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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 14 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VV VANGUARD INDEX FDS 2,199.0 $756K 0.01% $343.91 +2.5%
262 PHO INVESCO EXCHANGE TRADED FD T 10,905.0 $753K 0.01% $69.08 +4.5%
263 DGX QUEST DIAGNOSTICS INC Healthcare 3,386.0 $718K 0.01% -7K -68.0% $211.95 +15.2%
264 TEL TE CONNECTIVITY PLC Technology 3,511.0 $708K 0.01% -2K -32.2% $201.61 +0.8%
265 HSY HERSHEY CO Consumer Defensive 3,963.0 $695K 0.01% $175.45 +6.2%
266 SBUX STARBUCKS CORP Consumer Cyclical 6,800.0 $695K 0.01% -4K -35.5% $102.19 +4.0%
267 JCI JOHNSON CONTROLS INTERNATION Industrials 4,732.0 $691K 0.01% -2K -25.1% $146.11 -1.7%
268 PAYX PAYCHEX INC Industrials 7,026.0 $691K 0.01% $98.33 +25.8%
269 IBHF ISHARES TR 30,202.0 $684K 0.01% $22.65 -0.6%
270 T AT&T INC Communication Services 32,499.0 $673K 0.01% -2K -4.5% $20.70 +22.4%
271 CNI CANADIAN NATL RY CO Industrials 5,550.0 $662K 0.01% +214.0 +4.0% $119.24 +9.0%
272 IWV ISHARES TR 1,550.0 $661K 0.01% $426.40 +2.3%
273 CRWD CROWDSTRIKE HLDGS INC Technology 866.0 $661K 0.01% -22.0 -2.5% $190.79 -0.4%
274 CMCSA COMCAST CORP NEW Communication Services 26,907.0 $661K 0.01% -10K -26.6% $24.55 +9.4%
275 RSG REPUBLIC SVCS INC Industrials 3,089.0 $658K 0.01% $213.08 +3.5%
276 JEPI J P MORGAN EXCHANGE TRADED F 11,515.0 $650K 0.01% $56.48 +2.5%
277 CASY CASEYS GEN STORES INC Consumer Cyclical 782.0 $622K 0.01% +682.0 +682.0% $795.08 +5.1%
278 NUE NUCOR CORP Basic Materials 2,762.0 $615K 0.01% $222.75 +8.9%
279 USB US BANCORP Financial Services 10,183.0 $615K 0.01% $60.40 +2.8%
280 TROW PRICE T ROWE GROUP INC Financial Services 5,360.0 $609K 0.01% -300.0 -5.3% $113.69 -1.6%
Page 14 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 42.9%
Industrials 14.2%
Healthcare 11.3%
Financial Services 10.4%
Consumer Cyclical 10.4%
Communication Services 4.5%
Energy 3.0%
Consumer Defensive 2.1%
Utilities 0.6%
Basic Materials 0.4%