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: $263.7M148 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$547K	0.2%	6,024 SH	New
ABBVIE INC	COM	$4.6M	1.7%Prev: 1.5%	18,174 SH	Increased-90 SH
ADOBE INC	COM	$259K	0.1%Prev: 0.3%	1,262 SH	Decreased-171 SH
ADVANCED MICRO DEVICES INC	COM	$2.1M	0.8%Prev: 0.3%	3,569 SH	Increased-986 SH
AFLAC INC	COM	$305K	0.1%Prev: 0.1%	2,600 SH	Increased
AIR PRODUCTS AND CHEMICALS I	COM	$682K	0.3%	2,325 SH	New
ALLSTATE CORP	COM	$581K	0.2%Prev: 0.2%	2,442 SH	Increased-200 SH
ALPHABET INC	CAP STK CL A	$5.9M	2.3%Prev: 1.4%	16,600 SH	Increased-439 SH
ALPHABET INC	CAP STK CL C	$8.9M	3.4%Prev: 2.1%	25,071 SH	Increased-1,162 SH
ALTRIA GROUP INC	COM	$774K	0.3%Prev: 0.3%	10,760 SH	Increased-951 SH
AMAZON COM INC	COM	$5.8M	2.2%Prev: 2.5%	24,442 SH	Increased-550 SH
AMERICAN EXPRESS CO	COM	$4.3M	1.6%Prev: 1.9%	12,756 SH	Increased-360 SH
AMGEN INC	COM	$1.1M	0.4%Prev: 0.4%	3,017 SH	Increased-217 SH
APPLE INC	COM	$18.7M	7.1%Prev: 6.2%	64,575 SH	Increased-1,762 SH
APPLIED MATLS INC	COM	$7.7M	2.9%Prev: 1.0%	10,632 SH	Increased-859 SH
AT&T INC	COM	$624K	0.2%Prev: 0.3%	30,151 SH	Decreased+3,675 SH
AUTOMATIC DATA PROCESSING IN	COM	$437K	0.2%Prev: 0.3%	1,952 SH	Decreased
BANK OF AMER CORP	COM	$2.4M	0.9%	42,135 SH	New
BANK OF NY MELLON CORP	COM	$246K	0.1%	1,703 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.6%Prev: 0.7%	3,129 SH	Increased-35 SH
BLACKROCK INC	COM	$1.3M	0.5%Prev: 0.6%	1,398 SH	Decreased+116 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.9M	0.7%Prev: 0.6%	32,823 SH	Increased+2,369 SH
BROADCOM INC	COM	$1.6M	0.6%Prev: 0.6%	4,191 SH	Increased-394 SH
CAPITAL ONE FINL CORP	COM	$497K	0.2%Prev: 0.2%	2,479 SH	Decreased-100 SH
CATERPILLAR INC	COM	$6.8M	2.6%Prev: 1.2%	6,348 SH	Increased-369 SH
CBRE GROUP INC	CL A	$875K	0.3%Prev: 0.4%	6,495 SH	Increased+555 SH
CHEVRON CORPORATION	COM	$1.9M	0.7%	11,367 SH	New
CHUBB LIMITED	COM	$867K	0.3%Prev: 0.3%	2,543 SH	Increased+7 SH
CISCO SYS INC	COM	$4.1M	1.6%Prev: 1.1%	34,989 SH	Increased+499 SH
CITIGROUP INC	COM NEW	$578K	0.2%Prev: 0.2%	4,129 SH	Increased-346 SH
COCA COLA CO	COM	$2.2M	0.8%Prev: 0.7%	26,483 SH	Increased+4,142 SH
COLGATE PALMOLIVE CO	COM	$219K	0.1%Prev: 0.1%	2,393 SH	Decreased-50 SH
COMCAST CORP NEW	CL A	$1.0M	0.4%Prev: 0.7%	42,437 SH	Decreased-2,171 SH
CONOCOPHILLIPS	COM	$958K	0.4%Prev: 0.4%	9,218 SH	Increased+308 SH
CORNING INC	COM	$345K	0.1%	1,350 SH	New
COSTCO WHOLESALE CORPORATION	COM	$4.6M	1.8%	4,960 SH	New
CSX CORP	COM	$718K	0.3%Prev: 0.2%	15,109 SH	Increased+1,825 SH
CUMMINS INC	COM	$611K	0.2%Prev: 0.1%	856 SH	Increased
CVS HEALTH CORP	COM	$876K	0.3%Prev: 0.5%	8,470 SH	Decreased-6,123 SH
DELTA AIR LINES INC	COM NEW	$969K	0.4%	10,343 SH	New
DUKE ENERGY CORP NEW	COM NEW	$1.4M	0.5%Prev: 0.6%	11,152 SH	Increased-566 SH
EATON CORP PLC	SHS	$1.2M	0.4%Prev: 0.5%	2,766 SH	Increased-157 SH
EBAY INC.	COM	$768K	0.3%Prev: 0.2%	6,874 SH	Increased+776 SH
ELEVANCE HEALTH INC FORMERLY	COM	$1.2M	0.4%	3,011 SH	New
ELI LILLY & CO	COM	$1.0M	0.4%Prev: 0.3%	868 SH	Increased+7 SH
EMCOR GROUP INC	COM	$636K	0.2%Prev: 0.2%	766 SH	Increased-29 SH
EMERSON ELEC CO	COM	$850K	0.3%Prev: 0.4%	5,938 SH	Increased-98 SH
EOG RES INC	COM	$487K	0.2%Prev: 0.2%	3,756 SH	Increased+117 SH
EXELON CORP	COM	$240K	0.1%Prev: 0.1%	5,150 SH	Increased-258 SH
EXXON MOBIL CORP	COM	$3.0M	1.1%Prev: 1.0%	21,766 SH	Increased+1,599 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$208K	0.1%Prev: 0.1%	2,219 SH	Increased
FLEXSHARES TR	MORNSTAR USMKT	$1.5M	0.6%Prev: 0.6%	5,460 SH	Increased-40 SH
FORTINET INC	COM	$1.9M	0.7%Prev: 0.7%	12,600 SH	Increased-1,291 SH
GARMIN LTD	SHS	$826K	0.3%Prev: 0.3%	3,476 SH	Increased-169 SH
GE AEROSPACE	COM NEW	$740K	0.3%Prev: 0.2%	1,979 SH	Increased-38 SH
GE VERNOVA INC	COM	$508K	0.2%Prev: 0.1%	432 SH	Increased-89 SH
GENERAL DYNAMICS CORP	COM	$512K	0.2%Prev: 0.2%	1,445 SH	Increased-5 SH
GENUINE PARTS CO	COM	$273K	0.1%Prev: 0.1%	2,310 SH	Decreased-410 SH
GILEAD SCIENCES INC	COM	$1.2M	0.5%Prev: 0.4%	9,837 SH	Increased+2,390 SH
GOLDMAN SACHS GROUP INC	COM	$252K	0.1%	249 SH	New
HOME DEPOT INC	COM	$3.5M	1.3%Prev: 1.8%	9,869 SH	Decreased-1,040 SH
HONEYWELL AEROSPACE INC	COM	$716K	0.3%	3,236 SH	New
ILLINOIS TOOL WKS INC	COM	$592K	0.2%Prev: 0.3%	2,189 SH	Increased-62 SH
INTEL CORP	COM	$2.7M	1.0%Prev: 0.2%	19,095 SH	Increased-2,009 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.0M	0.4%Prev: 0.5%	3,727 SH	Decreased+160 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$481K	0.2%Prev: 0.4%	2,260 SH	Decreased-2,960 SH
INVESCO QQQ TR	UNIT SER 1	$5.6M	2.1%Prev: 2.0%	7,649 SH	Increased-319 SH
ISHARES TR	CORE S&P MCP ETF	$6.6M	2.5%Prev: 2.4%	85,619 SH	Increased-745 SH
ISHARES TR	CORE S&P SCP ETF	$6.0M	2.3%Prev: 2.0%	40,453 SH	Increased+680 SH
ISHARES TR	CORE S&P500 ETF	$638K	0.2%Prev: 0.2%	852 SH	Increased-17 SH
ISHARES TR	ESG AWR MSCI USA	$229K	0.1%	1,400 SH	New
ISHARES TR	MSCI EAFE ETF	$3.8M	1.4%Prev: 1.1%	36,265 SH	Increased+9,056 SH
ISHARES TR	RUSSELL 2000 ETF	$369K	0.1%Prev: 0.1%	1,228 SH	Increased
ISHARES TR	SELECT DIVID ETF	$742K	0.3%Prev: 0.3%	4,745 SH	Increased-203 SH
ISHARES TR	US CONSUM DISCRE	$355K	0.1%Prev: 0.2%	3,512 SH	Increased
JOHNSON & JOHNSON	COM	$2.6M	1.0%Prev: 0.7%	10,166 SH	Increased-368 SH
JPMORGAN CHASE & CO	COM	$7.7M	2.9%	23,408 SH	New
KIMBERLY-CLARK CORP	COM	$541K	0.2%Prev: 0.3%	4,931 SH	Decreased-1,007 SH
L3HARRIS TECHNOLOGIES INC	COM	$632K	0.2%Prev: 0.3%	2,175 SH	Increased-186 SH
LAM RESEARCH CORP	COM NEW	$420K	0.2%	969 SH	New
LOCKHEED MARTIN CORP	COM	$2.3M	0.9%Prev: 1.0%	4,545 SH	Increased-152 SH
LOWES COS INC	COM	$697K	0.3%Prev: 0.3%	3,162 SH	Decreased-263 SH
MARATHON PETE CORP	COM	$769K	0.3%Prev: 0.2%	3,006 SH	Increased-235 SH
MARRIOTT INTL INC NEW	CL A	$1.0M	0.4%Prev: 0.4%	2,706 SH	Increased-265 SH
MASTERCARD INCORPORATED	CL A	$3.9M	1.5%Prev: 2.0%	7,553 SH	Decreased-358 SH
MCDONALDS CORP	COM	$2.3M	0.9%Prev: 1.1%	8,379 SH	Decreased-234 SH
MERCK & CO INC	COM	$1.1M	0.4%Prev: 0.3%	8,547 SH	Increased+255 SH
META PLATFORMS INC	CL A	$3.5M	1.3%Prev: 2.1%	6,164 SH	Decreased-59 SH
METLIFE INC	COM	$997K	0.4%Prev: 0.8%	11,785 SH	Decreased-9,103 SH
MICROCHIP TECHNOLOGY INC.	COM	$836K	0.3%Prev: 0.3%	9,166 SH	Increased-255 SH
MICROSOFT CORP	COM	$9.8M	3.7%Prev: 6.1%	26,238 SH	Decreased-922 SH
MONDELEZ INTL INC	CL A	$856K	0.3%Prev: 0.5%	14,801 SH	Decreased-1,561 SH
NEXTERA ENERGY INC	COM	$3.1M	1.2%Prev: 1.1%	35,223 SH	Increased-157 SH
NORFOLK SOUTHN CORP	COM	$238K	0.1%	755 SH	New
NORTHROP GRUMMAN CORP	COM	$594K	0.2%Prev: 0.3%	1,167 SH	Decreased-61 SH
NRG ENERGY INC	COM NEW	$1.2M	0.5%Prev: 0.6%	8,219 SH	Decreased-436 SH
NVIDIA CORPORATION	COM	$7.0M	2.6%Prev: 2.7%	34,769 SH	Increased-2,226 SH
NVR INC	COM	$382K	0.1%Prev: 0.2%	56 SH	Decreased-3 SH
NXP SEMICONDUCTORS N V	COM	$692K	0.3%Prev: 0.2%	2,463 SH	Increased+789 SH
OMEGA HEALTHCARE INVS INC	COM	$460K	0.2%Prev: 0.3%	9,652 SH	Decreased-5,970 SH
ONEOK INC NEW	COM	$626K	0.2%Prev: 0.3%	7,202 SH	Increased-3 SH
ORACLE CORP	COM	$1.2M	0.5%Prev: 0.9%	8,387 SH	Decreased-730 SH
PACKAGING CORP AMER	COM	$229K	0.1%	963 SH	New
PAYCHEX INC	COM	$943K	0.4%Prev: 0.7%	9,595 SH	Decreased-890 SH
PEPSICO INC	COM	$1.1M	0.4%Prev: 0.5%	8,068 SH	Decreased-376 SH
PFIZER INC	COM	$752K	0.3%Prev: 0.4%	31,225 SH	Decreased-5,040 SH
PHILIP MORRIS INTL INC	COM	$3.5M	1.3%Prev: 1.6%	19,101 SH	Decreased-167 SH
PHILLIPS 66	COM	$394K	0.1%Prev: 0.1%	2,333 SH	Increased-100 SH
PNC FINL SVCS GROUP INC	COM	$822K	0.3%Prev: 0.3%	3,337 SH	Increased-150 SH
PPL CORP	COM	$218K	0.1%Prev: 0.1%	5,989 SH	Increased-372 SH
PROCTER & GAMBLE CO	COM	$1.8M	0.7%	12,486 SH	New
PROGRESSIVE CORP	COM	$4.0M	1.5%Prev: 2.0%	18,361 SH	Decreased+1,433 SH
PROLOGIS INC.	COM	$208K	0.1%	1,535 SH	New
PULTE GROUP INC	COM	$1.2M	0.5%Prev: 0.4%	8,900 SH	Increased+903 SH
QUALCOMM INC	COM	$565K	0.2%Prev: 0.1%	3,057 SH	Increased+1,045 SH
RTX CORPORATION	COM	$1.9M	0.7%Prev: 0.7%	10,093 SH	Increased-554 SH
SALESFORCE INC	COM	$222K	0.1%Prev: 0.2%	1,419 SH	Decreased-548 SH
SCHWAB CHARLES CORP	COM	$541K	0.2%	5,858 SH	New
SHELL PLC	SPON ADS	$361K	0.1%Prev: 0.2%	4,654 SH	Increased-303 SH
SHERWIN WILLIAMS CO	COM	$968K	0.4%Prev: 0.4%	2,812 SH	Increased
SOUTHERN CO	COM	$229K	0.1%Prev: 0.1%	2,389 SH	Increased+8 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$3.9M	1.5%	7,527 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.3M	1.6%	5,727 SH	New
STEEL DYNAMICS INC	COM	$2.9M	1.1%Prev: 0.8%	12,751 SH	Increased-196 SH
STRYKER CORPORATION	COM	$409K	0.2%Prev: 0.2%	1,298 SH	Decreased
SYNCHRONY FINANCIAL	COM	$604K	0.2%Prev: 0.1%	7,942 SH	Increased+3,435 SH
TERADYNE INC	COM	$437K	0.2%	903 SH	New
TESLA INC	COM	$2.0M	0.7%Prev: 0.6%	4,639 SH	Increased+323 SH
TEXAS INSTRS INC	COM	$2.3M	0.9%Prev: 0.8%	7,883 SH	Increased-218 SH
TEXTRON INC	COM	$220K	0.1%Prev: 0.1%	2,401 SH	Decreased-901 SH
THE CIGNA GROUP	COM	$742K	0.3%Prev: 0.4%	2,692 SH	Decreased+115 SH
TJX COS INC NEW	COM	$361K	0.1%Prev: 0.1%	2,381 SH	Increased-7 SH
TORONTO DOMINION BK ONT	COM NEW	$782K	0.3%Prev: 0.2%	6,440 SH	Increased-119 SH
TRANE TECHNOLOGIES PLC	SHS	$228K	0.1%	465 SH	New
UNION PAC CORP	COM	$1.0M	0.4%Prev: 0.4%	3,710 SH	Increased-103 SH
UNITEDHEALTH GROUP INC	COM	$2.6M	1.0%Prev: 0.9%	6,358 SH	Increased+85 SH
US BANCORP	COM NEW	$352K	0.1%	5,836 SH	New
VALERO ENERGY CORP	COM	$1.9M	0.7%Prev: 0.5%	7,393 SH	Increased-215 SH
VANGUARD INDEX FDS	MID CAP ETF	$287K	0.1%Prev: 0.1%	3,564 SH	Increased+2,638 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.2M	1.2%Prev: 1.2%	8,563 SH	Increased+161 SH
VANGUARD INDEX FDS	VALUE ETF	$372K	0.1%Prev: 0.2%	1,707 SH	Increased-364 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.5M	0.6%Prev: 0.4%	25,536 SH	Increased+6,314 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$209K	0.1%	2,932 SH	New
VERIZON COMMUNICATIONS INC	COM	$848K	0.3%Prev: 0.5%	20,028 SH	Decreased-3,548 SH
VISA INC	COM CL A	$2.1M	0.8%Prev: 0.9%	6,228 SH	Increased+527 SH
WALMART INC	COM	$1.6M	0.6%Prev: 0.5%	14,072 SH	Increased+1,838 SH
WASTE CONNECTIONS INC	COM	$250K	0.1%Prev: 0.1%	1,500 SH	Decreased
WEC ENERGY GROUP INC	COM	$400K	0.2%Prev: 0.2%	3,427 SH	Decreased-414 SH

Sold (vs prior filing)

ABBOTT LABS — $834K
AIR PRODS & CHEMS INC — $670K
BANK AMERICA CORP — $2.0M
CHEVRON CORP NEW — $1.7M
COSTCO WHSL CORP NEW — $5.2M
DELTA AIR LINES INC DEL — $348K
DIGITAL RLTY TR INC — $216K
ELEVANCE HEALTH INC — $1.6M
HONEYWELL INTL INC — $1.6M
ISHARES TR — $449K
ISHARES TR — $221K
ISHARES TR — $275K
ISHARES TR — $419K
JPMORGAN CHASE & CO. — $7.0M
MEDTRONIC PLC — $289K
PALANTIR TECHNOLOGIES INC — $201K
PROCTER AND GAMBLE CO — $2.2M
REGENCELL BIOSCIENCE HLDGS L — $187K
SPDR DOW JONES INDL AVERAGE — $3.2M
SPDR S&P 500 ETF TR — $3.1M
… and 2 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