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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 24 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 709.0 $187K 0.00% $263.26 +40.0%
462 XLI SELECT SECTOR SPDR TR 1,000.0 $185K 0.00% -269.0 -21.2% $185.23 -2.7%
463 AMERICAS GOLD AND SILVER COR 39,000.0 $184K 0.00% +20K +105.3% $4.72
464 WELL WELLTOWER INC Real Estate 811.0 $184K 0.00% $226.97 +5.4%
465 VOOG VANGUARD ADMIRAL FDS INC 2,202.0 $182K 0.00% +2K +500.0% $82.62 +1.0%
466 WPC WP CAREY INC Real Estate 2,530.0 $181K 0.00% -360.0 -12.5% $71.50 -0.4%
467 PSA PUBLIC STORAGE Real Estate 568.0 $181K 0.00% $318.31 +1.3%
468 GEN GEN DIGITAL INC Technology 7,100.0 $177K 0.00% $24.89 +16.2%
469 TFX TELEFLEX INCORPORATED Healthcare 1,387.0 $176K 0.00% -5K -79.0% $126.76 +9.5%
470 OUNZ VANECK MERK GOLD ETF Financial Services 4,550.0 $176K 0.00% $38.59 +15.0%
471 MFC MANULIFE FINL CORP Financial Services 4,308.0 $175K 0.00% $40.51 +4.9%
472 KRE SPDR SERIES TRUST 2,312.0 $173K 0.00% +12.0 +0.5% $74.85 +0.0%
473 PNW PINNACLE WEST CAP CORP Utilities 1,611.0 $172K 0.00% $107.00 -9.0%
474 UAMY UNITED STATES ANTIMONY CORP Basic Materials 23,700.0 $172K 0.00% $7.26 -24.4%
475 BHB BAR HBR BANKSHARES Financial Services 4,550.0 $172K 0.00% $37.76 +5.0%
476 IDT IDT CORP Communication Services 2,950.0 $172K 0.00% $58.16 +16.8%
477 KEYS KEYSIGHT TECHNOLOGIES INC Technology 490.0 $172K 0.00% $350.07 -9.7%
478 IJS ISHARES TR 1,248.0 $171K 0.00% $136.68 +1.3%
479 ICHR ICHOR HOLDINGS Technology 1,498.0 $168K 0.00% NEW $112.28 -46.4%
480 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 1,413.0 $167K 0.00% -25.0 -1.7% $118.53 -25.1%
Page 24 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%