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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 6 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BLK BLACKROCK INC Financial Services 1,369.0 $1.3M 0.02% -8.0 -0.6% $961.56 +18.5%
102 AMP AMERIPRISE FINL INC Financial Services 2,717.0 $1.2M 0.02% -677.0 -19.9% $458.76 +19.3%
103 D DOMINION ENERGY INC Utilities 18,239.0 $1.2M 0.02% -873.0 -4.6% $68.29 -1.2%
104 ED CONSOLIDATED EDISON INC Utilities 11,196.0 $1.2M 0.02% -450.0 -3.9% $110.63 -2.1%
105 MDT MEDTRONIC PLC Healthcare 15,730.0 $1.2M 0.02% -525.0 -3.2% $78.23 +18.0%
106 CAC CAMDEN NATL CORP Financial Services 22,155.0 $1.2M 0.02% -2K -8.7% $54.22 +4.2%
107 FANG DIAMONDBACK ENERGY INC Energy 6,749.0 $1.2M 0.02% -50.0 -0.7% $175.78 +20.0%
108 SYY SYSCO CORP Consumer Defensive 14,182.0 $1.2M 0.02% -125.0 -0.9% $83.58 -0.6%
109 BK BANK OF NY MELLON CORP Financial Services 7,960.0 $1.2M 0.01% -350.0 -4.2% $144.61 -1.9%
110 QCOM QUALCOMM INC Technology 6,209.0 $1.1M 0.01% -162.0 -2.5% $184.80 -13.0%
111 PII POLARIS INC Consumer Cyclical 16,542.0 $1.1M 0.01% -2K -8.3% $68.44 -5.9%
112 VZ VERIZON COMMUNICATIONS INC Communication Services 26,351.0 $1.1M 0.01% -1K -4.8% $42.34 +16.2%
113 DEO DIAGEO PLC Consumer Defensive 12,392.0 $996K 0.01% -2K -16.3% $80.38 +16.8%
114 DUK DUKE ENERGY CORP NEW Utilities 7,469.0 $945K 0.01% -522.0 -6.5% $126.58 -3.1%
115 CI THE CIGNA GROUP Healthcare 3,318.0 $915K 0.01% -210.0 -6.0% $275.68 -0.5%
116 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,464.0 $913K 0.01% -307.0 -11.1% $370.62 -3.8%
117 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 14,008.0 $897K 0.01% -394.0 -2.7% $64.01 +15.7%
118 GILD GILEAD SCIENCES INC Healthcare 7,060.0 $892K 0.01% -376.0 -5.1% $126.34 +13.5%
119 XLK SELECT SECTOR SPDR TR 4,592.0 $875K 0.01% -27K -85.3% $190.52 -3.9%
120 SHEL SHELL PLC Energy 11,158.0 $865K 0.01% -822.0 -6.9% $77.54 +20.8%
Page 6 of 13  ·  252 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%