Passumpsic Savings Bank

Bank

CIK

2023170

Location

ST. JOHNSBURY, VT

Portfolio Value

Small $131,565,335

Diversification

Diversified

Filing Date

Global Rank

#5,276 / 8,662 ▼ 412 · as of Dec 2025

Top Industry

Semiconductors 14.2%

3Y Alpha vs SPY

-4.4%

Period ended 6 months ago

Filed Feb 5, 2026 · 5mo

5 quarters · since Mar 2024

Clone Performance

May 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+36.5%

SPY

+44.6%

Annualised alpha

-3.2%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

74 positions · as of Dec 31, 2025 · Δ vs Dec 31, 2024

Top Position

5.9%

+1.1 pts

Top 5

21.6%

+0.8 pts

Top 10

36.5%

−0.4 pts

HHI

248

Diversified−3

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Technology	31.7%	$41,699,649	14
Industrials	17.7%	$23,336,702	9
Financial Services	17.4%	$22,929,851	16
Healthcare	8.7%	$11,419,978	7
Consumer Cyclical	8.2%	$10,847,675	6
Communication Services	6.4%	$8,394,703	6
Utilities	5.7%	$7,459,539	7
Basic Materials	2.2%	$2,944,929	3
Energy	1.4%	$1,900,900	4
Consumer Defensive	0.5%	$631,409	2

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Dec 31, 2024

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
AEP	American Electric Power Co Inc	+31,005	39,706	$4,578,498
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
D	Dominion Energy, Inc	+1,053	8,828	$517,232
ENB	Enbridge Inc	+755	12,281	$587,400
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
GOOGL	Alphabet Inc.	+298	5,201	$1,627,913
JNJ	Johnson & Johnson	+259	1,880	$389,066
IBM	International Business Machines Corp	+175	2,252	$667,064
BMO	Bank Of Montreal /Can/	+159	5,314	$689,704
PFE	Pfizer Inc	+138	24,827	$618,192
DUK	Duke Energy CORP	+137	5,955	$697,985
TSLA	Tesla, Inc.	+4	2,804	$1,261,014
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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	$138,167
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	$4,204,070
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	$1,729,376
LYB	LyondellBasell Industries N.V.	4,871	$361,769
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

74 positions · $131,565,335 total · 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 74 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GE	General Electric Co Industrials	Reduced	24,990	-6,285	$7,697,669	+47.6%	5.85%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	21,585	-4,483	$6,559,465	+27.4%	4.99%
NVDA	Nvidia Corp Technology	Reduced	27,307	-6,317	$5,092,755	+12.8%	3.87%
AEP	American Electric Power Co Inc Utilities	Added	39,706	+31,005	$4,578,498	+470.5%	3.48%
ANET	Arista Networks, Inc. Technology	Reduced	34,695	-5,136	$4,546,085	+3.3%	3.46%
AVGO	Broadcom Inc. Technology	Reduced	12,531	-3,157	$4,336,979	+19.2%	3.30%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	18,567	-2,648	$4,285,634	−7.9%	3.26%
APH	Amphenol Corp /De/ Technology	NEW	31,109	NEW	$4,204,070	NEW	3.20%
PH	Parker-Hannifin Corp Industrials	Reduced	3,833	-731	$3,369,053	+16.1%	2.56%
CMI	Cummins Inc Industrials	NEW	6,536	NEW	$3,336,301	NEW	2.54%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	21,621	NEW	$3,321,201	NEW	2.52%
GEV	GE Vernova Inc. Industrials	NEW	5,067	NEW	$3,311,639	NEW	2.52%
UBER	Uber Technologies, Inc Technology	NEW	38,906	NEW	$3,179,009	NEW	2.42%
BSX	Boston Scientific Corp Healthcare	Reduced	32,941	-2,410	$3,140,924	−0.5%	2.39%
LRCX	Lam Research Corp Technology	NEW	18,237	NEW	$3,121,809	NEW	2.37%
BNY	Bank of New York Mellon Corp Financial Services	NEW	26,746	NEW	$3,104,943	NEW	2.36%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,631	-1,218	$3,103,300	+19.3%	2.36%
V	Visa Inc. Financial Services	Reduced	8,755	-346	$3,070,466	+6.8%	2.33%
MA	Mastercard Inc Financial Services	Reduced	5,019	-6	$2,865,246	+8.3%	2.18%
DIS	Walt Disney Co Communication Services	NEW	25,111	NEW	$2,856,878	NEW	2.17%
META	Meta Platforms, Inc. Communication Services	Reduced	4,319	-864	$2,850,928	−6.1%	2.17%
MU	Micron Technology Inc Technology	NEW	9,352	NEW	$2,669,154	NEW	2.03%
HWM	Howmet Aerospace Inc. Industrials	NEW	12,989	NEW	$2,663,004	NEW	2.02%
LLY	ELI LILLY & Co Healthcare	Reduced	2,448	-47	$2,630,816	+36.6%	2.00%
IDCC	InterDigital, Inc. Technology	NEW	7,520	NEW	$2,394,217	NEW	1.82%
COR	Cencora, Inc. Healthcare	Reduced	6,527	-32	$2,204,494	+49.6%	1.68%
RMD	Resmed Inc Healthcare	NEW	8,952	NEW	$2,156,268	NEW	1.64%
HIG	Hartford Insurance Group, Inc. Financial Services	Reduced	15,540	-598	$2,141,412	+21.3%	1.63%
CBOE	Cboe Global Markets, Inc. Financial Services	NEW	8,146	NEW	$2,044,646	NEW	1.55%
IBKR	Interactive Brokers Group, Inc. Financial Services	NEW	31,269	NEW	$2,010,909	NEW	1.53%
UI	Ubiquiti Inc. Technology	NEW	3,258	NEW	$1,802,814	NEW	1.37%
EME	EMCOR Group, Inc. Industrials	NEW	2,821	NEW	$1,725,859	NEW	1.31%
KGC	Kinross Gold Corp Basic Materials	NEW	60,011	NEW	$1,689,909	NEW	1.28%
GOOGL	Alphabet Inc. Communication Services	Added	5,201	+298	$1,627,913	+75.4%	1.24%
MSFT	Microsoft Corp Technology	Added	3,241	+304	$1,567,412	+26.6%	1.19%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	NEW	5,439	NEW	$1,517,045	NEW	1.15%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,804	+4	$1,261,014	+11.5%	0.96%
AAPL	Apple Inc. Technology	Added	4,577	+423	$1,244,303	+19.6%	0.95%
RIO	Rio Tinto PLC Basic Materials	Added	10,056	+302	$804,781	+40.3%	0.61%
MMM	3M Co Industrials	Reduced	4,995	-254	$799,699	+18.0%	0.61%
PRU	Prudential Financial Inc Financial Services	Reduced	6,976	-618	$787,450	−12.5%	0.60%
TD	Toronto Dominion Bank Financial Services	Added	7,960	+379	$749,832	+85.8%	0.57%
NWE	NorthWestern Energy Group, Inc. Utilities	Added	11,153	+395	$719,814	+25.2%	0.55%
DUK	Duke Energy CORP Utilities	Added	5,955	+137	$697,985	+11.4%	0.53%
BMO	Bank Of Montreal /Can/ Financial Services	Added	5,314	+159	$689,704	+37.9%	0.52%
IBM	International Business Machines Corp Technology	Added	2,252	+175	$667,064	+46.1%	0.51%
MAIN	Main Street Capital CORP Financial Services	Reduced	10,620	-107	$641,341	+2.1%	0.49%
PFE	Pfizer Inc Healthcare	Added	24,827	+138	$618,192	−5.6%	0.47%
FNF	Fidelity National Financial, Inc. Financial Services	Reduced	11,139	-156	$608,078	−0.6%	0.46%
OKE	Oneok Inc /New/ Energy	Reduced	8,028	-99	$590,058	−27.7%	0.45%