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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 31 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 PSKY PARAMOUNT SKYDANCE CORP Communication Services 8,792.0 $87K 0.00% $9.86 +5.0%
602 EVRG EVERGY INC Utilities 1,000.0 $86K 0.00% $86.43 -6.4%
603 SAIA SAIA INC Industrials 205.0 $86K 0.00% $421.00 -14.0%
604 HAL HALLIBURTON CO Energy 2,477.0 $84K 0.00% -100.0 -3.9% $33.95 +4.1%
605 RBC RBC BEARINGS INC Industrials 130.0 $84K 0.00% $644.06 -21.5%
606 NFGC NEW FOUND GOLD CORP Basic Materials 54,140.0 $83K 0.00% +38K +238.4% $1.54 +19.5%
607 KBWB INVESCO EXCH TRADED FD TR II 890.0 $83K 0.00% $92.98 +2.8%
608 SCHB SCHWAB STRATEGIC TR 2,841.0 $82K 0.00% -679.0 -19.3% $28.96 +2.3%
609 RWL INVESCO EXCH TRADED FD TR II 640.0 $82K 0.00% $127.76 +4.8%
610 SCHE SCHWAB STRATEGIC TR 2,251.0 $82K 0.00% $36.26 +2.0%
611 F FORD MTR CO Consumer Cyclical 5,825.0 $81K 0.00% -3K -37.4% $13.90 +3.7%
612 STE STERIS PLC Healthcare 381.0 $80K 0.00% $210.57 +13.0%
613 KEY KEYCORP Financial Services 3,471.0 $80K 0.00% $23.05 -5.1%
614 XLP SELECT SECTOR SPDR TR 961.0 $80K 0.00% -195.0 -16.9% $83.07 +3.5%
615 BIDU BAIDU INC Communication Services 698.0 $80K 0.00% $114.29 -18.4%
616 MDU MDU RES GROUP INC Industrials 3,700.0 $78K 0.00% $21.21 -5.9%
617 SHOP SHOPIFY INC Technology 686.0 $78K 0.00% +50.0 +7.9% $114.18 +30.7%
618 RY ROYAL BK CDA Financial Services 376.0 $78K 0.00% $206.97 -0.8%
619 EQNR EQUINOR ASA Energy 2,474.0 $78K 0.00% $31.40 +36.5%
620 KNF KNIFE RIVER CORP Basic Materials 925.0 $77K 0.00% $83.65 -20.9%
Page 31 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%