Greenfield Savings Bank

CIK: 0001940406SEC EDGAR →

Portfolio Value

$237.7M

Holdings

141

As of

Q4 2025

New Positions

8

Closed Positions

4

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

65,089$17.7M
7.44%
2

MICROSOFT CORP

26,343$12.7M
5.36%
3

ALPHABET INC

25,596$8.0M
3.38%
4

JPMORGAN CHASE & CO.

23,526$7.6M
3.19%
5

NVIDIA CORPORATION

35,716$6.7M
2.80%
6

AMAZON COM INC

24,535$5.7M
2.38%
7

ISHARES TR

84,339$5.6M
2.34%
8

ALPHABET INC

16,623$5.2M
2.19%
9

ISHARES TR

39,755$4.8M
2.01%
10

INVESCO QQQ TR

7,771$4.8M
2.01%

Quarterly Changes

Top Buys

ORCL↑ Increased
$691K
EFA↑ Increased
$458K
CSCO↑ Increased
$344K
BMY↑ Increased
$334K
LLY↑ Increased
$276K

Top Sells

GOOG↓ Decreased
$1.7M
MSFT↓ Decreased
$1.1M
GOOGL↓ Decreased
$1.1M
HD↓ Decreased
$907K
AAPL↓ Decreased
$886K

Closed Positions (8)

$476K · 21K shares
$425K · 19K shares
$295K · 13K shares
$230K · 9K shares
$226K · 1K shares
$210K · 2K shares
$201K · 2K shares
$127K · 13K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services33$62.4M26.3%
Technology21$55.3M23.3%
Communication Services5$19.4M8.2%
Industrials21$19.2M8.1%
Healthcare14$18.9M8.0%
Consumer Cyclical11$17.9M7.5%
Unknown8$13.0M5.5%
Consumer Defensive8$12.6M5.3%
Energy9$8.5M3.6%
Utilities6$5.3M2.2%
Basic Materials3$3.7M1.5%
Real Estate2$1.5M0.6%