Latest Greenfield Savings Bank Stock Portfolio

Greenfield Savings Bank Performance:

2026 Q1: -1.67%YTD: -1.67%2025: 13.93%

Performance for 2026 Q1 is -1.67%, and YTD is -1.67%, and 2025 is 13.93%.

About Greenfield Savings Bank and 13F Hedge Fund Stock Holdings

On 2026-04-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Greenfield Savings Bank reported an equity portfolio of $234.5 Millions as of 31 Mar, 2026.

The top stock holdings of Greenfield Savings Bank are AAPL, MSFT, GOOG. The fund has invested 7% of it's portfolio in APPLE INC and 4.2% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off CHIPOTLE MEXICAN GRILL INC (CMG) and PALANTIR TECHNOLOGIES INC (PLTR) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), ADOBE INC (ADBE) and EOG RES INC (EOG). Greenfield Savings Bank opened new stock positions in TERADYNE INC (TER), PACKAGING CORP AMER (PKG) and COLGATE PALMOLIVE CO (CL). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INTL EQUITY INDEX F (VEU), MERCK & CO INC (MRK) and SCHWAB CHARLES CORP (SCHW).

Greenfield Savings Bank Annual Return Estimates Vs S&P 500

Our best estimate is that Greenfield Savings Bank made a return of -1.67% in the last quarter. In trailing 12 months, it's portfolio return was 14.22%.

Performance
S&P 500

New Buys

Ticker	$ Bought
teradyne inc	267,703
packaging corp amer	204,368
colgate palmolive co	203,955
bank new york mellon corp	202,027

New stocks bought by Greenfield Savings Bank

Additions

Ticker	% Inc.
vanguard intl equity index f	16.33
merck & co inc	14.92
schwab charles corp	8.6
nxp semiconductors n v	8.24
state str spdr s&p 500 etf t	7.33
ishares tr	7.29
salesforce inc	7.28
synchrony financial	7.12

Additions to existing portfolio by Greenfield Savings Bank

Reductions

Ticker	% Reduced
invesco exchange traded fd t	-52.12
adobe inc	-11.92
eog res inc	-9.21
omega healthcare invs inc	-8.84
ge vernova inc	-7.3
kimberly-clark corp	-6.96
ppl corp	-5.89
advanced micro devices inc	-5.67

Greenfield Savings Bank reduced stake in above stock

Sold off

Ticker	$ Sold
chipotle mexican grill inc	-227,587
palantir technologies inc	-225,209

Greenfield Savings Bank got rid off the above stocks

Sector Distribution

Greenfield Savings Bank has about 21.5% of it's holdings in Technology sector.

Sector	%
Technology	21.5
Others	17.1
Financial Services	12
Industrials	9
Healthcare	8.1
Communication Services	7.5
Consumer Defensive	7.4
Consumer Cyclical	7.4
Energy	4.9
Utilities	3
Basic Materials	1.7

Market Cap. Distribution

Greenfield Savings Bank has about 82.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	56.9
LARGE-CAP	25.6
UNALLOCATED	17.1

Stocks belong to which Index?

About 82.5% of the stocks held by Greenfield Savings Bank either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	82.5
Others	17.5

Top 5 Winners (%)		%
VLO	valero energy corp	51.7 %
MPC	marathon pete corp	50.1 %
PSX	phillips 66	41.2 %
XOM	exxon mobil corp	41.0 %
COP	conocophillips	40.9 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	1.1 M
AMAT	applied matls inc	0.9 M
CAT	caterpillar inc	0.9 M
COST	costco wholesale corporation	0.7 M
VLO	valero energy corp	0.6 M

Top 5 Losers (%)		%
CRM	salesforce inc	-28.8 %
ADBE	adobe inc	-28.7 %
ACN	accenture plc ireland	-25.6 %
COF	capital one finl corp	-24.7 %
ORCL	oracle corp	-24.5 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-3.0 M
AAPL	apple inc	-1.2 M
AXP	american express co	-0.9 M
GOOG	alphabet inc	-0.7 M
JPM	jpmorgan chase & co	-0.7 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 143 stocks in it's portfolio. About 30.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Greenfield Savings Bank last quarter.

Last Reported on: 16 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	7.03	64,934	16,479,600	reduced	-0.24

ABBV	abbvie inc	1.69	18,217	3,962,020	reduced	-0.23

ABT	abbott laboratories	0.26	6,024	618,484	unchanged	0.00

ACN	accenture plc ireland	0.18	2,133	422,953	added	4.82

ADBE	adobe inc	0.14	1,352	328,644	reduced	-11.92

ADP	automatic data processing in	0.17	1,952	396,607	unchanged	0.00

AFL	aflac inc	0.12	2,600	285,246	unchanged	0.00

ALL	allstate corp	0.22	2,442	506,324	unchanged	0.00

AMAT	applied matls inc	1.56	10,731	3,667,750	reduced	-0.99

AMD	advanced micro devices inc	0.32	3,644	741,299	reduced	-5.67

AMGN	amgen inc	0.45	3,017	1,061,530	unchanged	0.00

AMZN	amazon com inc	2.17	24,430	5,088,040	reduced	-0.43

ANTX	elevance health inc formerly	0.38	3,040	889,960	reduced	-2.78

APD	air products and chemicals i	0.29	2,325	675,389	unchanged	0.00

ASET	flexshares tr	0.57	5,500	1,327,520	unchanged	0.00

AVGO	broadcom inc	0.57	4,285	1,326,250	reduced	-1.22

AXP	american express co	1.65	12,815	3,876,280	reduced	-0.21

BAC	bank america corp	0.88	42,326	2,063,390	added	1.04

BGLD	first tr exchange-traded fd	0.09	2,219	205,834	unchanged	0.00

BK	bank new york mellon corp	0.09	1,703	202,027	new