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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 17 of 58  ·  1,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 GPC GENUINE PARTS CO Consumer Cyclical 3,262.0 $401K 0.01% NEW $122.96 -20.6%
322 FYX FIRST TR EXCHANGE-TRADED ALP 3,540.0 $401K 0.01% NEW $113.14 +16.7%
323 NEM NEWMONT CORP Basic Materials 4,000.0 $399K 0.01% NEW $99.85 +8.5%
324 VRT VERTIV HOLDINGS CO Industrials 2,445.0 $396K 0.01% NEW $162.01 +94.8%
325 DELL DELL TECHNOLOGIES INC Technology 3,121.0 $393K 0.01% NEW $125.88 +100.9%
326 FNLC FIRST BANCORP INC ME Financial Services 14,809.0 $392K 0.01% NEW $26.44 +8.5%
327 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,964.0 $387K 0.01% NEW $130.50 -5.1%
328 L LOEWS CORP Financial Services 3,600.0 $379K 0.01% NEW $105.31 +3.7%
329 MSI MOTOROLA SOLUTIONS INC Technology 973.0 $373K 0.01% NEW $383.32 +4.4%
330 UBER UBER TECHNOLOGIES INC Technology 4,538.0 $371K 0.01% NEW $81.71 -8.7%
331 BKNG BOOKING HOLDINGS INC Consumer Cyclical 68.0 $364K 0.01% NEW $5355.34 -97.0%
332 IWF ISHARES TR 768.0 $363K 0.01% NEW $473.30 -73.7%
333 SPTS SPDR SERIES TRUST 12,381.0 $363K 0.01% NEW $29.28 -0.9%
334 FTV FORTIVE CORP Technology 6,546.0 $361K 0.01% NEW $55.21 +6.9%
335 BN BROOKFIELD CORP Financial Services 7,849.0 $360K 0.01% NEW $45.89 -1.0%
336 RPM RPM INTL INC Basic Materials 3,460.0 $360K 0.01% NEW $104.00 -5.3%
337 SOLV SOLVENTUM CORP Healthcare 4,526.0 $359K 0.01% NEW $79.24 -3.9%
338 CTVA CORTEVA INC Basic Materials 5,341.0 $358K 0.01% NEW $67.03 +17.9%
339 IWR ISHARES TR 3,714.0 $358K 0.01% NEW $96.27 +9.1%
340 DIA SPDR DOW JONES INDL AVERAGE Financial Services 740.0 $356K 0.01% NEW $480.57 +4.7%
Page 17 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%