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Portfolio (Quarterly) Guide ↗

HM PAYSON & CO

· CIK 0000928052
13F Portfolio $6.9B AUM 1,600 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 95 New 212 Added 282 Reduced 115 Exited
Page 10 of 57  ·  1,124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CHD CHURCH & DWIGHT CO INC Consumer Defensive 16,573.0 $1.5M 0.02% $93.32 +2.5%
182 VYM VANGUARD WHITEHALL FDS 10,371.0 $1.5M 0.02% +582.0 +6.0% $148.10 +6.2%
183 AMP AMERIPRISE FINL INC Financial Services 3,394.0 $1.5M 0.02% +677.0 +24.9% $444.40 +1.4%
184 CLOA BLACKROCK ETF TRUST II 29,066.0 $1.5M 0.02% NEW $51.84 +0.2%
185 WEC WEC ENERGY GROUP INC Utilities 12,784.0 $1.5M 0.02% +977.0 +8.3% $115.77 -4.4%
186 CWST CASELLA WASTE SYS INC Industrials 18,467.0 $1.5M 0.02% -988.0 -5.1% $79.34 +9.9%
187 DEHP DIMENSIONAL ETF TRUST 43,152.0 $1.5M 0.02% +9K +27.3% $33.79 +20.6%
188 ECL ECOLAB INC Basic Materials 5,456.0 $1.5M 0.02% +288.0 +5.6% $266.03 -6.0%
189 MCO MOODYS CORP Financial Services 3,326.0 $1.5M 0.02% $436.25 +2.1%
190 WM WASTE MGMT INC DEL Industrials 6,288.0 $1.4M 0.02% -700.0 -10.0% $229.79 -4.4%
191 DVY ISHARES TR 9,462.0 $1.4M 0.02% $151.41 +1.8%
192 BA BOEING CO Industrials 7,144.0 $1.4M 0.02% +1K +16.8% $199.03 +10.3%
193 EPD ENTERPRISE PRODS PARTNERS L Energy 37,354.0 $1.4M 0.02% +236.0 +0.6% $37.84 +4.3%
194 MDT MEDTRONIC PLC Healthcare 16,255.0 $1.4M 0.02% -359.0 -2.2% $86.65 -9.8%
195 CEG CONSTELLATION ENERGY CORP Utilities 5,003.0 $1.4M 0.02% +5K +1885.3% $279.25 +2.4%
196 VZ VERIZON COMMUNICATIONS INC Communication Services 27,674.0 $1.4M 0.02% +2K +9.3% $50.20 -4.7%
197 LIN LINDE PLC Basic Materials 2,802.0 $1.4M 0.02% +106.0 +3.9% $495.79 +3.8%
198 AEP AMERICAN ELEC PWR CO INC Utilities 10,352.0 $1.4M 0.02% $131.08 -1.1%
199 VO VANGUARD INDEX FDS 4,701.0 $1.4M 0.02% $287.18 -73.0%
200 ROK ROCKWELL AUTOMATION INC Industrials 3,758.0 $1.3M 0.02% +2K +113.8% $358.88 +21.6%
Page 10 of 57  ·  1,124 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 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%