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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$94.2B
$974,000 0.48% of portfolio
2,791
Q2 2024 Added 0.58%
$128B
$946,000 0.47% of portfolio
37,333
Q1 2025 Added 4.04%
$142B
$925,000 0.46% of portfolio
3,917
Q4 2024 Reduced 3.09%
$118B
$903,000 0.45% of portfolio
8,600
Q1 2025 Reduced 1.5%
$239B
$890,000 0.44% of portfolio
3,581
Q1 2025 Reduced 0.11%
$97.9B
$874,000 0.43% of portfolio
2,657
Q1 2025 Added 3.06%
$46.9B
$869,000 0.43% of portfolio
6,114
Q1 2025 Reduced 2.18%
$37.4B
$841,000 0.42% of portfolio
8,810
Q1 2025 Added 0.95%
$39.3B
$806,000 0.4% of portfolio
3,715
Q4 2024 Reduced 1.33%
$131B
$800,000 0.4% of portfolio
2,945
Q1 2025 Reduced 0.03%
$236B
$813,000 0.4% of portfolio
6,134
Q1 2025 Reduced 0.81%
$145B
$798,000 0.39% of portfolio
3,422
Q1 2025 Reduced 2.87%
$122B
$741,000 0.37% of portfolio
2,454
Q1 2025 Reduced 5.4%
$88.7B
$754,000 0.37% of portfolio
3,169
Q1 2025 Reduced 2.16%
$23.8B
$750,000 0.37% of portfolio
7,302
Q1 2025 Added 3.55%
$193B
$744,000 0.37% of portfolio
8,299
Q4 2024 Reduced 0.71%
$61.9B
$700,000 0.35% of portfolio
2,375
Q4 2024 Reduced 3.06%
$720B
$707,000 0.35% of portfolio
857
Q1 2025 Added 1.42%
$42.3B
$713,000 0.35% of portfolio
5,459
Q1 2025 Added 6.25%
$38.3B
$718,000 0.35% of portfolio
7,243
Q1 2025 Reduced 0.7%
$128B
$705,000 0.35% of portfolio
6,299
Q1 2025 Added 2.59%
$106B
$699,000 0.35% of portfolio
11,651
Q1 2025 Reduced 0.21%
$71.3B
$667,000 0.33% of portfolio
6,087
Q1 2025 Reduced 0.05%
$72.8B
$637,000 0.31% of portfolio
1,246
Q1 2025 Reduced 1.5%
$72.5B
$614,000 0.3% of portfolio
3,497
Q1 2025 Reduced 8.69%
$133B
$596,000 0.29% of portfolio
1,952
Q4 2024 Reduced 6.02%
$77.2B
$558,000 0.28% of portfolio
2,251
Q4 2024 Reduced 6.05%
$56.5B
$549,000 0.27% of portfolio
2,653
Q1 2025 Reduced 9.11%
$189B
$550,000 0.27% of portfolio
5,362
Q1 2025 Added 3.57%
$198B
$521,000 0.26% of portfolio
18,444
Q1 2025 Reduced 0.39%
$88.9B
$534,000 0.26% of portfolio
23,549
Q1 2025 Reduced 1.05%
$8.67B
$535,000 0.26% of portfolio
14,065
Q1 2025 Added 9.57%
$194B
$511,000 0.25% of portfolio
1,334
Q1 2025 Added 1.99%
$44B
$509,000 0.25% of portfolio
2,432
Q1 2025 Reduced 5.59%
$33.8B
$485,000 0.24% of portfolio
10,021
Q1 2025 Reduced 0.69%
$66.7B
$481,000 0.24% of portfolio
11,415
Q1 2025 Reduced 13.29%
$149B
$483,000 0.24% of portfolio
1,298
Q1 2025 Reduced 2.26%
$81.8B
$464,000 0.23% of portfolio
3,191
Q2 2024 Added 0.16%
$291B
$438,000 0.22% of portfolio
1,633
Q1 2025 Added 17.14%
$73.9B
$433,000 0.21% of portfolio
3,942
Q1 2025 Added 1.81%
$33.6B
$415,000 0.21% of portfolio
3,813
Q1 2025 Reduced 1.4%
$67.7B
$416,000 0.21% of portfolio
3,245
Q1 2025 Reduced 5.91%
$23.7B
$427,000 0.21% of portfolio
59
Q1 2025 Reduced 6.35%
$54.7B
$432,000 0.21% of portfolio
2,535
Q2 2024 Added 0.12%
$253B
$400,000 0.2% of portfolio
2,000
Q2 2024 Added 0.5%
$77.1B
$393,000 0.19% of portfolio
1,445
Q2 2024 Reduced 7.96%
$117B
$393,000 0.19% of portfolio
6,566
Q1 2025 Reduced 7.86%
$147B
$358,000 0.18% of portfolio
5,053
Q1 2025 Reduced 6.94%
$237B
$365,000 0.18% of portfolio
5,022
Q2 2024 Reduced 5.21%

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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