Passumpsic Savings Bank quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-12-31, Passumpsic Savings Bank opened 31 positions, added to 21, reduced 21, sold out of 21 and left 3 unchanged. The largest increase in value was APH (+$4,204,070); the largest decrease was AXON (-$5,986,585).
- AEP: Country of operation United States; Class Common Stock; Shares 2024-12-31 8,701; Shares 2025-12-31 39,706.
- GOOGL: Country of operation United States; Class Common Stock; Shares 2024-12-31 4,903; Shares 2025-12-31 5,201.
- TD: Country of operation —; Class Int'l Common Stock; Shares 2024-12-31 7,581; Shares 2025-12-31 7,960.
- MSFT: Country of operation United States; Class Common Stock; Shares 2024-12-31 2,937; Shares 2025-12-31 3,241.
Two Form 13F-HR filings compared (SEC CIK 2023170): 2024-12-31 (filed 2025-02-03) and 2025-12-31 (filed 2026-02-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-12-31 | Shares 2025-12-31 | Share change | Value 2024-12-31 | Value 2025-12-31 | Value change |
|---|
AEP
AMERICAN ELEC PWR CO INC | United States | Common Stock | 8,701 | 39,706 | +31,005 | $802,493 | $4,578,499 | +$3,776,006 |
|---|
GOOGL
Alphabet Inc | United States | Common Stock | 4,903 | 5,201 | +298 | $928,138 | $1,627,913 | +$699,775 |
|---|
TD
TORONTO DOMINION BK ONT | | Int'l Common Stock | 7,581 | 7,960 | +379 | $403,612 | $749,832 | +$346,220 |
|---|
MSFT
MICROSOFT CORP | United States | Common Stock | 2,937 | 3,241 | +304 | $1,237,946 | $1,567,412 | +$329,466 |
|---|
RIO
Rio Tinto PLC | | Int'l Common Stock | 9,754 | 10,056 | +302 | $573,633 | $804,782 | +$231,149 |
|---|
BHP
BHP Group Ltd | | Int'l Common Stock | 4,873 | 7,458 | +2,585 | $237,949 | $450,239 | +$212,290 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | Common Stock | 2,077 | 2,252 | +175 | $456,587 | $667,065 | +$210,478 |
|---|
AAPL
APPLE INC | United States | Common Stock | 4,154 | 4,577 | +423 | $1,040,119 | $1,244,303 | +$204,184 |
|---|
BMO
BANK MONTREAL MEDIUM | | Int'l Common Stock | 5,155 | 5,314 | +159 | $500,293 | $689,704 | +$189,411 |
|---|
JNJ
Johnson & Johnson | United States | Common Stock | 1,621 | 1,880 | +259 | $234,429 | $389,066 | +$154,637 |
|---|
NWE
NORTHWESTERN ENERGY GROUP INC | United States | Common Stock | 10,758 | 11,153 | +395 | $575,123 | $719,815 | +$144,692 |
|---|
FHI
Federated Hermes Inc | United States | Common Stock | 5,758 | 7,248 | +1,490 | $236,711 | $377,403 | +$140,692 |
|---|
TSLA
TESLA INC | United States | Common Stock | 2,800 | 2,804 | +4 | $1,130,752 | $1,261,015 | +$130,263 |
|---|
XOMXXXX
EXXON MOBIL CORP | | Common Stock | 3,612 | 4,273 | +661 | $388,543 | $514,213 | +$125,670 |
|---|
T
AT&T INC | United States | Common Stock | 17,943 | 21,371 | +3,428 | $408,562 | $530,856 | +$122,294 |
|---|
PSX
PHILLIPS 66 | United States | Common Stock | 3,260 | 3,765 | +505 | $371,412 | $485,836 | +$114,424 |
|---|
D
DOMINION ENERGY INC | United States | Common Stock | 7,775 | 8,828 | +1,053 | $418,762 | $517,233 | +$98,471 |
|---|
ENB
Enbridge Inc | | Int'l Common Stock | 11,526 | 12,281 | +755 | $489,048 | $587,400 | +$98,352 |
|---|
DUK
DUKE ENERGY CORP NEW | United States | Common Stock | 5,818 | 5,955 | +137 | $626,831 | $697,986 | +$71,155 |
|---|
PFE
PFIZER INC | United States | Common Stock | 24,689 | 24,827 | +138 | $654,999 | $618,192 | -$36,807 |
|---|
KHC
Kraft Heinz Co | United States | Common Stock | 13,913 | 16,635 | +2,722 | $427,268 | $403,399 | -$23,869 |
|---|
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