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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
–

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%

No holdings matched the selected filter criteria.

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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.