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Portfolio (Quarterly) Guide ↗

HM PAYSON & CO

· CIK 0000928052
13F Portfolio $6.9B AUM 1,600 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 95 New 212 Added 282 Reduced 115 Exited
Page 15 of 57  ·  1,124 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 $582K 0.01% $290.29 +3.1%
282 ZTS ZOETIS INC Healthcare 4,913.0 $581K 0.01% -877.0 -15.2% $118.22 -32.6%
283 IWV ISHARES TR 1,550.0 $575K 0.01% $370.68 +13.5%
284 SLV ISHARES SILVER TR Financial Services 8,422.0 $574K 0.01% +900.0 +12.0% $68.14 +1.9%
285 FDX FEDEX CORP Industrials 1,587.0 $565K 0.01% $356.18 +9.2%
286 UBER UBER TECHNOLOGIES INC Technology 7,855.0 $565K 0.01% +3K +73.1% $71.93 +3.7%
287 ANET ARISTA NETWORKS INC Technology 4,495.0 $552K 0.01% -82.0 -1.8% $122.78 +21.0%
288 CNI CANADIAN NATL RY CO Industrials 5,336.0 $548K 0.01% $102.77 +11.1%
289 MTD METTLER TOLEDO INTERNATIONAL Healthcare 430.0 $542K 0.01% -94.0 -17.9% $1261.20 -13.5%
290 CTVA CORTEVA INC Basic Materials 6,465.0 $541K 0.01% +1K +21.0% $83.71 -5.6%
291 INGERSOLL RAND INC 6,726.0 $539K 0.01% -200.0 -2.9% $80.12
292 PLD PROLOGIS INC. Real Estate 4,044.0 $535K 0.01% $132.18 +9.5%
293 EW EDWARDS LIFESCIENCES CORP Healthcare 6,621.0 $530K 0.01% $80.08 +3.9%
294 USB US BANCORP Financial Services 10,182.0 $530K 0.01% +2K +26.4% $52.01 +4.8%
295 GLDM WORLD GOLD TR Financial Services 5,511.0 $511K 0.01% +261.0 +5.0% $92.69 -3.0%
296 TROW PRICE T ROWE GROUP INC Financial Services 5,660.0 $510K 0.01% +6K +9333.3% $90.14 +13.0%
297 DSI ISHARES TR 4,200.0 $509K 0.01% $121.19 +16.2%
298 HPQ HP INC Technology 26,368.0 $507K 0.01% -7K -20.4% $19.21 +14.0%
299 CTAS CINTAS CORP Industrials 2,958.0 $500K 0.01% $169.14 +1.9%
300 WMB WILLIAMS COS INC Energy 6,707.0 $488K 0.01% $72.78 +7.0%
Page 15 of 57  ·  1,124 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 36.7%
Industrials 14.0%
Healthcare 11.2%
Financial Services 10.7%
Communication Services 10.4%
Consumer Cyclical 10.3%
Energy 3.3%
Consumer Defensive 2.3%
Basic Materials 0.5%
Utilities 0.5%