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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 19 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WTS WATTS WATER TECHNOLOGIES INC Industrials 849.0 $332K 0.00% -1K -57.6% $391.45 -4.5%
362 BN BROOKFIELD CORP Financial Services 7,799.0 $332K 0.00% -718.0 -8.4% $42.59 -2.0%
363 QUAL ISHARES TR 1,492.0 $327K 0.00% +664.0 +80.2% $219.43 +1.7%
364 SNA SNAP ON INC Industrials 812.0 $327K 0.00% $402.40 -2.5%
365 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,481.0 $326K 0.00% -333.0 -11.8% $131.58 +3.3%
366 ISHARES TR 6,587.0 $326K 0.00% $49.55
367 VIKING HOLDINGS LTD 3,101.0 $325K 0.00% NEW $104.67
368 MGK VANGUARD WORLD FD 3,680.0 $324K 0.00% +3K +400.0% $87.91 +1.1%
369 SNY SANOFI SA Healthcare 7,582.0 $323K 0.00% -566.0 -7.0% $42.66 +7.8%
370 SNEX STONEX GROUP INC Financial Services 2,700.0 $320K 0.00% $118.50 -41.2%
371 BSX BOSTON SCIENTIFIC CORP Healthcare 7,495.0 $320K 0.00% +225.0 +3.1% $42.68 +18.2%
372 ZTS ZOETIS INC Healthcare 4,441.0 $319K 0.00% -472.0 -9.6% $71.86 +7.8%
373 OKE ONEOK INC NEW Energy 3,660.0 $318K 0.00% $86.94 +7.8%
374 KR KROGER CO Consumer Defensive 5,685.0 $316K 0.00% $55.53 +4.2%
375 FCX FREEPORT MCMORAN INC Basic Materials 5,008.0 $315K 0.00% +1K +24.9% $62.89 +21.5%
376 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 3,605.0 $314K 0.00% +1K +56.0% $87.05 +7.2%
377 BSCQ INVESCO EXCH TRD SLF IDX FD 16,014.0 $313K 0.00% +10K +177.8% $19.52 +0.3%
378 ESGV VANGUARD WORLD FD 2,324.0 $307K 0.00% +249.0 +12.0% $132.26 +2.6%
379 WWD WOODWARD INC Industrials 722.0 $307K 0.00% $425.44 -19.1%
380 DFAE DIMENSIONAL ETF TRUST 7,571.0 $304K 0.00% $40.21 -1.7%
Page 19 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 42.9%
Industrials 14.2%
Healthcare 11.3%
Financial Services 10.4%
Consumer Cyclical 10.4%
Communication Services 4.5%
Energy 3.0%
Consumer Defensive 2.1%
Utilities 0.6%
Basic Materials 0.4%