Greenfield Savings Bank Portfolio Holdings

Greenfield Savings Bank

  • $202 Million
  • Q1 2025

Greenfield Savings Bank has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $202 Million distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.7M, Microsoft Corp with a value of $10.2M, Jpmorgan Chase & CO with a value of $5.9M, Costco Wholesale Corp with a value of $4.95M, and Ishares Core S&P Mid Cap ETF with a value of $4.89M.

Examining the 13F form we can see an decrease of $4.97M in the current position value, from $207M to 202M.

Below you can find more details about Greenfield Savings Bank portfolio as well as his latest detailed transactions.

Portfolio value $202 Million
Technology: $42.3 Million
Financial Services: $29.1 Million
ETFs: $28.1 Million
Healthcare: $20.4 Million
Consumer Defensive: $17.2 Million
Industrials: $16.6 Million
Consumer Cyclical: $16.5 Million
Communication Services: $13.2 Million
Other: $18.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.34T
$14.7 Million 7.25% of portfolio
66,022
Q1 2025 Reduced 1.67%
$3.67T
$10.2 Million 5.03% of portfolio
27,102
Q1 2025 Added 0.04%
$852B
$5.9 Million 2.91% of portfolio
24,051
Q1 2025 Reduced 1.2%
$436B
$4.95 Million 2.45% of portfolio
5,238
Q1 2025 Reduced 1.56%
$0
$4.89 Million 2.42% of portfolio
83,977
Q1 2025 Reduced 0.27%
$2.25T
$4.63 Million 2.29% of portfolio
24,332
Q1 2025 Added 2.59%
$155B
$4.56 Million 2.26% of portfolio
16,128
Q1 2025 Reduced 1.06%
$539B
$4.35 Million 2.15% of portfolio
7,930
Q1 2025 Reduced 1.36%
$382B
$4.02 Million 1.99% of portfolio
10,982
Q1 2025 Reduced 0.71%
$1.08T
$4.01 Million 1.98% of portfolio
25,697
Q1 2025 Added 0.9%
$0
$3.99 Million 1.97% of portfolio
38,348
Q1 2025 Reduced 6.53%
$382B
$3.92 Million 1.93% of portfolio
36,129
Q1 2025 Reduced 0.36%
$336B
$3.79 Million 1.87% of portfolio
18,076
Q1 2025 Added 0.56%
$0
$3.58 Million 1.77% of portfolio
7,642
Q1 2025 Added 2.07%
$241B
$3.52 Million 1.74% of portfolio
13,081
Q1 2025 Reduced 0.28%
$1.62T
$3.4 Million 1.68% of portfolio
5,900
Q4 2024 Reduced 0.91%
$275B
$3.06 Million 1.51% of portfolio
19,289
Q1 2025 Reduced 0.39%
$0
$2.8 Million 1.38% of portfolio
6,678
Q1 2025 Added 3.02%
$219B
$2.71 Million 1.34% of portfolio
8,688
Q1 2025 Reduced 0.34%
$0
$2.66 Million 1.31% of portfolio
4,757
Q1 2025 Added 1.73%
$1.05T
$2.63 Million 1.3% of portfolio
17,024
Q1 2025 Added 1.51%
$144B
$2.51 Million 1.24% of portfolio
35,408
Q1 2025 Added 0.8%
$382B
$2.36 Million 1.17% of portfolio
13,848
Q1 2025 Reduced 0.62%
$0
$2.29 Million 1.13% of portfolio
8,380
Q1 2025 Added 3.08%
$455B
$2.27 Million 1.12% of portfolio
19,051
Q1 2025 Added 2.51%
$206B
$2.19 Million 1.08% of portfolio
6,646
Q1 2025 Added 2.42%
$122B
$2.11 Million 1.04% of portfolio
4,724
Q1 2025 Reduced 1.07%
$284B
$2.08 Million 1.03% of portfolio
33,741
Q1 2025 Added 1.32%
$85.9B
$1.94 Million 0.96% of portfolio
4,486
Q1 2025 Reduced 9.25%
$581B
$1.92 Million 0.95% of portfolio
5,468
Q1 2025 Added 2.32%
$285B
$1.93 Million 0.95% of portfolio
11,543
Q1 2025 Reduced 3.57%
$101B
$1.75 Million 0.86% of portfolio
28,637
Q1 2025 Added 3.14%
$408B
$1.75 Million 0.86% of portfolio
10,553
Q1 2025 Reduced 0.73%
$64.7B
$1.71 Million 0.84% of portfolio
21,278
Q1 2025 Added 1.15%
$386B
$1.68 Million 0.83% of portfolio
40,209
Q1 2025 Added 0.66%
$637B
$1.66 Million 0.82% of portfolio
3,158
Q1 2025 Added 11.71%
$158B
$1.63 Million 0.81% of portfolio
11,248
Q1 2025 Added 0.89%
$53.1B
$1.63 Million 0.81% of portfolio
10,577
Q1 2025 Reduced 2.54%
$160B
$1.61 Million 0.8% of portfolio
43,621
Q1 2025 Added 2.69%
$177B
$1.58 Million 0.78% of portfolio
8,096
Q3 2024 Reduced 0.61%
$0
$1.5 Million 0.74% of portfolio
18,251
Q1 2025 Added 8.79%
$161B
$1.5 Million 0.74% of portfolio
7,068
Q1 2025 Added 0.63%
$310B
$1.48 Million 0.73% of portfolio
20,710
Q1 2025 Added 4.9%
$91.5B
$1.44 Million 0.71% of portfolio
11,832
Q1 2025 Reduced 1.67%
$212B
$1.42 Million 0.7% of portfolio
10,713
Q4 2024 Reduced 1.29%
$80.8B
$1.37 Million 0.67% of portfolio
14,189
Q1 2025 Reduced 5.94%
$590B
$1.27 Million 0.63% of portfolio
9,064
Q1 2025 Added 1.92%
$186B
$1.27 Million 0.63% of portfolio
8,440
Q1 2025 Reduced 1.38%
$17.2B
$1.25 Million 0.62% of portfolio
12,698
Q1 2025 Reduced 1.53%

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $202 Million
  • Prior Value $207 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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