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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 25 of 58  ·  1,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FCX FREEPORT-MCMORAN INC Basic Materials 3,005.0 $153K 0.00% NEW $50.79 +22.7%
482 DOW DOW INC Basic Materials 6,527.0 $153K 0.00% NEW $23.38 +53.6%
483 IDT IDT CORP Communication Services 2,950.0 $151K 0.00% NEW $51.21 +2.9%
484 SSD SIMPSON MFG INC Industrials 935.0 $151K 0.00% NEW $161.47 +14.6%
485 HOOD ROBINHOOD MKTS INC Financial Services 1,328.0 $150K 0.00% NEW $113.10 -32.9%
486 EFAV ISHARES TR 1,735.0 $150K 0.00% NEW $86.25 +6.8%
487 KRE SPDR SERIES TRUST 2,300.0 $149K 0.00% NEW $64.81 +6.8%
488 BXSL BLACKSTONE SECD LENDING FD Financial Services 5,650.0 $149K 0.00% NEW $26.33 -10.6%
489 CLX CLOROX CO DEL Consumer Defensive 1,475.0 $149K 0.00% NEW $100.83 -5.6%
490 PSA PUBLIC STORAGE OPER CO Real Estate 568.0 $147K 0.00% NEW $259.50 +16.7%
491 PLTR PALANTIR TECHNOLOGIES INC Technology 828.0 $147K 0.00% NEW $177.75 -22.8%
492 AEM AGNICO EAGLE MINES LTD Basic Materials 858.0 $145K 0.00% NEW $169.53 +4.8%
493 PNW PINNACLE WEST CAP CORP Utilities 1,611.0 $143K 0.00% NEW $88.70 +14.9%
494 CEF SPROTT ASSET MANAGEMENT LP Financial Services 3,100.0 $142K 0.00% NEW $45.80 +4.7%
495 HBAN HUNTINGTON BANCSHARES INC Financial Services 8,182.0 $142K 0.00% NEW $17.35 -8.6%
496 IJS ISHARES TR 1,248.0 $142K 0.00% NEW $113.72 +12.8%
497 JEF JEFFERIES FINL GROUP INC Financial Services 2,288.0 $142K 0.00% NEW $61.97 -15.4%
498 BHB BAR HBR BANKSHARES Financial Services 4,550.0 $141K 0.00% NEW $31.05 +11.9%
499 VXUS VANGUARD STAR FDS 1,860.0 $140K 0.00% NEW $75.44 +12.1%
500 NG NOVAGOLD RES INC Basic Materials 15,000.0 $140K 0.00% NEW $9.32 -16.7%
Page 25 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%