Greenfield Savings Bank

CIK

1940406

Location

GREENFIELD, MA

Portfolio Value

Small $263,737,406

Diversification

Diversified

Filing Date

Global Rank

#5,582 / 8,816 ▼ 61 · as of Jun 2026

Top Industry

Consumer Electronics 9.5%

Period ended 24 days ago

Filed Oct 7, 2026 · 17d

18 quarters · since Jun 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 38.9%, 42.0 effective positions, active share 47.1% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

5.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 15.5 quarters (12+)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 47.1%; sector active share 9.4% against the combined 13F book's sector weights.

Over time 17 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

147 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

8.1%

+1.0 pts

Top 5

28.3%

+1.9 pts

Top 10

39.6%

+0.7 pts

HHI

254

Diversified+16

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.6%	$70,280,255	23
Unclassified	14.7%	$38,697,394	19
Financial Services	13.0%	$34,395,702	22
Healthcare	8.1%	$21,314,466	14
Communication Services	8.0%	$21,081,458	6
Industrials	7.4%	$19,602,273	21
Consumer Defensive	6.6%	$17,409,822	10
Consumer Cyclical	6.4%	$16,764,780	12
Energy	5.0%	$13,157,580	9
Utilities	2.0%	$5,221,411	5
Basic Materials	1.7%	$4,379,673	3
Real Estate	0.5%	$1,432,592	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PG	PROCTER & GAMBLE Co	+3,591	16,077	$2,335,666
EFA	iShares MSCI EAFE ETF	+1,093	37,358	$3,881,122
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+853	26,389	$1,565,131
DAL	Delta Air Lines, Inc.	+483	10,826	$903,537
MRK	Merck & Co., Inc.	+398	8,945	$1,299,797
NRG	Nrg Energy, Inc.	+388	8,607	$823,259
ESGU	iShares ESG Aware MSCI USA ETF	+320	1,720	$286,896
CSCO	Cisco Systems, Inc.	+318	35,307	$3,800,092
LRCX	Lam Research Corp	+317	1,286	$422,463
GILD	Gilead Sciences, Inc.	+301	10,138	$1,511,068
SYF	Synchrony Financial	+261	8,203	$582,166
CI	Cigna Group	+259	2,951	$802,170
WMT	Walmart Inc.	+259	14,331	$1,489,277
INTC	Intel Corp	+245	19,340	$2,325,248
PLD	Prologis, Inc.	+208	1,743	$226,311
EBAY	Ebay Inc	+193	7,067	$749,455
QCOM	Qualcomm Inc	+182	3,239	$596,105
CVX	Chevron Corp	+164	11,531	$2,354,745
AVGO	Broadcom Inc.	+163	4,354	$1,529,081
BAC	Bank Of America Corp	+144	42,279	$2,301,245
IVV	iShares Core S&P 500 ETF	+142	994	$761,254
AMD	Advanced Micro Devices Inc	+129	3,698	$2,262,288
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+129	8,692	$3,252,894
PHM	Pultegroup Inc	+119	9,019	$1,046,745
MSFT	Microsoft Corp	+117	26,355	$13,517,479
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	−3,650	38,787	$844,005
T	At&T Inc.	−989	29,162	$711,552
NEE	Nextera Energy Inc	−865	34,358	$2,602,274
VZ	Verizon Communications Inc	−722	19,306	$885,566
KO	Coca Cola Co	−694	25,789	$2,219,917
CSX	Csx Corp	−668	14,441	$671,650
AAPL	Apple Inc.	−596	63,979	$21,306,286
NVDA	Nvidia Corp	−516	34,253	$7,822,700
MET	Metlife Inc	−502	11,283	$1,062,407
CBRE	Cbre Group, Inc.	−487	6,008	$771,847
BMY	Bristol Myers Squibb Co	−467	32,356	$2,019,014
EOG	Eog Resources Inc	−446	3,310	$455,985
MDLZ	Mondelez International, Inc.	−372	14,429	$834,284
SCHW	Schwab Charles Corp	−327	5,531	$540,599
QQQ	Invesco Qqq Trust, Series 1	−315	7,334	$5,425,473
CVS	CVS HEALTH Corp	−314	8,156	$698,887
DVY	iShares Select Dividend ETF	−300	4,445	$675,951
ORCL	Oracle Corp	−274	8,113	$1,113,914
OHI	Omega Healthcare Investors Inc	−271	9,381	$434,434
PFE	Pfizer Inc	−260	30,965	$883,121
AMZN	Amazon Com Inc	−255	24,187	$6,026,191
XOM	ExxonMobil Holdings Corp	−239	21,527	$3,503,519
PAYX	Paychex Inc	−238	9,357	$921,664
IJH	iShares Core S&P Mid-Cap ETF	−213	85,406	$6,144,961
HD	Home Depot, Inc.	−207	9,662	$2,748,742
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	3,119	$657,921
MU	Micron Technology Inc	315	$335,509
TRV	Travelers Companies, Inc.	579	$206,419
DE	Deere & Co	303	$203,479
—		2,330	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	3,236	$715,414
SO	Southern Co	2,389	$228,651
CRM	Salesforce, Inc.	1,419	$222,300
TXT	Textron Inc	2,401	$220,243
PPL	PPL Corp	5,989	$217,700
VEA	Vanguard FTSE Developed Markets ETF	2,932	$208,905
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

147 tracked positions · $263,737,406 total · filing declares 147 positions · $264,394,433 · as of Sep 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 147 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	63,979	-596	$21,306,286	+14.0%	8.08%
MSFT	Microsoft Corp Technology	Added	26,355	+117	$13,517,479	+38.1%	5.13%
GOOG	Alphabet Inc. Communication Services	Reduced	24,973	-98	$8,509,300	−3.9%	3.23%
NVDA	Nvidia Corp Technology	Reduced	34,253	-516	$7,822,700	+12.4%	2.97%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	23,305	-103	$7,709,993	+0.6%	2.92%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	85,406	-213	$6,144,961	−6.9%	2.33%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	24,187	-255	$6,026,191	+3.4%	2.28%
GOOGL	Alphabet Inc. Communication Services	Reduced	16,440	-160	$5,656,675	−4.6%	2.14%
IJR	iShares Core S&P Small-Cap ETF	Reduced	40,366	-87	$5,491,390	−8.5%	2.08%
AMAT	Applied Materials Inc Technology	Reduced	10,624	-8	$5,432,901	−29.3%	2.06%
QQQ	Invesco Qqq Trust, Series 1	Reduced	7,334	-315	$5,425,473	−3.7%	2.06%
CAT	Caterpillar Inc Industrials	Added	6,378	+30	$5,171,218	−23.5%	1.96%
ABBV	AbbVie Inc. Healthcare	Reduced	17,997	-177	$4,707,835	+2.9%	1.79%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	4,948	-12	$4,504,362	−2.9%	1.71%
META	Meta Platforms, Inc. Communication Services	Added	6,170	+6	$4,474,360	+28.9%	1.70%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,710	-17	$4,354,617	+1.8%	1.65%
MA	Mastercard Inc Financial Services	Reduced	7,528	-25	$4,151,466	+7.0%	1.57%
EFA	iShares MSCI EAFE ETF	Added	37,358	+1,093	$3,881,122	+3.0%	1.47%
AXP	American Express Co Financial Services	Reduced	12,641	-115	$3,844,128	−10.9%	1.46%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	7,498	-29	$3,813,107	−3.0%	1.45%
PGR	Progressive Corp Financial Services	Reduced	18,333	-28	$3,800,614	−5.2%	1.44%
CSCO	Cisco Systems, Inc. Technology	Added	35,307	+318	$3,800,092	−7.5%	1.44%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	18,937	-164	$3,613,558	+4.6%	1.37%
XOM	ExxonMobil Holdings Corp Energy	Reduced	21,527	-239	$3,503,519	+17.7%	1.33%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	8,692	+129	$3,252,894	+2.7%	1.23%
VLO	Valero Energy Corp Energy	Reduced	7,356	-37	$2,851,259	+48.1%	1.08%
STLD	Steel Dynamics Inc Basic Materials	Reduced	12,742	-9	$2,823,754	−3.5%	1.07%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	9,662	-207	$2,748,742	−21.0%	1.04%
JNJ	Johnson & Johnson Healthcare	Reduced	10,131	-35	$2,682,080	+3.9%	1.02%
NEE	Nextera Energy Inc Utilities	Reduced	34,358	-865	$2,602,274	−15.8%	0.99%
CVX	Chevron Corp Energy	Added	11,531	+164	$2,354,745	+25.0%	0.89%
UNH	Unitedhealth Group Inc Healthcare	Added	6,377	+19	$2,340,869	−11.4%	0.89%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	16,077	+3,591	$2,335,666	+27.6%	0.89%
INTC	Intel Corp Technology	Added	19,340	+245	$2,325,248	−12.8%	0.88%
BAC	Bank Of America Corp Financial Services	Added	42,279	+144	$2,301,245	−4.1%	0.87%
LMT	Lockheed Martin Corp Industrials	Reduced	4,451	-94	$2,266,671	−2.1%	0.86%
AMD	Advanced Micro Devices Inc Technology	Added	3,698	+129	$2,262,288	+9.1%	0.86%
FTNT	Fortinet, Inc. Technology	Held	12,600	0	$2,252,376	+16.4%	0.85%
V	Visa Inc. Financial Services	Added	6,254	+26	$2,247,249	+5.2%	0.85%
KO	Coca Cola Co Consumer Defensive	Reduced	25,789	-694	$2,219,917	+3.1%	0.84%
TXN	Texas Instruments Inc Technology	Held	7,883	0	$2,207,949	−6.0%	0.84%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	32,356	-467	$2,019,014	+6.8%	0.77%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	8,189	-190	$1,891,167	−16.5%	0.72%
RTX	RTX Corp Industrials	Held	10,093	0	$1,873,765	−2.2%	0.71%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,528	-111	$1,606,579	−17.7%	0.61%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	26,389	+853	$1,565,131	+2.7%	0.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	3,129	0	$1,558,085	−0.5%	0.59%
AVGO	Broadcom Inc. Technology	Added	4,354	+163	$1,529,081	−3.4%	0.58%
TILT	FlexShares Morningstar US Market Factor Tilt Index Fund	Held	5,460	0	$1,513,894	+0.4%	0.57%
GILD	Gilead Sciences, Inc. Healthcare	Added	10,138	+301	$1,511,068	+21.6%	0.57%

Showing the top 50 of 147 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.