Greenfield Savings Bank
SEC Form 13F institutional filer · CIK 0001940406
13F-HR · 130 reported holdings · 2026-03-31
Reported long-US-equity value
$0.23B
Top-10 concentration
34.3%
Greenfield Savings Bank — $226M AUM allocation strategy
Greenfield Savings Bank files SEC Form 13F and reports $226M of long US equity value across 130 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 16.0%, followed by Financials 8.1% and Communication Services 6.9%.
The top 10 holdings account for 34% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Greenfield Savings Bank — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$226M
total across 130 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
34% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +2.38K sh · +$475K+$CMCSA +1.15K sh · −$19.5K+$MRK +1.1K sh · +$242K
Biggest trims (shares)
−$IVZ −2.46K sh · −$470K−$PFE −1.51K sh · +$67.8K−$T −1.42K sh · +$93.8K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals7.3%—
- Interactive Media & Services6.9%—
- Systems Software4.3%—
- Diversified Banks3.1%—
- Semiconductors2.8%—
- Broadline Retail2.2%—
- Consumer Staples Merchandise Retail2.2%—
- Construction Machinery & Heavy Transportation Equipment2.0%—
- Other holdings69.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 64.9K | $16.5M | -155 | 7.3% |
| $MSFT | Microsoft Corporation | 26.4K | $9.76M | +31 | 4.3% |
| $GOOGL | Alphabet Inc | 25.4K | $7.28M | -207 | 3.2% |
| $JPM | JP Morgan Chase & Co | 23.5K | $6.93M | +17 | 3.1% |
| $NVDA | NVIDIA Corporation | 35.9K | $6.25M | +142 | 2.8% |
| $AMZN | Amazon.com Inc | 24.4K | $5.09M | -105 | 2.3% |
| $COST | Costco Wholesale Corporation | 4.99K | $4.97M | +6 | 2.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 16.6K | $4.78M | -13 | 2.1% |
| $CAT | Caterpillar Inc | 6.46K | $4.58M | -109 | 2.0% |
…and 121 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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