Portfolio (Quarterly)
Guide ↗
HM PAYSON & CO
· CIK 0000928052| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | ICLR | ICON PLC | Healthcare | 79 | $14K | — | SOLD |
| 42 | AVNS | AVANOS MED INC | Healthcare | 1,250 | $14K | — | SOLD |
| 43 | FIGR | FIGURE TECHNOLOGY SOLUTIO | Financial Services | 338 | $14K | — | SOLD |
| 44 | SFM | SPROUTS FMRS MKT INC | Consumer Defensive | 172 | $14K | — | SOLD |
| 45 | ATRO | ASTRONICS CORP | Industrials | 250 | $14K | — | SOLD |
| 46 | — | BBB FOODS INC | — | 370 | $12K | — | SOLD |
| 47 | NYT | NEW YORK TIMES CO | Communication Services | 171 | $12K | — | SOLD |
| 48 | FRPT | FRESHPET INC | Consumer Defensive | 193 | $12K | — | SOLD |
| 49 | — | GRUPO AEROMEXICO SAB DE CV | — | 520 | $11K | — | SOLD |
| 50 | — | NEBIUS GROUP N.V. | — | 125 | $10K | — | SOLD |
| 51 | EMBJ | EMBRAER S.A. | Industrials | 159 | $10K | — | SOLD |
| 52 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 40 | $10K | — | SOLD |
| 53 | FWRG | FIRST WATCH RESTAURANT GROUP | Consumer Cyclical | 662 | $10K | — | SOLD |
| 54 | SN | SHARKNINJA INC | Consumer Cyclical | 89 | $10K | — | SOLD |
| 55 | IBHG | ISHARES TR | — | 444 | $10K | — | SOLD |
| 56 | XLB | SELECT SECTOR SPDR TR | — | 212 | $10K | — | SOLD |
| 57 | APPF | APPFOLIO INC | Technology | 39 | $9K | — | SOLD |
| 58 | OSCR | OSCAR HEALTH INC | Healthcare | 621 | $9K | — | SOLD |
| 59 | HUBS | HUBSPOT INC | Technology | 21 | $8K | — | SOLD |
| 60 | SATS | ECHOSTAR CORP | Technology | 74 | $8K | — | SOLD |
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%