Latest Passumpsic Savings Bank Stock Portfolio
About Passumpsic Savings Bank and 13F Hedge Fund Stock Holdings
On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Passumpsic Savings Bank reported an equity portfolio of $182.7 Millions as of 31 Dec, 2025.
The top stock holdings of Passumpsic Savings Bank are BNDW, BNDW, GE. The fund has invested 6.8% of it's portfolio in VANGUARD SCOTTSDALE FDS and 5.6% of portfolio in VANGUARD SCOTTSDALE FDS.
Passumpsic Savings Bank opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), GE AEROSPACE (GE) and SPDR SERIES TRUST (BIL).
The top stock holdings of Passumpsic Savings Bank are BNDW, BNDW, GE. The fund has invested 6.8% of it's portfolio in VANGUARD SCOTTSDALE FDS and 5.6% of portfolio in VANGUARD SCOTTSDALE FDS.
Passumpsic Savings Bank opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), GE AEROSPACE (GE) and SPDR SERIES TRUST (BIL).
Passumpsic Savings Bank Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard scottsdale fds | 12,489,500 |
| vanguard scottsdale fds | 10,160,200 |
| ge aerospace | 7,697,670 |
| spdr series trust | 7,353,290 |
| taiwan semiconductor mfg ltd | 6,559,470 |
| nvidia corporation | 5,092,760 |
| ishares tr | 5,057,760 |
| american elec pwr co inc | 4,578,500 |
New stocks bought by Passumpsic Savings Bank
Additions
Reductions
Sold off
Sector Distribution
- Others
- Technology
- Industrials
- Financial Services
- Consumer Cyclical
- Communication Services
- Healthcare
- Utilities
- Energy
| Sector | % |
|---|---|
| Others | 36.3 |
| Technology | 17.9 |
| Industrials | 11 |
| Financial Services | 10.6 |
| Consumer Cyclical | 7.8 |
| Communication Services | 6.1 |
| Healthcare | 5 |
| Utilities | 3.7 |
| Energy | 1.3 |
Market Cap. Distribution
- LARGE-CAP
- UNALLOCATED
- MEGA-CAP
- MID-CAP
| Category | % |
|---|---|
| LARGE-CAP | 43.5 |
| UNALLOCATED | 35.1 |
| MEGA-CAP | 19.3 |
| MID-CAP | 2 |
Stocks belong to which Index?
- S&P 500
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| S&P 500 | 55.9 |
| Others | 42.7 |
| RUSSELL 2000 | 1.4 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
Passumpsic Savings Bank Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Passumpsic Savings Bank
Last Reported on: 05 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.68 | 4,577 | 1,244,300 | new | |||
| ABC | cencora inc | 1.21 | 6,527 | 2,204,490 | new | |||
| AEP | american elec pwr co inc | 2.51 | 39,706 | 4,578,500 | new | |||
| AES | aes corp | 0.13 | 17,050 | 244,497 | new | |||
| AMP | ameriprise finl inc | 0.12 | 450 | 220,653 | new | |||
| AMZN | amazon com inc | 2.35 | 18,567 | 4,285,640 | new | |||
| ANET | arista networks inc | 2.49 | 34,695 | 4,546,090 | new | |||
| AOA | ishares tr | 2.77 | 18,263 | 5,057,760 | new | |||
| AOA | ishares tr | 0.53 | 19,168 | 967,026 | new | |||
| APH | amphenol corp | 2.30 | 31,109 | 4,204,070 | new | |||
| AVGO | broadcom inc | 2.37 | 12,531 | 4,336,980 | new | |||
| BIL | spdr series trust | 4.02 | 325,655 | 7,353,290 | new | |||
| BK | bank new york mellon corp | 1.70 | 26,746 | 3,104,940 | new | |||
| BKNG | booking holdings inc | 1.89 | 645 | 3,454,190 | new | |||
| BMY | bristol-myers squibb co | 0.15 | 5,195 | 280,218 | new | |||
| BNDW | vanguard scottsdale fds | 6.84 | 149,128 | 12,489,500 | new | |||
| BNDW | vanguard scottsdale fds | 5.56 | 133,951 | 10,160,200 | new | |||
| BSX | boston scientific corp | 1.72 | 32,941 | 3,140,920 | new | |||
| CGW | invesco exchange-traded fd tr | 0.42 | 34,402 | 767,646 | new | |||
| CGW | invesco exchange-traded fd tr | 0.15 | 11,790 | 273,410 | new | |||