Top 50 Passumpsic Savings Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 6.84% | 149.1K | $12.5M | new | $82.79(+0.68%) | 2025-12-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 5.56% | 134.0K | $10.2M | new | $77.41(-2.14%) | 2025-12-31 | |
| GE | GE AEROSPACE | 4.21% | 25.0K | $7.7M | new | $120.97(+159.50%) | 2025-12-31 | |
| SPLB | SPDR SERIES TRUST | 4.02% | 325.7K | $7.4M | new | $23.50(-4.09%) | 2025-12-31 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.59% | 21.6K | $6.6M | new | $185.58(+102.12%) | 2025-12-31 | |
| NVDA | NVIDIA CORPORATION | 2.79% | 27.3K | $5.1M | new | $99.92(+99.02%) | 2025-12-31 | |
| IWY | ISHARES TR | 2.77% | 18.3K | $5.1M | new | $198.32(+38.15%) | 2025-12-31 | |
| AEP | AMERICAN ELEC PWR CO INC | 2.51% | 39.7K | $4.6M | new | $109.80(+22.40%) | 2025-12-31 | |
| ANET | ARISTA NETWORKS INC | 2.49% | 34.7K | $4.5M | new | $103.24(+49.48%) | 2025-12-31 | |
| AVGO | Broadcom Inc | 2.37% | 12.5K | $4.3M | new | $123.08(+222.34%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.71% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.33% |
Passumpsic Savings Bank reports $182.72M in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are VCIT (6.8%), VCLT (5.6%) and GE (4.2%). The top 20 holdings account for 56.16% of reported assets. Its disclosed equity book has returned +9.71% cumulatively over 4 quarters. Figures reflect the Q4 2025 filing.
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Holdings on this page are parsed from Passumpsic Savings Bank’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2023170). View Passumpsic Savings Bank’s 13F filings on SEC