Portfolio (Quarterly)
Guide ↗
HM PAYSON & CO
· CIK 0000928052| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | CBRE | CBRE GROUP INC | Real Estate | 16 | $3K | — | SOLD |
| 82 | — | COMERICA INC | — | 29 | $3K | — | SOLD |
| 83 | VEEV | VEEVA SYS INC | Healthcare | 11 | $2K | — | SOLD |
| 84 | BSCS | INVESCO EXCH TRD SLF IDX FD | — | 116 | $2K | — | SOLD |
| 85 | CLBT | CELLEBRITE DI LTD | Technology | 120 | $2K | — | SOLD |
| 86 | — | ICICI BANK LIMITED | — | 72 | $2K | — | SOLD |
| 87 | FMX | FOMENTO ECONOMICO MEXICANO S | Consumer Defensive | 21 | $2K | — | SOLD |
| 88 | NEU | NEWMARKET CORP | Basic Materials | 3 | $2K | — | SOLD |
| 89 | PUK | PRUDENTIAL PLC | Financial Services | 66 | $2K | — | SOLD |
| 90 | — | PIPER SANDLER COMPANIES | — | 6 | $2K | — | SOLD |
| 91 | SNOW | SNOWFLAKE INC | Technology | 9 | $2K | — | SOLD |
| 92 | CPNG | COUPANG INC | Consumer Cyclical | 79 | $2K | — | SOLD |
| 93 | IOT | SAMSARA INC | Technology | 52 | $2K | — | SOLD |
| 94 | POST | POST HLDGS INC | Consumer Defensive | 18 | $2K | — | SOLD |
| 95 | DDOG | DATADOG INC | Technology | 13 | $2K | — | SOLD |
| 96 | BIL | SPDR SERIES TRUST | — | 19 | $2K | — | SOLD |
| 97 | TIC | TIC SOLUTIONS INC | Industrials | 157 | $2K | — | SOLD |
| 98 | SCCO | SOUTHERN COPPER CORP | Basic Materials | 11 | $2K | — | SOLD |
| 99 | GPGI | COMPOSECURE INC | Industrials | 77 | $1K | — | SOLD |
| 100 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 196 | $1K | — | 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%