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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 16 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 UPS UNITED PARCEL SVCS INC Industrials 4,848.0 $521K 0.01% -45.0 -0.9% $107.50 -4.6%
302 BP BP PLC Energy 13,980.0 $517K 0.01% $36.95 +22.2%
303 J P MORGAN EXCHANGE TRADED F 10,198.0 $516K 0.01% +8K +387.5% $50.57
304 FNLC FIRST BANCORP INC ME Financial Services 14,809.0 $516K 0.01% $34.82 +0.6%
305 VB VANGUARD INDEX FDS 1,697.0 $514K 0.01% $303.12 -0.1%
306 FYX FIRST TR EXCHANGE-TRADED ALP 3,540.0 $511K 0.01% $144.30 -1.0%
307 GS GOLDMAN SACHS GROUP INC Financial Services 505.0 $511K 0.01% +117.0 +30.1% $1011.37 -0.9%
308 AMCOR PLC 11,678.0 $506K 0.01% $43.35
309 CTAS CINTAS CORP Industrials 2,958.0 $503K 0.01% $170.08 +19.7%
310 WMB WILLIAMS COS INC Energy 6,707.0 $499K 0.01% $74.34 -3.6%
311 XLF SELECT SECTOR SPDR TR 9,269.0 $497K 0.01% -70.0 -0.8% $53.61 +6.2%
312 GNRC GENERAC HLDGS INC Industrials 1,683.0 $493K 0.01% $292.81 -29.4%
313 EXP EAGLE MATLS INC Basic Materials 2,112.0 $475K 0.01% $225.00 -9.8%
314 IEMG ISHARES INC 5,735.0 $475K 0.01% +560.0 +10.8% $82.84 -2.2%
315 PI IMPINJ INC Technology 3,300.0 $473K 0.01% $143.23 +11.5%
316 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 24,600.0 $464K 0.01% +10K +71.4% $18.87 +18.5%
317 VUG VANGUARD INDEX FDS 5,363.0 $462K 0.01% +4K +499.9% $86.14 +1.2%
318 MET METLIFE INC Financial Services 5,383.0 $455K 0.01% +158.0 +3.0% $84.61 +10.5%
319 IWR ISHARES TR 3,970.0 $438K 0.01% +256.0 +6.9% $110.32 +2.1%
320 GLDM WORLD GOLD TR Financial Services 5,511.0 $438K 0.01% $79.42 +12.8%
Page 16 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%