Passumpsic Savings Bank Top Holdings and 13F Report (2025) About Passumpsic Savings BankInvestment ActivityPassumpsic Savings Bank has $160.35 million in total holdings as of December 31, 2024.Passumpsic Savings Bank owns shares of 80 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 13.87% of the portfolio was purchased this quarter.About 12.40% of the portfolio was sold this quarter.This quarter, Passumpsic Savings Bank has purchased 82 new stocks and bought additional shares in 34 stocks.Passumpsic Savings Bank sold shares of 33 stocks and completely divested from 10 stocks this quarter.Largest Holdings SPDR Portfolio Long Term Corporate Bond ETF $7,997,598Axon Enterprise $5,986,585Deckers Outdoor $5,394,680General Electric $5,216,357Taiwan Semiconductor Manufacturing $5,148,169 Largest New Holdings this Quarter Taiwan Semiconductor Manufacturing $5,148,169 HoldingARISTA NETWORKS INC $4,402,520 HoldingProgressive $3,487,044 HoldingPayPal $2,236,511 HoldingOracle $2,113,662 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 26,068 shares (about $5.15M)ARISTA NETWORKS INC 39,831 shares (about $4.40M)Progressive 14,553 shares (about $3.49M)PayPal 26,204 shares (about $2.24M)Oracle 12,684 shares (about $2.11M) Largest Sales this Quarter General Electric 1,091 shares (about $181.97K)Deckers Outdoor 733 shares (about $148.86K)Parker-Hannifin 229 shares (about $145.65K)Amazon.com 643 shares (about $141.07K)Intuitive Surgical 226 shares (about $117.96K) 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$7,997,598$26,476 ▲0.3%359,7665.0%ETFAXONAxon Enterprise$5,986,585$104,600 ▼-1.7%10,0733.7%AerospaceDECKDeckers Outdoor$5,394,680$148,865 ▼-2.7%26,5633.4%Retail/WholesaleGEGeneral Electric$5,216,357$181,968 ▼-3.4%31,2753.3%TransportationTSMTaiwan Semiconductor Manufacturing$5,148,169$5,148,169 ▲New Holding26,0683.2%Computer and TechnologyAMZNAmazon.com$4,654,359$141,068 ▼-2.9%21,2152.9%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$4,528,753$428,240 ▲10.4%56,4192.8%ETFNVDANVIDIA$4,515,367$80,440 ▼-1.8%33,6242.8%Computer and TechnologyARISTA NETWORKS INC$4,402,520$4,402,520 ▲New Holding39,8312.7%Common StockISRGIntuitive Surgical$4,051,975$117,963 ▼-2.8%7,7632.5%MedicalIWYiShares Russell Top 200 Growth ETF$3,821,491$44,231 ▲1.2%16,2432.4%ETFALLAllstate$3,781,383$70,947 ▼-1.8%19,6142.4%FinanceAVGOBroadcom$3,637,106$50,077 ▼-1.4%15,6882.3%Computer and TechnologyVCLTVanguard Long-Term Corporate Bond ETF$3,634,233$314,450 ▲9.5%48,5992.3%ManufacturingGRMNGarmin$3,569,123$106,636 ▼-2.9%17,3042.2%Computer and TechnologyPGRProgressive$3,487,044$3,487,044 ▲New Holding14,5532.2%FinanceBKNGBooking$3,408,336$64,589 ▼-1.9%6862.1%Retail/WholesaleHUBBHubbell$3,207,441$38,538 ▼-1.2%7,6572.0%Industrial ProductsBSXBoston Scientific$3,157,551$56,272 ▼-1.8%35,3512.0%MedicalMETAMeta Platforms$3,034,698$105,977 ▼-3.4%5,1831.9%Computer and TechnologyPHParker-Hannifin$2,902,841$145,651 ▼-4.8%4,5641.8%Industrial ProductsAONAON$2,895,1890.0%8,0611.8%FinanceVVisa$2,876,280$11,377 ▼-0.4%9,1011.8%Business ServicesTMUST-Mobile US$2,810,555$6,622 ▼-0.2%12,7331.8%Computer and TechnologyBRK.BBerkshire Hathaway$2,799,911$31,276 ▲1.1%6,1771.7%FinanceFIFiserv$2,737,838$75,184 ▼-2.7%13,3281.7%Business ServicesMAMastercard$2,646,014$18,430 ▲0.7%5,0251.7%Business ServicesCMGChipotle Mexican Grill$2,643,190$55,295 ▼-2.0%43,8341.6%Retail/WholesaleJPMJPMorgan Chase & Co.$2,600,614$23,012 ▲0.9%10,8491.6%FinanceCRMSalesforce$2,394,806$56,502 ▼-2.3%7,1631.5%Computer and TechnologyGWWW.W. Grainger$2,321,018$51,648 ▼-2.2%2,2021.4%Industrial ProductsPYPLPayPal$2,236,511$2,236,511 ▲New Holding26,2041.4%Computer and TechnologyCOSTCostco Wholesale$2,138,574$48,562 ▼-2.2%2,3341.3%Retail/WholesaleORCLOracle$2,113,662$2,113,662 ▲New Holding12,6841.3%Computer and TechnologyUHSUniversal Health Services$2,090,064$2,090,064 ▲New Holding11,6491.3%MedicalRACEFerrari$1,993,349$53,955 ▼-2.6%4,6921.2%Auto/Tires/TrucksVXUSVanguard Total International Stock ETF$1,969,558$150,920 ▲8.3%33,4221.2%ETFLLYEli Lilly and Company$1,926,140$42,460 ▼-2.2%2,4951.2%MedicalLENLennar$1,786,447$31,092 ▲1.8%13,1001.1%ConstructionHIGThe Hartford Financial Services Group$1,765,497$17,504 ▼-1.0%16,1381.1%FinanceIWPiShares Russell Mid-Cap Growth ETF$1,538,999$9,633 ▲0.6%12,1421.0%ETFCORCencora$1,473,676$21,345 ▲1.5%6,5590.9%MedicalMGVVanguard Mega Cap Value ETF$1,449,081$103,176 ▲7.7%11,6010.9%ETFMSFTMicrosoft$1,237,946$44,258 ▲3.7%2,9370.8%Computer and TechnologyIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$1,175,374$117,424 ▲11.1%23,7930.7%ETFTSLATesla$1,130,7520.0%2,8000.7%Auto/Tires/TrucksAAPLApple$1,040,119$156,744 ▲17.7%4,1540.6%Computer and TechnologyGOOGLAlphabet$928,138$38,428 ▲4.3%4,9030.6%Computer and TechnologyPRUPrudential Financial$900,117$41,011 ▼-4.4%7,5940.6%FinanceVIGVanguard Dividend Appreciation ETF$820,919$8,812 ▲1.1%4,1920.5%ETFOKEONEOK$815,951$815,951 ▲New Holding8,1270.5%Oils/EnergyAEPAmerican Electric Power$802,493$19,461 ▼-2.4%8,7010.5%UtilitiesVBKVanguard Small-Cap Growth ETF$749,441$24,645 ▲3.4%2,6760.5%ETFMMM3M$677,593$8,649 ▼-1.3%5,2490.4%Multi-Sector ConglomeratesPZTInvesco New York AMT-Free Municipal Bond ETF$670,4220.0%29,5340.4%ETFPFEPfizer$654,999$26,291 ▼-3.9%24,6890.4%MedicalFNFFidelity National Financial$634,101$6,344 ▼-1.0%11,2950.4%FinanceMAINMain Street Capital$628,388$2,519 ▼-0.4%10,7270.4%FinanceDUKDuke Energy$626,831$8,511 ▲1.4%5,8180.4%UtilitiesNWENorthWestern Energy Group$575,123$5,667 ▲1.0%10,7580.4%UtilitiesRIORio Tinto Group$573,633$53,694 ▲10.3%9,7540.4%Basic MaterialsVOEVanguard Mid-Cap Value ETF$541,444$23,780 ▲4.6%3,3470.3%ETFVBRVanguard Small-Cap Value ETF$535,681$22,593 ▲4.4%2,7030.3%ETFBMOBank of Montreal$500,293$1,262 ▲0.3%5,1550.3%FinanceENBEnbridge$489,048$2,079 ▼-0.4%11,5260.3%Oils/EnergyIBMInternational Business Machines$456,587$7,035 ▲1.6%2,0770.3%Computer and TechnologyKHCKraft Heinz$427,268$7,186 ▲1.7%13,9130.3%Consumer StaplesDDominion Energy$418,762$7,325 ▲1.8%7,7750.3%UtilitiesTAT&T$408,562$13,070 ▲3.3%17,9430.3%Computer and TechnologyTDToronto-Dominion Bank$403,612$2,715 ▲0.7%7,5810.3%FinanceXOMExxon Mobil$388,543$753 ▼-0.2%3,6120.2%Oils/EnergyPSXPhillips 66$371,412$4,215 ▲1.1%3,2600.2%Oils/EnergyLYBLyondellBasell Industries$361,769$5,422 ▼-1.5%4,8710.2%Basic MaterialsPZAInvesco National AMT-Free Municipal Bond ETF$303,743$30,693 ▲11.2%12,8650.2%ETFCPCanadian Pacific Kansas City$271,3150.0%3,7490.2%TransportationAMPAmeriprise Financial$239,5940.0%4500.1%FinanceBHPBHP Group$237,949$15,870 ▲7.1%4,8730.1%Basic MaterialsFHIFederated Hermes$236,711$6,619 ▲2.9%5,7580.1%FinanceJNJJohnson & Johnson$234,429$868 ▲0.4%1,6210.1%MedicalGLDDGreat Lakes Dredge & Dock$135,480$135,480 ▲New Holding12,0000.1%ConstructionANETArista Networks$0$3,986,738 ▼-100.0%00.0%Computer and TechnologyCPRTCopart$0$3,851,348 ▼-100.0%00.0%Business ServicesCROXCrocs$0$3,191,468 ▼-100.0%00.0%Consumer DiscretionaryNVONovo Nordisk A/S$0$2,553,813 ▼-100.0%00.0%MedicalDHID.R. Horton$0$2,466,275 ▼-100.0%00.0%ConstructionKLACKLA$0$980,790 ▼-100.0%00.0%Computer and TechnologyGOOGAlphabet$0$263,491 ▼-100.0%00.0%Computer and TechnologyCAMPBELL SOUP CO$0$221,363 ▼-100.0%00.0%Common StockKMBKimberly-Clark$0$212,424 ▼-100.0%00.0%Consumer StaplesPKGPackaging Co. of America$0$212,384 ▼-100.0%00.0%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
