,669	-102	$4,426,393	−7.3%	2.17%
ABBV	AbbVie Inc. Healthcare	Reduced	18,217	-42	$3,962,015	−5.0%	1.94%
AXP	American Express Co Financial Services	Reduced	12,815	-27	$3,876,281	−18.4%	1.90%
MA	Mastercard Inc Financial Services	Reduced	7,563	-25	$3,778,928	−12.8%	1.85%
PGR	Progressive Corp/Oh/ Financial Services	Added	18,752	+432	$3,717,396	−10.9%	1.82%
XOM	Exxon Mobil Corp Energy	Reduced	21,812	-16	$3,700,623	+40.9%	1.81%
SPY	Spdr S&P 500 ETF Trust	Added	5,679	+388	$3,693,280	+2.4%	1.81%
AMAT	Applied Materials Inc /De Technology	Reduced	10,731	-107	$3,667,748	+31.7%	1.80%
META	Meta Platforms, Inc. Communication Services	Added	6,182	+66	$3,536,907	−12.4%	1.73%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	7,427	+13	$3,440,112	−3.4%	1.68%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	10,154	-295	$3,339,549	−7.1%	1.64%
NEE	Nextera Energy Inc Utilities	Reduced	35,298	-202	$3,278,478	+15.0%	1.61%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	19,103	-4	$3,158,490	+3.1%	1.55%
LMT	Lockheed Martin Corp Industrials	Added	4,545	+7	$2,746,952	+25.2%	1.34%
CSCO	Cisco Systems, Inc. Technology	Added	35,247	+160	$2,734,814	+1.2%	1.34%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	8,449	-35	$2,625,864	+1.3%	1.29%
JNJ	Johnson & Johnson Healthcare	Reduced	10,166	-92	$2,484,977	+17.1%	1.22%
CVX	Chevron Corp Energy	Added	11,363	+349	$2,351,004	+40.1%	1.15%
STLD	Steel Dynamics Inc Basic Materials	Reduced	12,865	-20	$2,315,700	+6.1%	1.13%
BAC	Bank Of America Corp /De/ Financial Services	Added	42,326	+436	$2,063,392	−10.4%	1.01%
BMY	Bristol Myers Squibb Co Healthcare	Added	33,402	+248	$2,025,831	+13.3%	0.99%
KO	Coca Cola Co Consumer Defensive	Added	26,577	+579	$2,021,180	+11.2%	0.99%
RTX	RTX Corp Industrials	Reduced	10,168	-55	$1,961,407	+4.6%	0.96%
UNH	Unitedhealth Group Inc Healthcare	Added	7,136	+99	$1,930,930	−16.9%	0.95%
V	Visa Inc. Financial Services	Added	6,300	+152	$1,904,112	−11.7%	0.93%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	12,881	-65	$1,860,531	+0.3%	0.91%
VLO	Valero Energy Corp/Tx Energy	Added	7,453	+18	$1,841,487	+52.1%	0.90%
WMT	Walmart Inc. Consumer Defensive	Added	13,948	+490	$1,733,457	+15.6%	0.85%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,651	+6	$1,729,009	−17.2%	0.85%
TXN	Texas Instruments Inc Technology	Reduced	7,893	-100	$1,532,347	+10.5%	0.75%
HON	Honeywell International Inc Industrials	Reduced	6,690	-79	$1,512,140	+14.5%	0.74%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	3,129	0	$1,499,416	−4.7%	0.73%
DUK	Duke Energy CORP Utilities	Reduced	11,232	-124	$1,470,718	+10.5%	0.72%
BLK	BlackRock, Inc. Financial Services	Added	1,467	+32	$1,410,828	−8.1%	0.69%
GILD	Gilead Sciences, Inc. Healthcare	Added	9,873	+331	$1,376,000	+17.5%	0.67%
AVGO	Broadcom Inc. Technology	Reduced	4,285	-53	$1,326,250	−11.7%	0.65%
CMCSA	Comcast Corp Communication Services	Added	45,535	+1,145	$1,307,309	+5.1%	0.64%
ORCL	Oracle Corp Technology	Added	8,709	+37	$1,281,180	−24.2%	0.63%
PEP	Pepsico Inc Consumer Defensive	Reduced	8,068	-90	$1,252,879	+7.0%	0.61%
COP	Conocophillips Energy	Added	9,330	+25	$1,231,560	+41.4%	0.60%
NRG	Nrg Energy, Inc. Utilities	Reduced	8,297	-137	$1,212,523	−9.7%	0.59%
AMGN	Amgen Inc Healthcare	Held	3,017	0	$1,061,531	+7.5%	0.52%