StockDrifts LogoStockDrifts

Greenfield Savings Bank 13F Portfolio

Portfolio Manager
Greenfield Savings Bank
Performance
+16.27% (2026 Q2)
AUM (13F)
$263.65M
# of Holdings
148
Performance Rank
Allocation (Top 20)
49.36%
Latest filing
Q2 2026

Greenfield Savings Bank Holdings Map

Top 50 Greenfield Savings Bank Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
7.09%64.6K$18.7M
-0.55%(-359)
2025-Q2: 66.3K shares2025-Q3: 66.0K shares2025-Q4: 65.1K shares2026-Q1: 64.9K shares2026-Q2: 64.6K shares
$157.70(+94.46%)
2026-06-30
MSFT
MICROSOFT CORP
3.71%26.2K$9.8M
-0.52%(-136)
2025-Q2: 27.2K shares2025-Q3: 26.8K shares2025-Q4: 26.3K shares2026-Q1: 26.4K shares2026-Q2: 26.2K shares
$288.37(+74.34%)
2026-06-30
GOOG
ALPHABET INC
3.36%25.1K$8.9M
-1.25%(-318)
2025-Q2: 26.2K shares2025-Q3: 25.9K shares2025-Q4: 25.6K shares2026-Q1: 25.4K shares2026-Q2: 25.1K shares
$129.15(+171.39%)
2026-06-30
AMAT
APPLIED MATLS INC
2.92%10.6K$7.7M
-0.92%(-99)
2025-Q2: 11.5K shares2025-Q3: 11.1K shares2025-Q4: 10.8K shares2026-Q1: 10.7K shares2026-Q2: 10.6K shares
$121.32(+339.76%)
2026-06-30
JPM
JPMORGAN CHASE & CO
2.91%23.4K$7.7M
-0.57%(-135)
2025-Q2: 24.2K shares2025-Q3: 23.7K shares2025-Q4: 23.5K shares2026-Q1: 23.5K shares2026-Q2: 23.4K shares
$128.01(+182.39%)
2026-06-30
NVDA
NVIDIA CORPORATION
2.64%34.8K$7.0M
-3.04%(-1.09K)
2025-Q2: 37.0K shares2025-Q3: 36.4K shares2025-Q4: 35.7K shares2026-Q1: 35.9K shares2026-Q2: 34.8K shares
$38.58(+471.40%)
2026-06-30
CAT
CATERPILLAR INC
2.56%6.3K$6.8M
-1.72%(-111)
2025-Q2: 6.7K shares2025-Q3: 6.6K shares2025-Q4: 6.6K shares2026-Q1: 6.5K shares2026-Q2: 6.3K shares
$210.94(+305.71%)
2026-06-30
IJH
ISHARES TR
2.5%85.6K$6.6M
-0.30%(-255)
2025-Q2: 86.4K shares2025-Q3: 87.0K shares2025-Q4: 84.3K shares2026-Q1: 85.9K shares2026-Q2: 85.6K shares
$51.85(+50.28%)
2026-06-30
IJR
ISHARES TR
2.28%40.5K$6.0M
-0.36%(-145)
2025-Q2: 39.8K shares2025-Q3: 39.9K shares2025-Q4: 39.8K shares2026-Q1: 40.6K shares2026-Q2: 40.5K shares
$102.56(+45.04%)
2026-06-30
GOOGL
ALPHABET INC
2.25%16.6K$5.9M
-0.06%(-10)
2025-Q2: 17.0K shares2025-Q3: 17.0K shares2025-Q4: 16.6K shares2026-Q1: 16.6K shares2026-Q2: 16.6K shares
$125.57(+179.90%)
2026-06-30

About Greenfield Savings Bankโ€™s portfolio

Greenfield Savings Bank reports $263.65M in US-listed equity holdings across 148 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.1%), MSFT (3.7%) and GOOG (3.4%). The top 20 holdings account for 49.36% of reported assets. Its disclosed equity book has returned +68.34% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
AAPL โ€” 9.3% ($18.69M)MSFT โ€” 4.9% ($9.79M)GOOG โ€” 4.4% ($8.86M)AMAT โ€” 3.8% ($7.69M)JPM โ€” 3.8% ($7.66M)NVDA โ€” 3.5% ($6.96M)CAT โ€” 3.4% ($6.76M)IJH โ€” 3.3% ($6.60M)IJR โ€” 3.0% ($6.00M)GOOGL โ€” 2.9% ($5.93M)Other โ€” 57.8% ($116.22M)
42%in top 10
  • AAPL9.3%
  • MSFT4.9%
  • GOOG4.4%
  • AMAT3.8%
  • JPM3.8%
  • NVDA3.5%
  • CAT3.4%
  • IJH3.3%
  • IJR3.0%
  • GOOGL2.9%
  • Other57.8%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
8
DIASTATE STR SPDR DOW JONES IND+1.3%
EFAISHARES TR+1.3%
SPYSTATE STR SPDR S&P 500 ETF T+0.8%
INTCINTEL CORP+1.2%
+4 more
Trimmed
39
UNHUNITEDHEALTH GROUP INC-10.9%
NVDANVIDIA CORPORATION-3.0%
CATCATERPILLAR INC-1.7%
GOOGALPHABET INC-1.3%
+35 more

Unlock alerts, watchlists & AI chat

Sign up free to track Greenfield Savings Bank, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Greenfield Savings Bankโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1940406). View Greenfield Savings Bankโ€™s 13F filings on SEC

More 13F analyses

View all