PS

Passumpsic Savings Bank

13F
Passumpsic Savings Bank
Last update 2024-08-13 76 Stocks (7 new)
Value $139.00 Mil Turnover 16 %
Countries:
Top Holdings: SPLB(5.33%)GE(3.85%)DECK(3.28%)AMZN(3.10%)NVDA(3.07%)
Portfolio Report
Summary Stock Picks Current Portfolio
Passumpsic Savings Bank Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLB 		SPDR Portfolio Long Term Corporate Bond ETF
329,384
7427.610
-1.15%
5.330
-0.06%
-
-1.50%
-3.66%
988.954
 
GE 		GE Aerospace
33,803
5373.660
+2.84%
3.850
+0.11%
0.000
+9.61%
+80.32%
197670.177
Aerospace & Defense
DECK 		Deckers Outdoor Corp
28,344
4572.600
-18.31%
3.280
-0.64%
0.020
+16.06%
+59.45%
26985.903
Manufacturing - Apparel & Accessories
AMZN 		Amazon.com Inc
22,360
4321.070
-5.21%
3.100
-0.14%
0.000
+25.25%
+37.50%
2196690.950
Retail - Cyclical
NVDA 		NVIDIA Corp
34,671
4283.260
+426.91%
3.070
+2.49%
0.000
+36.03%
+199.51%
3637553.700
Semiconductors
CPRT 		Copart Inc
75,429
4085.240
-20.03%
2.930
-0.70%
0.010
+13.77%
+16.69%
55085.771
Business Services
ANET 		Arista Networks Inc
10,952
3838.460
-5.34%
2.750
-0.11%
0.000
+16.91%
+67.95%
124574.471
Hardware
AON 		Aon PLC
12,949
3801.570
New Holding
2.730
+2.73%
0.010
+16.88%
+32.94%
82972.720
Insurance
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
46,539
3719.860
+36.96%
2.670
+0.72%
-
-1.16%
-0.33%
48260.431
 
ISRG 		Intuitive Surgical Inc
8,204
3649.550
-1.45%
2.620
-0.03%
0.000
+15.37%
+59.20%
191293.295
Medical Devices & Instruments

Passumpsic Savings Bank's Historical Top Holdings Breakdowns

Passumpsic Savings Bank's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AON 		Aon PLC2024-06-30New Buy
+2.73%
●
275.82 ($295.67) 329.64
$383.66
29.76%
New holding
12,949
12,949
MPC 		Marathon Petroleum Corp2024-06-30Sold Out
-2.68%
●
168.76 ($185.98) 219.13
$155.21
-16.54%
Sold Out
0
-20,828
ULTA 		Ulta Beauty Inc2024-06-30Sold Out
-2.62%
●
376.14 ($406.48) 529.01
$379.79
-6.57%
Sold Out
0
-7,831
NVDA 		NVIDIA Corp2024-06-30Add
+2.49%
●
76.2 ($101.1) 135.58
$148.29
46.68%
Add 426.91%
34,671
28,091
ALL 		Allstate Corp2024-06-30New Buy
+2.34%
●
157.07 ($166.81) 175.41
$198.10
18.76%
New holding
20,447
20,447
CROX 		Crocs Inc2024-06-30New Buy
+2.33%
●
119.33 ($140.27) 159.68
$101.98
-27.30%
New holding
22,300
22,300
KOF 		Coca-Cola Femsa SAB de CV2024-06-30Sold Out
-2.13%
●
83.4 ($93.65) 101.12
$80.45
-14.10%
Sold Out
0
-34,316
EMR 		Emerson Electric Co2024-06-30New Buy
+1.82%
●
105.97 ($110.57) 115.59
$128.40
16.13%
New holding
22,991
22,991
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2024-06-30Add
+0.72%
●
77.99 ($79.4) 80.49
$81.01
2.03%
Add 36.96%
46,539
12,558
GEV 		GE Vernova Inc2024-06-30Sold Out
-0.72%
●
122.7 ($158.47) 181.45
$323.71
104.27%
Sold Out
0
-8,218

Passumpsic Savings Bank Total Holding History ($B)

To

Passumpsic Savings Bank's Asset Allocation

To

Passumpsic Savings Bank Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Passumpsic Savings Bank's Hypothetical Growth since 2024-06-30

Passumpsic Savings Bank's Yearly Returns

Year Portfolio % % Excess Gain %

Passumpsic Savings Bank's Holdings Heat Map

Size field:

Passumpsic Savings Bank's Holdings Bubble Chart

Passumpsic Savings Bank News

  • 1

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