Passumpsic Savings Bank
โขCIK: 2023170โขFiling: Q4 2025
Passumpsic Savings Bank manages $183M across 90 positions, with a focus on fixed income and equity investments. The fund's top holdings include Vanguard Intermediate-Term Corporate Bond ETF (VCIT) at $12.5M and Vanguard Long-Term Corporate Bond ETF (VCLT) at $10.2M, totaling $22.7M or 12.4% of assets under management. Notable equity positions include General Electric (GE) at $7.7M and NVIDIA (NVDA) at $5.1M, with the fund also holding significant stakes in Invesco 1-30 Laddered Treasury ETF (SPLB) and Taiwan Semiconductor (TSM). The portfolio's largest 10 positions account for 57.4% of total AUM, with VCIT and VCLT representing the largest allocations.
Total AUM
$182.7M
QoQ Performance
N/A
Positions
83
Top 10 Concentration
37.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VCIT
VCLT
VCIT6.8%
VCLT5.6%
GE4.2%
SPLB4.0%
TSM3.6%
NVDA2.8%
IWY2.8%
AEP2.5%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other65.4%
Technology11.5%
Consumer7.5%
Financial5.5%
Industrial4.7%
Healthcare2.1%
Communication1.9%
Utilities0.9%
๐ช Exited Positionssold since Q4 2024
+16 more exited positions
Changes from Q4 2024
NEW31 new positions
โ32 increased
โ24 decreased
Historical Filings
Q4 2025Q4 2024Q3 2024Q2 2024Q1 2024