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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 23 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 EXR EXTRA SPACE STORAGE INC Real Estate 1,419.0 $206K 0.00% $145.30 +1.0%
442 BXSL BLACKSTONE SECD LENDING FD Financial Services 8,650.0 $205K 0.00% $23.71 +4.4%
443 VOE VANGUARD INDEX FDS 1,030.0 $204K 0.00% $197.60 +5.6%
444 IJJ ISHARES TR 1,367.0 $202K 0.00% $147.73 +0.9%
445 FE FIRSTENERGY CORP Utilities 4,232.0 $201K 0.00% $47.54 -3.3%
446 IJK ISHARES TR 1,712.0 $201K 0.00% $117.50 -1.7%
447 HL HECLA MINING COMPANY Basic Materials 13,000.0 $201K 0.00% +3K +30.0% $15.43 +34.3%
448 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 607.0 $201K 0.00% +386.0 +174.7% $330.33 -1.1%
449 IJT ISHARES TR 1,121.0 $200K 0.00% $178.60 -2.6%
450 BSCS INVESCO EXCH TRD SLF IDX FD 9,831.0 $200K 0.00% NEW $20.37 +0.1%
451 AEE AMEREN CORP Utilities 1,761.0 $199K 0.00% $113.04 -6.1%
452 SRE SEMPRA Utilities 2,144.0 $199K 0.00% $92.71 -10.6%
453 SSD SIMPSON MFG INC Industrials 935.0 $196K 0.00% $209.35 -9.8%
454 VFC V F CORP Consumer Cyclical 11,716.0 $195K 0.00% +900.0 +8.3% $16.68 -13.8%
455 TMUS T-MOBILE US INC Communication Services 1,157.0 $194K 0.00% -225.0 -16.3% $167.76 +9.1%
456 COLB COLUMBIA BKG SYS INC Financial Services 5,986.0 $192K 0.00% $32.05 -3.9%
457 TDG TRANSDIGM GROUP INC Industrials 144.0 $192K 0.00% +1.0 +0.7% $1332.05 -9.9%
458 TRGP TARGA RES CORP Energy 712.0 $191K 0.00% $268.14 +11.5%
459 HYG ISHARES TR 2,350.0 $188K 0.00% $79.97 -0.5%
460 FNV FRANCO NEV CORP Basic Materials 900.0 $188K 0.00% $208.44 +27.5%
Page 23 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%