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Portfolio (Quarterly) Guide ↗

HM PAYSON & CO

· CIK 0000928052
13F Portfolio $7.1B AUM 1,606 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1144 New
Page 13 of 58  ·  1,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AMD ADVANCED MICRO DEVICES INC Technology 3,932.0 $842K 0.01% NEW $214.16 +109.9%
242 PAYX PAYCHEX INC Industrials 7,477.0 $839K 0.01% NEW $112.18 -16.0%
243 NYF ISHARES TR 15,445.0 $826K 0.01% NEW $53.51 -0.8%
244 PHO INVESCO EXCHANGE TRADED FD T 11,571.0 $815K 0.01% NEW $70.41 -7.8%
245 TFX TELEFLEX INCORPORATED Healthcare 6,612.0 $807K 0.01% NEW $122.04 +10.8%
246 TEL TE CONNECTIVITY PLC Technology 3,511.0 $799K 0.01% NEW $227.51 -11.5%
247 SLB SLB LIMITED Energy 20,768.0 $797K 0.01% NEW $38.38 +49.2%
248 DFAS DIMENSIONAL ETF TRUST 10,855.0 $756K 0.01% NEW $69.67 +10.3%
249 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 1,228.0 $741K 0.01% NEW $603.28 +10.3%
250 CME CME GROUP INC Financial Services 2,708.0 $740K 0.01% NEW $273.08 +5.9%
251 HPQ HP INC Technology 33,146.0 $738K 0.01% NEW $22.28 -1.7%
252 SJM SMUCKER J M CO Consumer Defensive 7,550.0 $738K 0.01% NEW $97.81 +2.7%
253 NOV NOV INC Energy 47,000.0 $735K 0.01% NEW $15.63 +33.5%
254 MTD METTLER TOLEDO INTERNATIONAL Healthcare 524.0 $731K 0.01% NEW $1394.19 -21.8%
255 ZTS ZOETIS INC Healthcare 5,790.0 $729K 0.01% NEW $125.83 -36.7%
256 HSY HERSHEY CO Consumer Defensive 3,963.0 $721K 0.01% NEW $181.98 +4.6%
257 MU MICRON TECHNOLOGY INC Technology 2,517.0 $718K 0.01% NEW $285.41 +167.0%
258 IBHF ISHARES TR 30,628.0 $707K 0.01% NEW $23.08 -1.2%
259 MDB MONGODB INC Technology 1,674.0 $703K 0.01% NEW $419.69 -24.3%
260 VV VANGUARD INDEX FDS 2,199.0 $692K 0.01% NEW $314.80 +8.5%
Page 13 of 58  ·  1,144 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 38.4%
Industrials 12.8%
Financial Services 12.3%
Healthcare 10.7%
Communication Services 10.6%
Consumer Cyclical 9.9%
Energy 2.3%
Consumer Defensive 2.1%
Basic Materials 0.4%
Utilities 0.4%