Greenfield-Savings-Bank

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVR",
  null,
  null,
  null,
  null,
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "ALL",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "CMI",
  "DUK",
  "EBAY",
  "EOG",
  "GD",
  "GILD",
  "HON",
  "HD",
  "MCD",
  null,
  "UNP",
  "QCOM",
  "ITW",
  "AMAT",
  "EMR",
  "META",
  "IJH",
  "LHX",
  null,
  "MPC",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "EXC",
  "GE",
  "GPC",
  "IJR",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  "PEP",
  "PNC",
  "PGR",
  "IVV",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PKG",
  "REGN",
  "SHW",
  "SHEL",
  "RTX",
  "BP",
  "IBM",
  "STLD",
  "SYK",
  "CI",
  "TXN",
  "TD",
  "TJX",
  "UPS",
  "VO",
  "MET",
  "VWO",
  "EME",
  "TXT",
  "OHI",
  "AFL",
  "AMD",
  "WEC",
  "FTNT",
  "WCN",
  "AMZN",
  "USB",
  "VLO",
  "VTV",
  "V",
  "WMT",
  "GRMN",
  "DVY",
  "NXPI",
  "SO",
  "PPL",
  "PSX",
  "CRM",
  "DIA",
  "NRG",
  "FDX",
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BMY",
  "CBRE",
  "CVX",
  "CB",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COST",
  "CVS",
  "CSX",
  "DAL",
  "DFS",
  "DLR",
  "RSP",
  "EFA",
  "NEE",
  "MAR",
  "QQQ",
  "IWM",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "MCHP",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 145
Total Value: 203858356
Accession Number: 0001376474-25-000319
Form Type: 13F-HR
CIK: greenfield-savings-bank
Manager Name: Greenfield-Savings-Bank

Data Enrichment

96% identified

139 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

145 positions • $203.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 8

Sort by:

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:4.8K

Value:$2.7M

% of Portfolio:1.3% ($2.7M/$203.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:17.0K

Value:$2.6M

% of Portfolio:1.3% ($2.6M/$203.9M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:35.4K

Value:$2.5M

% of Portfolio:1.2% ($2.5M/$203.9M)

PROCTER & GAMBLE Co

PG|742718109

Shares:13.8K

Value:$2.4M

% of Portfolio:1.2% ($2.4M/$203.9M)

922908769

VTI|922908769

Shares:8.4K

Value:$2.3M

% of Portfolio:1.1% ($2.3M/$203.9M)

EXXON MOBIL CORP

XOM|30231G102

Shares:19.1K

Value:$2.3M

% of Portfolio:1.1% ($2.3M/$203.9M)

CATERPILLAR INC

CAT|149123101

Shares:6.6K

Value:$2.2M

% of Portfolio:1.1% ($2.2M/$203.9M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:4.7K

Value:$2.1M

% of Portfolio:1.0% ($2.1M/$203.9M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:33.7K

Value:$2.1M

% of Portfolio:1.0% ($2.1M/$203.9M)

Elevance Health, Inc.

ELV|036752103

Shares:4.5K

Value:$2.0M

% of Portfolio:1.0% ($2.0M/$203.9M)

CHEVRON CORP

CVX|166764100

Shares:11.5K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$203.9M)

VISA INC.

V|92826C839

Shares:5.5K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$203.9M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:10.6K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$203.9M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:28.6K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$203.9M)

METLIFE INC

MET|59156R108

Shares:21.3K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$203.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.2K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$203.9M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:40.2K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$203.9M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:11.2K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$203.9M)

PAYCHEX INC

PAYX|704326107

Shares:10.6K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$203.9M)

COMCAST CORP

CMCSA|20030N101

Shares:43.6K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$203.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	4.8K	QoQ +1.73% (-81) YoY +34.11% (+1.2K)	All Managers (Combined)	$2.7M	1.3% ($2.7M/$203.9M)	QoQ -2.90% (-$79.5K) YoY +43.42% (+$805.7K)
Alphabet Inc.(GOOGLcusip02079K305)	17.0K	QoQ +1.51% (-254) YoY -3.35% (-591)	All Managers (Combined)	$2.6M	1.3% ($2.6M/$203.9M)	QoQ -17.07% (-$542.0K) YoY -0.97% (-$26.0K)
NEXTERA ENERGY INC(NEEcusip65339F101)	35.4K	QoQ +0.79% (-281) YoY +6.78% (+2.3K)	All Managers (Combined)	$2.5M	1.2% ($2.5M/$203.9M)	QoQ -0.32% (-$8.2K) YoY +18.44% (+$390.9K)
PROCTER & GAMBLE Co(PGcusip742718109)	13.8K	QoQ -0.62% (-87) YoY -3.09% (-443)	All Managers (Combined)	$2.4M	1.2% ($2.4M/$203.9M)	QoQ +1.01% (-$23.8K) YoY +1.77% (-$41.3K)
(VTIcusip922908769)	8.4K	QoQ +3.07% (-250) YoY +3.38% (+274)	All Managers (Combined)	$2.3M	1.1% ($2.3M/$203.9M)	QoQ -2.24% (-$53.0K) YoY +9.32% (+$196.4K)
EXXON MOBIL CORP(XOMcusip30231G102)	19.1K	QoQ +2.50% (+466) YoY +4.35% (+795)	All Managers (Combined)	$2.3M	1.1% ($2.3M/$203.9M)	QoQ +13.33% (+$266.5K) YoY +6.76% (+$143.7K)
CATERPILLAR INC(CATcusip149123101)	6.6K	QoQ +2.41% (-157) YoY +1.76% (-115)	All Managers (Combined)	$2.2M	1.1% ($2.2M/$203.9M)	QoQ -6.88% (-$162.1K) YoY -8.41% (-$201.3K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	4.7K	QoQ -1.06% (-51) YoY -3.98% (-196)	All Managers (Combined)	$2.1M	1.0% ($2.1M/$203.9M)	QoQ -9.05% (-$210.1K) YoY -5.70% (-$127.7K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	33.7K	QoQ +1.31% (+439) YoY +10.38% (+3.2K)	All Managers (Combined)	$2.1M	1.0% ($2.1M/$203.9M)	QoQ +5.61% (+$110.7K) YoY +36.48% (+$556.6K)
Elevance Health, Inc.(ELVcusip036752103)	4.5K	QoQ -9.24% (-457) YoY -13.74% (-715)	All Managers (Combined)	$2.0M	1.0% ($2.0M/$203.9M)	QoQ +7.00% (-$127.8K) YoY -27.64% (-$745.7K)
CHEVRON CORP(CVXcusip166764100)	11.5K	QoQ -3.56% (-427) YoY -4.50% (-544)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$203.9M)	QoQ +11.37% (-$197.3K) YoY +1.28% (-$24.4K)
VISA INC.(Vcusip92826C839)	5.5K	QoQ +2.32% (+124) YoY +12.83% (+622)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$203.9M)	QoQ +13.46% (+$227.4K) YoY +41.69% (+$563.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	10.6K	QoQ -0.73% (-78) YoY -3.78% (-415)	All Managers (Combined)	$1.8M	0.9% ($1.8M/$203.9M)	QoQ +13.83% (-$212.7K) YoY +0.86% (-$15.1K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	28.6K	QoQ +3.13% (+871) YoY +7.89% (+2.1K)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$203.9M)	QoQ +11.21% (+$176.1K) YoY +21.34% (+$307.3K)
METLIFE INC(METcusip59156R108)	21.3K	QoQ +1.14% (-241) YoY +2.18% (+454)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$203.9M)	QoQ -0.81% (-$14.1K) YoY +10.70% (+$165.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.2K	QoQ +11.70% (+331) YoY +12.58% (+353)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$203.9M)	QoQ +31.25% (+$400.5K) YoY +42.58% (+$502.3K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	40.2K	QoQ +0.65% (-262) YoY -1.58% (-646)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$203.9M)	QoQ -4.42% (-$77.7K) YoY +8.30% (-$128.7K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	11.2K	QoQ +0.88% (-99) YoY +8.92% (-922)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$203.9M)	QoQ -9.97% (-$180.9K) YoY -23.34% (-$497.2K)
PAYCHEX INC(PAYXcusip704326107)	10.6K	QoQ -2.54% (-276) YoY -7.62% (-873)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$203.9M)	QoQ +7.22% (-$110.0K) YoY +16.05% (-$225.8K)
COMCAST CORP(CMCSAcusip20030N101)	43.6K	QoQ +2.68% (+1.1K) YoY +5.57% (-2.3K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$203.9M)	QoQ +0.96% (+$15.3K) YoY -10.13% (-$181.5K)