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CIK: 0002023170
Total reported value
$182.7M
$182.7M
76 檔
14.2%
As reported in its official Q2 2024 Form 13F filing, Passumpsic Savings Bank's tracked investment portfolio stood at $182.7M with 76 total positions.
During Q2 2024, Passumpsic Savings Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 5.33% | — | -1.15% | |
| 2 | GE | General Electric | Stock-Industrials | 3.85% | — | +2.84% | |
| 3 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 3.28% | — | -18.31% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.10% | — | -5.21% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.07% | — | +5169.15% | |
| 6 | CPRT | Copart Inc | Stock-Industrials | 2.93% | — | -20.03% | |
| 7 | ANETEUR | Arista Networks Inc | Stock-Other | 2.75% | — | -5.34% | |
| 8 | AON | Aon plc | Stock-Financials | 2.73% | — | — | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.67% | — | +36.96% | |
| 10 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.62% | — | -1.45% | |
| 11 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.34% | — | +8.69% | |
| 12 | ALL | Allstate CORP | Stock-Financials | 2.34% | — | — | |
| 13 | PCAR | Paccar Inc | Stock-Industrials | 2.34% | — | -22.08% | |
| 14 | CROX | Crocs Inc | Stock-Consumer Disc | 2.33% | — | — | |
| 15 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.24% | — | +36.02% | |
| 16 | AXON | Axon Enterprise Inc | Stock-Industrials | 2.19% | — | -17.74% | |
| 17 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.18% | — | -16.82% | |
| 18 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 2.07% | — | +3490.03% | |
| 19 | HUBB | Hubbell Inc | Stock-Industrials | 2.04% | — | -0.35% | |
| 20 | CAH | Cardinal Health Inc | Stock-Healthcare | 2.02% | — | +1.38% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.01% | — | -22.36% | |
| 22 | MCK | Mckesson CORP | Stock-Healthcare | 1.99% | — | +3.27% | |
| 23 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.93% | — | +4.13% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.83% | — | +4.06% | |
| 25 | EMR | Emerson Electric Co | Stock-Industrials | 1.82% | — | — | |
| 26 | PH | Parker Hannifin CORP | Stock-Industrials | 1.80% | — | -3.50% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.74% | — | -23.57% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 1.69% | — | -21.15% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.66% | — | +1.55% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 1.53% | — | -15.31% | |
| 31 | FISV | Fiserv Inc | Stock-Other | 1.48% | — | -28.90% | |
| 32 | GWW | Ww Grainger Inc | Stock-Industrials | 1.48% | — | -1.85% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.47% | — | +3.22% | |
| 34 | RACE | Ferrari N.V. | Stock-Consumer Disc | 1.42% | — | +0.41% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.36% | — | -25.43% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 1.34% | — | -30.50% | |
| 37 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.33% | — | +9.22% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.23% | — | +32.41% | |
| 39 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.17% | — | -31.11% | |
| 40 | COR | Cencora Inc | Stock-Healthcare | 1.00% | — | +8.53% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.89% | — | +25.79% | |
| 42 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.84% | — | +14.34% | |
| 43 | KLAC | Kla CORP | Stock-Tech | 0.70% | — | +3.67% | |
| 44 | PRU | Prudential Financial Inc | Stock-Financials | 0.67% | — | -47.60% | |
| 45 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.67% | — | — | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | — | -43.57% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | — | +9.40% | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.49% | — | -46.90% | |
| 49 | PZT | Invesco New York Amt-free Mu | ETF-Other | 0.49% | — | — | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.48% | — | -3.00% |
According to official SEC Form 13F filings, Passumpsic Savings Bank reported a total U.S. public equity portfolio value of $182.7M across 76 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPLB, GE, DECK) accounted for 14.2% of total reported equity market value during Q2 2024.
During Q2 2024, Passumpsic Savings Bank's top holdings by market value included SPLB (5.3%)、GE (3.9%)、DECK (3.3%). The largest single position, SPLB, represented 5.3% of total portfolio value.
In Q2 2024, Passumpsic Savings Bank made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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