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Latest Greenfield Savings Bank Stock Portfolio

$263Million | No. of Holdings #148

Greenfield Savings Bank Performance

2026 Q2+12.97%
YTD+11.08%
2025+13.93%

About Greenfield Savings Bank and 13F Hedge Fund Stock Holdings

On 2026-07-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Greenfield Savings Bank reported an equity portfolio of $263.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Greenfield Savings Bank are AAPL, MSFT, GOOG. The fund has invested 7.1% of it's portfolio in APPLE INC and 3.7% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON) and ACCENTURE PLC IRELAND (ACN) stocks. They significantly reduced their stock positions in SALESFORCE INC (CRM), UNITEDHEALTH GROUP INC (UNH) and CVS HEALTH CORP (CVS). Greenfield Savings Bank opened new stock positions in HONEYWELL AEROSPACE INC, LAM RESEARCH CORP (LRCX) and CORNING INC (GLW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), STATE STR SPDR DOW JONES IND (DIA) and ISHARES TR (IJR).
Greenfield Savings Bank Equity Portfolio Value
Last Reported on: 07 Jul, 2026
$263Million
  as of Jul 07, 2026

Greenfield Savings Bank Annual Return Estimates Vs S&P 500

Our best estimate is that Greenfield Savings Bank made a return of 12.97% in the last quarter. In trailing 12 months, it's portfolio return was 21.58%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
honeywell aerospace inc715,525
lam research corp419,897
corning inc344,831
ishares tr229,138
trane technologies plc228,389
vanguard tax-managed fds208,905
prologis inc.207,946
New stocks bought by Greenfield Savings Bank

Additions

Ticker% Inc.
vanguard index fds300
vanguard index fds2.34
state str spdr dow jones ind1.35
ishares tr1.31
intel corp1.24
merck & co inc1.24
walmart inc0.89
state str spdr s&p 500 etf t0.85
Additions to existing portfolio by Greenfield Savings Bank

Reductions

Ticker% Reduced
salesforce inc-45.59
unitedhealth group inc-10.9
cvs health corp-8.69
comcast corp new-6.8
adobe inc-6.66
pfizer inc-5.75
blackrock inc-4.7
metlife inc-4.46
Greenfield Savings Bank reduced stake in above stock

Sold off

Ticker$ Sold
honeywell intl inc-1,512,140
accenture plc ireland-422,953
Greenfield Savings Bank got rid off the above stocks

Sector Distribution

Greenfield Savings Bank has about 24.5% of it's holdings in Technology sector.

  • Technology
  • Others
  • Financial Services
  • Industrials
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Utilities
  • Basic Materials
Sector%
Technology24.5
Others17.7
Financial Services11.8
Industrials8.5
Healthcare7.8
Communication Services7.5
Consumer Cyclical7
Consumer Defensive6.5
Energy3.8
Utilities2.6
Basic Materials1.7

Market Cap. Distribution

Greenfield Savings Bank has about 81.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP58.4
LARGE-CAP23.4
UNALLOCATED17.7

Stocks belong to which Index?

About 81.8% of the stocks held by Greenfield Savings Bank either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50081.8
Others18.2
Top 5 Winners (%)%
INTC
intel corp
212.3 %
AMD
advanced micro devices inc
183.7 %
AMAT
applied matls inc
111.0 %
FTNT
fortinet inc
87.8 %
TER
teradyne inc
63.2 %
Top 5 Winners ($)$
AMAT
applied matls inc
4.1 M
AAPL
apple inc
2.3 M
CAT
caterpillar inc
2.3 M
INTC
intel corp
1.8 M
GOOG
alphabet inc
1.7 M
Top 5 Losers (%)%
VB
vanguard index fds
-61.6 %
T
at&t inc
-28.2 %
NOC
northrop grumman corp
-25.3 %
COP
conocophillips
-21.1 %
CVX
chevron corporation
-19.9 %
Top 5 Losers ($)$
XOM
exxon mobil corp
-0.7 M
CVX
chevron corporation
-0.5 M
VB
vanguard index fds
-0.5 M
LMT
lockheed martin corp
-0.4 M
MCD
mcdonalds corp
-0.3 M

Greenfield Savings Bank Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Greenfield Savings Bank

Greenfield Savings Bank has 148 stocks in it's portfolio. About 32.2% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. AMAT was the most profitable stock for Greenfield Savings Bank last quarter.

$263.65MTotal Value
150Positions
07 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Greenfield Savings Bank, last reported on 07 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AGT
Ishares Tr

Ishares Tr

AGT
Greenfield Savings Bank's holding in Ishares Tr over time
0.09%1,400
$229.1K
0.09%
new position
ASET
Flexshares Tr

Flexshares Tr

ASET
Greenfield Savings Bank's holding in Flexshares Tr over time
0.57%5,460
$1.51M
0.57%
decreased 0.73 percentreduced
BGLD
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

BGLD
Greenfield Savings Bank's holding in First Tr Exchange-Traded Fd over time
0.08%2,219
$208.4K
0.08%
unchanged 0 percentunchanged