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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 29 of 58  ·  1,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 DUHP DIMENSIONAL ETF TRUST 2,600.0 $99K 0.00% NEW $38.03 +6.0%
562 TRP TC ENERGY CORP Energy 1,790.0 $98K 0.00% NEW $55.01 +27.4%
563 ES EVERSOURCE ENERGY Utilities 1,455.0 $98K 0.00% NEW $67.33 +3.4%
564 GL GLOBE LIFE INC Financial Services 700.0 $98K 0.00% NEW $139.86 +12.0%
565 CCI CROWN CASTLE INC Real Estate 1,100.0 $98K 0.00% NEW $88.87 +3.6%
566 VFLO VICTORY PORTFOLIOS II 2,475.0 $97K 0.00% NEW $39.38 +10.0%
567 STZ CONSTELLATION BRANDS INC Consumer Defensive 701.0 $97K 0.00% NEW $137.96 +9.6%
568 ROL ROLLINS INC Consumer Cyclical 1,610.0 $97K 0.00% NEW $60.02 -11.2%
569 DFJ WISDOMTREE TR 1,000.0 $96K 0.00% NEW $96.34 +10.6%
570 FOXA FOX CORP Communication Services 1,314.0 $96K 0.00% NEW $73.07 -12.1%
571 HII HUNTINGTON INGALLS INDS INC Industrials 282.0 $96K 0.00% NEW $340.07 -6.6%
572 CALM CAL MAINE FOODS INC Consumer Defensive 1,200.0 $95K 0.00% NEW $79.57 -3.3%
573 EXC EXELON CORP Utilities 2,183.0 $95K 0.00% NEW $43.59 +4.0%
574 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 1,900.0 $95K 0.00% NEW $50.02 -27.4%
575 OTTR OTTER TAIL CORP Utilities 1,172.0 $95K 0.00% NEW $80.81 +7.3%
576 MRVL MARVELL TECHNOLOGY INC Technology 1,104.0 $94K 0.00% NEW $84.98 +124.4%
577 CACI CACI INTL INC Technology 175.0 $93K 0.00% NEW $532.81 -8.0%
578 XLV SELECT SECTOR SPDR TR 600.0 $93K 0.00% NEW $154.80 -4.3%
579 GSIE GOLDMAN SACHS ETF TR 2,143.0 $92K 0.00% NEW $42.94 +6.7%
580 POOL POOL CORP Industrials 399.0 $91K 0.00% NEW $228.75 -20.5%
Page 29 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%