Greenfield Savings Bank

Q3 2025 13F-HR Holdings

Location
Greenfield, MA
Holdings as of
9/30/2025
Date filed
10/6/2025
Form type
13F-HR
Num holdings
149
Total value ($000)
$237,032
Net value change ($000)
+16,603 (7.5%)
New positions
8
Sold out positions
4
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 3,199 23.5%
GOOGL 1,648 35.4%
GOOGL 1,136 37.8%
NVDA 938 16.0%
ABBV 832 24.5%
TSLA 581 42.4%
CAT 555 21.3%
HD 502 12.6%
JPM 474 6.8%
ACN 452 NEW
Top Reduces (Value $000, Stocks/ETFs)
ELV -571 -34.8%
MET -503 -29.9%
UPS -413 -100.0%
PM -387 -11.0%
FTNT -312 -21.2%
CL -222 -100.0%
DLR -216 -100.0%
TXN -198 -11.8%
PAYX -196 -12.9%
RGC -187 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type