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Portfolio (Quarterly) Guide ↗

HM PAYSON & CO

· CIK 0000928052
13F Portfolio $6.9B AUM 1,600 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 95 New 212 Added 282 Reduced 115 Exited
Page 20 of 57  ·  1,124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 GWW WW GRAINGER INC Industrials 250.0 $273K 0.00% $1090.81 +13.6%
382 LNT ALLIANT ENERGY CORP Utilities 3,797.0 $272K 0.00% $71.76 +2.1%
383 C CITIGROUP INC Financial Services 2,400.0 $272K 0.00% -70.0 -2.8% $113.41 +10.4%
384 MGK VANGUARD WORLD FD 736.0 $270K 0.00% +33.0 +4.7% $367.44 -75.8%
385 ACWX ISHARES TR 3,920.0 $268K 0.00% $68.47 +10.0%
386 GSK GSK PLC Healthcare 4,854.0 $268K 0.00% +480.0 +11.0% $55.19 -6.6%
387 PGR PROGRESSIVE CORP Financial Services 1,333.0 $264K 0.00% +333.0 +33.3% $198.17 +2.2%
388 IRMD IRADIMED CORP Healthcare 2,711.0 $261K 0.00% +18.0 +0.7% $96.26 -3.2%
389 VCTR VICTORY CAP HLDGS INC DEL Financial Services 3,985.0 $261K 0.00% $65.48 +27.7%
390 FEX FIRST TR EXCHANGE-TRADED ALP 2,137.0 $261K 0.00% $121.93 +8.3%
391 WWD WOODWARD INC Industrials 722.0 $258K 0.00% $357.92 -0.4%
392 VLTO VERALTO CORP Industrials 2,907.0 $257K 0.00% -263.0 -8.3% $88.42 -2.5%
393 DFAE DIMENSIONAL ETF TRUST 7,571.0 $256K 0.00% $33.86 +15.2%
394 TDY TELEDYNE TECHNOLOGIES INC Technology 418.0 $253K 0.00% $605.01 +1.5%
395 IVE ISHARES TR 1,191.0 $251K 0.00% $211.15 +7.1%
396 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,595.0 $251K 0.00% +1K +408.0% $157.24 -3.7%
397 BCPC BALCHEM CORP Basic Materials 1,475.0 $250K 0.00% $169.48 -4.6%
398 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 2,800.0 $242K 0.00% $86.44 +32.0%
399 MTB M & T BK CORP Financial Services 1,168.0 $241K 0.00% $206.72 +2.7%
400 EGP EASTGROUP PPTYS INC Real Estate 1,300.0 $241K 0.00% $185.09 +10.9%
Page 20 of 57  ·  1,124 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 36.7%
Industrials 14.0%
Healthcare 11.2%
Financial Services 10.7%
Communication Services 10.4%
Consumer Cyclical 10.3%
Energy 3.3%
Consumer Defensive 2.3%
Basic Materials 0.5%
Utilities 0.5%