Latest Greenfield Savings Bank Stock Portfolio
Greenfield Savings Bank Performance:
2025 Q4: 2%YTD: 13.88%2024: 10.93%
Performance for 2025 Q4 is 2%, and YTD is 13.88%, and 2024 is 10.93%.
About Greenfield Savings Bank and 13F Hedge Fund Stock Holdings
On 2026-02-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, Greenfield Savings Bank reported an equity portfolio of $237.7 Millions as of 31 Dec, 2025.
The top stock holdings of Greenfield Savings Bank are AAPL, MSFT, GOOG. The fund has invested 7.4% of it's portfolio in APPLE INC and 5.4% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off ISHARES TR (DMXF), PACKAGING CORP AMER (PKG) and MEDTRONIC PLC (MDT) stocks. They significantly reduced their stock positions in PALANTIR TECHNOLOGIES INC (PLTR), CHIPOTLE MEXICAN GRILL INC (CMG) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB CHARLES CORP (SCHW), NXP SEMICONDUCTORS N V (NXPI) and SYNCHRONY FINANCIAL (SYF).
The top stock holdings of Greenfield Savings Bank are AAPL, MSFT, GOOG. The fund has invested 7.4% of it's portfolio in APPLE INC and 5.4% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off ISHARES TR (DMXF), PACKAGING CORP AMER (PKG) and MEDTRONIC PLC (MDT) stocks. They significantly reduced their stock positions in PALANTIR TECHNOLOGIES INC (PLTR), CHIPOTLE MEXICAN GRILL INC (CMG) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB CHARLES CORP (SCHW), NXP SEMICONDUCTORS N V (NXPI) and SYNCHRONY FINANCIAL (SYF).
Greenfield Savings Bank Annual Return Estimates Vs S&P 500
Our best estimate is that Greenfield Savings Bank made a return of 2% in the last quarter. In trailing 12 months, it's portfolio return was 13.88%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| schwab charles corp | 30.85 |
| nxp semiconductors n v | 28.1 |
| synchrony financial | 13.68 |
| ishares tr | 13.48 |
| vanguard intl equity index f | 11.16 |
| accenture plc ireland | 11.08 |
| delta air lines inc del | 10.33 |
| qualcomm inc | 8.82 |
Additions to existing portfolio by Greenfield Savings Bank
Reductions
| Ticker | % Reduced |
|---|---|
| palantir technologies inc | -33.03 |
| chipotle mexican grill inc | -15.68 |
| vanguard index fds | -14.00 |
| wec energy group inc | -12.7 |
| cvs health corp | -12.32 |
| ge vernova inc | -11.41 |
| illinois tool wks inc | -11.34 |
| us bancorp del | -10.67 |
Greenfield Savings Bank reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -475,754 |
| ishares tr | -424,500 |
| ishares tr | -295,080 |
| dnp select income fd inc | -127,127 |
| ishares tr | -230,354 |
| ark etf tr | -201,079 |
| medtronic plc | -209,528 |
| packaging corp amer | -226,211 |
Greenfield Savings Bank got rid off the above stocks
Sector Distribution
Greenfield Savings Bank has about 23.2% of it's holdings in Technology sector.
- Technology
- Others
- Financial Services
- Industrials
- Healthcare
- Communication Services
- Consumer Cyclical
- Consumer Defensive
- Energy
- Utilities
- Basic Materials
| Sector | % |
|---|---|
| Technology | 23.2 |
| Others | 16.9 |
| Financial Services | 13.2 |
| Industrials | 8.1 |
| Healthcare | 8 |
| Communication Services | 8 |
| Consumer Cyclical | 7.8 |
| Consumer Defensive | 6.6 |
| Energy | 3.4 |
| Utilities | 2.8 |
| Basic Materials | 1.5 |
Market Cap. Distribution
Greenfield Savings Bank has about 82.9% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
| Category | % |
|---|---|
| MEGA-CAP | 47.6 |
| LARGE-CAP | 35.3 |
| UNALLOCATED | 16.9 |
Stocks belong to which Index?
About 83.1% 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 500 | 83.1 |
| Others | 16.9 |
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 141 stocks in it's portfolio. About 33.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Greenfield Savings Bank last quarter.
Last Reported on: 02 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 7.44 | 65,089 | 17,695,100 | reduced | -1.4 | ||
| ABBV | abbvie inc | 1.75 | 18,259 | 4,172,000 | added | 0.13 | ||
| ABT | abbott labs | 0.32 | 6,024 | 754,747 | reduced | -0.99 | ||
| ACN | accenture plc ireland | 0.23 | 2,035 | 545,991 | added | 11.08 | ||
| ADBE | adobe inc | 0.23 | 1,535 | 537,235 | added | 1.19 | ||
| ADP | automatic data processing in | 0.21 | 1,952 | 502,113 | unchanged | 0.00 | ||
| AFL | aflac inc | 0.12 | 2,600 | 286,702 | unchanged | 0.00 | ||
| ALL | allstate corp | 0.21 | 2,442 | 508,302 | reduced | -9.86 | ||
| AMAT | applied matls inc | 1.17 | 10,838 | 2,785,260 | reduced | -2.57 | ||
| AMD | advanced micro devices inc | 0.35 | 3,863 | 827,300 | added | 2.47 | ||
| AMGN | amgen inc | 0.42 | 3,017 | 987,494 | reduced | -2.93 | ||
| AMZN | amazon com inc | 2.38 | 24,535 | 5,663,170 | reduced | -0.24 | ||
| APD | air prods & chems inc | 0.24 | 2,325 | 574,322 | reduced | -2.11 | ||
| ARKF | ark etf tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ASET | flexshares tr | 0.58 | 5,500 | 1,367,770 | unchanged | 0.00 | ||
| AVGO | broadcom inc | 0.63 | 4,338 | 1,501,380 | added | 1.17 | ||
| AXP | american express co | 2.00 | 12,842 | 4,750,900 | reduced | -1.35 | ||
| BAC | bank america corp | 0.97 | 41,890 | 2,303,950 | reduced | -0.12 | ||
| BGLD | first tr exchange-traded fd | 0.09 | 2,219 | 205,283 | unchanged | 0.00 | ||
| BGRN | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||