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CIK: 0002023170
Total reported value
$182.7M
$182.7M
82 檔
15.1%
The Q3 2024 SEC filing reveals that Passumpsic Savings Bank held a total portfolio value of $182.7M, covering 82 public equity positions.
During Q3 2024, Passumpsic Savings Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPLB, GE, DECK) accounted for 15.1% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 5.69% | — | +8.86% | |
| 2 | GE | General Electric | Stock-Industrials | 4.01% | — | -4.25% | |
| 3 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 2.86% | — | +477.82% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.81% | — | +9.77% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.73% | — | -1.29% | |
| 6 | AXON | Axon Enterprise Inc | Stock-Industrials | 2.69% | — | -1.15% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.67% | — | -2.25% | |
| 8 | ANETEUR | Arista Networks Inc | Stock-Other | 2.62% | — | -5.16% | |
| 9 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.58% | — | -2.62% | |
| 10 | CPRT | Copart Inc | Stock-Industrials | 2.53% | — | -2.56% | |
| 11 | ALL | Allstate CORP | Stock-Financials | 2.49% | — | -2.27% | |
| 12 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.37% | — | +8.00% | |
| 13 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.32% | — | +5.38% | |
| 14 | HUBB | Hubbell Inc | Stock-Industrials | 2.18% | — | -0.50% | |
| 15 | CROX | Crocs Inc | Stock-Consumer Disc | 2.09% | — | -1.17% | |
| 16 | GRMN | Garmin Ltd. | Stock-Tech | 2.06% | — | — | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.02% | — | -3.59% | |
| 18 | PH | Parker Hannifin CORP | Stock-Industrials | 1.99% | — | -3.29% | |
| 19 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.98% | — | — | |
| 20 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.93% | — | +2.64% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.85% | — | +2.59% | |
| 22 | AON | Aon plc | Stock-Financials | 1.83% | — | -37.75% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.80% | — | +900.88% | |
| 24 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.73% | — | — | |
| 25 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.69% | — | -2.92% | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.68% | — | +0.91% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 1.65% | — | +2.00% | |
| 28 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.62% | — | — | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 1.62% | — | +2.87% | |
| 30 | FISV | Fiserv Inc | Stock-Other | 1.61% | — | -1.28% | |
| 31 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.58% | — | +3.64% | |
| 32 | GWW | Ww Grainger Inc | Stock-Industrials | 1.53% | — | -1.49% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.49% | — | +15.05% | |
| 34 | RACE | Ferrari N.V. | Stock-Consumer Disc | 1.49% | — | -0.74% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.48% | — | -0.47% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.39% | — | -0.75% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 1.32% | — | +1.20% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.31% | — | +8.76% | |
| 39 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.26% | — | +0.05% | |
| 40 | COR | Cencora Inc | Stock-Healthcare | 0.95% | — | +4.94% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.93% | — | +7.52% | |
| 42 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.91% | — | +8.51% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | — | +68.97% | |
| 44 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.75% | — | — | |
| 45 | KLAC | Kla CORP | Stock-Tech | 0.64% | — | +6.74% | |
| 46 | PRU | Prudential Financial Inc | Stock-Financials | 0.63% | — | -0.99% | |
| 47 | AEP | American Electric Power | Stock-Utilities | 0.60% | — | — | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.54% | — | +9.40% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.54% | — | +2.34% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | — | +37.99% |
According to official SEC Form 13F filings, Passumpsic Savings Bank reported a total U.S. public equity portfolio value of $182.7M across 82 disclosed positions in Q3 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.
During Q3 2024, Passumpsic Savings Bank's top holdings by market value included SPLB (5.7%)、GE (4.0%)、DECK (2.9%). The largest single position, SPLB, represented 5.7% of total portfolio value.
In Q3 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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