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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 10 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DIS DISNEY WALT CO Communication Services 18,499.0 $1.8M 0.02% -4K -16.8% $96.25 +11.7%
182 NXPI NXP SEMICONDUCTORS N V Technology 6,222.0 $1.7M 0.02% $281.03 -20.2%
183 ADI ANALOG DEVICES INC Technology 4,346.0 $1.7M 0.02% +472.0 +12.2% $397.20 -6.3%
184 BA BOEING CO Industrials 7,887.0 $1.7M 0.02% +743.0 +10.4% $216.48 -0.2%
185 SCHW SCHWAB CHARLES CORP Financial Services 18,394.0 $1.7M 0.02% +1K +6.7% $92.27 +19.4%
186 JAAA JANUS DETROIT STR TR 32,309.0 $1.6M 0.02% $50.49 +0.3%
187 ECL ECOLAB INC Basic Materials 5,808.0 $1.6M 0.02% +352.0 +6.5% $278.59 +0.8%
188 CHD CHURCH & DWIGHT CO INC Consumer Defensive 16,573.0 $1.6M 0.02% $96.88 +1.6%
189 NOC NORTHROP GRUMMAN CORP Industrials 3,147.0 $1.6M 0.02% -906.0 -22.4% $509.31 +11.2%
190 IRM IRON MTN INC DEL Real Estate 12,526.0 $1.6M 0.02% $126.31 -2.3%
191 VYM VANGUARD WHITEHALL FDS 9,826.0 $1.6M 0.02% -545.0 -5.3% $158.03 +4.1%
192 VIOO VANGUARD ADMIRAL FDS INC 11,199.0 $1.5M 0.02% $137.54 -1.3%
193 TD TORONTO DOMINION BK ONT Financial Services 12,599.0 $1.5M 0.02% $121.43 -4.0%
194 VO VANGUARD INDEX FDS 18,804.0 $1.5M 0.02% +14K +300.0% $80.57 +2.6%
195 CLOA BLACKROCK ETF TRUST II 29,066.0 $1.5M 0.02% $51.91 +0.0%
196 MCO MOODYS CORP Financial Services 3,326.0 $1.5M 0.02% $452.92 +10.1%
197 WEC WEC ENERGY GROUP INC Utilities 12,792.0 $1.5M 0.02% $116.77 -6.8%
198 HAS HASBRO INC Consumer Cyclical 18,080.0 $1.5M 0.02% $82.59 +13.6%
199 DVY ISHARES TR 9,462.0 $1.5M 0.02% $156.30 +5.6%
200 ISRG INTUITIVE SURGICAL INC Healthcare 3,696.0 $1.5M 0.02% -4K -52.8% $397.64 -6.1%
Page 10 of 57  ·  1,139 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%