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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 11 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PPG PPG INDS INC Basic Materials 11,928.0 $1.4M 0.02% $121.29 -6.1%
202 AEP AMERICAN ELEC PWR CO INC Utilities 10,355.0 $1.4M 0.02% $136.81 -7.7%
203 WM WASTE MGMT INC DEL Industrials 6,188.0 $1.4M 0.02% -100.0 -1.6% $222.88 +1.0%
204 EPD ENTERPRISE PRODS PARTNERS L Energy 37,155.0 $1.4M 0.02% -199.0 -0.5% $36.76 +3.7%
205 GLW CORNING INC Technology 5,291.0 $1.4M 0.02% +1K +23.4% $255.43 -40.3%
206 CEG CONSTELLATION ENERGY CORP Utilities 5,328.0 $1.3M 0.02% +325.0 +6.5% $248.37 +10.4%
207 BLK BLACKROCK INC Financial Services 1,369.0 $1.3M 0.02% -8.0 -0.6% $961.56 +20.5%
208 WRB BERKLEY W R CORP Financial Services 18,104.0 $1.3M 0.02% $70.53 -1.3%
209 AMP AMERIPRISE FINL INC Financial Services 2,717.0 $1.2M 0.02% -677.0 -19.9% $458.76 +22.0%
210 D DOMINION ENERGY INC Utilities 18,239.0 $1.2M 0.02% -873.0 -4.6% $68.29 -0.0%
211 ED CONSOLIDATED EDISON INC Utilities 11,196.0 $1.2M 0.02% -450.0 -3.9% $110.63 -2.4%
212 MDT MEDTRONIC PLC Healthcare 15,730.0 $1.2M 0.02% -525.0 -3.2% $78.23 +20.3%
213 IWB ISHARES TR 2,972.0 $1.2M 0.02% $409.50 +2.9%
214 CAC CAMDEN NATL CORP Financial Services 22,155.0 $1.2M 0.02% -2K -8.7% $54.22 +4.5%
215 FANG DIAMONDBACK ENERGY INC Energy 6,749.0 $1.2M 0.02% -50.0 -0.7% $175.78 +18.6%
216 SYY SYSCO CORP Consumer Defensive 14,182.0 $1.2M 0.02% -125.0 -0.9% $83.58 -1.3%
217 TGT TARGET CORP Consumer Defensive 8,821.0 $1.2M 0.01% $130.61 +21.8%
218 BK BANK OF NY MELLON CORP Financial Services 7,960.0 $1.2M 0.01% -350.0 -4.2% $144.61 -1.9%
219 QCOM QUALCOMM INC Technology 6,209.0 $1.1M 0.01% -162.0 -2.5% $184.80 -12.4%
220 DELL DELL TECHNOLOGIES INC Technology 2,642.0 $1.1M 0.01% $431.41 +1.4%
Page 11 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%