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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 30 of 58  ·  1,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SPLV INVESCO EXCH TRADED FD TR II 1,277.0 $91K 0.00% NEW $71.42 +3.2%
582 BIDU BAIDU INC Communication Services 694.0 $91K 0.00% NEW $130.66 +0.4%
583 SCHX SCHWAB STRATEGIC TR 3,366.0 $91K 0.00% NEW $26.91 +8.5%
584 JKHY HENRY JACK & ASSOC INC Technology 496.0 $91K 0.00% NEW $182.48 -23.5%
585 BKH BLACK HILLS CORP Utilities 1,300.0 $90K 0.00% NEW $69.42 +6.8%
586 KD KYNDRYL HLDGS INC Technology 3,396.0 $90K 0.00% NEW $26.56 -54.6%
587 FNDE SCHWAB STRATEGIC TR 2,500.0 $90K 0.00% NEW $36.06 +12.1%
588 XLP SELECT SECTOR SPDR TR 1,156.0 $90K 0.00% NEW $77.68 +9.0%
589 VDC VANGUARD WORLD FD 425.0 $90K 0.00% NEW $211.24 +8.8%
590 NDSN NORDSON CORP Industrials 371.0 $89K 0.00% NEW $240.43 +19.3%
591 CEG CONSTELLATION ENERGY CORP Utilities 252.0 $89K 0.00% NEW $353.27 -19.1%
592 SOTK SONO TEK CORP Technology 21,500.0 $89K 0.00% NEW $4.13 +24.2%
593 SMCI SUPER MICRO COMPUTER INC Technology 2,962.0 $87K 0.00% NEW $29.27 +14.3%
594 IHI ISHARES TR 1,380.0 $86K 0.00% NEW $62.15 -18.7%
595 OLED UNIVERSAL DISPLAY CORP Technology 734.0 $86K 0.00% NEW $116.78 -21.6%
596 ANGLOGOLD ASHANTI PLC 1,000.0 $85K 0.00% NEW $85.28
597 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 309.0 $85K 0.00% NEW $275.39 +172.7%
598 IGM ISHARES TR 650.0 $84K 0.00% NEW $129.16 +20.6%
599 MPLX MPLX LP Energy 1,563.0 $83K 0.00% NEW $53.37 +4.2%
600 HSBC HSBC HLDGS PLC Financial Services 1,058.0 $83K 0.00% NEW $78.67 +17.0%
Page 30 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%