Greenfield Savings Bank
144 holdingsFiling period: 2026-03-31Current AUM: $270.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 64.9K | $16.5M | $20.1M | 7.42% | -155 | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 26.4K | $9.8M | $12.3M | 4.53% | +31 | 2026-03-31 |
| 3 | GOOG | ALPHABET INC | 25.4K | $7.3M | $9.1M | 3.35% | -207 | 2026-03-31 |
| 4 | JPM | JPMORGAN CHASE & CO | 23.5K | $6.9M | $8.3M | 3.06% | +17 | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 35.9K | $6.3M | $7.2M | 2.66% | +142 | 2026-03-31 |
| 6 | IJH | ISHARES TR | 85.9K | $5.8M | $6.5M | 2.39% | +1.5K | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 24.4K | $5.1M | $6.6M | 2.45% | -105 | 2026-03-31 |
| 8 | IJR | ISHARES TR | 40.6K | $5.0M | $5.9M | 2.18% | +843 | 2026-03-31 |
| 9 | COST | COSTCO WHOLESALE CORPORATION | 5.0K | $5.0M | $4.7M | 1.76% | +6 | 2026-03-31 |
| 10 | GOOGL | ALPHABET INC | 16.6K | $4.8M | $5.9M | 2.19% | -13 | 2026-03-31 |
| 11 | CAT | CATERPILLAR INC | 6.5K | $4.6M | $5.3M | 1.95% | -109 | 2026-03-31 |
| 12 | QQQ | INVESCO QQQ TR | 7.7K | $4.4M | $5.3M | 1.95% | -102 | 2026-03-31 |
| 13 | ABBV | ABBVIE INC | 18.2K | $4.0M | $4.6M | 1.69% | -42 | 2026-03-31 |
| 14 | AXP | AMERICAN EXPRESS CO | 12.8K | $3.9M | $4.3M | 1.59% | -27 | 2026-03-31 |
| 15 | MA | MASTERCARD INCORPORATED | 7.6K | $3.8M | $4.3M | 1.60% | -25 | 2026-03-31 |
| 16 | PGR | PROGRESSIVE CORP | 18.8K | $3.7M | $4.0M | 1.47% | +432 | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORP | 21.8K | $3.7M | $3.4M | 1.25% | -16 | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORP | 21.8K | $3.7M | $3.4M | 1.25% | -16 | 2026-03-31 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | 5.7K | $3.7M | $4.2M | 1.57% | +388 | 2026-03-31 |
| 20 | AMAT | APPLIED MATLS INC | 10.7K | $3.7M | $5.4M | 2.01% | -107 | 2026-03-31 |
| 21 | META | META PLATFORMS INC | 6.2K | $3.5M | $3.4M | 1.27% | +66 | 2026-03-31 |
| 22 | EFA | ISHARES TR | 35.8K | $3.5M | $3.8M | 1.40% | +2.4K | 2026-03-31 |
| 23 | DIA | STATE STR SPDR DOW JONES IND | 7.4K | $3.4M | $3.9M | 1.44% | +13 | 2026-03-31 |
| 24 | HD | HOME DEPOT INC | 10.2K | $3.3M | $3.4M | 1.25% | -295 | 2026-03-31 |
| 25 | NEE | NEXTERA ENERGY INC | 35.3K | $3.3M | $3.1M | 1.13% | -202 | 2026-03-31 |
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