Greenfield Savings Bank

Q2 2026 13F-HR Holdings

Location
Greenfield, MA
Holdings as of
6/30/2026
Date filed
7/7/2026
Form type
13F-HR
Num holdings
148
Total value ($000)
$263,655
Net value change ($000)
+29,192 (12.5%)
New positions
7
Sold out positions
2
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMAT 4,019 109.6%
AAPL 2,205 13.4%
CAT 2,184 47.7%
INTC 1,834 220.4%
GOOGL 1,575 21.6%
CSCO 1,375 50.3%
AMD 1,332 179.8%
QQQ 1,207 27.3%
GOOGL 1,156 24.2%
IJR 953 18.9%
Top Reduces (Value $000, Stocks/ETFs)
HON -1,512 -100.0%
XOM -725 -19.6%
CVX -467 -19.9%
LMT -432 -15.7%
ACN -423 -100.0%
MCD -361 -13.7%
COST -330 -6.6%
T -278 -30.8%
COP -274 -22.2%
CMCSA -265 -20.3%
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