Passumpsic Savings Bank Top Holdings and 13F Report (2024) About Passumpsic Savings BankInvestment ActivityPassumpsic Savings Bank has $152.36 million in total holdings as of September 30, 2024.Passumpsic Savings Bank owns shares of 82 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 16.82% of the portfolio was purchased this quarter.About 10.87% of the portfolio was sold this quarter.This quarter, Passumpsic Savings Bank has purchased 76 new stocks and bought additional shares in 43 stocks.Passumpsic Savings Bank sold shares of 20 stocks and completely divested from 8 stocks this quarter.Largest Holdings SPDR Portfolio Long Term Corporate Bond ETF $8,663,172General Electric $6,103,580Deckers Outdoor $4,352,347Vanguard Intermediate-Term Corporate Bond ETF $4,278,285NVIDIA $4,156,041 Largest New Holdings this Quarter Garmin $3,137,031 HoldingBoston Scientific $3,015,208 HoldingT-Mobile US $2,633,773 HoldingD.R. Horton $2,466,275 HoldingiShares 10+ Year Investment Grade Corporate Bond ETF $1,147,683 Holding Largest Purchases this Quarter Deckers Outdoor 22,572 shares (about $3.60M)Garmin 17,821 shares (about $3.14M)Boston Scientific 35,981 shares (about $3.02M)T-Mobile US 12,763 shares (about $2.63M)Broadcom 14,315 shares (about $2.47M) Largest Sales this Quarter AON 4,888 shares (about $1.69M)General Electric 1,437 shares (about $270.99K)Arista Networks 565 shares (about $216.86K)Meta Platforms 200 shares (about $114.49K)Intuitive Surgical 215 shares (about $105.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPassumpsic Savings Bank Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLBSPDR Portfolio Long Term Corporate Bond ETF$8,663,172$705,255 ▲8.9%358,5755.7%ETFGEGeneral Electric$6,103,580$270,989 ▼-4.3%32,3664.0%TransportationDECKDeckers Outdoor$4,352,347$3,599,105 ▲477.8%27,2962.9%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$4,278,285$380,644 ▲9.8%51,0842.8%ETFNVDANVIDIA$4,156,041$54,405 ▼-1.3%34,2232.7%Computer and TechnologyAXONAxon Enterprise$4,095,500$47,552 ▼-1.1%10,2492.7%Industrial ProductsAMZNAmazon.com$4,072,801$93,538 ▼-2.2%21,8582.7%Retail/WholesaleANETArista Networks$3,986,738$216,858 ▼-5.2%10,3872.6%Computer and TechnologyISRGIntuitive Surgical$3,924,756$105,623 ▼-2.6%7,9892.6%MedicalCPRTCopart$3,851,348$101,132 ▼-2.6%73,4992.5%Business ServicesALLAllstate$3,789,586$88,187 ▼-2.3%19,9822.5%FinanceVCLTVanguard Long-Term Corporate Bond ETF$3,606,125$267,247 ▲8.0%44,3942.4%ManufacturingIWYiShares Russell Top 200 Growth ETF$3,532,903$180,441 ▲5.4%16,0552.3%ETFHUBBHubbell$3,319,284$16,706 ▼-0.5%7,7492.2%Industrial ProductsCROXCrocs$3,191,468$37,795 ▼-1.2%22,0392.1%Consumer DiscretionaryGRMNGarmin$3,137,031$3,137,031 ▲New Holding17,8212.1%Computer and TechnologyMETAMeta Platforms$3,070,568$114,488 ▼-3.6%5,3642.0%Computer and TechnologyPHParker-Hannifin$3,028,313$102,987 ▼-3.3%4,7932.0%Industrial ProductsBSXBoston Scientific$3,015,208$3,015,208 ▲New Holding35,9812.0%MedicalBKNGBooking$2,944,272$75,818 ▲2.6%6991.9%Retail/WholesaleBRK.BBerkshire Hathaway$2,811,268$70,880 ▲2.6%6,1081.8%FinanceAONAON$2,789,025$1,691,199 ▼-37.7%8,0611.8%FinanceAVGOBroadcom$2,743,440$2,469,338 ▲900.9%15,9041.8%Computer and TechnologyTMUST-Mobile US$2,633,773$2,633,773 ▲New Holding12,7631.7%Computer and TechnologyCMGChipotle Mexican Grill$2,578,553$77,499 ▼-2.9%44,7511.7%Retail/WholesaleNVONovo Nordisk A/S$2,553,813$23,100 ▲0.9%21,4481.7%MedicalVVisa$2,512,218$49,216 ▲2.0%9,1371.6%Business ServicesDHID.R. Horton$2,466,275$2,466,275 ▲New Holding12,9281.6%ConstructionMAMastercard$2,464,062$68,638 ▲2.9%4,9901.6%Business ServicesFIFiserv$2,460,127$31,798 ▼-1.3%13,6941.6%Business ServicesLENLennar$2,413,243$84,741 ▲3.6%12,8721.6%ConstructionGWWW.W. Grainger$2,338,361$35,320 ▼-1.5%2,2511.5%Industrial ProductsJPMJPMorgan Chase & Co.$2,267,378$296,680 ▲15.1%10,7531.5%FinanceRACEFerrari$2,265,460$16,924 ▼-0.7%4,8191.5%Auto/Tires/TrucksLLYEli Lilly and Company$2,259,147$10,631 ▼-0.5%2,5501.5%MedicalCOSTCostco Wholesale$2,116,123$15,957 ▼-0.7%2,3871.4%Retail/WholesaleCRMSalesforce$2,006,842$23,813 ▲1.2%7,3321.3%Computer and TechnologyVXUSVanguard Total International Stock ETF$1,997,941$160,879 ▲8.8%30,8611.3%ETFHIGThe Hartford Financial Services Group$1,916,808$941 ▲0.0%16,2981.3%FinanceCORCencora$1,454,917$68,424 ▲4.9%6,4641.0%MedicalIWPiShares Russell Mid-Cap Growth ETF$1,415,221$98,993 ▲7.5%12,0660.9%ETFMGVVanguard Mega Cap Value ETF$1,382,217$108,397 ▲8.5%10,7750.9%ETFMSFTMicrosoft$1,218,610$497,427 ▲69.0%2,8320.8%Computer and TechnologyIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$1,147,683$1,147,683 ▲New Holding21,4160.8%ETFKLACKLA$980,790$61,928 ▲6.7%1,2670.6%Computer and TechnologyPRUPrudential Financial$961,534$9,567 ▼-1.0%7,9400.6%FinanceAEPAmerican Electric Power$914,371$914,371 ▲New Holding8,9120.6%UtilitiesAAPLApple$821,908$70,589 ▲9.4%3,5280.5%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$821,355$18,816 ▲2.3%4,1470.5%ETFGOOGLAlphabet$779,495$214,610 ▲38.0%4,7000.5%Computer and TechnologyPFEPfizer$743,179$57,822 ▲8.4%25,6800.5%MedicalTSLATesla$732,5640.0%2,8000.5%Auto/Tires/TrucksMMM3M$726,697$2,871 ▲0.4%5,3160.5%Multi-Sector ConglomeratesFNFFidelity National Financial$707,980$310 ▲0.0%11,4080.5%FinanceVBKVanguard Small-Cap Growth ETF$691,954$52,405 ▲8.2%2,5880.5%ETFPZTInvesco New York AMT-Free Municipal Bond ETF$689,6190.0%29,5340.5%ETFDUKDuke Energy$661,707$461 ▲0.1%5,7390.4%UtilitiesRIORio Tinto Group$629,214$5,907 ▲0.9%8,8410.4%Basic MaterialsNWENorthWestern Energy Group$609,507$609,507 ▲New Holding10,6520.4%UtilitiesMAINMain Street Capital$540,008$6,217 ▲1.2%10,7700.4%FinanceVOEVanguard Mid-Cap Value ETF$536,544$52,145 ▲10.8%3,2000.4%ETFVBRVanguard Small-Cap Value ETF$519,819$53,608 ▲11.5%2,5890.3%ETFKHCKraft Heinz$480,270$4,775 ▲1.0%13,6790.3%Consumer StaplesTDToronto-Dominion Bank$476,348$12,272 ▲2.6%7,5300.3%FinanceLYBLyondellBasell Industries$474,1300.0%4,9440.3%Basic MaterialsENBEnbridge$470,061$11,208 ▲2.4%11,5750.3%Oils/EnergyBMOBank of Montreal$463,808$9,471 ▲2.1%5,1420.3%FinanceIBMInternational Business Machines$452,109$16,360 ▲3.8%2,0450.3%Computer and TechnologyDDominion Energy$441,458$11,500 ▲2.7%7,6390.3%UtilitiesXOMExxon Mobil$424,219$142,305 ▲50.5%3,6190.3%Oils/EnergyPSXPhillips 66$423,663$9,727 ▲2.3%3,2230.3%Oils/EnergyTAT&T$382,118$41,646 ▲12.2%17,3690.3%Computer and TechnologyCPCanadian Pacific Kansas City$320,6890.0%3,7490.2%TransportationBHPBHP Group$282,476$21,676 ▲8.3%4,5480.2%Basic MaterialsPZAInvesco National AMT-Free Municipal Bond ETF$279,2950.0%11,5650.2%ETFGOOGAlphabet$263,491$263,491 ▲New Holding1,5760.2%Computer and TechnologyJNJJohnson & Johnson$261,727$261,727 ▲New Holding1,6150.2%MedicalCPBCampbell Soup$221,363$221,363 ▲New Holding4,5250.1%Consumer DefensiveKMBKimberly-Clark$212,424$212,424 ▲New Holding1,4930.1%Consumer StaplesPKGPackaging Co. of America$212,384$212,384 ▲New Holding9860.1%Industrial ProductsAMPAmeriprise Financial$211,415$211,415 ▲New Holding4500.1%FinanceFHIFederated Hermes$205,802$205,802 ▲New Holding5,5970.1%FinancePCARPACCAR$0$3,261,963 ▼-100.0%00.0%Auto/Tires/TrucksCAHCardinal Health$0$2,814,508 ▼-100.0%00.0%MedicalMCKMcKesson$0$2,769,518 ▼-100.0%00.0%MedicalEMREmerson Electric$0$2,532,689 ▼-100.0%00.0%Industrial ProductsCCLCarnival Co. &$0$929,448 ▼-100.0%00.0%Consumer DiscretionaryNCLHNorwegian Cruise Line$0$578,488 ▼-100.0%00.0%Consumer DiscretionarySCCOSouthern Copper$0$320,787 ▼-100.0%00.0%Basic MaterialsMRKMerck & Co., Inc.$0$216,650 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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