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PSB
Passumpsic Savings Bank Portfolio holdings
AUM
$183M
This Fund
S&P 500
This Quarter
Est. Return
+3.4%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$183M
AUM Growth
–
Cap. Flow
+$181M
Cap. Flow
% of AUM
99.11%
Top 10 Holdings %
Top 10 Hldgs %
37.14%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$12.5M |
| 2 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
+$10.3M |
| 3 |
GE Aerospace
GE
|
+$7.53M |
| 4 |
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
|
+$7.48M |
| 5 |
TSMC
TSM
|
+$6.33M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.82% |
| 2 | Industrials | 12.77% |
| 3 | Financials | 12.55% |
| 4 | Consumer Discretionary | 7.75% |
| 5 | Healthcare | 6.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
| $12.5M | 6.84% |
+149,128
| New | +$12.5M |
|
|
2
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.68B
| $10.2M | 5.56% |
+133,951
| New | +$10.3M |
|
|
3
GE Aerospace
GE
$383B
| $7.7M | 4.21% |
+24,990
| New | +$7.53M |
|
|
4
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.19B
| $7.35M | 4.02% |
+325,655
| New | +$7.48M |
|
|
5
TSMC
TSM
$2.24T
| $6.56M | 3.59% |
+21,585
| New | +$6.33M |
|
6
NVIDIA
NVDA
$5.46T
| $5.09M | 2.79% |
+27,307
| New | +$5.08M |
|
7
iShares Russell Top 200 Growth ETF
IWY
$16.4B
| $5.06M | 2.77% |
+18,263
| New | +$5.06M |
|
8
American Electric Power
AEP
$68.8B
| $4.58M | 2.51% |
+39,706
| New | +$4.69M |
|
9
Arista Networks
ANET
$253B
| $4.55M | 2.49% |
+34,695
| New | +$4.78M |
|
10
Broadcom
AVGO
$1.87T
| $4.34M | 2.37% |
+12,531
| New | +$4.48M |
|
11
Amazon
AMZN
$2.81T
| $4.29M | 2.35% |
+18,567
| New | +$4.25M |
|
12
Amphenol
APH
$211B
| $4.2M | 2.3% |
+31,109
| New | +$4.16M |
|
13
Booking.com
BKNG
$155B
| $3.45M | 1.89% |
+16,125
| New | +$3.32M |
|
14
Parker-Hannifin
PH
$133B
| $3.37M | 1.84% |
+3,833
| New | +$3.14M |
|
15
Cummins
CMI
$88.5B
| $3.34M | 1.83% |
+6,536
| New | +$3.06M |
|
16
TJX Companies
TJX
$167B
| $3.32M | 1.82% |
+21,621
| New | +$3.2M |
|
17
GE Vernova
GEV
$290B
| $3.31M | 1.81% |
+5,067
| New | +$3.09M |
|
18
Uber
UBER
$155B
| $3.18M | 1.74% |
+38,906
| New | +$3.5M |
|
19
Boston Scientific
BSX
$74.7B
| $3.14M | 1.72% |
+32,941
| New | +$3.23M |
|
20
Lam Research
LRCX
$429B
| $3.12M | 1.71% |
+18,237
| New | +$2.84M |
|
|
BNY
21
Bank of New York Mellon
BNY
$112B
| $3.1M | 1.7% |
+26,746
| New | +$2.96M |
|
22
JPMorgan Chase
JPM
$964B
| $3.1M | 1.7% |
+9,631
| New | +$2.98M |
|
23
Visa
V
$673B
| $3.07M | 1.68% |
+8,755
| New | +$2.98M |
|
24
Mastercard
MA
$494B
| $2.87M | 1.57% |
+5,019
| New | +$2.81M |
|
25
Walt Disney
DIS
$180B
| $2.86M | 1.56% |
+25,111
| New | +$2.77M |
|
Similar funds
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EECFX
OIM
PW
CIC
PWA
AIMU
ACA
Passumpsic Savings Bank's Q4 2025 Portfolio in Review
As of Q4 2025, Passumpsic Savings Bank held 90 positions worth $183M. Its ten largest holdings account for 37% of the portfolio.
Passumpsic Savings Bank deployed $181M of net new capital in Q4 2025, opening 90 new positions. Its largest new stake was Vanguard Intermediate-Term Corporate Bond ETF: 149,128 shares worth $12.5M.
By sector, the portfolio is most concentrated in Technology at 23% of assets, followed by Industrials and Financials.
- Passumpsic Savings Bank's largest Q4 2025 buy was Vanguard Intermediate-Term Corporate Bond ETF: 149,128 shares worth $12.5M.
- Passumpsic Savings Bank's ten largest holdings make up 37% of its $183M portfolio in Q4 2025.
- Passumpsic Savings Bank opened 90 new positions and closed 0 in Q4 2025.
Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.