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CIK: 0001940406
Total reported value
$264.4M
$264.4M
148 檔
19.9%
According to the latest 13F quarterly dataset, Greenfield Savings Bank managed an equity portfolio of $264.4M at the end of Q2 2026, spanning 148 distinct U.S. exchange-listed positions.
In Q2 2026, Greenfield Savings Bank adopted a defensive or profit-taking posture, trimming 78 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.09% | +0.97% | -0.55% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.71% | +1.40% | -0.52% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.36% | -0.14% | -1.25% | |
| 4 | AMAT | Applied Materials Inc | Stock-Tech | 2.92% | -0.87% | -0.92% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.91% | +0.01% | -0.57% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.64% | +0.32% | -3.04% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 2.56% | -0.60% | -1.72% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.50% | -0.18% | -0.30% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.28% | -0.20% | -0.36% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.25% | -0.11% | -0.06% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.21% | +0.07% | +0.05% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.14% | -0.09% | -0.26% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.76% | -0.06% | -0.56% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.73% | +0.05% | -0.24% | |
| 15 | AXP | American Express Co | Stock-Financials | 1.64% | -0.19% | -0.46% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | +0.03% | +0.85% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.56% | -0.12% | -0.73% | |
| 18 | PGR | Progressive CORP | Stock-Financials | 1.52% | -0.08% | -2.09% | |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.49% | -0.05% | +1.35% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.47% | +0.10% | -0.13% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.43% | +0.04% | +1.31% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.32% | -0.28% | -2.81% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | +0.37% | -0.29% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 1.31% | +0.06% | -0.01% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.20% | +0.03% | -0.21% | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 1.17% | -0.19% | -0.21% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 1.13% | -1.13% | EXIT | |
| 28 | STLD | Steel Dynamics Inc | Stock-Materials | 1.11% | -0.04% | -0.89% | |
| 29 | INTC | Intel CORP | Stock-Tech | 1.01% | -0.13% | +1.24% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.00% | -0.11% | -10.90% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | +0.03% | — | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.91% | -0.04% | -0.45% | |
| 33 | TXN | Texas Instruments Inc | Stock-Tech | 0.89% | -0.05% | -0.13% | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.88% | -0.02% | — | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.86% | -0.14% | -0.83% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.82% | +0.02% | -0.35% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | +0.04% | -1.14% | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.79% | +0.07% | -2.06% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | -0.13% | -0.26% | |
| 40 | FTNT | Fortinet Inc | Stock-Tech | 0.73% | +0.12% | -0.40% | |
| 41 | VLO | Valero Energy CORP | Stock-Energy | 0.73% | +0.35% | -0.81% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.73% | -0.02% | -0.74% | |
| 43 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.72% | +0.04% | -1.73% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.71% | +0.18% | +0.04% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | +0.19% | -3.07% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.04% | +0.89% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | -0.02% | -2.19% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | — | — | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.58% | +0.01% | +0.52% | |
| 50 | TILT | Flexshares Morningstar US Ma | ETF-Other | 0.57% | — | -0.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +1.4% | -0.92% | Trim |
| 2 | INTC | Intel CORP | +0.7% | +1.24% | Add |
| 3 | CAT | Caterpillar Inc | +0.6% | -1.72% | Trim |
| 4 | AMD | Advanced Micro Devices | +0.5% | -2.06% | Trim |
| 5 | CSCO | Cisco Systems Inc | +0.4% | -0.73% | Trim |
| 6 | FTNT | Fortinet Inc | +0.3% | -0.40% | Trim |
| 7 | ✓ | +0.3% | NEW | New buy | |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | -1.25% | Trim |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | -0.26% | Trim |
| 10 | TXN | Texas Instruments Inc | +0.2% | -0.13% | Trim |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.06% | Trim |
| 12 | UNH | Unitedhealth Group Inc | +0.2% | -10.90% | Trim |
| 13 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 14 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.36% | Trim |
| 15 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 16 | STLD | Steel Dynamics Inc | +0.1% | -0.89% | Trim |
| 17 | ESGU | Ishares Esg Aware Msci USA | +0.1% | NEW | New buy |
| 18 | TT | Trane Technologies plc | +0.1% | NEW | New buy |
| 19 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | New buy |
| 20 | PLD | Prologis Inc | +0.1% | NEW | New buy |
| 21 | DAL | Delta Air Lines Inc | +0.1% | -0.64% | Trim |
| 22 | MCHP | Microchip Technology Inc | +0.1% | — | Unchanged |
| 23 | AAPL | Apple Inc | +0.1% | -0.55% | Trim |
| 24 | ELV | Elevance Health Inc | +0.1% | -0.95% | Trim |
| 25 | TER | Teradyne Inc | +0.1% | — | Unchanged |
| 26 | LLY | Eli Lilly & Co | +0.1% | -0.57% | Trim |
| 27 | CVS | Cvs Health CORP | +0.1% | -8.69% | Trim |
| 28 | NXPI | NXP Semiconductors N.V. | +0.1% | -1.36% | Trim |
| 29 | AMZN | Amazon.com Inc | 0% | +0.05% | Add |
| 30 | ABBV | Abbvie Inc | 0% | -0.24% | Trim |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.85% | Add |
| 32 | TD | Toronto-dominion Bank | 0% | — | Unchanged |
| 33 | GE | General Electric | 0% | — | Unchanged |
| 34 | QCOM | Qualcomm Inc | 0% | +0.10% | Add |
| 35 | IJH | Ishares Core S&p Midcap ETF | 0% | -0.30% | Trim |
| 36 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.21% | Trim |
| 37 | BAC | Bank Of America CORP | 0% | -0.45% | Trim |
| 38 | AVGO | Broadcom Inc | 0% | -2.19% | Trim |
| 39 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 40 | CMI | Cummins Inc | 0% | — | Unchanged |
| 41 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +1.35% | Add |
| 43 | EBAY | Ebay Inc | 0% | -0.79% | Trim |
| 44 | C | Citigroup Inc | 0% | -0.12% | Trim |
| 45 | PHM | Pultegroup Inc | 0% | -0.95% | Trim |
| 46 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 47 | PNC | Pnc Financial Services Group | 0% | — | Unchanged |
| 48 | MET | Metlife Inc | 0% | -4.46% | Trim |
| 49 | KMB | Kimberly-clark CORP | 0% | — | Unchanged |
| 50 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
According to official SEC Form 13F filings, Greenfield Savings Bank reported a total U.S. public equity portfolio value of $264.4M across 148 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GOOG) accounted for 19.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $715.5K
Top Position Liquidated / Trimmed
HON
前期市值: $1.5M
During Q2 2026, Greenfield Savings Bank's top holdings by market value included AAPL (7.1%)、MSFT (3.7%)、GOOG (3.4%). The largest single position, AAPL, represented 7.1% of total portfolio value.
In Q2 2026, Greenfield Savings Bank made 101 total portfolio adjustments, initiating 7 new buys, adding to 14 positions, trimming 78 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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