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Portfolio (Quarterly) Guide ↗

HM PAYSON & CO

· CIK 0000928052
13F Portfolio $6.9B AUM 1,600 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 95 New 212 Added 282 Reduced 115 Exited
Page 4 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INTC INTEL CORP Technology 51,814.0 $2.3M 0.03% +2K +3.3% $44.13 +168.5%
62 IWM ISHARES TR 9,095.0 $2.3M 0.03% +98.0 +1.1% $248.01 +13.9%
63 DIS DISNEY WALT CO Communication Services 22,232.0 $2.1M 0.03% +3K +12.8% $96.38 +7.5%
64 SJM SMUCKER J M CO Consumer Defensive 20,010.0 $1.9M 0.03% +12K +165.0% $96.44 +4.2%
65 QQQ INVESCO QQQ TR Financial Services 3,160.0 $1.8M 0.03% +37.0 +1.2% $577.22 +23.8%
66 CVS CVS HEALTH CORP Healthcare 24,440.0 $1.8M 0.03% +3K +15.5% $71.82 +29.9%
67 IEFA ISHARES TR 19,301.0 $1.7M 0.03% +4K +25.3% $90.53 +7.5%
68 VOO VANGUARD INDEX FDS 2,861.0 $1.7M 0.03% +74.0 +2.7% $597.49 +14.3%
69 SPHQ INVESCO EXCHANGE TRADED FD T 22,119.0 $1.7M 0.02% +382.0 +1.8% $75.19 +11.3%
70 NUSC NUSHARES ETF TR 35,392.0 $1.6M 0.02% +30K +561.2% $45.06 +8.4%
71 MS MORGAN STANLEY Financial Services 9,503.0 $1.6M 0.02% +1K +17.5% $164.57 +21.8%
72 VYM VANGUARD WHITEHALL FDS 10,371.0 $1.5M 0.02% +582.0 +6.0% $148.10 +6.2%
73 AMP AMERIPRISE FINL INC Financial Services 3,394.0 $1.5M 0.02% +677.0 +24.9% $444.40 +1.4%
74 WEC WEC ENERGY GROUP INC Utilities 12,784.0 $1.5M 0.02% +977.0 +8.3% $115.77 -4.4%
75 DEHP DIMENSIONAL ETF TRUST 43,152.0 $1.5M 0.02% +9K +27.3% $33.79 +20.6%
76 ECL ECOLAB INC Basic Materials 5,456.0 $1.5M 0.02% +288.0 +5.6% $266.03 -6.0%
77 BA BOEING CO Industrials 7,144.0 $1.4M 0.02% +1K +16.8% $199.03 +10.3%
78 EPD ENTERPRISE PRODS PARTNERS L Energy 37,354.0 $1.4M 0.02% +236.0 +0.6% $37.84 +4.3%
79 CEG CONSTELLATION ENERGY CORP Utilities 5,003.0 $1.4M 0.02% +5K +1885.3% $279.25 +2.4%
80 VZ VERIZON COMMUNICATIONS INC Communication Services 27,674.0 $1.4M 0.02% +2K +9.3% $50.20 -4.7%
Page 4 of 11  ·  212 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.7%
Industrials 14.0%
Healthcare 11.2%
Financial Services 10.7%
Communication Services 10.4%
Consumer Cyclical 10.3%
Energy 3.3%
Consumer Defensive 2.3%
Basic Materials 0.5%
Utilities 0.5%