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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 15 of 58  ·  1,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WTS WATTS WATER TECHNOLOGIES INC Industrials 2,004.0 $553K 0.01% NEW $276.02 +8.4%
282 AZTA AZENTA INC Healthcare 16,511.0 $549K 0.01% NEW $33.26 -41.3%
283 INGERSOLL RAND INC 6,926.0 $549K 0.01% NEW $79.22
284 NUE NUCOR CORP Basic Materials 3,341.0 $545K 0.01% NEW $163.11 +38.8%
285 DSI ISHARES TR 4,200.0 $541K 0.01% NEW $128.83 +9.3%
286 UPS UNITED PARCEL SERVICE INC Industrials 5,329.0 $529K 0.01% NEW $99.20 -0.3%
287 CNI CANADIAN NATL RY CO Industrials 5,336.0 $527K 0.01% NEW $98.85 +15.5%
288 NOW SERVICENOW INC Technology 3,408.0 $522K 0.01% NEW $153.19 -34.9%
289 PNC PNC FINL SVCS GROUP INC Financial Services 2,498.0 $521K 0.01% NEW $208.73 +3.9%
290 BTI BRITISH AMERN TOB PLC Consumer Defensive 9,180.0 $520K 0.01% NEW $56.62 +16.1%
291 PLD PROLOGIS INC. Real Estate 4,044.0 $516K 0.01% NEW $127.66 +13.3%
292 JEPI J P MORGAN EXCHANGE TRADED F 8,950.0 $512K 0.01% NEW $57.24 -2.0%
293 XLF SELECT SECTOR SPDR TR 9,339.0 $511K 0.01% NEW $54.77 -5.6%
294 PSTG PURE STORAGE INC Technology 7,500.0 $503K 0.01% NEW $67.01 +25.1%
295 AIG AMERICAN INTL GROUP INC Financial Services 5,806.0 $497K 0.01% NEW $85.55 -8.1%
296 BP BP PLC Energy 14,000.0 $486K 0.01% NEW $34.73 +29.2%
297 SLV ISHARES SILVER TR Financial Services 7,522.0 $485K 0.01% NEW $64.42 +7.8%
298 JCI JOHNSON CTLS INTL PLC Industrials 3,928.0 $470K 0.01% NEW $119.75 +13.1%
299 GRMN GARMIN LTD Technology 2,308.0 $468K 0.01% NEW $202.85 +18.2%
300 MUB ISHARES TR 4,312.0 $462K 0.01% NEW $107.11 -1.0%
Page 15 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%