Greenfield Savings Bank holds a diversified book of 148 reported positions worth $263.7M as of Q2 2026 (disclosed Jul 7, 2026, a ~7-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Lam Research Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +37% (+17.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Greenfield Savings Bank files as a bank or broker: much of this book is custody and client positions, not a proprietary portfolio.
Following at the filing date actually beat the quarter-end book by 9.6 points over this window.
Growth of $10,000 cloning Greenfield Savings Bank's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~7 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
85% mapped to company sectors
+4 sectors below the cut, 7% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Greenfield Savings Bank
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Prospect Hill Management, LLC | 10 / 80 | $244.4M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| MFF Capital Investments Ltd | 12 / 80 | $1.4B |
| Ardent Capital Management, Inc. | 22 / 80 | $208.8M |
| Draper Asset Management, LLC | 8 / 80 | $170.5M |
| 9823 Capital, L.P. | 9 / 80 | $126.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Greenfield Savings Bank: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $18.7M | 64.6K | 7.1% | ▼−0.6% Reduced · −359 sh | |
| 2 | Microsoft Corp COM | $9.8M | 26.2K | 3.7% | ▼−0.5% Reduced · −136 sh | |
| 3 | Alphabet Inc CAP STK CL C | $8.9M | 25.1K | 3.4% | ▼−1.3% Reduced · −318 sh | |
| 4 | Applied Matls Inc COM | $7.7M | 10.6K | 2.9% | ▼−0.9% Reduced · −99 sh | |
| 5 | JPMorgan Chase & Co COM | $7.7M | 23.4K | 2.9% | ▼−0.6% Reduced · −135 sh | |
| 6 | Nvidia Corporation COM | $7.0M | 34.8K | 2.6% | ▼−3.0% Reduced · −1K sh | |
| 7 | Caterpillar Inc COM | $6.8M | 6.3K | 2.6% | ▼−1.7% Reduced · −111 sh | |
| 8 | Ishares TR CORE S&P MCP ETF | $6.6M | 85.6K | 2.5% | ▼−0.3% Reduced · −255 sh | |
| 9 | Ishares TR CORE S&P SCP ETF | $6.0M | 40.5K | 2.3% | ▼−0.3% Reduced · −145 sh | |
| 10 | Alphabet Inc CAP STK CL A | $5.9M | 16.6K | 2.3% | ▼−0.1% Reduced · −10 sh | |
| 11 | Amazon Com Inc COM | $5.8M | 24.4K | 2.2% | ▲~0% Added · +12 sh | |
| 12 | Invesco QQQ TR UNIT SER 1 | $5.6M | 7.6K | 2.1% | ▼−0.3% Reduced · −20 sh | |
| 13 | Costco Wholesale Corporation COM | $4.6M | 5.0K | 1.8% | ▼−0.6% Reduced · −28 sh | |
| 14 | Abbvie Inc COM | $4.6M | 18.2K | 1.7% | ▼−0.2% Reduced · −43 sh | |
| 15 | American Express Co COM | $4.3M | 12.8K | 1.6% | ▼−0.5% Reduced · −59 sh | |
| 16 | State STR SPDR S&P 500 ETF T TR UNIT | $4.3M | 5.7K | 1.6% | ▲+0.8% Added · +48 sh | |
| 17 | Cisco Sys Inc COM | $4.1M | 35.0K | 1.6% | ▼−0.7% Reduced · −258 sh | |
| 18 | Progressive Corp COM | $4.0M | 18.4K | 1.5% | ▼−2.1% Reduced · −391 sh | |
| 19 | State STR SPDR Dow Jones Ind UT SER 1 | $3.9M | 7.5K | 1.5% | ▲+1.3% Added · +100 sh | |
| 20 | Mastercard Incorporated CL A | $3.9M | 7.6K | 1.5% | ▼−0.1% Reduced · −10 sh | |
| 21 | Ishares TR MSCI EAFE ETF | $3.8M | 36.3K | 1.4% | ▲+1.3% Added · +470 sh | |
| 22 | Home Depot Inc COM | $3.5M | 9.9K | 1.3% | ▼−2.8% Reduced · −285 sh | |
| 23 | Meta Platforms Inc CL A | $3.5M | 6.2K | 1.3% | ▼−0.3% Reduced · −18 sh | |
| 24 | Philip Morris Intl Inc COM | $3.5M | 19.1K | 1.3% | ▼~0% Reduced · −2 sh | |
| 25 | Vanguard Index FDS TOTAL STK MKT | $3.2M | 8.6K | 1.2% | ▼−0.2% Reduced · −18 sh | |
| 26 | NextEra Energy Inc COM | $3.1M | 35.2K | 1.2% | ▼−0.2% Reduced · −75 sh | |
| 27 | Exxon Mobil Corp COM | $3.0M | 21.8K | 1.1% | ▼−0.2% Reduced · −46 sh | |
| 28 | Steel Dynamics Inc COM | $2.9M | 12.8K | 1.1% | ▼−0.9% Reduced · −114 sh | |
| 29 | Intel Corp COM | $2.7M | 19.1K | 1.0% | ▲+1.2% Added · +234 sh | |
| 30 | Unitedhealth Group Inc COM | $2.6M | 6.4K | 1.0% | ▼−11% Reduced · −778 sh | |
| 31 | Johnson & Johnson COM | $2.6M | 10.2K | 1.0% | —Held | |
| 32 | Bank Of Amer Corp COM | $2.4M | 42.1K | 0.9% | ▼−0.5% Reduced · −191 sh | |
| 33 | Texas Instrs Inc COM | $2.3M | 7.9K | 0.9% | ▼−0.1% Reduced · −10 sh | |
| 34 | Lockheed Martin Corp COM | $2.3M | 4.5K | 0.9% | —Held | |
| 35 | McDonalds Corp COM | $2.3M | 8.4K | 0.9% | ▼−0.8% Reduced · −70 sh | |
| 36 | Coca Cola Co COM | $2.2M | 26.5K | 0.8% | ▼−0.3% Reduced · −94 sh | |
| 37 | Visa Inc COM CL A | $2.1M | 6.2K | 0.8% | ▼−1.1% Reduced · −72 sh | |
| 38 | Advanced Micro Devices Inc COM | $2.1M | 3.6K | 0.8% | ▼−2.0% Reduced · −75 sh | |
| 39 | Tesla Inc COM | $2.0M | 4.6K | 0.7% | ▼−0.3% Reduced · −12 sh | |
| 40 | Fortinet Inc COM | $1.9M | 12.6K | 0.7% | ▼−0.4% Reduced · −50 sh | |
| 41 | Valero Energy Corp COM | $1.9M | 7.4K | 0.7% | ▼−0.8% Reduced · −60 sh | |
| 42 | RTX Corporation COM | $1.9M | 10.1K | 0.7% | ▼−0.7% Reduced · −75 sh | |
| 43 | Bristol-Myers Squibb Co COM | $1.9M | 32.8K | 0.7% | ▼−1.7% Reduced · −579 sh | |
| 44 | Chevron Corporation COM | $1.9M | 11.4K | 0.7% | ▲~0% Added · +4 sh | |
| 45 | Procter & Gamble Co COM | $1.8M | 12.5K | 0.7% | ▼−3.1% Reduced · −395 sh | |
| 46 | Walmart Inc COM | $1.6M | 14.1K | 0.6% | ▲+0.9% Added · +124 sh | |
| 47 | Broadcom Inc COM | $1.6M | 4.2K | 0.6% | ▼−2.2% Reduced · −94 sh | |
| 48 | Berkshire Hathaway Inc Del CL B NEW | $1.6M | 3.1K | 0.6% | —Held | |
| 49 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.5M | 25.5K | 0.6% | ▲+0.5% Added · +131 sh | |
| 50 | Flexshares TR MORNSTAR USMKT | $1.5M | 5.5K | 0.6% | ▼−0.7% Reduced · −40 sh |
This bank page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1940406/holdings"
Use Arkolith to show Greenfield Savings Bank's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 7d | 148 | $263.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 16d | 143 | $234.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 33d | 141 | $237.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 6, 2025 | 6d | 149 | $237.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 7d | 145 | $220.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 10d | 145 | $203.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 13d | 146 | $208.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 7d | 148 | $211.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.