Q2 2026 13F · SEC CIK 1940406

Greenfield Savings Bank

Bank & trustFiled 2026-07-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $263.7M
Reported positions: 148
Top holdings a year, 3 yrs: +18.4%
Average holding period: 3.8 yrs

Greenfield Savings Bank is a bank & trust that reported 148 positions worth $263.7M in its Q2 2026 13F, filed 2026-07-07. Its largest holdings were Apple Inc (AAPL, 7.1%), Microsoft Corp (MSFT, 3.7%), Alphabet Inc (GOOG, 3.4%). A portfolio copying its top holdings returned 18.4% a year over the last 3 years, against 20.4% for the S&P 500.

Greenfield Savings Bank holdings largest 50 of 148 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Greenfield Savings Bank 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	7.1%	7.0%	64,575	-0.6%	$18.7M
MSFTMicrosoft Corp	3.7%	4.2%	26,238	-0.5%	$9.8M
GOOGAlphabet Inc	3.4%	3.1%	25,071	-1.3%	$8.9M
AMATApplied Matls Inc	2.9%	1.6%	10,632	-0.9%	$7.7M
JPMJpmorgan Chase & Co	2.9%	3.0%	23,408	-0.6%	$7.7M
NVDANvidia Corporation Com	2.6%	2.7%	34,769	-3.0%	$7.0M
CATCaterpillar Inc Com	2.6%	2.0%	6,348	-1.7%	$6.8M
IJHIshares Tr	2.5%	2.5%	85,619	-0.3%	$6.6M
IJRIshares Core S&p Small Cap ETF	2.3%	2.2%	40,453	-0.4%	$6.0M
GOOGLAlphabet Inc	2.3%	2.0%	16,600	-0.1%	$5.9M
AMZNAmazon Com Inc Com	2.2%	2.2%	24,442	+0.0%	$5.8M
QQQInvesco Qqq Tr	2.1%	1.9%	7,649	-0.3%	$5.6M
COSTCostco Whsl Corp New	1.8%	2.1%	4,960	-0.6%	$4.6M
ABBVAbbvie Inc	1.7%	1.7%	18,174	-0.2%	$4.6M
AXPAmerican Express Co Com	1.6%	1.7%	12,756	-0.5%	$4.3M
SPYSpdr S&p 500 ETF Tr	1.6%	1.6%	5,727	+0.8%	$4.3M
CSCOCisco Sys Inc	1.6%	1.2%	34,989	-0.7%	$4.1M
PGRProgressive Corp.	1.5%	1.6%	18,361	-2.1%	$4.0M
DIAState Street Spdr Dow Jones Industrial A	1.5%	1.5%	7,527	+1.3%	$3.9M
MAMastercard Inc.	1.5%	1.6%	7,553	-0.1%	$3.9M
EFAiShs MSCI EAFE	1.4%	1.5%	36,265	+1.3%	$3.8M
HDHome Depot Inc Com	1.3%	1.4%	9,869	-2.8%	$3.5M
METAMeta Platforms Inc Class A	1.3%	1.5%	6,164	-0.3%	$3.5M
PMPhilip Morris Intl Inc Com	1.3%	1.3%	19,101	-0.0%	$3.5M
VTIVanguard Index Fds	1.2%	1.2%	8,563	-0.2%	$3.2M
NEENextera Energy Inc Com	1.2%	1.4%	35,223	-0.2%	$3.1M
XOMExxon Mobil Corp	1.1%	1.6%	21,766	-0.2%	$3.0M
STLDSteel Dynamics, Inc.	1.1%	1.0%	12,751	-0.9%	$2.9M
INTCIntel Corp	1.0%	—	19,095	—	$2.7M
UNHUnitedhealth Group Inc Com	1.0%	0.8%	6,358	-10.9%	$2.6M
JNJJohnson & Johnson	1.0%	1.1%	10,166	+0.0%	$2.6M
BACBank of Amer Corp	0.9%	0.9%	42,135	-0.5%	$2.4M
TXNTexas Instruments Inc	0.9%	0.7%	7,883	-0.1%	$2.3M
LMTLockheed Martin Corp Com	0.9%	1.2%	4,545	+0.0%	$2.3M
MCDMcdonalds Corp Com	0.9%	1.1%	8,379	-0.8%	$2.3M
KOCoca Cola Co	0.8%	0.9%	26,483	-0.4%	$2.2M
VVisa Inc Com Cl A	0.8%	0.8%	6,228	-1.1%	$2.1M
AMDAdvanced Micro Devices Inc	0.8%	—	3,569	—	$2.1M
TSLATesla Inc Com	0.7%	0.7%	4,639	-0.3%	$2.0M
FTNTFortinet Inc	0.7%	—	12,600	—	$1.9M
VLOValero Energy Corp	0.7%	0.8%	7,393	-0.8%	$1.9M
RTXRtx Corporation Com	0.7%	0.8%	10,093	-0.7%	$1.9M
BMYBristol-Myers Squibb Co Com	0.7%	0.9%	32,823	-1.7%	$1.9M
CVXChevron Corp New	0.7%	1.0%	11,367	+0.0%	$1.9M
PGProcter & Gamble Co Com	0.7%	0.8%	12,486	-3.1%	$1.8M
WMTWalmart Inc	0.6%	0.7%	14,072	+0.9%	$1.6M
AVGOBroadcom Inc	0.6%	—	4,191	—	$1.6M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	3,129	+0.0%	$1.6M
VWOVanguard Intl Equity Index F	0.6%	0.6%	25,536	+0.5%	$1.5M
TILTFlexshares Tr	0.6%	0.6%	5,460	-0.7%	$1.5M

What Greenfield Savings Bank bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

UNH Unitedhealth Group Inc Com-10.9% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.6% /yr; S&P 500 +20.1%
3 years: +18.4% /yr; S&P 500 +20.4%
5 years: +13.5% /yr; S&P 500 +15.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$263.7M	148
Q1 2026	$234.5M	143
Q4 2025	$237.7M	141
Q3 2025	$237.0M	149
Q2 2025	$220.4M	145
Q1 2025	$203.9M	145
Q4 2024	$208.6M	146
Q3 2024	$211.0M	148
Q2 2024	$194.5M	147
Q1 2024	$190.2M	149
Q4 2023	$172.8M	143
Q3 2023	$159.3M	143

Questions about Greenfield Savings Bank's portfolio

What stocks does Greenfield Savings Bank own?

Greenfield Savings Bank's latest 13F, for Q2 2026 and filed Jul 7, 2026, lists 148 positions worth $263.7M. The largest are Apple Inc (AAPL) at 7.1%, Microsoft Corp (MSFT) at 3.7%, Alphabet Inc (GOOG) at 3.4%, Applied Matls Inc (AMAT) at 2.9% and Jpmorgan Chase & Co (JPM) at 2.9%.

What did Greenfield Savings Bank buy last quarter?

Greenfield Savings Bank opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did Greenfield Savings Bank sell last quarter?

In Q2 2026, Greenfield Savings Bank cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Duke Energy (DUK), cut from its top 50 Blackrock Inc (BLK), cut from its top 50 Gilead Sciences (GILD) and Unitedhealth Group Inc Com (UNH) (-10.9% shares), compared with its Q1 2026 filing.

How has Greenfield Savings Bank's portfolio performed?

A portfolio copying Greenfield Savings Bank's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.6% against +20.1%. Over 5 years: +13.5% a year against +15.9%.

When is Greenfield Savings Bank's next 13F filing due?

13F filings are due 45 days after each quarter ends. Greenfield Savings Bank's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.