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Greenfield Savings Bank Portfolio
$264.4M across 147 positions as of 2026-09-30, with 33% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+14.0%
-0.5% a year vs the S&P 500
3 years
+18.2%
-3.1% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
4 of 17
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.3% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +14.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.1% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.6% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +6.4% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.0% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.9% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAPLApple Inc | $21.3M | 8.1% | 63,979 |
| MSFTMicrosoft Corp | $13.5M | 5.1% | 26,355 |
| GOOGAlphabet Inc | $8.5M | 3.2% | 24,973 |
| NVDANVIDIA Corp | $7.8M | 3.0% | 34,253 |
| JPMJPMorgan Chase & Co | $7.7M | 2.9% | 23,305 |
| IJHiShares Core S&P Mid-Cap ETF | $6.1M | 2.3% | 85,406 |
| AMZNAmazon.com Inc | $6M | 2.3% | 24,187 |
| GOOGLAlphabet Inc | $5.7M | 2.1% | 16,440 |
| IJRiShares Core S&P Small-Cap ETF | $5.5M | 2.1% | 40,366 |
| AMATApplied Materials Inc | $5.4M | 2.1% | 10,624 |
| QQQInvesco QQQ Trust, Series 1 | $5.4M | 2.1% | 7,334 |
| CATCaterpillar Inc | $5.2M | 2.0% | 6,378 |
| ABBVAbbVie Inc | $4.7M | 1.8% | 17,997 |
| COSTCostco Wholesale Corp | $4.5M | 1.7% | 4,948 |
| METAMeta Platforms Inc | $4.5M | 1.7% | 6,170 |
| SPYState Street SPDR S&P 500 ETF Trust | $4.4M | 1.6% | 5,710 |
| MAMastercard Inc | $4.2M | 1.6% | 7,528 |
| EFAiShares MSCI EAFE ETF | $3.9M | 1.5% | 37,358 |
| AXPAmerican Express Co | $3.8M | 1.5% | 12,641 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $3.8M | 1.4% | 7,498 |
| PGRProgressive Corp | $3.8M | 1.4% | 18,333 |
| CSCOCisco Systems Inc | $3.8M | 1.4% | 35,307 |
| PMPhilip Morris International Inc | $3.6M | 1.4% | 18,937 |
| XOMExxonmobil Holdings Corp | $3.5M | 1.3% | 21,527 |
| VTIVanguard Total Stock Market ETF | $3.3M | 1.2% | 8,692 |
| VLOValero Energy Corp | $2.9M | 1.1% | 7,356 |
| STLDSteel Dynamics Inc | $2.8M | 1.1% | 12,742 |
| HDHome Depot Inc | $2.7M | 1.0% | 9,662 |
| JNJJohnson & Johnson | $2.7M | 1.0% | 10,131 |
| NEENextera Energy Inc | $2.6M | 1.0% | 34,358 |
| CVXChevron Corp | $2.4M | 0.9% | 11,531 |
| UNHUnitedHealth Group Inc | $2.3M | 0.9% | 6,377 |
| PGProcter & Gamble Co | $2.3M | 0.9% | 16,077 |
| INTCIntel Corp | $2.3M | 0.9% | 19,340 |
| BACBank of America Corp | $2.3M | 0.9% | 42,279 |
| LMTLockheed Martin Corp | $2.3M | 0.9% | 4,451 |
| AMDAdvanced Micro Devices Inc | $2.3M | 0.9% | 3,698 |
| FTNTFortinet Inc | $2.3M | 0.9% | 12,600 |
| VVisa Inc | $2.2M | 0.8% | 6,254 |
| KOCoca-Cola Co | $2.2M | 0.8% | 25,789 |
| TXNTexas Instruments Inc | $2.2M | 0.8% | 7,883 |
| BMYBristol-Myers Squibb Co | $2M | 0.8% | 32,356 |
| MCDMcDonald's Corp | $1.9M | 0.7% | 8,189 |
| RTXRTX Corp | $1.9M | 0.7% | 10,093 |
| TSLATesla Inc | $1.6M | 0.6% | 4,528 |
| VWOVanguard FTSE Emerging Markets ETF | $1.6M | 0.6% | 26,389 |
| BRK.BBerkshire Hathaway Inc | $1.6M | 0.6% | 3,129 |
| AVGOBroadcom Inc | $1.5M | 0.6% | 4,354 |
| FLEXSHARES TR | $1.5M | 0.6% | 5,460 |
| GILDGilead Sciences, Inc | $1.5M | 0.6% | 10,138 |
| WMTWalmart Inc | $1.5M | 0.6% | 14,331 |
| BLKBlackRock Inc | $1.4M | 0.5% | 1,356 |
| MRKMerck & Co Inc | $1.3M | 0.5% | 8,945 |
| AMGNAmgen Inc | $1.3M | 0.5% | 3,017 |
| DUKDuke Energy Corp | $1.3M | 0.5% | 11,052 |
| MPCMarathon Petroleum Corp | $1.2M | 0.4% | 3,006 |
| EATON CORP PLC | $1.2M | 0.4% | 2,761 |
| COPConocoPhillips | $1.1M | 0.4% | 9,173 |
| ELVElevance Health Inc | $1.1M | 0.4% | 2,937 |
| ORCLOracle Corp | $1.1M | 0.4% | 8,113 |
| METMetLife Inc | $1.1M | 0.4% | 11,283 |
| PHMPultegroup Inc | $1M | 0.4% | 9,019 |
| PEPPepsiCo Inc | $1M | 0.4% | 8,018 |
| LLYEli Lilly and Co | $1M | 0.4% | 868 |
| UNPUnion Pacific Corp | $994.6K | 0.4% | 3,655 |
| GARMIN LTD | $987.6K | 0.4% | 3,443 |
| MARMarriott International Inc | $959.2K | 0.4% | 2,697 |
| PAYXPaychex Inc | $921.7K | 0.3% | 9,357 |
| EMREmerson Electric Co | $921.3K | 0.3% | 5,940 |
| SHWSherwin-Williams Co | $909K | 0.3% | 2,812 |
| DALDelta Air Lines Inc | $903.5K | 0.3% | 10,826 |
| VZVerizon Communications Inc | $885.6K | 0.3% | 19,306 |
| PFEPfizer Inc | $883.1K | 0.3% | 30,965 |
| CMCSAComcast Corp | $844K | 0.3% | 38,787 |
| MDLZMondelez International Inc | $834.3K | 0.3% | 14,429 |
| NRGNRG Energy Inc | $823.3K | 0.3% | 8,607 |
| CHUBB LIMITED | $820.3K | 0.3% | 2,522 |
| IBMInternational Business Machines Corp | $818.1K | 0.3% | 3,720 |
| CICigna Group | $802.2K | 0.3% | 2,951 |
| CBRECBRE Group Inc | $771.8K | 0.3% | 6,008 |
| IVViShares Core S&P 500 ETF | $761.3K | 0.3% | 994 |
| EBAYeBay Inc | $749.5K | 0.3% | 7,067 |
| TDToronto-Dominion Bank | $744.6K | 0.3% | 6,335 |
| PNCPNC Financial Services Group Inc | $733.5K | 0.3% | 3,300 |
| MOAltria Group Inc | $715.8K | 0.3% | 10,630 |
| TAT&T Inc | $711.6K | 0.3% | 29,162 |
| MCHPMicrochip Technology Inc | $700.4K | 0.3% | 9,006 |
| CVSCVS Health Corp | $698.9K | 0.3% | 8,156 |
| DVYISHARES TR | $676K | 0.3% | 4,445 |
| CSXCSX Corp | $671.7K | 0.3% | 14,441 |
| HONHoneywell International Inc | $657.9K | 0.2% | 3,119 |
| APDAir Products and Chemicals Inc | $646.9K | 0.2% | 2,325 |
| GEGeneral Electric Co | $618K | 0.2% | 1,979 |
| OKEONEOK Inc | $617.4K | 0.2% | 7,241 |
| QCOMQualcomm Inc | $596.1K | 0.2% | 3,239 |
| PSXPhillips 66 | $595.6K | 0.2% | 2,333 |
| ABTAbbott Laboratories | $594.2K | 0.2% | 6,012 |
| NXP SEMICONDUCTORS N V | $583.4K | 0.2% | 2,456 |
| LOWLowe's Companies Inc | $582.7K | 0.2% | 3,162 |
| SYFSynchrony Financial | $582.2K | 0.2% | 8,203 |
| EMEEMCOR Group Inc | $577.9K | 0.2% | 766 |
| ITWIllinois Tool Works Inc | $554.2K | 0.2% | 2,154 |
| ALLAllstate Corp | $541.8K | 0.2% | 2,442 |
| SCHWCharles Schwab Corp | $540.6K | 0.2% | 5,531 |
| CCitigroup Inc | $537.6K | 0.2% | 4,152 |
| NOCNorthrop Grumman Corp | $530.9K | 0.2% | 1,098 |
| ADPAutomatic Data Processing Inc | $503.7K | 0.2% | 1,952 |
| GDGeneral Dynamics Corp | $479.5K | 0.2% | 1,445 |
| COFCapital One Financial Corp | $478.6K | 0.2% | 2,479 |
| KMBKimberly-Clark Corp | $476.7K | 0.2% | 4,893 |
| LHXL3Harris Technologies Inc | $467.6K | 0.2% | 1,975 |
| EOGEOG Resources Inc | $456K | 0.2% | 3,310 |
| RSPInvesco S&P 500 Equal Weight ETF | $449.3K | 0.2% | 2,160 |
| SHELShell PLC | $442.4K | 0.2% | 4,654 |
| CMICummins Inc | $442.2K | 0.2% | 856 |
| OHIOmega Healthcare Investors, Inc | $434.4K | 0.2% | 9,381 |
| LRCXLam Research Corp | $422.5K | 0.2% | 1,286 |
| GEVGE Vernova Inc | $410.6K | 0.2% | 432 |
| VTVVanguard Value ETF | $368.8K | 0.1% | 1,707 |
| TERTeradyne Inc | $362K | 0.1% | 903 |
| SYKStryker Corp | $357.5K | 0.1% | 1,298 |
| NVRNVR Inc | $344.6K | 0.1% | 56 |
| IWMiShares Russell 2000 Index Fund | $341.2K | 0.1% | 1,228 |
| USBUS Bancorp | $338.9K | 0.1% | 5,867 |
| MUMicron Technology Inc | $335.5K | 0.1% | 315 |
| WECWEC Energy Group Inc | $335.3K | 0.1% | 3,327 |
| ISHARES TR | $332.9K | 0.1% | 3,512 |
| TJXTJX Companies Inc | $315K | 0.1% | 2,381 |
| AFLAflac Inc | $290.6K | 0.1% | 2,600 |
| ESGUiShares ESG Aware MSCI USA ETF | $286.9K | 0.1% | 1,720 |
| VOVanguard Mid-Cap ETF | $279.5K | 0.1% | 3,564 |
| GPCGenuine Parts Co | $273.5K | 0.1% | 2,175 |
| ADBEAdobe Inc | $271.4K | 0.1% | 1,131 |
| BANK OF NY MELLON CORP | $246.3K | 0.1% | 1,703 |
| NSCNorfolk Southern Corp | $233.3K | 0.1% | 755 |
| WCNWaste Connections, Inc | $230.9K | 0.1% | 1,500 |
| PLDPrologis Inc | $226.3K | 0.1% | 1,743 |
| GSGoldman Sachs Group Inc | $224.2K | 0.1% | 249 |
| PKGPackaging Corp of America | $220.8K | 0.1% | 963 |
| FIRST TR EXCHANGE-TRADED FD | $208.3K | 0.1% | 2,219 |
| ARKKARK Innovation ETF | $207.6K | 0.1% | 2,330 |
| GLWCorning Inc | $207.6K | 0.1% | 1,350 |
| TRANE TECHNOLOGIES PLC | $206.6K | 0.1% | 457 |
| TRVTravelers Companies Inc | $206.4K | 0.1% | 579 |
| CLColgate-Palmolive Co | $204.2K | 0.1% | 2,393 |
| DEDeere & Co | $203.5K | 0.1% | 303 |
| EXCExelon Corp | $200.5K | 0.1% | 4,964 |
Quarter ending 2026-09-30.
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