Greenfield Savings Bank

Bank

CIK

1940406

Location

GREENFIELD, MA

Portfolio Value

Small $227,621,722

Diversification

Diversified

Filing Date

Global Rank

#95 / 295 ▲ 4047

Top Industry

Consumer Electronics 8.7%

3Y Alpha vs SPY

-2.4%

Period ended 9 days ago

Filed Jul 7, 2026 · 2d

17 quarters · since Jun 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+66.9%

SPY

+76.5%

Annualised alpha

-2.2%

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

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

Top Position

8.2%

+0.1 pts

Top 5

22.3%

+0.5 pts

Top 10

35.0%

+2.0 pts

HHI

212

Diversified+7

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	29.0%	$66,093,524	23
Financial Services	15.3%	$34,738,137	21
Industrials	9.4%	$21,474,928	20
Healthcare	9.1%	$20,653,688	14
Consumer Cyclical	8.1%	$18,455,804	12
Consumer Defensive	7.5%	$17,155,849	10
Unclassified	6.1%	$13,841,503	3
Communication Services	5.2%	$11,918,399	5
Energy	4.6%	$10,380,989	9
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
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
CAT	Caterpillar Inc	−111	6,348	$6,759,985
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

2 positions

Ticker	Company	Shares	Value
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

130 positions · $227,621,722 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 130 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%	8.21%
MSFT	Microsoft Corp Technology	Reduced	26,238	-136	$9,787,298	+0.3%	4.30%
AMAT	Applied Materials Inc /De Technology	Reduced	10,632	-99	$7,686,936	+109.6%	3.38%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	23,408	-135	$7,662,140	+10.6%	3.37%
NVDA	Nvidia Corp Technology	Reduced	34,769	-1,089	$6,956,929	+11.2%	3.06%
CAT	Caterpillar Inc Industrials	Reduced	6,348	-111	$6,759,985	+47.7%	2.97%
GOOGL	Alphabet Inc. Communication Services	Reduced	16,600	-10	$5,932,342	+24.2%	2.61%
AMZN	Amazon Com Inc Consumer Cyclical	Added	24,442	+12	$5,825,506	+14.5%	2.56%
QQQ	Invesco Qqq Trust, Series 1	Reduced	7,649	-20	$5,632,723	+27.3%	2.47%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,960	-28	$4,639,931	−6.6%	2.04%
ABBV	AbbVie Inc. Healthcare	Reduced	18,174	-43	$4,573,305	+15.4%	2.01%
AXP	American Express Co Financial Services	Reduced	12,756	-59	$4,314,717	+11.3%	1.90%
SPY	Spdr S&P 500 ETF Trust	Added	5,727	+48	$4,276,751	+15.8%	1.88%
CSCO	Cisco Systems, Inc. Technology	Reduced	34,989	-258	$4,109,807	+50.3%	1.81%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	18,361	-391	$4,010,960	+7.9%	1.76%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	7,527	+100	$3,932,029	+14.3%	1.73%
MA	Mastercard Inc Financial Services	Reduced	7,553	-10	$3,879,220	+2.7%	1.70%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	9,869	-285	$3,480,598	+4.2%	1.53%
META	Meta Platforms, Inc. Communication Services	Reduced	6,164	-18	$3,472,119	−1.8%	1.53%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	19,101	-2	$3,455,561	+9.4%	1.52%
NEE	Nextera Energy Inc Utilities	Reduced	35,223	-75	$3,091,522	−5.7%	1.36%
XOM	Exxon Mobil Corp Energy	Reduced	21,766	-46	$2,975,847	−19.6%	1.31%
STLD	Steel Dynamics Inc Basic Materials	Reduced	12,751	-114	$2,925,844	+26.3%	1.29%
INTC	Intel Corp Technology	Added	19,095	+234	$2,666,234	+220.3%	1.17%
UNH	Unitedhealth Group Inc Healthcare	Reduced	6,358	-778	$2,642,575	+36.9%	1.16%
JNJ	Johnson & Johnson Healthcare	Held	10,166	0	$2,581,859	+3.9%	1.13%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	42,135	-191	$2,400,852	+16.4%	1.05%
TXN	Texas Instruments Inc Technology	Reduced	7,883	-10	$2,349,685	+53.3%	1.03%
LMT	Lockheed Martin Corp Industrials	Held	4,545	0	$2,315,495	−15.7%	1.02%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	8,379	-70	$2,264,927	−13.7%	1.00%
KO	Coca Cola Co Consumer Defensive	Reduced	26,483	-94	$2,152,273	+6.5%	0.95%
V	Visa Inc. Financial Services	Reduced	6,228	-72	$2,136,764	+12.2%	0.94%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,569	-75	$2,073,267	+179.7%	0.91%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,639	-12	$1,951,163	+12.8%	0.86%
FTNT	Fortinet, Inc. Technology	Reduced	12,600	-50	$1,935,612	+87.2%	0.85%
VLO	Valero Energy Corp/Tx Energy	Reduced	7,393	-60	$1,925,432	+4.6%	0.85%
RTX	RTX Corp Industrials	Reduced	10,093	-75	$1,914,944	−2.4%	0.84%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	32,823	-579	$1,891,261	−6.6%	0.83%
CVX	Chevron Corp Energy	Added	11,367	+4	$1,884,193	−19.9%	0.83%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	12,486	-395	$1,830,947	−1.6%	0.80%
WMT	Walmart Inc. Consumer Defensive	Added	14,072	+124	$1,593,794	−8.1%	0.70%
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%	0.69%
DUK	Duke Energy CORP Utilities	Reduced	11,152	-80	$1,411,620	−4.0%	0.62%
BLK	BlackRock, Inc. Financial Services	Reduced	1,398	-69	$1,344,260	−4.7%	0.59%
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%	0.54%
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%