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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 10 of 58  ·  1,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MS MORGAN STANLEY Financial Services 8,090.0 $1.4M 0.02% NEW $177.53 +12.9%
182 CCNE CNB FINL CORP PA Financial Services 54,698.0 $1.4M 0.02% NEW $26.17 +17.7%
183 VYM VANGUARD WHITEHALL FDS 9,789.0 $1.4M 0.02% NEW $143.52 +9.6%
184 CHD CHURCH & DWIGHT CO INC Consumer Defensive 16,573.0 $1.4M 0.02% NEW $83.85 +14.1%
185 SXI STANDEX INTL CORP Industrials 6,344.0 $1.4M 0.02% NEW $217.28 +16.9%
186 IEFA ISHARES TR 15,402.0 $1.4M 0.02% NEW $89.46 +8.8%
187 VO VANGUARD INDEX FDS 4,696.0 $1.4M 0.02% NEW $290.22 -73.3%
188 ECL ECOLAB INC Basic Materials 5,168.0 $1.4M 0.02% NEW $262.52 -4.7%
189 AMP AMERIPRISE FINL INC Financial Services 2,717.0 $1.3M 0.02% NEW $490.34 -8.1%
190 DVY ISHARES TR 9,430.0 $1.3M 0.02% NEW $141.14 +9.2%
191 BA BOEING CO Industrials 6,118.0 $1.3M 0.02% NEW $217.12 +1.1%
192 CRM SALESFORCE INC Technology 5,005.0 $1.3M 0.02% NEW $264.91 -33.4%
193 WRB BERKLEY W R CORP Financial Services 18,104.0 $1.3M 0.02% NEW $70.12 -2.7%
194 WEC WEC ENERGY GROUP INC Utilities 11,807.0 $1.2M 0.02% NEW $105.46 +4.9%
195 VIOO VANGUARD ADMIRAL FDS INC 11,199.0 $1.2M 0.02% NEW $110.96 +13.5%
196 PPG PPG INDS INC Basic Materials 11,928.0 $1.2M 0.02% NEW $102.46 +1.9%
197 AEP AMERICAN ELEC PWR CO INC Utilities 10,349.0 $1.2M 0.02% NEW $115.31 +12.4%
198 EPD ENTERPRISE PRODS PARTNERS L Energy 37,118.0 $1.2M 0.02% NEW $32.06 +23.1%
199 TD TORONTO DOMINION BK ONT Financial Services 12,599.0 $1.2M 0.02% NEW $94.20 +16.3%
200 FISV FISERV INC Technology 17,603.0 $1.2M 0.02% NEW $67.17 -16.9%
Page 10 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%