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Passumpsic Savings Bank 13F Portfolio

Portfolio Manager
Passumpsic Savings Bank
Performance
+0.00% (2025 Q4)
AUM (13F)
$182.72M
# of Holdings
91
Performance Rank
N/A
Allocation (Top 20)
56.16%
Latest filing
Q4 2025

Passumpsic Savings Bank Holdings Map

Top 50 Passumpsic Savings Bank Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VCIT
VANGUARD SCOTTSDALE FDS
6.84%149.1K$12.5Mnew2024-Q4: 56.4K shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 149.1K shares
$82.79(+0.68%)
2025-12-31
VCLT
VANGUARD SCOTTSDALE FDS
5.56%134.0K$10.2Mnew2024-Q4: 48.6K shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 134.0K shares
$77.41(-2.14%)
2025-12-31
GE
GE AEROSPACE
4.21%25.0K$7.7Mnew2024-Q4: 31.3K shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 25.0K shares
$120.97(+159.50%)
2025-12-31
SPLB
SPDR SERIES TRUST
4.02%325.7K$7.4Mnew2024-Q4: 359.8K shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 325.7K shares
$23.50(-4.09%)
2025-12-31
TSM
TAIWAN SEMICONDUCTOR MFG LTD
3.59%21.6K$6.6Mnew2024-Q4: 26.1K shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 21.6K shares
$185.58(+102.12%)
2025-12-31
NVDA
NVIDIA CORPORATION
2.79%27.3K$5.1Mnew2024-Q4: 33.6K shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 27.3K shares
$99.92(+99.02%)
2025-12-31
IWY
ISHARES TR
2.77%18.3K$5.1Mnew2024-Q4: 16.2K shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 18.3K shares
$198.32(+38.15%)
2025-12-31
AEP
AMERICAN ELEC PWR CO INC
2.51%39.7K$4.6Mnew2024-Q4: 8.7K shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 39.7K shares
$109.80(+22.40%)
2025-12-31
ANET
ARISTA NETWORKS INC
2.49%34.7K$4.5Mnew2024-Q4: 39.8K shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 34.7K shares
$103.24(+49.48%)
2025-12-31
AVGO
Broadcom Inc
2.37%12.5K$4.3Mnew2024-Q4: 15.7K shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 12.5K shares
$123.08(+222.34%)
2025-12-31

About Passumpsic Savings Bank’s portfolio

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.

Portfolio concentration

Portfolio concentration
VCIT — 7.6% ($12.49M)VCLT — 6.2% ($10.16M)GE — 4.7% ($7.70M)SPLB — 4.5% ($7.35M)TSM — 4.0% ($6.56M)NVDA — 3.1% ($5.09M)IWY — 3.1% ($5.06M)AEP — 2.8% ($4.58M)ANET — 2.8% ($4.55M)AVGO — 2.6% ($4.34M)Other — 58.7% ($96.39M)
41%in top 10
  • VCIT7.6%
  • VCLT6.2%
  • GE4.7%
  • SPLB4.5%
  • TSM4.0%
  • NVDA3.1%
  • IWY3.1%
  • AEP2.8%
  • ANET2.8%
  • AVGO2.6%
  • Other58.7%

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Source filings

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

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