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Portfolio (Quarterly) Guide ↗

HM PAYSON & CO

· CIK 0000928052
13F Portfolio $7.5B AUM 1,604 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 57 New 186 Added 252 Reduced 42 Exited
Page 5 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 J P MORGAN EXCHANGE TRADED F 10,198.0 $516K 0.01% +8K +387.5% $50.57
82 GS GOLDMAN SACHS GROUP INC Financial Services 505.0 $511K 0.01% +117.0 +30.1% $1011.37 -0.9%
83 IEMG ISHARES INC 5,735.0 $475K 0.01% +560.0 +10.8% $82.84 -2.2%
84 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 24,600.0 $464K 0.01% +10K +71.4% $18.87 +18.5%
85 VUG VANGUARD INDEX FDS 5,363.0 $462K 0.01% +4K +499.9% $86.14 +1.2%
86 MET METLIFE INC Financial Services 5,383.0 $455K 0.01% +158.0 +3.0% $84.61 +10.5%
87 IWR ISHARES TR 3,970.0 $438K 0.01% +256.0 +6.9% $110.32 +2.1%
88 MLM MARTIN MARIETTA MATLS INC Basic Materials 725.0 $418K 0.01% +674.0 +1321.6% $576.48 -8.9%
89 EWY ISHARES INC 2,048.0 $413K 0.01% +593.0 +40.8% $201.90 -11.8%
90 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 12,504.0 $377K 0.01% +2K +14.7% $30.17 +13.8%
91 IWF ISHARES TR 3,020.0 $375K 0.01% +2K +300.0% $124.17 -1.9%
92 TKR TIMKEN CO Industrials 2,580.0 $375K 0.01% +216.0 +9.1% $145.32 -14.3%
93 GPC GENUINE PARTS CO Consumer Cyclical 3,150.0 $372K 0.01% +100.0 +3.3% $117.98 +12.7%
94 EMXC ISHARES INC 3,287.0 $336K 0.00% +1K +59.2% $102.31 -5.2%
95 QUAL ISHARES TR 1,492.0 $327K 0.00% +664.0 +80.2% $219.43 +1.3%
96 MGK VANGUARD WORLD FD 3,680.0 $324K 0.00% +3K +400.0% $87.91 +0.8%
97 BSX BOSTON SCIENTIFIC CORP Healthcare 7,495.0 $320K 0.00% +225.0 +3.1% $42.68 +15.7%
98 FCX FREEPORT MCMORAN INC Basic Materials 5,008.0 $315K 0.00% +1K +24.9% $62.89 +13.2%
99 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 3,605.0 $314K 0.00% +1K +56.0% $87.05 +3.2%
100 BSCQ INVESCO EXCH TRD SLF IDX FD 16,014.0 $313K 0.00% +10K +177.8% $19.52 +0.2%
Page 5 of 10  ·  186 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 40.1%
Industrials 13.3%
Communication Services 10.8%
Healthcare 10.6%
Financial Services 9.7%
Consumer Cyclical 9.7%
Energy 2.8%
Consumer Defensive 1.9%
Utilities 0.5%
Basic Materials 0.4%