Fund Holdings

Greenfield Savings Bank

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
APPLE INC(AAPL)66,33766,015-32213,610,36216,809,3997.09%+3,199,037
ALPHABET INC(GOOG)26,23325,873-3604,653,4726,301,3692.66%+1,647,897
ALPHABET INC(GOOG)17,03917,024-153,002,7834,138,5341.75%+1,135,751
NVIDIA CORPORATION(NVDA)36,99536,352-6435,844,8406,782,5562.86%+937,716
ABBVIE INC(ABBV)18,26418,236-283,390,1644,222,3631.78%+832,199
TESLA INC(TSLA)4,3164,390+741,371,0211,952,3210.82%+581,300
CATERPILLAR INC(CAT)6,7176,628-892,607,6073,162,5501.33%+554,943
HOME DEPOT INC(HD)10,90911,110+2013,999,6764,501,6611.90%+501,985
JPMORGAN CHASE & CO.(JPM)24,15223,702-4507,001,9067,476,3223.15%+474,416
ACCENTURE PLC IRELAND01,832+1,8320451,7710.19%+451,771
UNITEDHEALTH GROUP INC(UNH)6,2736,959+6861,956,9882,402,9431.01%+445,955
SCHWAB CHARLES CORP(SCHW)04,249+4,2490405,6520.17%+405,652
ISHARES TR39,77339,925+1524,346,7914,744,2882.00%+397,497
ORACLE CORP(ORCL)9,1178,466-6511,993,2502,380,9781.00%+387,728
MICROSOFT CORP(MSFT)27,16026,755-40513,509,65613,857,7525.85%+348,096
INVESCO QQQ TR7,9687,879-894,395,4684,730,3152.00%+334,847
JOHNSON & JOHNSON(JNJ)10,53410,478-561,609,0691,942,8310.82%+333,762
ISHARES TR86,36487,026+6625,356,2955,679,3172.40%+323,022
ISHARES TR27,20929,401+2,1922,432,2132,745,1711.16%+312,958
CHIPOTLE MEXICAN GRILL INC(CMG)07,295+7,2950285,8910.12%+285,891
BLACKROCK INC(BLK)1,2821,396+1141,345,1391,627,5550.69%+282,416
SPDR S&P 500 ETF TR(SPY)5,0915,128+373,145,4743,416,1711.44%+270,697
EXXON MOBIL CORP20,16721,564+1,3972,174,0032,431,3411.03%+257,338
VALERO ENERGY CORP(VLO)7,6087,509-991,022,6671,278,4820.54%+255,815
PULTE GROUP INC(PHM)7,9978,255+258843,3641,090,7330.46%+247,369
VANGUARD INDEX FDS8,4028,501+992,553,6202,789,7731.18%+236,153
NEXTERA ENERGY INC(NEE)35,38035,582+2022,456,0802,686,0851.13%+230,005
PACKAGING CORP AMER(PKG)01,038+1,0380226,2110.10%+226,211
NORFOLK SOUTHN CORP(NSC)0751+7510225,6080.10%+225,608
GOLDMAN SACHS GROUP INC(GS)0278+2780221,3850.09%+221,385
RTX CORPORATION(RTX)10,64710,568-791,554,6751,768,3430.75%+213,668
ARK ETF TR02,330+2,3300201,0790.08%+201,079
BANK AMERICA CORP41,50841,939+4311,964,1592,163,6330.91%+199,474
INTEL CORP(INTC)21,10419,750-1,354472,730662,6130.28%+189,883
SPDR DOW JONES INDL AVERAGE(DIA)7,2907,335+453,212,3383,401,5331.44%+189,195
APPLIED MATLS INC11,49111,124-3672,103,6572,277,5280.96%+173,871
DELTA AIR LINES INC DEL(DAL)7,0779,118+2,041348,047517,4470.22%+169,400
CHEVRON CORP NEW(CVX)11,61111,773+1621,662,5791,828,2290.77%+165,650
AT&T INC(T)26,47632,936+6,460766,215930,1130.39%+163,898
SYNCHRONY FINANCIAL(SYF)4,5076,511+2,004300,797462,6070.20%+161,810
GILEAD SCIENCES INC(GILD)7,4478,856+1,409825,649983,0160.41%+157,367
BROADCOM INC(AVGO)4,5854,288-2971,263,8551,414,6540.60%+150,799
STEEL DYNAMICS INC(STLD)12,94712,957+101,657,3451,806,5950.76%+149,250
LOCKHEED MARTIN CORP(LMT)4,6974,651-462,175,3692,321,8260.98%+146,457
PALANTIR TECHNOLOGIES INC(PLTR)1,4731,892+419200,799345,1390.15%+144,340
AMERICAN EXPRESS CO(AXP)13,11613,018-984,183,7424,324,0591.82%+140,317
GARMIN LTD(GRMN)3,6453,631-14760,784894,0250.38%+133,241
DNP SELECT INCOME FD INC(DNP)012,700+12,7000127,1270.05%+127,127
CBRE GROUP INC(CBRE)5,9406,068+128832,313956,0740.40%+123,761
L3HARRIS TECHNOLOGIES INC(LHX)2,3612,342-19592,233715,2700.30%+123,037
QUALCOMM INC(QCOM)2,0122,663+651320,431443,0170.19%+122,586
EBAY INC.(EBAY)6,0986,305+207454,057573,4400.24%+119,383
WALMART INC(WMT)12,23412,755+5211,196,2411,314,5300.55%+118,289
NORTHROP GRUMMAN CORP(NOC)1,2281,199-29613,975730,5750.31%+116,600
VANGUARD INTL EQUITY INDEX F19,22219,646+424950,7201,064,4200.45%+113,700
FLEXSHARES TR5,5005,50001,232,0481,332,5950.56%+100,547
MCDONALDS CORP(MCD)8,6138,608-52,516,4602,615,8851.10%+99,425
ILLINOIS TOOL WKS INC(ITW)2,2512,469+218556,560643,8160.27%+87,256
ALTRIA GROUP INC(MO)11,71111,705-6686,616773,2320.33%+86,616
CUMMINS INC(CMI)8568560280,340361,5490.15%+81,209
GE AEROSPACE(GE)2,0171,979-38519,156595,3230.25%+76,167
MARATHON PETE CORP(MPC)3,2413,187-54538,363614,2620.26%+75,899
CSX CORP(CSX)13,28414,315+1,031433,457508,3260.21%+74,869
EMCOR GROUP INC(EME)795766-29425,238497,5480.21%+72,310
ISHARES TR4,9485,120+172657,144727,5520.31%+70,408
COCA COLA CO(KO)22,34124,888+2,5471,580,6261,650,5720.70%+69,946
GENERAL DYNAMICS CORP(GD)1,4501,445-5422,907492,7450.21%+69,838
LOWES COS INC(LOW)3,4253,301-124759,905829,5740.35%+69,669
DUKE ENERGY CORP NEW(DUK)11,71811,724+61,382,7241,450,8450.61%+68,121
CITIGROUP INC(C)4,4754,383-92380,912444,8750.19%+63,963
PEPSICO INC(PEP)8,4448,340-1041,114,9461,171,2700.49%+56,324
BERKSHIRE HATHAWAY INC DEL3,1643,16401,536,9761,590,6690.67%+53,693
CONOCOPHILLIPS(COP)8,9109,018+108799,583853,0130.36%+53,430
WEC ENERGY GROUP INC(WEC)3,8413,954+113400,232453,0890.19%+52,857
PNC FINL SVCS GROUP INC(PNC)3,4873,492+5650,047701,6480.30%+51,601
ALLSTATE CORP(ALL)2,6422,709+67531,861581,4870.25%+49,626
TJX COS INC NEW(TJX)2,3882,381-7294,894344,1500.15%+49,256
GE VERNOVA INC(GEV)521526+5275,687323,4370.14%+47,750
NXP SEMICONDUCTORS N V1,6741,801+127365,752410,1420.17%+44,390
BRISTOL-MYERS SQUIBB CO(BMY)30,45432,235+1,7811,409,7161,453,7980.61%+44,082
TORONTO DOMINION BK ONT(TD)6,5596,554-5481,759523,9920.22%+42,233
NVR INC(NVR)59590435,754474,0450.20%+38,291
PHILLIPS 66(PSX)2,4332,408-25290,257327,5360.14%+37,279
EATON CORP PLC(ETN)2,9232,880-431,043,4821,077,8400.45%+34,358
ISHARES TR1,2281,2280264,990297,1270.13%+32,137
ISHARES TR869852-17539,562570,2440.24%+30,682
ISHARES TR19,59520,730+1,135449,313475,7540.20%+26,441
PFIZER INC(PFE)36,26535,535-730879,064905,4320.38%+26,368
PPL CORP(PPL)6,3616,378+17215,574237,0060.10%+21,432
ISHARES TR12,23213,103+871275,098295,0800.12%+19,982
ISHARES TR3,5123,5120349,936368,0580.16%+18,122
EXELON CORP(EXC)5,4085,595+187234,815251,8310.11%+17,016
AFLAC INC(AFL)2,6002,6000274,196290,4200.12%+16,224
UNION PAC CORP(UNP)3,8133,764-49877,295889,6970.38%+12,402
ISHARES TR9,0999,464+365220,833230,3540.10%+9,521
SHERWIN WILLIAMS CO(SHW)2,8122,8120965,528973,6830.41%+8,155
SOUTHERN CO(SO)2,3812,389+8218,647226,4060.10%+7,759
VISA INC(V)5,7015,951+2502,024,1402,031,5520.86%+7,412
FIRST TR EXCHANGE-TRADED FD2,2192,2190201,685207,7870.09%+6,102
ISHARES TR19,10619,335+229418,804424,5000.18%+5,696
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