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Latest Passumpsic Savings Bank Stock Portfolio

$182Million | No. of Holdings #90

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. <br><br> 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. <br><br> Passumpsic Savings Bank opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), GE AEROSPACE (GE) and SPDR SERIES TRUST (BIL).
Passumpsic Savings Bank Equity Portfolio Value
Last Reported on: 05 Feb, 2026
$182Million
  as of Feb 05, 2026

Passumpsic Savings Bank Annual Return Estimates Vs S&P 500

New Buys

Ticker$ Bought
vanguard scottsdale fds12,489,500
vanguard scottsdale fds10,160,200
ge aerospace7,697,670
spdr series trust7,353,290
taiwan semiconductor mfg ltd6,559,470
nvidia corporation5,092,760
ishares tr5,057,760
american elec pwr co inc4,578,500
New stocks bought by Passumpsic Savings Bank

Additions

No additions were made to existing positions by Passumpsic Savings Bank

Reductions

None of the existing positions were reduced by Passumpsic Savings Bank

Sold off

None of the stocks were completely sold off by Passumpsic Savings Bank

Sector Distribution

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Utilities
  • Energy
Sector%
Others36.3
Technology17.9
Industrials11
Financial Services10.6
Consumer Cyclical7.8
Communication Services6.1
Healthcare5
Utilities3.7
Energy1.3

Market Cap. Distribution

  • LARGE-CAP
  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
Category%
LARGE-CAP43.5
UNALLOCATED35.1
MEGA-CAP19.3
MID-CAP2

Stocks belong to which Index?

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50055.9
Others42.7
RUSSELL 20001.4
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

$182.72MTotal Value
90.00Positions
05 Feb, 2026Last Reported
Current holdings of Current Stock Holdings of Passumpsic Savings Bank, last reported on 05 Feb, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AOA
Ishares Tr

Ishares Tr

AOA
Passumpsic Savings Bank's holding in Ishares Tr over time
2.77%18,263
$5.06M
2.77%
new position
AOA
Ishares Tr

Ishares Tr

AOA
Passumpsic Savings Bank's holding in Ishares Tr over time
0.53%19,168
$967.0K
0.53%
new position
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Passumpsic Savings Bank's holding in Spdr Series Trust over time
4.02%325,655
$7.35M
4.02%
new position
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Passumpsic Savings Bank's holding in Vanguard Scottsdale Fds over time
6.84%149,128
$12.49M
6.84%
new position
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Passumpsic Savings Bank's holding in Vanguard Scottsdale Fds over time
5.56%133,951
$10.16M
5.56%
new position
CGW
Invesco Exchange-Traded Fd Tr

Invesco Exchange-Traded Fd Tr

CGW
Passumpsic Savings Bank's holding in Invesco Exchange-Traded Fd Tr over time
0.42%34,402
$767.6K
0.42%
new position
CGW
Invesco Exchange-Traded Fd Tr

Invesco Exchange-Traded Fd Tr

CGW
Passumpsic Savings Bank's holding in Invesco Exchange-Traded Fd Tr over time
0.15%11,790
$273.4K
0.15%
new position