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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 12 of 58  ·  1,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BK BANK NEW YORK MELLON CORP Financial Services 8,675.0 $1.0M 0.01% NEW $116.09 +19.7%
222 ROP ROPER TECHNOLOGIES INC Industrials 2,261.0 $1.0M 0.01% NEW $445.13 -26.1%
223 HGER HARBOR ETF TRUST 40,000.0 $993K 0.01% NEW $24.82 +29.7%
224 CI THE CIGNA GROUP Healthcare 3,593.0 $989K 0.01% NEW $275.23 +2.5%
225 SDCI USCF ETF TR 44,795.0 $987K 0.01% NEW $22.03 +29.5%
226 CENCORA INC 2,899.0 $979K 0.01% NEW $337.75
227 DUK DUKE ENERGY CORP NEW Utilities 8,191.0 $960K 0.01% NEW $117.21 +6.4%
228 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,103.0 $953K 0.01% NEW $453.31 -5.0%
229 SO SOUTHERN CO Utilities 10,709.0 $934K 0.01% NEW $87.20 +7.4%
230 WIT WIPRO LTD Technology 325,376.0 $924K 0.01% NEW $2.84 -30.6%
231 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,948.0 $915K 0.01% NEW $310.23 +19.4%
232 CWAN CLEARWATER ANALYTICS HLDGS I Technology 37,500.0 $904K 0.01% NEW $24.12 +1.0%
233 TGT TARGET CORP Consumer Defensive 9,079.0 $887K 0.01% NEW $97.75 +25.1%
234 UNM UNUM GROUP Financial Services 11,389.0 $883K 0.01% NEW $77.50 +8.2%
235 MRSH MARSH & MCLENNAN COS INC Financial Services 4,726.0 $877K 0.01% NEW $185.52 -11.0%
236 PHM PULTE GROUP INC Consumer Cyclical 7,417.0 $870K 0.01% NEW $117.26 -0.9%
237 GILD GILEAD SCIENCES INC Healthcare 7,060.0 $867K 0.01% NEW $122.74 +6.3%
238 IWB ISHARES TR 2,272.0 $848K 0.01% NEW $373.44 +8.4%
239 EMN EASTMAN CHEM CO Basic Materials 13,232.0 $845K 0.01% NEW $63.83 +14.7%
240 TFC TRUIST FINL CORP Financial Services 17,123.0 $843K 0.01% NEW $49.21 -2.5%
Page 12 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%