Greenfield Savings Bank

CIK 0001940406 • 6 13F filings • Apr 10, 2025 – Jul 7, 2026

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Filer information

Filed by: Greenfield Savings Bank, Vice President & Trust Officer
Address: 400 MAIN STREET, P.O. BOX 1537, GREENFIELD, MA, 01301
Phone: 413-775-8156
AUM: $237.7M

AUM over time

$264.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $220.4M145 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$834K	0.4%	6,134 SH	New
ABBVIE INC	COM	$3.4M	1.5%Prev: 1.7%	18,264 SH	Decreased+47 SH
ADOBE INC	COM	$554K	0.3%Prev: 0.1%	1,433 SH	Increased+81 SH
ADVANCED MICRO DEVICES INC	COM	$646K	0.3%Prev: 0.3%	4,555 SH	Decreased+911 SH
AFLAC INC	COM	$274K	0.1%Prev: 0.1%	2,600 SH	Decreased
AIR PRODS & CHEMS INC	COM	$670K	0.3%	2,375 SH	New
ALLSTATE CORP	COM	$532K	0.2%Prev: 0.2%	2,642 SH	Increased+200 SH
ALPHABET INC	CAP STK CL A	$3.0M	1.4%Prev: 2.0%	17,039 SH	Decreased+429 SH
ALPHABET INC	CAP STK CL C	$4.7M	2.1%Prev: 3.1%	26,233 SH	Decreased+844 SH
ALTRIA GROUP INC	COM	$687K	0.3%Prev: 0.3%	11,711 SH	Decreased+781 SH
AMAZON COM INC	COM	$5.5M	2.5%Prev: 2.2%	24,992 SH	Increased+562 SH
AMERICAN EXPRESS CO	COM	$4.2M	1.9%Prev: 1.7%	13,116 SH	Increased+301 SH
AMGEN INC	COM	$903K	0.4%Prev: 0.5%	3,234 SH	Decreased+217 SH
APPLE INC	COM	$13.6M	6.2%Prev: 7.0%	66,337 SH	Decreased+1,403 SH
APPLIED MATLS INC	COM	$2.1M	1.0%Prev: 1.6%	11,491 SH	Decreased+760 SH
AT&T INC	COM	$766K	0.3%Prev: 0.4%	26,476 SH	Decreased-4,625 SH
AUTOMATIC DATA PROCESSING IN	COM	$602K	0.3%Prev: 0.2%	1,952 SH	Increased
BANK AMERICA CORP	COM	$2.0M	0.9%Prev: 0.9%	41,508 SH	Decreased-818 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.7%Prev: 0.6%	3,164 SH	Increased+35 SH
BLACKROCK INC	COM	$1.3M	0.6%Prev: 0.6%	1,282 SH	Decreased-185 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.4M	0.6%Prev: 0.9%	30,454 SH	Decreased-2,948 SH
BROADCOM INC	COM	$1.3M	0.6%Prev: 0.6%	4,585 SH	Decreased+300 SH
CAPITAL ONE FINL CORP	COM	$549K	0.2%Prev: 0.2%	2,579 SH	Increased+100 SH
CATERPILLAR INC	COM	$2.6M	1.2%Prev: 2.0%	6,717 SH	Decreased+258 SH
CBRE GROUP INC	CL A	$832K	0.4%Prev: 0.4%	5,940 SH	Decreased-544 SH
CHEVRON CORP NEW	COM	$1.7M	0.8%	11,611 SH	New
CHUBB LIMITED	COM	$735K	0.3%	2,536 SH	New
CISCO SYS INC	COM	$2.4M	1.1%Prev: 1.2%	34,490 SH	Decreased-757 SH
CITIGROUP INC	COM NEW	$381K	0.2%Prev: 0.2%	4,475 SH	Decreased+341 SH
COCA COLA CO	COM	$1.6M	0.7%Prev: 0.9%	22,341 SH	Decreased-4,236 SH
COLGATE PALMOLIVE CO	COM	$222K	0.1%Prev: 0.1%	2,443 SH	Increased+50 SH
COMCAST CORP NEW	CL A	$1.6M	0.7%Prev: 0.6%	44,608 SH	Increased-927 SH
CONOCOPHILLIPS	COM	$800K	0.4%Prev: 0.5%	8,910 SH	Decreased-420 SH
COSTCO WHSL CORP NEW	COM	$5.2M	2.3%	5,215 SH	New
CSX CORP	COM	$433K	0.2%Prev: 0.3%	13,284 SH	Decreased-2,283 SH
CUMMINS INC	COM	$280K	0.1%Prev: 0.2%	856 SH	Decreased
CVS HEALTH CORP	COM	$1.0M	0.5%Prev: 0.3%	14,593 SH	Increased+5,317 SH
DELTA AIR LINES INC DEL	COM NEW	$348K	0.2%	7,077 SH	New
DIGITAL RLTY TR INC	COM	$216K	0.1%	1,238 SH	New
DUKE ENERGY CORP NEW	COM NEW	$1.4M	0.6%Prev: 0.6%	11,718 SH	Decreased+486 SH
EATON CORP PLC	SHS	$1.0M	0.5%Prev: 0.4%	2,923 SH	Increased+157 SH
EBAY INC.	COM	$454K	0.2%Prev: 0.3%	6,098 SH	Decreased-831 SH
ELEVANCE HEALTH INC	COM	$1.6M	0.7%	4,224 SH	New
ELI LILLY & CO	COM	$671K	0.3%Prev: 0.3%	861 SH	Decreased-12 SH
EMCOR GROUP INC	COM	$425K	0.2%Prev: 0.2%	795 SH	Decreased+29 SH
EMERSON ELEC CO	COM	$805K	0.4%Prev: 0.3%	6,036 SH	Increased+93 SH
EOG RES INC	COM	$435K	0.2%Prev: 0.2%	3,639 SH	Decreased-117 SH
EXELON CORP	COM	$235K	0.1%Prev: 0.1%	5,408 SH	Decreased+258 SH
EXXON MOBIL CORP	COM	$2.2M	1.0%Prev: 1.6%	20,167 SH	Decreased-1,645 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$202K	0.1%Prev: 0.1%	2,219 SH	Decreased
FLEXSHARES TR	MORNSTAR USMKT	$1.2M	0.6%Prev: 0.6%	5,500 SH	Decreased
FORTINET INC	COM	$1.5M	0.7%Prev: 0.4%	13,891 SH	Increased+1,241 SH
GARMIN LTD	SHS	$761K	0.3%Prev: 0.3%	3,645 SH	Decreased+169 SH
GE AEROSPACE	COM NEW	$519K	0.2%Prev: 0.2%	2,017 SH	Decreased+38 SH
GE VERNOVA INC	COM	$276K	0.1%Prev: 0.2%	521 SH	Decreased+89 SH
GENERAL DYNAMICS CORP	COM	$423K	0.2%Prev: 0.2%	1,450 SH	Decreased+5 SH
GENUINE PARTS CO	COM	$330K	0.1%Prev: 0.1%	2,720 SH	Increased+410 SH
GILEAD SCIENCES INC	COM	$826K	0.4%Prev: 0.6%	7,447 SH	Decreased-2,426 SH
HOME DEPOT INC	COM	$4.0M	1.8%Prev: 1.4%	10,909 SH	Increased+755 SH
HONEYWELL INTL INC	COM	$1.6M	0.7%Prev: 0.6%	7,058 SH	Increased+368 SH
ILLINOIS TOOL WKS INC	COM	$557K	0.3%Prev: 0.2%	2,251 SH	Decreased+62 SH
INTEL CORP	COM	$473K	0.2%Prev: 0.4%	21,104 SH	Decreased+2,243 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.1M	0.5%Prev: 0.4%	3,567 SH	Increased-160 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$949K	0.4%Prev: 0.2%	5,220 SH	Increased+2,960 SH
INVESCO QQQ TR	UNIT SER 1	$4.4M	2.0%Prev: 1.9%	7,968 SH	Decreased+299 SH
ISHARES TR	CORE S&P MCP ETF	$5.4M	2.4%Prev: 2.5%	86,364 SH	Decreased+490 SH
ISHARES TR	CORE S&P SCP ETF	$4.3M	2.0%Prev: 2.2%	39,773 SH	Decreased-825 SH
ISHARES TR	CORE S&P500 ETF	$540K	0.2%Prev: 0.2%	869 SH	Decreased+17 SH
ISHARES TR	IBONDS 26 TRM TS	$449K	0.2%	19,595 SH	New
ISHARES TR	IBONDS 27 ETF	$221K	0.1%	9,099 SH	New
ISHARES TR	IBONDS 27 TRM TS	$275K	0.1%	12,232 SH	New
ISHARES TR	IBONDS 29 TRM TS	$419K	0.2%	19,106 SH	New
ISHARES TR	MSCI EAFE ETF	$2.4M	1.1%Prev: 1.5%	27,209 SH	Decreased-8,586 SH
ISHARES TR	RUSSELL 2000 ETF	$265K	0.1%Prev: 0.1%	1,228 SH	Decreased
ISHARES TR	SELECT DIVID ETF	$657K	0.3%Prev: 0.3%	4,948 SH	Decreased+108 SH
ISHARES TR	US CONSUM DISCRE	$350K	0.2%Prev: 0.1%	3,512 SH	Increased
JOHNSON & JOHNSON	COM	$1.6M	0.7%Prev: 1.1%	10,534 SH	Decreased+368 SH
JPMORGAN CHASE & CO.	COM	$7.0M	3.2%	24,152 SH	New
KIMBERLY-CLARK CORP	COM	$766K	0.3%Prev: 0.2%	5,938 SH	Increased+1,007 SH
L3HARRIS TECHNOLOGIES INC	COM	$592K	0.3%Prev: 0.3%	2,361 SH	Decreased+167 SH
LOCKHEED MARTIN CORP	COM	$2.2M	1.0%Prev: 1.2%	4,697 SH	Decreased+152 SH
LOWES COS INC	COM	$760K	0.3%Prev: 0.3%	3,425 SH	Decreased+202 SH
MARATHON PETE CORP	COM	$538K	0.2%Prev: 0.3%	3,241 SH	Decreased+235 SH
MARRIOTT INTL INC NEW	CL A	$812K	0.4%Prev: 0.4%	2,971 SH	Decreased+237 SH
MASTERCARD INCORPORATED	CL A	$4.4M	2.0%Prev: 1.6%	7,911 SH	Increased+348 SH
MCDONALDS CORP	COM	$2.5M	1.1%Prev: 1.1%	8,613 SH	Decreased+164 SH
MEDTRONIC PLC	SHS	$289K	0.1%	3,313 SH	New
MERCK & CO INC	COM	$656K	0.3%Prev: 0.4%	8,292 SH	Decreased-150 SH
META PLATFORMS INC	CL A	$4.6M	2.1%Prev: 1.5%	6,223 SH	Increased+41 SH
METLIFE INC	COM	$1.7M	0.8%Prev: 0.4%	20,888 SH	Increased+8,553 SH
MICROCHIP TECHNOLOGY INC.	COM	$663K	0.3%Prev: 0.3%	9,421 SH	Increased+255 SH
MICROSOFT CORP	COM	$13.5M	6.1%Prev: 4.2%	27,160 SH	Increased+786 SH
MONDELEZ INTL INC	CL A	$1.1M	0.5%Prev: 0.4%	16,362 SH	Increased+1,513 SH
NEXTERA ENERGY INC	COM	$2.5M	1.1%Prev: 1.4%	35,380 SH	Decreased+82 SH
NORTHROP GRUMMAN CORP	COM	$614K	0.3%Prev: 0.3%	1,228 SH	Decreased+52 SH
NRG ENERGY INC	COM NEW	$1.4M	0.6%Prev: 0.5%	8,655 SH	Increased+358 SH
NVIDIA CORPORATION	COM	$5.8M	2.7%Prev: 2.7%	36,995 SH	Decreased+1,137 SH
NVR INC	COM	$436K	0.2%Prev: 0.2%	59 SH	Increased+2 SH
NXP SEMICONDUCTORS N V	COM	$366K	0.2%Prev: 0.2%	1,674 SH	Decreased-823 SH
OMEGA HEALTHCARE INVS INC	COM	$573K	0.3%Prev: 0.2%	15,622 SH	Increased+5,880 SH
ONEOK INC NEW	COM	$588K	0.3%Prev: 0.3%	7,205 SH	Decreased+3 SH
ORACLE CORP	COM	$2.0M	0.9%Prev: 0.5%	9,117 SH	Increased+408 SH
PALANTIR TECHNOLOGIES INC	CL A	$201K	0.1%	1,473 SH	New
PAYCHEX INC	COM	$1.5M	0.7%Prev: 0.4%	10,485 SH	Increased+595 SH
PEPSICO INC	COM	$1.1M	0.5%Prev: 0.5%	8,444 SH	Decreased+376 SH
PFIZER INC	COM	$879K	0.4%Prev: 0.4%	36,265 SH	Decreased+3,134 SH
PHILIP MORRIS INTL INC	COM	$3.5M	1.6%Prev: 1.3%	19,268 SH	Increased+165 SH
PHILLIPS 66	COM	$290K	0.1%Prev: 0.2%	2,433 SH	Decreased+100 SH
PNC FINL SVCS GROUP INC	COM	$650K	0.3%Prev: 0.3%	3,487 SH	Decreased+150 SH
PPL CORP	COM	$216K	0.1%Prev: 0.1%	6,361 SH	Decreased+372 SH
PROCTER AND GAMBLE CO	COM	$2.2M	1.0%	13,626 SH	New
PROGRESSIVE CORP	COM	$4.5M	2.0%Prev: 1.6%	16,928 SH	Increased-1,824 SH
PULTE GROUP INC	COM	$843K	0.4%Prev: 0.5%	7,997 SH	Decreased-988 SH
QUALCOMM INC	COM	$320K	0.1%Prev: 0.2%	2,012 SH	Decreased-1,042 SH
REGENCELL BIOSCIENCE HLDGS L	ORDINARY SHARES	$187K	0.1%	11,000 SH	New
RTX CORPORATION	COM	$1.6M	0.7%Prev: 0.8%	10,647 SH	Decreased+479 SH
SALESFORCE INC	COM	$536K	0.2%Prev: 0.2%	1,967 SH	Increased-641 SH
SHELL PLC	SPON ADS	$349K	0.2%Prev: 0.2%	4,957 SH	Decreased+303 SH
SHERWIN WILLIAMS CO	COM	$966K	0.4%Prev: 0.4%	2,812 SH	Increased
SOUTHERN CO	COM	$219K	0.1%Prev: 0.1%	2,381 SH	Decreased-8 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$3.2M	1.5%	7,290 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$3.1M	1.4%	5,091 SH	New
STEEL DYNAMICS INC	COM	$1.7M	0.8%Prev: 1.0%	12,947 SH	Decreased+82 SH
STRYKER CORPORATION	COM	$514K	0.2%Prev: 0.2%	1,298 SH	Increased
SYNCHRONY FINANCIAL	COM	$301K	0.1%Prev: 0.2%	4,507 SH	Decreased-3,422 SH
TESLA INC	COM	$1.4M	0.6%Prev: 0.7%	4,316 SH	Decreased-335 SH
TEXAS INSTRS INC	COM	$1.7M	0.8%Prev: 0.7%	8,101 SH	Increased+208 SH
TEXTRON INC	COM	$265K	0.1%Prev: 0.1%	3,302 SH	Increased+827 SH
THE CIGNA GROUP	COM	$852K	0.4%Prev: 0.3%	2,577 SH	Increased-209 SH
TJX COS INC NEW	COM	$295K	0.1%Prev: 0.2%	2,388 SH	Decreased+7 SH
TORONTO DOMINION BK ONT	COM NEW	$482K	0.2%Prev: 0.3%	6,559 SH	Decreased+119 SH
UNION PAC CORP	COM	$877K	0.4%Prev: 0.4%	3,813 SH	Decreased+33 SH
UNITED PARCEL SERVICE INC	CL B	$413K	0.2%	4,089 SH	New
UNITEDHEALTH GROUP INC	COM	$2.0M	0.9%Prev: 0.8%	6,273 SH	Increased-863 SH
US BANCORP DEL	COM NEW	$413K	0.2%	9,125 SH	New
VALERO ENERGY CORP	COM	$1.0M	0.5%Prev: 0.8%	7,608 SH	Decreased+155 SH
VANGUARD INDEX FDS	MID CAP ETF	$259K	0.1%Prev: 0.1%	926 SH	Increased+35 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.6M	1.2%Prev: 1.2%	8,402 SH	Decreased-179 SH
VANGUARD INDEX FDS	VALUE ETF	$366K	0.2%Prev: 0.1%	2,071 SH	Increased+403 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$951K	0.4%Prev: 0.6%	19,222 SH	Decreased-6,183 SH
VERIZON COMMUNICATIONS INC	COM	$1.0M	0.5%Prev: 0.4%	23,576 SH	Increased+3,448 SH
VISA INC	COM CL A	$2.0M	0.9%Prev: 0.8%	5,701 SH	Increased-599 SH
WALMART INC	COM	$1.2M	0.5%Prev: 0.7%	12,234 SH	Decreased-1,714 SH
WASTE CONNECTIONS INC	COM	$280K	0.1%Prev: 0.1%	1,500 SH	Increased
WEC ENERGY GROUP INC	COM	$400K	0.2%Prev: 0.2%	3,841 SH	Increased+414 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $618K
ACCENTURE PLC IRELAND — $423K
AIR PRODUCTS AND CHEMICALS I — $675K
BANK NEW YORK MELLON CORP — $202K
CHEVRON CORPORATION — $2.4M
CHUBB LTD SWITZ — $848K
COSTCO WHOLESALE CORPORATION — $5.0M
DELTA AIR LINES INC — $692K
ELEVANCE HEALTH INC FORMERLY — $890K
GOLDMAN SACHS GROUP INC — $215K
JPMORGAN CHASE & CO — $6.9M
NORFOLK SOUTHN CORP — $217K
PACKAGING CORP AMER — $204K
PROCTER & GAMBLE CO — $1.9M
SCHWAB CHARLES CORP — $567K
STATE STR SPDR DOW JONES IND — $3.4M
STATE STR SPDR S&P 500 ETF T — $3.7M
TERADYNE INC — $268K
US BANCORP — $304K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 2, 2026	Q4 2025	13F-HR	0001376474-26-000096	$237.7M	View
Oct 7, 2026	Q3 2026	13F-HR	0001376474-26-000632	$264.4M	View
Oct 6, 2025	Q3 2025