Passumpsic Savings Bank
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), Passumpsic Savings Bank reported 80 stock positions worth $160.3 million. Its top holding was SS SPDR P Long Term C ETF (SPLB) at 5.0% of the portfolio, followed by Axon Enterprise (AXON, 3.7%) and Deckers Outdoor (DECK, 3.4%). Compared with Q3 2024, it opened 7 new positions, sold out of 9, added to 34 and reduced 34. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM) and the biggest sale an exit from Copart (CPRT).
- Most Recent 13F
- Q4 2025
- Location
- ST. JOHNSBURY, VT
- CIK
- 0002023170
- Portfolio Value
- $160.3M (Q4 2024)
- SEC Filing
- 0002023170-25-000001 ↗ filed Feb 3, 2025
Holdings Value
Holdings 80 stocks · $160.3M
| SPLB SS SPDR P Long Term C ETF | 4.99% | 359,766 | $8.0M | Add +0.3% |
| AXON Axon Enterprise Inc. | 3.73% | 10,073 | $6.0M | Reduce -1.7% |
| DECK Deckers Outdoor Corp. | 3.36% | 26,563 | $5.4M | Reduce -2.7% |
| GE General Electric filed as GE AEROSPACE | 3.25% | 31,275 | $5.2M | Reduce -3.4% |
| TSM Taiwan Semiconductor-SP ADR | 3.21% | 26,068 | $5.1M | New |
| AMZN Amazon.com Inc. | 2.90% | 21,215 | $4.7M | Reduce -2.9% |
| VCIT Vanguard Int-Term Corporate | 2.82% | 56,419 | $4.5M | Add +10.4% |
| NVDA Nvidia Corp. | 2.82% | 33,624 | $4.5M | Reduce -1.8% |
| ANET Arista Networks Inc. | 2.75% | 39,831 | $4.4M | Reduce -4.1% |
| ISRG Intuitive Surgical Inc. | 2.53% | 7,763 | $4.1M | Reduce -2.8% |
| IWY iShares Russell Top 200 Grow | 2.38% | 16,243 | $3.8M | Add +1.2% |
| ALL Allstate Corp. | 2.36% | 19,614 | $3.8M | Reduce -1.8% |
| AVGO Broadcom Inc. | 2.27% | 15,688 | $3.6M | Reduce -1.4% |
| VCLT Vanguard Long-Term Corp. Bond | 2.27% | 48,599 | $3.6M | Add +9.5% |
| GRMN Garmin Ltd. | 2.23% | 17,304 | $3.6M | Reduce -2.9% |
| PGR Progressive Corp. | 2.17% | 14,553 | $3.5M | New |
| BKNG Booking Holdings Inc. | 2.13% | 686 | $3.4M | Reduce -1.9% |
| HUBB Hubbell Inc. | 2.00% | 7,657 | $3.2M | Reduce -1.2% |
| BSX Boston Scientific Corp. | 1.97% | 35,351 | $3.2M | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 1.89% | 5,183 | $3.0M | Reduce -3.4% |
| PH Parker Hannifin Corp. | 1.81% | 4,564 | $2.9M | Reduce -4.8% |
| AON Aon PLC Class A | 1.81% | 8,061 | $2.9M | No change |
| V Visa Inc. Class A | 1.79% | 9,101 | $2.9M | Reduce -0.4% |
| TMUS T-Mobile US Inc. | 1.75% | 12,733 | $2.8M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.75% | 6,177 | $2.8M | Add +1.1% |
| FISV Fiserv Inc. | 1.71% | 13,328 | $2.7M | Reduce -2.7% |
| MA Mastercard Inc. Class A | 1.65% | 5,025 | $2.6M | Add +0.7% |
| CMG Chipotle Mexican Grill Inc. | 1.65% | 43,834 | $2.6M | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 1.62% | 10,849 | $2.6M | Add +0.9% |
| CRM Salesforce Inc. | 1.49% | 7,163 | $2.4M | Reduce -2.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.45% | 2,202 | $2.3M | Reduce -2.2% |
| PYPL PayPal Holdings Inc. | 1.39% | 26,204 | $2.2M | New |
| COST Costco Wholesale Corp. | 1.33% | 2,334 | $2.1M | Reduce -2.2% |
| ORCL Oracle Corp. | 1.32% | 12,684 | $2.1M | New |
| UHS Universal Health Services-B | 1.30% | 11,649 | $2.1M | New |
| RACE Ferrari NV | 1.24% | 4,692 | $2.0M | Reduce -2.6% |
| VXUS Vanguard Total Intl Stock | 1.23% | 33,422 | $2.0M | Add +8.3% |
| LLY Eli Lilly & Co. | 1.20% | 2,495 | $1.9M | Reduce -2.2% |
| LEN Lennar Corp. Class A | 1.11% | 13,100 | $1.8M | Add +1.8% |
| HIG Hartford Insurance Group Inc. | 1.10% | 16,138 | $1.8M | Reduce -1.0% |
| IWP iShares Russell Mid-Cap Grow | 0.96% | 12,142 | $1.5M | Add +0.6% |
| COR Cencora Inc. | 0.92% | 6,559 | $1.5M | Add +1.5% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.90% | 11,601 | $1.4M | Add +7.7% |
| MSFT Microsoft Corp. | 0.77% | 2,937 | $1.2M | Add +3.7% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.73% | 23,793 | $1.2M | Add +11.1% |
| TSLA Tesla Inc. | 0.71% | 2,800 | $1.1M | No change |
| AAPL Apple Inc. | 0.65% | 4,154 | $1.0M | Add +17.7% |
| GOOGL Alphabet Inc. Class A | 0.58% | 4,903 | $928K | Add +4.3% |
| PRU Prudential Financial Inc. | 0.56% | 7,594 | $900K | Reduce -4.4% |
| VIG Vanguard Dividend Apprec ETF | 0.51% | 4,192 | $821K | Add +1.1% |
| OKE Oneok Inc. | 0.51% | 8,127 | $816K | New |
| AEP American Electric Power | 0.50% | 8,701 | $802K | Reduce -2.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.47% | 2,676 | $749K | Add +3.4% |
| MMM 3M Co. | 0.42% | 5,249 | $678K | Reduce -1.3% |
| PZT Invesco New York Amt-Free Mu | 0.42% | 29,534 | $670K | No change |
| PFE Pfizer Inc. | 0.41% | 24,689 | $655K | Reduce -3.9% |
| FNF Fidelity National Financial | 0.40% | 11,295 | $634K | Reduce -1.0% |
| MAIN Main Street Capital Corp. | 0.39% | 10,727 | $628K | Reduce -0.4% |
| DUK Duke Energy Corp. | 0.39% | 5,818 | $627K | Add +1.4% |
| NWE Northwestern Energy Group Inc. | 0.36% | 10,758 | $575K | Add +1.0% |
| RIO Rio Tinto PLC-Spon ADR | 0.36% | 9,754 | $574K | Add +10.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.34% | 3,347 | $541K | Add +4.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.33% | 2,703 | $536K | Add +4.4% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.31% | 5,155 | $500K | Add +0.3% |
| ENB Enbridge Inc. | 0.30% | 11,526 | $489K | Reduce -0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 2,077 | $457K | Add +1.6% |
| KHC The Kraft Heinz Co. | 0.27% | 13,913 | $427K | Add +1.7% |
| D Dominion Energy Inc. | 0.26% | 7,775 | $419K | Add +1.8% |
| T AT&T Inc. | 0.25% | 17,943 | $409K | Add +3.3% |
| TD Toronto-Dominion Bank | 0.25% | 7,581 | $404K | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.24% | 3,612 | $389K | Reduce -0.2% |
| PSX Phillips 66 | 0.23% | 3,260 | $371K | Add +1.1% |
| LYB Lyondellbasell Indu Class A | 0.23% | 4,871 | $362K | Reduce -1.5% |
| PZA Invesco National Amt-Free Mu | 0.19% | 12,865 | $304K | Add +11.2% |
| CP Canadian Pacific Kansas City | 0.17% | 3,749 | $271K | No change |
| AMP Ameriprise Financial Inc. | 0.15% | 450 | $240K | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.15% | 4,873 | $238K | Add +7.2% |
| FHI Federated Hermes Inc. | 0.15% | 5,758 | $237K | Add +2.9% |
| JNJ Johnson & Johnson | 0.15% | 1,621 | $234K | Add +0.4% |
| GLDD Great Lakes Dredge & Dock Co. | 0.08% | 12,000 | $135K | New |
Portfolio Sells Q3 2024 → Q4 2024
| CPRT Copart Inc. | Sold out | 0.00% | −2.53 |
| CROX Crocs Inc. | Sold out | 0.00% | −2.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −1.68 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −1.62 |
| GE General Electric | Reduce -3.4% | 3.25% | −0.75 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.64 |
| LLY Eli Lilly & Co. | Reduce -2.2% | 1.20% | −0.28 |
| RACE Ferrari NV | Reduce -2.6% | 1.24% | −0.24 |
| HUBB Hubbell Inc. | Reduce -1.2% | 2.00% | −0.18 |
| PH Parker Hannifin Corp. | Reduce -4.8% | 1.81% | −0.18 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.17 |
| HIG Hartford Insurance Group Inc. | Reduce -1.0% | 1.10% | −0.16 |
| CPB The Campbell's Company | Sold out | 0.00% | −0.15 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.14 |
| PKG Packaging Corp. of America | Sold out | 0.00% | −0.14 |
| ALL Allstate Corp. | Reduce -1.8% | 2.36% | −0.13 |
| META Meta Platforms Inc. Class A | Reduce -3.4% | 1.89% | −0.12 |
| AEP American Electric Power | Reduce -2.4% | 0.50% | −0.10 |
| GWW WW Grainger Inc. | Reduce -2.2% | 1.45% | −0.09 |
| LYB Lyondellbasell Indu Class A | Reduce -1.5% | 0.23% | −0.09 |
| PFE Pfizer Inc. | Reduce -3.9% | 0.41% | −0.08 |
| PRU Prudential Financial Inc. | Reduce -4.4% | 0.56% | −0.07 |
| FNF Fidelity National Financial | Reduce -1.0% | 0.40% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -2.2% | 1.33% | −0.06 |
| MMM 3M Co. | Reduce -1.3% | 0.42% | −0.05 |
| ISRG Intuitive Surgical Inc. | Reduce -2.8% | 2.53% | −0.05 |
| CMG Chipotle Mexican Grill Inc. | Reduce -2.0% | 1.65% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.24% | −0.04 |
| BSX Boston Scientific Corp. | Reduce -1.8% | 1.97% | −0.01 |
| ENB Enbridge Inc. | Reduce -0.4% | 0.30% | −0.00 |
| TMUS T-Mobile US Inc. | Reduce -0.2% | 1.75% | +0.02 |
| MAIN Main Street Capital Corp. | Reduce -0.4% | 0.39% | +0.04 |
| NVDA Nvidia Corp. | Reduce -1.8% | 2.82% | +0.09 |
| FISV Fiserv Inc. | Reduce -2.7% | 1.71% | +0.09 |
| ANET Arista Networks Inc. | Reduce -4.1% | 2.75% | +0.13 |
| V Visa Inc. Class A | Reduce -0.4% | 1.79% | +0.14 |
| GRMN Garmin Ltd. | Reduce -2.9% | 2.23% | +0.17 |
| CRM Salesforce Inc. | Reduce -2.3% | 1.49% | +0.18 |
| BKNG Booking Holdings Inc. | Reduce -1.9% | 2.13% | +0.19 |
| AMZN Amazon.com Inc. | Reduce -2.9% | 2.90% | +0.23 |
| AVGO Broadcom Inc. | Reduce -1.4% | 2.27% | +0.47 |
| DECK Deckers Outdoor Corp. | Reduce -2.7% | 3.36% | +0.51 |
| AXON Axon Enterprise Inc. | Reduce -1.7% | 3.73% | +1.05 |
Portfolio Buys Q3 2024 → Q4 2024
| TSM Taiwan Semiconductor-SP ADR | New | 3.21% | +3.21 |
| PGR Progressive Corp. | New | 2.17% | +2.17 |
| PYPL PayPal Holdings Inc. | New | 1.39% | +1.39 |
| ORCL Oracle Corp. | New | 1.32% | +1.32 |
| UHS Universal Health Services-B | New | 1.30% | +1.30 |
| OKE Oneok Inc. | New | 0.51% | +0.51 |
| JPM JPMorgan Chase & Co. | Add +0.9% | 1.62% | +0.13 |
| AAPL Apple Inc. | Add +17.7% | 0.65% | +0.11 |
| GLDD Great Lakes Dredge & Dock Co. | New | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +4.3% | 0.58% | +0.07 |
| IWY iShares Russell Top 200 Grow | Add +1.2% | 2.38% | +0.06 |
| MA Mastercard Inc. Class A | Add +0.7% | 1.65% | +0.03 |
| IWP iShares Russell Mid-Cap Grow | Add +0.6% | 0.96% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +10.4% | 2.82% | +0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +3.4% | 0.47% | +0.01 |
| FHI Federated Hermes Inc. | Add +2.9% | 0.15% | +0.01 |
| BMO Bank of Montreal | Add +0.3% | 0.31% | +0.01 |
| PZA Invesco National Amt-Free Mu | Add +11.2% | 0.19% | +0.01 |
| T AT&T Inc. | Add +3.3% | 0.25% | +0.00 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +7.7% | 0.90% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +4.4% | 0.33% | −0.01 |
| IBM Intl Business Machines Corp. | Add +1.6% | 0.28% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +4.6% | 0.34% | −0.01 |
| IGLB iShares 10+ Year Inv GR Corp. | Add +11.1% | 0.73% | −0.02 |
| JNJ Johnson & Johnson | Add +0.4% | 0.15% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +1.1% | 0.51% | −0.03 |
| MSFT Microsoft Corp. | Add +3.7% | 0.77% | −0.03 |
| D Dominion Energy Inc. | Add +1.8% | 0.26% | −0.03 |
| COR Cencora Inc. | Add +1.5% | 0.92% | −0.04 |
| BHP BHP Group Ltd.-Spon ADR | Add +7.2% | 0.15% | −0.04 |
| NWE Northwestern Energy Group Inc. | Add +1.0% | 0.36% | −0.04 |
| DUK Duke Energy Corp. | Add +1.4% | 0.39% | −0.04 |
| PSX Phillips 66 | Add +1.1% | 0.23% | −0.05 |
| KHC The Kraft Heinz Co. | Add +1.7% | 0.27% | −0.05 |
| RIO Rio Tinto PLC-Spon ADR | Add +10.3% | 0.36% | −0.06 |
| TD Toronto-Dominion Bank | Add +0.7% | 0.25% | −0.06 |
| VXUS Vanguard Total Intl Stock | Add +8.3% | 1.23% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.1% | 1.75% | −0.10 |
| VCLT Vanguard Long-Term Corp. Bond | Add +9.5% | 2.27% | −0.10 |
| LEN Lennar Corp. Class A | Add +1.8% | 1.11% | −0.47 |
| SPLB SS SPDR P Long Term C ETF | Add +0.3% | 4.99% | −0.70 |