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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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