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Greenfield Savings Bank

Greenfield Savings Bank is an institution, managing $237.0M across 149 long positions as of Q3 2025 with AAPL as the largest holding (7% allocation).

Portfolio Value
$237.0M
Positions
149
Top Holding
AAPL at 7.09%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in Greenfield Savings Bank's portfolio (32.4% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$16.8M
7.09%
-$82.0K
Sold
0.00%
66.0K shares
Software - Infrastructure
Technology
$13.9M
5.85%
-$209.8K
Sold
0.00%
26.8K shares
Banks - Diversified
Financial Services
$7.5M
3.15%
-$141.9K
Sold
0.00%
23.7K shares
4
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$6.8M
2.86%
-$120.0K
Sold
0.00%
36.4K shares
Internet Content & Information
Communication Services
$6.3M
2.66%
-$87.7K
Sold
0.00%
25.9K shares
ETF
ETF
$5.7M
2.40%
+$43.2K
Bought
87.0K shares
7
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$5.4M
2.28%
-$87.2K
Sold
0.00%
24.6K shares
Discount Stores
Consumer Defensive
$5.0M
2.11%
+$177.7K
Bought
0.00%
5.4K shares
ETF
ETF
$4.7M
2.00%
+$18.1K
Bought
39.9K shares
ETF
ETF
$4.7M
2.00%
-$53.4K
Sold
7.9K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Greenfield Savings Bank's latest filing

See all changes
Market Value
$237.0M
Prior: $220.4M
Q/Q Change
+7.53%
+$16.6M
Net Flows % of MV
-0.326%
Turnover Ratio
2.18%
New Purchases
4 stocks
$1.1M
Added To
54 stocks
+$3.1M
Sold Out Of
4 stocks
$1.0M
Reduced Holdings
72 stocks
-$4.0M

Increased Positions

PositionShares Δ
New
New
New
New
+44.46%

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
-33.59%

Analytics

Portfolio insights and performance metrics for Greenfield Savings Bank

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Sector Allocation

Technology: 23.20%TechnologyETF: 14.90%ETFFinancial Services: 14.50%Financial ServicesConsumer Cyclical: 8.20%Industrials: 8.10%Communication Services: 7.70%Healthcare: 7.70%Consumer Defensive: 7.00%Energy: 3.50%Utilities: 2.90%Basic Materials: 1.40%Real Estate: 0.60%
Technology
23.20%
ETF
14.90%
Financial Services
14.50%
Consumer Cyclical
8.20%
Industrials
8.10%
Communication Services
7.70%
Healthcare
7.70%
Consumer Defensive
7.00%
Energy
3.50%
Utilities
2.90%
Basic Materials
1.40%
Real Estate
0.60%

Market Cap Distribution

Mega Cap (> $200B): 55.81%Mega Cap (> $200B)Large Cap ($10B - $200B): 28.81%Large Cap ($10B - $200B)Nano Cap (< $50M): 0.30%N/A (ETF or Unknown): 15.08%N/A (ETF or Unknown)
Mega Cap (> $200B)
55.81%
Large Cap ($10B - $200B)
28.81%
Nano Cap (< $50M)
0.30%
N/A (ETF or Unknown)
15.08%

Portfolio Concentration

Top 10 Holdings %
32.39%
Top 20 Holdings %
49.49%
Top 50 Holdings %
74.75%
Top 100 Holdings %
92.53%

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