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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 29 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 1,900.0 $104K 0.00% $54.90 -18.9%
562 RGLD ROYAL GOLD INC Basic Materials 513.0 $102K 0.00% $199.61 +29.8%
563 NVO NOVO-NORDISK A S Healthcare 2,131.0 $102K 0.00% +925.0 +76.7% $47.94 -2.5%
564 ESAB ESAB CORPORATION Industrials 1,033.0 $102K 0.00% $98.63 -17.5%
565 EXC EXELON CORP Utilities 2,183.0 $102K 0.00% $46.62 -6.1%
566 AG FIRST MAJESTIC SILVER CORP Basic Materials 6,000.0 $102K 0.00% +3K +74.9% $16.96 +24.4%
567 MKC MCCORMICK & CO INC Consumer Defensive 2,017.0 $102K 0.00% -225.0 -10.0% $50.42 +9.9%
568 VTRS VIATRIS INC Healthcare 6,330.0 $101K 0.00% -74.0 -1.2% $15.88 +2.8%
569 ULS UL SOLUTIONS INC Industrials 985.0 $100K 0.00% $101.86 -26.3%
570 NI NISOURCE INC Utilities 2,103.0 $100K 0.00% -1K -38.1% $47.55 -14.6%
571 COIN COINBASE GLOBAL INC Financial Services 683.0 $100K 0.00% -85.0 -11.1% $146.19 +27.6%
572 FTEC FIDELITY COVINGTON TRUST 344.0 $98K 0.00% $285.21 -0.9%
573 RCAT RED CAT HLDGS INC Technology 9,200.0 $98K 0.00% NEW $10.65 -9.7%
574 GSIE GOLDMAN SACHS ETF TR 2,143.0 $98K 0.00% $45.70 +5.4%
575 KIM KIMCO REALTY CORP Real Estate 3,846.0 $97K 0.00% +2K +84.9% $25.35 -5.2%
576 SCHX SCHWAB STRATEGIC TR 3,312.0 $97K 0.00% $29.43 +2.6%
577 VGIT VANGUARD SCOTTSDALE FDS 1,649.0 $97K 0.00% $58.98 -1.1%
578 TGS TRANSPORTADORA DE GAS DEL SU Energy 3,262.0 $97K 0.00% $29.73 -5.5%
579 BKH BLACK HILLS CORP Utilities 1,300.0 $97K 0.00% $74.40 -3.6%
580 VDC VANGUARD WORLD FD 425.0 $96K 0.00% $225.49 +2.8%
Page 29 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%