Passumpsic Savings Bank

Q4 2025 13F-HR Holdings

Location
St. Johnsbury, VT
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$182,722
Net value change ($000)
New positions
90
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VCIT 12,489
VCLT 10,160
GE 7,698
SPLB 7,353
TSM 6,559
NVDA 5,093
IWY 5,058
AEP 4,578
ANET 4,546
AVGO 4,337
Top Reduces (Value $000, Stocks/ETFs)
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type