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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 19 of 58  ·  1,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WAB WABTEC Industrials 1,363.0 $291K 0.00% NEW $213.45 +21.4%
362 MGK VANGUARD WORLD FD 703.0 $290K 0.00% NEW $412.77 -78.5%
363 DJCO DAILY JOURNAL CORP Technology 595.0 $290K 0.00% NEW $487.32 -4.5%
364 C CITIGROUP INC Financial Services 2,470.0 $288K 0.00% NEW $116.70 +7.3%
365 IWD ISHARES TR 1,366.0 $287K 0.00% NEW $210.34 +11.6%
366 HWM HOWMET AEROSPACE INC Industrials 1,389.0 $285K 0.00% NEW $205.02 +26.8%
367 GGG GRACO INC Industrials 3,457.0 $283K 0.00% NEW $81.97 -8.1%
368 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 3,505.0 $281K 0.00% NEW $80.30 -2.3%
369 SNA SNAP ON INC Industrials 812.0 $280K 0.00% NEW $344.60 +4.5%
370 MOS MOSAIC CO NEW Basic Materials 11,200.0 $270K 0.00% NEW $24.09 -8.9%
371 OKE ONEOK INC NEW Energy 3,660.0 $269K 0.00% NEW $73.50 +26.0%
372 YUM YUM BRANDS INC Consumer Cyclical 1,778.0 $269K 0.00% NEW $151.28 +0.9%
373 EBAY EBAY INC. Consumer Cyclical 3,082.0 $268K 0.00% NEW $87.10 +34.5%
374 ACWX ISHARES TR 3,920.0 $263K 0.00% NEW $67.13 +12.2%
375 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 2,800.0 $263K 0.00% NEW $93.95 +21.4%
376 IRMD IRADIMED CORP Healthcare 2,693.0 $262K 0.00% NEW $97.28 -4.2%
377 AGCO AGCO CORP Industrials 2,500.0 $261K 0.00% NEW $104.32 +7.4%
378 XEL XCEL ENERGY INC Utilities 3,515.0 $260K 0.00% NEW $73.86 +8.1%
379 FDS FACTSET RESH SYS INC Financial Services 891.0 $259K 0.00% NEW $290.19 -22.5%
380 FEX FIRST TR EXCHANGE-TRADED ALP 2,137.0 $253K 0.00% NEW $118.62 +11.3%
Page 19 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%