Greenfield Savings Bank
BankFiling Date
Global Rank
#4,140
/ 8,586
▲ 108
Top Industry
Consumer Electronics
8.6%
3Y Alpha vs SPY
-3.4%
Period ended 3 months ago
Filed Apr 16, 2026 · 2mo
16 quarters · since Jun 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+63.6%
SPY
+78.1%
Annualised alpha
-3.4%
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, 2025Top 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 |
|---|---|---|
| Technology | 25.3% | $51,646,555 |
| Financial Services | 15.5% | $31,731,666 |
| Industrials | 9.8% | $20,079,709 |
| Healthcare | 9.3% | $18,934,369 |
| Consumer Cyclical | 8.5% | $17,330,113 |
| Consumer Defensive | 8.4% | $17,253,543 |
| Energy | 5.8% | $11,910,518 |
| Unclassified | 5.7% | $11,559,785 |
| Communication Services | 5.6% | $11,532,629 |
| Utilities | 3.5% | $7,070,280 |
| Basic Materials | 1.9% | $3,892,475 |
| Real Estate | 0.6% | $1,305,216 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
10 positions ·
$17,253,543 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 4,988 | $4,970,192 | 28.81% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 19,103 | $3,158,490 | 18.31% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 26,577 | $2,021,180 | 11.71% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 12,881 | $1,860,531 | 10.78% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 13,948 | $1,733,457 | 10.05% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 8,068 | $1,252,879 | 7.26% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Reduced | 14,849 | $855,896 | 4.96% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 10,930 | $721,270 | 4.18% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Reduced | 4,931 | $475,693 | 2.76% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
NEW | 2,393 | $203,955 | 1.18% |