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: $264.4M147 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$594K	0.2%	6,012 SH	New
ABBVIE INC	COM	$4.7M	1.8%Prev: 1.8%	17,997 SH	Increased-239 SH
ADOBE INC	COM	$271K	0.1%Prev: 0.2%	1,131 SH	Decreased-386 SH
ADVANCED MICRO DEVICES INC	COM	$2.3M	0.9%Prev: 0.3%	3,698 SH	Increased-72 SH
AFLAC INC	COM	$291K	0.1%Prev: 0.1%	2,600 SH	Increased
AIR PRODUCTS AND CHEMICALS I	COM	$647K	0.2%	2,325 SH	New
ALLSTATE CORP	COM	$542K	0.2%Prev: 0.2%	2,442 SH	Decreased-267 SH
ALPHABET INC	CAP STK CL A	$5.7M	2.1%Prev: 1.7%	16,440 SH	Increased-584 SH
ALPHABET INC	CAP STK CL C	$8.5M	3.2%Prev: 2.7%	24,973 SH	Increased-900 SH
ALTRIA GROUP INC	COM	$716K	0.3%Prev: 0.3%	10,630 SH	Decreased-1,075 SH
AMAZON COM INC	COM	$6.0M	2.3%Prev: 2.3%	24,187 SH	Increased-408 SH
AMERICAN EXPRESS CO	COM	$3.8M	1.5%Prev: 1.8%	12,641 SH	Decreased-377 SH
AMGEN INC	COM	$1.3M	0.5%Prev: 0.4%	3,017 SH	Increased-91 SH
APPLE INC	COM	$21.3M	8.1%Prev: 7.1%	63,979 SH	Increased-2,036 SH
APPLIED MATLS INC	COM	$5.4M	2.1%Prev: 1.0%	10,624 SH	Increased-500 SH
ARK ETF TR	INNOVATION ETF	$208K	0.1%Prev: 0.1%	2,330 SH	Increased
AT&T INC	COM	$712K	0.3%Prev: 0.4%	29,162 SH	Decreased-3,774 SH
AUTOMATIC DATA PROCESSING IN	COM	$504K	0.2%Prev: 0.2%	1,952 SH	Decreased
BANK OF AMER CORP	COM	$2.3M	0.9%	42,279 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	Decreased-35 SH
BLACKROCK INC	COM	$1.4M	0.5%Prev: 0.7%	1,356 SH	Decreased-40 SH
BRISTOL-MYERS SQUIBB CO	COM	$2.0M	0.8%Prev: 0.6%	32,356 SH	Increased+121 SH
BROADCOM INC	COM	$1.5M	0.6%Prev: 0.6%	4,354 SH	Increased+66 SH
CAPITAL ONE FINL CORP	COM	$479K	0.2%Prev: 0.2%	2,479 SH	Decreased-121 SH
CATERPILLAR INC	COM	$5.2M	2.0%Prev: 1.3%	6,378 SH	Increased-250 SH
CBRE GROUP INC	CL A	$772K	0.3%Prev: 0.4%	6,008 SH	Decreased-60 SH
CHARLES SCHWAB CORP (THE)	COM	$541K	0.2%	5,531 SH	New
CHEVRON CORPORATION	COM	$2.4M	0.9%	11,531 SH	New
CHUBB LIMITED	COM	$820K	0.3%Prev: 0.3%	2,522 SH	Increased+10 SH
CISCO SYS INC	COM	$3.8M	1.4%Prev: 1.0%	35,307 SH	Increased+848 SH
CITIGROUP INC	COM NEW	$538K	0.2%Prev: 0.2%	4,152 SH	Increased-231 SH
COCA COLA CO	COM	$2.2M	0.8%Prev: 0.7%	25,789 SH	Increased+901 SH
COLGATE PALMOLIVE CO	COM	$204K	0.1%	2,393 SH	New
COMCAST CORP NEW	CL A	$844K	0.3%Prev: 0.6%	38,787 SH	Decreased-6,088 SH
CONOCOPHILLIPS	COM	$1.1M	0.4%Prev: 0.4%	9,173 SH	Increased+155 SH
CORNING INC	COM	$208K	0.1%	1,350 SH	New
COSTCO WHOLESALE CORPORATION	COM	$4.5M	1.7%	4,948 SH	New
CSX CORP	COM	$672K	0.3%Prev: 0.2%	14,441 SH	Increased+126 SH
CUMMINS INC	COM	$442K	0.2%Prev: 0.2%	856 SH	Increased
CVS HEALTH CORP	COM	$699K	0.3%Prev: 0.4%	8,156 SH	Decreased-2,883 SH
DEERE & CO	COM	$203K	0.1%	303 SH	New
DELTA AIR LINES INC	COM NEW	$904K	0.3%	10,826 SH	New
DUKE ENERGY CORP NEW	COM NEW	$1.3M	0.5%Prev: 0.6%	11,052 SH	Decreased-672 SH
EATON CORP PLC	SHS	$1.2M	0.4%Prev: 0.5%	2,761 SH	Increased-119 SH
EBAY INC.	COM	$749K	0.3%Prev: 0.2%	7,067 SH	Increased+762 SH
ELEVANCE HEALTH INC FORMERLY	COM	$1.1M	0.4%Prev: 0.5%	2,937 SH	Increased-381 SH
ELI LILLY & CO	COM	$1.0M	0.4%Prev: 0.3%	868 SH	Increased+8 SH
EMCOR GROUP INC	COM	$578K	0.2%Prev: 0.2%	766 SH	Increased
EMERSON ELEC CO	COM	$921K	0.3%Prev: 0.3%	5,940 SH	Increased-75 SH
EOG RES INC	COM	$456K	0.2%Prev: 0.2%	3,310 SH	Increased-496 SH
EXELON CORP	COM	$201K	0.1%Prev: 0.1%	4,964 SH	Decreased-631 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$3.5M	1.3%	21,527 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$208K	0.1%Prev: 0.1%	2,219 SH	Increased
FLEXSHARES TR	NORTHERN TR MOR	$1.5M	0.6%	5,460 SH	New
FORTINET INC	COM	$2.3M	0.9%Prev: 0.5%	12,600 SH	Increased-1,156 SH
GARMIN LTD	SHS	$988K	0.4%Prev: 0.4%	3,443 SH	Increased-188 SH
GE AEROSPACE	COM NEW	$618K	0.2%Prev: 0.3%	1,979 SH	Increased
GE VERNOVA INC	COM	$411K	0.2%Prev: 0.1%	432 SH	Increased-94 SH
GENERAL DYNAMICS CORP	COM	$479K	0.2%Prev: 0.2%	1,445 SH	Decreased
GENUINE PARTS CO	COM	$273K	0.1%Prev: 0.1%	2,175 SH	Decreased-239 SH
GILEAD SCIENCES INC	COM	$1.5M	0.6%Prev: 0.4%	10,138 SH	Increased+1,282 SH
GOLDMAN SACHS GROUP INC	COM	$224K	0.1%Prev: 0.1%	249 SH	Increased-29 SH
HOME DEPOT INC	COM	$2.7M	1.0%Prev: 1.9%	9,662 SH	Decreased-1,448 SH
HONEYWELL INTL INC	COM	$658K	0.2%Prev: 0.6%	3,119 SH	Decreased-3,811 SH
ILLINOIS TOOL WKS INC	COM	$554K	0.2%Prev: 0.3%	2,154 SH	Decreased-315 SH
INTEL CORP	COM	$2.3M	0.9%Prev: 0.3%	19,340 SH	Increased-410 SH
INTERNATIONAL BUSINESS MACHS	COM	$818K	0.3%Prev: 0.4%	3,720 SH	Decreased+165 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$449K	0.2%Prev: 0.4%	2,160 SH	Decreased-2,723 SH
INVESCO QQQ TR	UNIT SER 1	$5.4M	2.1%Prev: 2.0%	7,334 SH	Increased-545 SH
ISHARES TR	CORE S&P MCP ETF	$6.1M	2.3%Prev: 2.4%	85,406 SH	Increased-1,620 SH
ISHARES TR	CORE S&P SCP ETF	$5.5M	2.1%Prev: 2.0%	40,366 SH	Increased+441 SH
ISHARES TR	CORE S&P500 ETF	$761K	0.3%Prev: 0.2%	994 SH	Increased+142 SH
ISHARES TR	ESG AWR MSCI USA	$287K	0.1%	1,720 SH	New
ISHARES TR	MSCI EAFE ETF	$3.9M	1.5%Prev: 1.2%	37,358 SH	Increased+7,957 SH
ISHARES TR	RUSSELL 2000 ETF	$341K	0.1%Prev: 0.1%	1,228 SH	Increased
ISHARES TR	SELECT DIVID ETF	$676K	0.3%Prev: 0.3%	4,445 SH	Decreased-675 SH
ISHARES TR	US CONSUM DISCRE	$333K	0.1%Prev: 0.2%	3,512 SH	Decreased
JOHNSON & JOHNSON	COM	$2.7M	1.0%Prev: 0.8%	10,131 SH	Increased-347 SH
JPMORGAN CHASE & CO	COM	$7.7M	2.9%	23,305 SH	New
KIMBERLY-CLARK CORP	COM	$477K	0.2%Prev: 0.3%	4,893 SH	Decreased-545 SH
L3HARRIS TECHNOLOGIES INC	COM	$468K	0.2%Prev: 0.3%	1,975 SH	Decreased-367 SH
LAM RESEARCH CORP	COM NEW	$422K	0.2%	1,286 SH	New
LOCKHEED MARTIN CORP	COM	$2.3M	0.9%Prev: 1.0%	4,451 SH	Decreased-200 SH
LOWES COS INC	COM	$583K	0.2%Prev: 0.3%	3,162 SH	Decreased-139 SH
MARATHON PETE CORP	COM	$1.2M	0.4%Prev: 0.3%	3,006 SH	Increased-181 SH
MARRIOTT INTL INC NEW	CL A	$959K	0.4%Prev: 0.3%	2,697 SH	Increased-190 SH
MASTERCARD INCORPORATED	CL A	$4.2M	1.6%Prev: 1.9%	7,528 SH	Decreased-258 SH
MCDONALDS CORP	COM	$1.9M	0.7%Prev: 1.1%	8,189 SH	Decreased-419 SH
MERCK & CO INC	COM	$1.3M	0.5%Prev: 0.3%	8,945 SH	Increased+1,109 SH
META PLATFORMS INC	CL A	$4.5M	1.7%Prev: 1.9%	6,170 SH	Decreased+44 SH
METLIFE INC	COM	$1.1M	0.4%Prev: 0.5%	11,283 SH	Decreased-3,004 SH
MICROCHIP TECHNOLOGY INC.	COM	$700K	0.3%Prev: 0.3%	9,006 SH	Increased-415 SH
MICRON TECHNOLOGY INC	COM	$336K	0.1%	315 SH	New
MICROSOFT CORP	COM	$13.5M	5.1%Prev: 5.8%	26,355 SH	Decreased-400 SH
MONDELEZ INTL INC	CL A	$834K	0.3%Prev: 0.4%	14,429 SH	Decreased-498 SH
NEXTERA ENERGY INC	COM	$2.6M	1.0%Prev: 1.1%	34,358 SH	Decreased-1,224 SH
NORFOLK SOUTHN CORP	COM	$233K	0.1%Prev: 0.1%	755 SH	Increased+4 SH
NORTHROP GRUMMAN CORP	COM	$531K	0.2%Prev: 0.3%	1,098 SH	Decreased-101 SH
NRG ENERGY INC	COM NEW	$823K	0.3%Prev: 0.6%	8,607 SH	Decreased+412 SH
NVIDIA CORPORATION	COM	$7.8M	3.0%Prev: 2.9%	34,253 SH	Increased-2,099 SH
NVR INC	COM	$345K	0.1%Prev: 0.2%	56 SH	Decreased-3 SH
NXP SEMICONDUCTORS N V	COM	$583K	0.2%Prev: 0.2%	2,456 SH	Increased+655 SH
OMEGA HEALTHCARE INVS INC	COM	$434K	0.2%Prev: 0.2%	9,381 SH	Decreased-2,272 SH
ONEOK INC NEW	COM	$617K	0.2%Prev: 0.2%	7,241 SH	Increased-36 SH
ORACLE CORP	COM	$1.1M	0.4%Prev: 1.0%	8,113 SH	Decreased-353 SH
PACKAGING CORP AMER	COM	$221K	0.1%Prev: 0.1%	963 SH	Decreased-75 SH
PAYCHEX INC	COM	$922K	0.3%Prev: 0.6%	9,357 SH	Decreased-1,128 SH
PEPSICO INC	COM	$1.0M	0.4%Prev: 0.5%	8,018 SH	Decreased-322 SH
PFIZER INC	COM	$883K	0.3%Prev: 0.4%	30,965 SH	Decreased-4,570 SH
PHILIP MORRIS INTL INC	COM	$3.6M	1.4%Prev: 1.3%	18,937 SH	Increased-313 SH
PHILLIPS 66	COM	$596K	0.2%Prev: 0.1%	2,333 SH	Increased-75 SH
PNC FINL SVCS GROUP INC	COM	$733K	0.3%Prev: 0.3%	3,300 SH	Increased-192 SH
PROCTER & GAMBLE CO	COM	$2.3M	0.9%	16,077 SH	New
PROGRESSIVE CORP	COM	$3.8M	1.4%Prev: 1.9%	18,333 SH	Decreased+411 SH
PROLOGIS INC.	COM	$226K	0.1%	1,743 SH	New
PULTE GROUP INC	COM	$1.0M	0.4%Prev: 0.5%	9,019 SH	Decreased+764 SH
QUALCOMM INC	COM	$596K	0.2%Prev: 0.2%	3,239 SH	Increased+576 SH
RTX CORPORATION	COM	$1.9M	0.7%Prev: 0.7%	10,093 SH	Increased-475 SH
SHELL PLC	SPON ADS	$442K	0.2%Prev: 0.1%	4,654 SH	Increased-225 SH
SHERWIN WILLIAMS CO	COM	$909K	0.3%Prev: 0.4%	2,812 SH	Decreased
STATE STR SPDR DOW JONES IND	UT SER 1	$3.8M	1.4%	7,498 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.4M	1.6%	5,710 SH	New
STEEL DYNAMICS INC	COM	$2.8M	1.1%Prev: 0.8%	12,742 SH	Increased-215 SH
STRYKER CORPORATION	COM	$357K	0.1%Prev: 0.2%	1,298 SH	Decreased
SYNCHRONY FINANCIAL	COM	$582K	0.2%Prev: 0.2%	8,203 SH	Increased+1,692 SH
TERADYNE INC	COM	$362K	0.1%	903 SH	New
TESLA INC	COM	$1.6M	0.6%Prev: 0.8%	4,528 SH	Decreased+138 SH
TEXAS INSTRS INC	COM	$2.2M	0.8%Prev: 0.6%	7,883 SH	Increased-195 SH
THE CIGNA GROUP	COM	$802K	0.3%Prev: 0.3%	2,951 SH	Increased+443 SH
TJX COS INC NEW	COM	$315K	0.1%Prev: 0.1%	2,381 SH	Decreased
TORONTO DOMINION BK ONT	COM NEW	$745K	0.3%Prev: 0.2%	6,335 SH	Increased-219 SH
TRANE TECHNOLOGIES PLC	SHS	$207K	0.1%	457 SH	New
TRAVELERS COMPANIES INC	COM	$206K	0.1%	579 SH	New
UNION PAC CORP	COM	$995K	0.4%Prev: 0.4%	3,655 SH	Increased-109 SH
UNITEDHEALTH GROUP INC	COM	$2.3M	0.9%Prev: 1.0%	6,377 SH	Decreased-582 SH
US BANCORP	COM NEW	$339K	0.1%	5,867 SH	New
VALERO ENERGY CORP	COM	$2.9M	1.1%Prev: 0.5%	7,356 SH	Increased-153 SH
VANGUARD INDEX FDS	MRNGSTR MID CAP	$279K	0.1%	3,564 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$3.3M	1.2%	8,692 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$369K	0.1%	1,707 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.6M	0.6%Prev: 0.4%	26,389 SH	Increased+6,743 SH
VERIZON COMMUNICATIONS INC	COM	$886K	0.3%Prev: 0.4%	19,306 SH	Decreased-2,747 SH
VISA INC	COM CL A	$2.2M	0.8%Prev: 0.9%	6,254 SH	Increased+303 SH
WALMART INC	COM	$1.5M	0.6%Prev: 0.6%	14,331 SH	Increased+1,576 SH
WASTE CONNECTIONS INC	COM	$231K	0.1%Prev: 0.1%	1,500 SH	Decreased
WEC ENERGY GROUP INC	COM	$335K	0.1%Prev: 0.2%	3,327 SH	Decreased-627 SH

Sold (vs prior filing)

ABBOTT LABS — $815K
ACCENTURE PLC IRELAND — $452K
AIR PRODS & CHEMS INC — $648K
BANK AMERICA CORP — $2.2M
CHEVRON CORP NEW — $1.8M
CHIPOTLE MEXICAN GRILL INC — $286K
COSTCO WHSL CORP NEW — $5.0M
DELTA AIR LINES INC DEL — $517K
DNP SELECT INCOME FD INC — $127K
EXXON MOBIL CORP — $2.4M
FLEXSHARES TR — $1.3M
ISHARES TR — $476K
ISHARES TR — $230K
ISHARES TR — $295K
ISHARES TR — $425K
JPMORGAN CHASE & CO. — $7.5M
MEDTRONIC PLC — $210K
PALANTIR TECHNOLOGIES INC — $345K
PPL CORP — $237K
PROCTER AND GAMBLE CO — $2.0M
… and 10 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