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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 11 of 58  ·  1,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 14,054.0 $1.2M 0.02% NEW $82.02 -21.6%
202 PII POLARIS INC Consumer Cyclical 18,222.0 $1.2M 0.02% NEW $63.25 -0.3%
203 LIN LINDE PLC Basic Materials 2,696.0 $1.1M 0.02% NEW $426.39 +20.7%
204 D DOMINION ENERGY INC Utilities 19,172.0 $1.1M 0.02% NEW $58.59 +16.6%
205 ED CONSOLIDATED EDISON INC Utilities 11,196.0 $1.1M 0.02% NEW $99.32 +8.1%
206 CAC CAMDEN NATL CORP Financial Services 25,455.0 $1.1M 0.02% NEW $43.38 +13.9%
207 DEHP DIMENSIONAL ETF TRUST 33,892.0 $1.1M 0.01% NEW $32.25 +26.3%
208 SYY SYSCO CORP Consumer Defensive 14,757.0 $1.1M 0.01% NEW $73.69 +2.4%
209 CMCSA COMCAST CORP NEW Communication Services 35,792.0 $1.1M 0.01% NEW $29.89 -16.1%
210 UNILEVER PLC 16,326.0 $1.1M 0.01% NEW $65.40
211 FANG DIAMONDBACK ENERGY INC Energy 7,068.0 $1.1M 0.01% NEW $150.34 +33.7%
212 ADI ANALOG DEVICES INC Technology 3,885.0 $1.1M 0.01% NEW $271.20 +41.7%
213 APH AMPHENOL CORP NEW Technology 7,763.0 $1.0M 0.01% NEW $135.14 -7.6%
214 GIS GENERAL MLS INC Consumer Defensive 22,353.0 $1.0M 0.01% NEW $46.50 -28.0%
215 IRM IRON MTN INC DEL Real Estate 12,526.0 $1.0M 0.01% NEW $82.95 +53.5%
216 ADBE ADOBE INC Technology 2,954.0 $1.0M 0.01% NEW $349.99 -30.3%
217 VZ VERIZON COMMUNICATIONS INC Communication Services 25,328.0 $1.0M 0.01% NEW $40.73 +17.4%
218 QCOM QUALCOMM INC Technology 5,995.0 $1.0M 0.01% NEW $171.06 +18.4%
219 T AT&T INC Communication Services 41,265.0 $1.0M 0.01% NEW $24.84 +0.4%
220 SHEL SHELL PLC Energy 13,786.0 $1.0M 0.01% NEW $73.48 +18.0%
Page 11 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%