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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 15 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ENB ENBRIDGE INC Energy 11,186.0 $606K 0.01% $54.21 -5.9%
282 EME EMCOR GROUP INC Industrials 725.0 $602K 0.01% -68.0 -8.6% $829.88 -5.1%
283 EW EDWARDS LIFESCIENCES CORP Healthcare 6,621.0 $599K 0.01% $90.46 -0.7%
284 DSI ISHARES TR 4,200.0 $598K 0.01% $142.39 +2.3%
285 ET ENERGY TRANSFER L P Energy 31,143.0 $595K 0.01% +164.0 +0.5% $19.12 +10.9%
286 PSTG EVERPURE INC 7,500.0 $591K 0.01% $78.79
287 AGX ARGAN INC Industrials 730.0 $583K 0.01% +35.0 +5.0% $798.55 -35.3%
288 LH LABCORP HOLDINGS INC Healthcare 2,039.0 $571K 0.01% -175.0 -7.9% $280.00 +18.9%
289 PNC PNC FINL SVCS GROUP INC Financial Services 2,306.0 $568K 0.01% $246.22 -1.9%
290 HPQ HP INC Technology 25,866.0 $568K 0.01% -502.0 -1.9% $21.94 +34.3%
291 MDB MONGODB INC Technology 1,674.0 $562K 0.01% $335.90 +25.1%
292 EEM ISHARES TR 8,208.0 $562K 0.01% $68.41 -2.6%
293 FDX FEDEX CORP Industrials 1,763.0 $552K 0.01% +176.0 +11.1% $313.13 +4.1%
294 INGERSOLL RAND INC 6,726.0 $551K 0.01% $81.99
295 MTD METTLER TOLEDO INTERNATIONAL Healthcare 430.0 $549K 0.01% $1277.51 +9.1%
296 PLD PROLOGIS INC. Real Estate 4,051.0 $549K 0.01% $135.47 +3.8%
297 ALB ALBEMARLE CORP Basic Materials 4,030.0 $544K 0.01% $135.03 -0.6%
298 CW CURTISS WRIGHT CORP Industrials 696.0 $527K 0.01% $757.76 -14.4%
299 HPE HEWLETT PACKARD ENTERPRISE C Technology 11,651.0 $526K 0.01% +2K +15.9% $45.11 +17.3%
300 CTVA CORTEVA INC Basic Materials 6,165.0 $522K 0.01% -300.0 -4.6% $84.69 -6.2%
Page 15 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%