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Equibles

Passumpsic Savings Bank

Location
ST. JOHNSBURY, VT
Portfolio Value
Small $182,722,154
Diversification
Diversified
Filing Date
Global Rank
#6,427 / 8,854 ▼ 210 · as of Dec 2025
Top Industry
Semiconductors 13.7%
Period ended 10 months ago
Filed Feb 5, 2026 · 9mo
5 quarters · since Mar 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type
Unknown

Portfolio style

Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.

Style
Diversified active
Top 10 weight 38.2%, 40.5 effective positions, active share 74.1% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Turnover unknown
It needs four straight quarters of measured turnover
Horizon
Short horizon
Value-weighted holding period 1.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 74.1%; sector active share 19.7% against the combined 13F book's sector weights.

Over time 5 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

90 tracked positions · as of Dec 31, 2025 · Δ vs Dec 31, 2024
Top Position
6.8%
+1.8 pts
Top 5
24.5%
+5.8 pts
Top 10
38.2%
+5.0 pts
HHI
247
Mar 2024 → Dec 2025 · range 205 – 247
Diversified+31

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025
Sector % Portfolio Value
Unclassified 25.3% $46,284,504
Technology 22.8% $41,699,649
Financial Services 13.0% $23,697,359
Industrials 12.8% $23,336,702
Consumer Cyclical 7.8% $14,163,695
Healthcare 6.2% $11,419,978
Communication Services 4.7% $8,669,278
Utilities 4.1% $7,459,539
Basic Materials 1.6% $2,944,929
Energy 1.3% $2,415,112
Consumer Defensive 0.3% $631,409

Last Quarter's Activity

Export CSV
Dec 31, 2025 vs Dec 31, 2024

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
VCIT +92,709 149,128 $12,489,470
— +85,352 133,951 $10,160,183
AEP +31,005 39,706 $4,578,498
PZT +4,868 34,402 $767,508
VXUS +3,811 37,233 $2,808,857
T +3,428 21,371 $530,855
KHC +2,722 16,635 $403,398
BHP +2,585 7,458 $450,239
— +2,147 14,289 $1,956,735
— +2,020 18,263 $5,057,755
FHI +1,490 7,248 $377,403
MGV +1,433 13,034 $1,839,879
D +1,053 8,828 $517,232
VIG +863 5,055 $1,110,987
ENB +755 12,281 $587,400
XOM +661 4,273 $514,212
VBK +541 3,217 $971,887
PSX +505 3,765 $485,835
AAPL +423 4,577 $1,244,303
NWE +395 11,153 $719,814
VBR +380 3,083 $652,948
TD +379 7,960 $749,832
MSFT +304 3,241 $1,567,412
RIO +302 10,056 $804,781
GOOGL +298 5,201 $1,627,913

Trimmed

Positions the filer reduced
24 positions
Ticker Δ Shares Shares Value Open
SPLB −34,111 325,655 $7,353,289
NVDA −6,317 27,307 $5,092,755
GE −6,285 24,990 $7,697,669
ANET −5,136 34,695 $4,546,085
IGLB −4,625 19,168 $967,025
TSM −4,483 21,585 $6,559,465
AVGO −3,157 12,531 $4,336,979
AMZN −2,648 18,567 $4,285,634
BSX −2,410 32,941 $3,140,924
JPM −1,218 9,631 $3,103,300
PZA −1,075 11,790 $273,410
META −864 4,319 $2,850,928
PH −731 3,833 $3,369,053
PRU −618 6,976 $787,450
HIG −598 15,540 $2,141,412
V −346 8,755 $3,070,466
MMM −254 4,995 $799,699
FNF −156 11,139 $608,078
MAIN −107 10,620 $641,341
OKE −99 8,028 $590,058
LLY −47 2,448 $2,630,816
BKNG −41 645 $3,454,187
COR −32 6,527 $2,204,494
MA −6 5,019 $2,865,246

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
APH 31,109 $4,204,070
CMI 6,536 $3,336,301
TJX 21,621 $3,321,201
GEV 5,067 $3,311,639
UBER 38,906 $3,179,009
LRCX 18,237 $3,121,809
BNY 26,746 $3,104,943
DIS 25,111 $2,856,878
MU 9,352 $2,669,154
HWM 12,989 $2,663,004
IDCC 7,520 $2,394,217
RMD 8,952 $2,156,268
CBOE 8,146 $2,044,646
IBKR 31,269 $2,010,909
UI 3,258 $1,802,814
EME 2,821 $1,725,859
KGC 60,011 $1,689,909
RCL 5,439 $1,517,045
NEE 5,588 $448,604
GPC 2,640 $324,614
CSCO 4,083 $314,513
VZ 7,348 $299,284
BMY 5,195 $280,218
GOOG 875 $274,575
MKL 121 $260,107

Sold Out

Positions the filer fully exited
21 positions
Ticker Shares Value Open
AXON 10,073 $5,986,585
DECK 26,563 $5,394,679
ISRG 7,763 $4,051,975
ALL 19,614 $3,781,383
GRMN 17,304 $3,569,123
PGR 14,553 $3,487,044
HUBB 7,657 $3,207,440
AON 8,061 $2,895,188
TMUS 12,733 $2,810,555
BRK-B 6,177 $2,799,910
FISV 13,328 $2,737,837
CMG 43,834 $2,643,190
CRM 7,163 $2,394,805
GWW 2,202 $2,321,018
PYPL 26,204 $2,236,511
COST 2,334 $2,138,574
ORCL 12,684 $2,113,661
UHS 11,649 $2,090,063
RACE 4,692 $1,993,349
LEN 13,100 $1,786,446
LYB 4,871 $361,769

Portfolio Positions

Export CSV View 13F filing
90 tracked positions · $182,722,154 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 90 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
149,128 $12,489,470 6.84%
133,951 $10,160,183 5.56%
GE
General Electric Co
Industrials 		24,990 $7,697,669 4.21%
SPLB
State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF
325,655 $7,353,289 4.02%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology 		21,585 $6,559,465 3.59%
NVDA
Nvidia Corp
Technology 		27,307 $5,092,755 2.79%
18,263 $5,057,755 2.77%
AEP
American Electric Power Co Inc
Utilities 		39,706 $4,578,498 2.51%
ANET
Arista Networks, Inc.
Technology 		34,695 $4,546,085 2.49%
AVGO
Broadcom Inc.
Technology 		12,531 $4,336,979 2.37%
AMZN
Amazon Com Inc
Consumer Cyclical 		18,567 $4,285,634 2.35%
APH
Amphenol Corp
Technology 		31,109 $4,204,070 2.30%
BKNG
Booking Holdings Inc.
Consumer Cyclical 		645 $3,454,187 1.89%
PH
Parker-Hannifin Corp
Industrials 		3,833 $3,369,053 1.84%
CMI
Cummins Inc
Industrials 		6,536 $3,336,301 1.83%
TJX
Tjx Companies Inc
Consumer Cyclical 		21,621 $3,321,201 1.82%
GEV
GE Vernova Inc.
Industrials 		5,067 $3,311,639 1.81%
UBER
Uber Technologies, Inc
Technology 		38,906 $3,179,009 1.74%
BSX
Boston Scientific Corp
Healthcare 		32,941 $3,140,924 1.72%
LRCX
Lam Research Corp
Technology 		18,237 $3,121,809 1.71%
BNY
Bank of New York Mellon Corp
Financial Services 		26,746 $3,104,943 1.70%
JPM
Jpmorgan Chase & Co
Financial Services 		9,631 $3,103,300 1.70%
V
Visa Inc.
Financial Services 		8,755 $3,070,466 1.68%
MA
Mastercard Inc
Financial Services 		5,019 $2,865,246 1.57%
DIS
Walt Disney Co
Communication Services 		25,111 $2,856,878 1.56%
META
Meta Platforms, Inc.
Communication Services 		4,319 $2,850,928 1.56%
VXUS
Vanguard Total International Stock ETF
37,233 $2,808,857 1.54%
MU
Micron Technology Inc
Technology 		9,352 $2,669,154 1.46%
HWM
Howmet Aerospace Inc.
Industrials 		12,989 $2,663,004 1.46%
LLY
ELI LILLY & Co
Healthcare 		2,448 $2,630,816 1.44%
IDCC
InterDigital, Inc.
Technology 		7,520 $2,394,217 1.31%
COR
Cencora, Inc.
Healthcare 		6,527 $2,204,494 1.21%
RMD
Resmed Inc
Healthcare 		8,952 $2,156,268 1.18%
HIG
Hartford Insurance Group, Inc.
Financial Services 		15,540 $2,141,412 1.17%
CBOE
Cboe Global Markets, Inc.
Financial Services 		8,146 $2,044,646 1.12%
IBKR
Interactive Brokers Group, Inc.
Financial Services 		31,269 $2,010,909 1.10%
14,289 $1,956,735 1.07%
MGV
VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND
13,034 $1,839,879 1.01%
UI
Ubiquiti Inc.
Technology 		3,258 $1,802,814 0.99%
EME
EMCOR Group, Inc.
Industrials 		2,821 $1,725,859 0.94%
KGC
Kinross Gold Corp
Basic Materials 		60,011 $1,689,909 0.92%
GOOGL
Alphabet Inc.
Communication Services 		5,201 $1,627,913 0.89%
MSFT
Microsoft Corp
Technology 		3,241 $1,567,412 0.86%
RCL
Royal Caribbean Cruises Ltd
Consumer Cyclical 		5,439 $1,517,045 0.83%
TSLA
Tesla, Inc.
Consumer Cyclical 		2,804 $1,261,014 0.69%
AAPL
Apple Inc.
Technology 		4,577 $1,244,303 0.68%
VIG
Vanguard Specialized Funds
5,055 $1,110,987 0.61%
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
3,217 $971,887 0.53%
IGLB
iShares 10+ Year Investment Grade Corporate Bond ETF
19,168 $967,025 0.53%
RIO
Rio Tinto PLC
Basic Materials 		10,056 $804,781 0.44%

Showing the top 50 of 90 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.