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Passumpsic Savings Bank

Latest statistics and disclosures from Passumpsic Savings Bank's latest quarterly 13F-HR filing:

Top 5 stock holdings are VCIT, VCLT, GE, SPLB, TSM, and represent 24.22% of Passumpsic Savings Bank's stock portfolio.
Added to shares of these 10 stocks: VCIT (+$7.8M), VCLT (+$6.5M), APH, AEP, CMI, TJX, GEV, UBER, LRCX, BK.
Started 31 new stock positions in DIS, GEV, EXC, OMC, HWM, MU, MKL, TJX, AES, RMD.
Reduced shares in these 10 stocks: AXON (-$6.0M), DECK (-$5.4M), , ALL, , PGR, HUBB, AON, TMUS, BRK.B.
Sold out of its positions in ALL, AXON, BRK.B, CMG, COST, DECK, FI, GWW, HUBB, ISRG. LEN, ORCL, PYPL, PGR, CRM, TMUS, UHS, AON, GRMN, RACE, LYB.
Passumpsic Savings Bank was a net buyer of stock by $582k.
Passumpsic Savings Bank has $183M in assets under management (AUM), dropping by 13.95%.
Central Index Key (CIK): 0002023170

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Portfolio Holdings for Passumpsic Savings Bank

Passumpsic Savings Bank holds 90 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Fixed Income ETF (VCIT)	6.8	$13M	+164%	149k	83.75	View chart
Vanguard Scottsdale Fds Fixed Income ETF (VCLT)	5.6	$10M	+175%	134k	75.85	View chart
Ge Aerospace Common Stock (GE)	4.2	$7.7M	-20%	25k	308.03	View chart
Spdr Series Trust Fixed Income ETF (SPLB)	4.0	$7.4M	-9%	326k	22.58	View chart
Taiwan Semiconductor Mfg Int'l Common Stock (TSM)	3.6	$6.6M	-17%	22k	303.89	View chart
Nvidia Corporation Common Stock (NVDA)	2.8	$5.1M	-18%	27k	186.50	View chart
Ishares Tr Exchange Traded Fund (IWY)	2.8	$5.1M	+12%	18k	276.94	View chart
American Elec Pwr Common Stock (AEP)	2.5	$4.6M	+356%	40k	115.31	View chart
Arista Networks Common Stock (ANET)	2.5	$4.5M	-12%	35k	131.03	View chart
Broadcom Common Stock (AVGO)	2.4	$4.3M	-20%	13k	346.10	View chart
Amazon Common Stock (AMZN)	2.3	$4.3M	-12%	19k	230.82	View chart
Amphenol Corp Common Stock (APH)	2.3	$4.2M	NEW	31k	135.14	View chart
Booking Holdings Common Stock (BKNG)	1.9	$3.5M	-5%	645.00	5355.33	View chart
Parker-hannifin Corp Common Stock (PH)	1.8	$3.4M	-16%	3.8k	878.96	View chart
Cummins Common Stock (CMI)	1.8	$3.3M	NEW	6.5k	510.45	View chart
Tjx Cos Common Stock (TJX)	1.8	$3.3M	NEW	22k	153.61	View chart
Ge Vernova Common Stock (GEV)	1.8	$3.3M	NEW	5.1k	653.57	View chart
Uber Technologies Common Stock (UBER)	1.7	$3.2M	NEW	39k	81.71	View chart
Boston Scientific Corp Common Stock (BSX)	1.7	$3.1M	-6%	33k	95.35	View chart
Lam Research Corp Common Stock (LRCX)	1.7	$3.1M	NEW	18k	171.18	View chart
Bank New York Mellon Corp Common Stock (BK)	1.7	$3.1M	NEW	27k	116.09	View chart
Jpmorgan Chase & Co Common Stock (JPM)	1.7	$3.1M	-11%	9.6k	322.22	View chart
Visa Common Stock (V)	1.7	$3.1M	-3%	8.8k	350.71	View chart
Mastercard Incorporated Common Stock (MA)	1.6	$2.9M		5.0k	570.88	View chart
Disney Walt Common Stock (DIS)	1.6	$2.9M	NEW	25k	113.77	View chart
Meta Platforms Common Stock (META)	1.6	$2.9M	-16%	4.3k	660.09	View chart
Vanguard Star Fds International Equity ETF (VXUS)	1.5	$2.8M	+11%	37k	75.44	View chart
Micron Technology Common Stock (MU)	1.5	$2.7M	NEW	9.4k	285.41	View chart
Howmet Aerospace Common Stock (HWM)	1.5	$2.7M	NEW	13k	205.02	View chart
Eli Lilly & Co Common Stock (LLY)	1.4	$2.6M		2.4k	1074.68	View chart
Interdigital Common Stock (IDCC)	1.3	$2.4M	NEW	7.5k	318.38	View chart
Cencora Common Stock (COR)	1.2	$2.2M		6.5k	337.75	View chart
Resmed Common Stock (RMD)	1.2	$2.2M	NEW	9.0k	240.87	View chart
Hartford Insurance Group Common Stock (HIG)	1.2	$2.1M	-3%	16k	137.80	View chart
Cboe Global Mkts Common Stock (CBOE)	1.1	$2.0M	NEW	8.1k	251.00	View chart
Interactive Brokers Group Common Stock (IBKR)	1.1	$2.0M	NEW	31k	64.31	View chart
Ishares Tr Exchange Traded Fund (IWP)	1.1	$2.0M	+17%	14k	136.94	View chart
Vanguard World Exchange Traded Fund (MGV)	1.0	$1.8M	+12%	13k	141.16	View chart
Ubiquiti Common Stock (UI)	1.0	$1.8M	NEW	3.3k	553.35	View chart
Emcor Group Common Stock (EME)	0.9	$1.7M	NEW	2.8k	611.79	View chart
Kinross Gold Corp Common Stock (KGC)	0.9	$1.7M	NEW	60k	28.16	View chart
Alphabet Common Stock (GOOGL)	0.9	$1.6M	+6%	5.2k	313.00	View chart
Microsoft Corp Common Stock (MSFT)	0.9	$1.6M	+10%	3.2k	483.62	View chart
Royal Caribbean Group Common Stock (RCL)	0.8	$1.5M	NEW	5.4k	278.92	View chart
Tesla Common Stock (TSLA)	0.7	$1.3M		2.8k	449.72	View chart
Apple Common Stock (AAPL)	0.7	$1.2M	+10%	4.6k	271.86	View chart
Vanguard Specialized Funds Exchange Traded Fund (VIG)	0.6	$1.1M	+20%	5.1k	219.78	View chart
Vanguard Index Fds Exchange Traded Fund (VBK)	0.5	$972k	+20%	3.2k	302.11	View chart
Ishares Tr Fixed Income ETF (IGLB)	0.5	$967k	-19%	19k	50.45	View chart
Rio Tinto Int'l Common Stock (RIO)	0.4	$805k	+3%	10k	80.03	View chart
3M Common Stock (MMM)	0.4	$800k	-4%	5.0k	160.10	View chart
Prudential Finl Common Stock (PRU)	0.4	$788k	-8%	7.0k	112.88	View chart
Invesco Exchange-traded Fd Tr Fixed Income ETF (PZT)	0.4	$768k	+16%	34k	22.31	View chart
Toronto Dominion Bk Ont Int'l Common Stock (TD)	0.4	$750k	+4%	8.0k	94.20	View chart
Northwestern Energy Group Common Stock (NWE)	0.4	$720k	+3%	11k	64.54	View chart
Duke Energy Corp Common Stock (DUK)	0.4	$698k	+2%	6.0k	117.21	View chart
Bank Montreal Medium Int'l Common Stock (BMO)	0.4	$690k	+3%	5.3k	129.79	View chart
International Business Machs Common Stock (IBM)	0.4	$667k	+8%	2.3k	296.21	View chart
Vanguard Index Fds Exchange Traded Fund (VBR)	0.4	$653k	+14%	3.1k	211.79	View chart
Vanguard Index Fds Exchange Traded Fund (VOE)	0.4	$642k	+8%	3.6k	177.37	View chart
Main Str Cap Corp Common Stock (MAIN)	0.4	$641k		11k	60.39	View chart
Pfizer Common Stock (PFE)	0.3	$618k		25k	24.90	View chart
Fidelity National Financial In Common Stock (FNF)	0.3	$608k		11k	54.59	View chart
Oneok Common Stock (OKE)	0.3	$590k		8.0k	73.50	View chart
Enbridge Int'l Common Stock (ENB)	0.3	$587k	+6%	12k	47.83	View chart
At&t Common Stock (T)	0.3	$531k	+19%	21k	24.84	View chart
Dominion Energy Common Stock (D)	0.3	$517k	+13%	8.8k	58.59	View chart
Exxon Mobil Corp Common Stock (XOM)	0.3	$514k	+18%	4.3k	120.34	View chart
Phillips 66 Common Stock (PSX)	0.3	$486k	+15%	3.8k	129.04	View chart
BHP Group Int'l Common Stock (BHP)	0.2	$450k	+53%	7.5k	60.37	View chart
Nextera Energy Common Stock (NEE)	0.2	$449k	NEW	5.6k	80.28	View chart
Kraft Heinz Common Stock (KHC)	0.2	$403k	+19%	17k	24.25	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$389k	+15%	1.9k	206.95	View chart
Federated Hermes Common Stock (FHI)	0.2	$377k	+25%	7.2k	52.07	View chart
Genuine Parts Common Stock (GPC)	0.2	$325k	NEW	2.6k	122.96	View chart
Cisco Sys Common Stock (CSCO)	0.2	$315k	NEW	4.1k	77.03	View chart
Verizon Communications Common Stock (VZ)	0.2	$299k	NEW	7.3k	40.73	View chart
Bristol-myers Squibb Common Stock (BMY)	0.2	$280k	NEW	5.2k	53.94	View chart
Canadian Pacific Kansas City Common Stock (CP)	0.2	$276k		3.7k	73.63	View chart
Alphabet Common Stock (GOOG)	0.2	$275k	NEW	875.00	313.80	View chart
Invesco Exchange-traded Fd Tr Fixed Income ETF (PZA)	0.1	$273k	-8%	12k	23.19	View chart
Markel Group Common Stock (MKL)	0.1	$260k	NEW	121.00	2149.65	View chart
First Amern Finl Corp Common Stock (FAF)	0.1	$254k	NEW	4.1k	61.44	View chart
Exelon Corp Common Stock (EXC)	0.1	$253k	NEW	5.8k	43.59	View chart
Aes Corp Common Stock (AES)	0.1	$245k	NEW	17k	14.34	View chart
Chevron Corporation Common Stock (CVX)	0.1	$238k	NEW	1.6k	152.41	View chart
Omnicom Group Common Stock (OMC)	0.1	$229k	NEW	2.8k	80.75	View chart
Kimberly-clark Corp Common Stock (KMB)	0.1	$228k	NEW	2.3k	100.89	View chart
Ameriprise Finl Common Stock (AMP)	0.1	$221k		450.00	490.34	View chart
Great Lakes Dredge & Dock Corp Common Stock (GLDD)	0.1	$157k		12k	13.12	View chart

Past Filings by Passumpsic Savings Bank

SEC 13F filings are viewable for Passumpsic Savings Bank going back to 2024

Passumpsic Savings Bank 2025 Q4 filed Feb. 5, 2026
Passumpsic Savings Bank 2024 Q4 filed Feb. 3, 2025
Passumpsic Savings Bank 2024 Q3 filed Nov. 20, 2024
Passumpsic Savings Bank 2024 Q2 filed Aug. 13, 2024
Passumpsic Savings Bank 2024 Q1 filed May 14, 2024

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