Passumpsic Savings Bank
13F Reported Value
ⓘ$182.7M
Holdings
90
Latest Filing
2025-12-31
Filing Quarter
Q4 2025
Portfolio Overview
Passumpsic Savings Bank disclosed 90 positions worth $182.7M in its Form 13F-HR for Q4 2025. During the quarter the fund opened 53 new positions and exited 17 and a full exit from $AXON. The portfolio is most concentrated in Technology (29.4% of disclosed assets). All figures are sourced directly from Passumpsic Savings Bank’s Form 13F-HR filing with the SEC under CIK 2023170.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q4 2025
Click any card to unlockTop Holdings
VANGUARD SCOTTSDALE FDS
—Quality
$12.5M149,128 shVANGUARD SCOTTSDALE FDS
—Quality
$10.2M133,951 sh- 74.8#146
Quality
$7.7M24,990 sh SPDR SERIES TRUST
—Quality
$7.4M325,655 sh- $6.6M21,585 sh
- 90.2
Quality
$5.1M27,307 sh ISHARES TR
—Quality
$5.1M18,263 sh- 75.4
Quality
$4.6M39,706 sh - 86.0
Quality
$4.5M34,695 sh - 86.4
Quality
$4.3M12,531 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | — | $12.5M | 149,128 |
| VANGUARD SCOTTSDALE FDS | — | $10.2M | 133,951 |
 GENERAL ELECTRIC CO$GE | 74.8#146 | $7.7M | 24,990 |
| SPDR SERIES TRUST | — | $7.4M | 325,655 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $6.6M | 21,585 |
 NVIDIA CORP$NVDA | 90.2 | $5.1M | 27,307 |
| ISHARES TR | — | $5.1M | 18,263 |
 AMERICAN ELECTRIC POWER CO INC$AEP | 75.4 | $4.6M | 39,706 |
 Arista Networks, Inc.$ANET | 86.0 | $4.5M | 34,695 |
 Broadcom Inc.$AVGO | 86.4 | $4.3M | 12,531 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Passumpsic Savings Bank's 90 positions.
Showing top 10 of 90 holdings.
Sector Allocation
Technology
$53.7M
Other
$46.7M
Financials
$23.3M
Industrials
$15.4M
Consumer Discretionary
$11.4M
Healthcare
$10.0M
Utilities
$7.5M
Materials
$5.8M
Full Holdings — Passumpsic Savings Bank (Q4 2025)
All 90 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD SCOTTSDALE FDS | $12.5M | 6.8% | NEW | — |
| 2 | — | VANGUARD SCOTTSDALE FDS | $10.2M | 5.6% | NEW | — |
| 3 | $GE | GENERAL ELECTRIC CO | $7.7M | 4.2% | NEW | 74.8 |
| 4 | — | SPDR SERIES TRUST | $7.4M | 4.0% | NEW | — |
| 5 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $6.6M | 3.6% | NEW | — |
| 6 | $NVDA | NVIDIA CORP | $5.1M | 2.8% | -19% | 90.2 |
| 7 | — | ISHARES TR | $5.1M | 2.8% | NEW | — |
| 8 | $AEP | AMERICAN ELECTRIC POWER CO INC | $4.6M | 2.5% | NEW | 75.4 |
| 9 | $ANET | Arista Networks, Inc. | $4.5M | 2.5% | -13% | 86 |
| 10 | $AVGO | Broadcom Inc. | $4.3M | 2.4% | -20% | 86.4 |
| 11 |  $AMZN | AMAZON COM INC | $4.3M | 2.4% | -12% | 74.6 |
| 12 |  $APH | AMPHENOL CORP /DE/ | $4.2M | 2.3% | NEW | 80.5 |
| 13 |  $BKNG | Booking Holdings Inc. | $3.5M | 1.9% | -6% | 55.3 |
| 14 |  $PH | Parker-Hannifin Corp | $3.4M | 1.8% | -16% | 73.8 |
| 15 |  $CMI | CUMMINS INC | $3.3M | 1.8% | NEW | 58.9 |
| 16 |  $TJX | TJX COMPANIES INC /DE/ | $3.3M | 1.8% | NEW | 70.7 |
| 17 |  $GEV | GE Vernova Inc. | $3.3M | 1.8% | NEW | 70.1 |
| 18 |  $UBER | Uber Technologies, Inc | $3.2M | 1.7% | NEW | 79.3 |
| 19 |  $BSX | BOSTON SCIENTIFIC CORP | $3.1M | 1.7% | -7% | 79.9 |
| 20 |  $LRCX | LAM RESEARCH CORP | $3.1M | 1.7% | NEW | 82.4 |
| 21 |  $__PARK_1390777 | Bank of New York Mellon Corp | $3.1M | 1.7% | NEW | 36.7 |
| 22 |  $JPM | JPMORGAN CHASE & CO | $3.1M | 1.7% | -11% | 35.6 |
| 23 |  $V | VISA INC. | $3.1M | 1.7% | -4% | 83.5 |
| 24 |  $MA | Mastercard Inc | $2.9M | 1.6% | -0% | 81.7 |
| 25 |  $DIS | Walt Disney Co | $2.9M | 1.6% | NEW | 68.9 |
| 26 |  $META | Meta Platforms, Inc. | $2.9M | 1.6% | -17% | 80.9 |
| 27 | — | VANGUARD STAR FDS | $2.8M | 1.5% | NEW | — |
| 28 |  $MU | MICRON TECHNOLOGY INC | $2.7M | 1.5% | NEW | 88.4 |
| 29 |  $HWM | Howmet Aerospace Inc. | $2.7M | 1.5% | NEW | 79.1 |
| 30 |  $LLY | ELI LILLY & Co | $2.6M | 1.4% | -2% | 89.3 |
| 31 |  $IDCC | InterDigital, Inc. | $2.4M | 1.3% | NEW | 76.2 |
| 32 |  $COR | Cencora, Inc. | $2.2M | 1.2% | -0% | 59.6 |
| 33 |  $RMD | RESMED INC | $2.2M | 1.2% | NEW | 79.8 |
| 34 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $2.1M | 1.2% | NEW | 69.5 |
| 35 |  $CBOE | Cboe Global Markets, Inc. | $2.0M | 1.1% | NEW | 81.2 |
| 36 |  $IBKR | Interactive Brokers Group, Inc. | $2.0M | 1.1% | NEW | 75.5 |
| 37 | — | ISHARES TR | $2.0M | 1.1% | NEW | — |
| 38 | — | VANGUARD WORLD FD | $1.8M | 1.0% | NEW | — |
| 39 |  $UI | Ubiquiti Inc. | $1.8M | 1.0% | NEW | 83.1 |
| 40 |  $EME | EMCOR Group, Inc. | $1.7M | 0.9% | NEW | 71.7 |
| 41 |  $KGC | KINROSS GOLD CORP | $1.7M | 0.9% | NEW | — |
| 42 |  $GOOG | Alphabet Inc. | $1.6M | 0.9% | NEW | 80.2 |
| 43 |  $MSFT | MICROSOFT CORP | $1.6M | 0.9% | +10% | 83.7 |
| 44 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $1.5M | 0.8% | NEW | — |
| 45 |  $TSLA | Tesla, Inc. | $1.3M | 0.7% | +0% | 50.1 |
| 46 |  $AAPL | Apple Inc. | $1.2M | 0.7% | +10% | 76.1 |
| 47 | — | VANGUARD SPECIALIZED FUNDS | $1.1M | 0.6% | NEW | — |
| 48 | — | VANGUARD INDEX FDS | $971,888 | 0.5% | NEW | — |
| 49 | — | ISHARES TR | $967,026 | 0.5% | NEW | — |
| 50 |  $RIO | RIO TINTO PLC | $804,782 | 0.4% | +906% | — |
| 51 |  $MMM | 3M CO | $799,700 | 0.4% | -5% | 60.7 |
| 52 |  $PFH | PRUDENTIAL FINANCIAL INC | $787,451 | 0.4% | NEW | 58.6 |
| 53 |  $IVZ | Invesco Ltd. | $767,646 | 0.4% | NEW | — |
| 54 |  $TD | TORONTO DOMINION BANK | $749,832 | 0.4% | NEW | — |
| 55 |  $NWE | NorthWestern Energy Group, Inc. | $719,815 | 0.4% | +4% | 65.6 |
| 56 |  $DUK | Duke Energy CORP | $697,986 | 0.4% | +2% | 64 |
| 57 |  $BMO | BANK OF MONTREAL /CAN/ | $689,704 | 0.4% | NEW | — |
| 58 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $667,065 | 0.4% | NEW | 66.7 |
| 59 | — | VANGUARD INDEX FDS | $652,949 | 0.4% | NEW | — |
| 60 | — | VANGUARD INDEX FDS | $642,079 | 0.3% | NEW | — |
| 61 |  $MAIN | Main Street Capital CORP | $641,342 | 0.3% | NEW | — |
| 62 |  $PFE | PFIZER INC | $618,192 | 0.3% | +1% | 69 |
| 63 |  $FNF | Fidelity National Financial, Inc. | $608,078 | 0.3% | -1% | 69.7 |
| 64 |  $OKE | ONEOK INC /NEW/ | $590,058 | 0.3% | NEW | 72 |
| 65 |  $ENB | ENBRIDGE INC | $587,400 | 0.3% | +7% | — |
| 66 |  $T | AT&T INC. | $530,856 | 0.3% | +19% | 71.9 |
| 67 |  $D | DOMINION ENERGY, INC | $517,233 | 0.3% | +14% | 74.9 |
| 68 |  $XOM | EXXON MOBIL CORP | $514,213 | 0.3% | +18% | 61.8 |
| 69 |  $PSX | Phillips 66 | $485,836 | 0.3% | +15% | 47.6 |
| 70 |  $BHP | BHP Group Ltd | $450,239 | 0.3% | +53% | — |
| 71 |  $NEE | NEXTERA ENERGY INC | $448,605 | 0.3% | NEW | 71.7 |
| 72 |  $KHC | Kraft Heinz Co | $403,399 | 0.2% | +20% | 42.5 |
| 73 |  $JNJ | JOHNSON & JOHNSON | $389,066 | 0.2% | +16% | 72.8 |
| 74 |  $FHI | FEDERATED HERMES, INC. | $377,403 | 0.2% | +26% | 70.6 |
| 75 |  $GPC | GENUINE PARTS CO | $324,614 | 0.2% | NEW | 54.2 |
| 76 |  $CSCO | CISCO SYSTEMS, INC. | $314,513 | 0.2% | NEW | 72.3 |
| 77 |  $VZ | VERIZON COMMUNICATIONS INC | $299,284 | 0.2% | NEW | 71.6 |
| 78 |  $BMY | BRISTOL MYERS SQUIBB CO | $280,218 | 0.1% | NEW | 70.1 |
| 79 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $276,039 | 0.1% | +0% | — |
| 80 |  $GOOGL | Alphabet Inc. | $274,575 | 0.1% | NEW | 80.2 |
| 81 | $IVZ | Invesco Ltd. | $273,410 | 0.1% | NEW | — |
| 82 |  $MKL | MARKEL GROUP INC. | $260,108 | 0.1% | NEW | 68.2 |
| 83 |  $FAF | First American Financial Corp | $254,362 | 0.1% | NEW | 65 |
| 84 |  $EXC | EXELON CORP | $252,909 | 0.1% | NEW | 63.9 |
| 85 |  $AES | AES CORP | $244,497 | 0.1% | NEW | 50.9 |
| 86 |  $CVX | CHEVRON CORP | $237,607 | 0.1% | NEW | 54.7 |
| 87 |  $OMC | OMNICOM GROUP INC. | $228,833 | 0.1% | NEW | 60.5 |
| 88 |  $KMB | KIMBERLY CLARK CORP | $228,011 | 0.1% | NEW | 61.7 |
| 89 |  $AMP | AMERIPRISE FINANCIAL INC | $220,653 | 0.1% | NEW | 70.2 |
| 90 |  $GLDD | Great Lakes Dredge & Dock CORP | $157,440 | 0.1% | +0% | 64.8 |
New Positions (53)
$GE GENERAL ELECTRIC CO$7.7M$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$6.6M$AEP AMERICAN ELECTRIC POWER CO INC$4.6M$APH AMPHENOL CORP /DE/$4.2M$CMI CUMMINS INC$3.3M$TJX TJX COMPANIES INC /DE/$3.3M$GEV GE Vernova Inc.$3.3M$UBER Uber Technologies, Inc$3.2M$LRCX LAM RESEARCH CORP$3.1M$__PARK_1390777 Bank of New York Mellon Corp$3.1M$DIS Walt Disney Co$2.9MExited Positions (17)
$AXON AXON ENTERPRISE, INC.
$DECK DECKERS OUTDOOR CORP
$ISRG INTUITIVE SURGICAL INC
$ALL ALLSTATE CORP
$GRMN GARMIN LTD
$PGR PROGRESSIVE CORP/OH/
$HUBB HUBBELL INC
$AON Aon plc
$TMUS T-Mobile US, Inc.
$BRK-A BERKSHIRE HATHAWAY INC
$FISV FISERV INC
$CMG CHIPOTLE MEXICAN GRILL INC
$CRM Salesforce, Inc.
$ORCL ORACLE CORP
$LEN LENNAR CORP /NEW/Browse Top Institutional Investors
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