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Passumpsic Savings Bank

Latest statistics and disclosures from Passumpsic Savings Bank's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002023170

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Positions held by Passumpsic Savings Bank consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Passumpsic Savings Bank

Passumpsic Savings Bank holds 96 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Ser Tr Fixed Income ETF (SPLB)	4.9	$7.7M	333k	23.24	View chart
Ge Aerospace Common Stock (GE)	3.7	$5.8M	33k	175.53	View chart
Copart Common Stock (CPRT)	3.5	$5.5M	94k	57.92	View chart
Deckers Outdoor Corp Common Stock (DECK)	3.5	$5.4M	5.8k	941.26	View chart
Paccar Common Stock (PCAR)	3.2	$5.0M	41k	123.89	View chart
Amazon Common Stock (AMZN)	2.7	$4.3M	24k	180.38	View chart
Marathon Pete Corp Common Stock (MPC)	2.7	$4.2M	21k	201.50	View chart
Ulta Beauty Common Stock (ULTA)	2.6	$4.1M	7.8k	522.88	View chart
Axon Enterprise Common Stock (AXON)	2.5	$3.9M	13k	312.88	View chart
Chipotle Mexican Grill Common Stock (CMG)	2.4	$3.7M	1.3k	2906.77	View chart
Meta Platforms Common Stock (META)	2.2	$3.5M	7.2k	485.58	View chart
Arista Networks Common Stock (ANET)	2.1	$3.4M	12k	289.98	View chart
Coca-cola Femsa Sab De Cv Common Stock (KOF)	2.1	$3.3M	34k	97.20	View chart
Intuitive Surgical Common Stock (ISRG)	2.1	$3.3M	8.3k	399.09	View chart
Novo-nordisk A S Int'l Common Stock (NVO)	2.1	$3.3M	26k	128.40	View chart
Berkshire Hathaway Inc Del Common Stock (BRK.B)	2.1	$3.3M	7.8k	420.52	View chart
Hubbell Common Stock (HUBB)	2.1	$3.2M	7.8k	415.05	View chart
Visa Common Stock (V)	2.0	$3.2M	11k	279.08	View chart
Cardinal Health Common Stock (CAH)	2.0	$3.2M	28k	111.90	View chart
Salesforce Common Stock (CRM)	2.0	$3.1M	10k	301.18	View chart
Fiserv Common Stock (FI)	2.0	$3.1M	20k	159.82	View chart
Parker-hannifin Corp Common Stock (PH)	1.8	$2.9M	5.1k	555.79	View chart
Mastercard Incorporated Common Stock (MA)	1.8	$2.8M	5.7k	481.57	View chart
Vanguard Scottsdale Fds Fixed Income ETF (VCIT)	1.7	$2.7M	34k	80.51	View chart
Ishares Tr Exchange Traded Fund (IWY)	1.7	$2.7M	14k	195.10	View chart
JPMorgan Chase & Co Common Stock (JPM)	1.6	$2.5M	13k	200.30	View chart
Mckesson Corp Common Stock (MCK)	1.6	$2.5M	4.6k	536.85	View chart
Hartford Finl Svcs Group Common Stock (HIG)	1.6	$2.4M	24k	103.05	View chart
Booking Holdings Common Stock (BKNG)	1.5	$2.4M	654.00	3627.88	View chart
Grainger W W Common Stock (GWW)	1.5	$2.4M	2.3k	1017.30	View chart
Vanguard Scottsdale Fds Fixed Income ETF (VCLT)	1.5	$2.4M	30k	78.23	View chart
Ferrari N V Int'l Common Stock (RACE)	1.3	$2.1M	4.8k	435.94	View chart
Broadcom Common Stock (AVGO)	1.3	$2.0M	1.5k	1325.41	View chart
Eli Lilly & Co Common Stock (LLY)	1.3	$2.0M	2.5k	777.96	View chart
Lennar Corp Common Stock (LEN)	1.2	$2.0M	11k	171.98	View chart
Prudential Finl Common Stock (PRU)	1.1	$1.8M	15k	117.40	View chart
Costco Whsl Corp Common Stock (COST)	1.1	$1.7M	2.3k	732.63	View chart
Cencora Common Stock (COR)	0.9	$1.4M	5.7k	242.99	View chart
Vanguard Star Fds International Equity ETF (VXUS)	0.8	$1.3M	21k	60.30	View chart
Microsoft Corp Common Stock (MSFT)	0.8	$1.2M	3.0k	420.72	View chart
Alphabet Common Stock (GOOGL)	0.7	$1.0M	6.9k	150.93	View chart
Apple Common Stock (AAPL)	0.7	$1.0M	6.1k	171.47	View chart
Vanguard World Exchange Traded Fund (MGV)	0.7	$1.0M	8.7k	119.51	View chart
Ishares Tr Exchange Traded Fund (IWP)	0.7	$1.0M	8.9k	114.14	View chart
Autodesk Common Stock (ADSK)	0.6	$891k	3.4k	260.42	View chart
Toronto Dominion Bk Ont Int'l Common Stock (TD)	0.5	$854k	14k	60.38	View chart
American Express Common Stock (AXP)	0.5	$850k	3.7k	227.69	View chart
Lockheed Martin Corp Common Stock (LMT)	0.5	$845k	1.9k	454.87	View chart
Carnival Corp Common Stock (CCL)	0.5	$811k	50k	16.34	View chart
KLA Corp Common Stock (KLAC)	0.5	$800k	1.1k	698.26	View chart
Walmart Common Stock (WMT)	0.5	$747k	12k	60.17	View chart
Analog Devices Common Stock (ADI)	0.4	$682k	3.5k	197.79	View chart
Invesco Exch Traded Fd Tr Ii Fixed Income ETF (PZT)	0.4	$680k	30k	23.04	View chart
Pfizer Common Stock (PFE)	0.4	$678k	24k	27.75	View chart
Vanguard Specialized Funds Exchange Traded Fund (VIG)	0.4	$676k	3.7k	182.61	View chart
Alphabet Common Stock (GOOG)	0.4	$669k	4.4k	152.26	View chart
Norwegian Cruise Line Hldg Common Stock (NCLH)	0.4	$644k	31k	20.93	View chart
Blackrock Common Stock (BLK)	0.4	$630k	756.00	833.70	View chart
Bank America Corp Common Stock (BAC)	0.4	$610k	16k	37.92	View chart
Nvidia Corporation Common Stock (NVDA)	0.4	$595k	658.00	903.56	View chart
Fidelity National Financial In Common Stock (FNF)	0.4	$588k	11k	53.10	View chart
Rio Tinto Int'l Common Stock (RIO)	0.4	$549k	8.6k	63.74	View chart
3M Common Stock (MMM)	0.3	$524k	4.9k	106.07	View chart
Lyondellbasell Industries N V Int'l Common Stock (LYB)	0.3	$506k	4.9k	102.28	View chart
Accenture Plc Ireland Int'l Common Stock (ACN)	0.3	$502k	1.5k	346.49	View chart
Phillips 66 Common Stock (PSX)	0.3	$494k	3.0k	163.34	View chart
Tesla Common Stock (TSLA)	0.3	$492k	2.8k	175.79	View chart
Kraft Heinz Common Stock (KHC)	0.3	$479k	13k	36.90	View chart
Bank Montreal Que Int'l Common Stock (BMO)	0.3	$467k	4.8k	97.68	View chart
Dover Corp Common Stock (DOV)	0.3	$438k	2.5k	177.19	View chart
Franklin Resources Common Stock (BEN)	0.3	$433k	15k	28.11	View chart
Abbott Labs Common Stock (ABT)	0.3	$426k	3.7k	113.66	View chart
Agco Corp Common Stock (AGCO)	0.3	$424k	3.4k	123.02	View chart
Vanguard Index Fds Exchange Traded Fund (VBK)	0.3	$417k	1.6k	260.72	View chart
United Parcel Service Common Stock (UPS)	0.3	$417k	2.8k	148.63	View chart
Texas Instrs Common Stock (TXN)	0.3	$410k	2.4k	174.21	View chart
Adobe Common Stock (ADBE)	0.3	$392k	777.00	504.60	View chart
Enbridge Int'l Common Stock (ENB)	0.2	$385k	11k	36.18	View chart
Vanguard Index Fds Exchange Traded Fund (VOE)	0.2	$385k	2.5k	155.91	View chart
Vanguard Index Fds Exchange Traded Fund (VBR)	0.2	$382k	2.0k	191.88	View chart
Johnson Ctls Intl Int'l Common Stock (JCI)	0.2	$360k	5.5k	65.32	View chart
Suncor Energy Int'l Common Stock (SU)	0.2	$360k	9.8k	36.91	View chart
Laboratory Corp Amer Hldgs Common Stock (LH)	0.2	$355k	1.6k	218.46	View chart
Keurig Dr Pepper Common Stock (KDP)	0.2	$352k	12k	30.67	View chart
Genuine Parts Common Stock (GPC)	0.2	$341k	2.2k	154.93	View chart
Dominion Energy Common Stock (D)	0.2	$337k	6.8k	49.19	View chart
International Business Machs Common Stock (IBM)	0.2	$334k	1.7k	190.96	View chart
Canadian Pacific Kansas City Common Stock (CP)	0.2	$331k	3.7k	88.17	View chart
Schlumberger Int'l Common Stock (SLB)	0.2	$303k	5.5k	54.81	View chart
Southern Copper Corp Common Stock (SCCO)	0.2	$296k	2.8k	106.52	View chart
Keysight Technologies Common Stock (KEYS)	0.2	$291k	1.9k	156.38	View chart
Invesco Exch Traded Fd Tr Ii Fixed Income ETF (PZA)	0.2	$276k	12k	23.83	View chart
Exxon Mobil Corp Common Stock (XOM)	0.2	$274k	2.4k	116.24	View chart
Epam Sys Common Stock (EPAM)	0.2	$242k	875.00	276.16	View chart
At&t Common Stock (T)	0.2	$236k	13k	17.60	View chart
BHP Group Int'l Common Stock (BHP)	0.2	$235k	4.1k	57.69	View chart

Past Filings by Passumpsic Savings Bank

SEC 13F filings are viewable for Passumpsic Savings Bank going back to 2024

Passumpsic Savings Bank 2024 Q1 filed May 14, 2024

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