Passumpsic Savings Bank

Bank

CIK

2023170

Location

ST. JOHNSBURY, VT

Portfolio Value

Small $186,768,784

Diversification

Diversified

Filing Date

Global Rank

#6,279 / 8,818 ▼ 156 · as of Dec 2025

Top Industry

Semiconductors 13.3%

3Y Alpha vs SPY

+92.5%

Period ended 8 months ago

Filed Feb 5, 2026 · 7mo

5 quarters · since Mar 2024

Clone Performance

May 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+397.9%

SPY

+41.9%

Annualised alpha

+92.5%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 5 quarters.Passumpsic Savings Bank has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

86 tracked positions · as of Dec 31, 2025 · Δ vs Dec 31, 2024

Top Position

6.7%

+1.7 pts

Top 5

24.7%

+6.0 pts

Top 10

39.6%

+6.4 pts

HHI

252

Diversified+35

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	24.8%	$46,284,504	10
Technology	24.6%	$45,903,719	14
Financial Services	12.7%	$23,697,359	17
Industrials	12.4%	$23,179,262	9
Consumer Cyclical	7.6%	$14,163,695	6
Healthcare	6.1%	$11,419,978	7
Communication Services	4.6%	$8,669,278	6
Utilities	4.0%	$7,459,539	7
Basic Materials	1.6%	$2,944,929	3
Energy	1.3%	$2,415,112	5
Consumer Defensive	0.3%	$631,409	2

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Dec 31, 2024

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BNDW	Vanguard Total World Bond ETF	+92,709	149,128	$12,489,470
DGS	WisdomTree Emerging Markets SmallCap Dividend Fund	+85,352	133,951	$10,160,183
AEP	American Electric Power Co Inc	+31,005	39,706	$4,578,498
IVZ	Invesco Ltd.	+4,868	34,402	$767,508
ECNS	iShares MSCI China Small-Cap ETF	+4,167	32,552	$7,014,490
VXUS	Vanguard Total International Stock ETF	+3,811	37,233	$2,808,857
T	At&T Inc.	+3,428	21,371	$530,855
KHC	Kraft Heinz Co	+2,722	16,635	$403,398
BHP	BHP Group Ltd	+2,585	7,458	$450,239
FHI	Federated Hermes, Inc.	+1,490	7,248	$377,403
EDV	Vanguard World Funds Extended Duration ETF	+1,433	13,034	$1,839,879
VB	Vanguard Morningstar Small-Cap ETF	+1,194	9,920	$2,266,914
GOOGL	Alphabet Inc.	+1,173	6,076	$1,902,488
D	Dominion Energy, Inc	+1,053	8,828	$517,232
VIG	Vanguard Dividend Appreciation ETF	+863	5,055	$1,110,987
ENB	Enbridge Inc	+755	12,281	$587,400
XOM	ExxonMobil Holdings Corp	+661	4,273	$514,212
PSX	Phillips 66	+505	3,765	$485,835
AAPL	Apple Inc.	+423	4,577	$1,244,303
NWE	NorthWestern Energy Group, Inc.	+395	11,153	$719,814
TD	Toronto Dominion Bank	+379	7,960	$749,832
MSFT	Microsoft Corp	+304	3,241	$1,567,412
RIO	Rio Tinto PLC	+302	10,056	$804,781
JNJ	Johnson & Johnson	+259	1,880	$389,066
IBM	International Business Machines Corp	+175	2,252	$667,064
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−34,111	325,655	$7,353,289
NVDA	Nvidia Corp	−6,317	27,307	$5,092,755
GE	General Electric Co	−6,285	24,990	$7,697,669
ANET	Arista Networks, Inc.	−5,136	34,695	$4,546,085
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−4,625	19,168	$967,025
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−4,483	21,585	$6,559,465
AVGO	Broadcom Inc.	−3,157	12,531	$4,336,979
AMZN	Amazon Com Inc	−2,648	18,567	$4,285,634
BSX	Boston Scientific Corp	−2,410	32,941	$3,140,924
JPM	Jpmorgan Chase & Co	−1,218	9,631	$3,103,300
BAB	Invesco Taxable Municipal Bond ETF	−1,075	11,790	$273,410
META	Meta Platforms, Inc.	−864	4,319	$2,850,928
PH	Parker-Hannifin Corp	−731	3,833	$3,369,053
PRU	Prudential Financial Inc	−618	6,976	$787,450
HIG	Hartford Insurance Group, Inc.	−598	15,540	$2,141,412
V	Visa Inc.	−346	8,755	$3,070,466
MMM	3M Co	−254	4,995	$799,699
FNF	Fidelity National Financial, Inc.	−156	11,139	$608,078
MAIN	Main Street Capital CORP	−107	10,620	$641,341
OKE	Oneok Inc /New/	−99	8,028	$590,058
LLY	ELI LILLY & Co	−47	2,448	$2,630,816
BKNG	Booking Holdings Inc.	−41	645	$3,454,187
COR	Cencora, Inc.	−32	6,527	$2,204,494
MA	Mastercard Inc	−6	5,019	$2,865,246
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp /De/	31,109	$8,408,140
CMI	Cummins Inc	6,536	$3,336,301
TJX	Tjx Companies Inc /De/	21,621	$3,321,201
GEV	GE Vernova Inc.	5,067	$3,311,639
UBER	Uber Technologies, Inc	38,906	$3,179,009
LRCX	Lam Research Corp	18,237	$3,121,809
BNY	Bank of New York Mellon Corp	26,746	$3,104,943
DIS	Walt Disney Co	25,111	$2,856,878
MU	Micron Technology Inc	9,352	$2,669,154
HWM	Howmet Aerospace Inc.	12,989	$2,663,004
IDCC	InterDigital, Inc.	7,520	$2,394,217
RMD	Resmed Inc	8,952	$2,156,268
CBOE	Cboe Global Markets, Inc.	8,146	$2,044,646
IBKR	Interactive Brokers Group, Inc.	31,269	$2,010,909
UI	Ubiquiti Inc.	3,258	$1,802,814
EME	EMCOR Group, Inc.	2,821	$1,725,859
KGC	Kinross Gold Corp	60,011	$1,689,909
RCL	Royal Caribbean Cruises Ltd	5,439	$1,517,045
NEE	Nextera Energy Inc	5,588	$448,604
GPC	Genuine Parts Co	2,640	$324,614
CSCO	Cisco Systems, Inc.	4,083	$314,513
VZ	Verizon Communications Inc	7,348	$299,284
BMY	Bristol Myers Squibb Co	5,195	$280,218
MKL	Markel Group Inc.	121	$260,107
FAF	First American Financial Corp	4,140	$254,361
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
AXON	Axon Enterprise, Inc.	10,073	$5,986,585
DECK	Deckers Outdoor Corp	26,563	$5,394,679
ISRG	Intuitive Surgical Inc	7,763	$4,051,975
ALL	Allstate Corp	19,614	$3,781,383
GRMN	Garmin Ltd	17,304	$3,569,123
PGR	Progressive Corp/Oh/	14,553	$3,487,044
HUBB	Hubbell Inc	7,657	$3,207,440
AON	Aon plc	8,061	$2,895,188
TMUS	T-Mobile US, Inc.	12,733	$2,810,555
BRK-B	Berkshire Hathaway Inc	6,177	$2,799,910
FISV	Fiserv Inc	13,328	$2,737,837
CMG	Chipotle Mexican Grill Inc	43,834	$2,643,190
CRM	Salesforce, Inc.	7,163	$2,394,805
GWW	W.W. Grainger, Inc.	2,202	$2,321,018
PYPL	PayPal Holdings, Inc.	26,204	$2,236,511
COST	Costco Wholesale Corp /New	2,334	$2,138,574
ORCL	Oracle Corp	12,684	$2,113,661
UHS	Universal Health Services Inc	11,649	$2,090,063
RACE	Ferrari N.V.	4,692	$1,993,349
LEN	Lennar Corp /New/	13,100	$1,786,446
LYB	LyondellBasell Industries N.V.	4,871	$361,769
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

86 tracked positions · $186,768,784 total · filing declares 91 positions · $182,722,323 · as of Dec 31, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 86 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BNDW	Vanguard Total World Bond ETF	Added	149,128	+92,709	$12,489,470	+175.8%	6.69%
DGS	WisdomTree Emerging Markets SmallCap Dividend Fund	Added	133,951	+85,352	$10,160,183	+179.6%	5.44%
APH	Amphenol Corp /De/ Technology	NEW	31,109	NEW	$8,408,140	NEW	4.50%
GE	General Electric Co Industrials	Reduced	24,990	-6,285	$7,697,669	+47.6%	4.12%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	325,655	-34,111	$7,353,289	−8.1%	3.94%
ECNS	iShares MSCI China Small-Cap ETF	Added	32,552	+4,167	$7,014,490	+30.9%	3.76%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	21,585	-4,483	$6,559,465	+27.4%	3.51%
NVDA	Nvidia Corp Technology	Reduced	27,307	-6,317	$5,092,755	+12.8%	2.73%
AEP	American Electric Power Co Inc Utilities	Added	39,706	+31,005	$4,578,498	+470.5%	2.45%
ANET	Arista Networks, Inc. Technology	Reduced	34,695	-5,136	$4,546,085	+3.3%	2.43%
AVGO	Broadcom Inc. Technology	Reduced	12,531	-3,157	$4,336,979	+19.2%	2.32%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	18,567	-2,648	$4,285,634	−7.9%	2.29%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	645	-41	$3,454,187	+1.3%	1.85%
PH	Parker-Hannifin Corp Industrials	Reduced	3,833	-731	$3,369,053	+16.1%	1.80%
CMI	Cummins Inc Industrials	NEW	6,536	NEW	$3,336,301	NEW	1.79%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	21,621	NEW	$3,321,201	NEW	1.78%
GEV	GE Vernova Inc. Industrials	NEW	5,067	NEW	$3,311,639	NEW	1.77%
UBER	Uber Technologies, Inc Technology	NEW	38,906	NEW	$3,179,009	NEW	1.70%
BSX	Boston Scientific Corp Healthcare	Reduced	32,941	-2,410	$3,140,924	−0.5%	1.68%
LRCX	Lam Research Corp Technology	NEW	18,237	NEW	$3,121,809	NEW	1.67%
BNY	Bank of New York Mellon Corp Financial Services	NEW	26,746	NEW	$3,104,943	NEW	1.66%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,631	-1,218	$3,103,300	+19.3%	1.66%
V	Visa Inc. Financial Services	Reduced	8,755	-346	$3,070,466	+6.8%	1.64%
MA	Mastercard Inc Financial Services	Reduced	5,019	-6	$2,865,246	+8.3%	1.53%
DIS	Walt Disney Co Communication Services	NEW	25,111	NEW	$2,856,878	NEW	1.53%
META	Meta Platforms, Inc. Communication Services	Reduced	4,319	-864	$2,850,928	−6.1%	1.53%
VXUS	Vanguard Total International Stock ETF	Added	37,233	+3,811	$2,808,857	+42.6%	1.50%
MU	Micron Technology Inc Technology	NEW	9,352	NEW	$2,669,154	NEW	1.43%
HWM	Howmet Aerospace Inc. Industrials	NEW	12,989	NEW	$2,663,004	NEW	1.43%
LLY	ELI LILLY & Co Healthcare	Reduced	2,448	-47	$2,630,816	+36.6%	1.41%
IDCC	InterDigital, Inc. Technology	NEW	7,520	NEW	$2,394,217	NEW	1.28%
VB	Vanguard Morningstar Small-Cap ETF	Added	9,920	+1,194	$2,266,914	+24.1%	1.21%
COR	Cencora, Inc. Healthcare	Reduced	6,527	-32	$2,204,494	+49.6%	1.18%
RMD	Resmed Inc Healthcare	NEW	8,952	NEW	$2,156,268	NEW	1.15%
HIG	Hartford Insurance Group, Inc. Financial Services	Reduced	15,540	-598	$2,141,412	+21.3%	1.15%
CBOE	Cboe Global Markets, Inc. Financial Services	NEW	8,146	NEW	$2,044,646	NEW	1.09%
IBKR	Interactive Brokers Group, Inc. Financial Services	NEW	31,269	NEW	$2,010,909	NEW	1.08%
GOOGL	Alphabet Inc. Communication Services	Added	6,076	+1,173	$1,902,488	+105.0%	1.02%
EDV	Vanguard World Funds Extended Duration ETF	Added	13,034	+1,433	$1,839,879	+27.0%	0.99%
UI	Ubiquiti Inc. Technology	NEW	3,258	NEW	$1,802,814	NEW	0.97%
EME	EMCOR Group, Inc. Industrials	NEW	2,821	NEW	$1,725,859	NEW	0.92%
KGC	Kinross Gold Corp Basic Materials	NEW	60,011	NEW	$1,689,909	NEW	0.90%
MSFT	Microsoft Corp Technology	Added	3,241	+304	$1,567,412	+26.6%	0.84%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	NEW	5,439	NEW	$1,517,045	NEW	0.81%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,804	+4	$1,261,014	+11.5%	0.68%
AAPL	Apple Inc. Technology	Added	4,577	+423	$1,244,303	+19.6%	0.67%
VIG	Vanguard Dividend Appreciation ETF	Added	5,055	+863	$1,110,987	+35.3%	0.59%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	19,168	-4,625	$967,025	−17.7%	0.52%
RIO	Rio Tinto PLC Basic Materials	Added	10,056	+302	$804,781	+40.3%	0.43%
MMM	3M Co Industrials	Reduced	4,995	-254	$799,699	+18.0%	0.43%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.