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Livermore
Livermore
ZHEN

Passumpsic Savings Bank

SEC CIK
0002023170
Latest filing
Feb 5, 2026

The latest 13F from Passumpsic Savings Bank covers Q4 2025 (filed Feb 5, 2026): 90 long positions worth $182.7M. The top 10 holdings make up 37.1% of the portfolio, and the largest is Vanguard Intermediate-Term Corporate Bond ETF at 6.8%. Livermore has 5 filings on Form 13F from this institution, going back to Q1 2024.

What changed in Q4 2025

The five largest holdings this quarter.

Passumpsic Savings Bank did not file a 13F for Q3 2025, so this quarter cannot be compared with the previous one.

Compare with Q4 2024 instead

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Intermediate-Term Corporate Bond ETF92206C870
    6.8%$12.5M
  2. Vanguard Scottsdale FDS92206C813
    5.6%$10.2M
  3. GEGeneral Electric Co
    4.2%$7.70MHistory
  4. State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367
    4.0%$7.35M
  5. TSMTaiwan Semiconductor Manufacturing Co Ltd
    3.6%$6.56MHistory

Share of portfolio

Top 5 holdings and the other 85 positions, by share of portfolio value

  1. Vanguard Intermediate-Term Corporate Bond ETF6.8%
  2. Vanguard Scottsdale FDS5.6%
  3. GE4.2%
  4. State Street SPDR Portfolio Long Term Corporate Bond ETF4.0%
  5. TSM3.6%
  6. Other 85 positions75.8%

Metrics

13F metrics for Q4 2025, computed only from the numbers in the filings. Definitions below.

Portfolio value
$182.7M
No prior quarter to compare
Positions
90
No prior quarter to compare
Top 10 concentration
37.1%
Top 10 as share of value
Turnover
–
No prior quarter to compare
Average holding period
1.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2024), so positions held before then are understated.

13F filings by quarter

5 quarters, going back to Q1 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $182.7M (Q4 2025)

Q1 2024: $156.5MQ2 2024: $139.5MQ3 2024: $152.4MQ4 2024: $160.3MQ4 2025: $182.7M
Q1 2024Q4 2025
13F filings of Passumpsic Savings Bank by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q4 2025Feb 5, 202690$182.7MVanguard Intermediate-Term Corporate Bond ETFVanguard Scottsdale FDSGE–SEC
Q4 2024Feb 3, 202580$160.3MState Street SPDR Portfolio Long Term Corporate Bond ETFAXONDECKvs. Q3 2024SEC
Q3 2024Nov 20, 202482$152.4MState Street SPDR Portfolio Long Term Corporate Bond ETFGEDECKvs. Q2 2024SEC
Q2 2024Aug 13, 202476$139.5MState Street SPDR Portfolio Long Term Corporate Bond ETFGEDECKvs. Q1 2024SEC
Q1 2024May 14, 202496$156.5MState Street SPDR Portfolio Long Term Corporate Bond ETFGECPRT–SEC