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: $234.5M143 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$618K	0.3%	6,024 SH	New
ABBVIE INC	COM	$4.0M	1.7%Prev: 1.9%	18,217 SH	Increased+141 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$423K	0.2%Prev: 0.1%	2,133 SH	Increased+1,491 SH
ADOBE INC	COM	$329K	0.1%Prev: 0.3%	1,352 SH	Decreased+18 SH
ADVANCED MICRO DEVICES INC	COM	$741K	0.3%Prev: 0.3%	3,644 SH	Increased-1,718 SH
AFLAC INC	COM	$285K	0.1%Prev: 0.1%	2,600 SH	Decreased
AIR PRODUCTS AND CHEMICALS I	COM	$675K	0.3%	2,325 SH	New
ALLSTATE CORP	COM	$506K	0.2%Prev: 0.3%	2,442 SH	Decreased-211 SH
ALPHABET INC	CAP STK CL A	$4.8M	2.0%Prev: 1.3%	16,610 SH	Increased-414 SH
ALPHABET INC	CAP STK CL C	$7.3M	3.1%Prev: 2.0%	25,389 SH	Increased-308 SH
ALTRIA GROUP INC	COM	$721K	0.3%Prev: 0.3%	10,930 SH	Increased-721 SH
AMAZON COM INC	COM	$5.1M	2.2%Prev: 2.3%	24,430 SH	Increased+98 SH
AMERICAN EXPRESS CO	COM	$3.9M	1.7%Prev: 1.7%	12,815 SH	Increased-266 SH
AMGEN INC	COM	$1.1M	0.5%Prev: 0.5%	3,017 SH	Increased-266 SH
APPLE INC	COM	$16.5M	7.0%Prev: 7.2%	64,934 SH	Increased-1,088 SH
APPLIED MATLS INC	COM	$3.7M	1.6%Prev: 0.8%	10,731 SH	Increased-517 SH
AT&T INC	COM	$902K	0.4%Prev: 0.3%	31,101 SH	Increased+12,657 SH
AUTOMATIC DATA PROCESSING IN	COM	$397K	0.2%Prev: 0.3%	1,952 SH	Decreased
BANK AMERICA CORP	COM	$2.1M	0.9%Prev: 0.8%	42,326 SH	Increased+2,117 SH
BANK NEW YORK MELLON CORP	COM	$202K	0.1%	1,703 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.6%Prev: 0.8%	3,129 SH	Decreased-29 SH
BLACKROCK INC	COM	$1.4M	0.6%Prev: 0.5%	1,467 SH	Increased+330 SH
BRISTOL-MYERS SQUIBB CO	COM	$2.0M	0.9%Prev: 0.9%	33,402 SH	Increased+4,765 SH
BROADCOM INC	COM	$1.3M	0.6%Prev: 0.4%	4,285 SH	Increased-123 SH
CAPITAL ONE FINL CORP	COM	$452K	0.2%	2,479 SH	New
CATERPILLAR INC	COM	$4.6M	2.0%Prev: 1.1%	6,459 SH	Increased-187 SH
CBRE GROUP INC	CL A	$878K	0.4%Prev: 0.4%	6,484 SH	Increased+1,025 SH
CHEVRON CORPORATION	COM	$2.4M	1.0%	11,363 SH	New
CHUBB LTD SWITZ	COM	$848K	0.4%	2,603 SH	New
CISCO SYS INC	COM	$2.7M	1.2%Prev: 1.0%	35,247 SH	Increased+1,506 SH
CITIGROUP INC	COM NEW	$469K	0.2%Prev: 0.2%	4,134 SH	Increased-919 SH
COCA COLA CO	COM	$2.0M	0.9%Prev: 0.7%	26,577 SH	Increased+5,867 SH
COLGATE PALMOLIVE CO	COM	$204K	0.1%Prev: 0.1%	2,393 SH	Decreased-50 SH
COMCAST CORP NEW	CL A	$1.3M	0.6%Prev: 0.8%	45,535 SH	Decreased+1,914 SH
CONOCOPHILLIPS	COM	$1.2M	0.5%Prev: 0.4%	9,330 SH	Increased+730 SH
COSTCO WHOLESALE CORPORATION	COM	$5.0M	2.1%	4,988 SH	New
CSX CORP	COM	$639K	0.3%Prev: 0.2%	15,567 SH	Increased+4,586 SH
CUMMINS INC	COM	$461K	0.2%Prev: 0.1%	856 SH	Increased-7 SH
CVS HEALTH CORP	COM	$666K	0.3%Prev: 0.6%	9,276 SH	Decreased-7,957 SH
DELTA AIR LINES INC	COM NEW	$692K	0.3%	10,410 SH	New
DUKE ENERGY CORP NEW	COM NEW	$1.5M	0.6%Prev: 0.7%	11,232 SH	Increased-600 SH
EATON CORP PLC	SHS	$989K	0.4%Prev: 0.4%	2,766 SH	Increased-179 SH
EBAY INC.	COM	$631K	0.3%Prev: 0.2%	6,929 SH	Increased+1,858 SH
ELEVANCE HEALTH INC FORMERLY	COM	$890K	0.4%	3,040 SH	New
ELI LILLY & CO	COM	$803K	0.3%Prev: 0.3%	873 SH	Increased+16 SH
EMCOR GROUP INC	COM	$566K	0.2%Prev: 0.1%	766 SH	Increased-29 SH
EMERSON ELEC CO	COM	$779K	0.3%Prev: 0.3%	5,943 SH	Increased-144 SH
EOG RES INC	COM	$543K	0.2%Prev: 0.2%	3,756 SH	Increased+511 SH
EXELON CORP	COM	$252K	0.1%Prev: 0.1%	5,150 SH	Increased-258 SH
EXXON MOBIL CORP	COM	$3.7M	1.6%Prev: 1.1%	21,812 SH	Increased+2,761 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$206K	0.1%	2,219 SH	New
FLEXSHARES TR	MORNSTAR USMKT	$1.3M	0.6%Prev: 0.6%	5,500 SH	Increased
FORTINET INC	COM	$1.0M	0.4%Prev: 0.7%	12,650 SH	Decreased-1,539 SH
GARMIN LTD	SHS	$806K	0.3%Prev: 0.4%	3,476 SH	Decreased-239 SH
GE AEROSPACE	COM NEW	$562K	0.2%Prev: 0.2%	1,979 SH	Increased-21 SH
GE VERNOVA INC	COM	$377K	0.2%	432 SH	New
GENERAL DYNAMICS CORP	COM	$496K	0.2%Prev: 0.2%	1,445 SH	Increased
GENUINE PARTS CO	COM	$244K	0.1%Prev: 0.2%	2,310 SH	Decreased-460 SH
GILEAD SCIENCES INC	COM	$1.4M	0.6%Prev: 0.3%	9,873 SH	Increased+3,574 SH
GOLDMAN SACHS GROUP INC	COM	$215K	0.1%	254 SH	New
HOME DEPOT INC	COM	$3.3M	1.4%Prev: 2.0%	10,154 SH	Decreased-828 SH
HONEYWELL INTL INC	COM	$1.5M	0.6%Prev: 0.7%	6,690 SH	Increased-378 SH
ILLINOIS TOOL WKS INC	COM	$570K	0.2%Prev: 0.3%	2,189 SH	Increased-62 SH
INTEL CORP	COM	$832K	0.4%Prev: 0.3%	18,861 SH	Increased-4,688 SH
INTERNATIONAL BUSINESS MACHS	COM	$903K	0.4%Prev: 0.4%	3,727 SH	Increased+146 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$434K	0.2%Prev: 0.5%	2,260 SH	Decreased-3,107 SH
INVESCO QQQ TR	UNIT SER 1	$4.4M	1.9%Prev: 1.8%	7,669 SH	Increased+27 SH
ISHARES TR	CORE S&P MCP ETF	$5.8M	2.5%Prev: 2.4%	85,874 SH	Increased+1,897 SH
ISHARES TR	CORE S&P SCP ETF	$5.0M	2.2%Prev: 2.0%	40,598 SH	Increased+2,250 SH
ISHARES TR	CORE S&P500 ETF	$557K	0.2%Prev: 0.2%	852 SH	Increased
ISHARES TR	MSCI EAFE ETF	$3.5M	1.5%Prev: 0.7%	35,795 SH	Increased+17,544 SH
ISHARES TR	RUSSELL 2000 ETF	$305K	0.1%Prev: 0.1%	1,228 SH	Increased
ISHARES TR	SELECT DIVID ETF	$733K	0.3%Prev: 0.3%	4,840 SH	Increased-153 SH
ISHARES TR	US CONSUM DISCRE	$340K	0.1%Prev: 0.2%	3,512 SH	Increased
JOHNSON & JOHNSON	COM	$2.5M	1.1%Prev: 0.9%	10,166 SH	Increased-387 SH
JPMORGAN CHASE & CO	COM	$6.9M	3.0%	23,543 SH	New
KIMBERLY-CLARK CORP	COM	$476K	0.2%Prev: 0.4%	4,931 SH	Decreased-1,183 SH
L3HARRIS TECHNOLOGIES INC	COM	$757K	0.3%Prev: 0.2%	2,194 SH	Increased-238 SH
LOCKHEED MARTIN CORP	COM	$2.7M	1.2%Prev: 1.0%	4,545 SH	Increased-179 SH
LOWES COS INC	COM	$762K	0.3%Prev: 0.4%	3,223 SH	Decreased-199 SH
MARATHON PETE CORP	COM	$734K	0.3%Prev: 0.2%	3,006 SH	Increased-185 SH
MARRIOTT INTL INC NEW	CL A	$894K	0.4%Prev: 0.4%	2,734 SH	Increased-435 SH
MASTERCARD INCORPORATED	CL A	$3.8M	1.6%Prev: 2.1%	7,563 SH	Decreased-367 SH
MCDONALDS CORP	COM	$2.6M	1.1%Prev: 1.3%	8,449 SH	Decreased-239 SH
MERCK & CO INC	COM	$1.0M	0.4%Prev: 0.4%	8,442 SH	Increased+143 SH
META PLATFORMS INC	CL A	$3.5M	1.5%Prev: 1.7%	6,182 SH	Increased+282 SH
METLIFE INC	COM	$872K	0.4%Prev: 0.8%	12,335 SH	Decreased-8,943 SH
MICROCHIP TECHNOLOGY INC.	COM	$592K	0.3%Prev: 0.2%	9,166 SH	Increased-855 SH
MICROSOFT CORP	COM	$9.8M	4.2%Prev: 5.0%	26,374 SH	Decreased-728 SH
MONDELEZ INTL INC	CL A	$856K	0.4%Prev: 0.6%	14,849 SH	Decreased-3,168 SH
NEXTERA ENERGY INC	COM	$3.3M	1.4%Prev: 1.2%	35,298 SH	Increased-110 SH
NORFOLK SOUTHN CORP	COM	$217K	0.1%	755 SH	New
NORTHROP GRUMMAN CORP	COM	$802K	0.3%Prev: 0.3%	1,176 SH	Increased-70 SH
NRG ENERGY INC	COM NEW	$1.2M	0.5%Prev: 0.4%	8,297 SH	Increased-513 SH
NVIDIA CORPORATION	COM	$6.3M	2.7%Prev: 1.9%	35,858 SH	Increased-271 SH
NVR INC	COM	$376K	0.2%Prev: 0.2%	57 SH	Decreased-2 SH
NXP SEMICONDUCTORS N V	COM	$492K	0.2%Prev: 0.1%	2,497 SH	Increased+1,152 SH
OMEGA HEALTHCARE INVS INC	COM	$427K	0.2%Prev: 0.3%	9,742 SH	Decreased-4,323 SH
ONEOK INC NEW	COM	$651K	0.3%Prev: 0.4%	7,202 SH	Decreased-41 SH
ORACLE CORP	COM	$1.3M	0.5%Prev: 0.6%	8,709 SH	Increased-355 SH
PACKAGING CORP AMER	COM	$204K	0.1%Prev: 0.1%	963 SH	Decreased-95 SH
PAYCHEX INC	COM	$911K	0.4%Prev: 0.8%	9,890 SH	Decreased-687 SH
PEPSICO INC	COM	$1.3M	0.5%Prev: 0.6%	8,068 SH	Decreased-372 SH
PFIZER INC	COM	$930K	0.4%Prev: 0.5%	33,131 SH	Decreased-4,202 SH
PHILIP MORRIS INTL INC	COM	$3.2M	1.3%Prev: 1.5%	19,103 SH	Increased-186 SH
PHILLIPS 66	COM	$425K	0.2%Prev: 0.1%	2,333 SH	Increased-100 SH
PNC FINL SVCS GROUP INC	COM	$694K	0.3%Prev: 0.3%	3,337 SH	Increased-160 SH
PPL CORP	COM	$229K	0.1%Prev: 0.1%	5,989 SH	Decreased-442 SH
PROCTER & GAMBLE CO	COM	$1.9M	0.8%	12,881 SH	New
PROGRESSIVE CORP	COM	$3.7M	1.6%Prev: 2.2%	18,752 SH	Decreased+2,624 SH
PULTE GROUP INC	COM	$1.1M	0.5%Prev: 0.4%	8,985 SH	Increased+1,683 SH
QUALCOMM INC	COM	$393K	0.2%Prev: 0.1%	3,054 SH	Increased+1,434 SH
RTX CORPORATION	COM	$2.0M	0.8%Prev: 0.7%	10,168 SH	Increased-545 SH
SALESFORCE INC	COM	$487K	0.2%Prev: 0.2%	2,608 SH	Increased+975 SH
SCHWAB CHARLES CORP	COM	$567K	0.2%	6,038 SH	New
SHELL PLC	SPON ADS	$433K	0.2%Prev: 0.2%	4,654 SH	Increased-368 SH
SHERWIN WILLIAMS CO	COM	$901K	0.4%Prev: 0.5%	2,812 SH	Decreased+21 SH
SOUTHERN CO	COM	$231K	0.1%Prev: 0.1%	2,389 SH	Increased-112 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$3.4M	1.5%	7,427 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.7M	1.6%	5,679 SH	New
STEEL DYNAMICS INC	COM	$2.3M	1.0%Prev: 0.8%	12,865 SH	Increased+167 SH
STRYKER CORPORATION	COM	$427K	0.2%Prev: 0.2%	1,298 SH	Decreased
SYNCHRONY FINANCIAL	COM	$539K	0.2%	7,929 SH	New
TERADYNE INC	COM	$268K	0.1%	903 SH	New
TESLA INC	COM	$1.7M	0.7%Prev: 0.6%	4,651 SH	Increased+41 SH
TEXAS INSTRS INC	COM	$1.5M	0.7%Prev: 0.7%	7,893 SH	Increased-203 SH
TEXTRON INC	COM	$217K	0.1%Prev: 0.1%	2,475 SH	Decreased-1,199 SH
THE CIGNA GROUP	COM	$743K	0.3%Prev: 0.4%	2,786 SH	Decreased+129 SH
TJX COS INC NEW	COM	$380K	0.2%Prev: 0.1%	2,381 SH	Increased+1 SH
TORONTO DOMINION BK ONT	COM NEW	$601K	0.3%Prev: 0.2%	6,440 SH	Increased-126 SH
UNION PAC CORP	COM	$917K	0.4%Prev: 0.5%	3,780 SH	Decreased-137 SH
UNITEDHEALTH GROUP INC	COM	$1.9M	0.8%Prev: 1.5%	7,136 SH	Decreased+1,185 SH
US BANCORP	COM NEW	$304K	0.1%	5,836 SH	New
VALERO ENERGY CORP	COM	$1.8M	0.8%Prev: 0.5%	7,453 SH	Increased-614 SH
VANGUARD INDEX FDS	MID CAP ETF	$256K	0.1%Prev: 0.1%	891 SH	Increased-35 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.8M	1.2%Prev: 1.1%	8,581 SH	Increased+201 SH
VANGUARD INDEX FDS	VALUE ETF	$327K	0.1%Prev: 0.2%	1,668 SH	Decreased-553 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.4M	0.6%Prev: 0.3%	25,405 SH	Increased+11,644 SH
VERIZON COMMUNICATIONS INC	COM	$1.0M	0.4%Prev: 0.5%	20,128 SH	Decreased-3,369 SH
VISA INC	COM CL A	$1.9M	0.8%Prev: 0.9%	6,300 SH	Decreased+832 SH
WALMART INC	COM	$1.7M	0.7%Prev: 0.5%	13,948 SH	Increased+1,855 SH
WASTE CONNECTIONS INC	COM	$244K	0.1%Prev: 0.1%	1,500 SH	Decreased
WEC ENERGY GROUP INC	COM	$397K	0.2%Prev: 0.2%	3,427 SH	Decreased-386 SH

Sold (vs prior filing)

ABBOTT LABS — $814K
AIR PRODS & CHEMS INC — $700K
BP PLC — $215K
CHEVRON CORP NEW — $1.9M
CHUBB LIMITED — $741K
COSTCO WHSL CORP NEW — $5.0M
DELTA AIR LINES INC DEL — $206K
DIGITAL RLTY TR INC — $221K
DISCOVER FINL SVCS — $433K
ELEVANCE HEALTH INC — $2.0M
FEDEX CORP — $215K
ISHARES TR — $454K
ISHARES TR — $219K
ISHARES TR — $285K
ISHARES TR — $406K
JPMORGAN CHASE & CO. — $5.9M
MEDTRONIC PLC — $340K
PROCTER AND GAMBLE CO — $2.4M
REGENERON PHARMACEUTICALS — $240K
SPDR DOW JONES INDL AVERAGE — $2.8M
… and 3 more

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