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Disclosery

13F-HR filed by Passumpsic Savings Bank

Passumpsic Savings Bank filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-05, with 90 holding rows worth $182,722,323.

Accession
0002023170-26-000001
Filer
CIK 2023170
Filed
2026-02-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 91 entries on the cover page, a total value of $182,722,323 stated on the cover page (in dollars after the unit check, H1), rows summing to $182,722,323 with VALUE read as dollars as filed, 13F file number 028-24138. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS149,128$12,489,470dollars as filed
Vanguard Long-Term Corporate Bond ETF92206C813SHS133,951$10,160,183dollars as filed
General Electric Company369604301COM24,990$7,697,670dollars as filed
SPDR Portfolio Long Term Corporate Bond ETF78464A367SHS325,655$7,353,290dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS21,585$6,559,466dollars as filed
NVIDIA Corp67066G104COM27,307$5,092,756dollars as filed
ISHARES TR464289438RUS TP200 GR ETF18,263$5,057,755dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock39,706$4,578,499dollars as filed
ARISTA NETWORKS INC040413205COM34,695$4,546,086dollars as filed
Broadcom Inc.11135F101COM12,531$4,336,979dollars as filed
Amazon.com, Inc023135106COM18,567$4,285,635dollars as filed
AMPHENOL CORP NEW032095101COM31,109$4,204,070dollars as filed
Booking Holdings Inc.09857L108COM645$3,454,188dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock3,833$3,369,054dollars as filed
CUMMINS INC COM231021106Stock6,536$3,336,301dollars as filed
TJX Companies Inc872540109COM21,621$3,321,202dollars as filed
GE Vernova Inc.36828A101COM5,067$3,311,639dollars as filed
Uber Technologies90353T100COM38,906$3,179,009dollars as filed
Boston Scientific Corporation101137107COM32,941$3,140,924dollars as filed
Lam Research Corporation512807306COM18,237$3,121,810dollars as filed
BANK OF NY MELLON CORP COM064058100Stock26,746$3,104,943dollars as filed
JPMorgan Chase & Co46625H100COM9,631$3,103,301dollars as filed
Visa Inc92826C839COM8,755$3,070,466dollars as filed
MasterCard, Inc57636Q104COM5,019$2,865,247dollars as filed
Walt Disney Co254687106COM25,111$2,856,878dollars as filed
META PLATFORMS INC CL A30303M102COM4,319$2,850,929dollars as filed
VANGUARD STAR FDS921909768COM37,233$2,808,858dollars as filed
Micron Technology,Inc.595112103COM9,352$2,669,154dollars as filed
HOWMET AEROSPACE INC COM443201108Stock12,989$2,663,005dollars as filed
Eli Lilly and Company532457108COM2,448$2,630,817dollars as filed
INTERDIGITAL INC COM45867G101Stock7,520$2,394,218dollars as filed
CENCORA INC COM03073E105Stock6,527$2,204,494dollars as filed
RESMED INC COM761152107Stock8,952$2,156,268dollars as filed
HARTFORD INSURANCE GROUP INC COM416515104Stock15,540$2,141,412dollars as filed
CBOE GLOBAL MKTS INC COM12503M108Stock8,146$2,044,646dollars as filed
INTERACTIVE BROKERS GROUP INC COM CL A45841N107Stock31,269$2,010,909dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF14,289$1,956,736dollars as filed
VANGUARD MORNINGSTAR MEGA CAP VALUE ETF921910840ETF13,034$1,839,879dollars as filed
UBIQUITI INC90353W103COM3,258$1,802,814dollars as filed
EMCOR GROUP INC COM29084Q100Stock2,821$1,725,860dollars as filed
KINROSS GOLD CORP496902404COM60,011$1,689,910dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM5,201$1,627,913dollars as filed
Microsoft Corp594918104COM3,241$1,567,412dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock5,439$1,517,046dollars as filed
Tesla Motors, Inc88160R101COM2,804$1,261,015dollars as filed
Apple Inc037833100COM4,577$1,244,303dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS5,055$1,110,988dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS3,217$971,888dollars as filed
ISHARES 10 Y INVE GRADE COR B46428951110+ YR INVST GRD19,168$967,026dollars as filed
RIO TINTO PLC SPONSORED ADR767204100ADR10,056$804,782dollars as filed
3M CO COM88579Y101Stock4,995$799,700dollars as filed
PRUDENTIAL FINL INC COM744320102Stock6,976$787,451dollars as filed
INVESCO EXCH TRADED FD TR II46138E529NY AMT FRE MUN34,402$767,646dollars as filed
TORONTO DOMINION BK ONT COM NEW891160509Stock7,960$749,832dollars as filed
NORTHWESTERN ENERGY GROUP INC COM NEW668074305Stock11,153$719,815dollars as filed
Duke Energy Corporation26441C204COM5,955$697,986dollars as filed
BANK MONTREAL MEDIUM COM063671101Stock5,314$689,704dollars as filed
International Business Machines Corporation459200101COM2,252$667,065dollars as filed
Vanguard Small-Cap Value ETF922908611SHS3,083$652,949dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS3,620$642,079dollars as filed
MAIN STR CAP CORP56035L104COM10,620$641,342dollars as filed
Pfizer Inc.717081103COM24,827$618,192dollars as filed
FIDELITY NATIONAL FINANCIAL31620R303FNF GROUP COM11,139$608,078dollars as filed
ONEOK INC NEW682680103COM8,028$590,058dollars as filed
ENBRIDGE INC COM29250N105Stock12,281$587,400dollars as filed
AT&T Inc00206R102COM21,371$530,856dollars as filed
DOMINION ENERGY INC COM25746U109Stock8,828$517,233dollars as filed
EXXON MOBIL CORP30231G102COM4,273$514,213dollars as filed
PHILLIPS 66 COM718546104Stock3,765$485,836dollars as filed
BHP BILLITON LIMITED SPONSORED ADS088606108ADR7,458$450,239dollars as filed
NextEra Energy,Inc.65339F101COM5,588$448,605dollars as filed
KRAFT HEINZ CO COM500754106Stock16,635$403,399dollars as filed
Johnson & Johnson478160104COM1,880$389,066dollars as filed
FEDERATED HERMES INC CL B314211103Stock7,248$377,403dollars as filed
GENUINE PARTS CO COM372460105Stock2,640$324,614dollars as filed
Cisco Systems,Inc.17275R102COM4,083$314,513dollars as filed
Verizon Communications Inc92343V104COM7,348$299,284dollars as filed
Bristol-Myers Squibb Company110122108COM5,195$280,218dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock3,749$276,039dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM875$274,575dollars as filed
INVESCO EXCH TRADED FD TR II46138E537NATL AMT MUNI11,790$273,410dollars as filed
MARKELGROUPINC570535104STOK121$260,108dollars as filed
FIRST AMERN FINL CORP31847R102COM4,140$254,362dollars as filed
EXELON CORP COM30161N101Stock5,802$252,909dollars as filed
AES CORP COM00130H105Stock17,050$244,497dollars as filed
Chevron Corporation166764100COM1,559$237,607dollars as filed
OMNICOM GROUP INC COM681919106Stock2,834$228,833dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock2,260$228,011dollars as filed
AMERIPRISE FINL INC COM03076C106Stock450$220,653dollars as filed
Great Lakes Dredge & Dock Corp390607109Common Stock12,000$157,440dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002023170-26-000001this filing2026-02-05acceptance time not in the bulk data set