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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 %
99.11%
Top 10 Hldgs %
37.14%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–
Avg Time Held
4.3 quarters
Top 10 Avg Time Held
1.8 quarters
Top 20 Avg Time Held
1.7 quarters

Top Buys

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$12.5M
2
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$10.3M
3
GE icon
GE Aerospace
GE
+$7.53M
4
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$7.48M
5
TSM icon
TSMC
TSM
+$6.33M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 25.75%
2 Technology 22.82%
3 Industrials 12.77%
4 Financials 12.55%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
VCIT icon
1
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.4B
$12.5M 6.84%
+149,128
New +$12.5M
2024 Q1
7 quarters
VCLT icon
2
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.47B
$10.2M 5.56%
+133,951
New +$10.3M
2024 Q1
7 quarters
GE icon
3
GE Aerospace
GE
$318B
$7.7M 4.21%
+24,990
New +$7.53M
2024 Q1
7 quarters
SPLB icon
4
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.16B
$7.35M 4.02%
+325,655
New +$7.48M
2024 Q1
7 quarters
TSM icon
5
TSMC
TSM
$2.52T
$6.56M 3.59%
+21,585
New +$6.33M
2024 Q4
4 quarters
NVDA icon
6
NVIDIA
NVDA
$5.77T
$5.09M 2.79%
+27,307
New +$5.08M
2024 Q1
7 quarters
IWY icon
7
iShares Russell Top 200 Growth ETF
IWY
$16.8B
$5.06M 2.77%
+18,263
New +$5.06M
2024 Q1
7 quarters
AEP icon
8
American Electric Power
AEP
$65.2B
$4.58M 2.51%
+39,706
New +$4.69M
2024 Q3
5 quarters
ANET icon
9
Arista Networks
ANET
$261B
$4.55M 2.49%
+34,695
New +$4.78M
2024 Q1
7 quarters
AVGO icon
10
Broadcom
AVGO
$1.73T
$4.34M 2.37%
+12,531
New +$4.48M
2024 Q1
7 quarters
AMZN icon
11
Amazon
AMZN
$2.71T
$4.29M 2.35%
+18,567
New +$4.25M
2024 Q1
7 quarters
APH icon
12
Amphenol
APH
$215B
$4.2M 2.3%
+62,218
New +$4.16M
2025 Q4
0 quarters
BKNG icon
13
Booking.com
BKNG
$119B
$3.45M 1.89%
+16,125
New +$3.32M
2024 Q1
7 quarters
PH icon
14
Parker-Hannifin
PH
$123B
$3.37M 1.84%
+3,833
New +$3.14M
2024 Q1
7 quarters
CMI icon
15
Cummins
CMI
$72B
$3.34M 1.83%
+6,536
New +$3.06M
2025 Q4
0 quarters
TJX icon
16
TJX Companies
TJX
$148B
$3.32M 1.82%
+21,621
New +$3.2M
2025 Q4
0 quarters
GEV icon
17
GE Vernova
GEV
$264B
$3.31M 1.81%
+5,067
New +$3.09M
2025 Q4
0 quarters
UBER icon
18
Uber
UBER
$142B
$3.18M 1.74%
+38,906
New +$3.5M
2025 Q4
0 quarters
BSX icon
19
Boston Scientific
BSX
$61.4B
$3.14M 1.72%
+32,941
New +$3.23M
2024 Q3
5 quarters
LRCX icon
20
Lam Research
LRCX
$433B
$3.12M 1.71%
+18,237
New +$2.84M
2025 Q4
0 quarters
BNY
21
Bank of New York Mellon
BNY
$97.5B
$3.1M 1.7%
+26,746
New +$2.96M
2025 Q4
0 quarters
JPM icon
22
JPMorgan Chase
JPM
$884B
$3.1M 1.7%
+9,631
New +$2.98M
2024 Q1
7 quarters
V icon
23
Visa
V
$694B
$3.07M 1.68%
+8,755
New +$2.98M
2024 Q1
7 quarters
MA icon
24
Mastercard
MA
$495B
$2.87M 1.57%
+5,019
New +$2.81M
2024 Q1
7 quarters
DIS icon
25
Walt Disney
DIS
$179B
$2.86M 1.56%
+25,111
New +$2.77M
2025 Q4
0 quarters
1
2 3 4

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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 Miscellaneous at 26% of assets, followed by Technology and Industrials.

  • 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.