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Portfolio (Quarterly) Guide ↗

HM PAYSON & CO

· CIK 0000928052
13F Portfolio $6.9B AUM 1,600 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 95 New 212 Added 282 Reduced 115 Exited
Page 33 of 57  ·  1,124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 PYPL PAYPAL HLDGS INC Financial Services 1,444.0 $65K 0.00% -575.0 -28.5% $45.23 -1.9%
642 RJF RAYMOND JAMES FINL INC Financial Services 450.0 $65K 0.00% -25.0 -5.3% $144.79 +5.0%
643 ICLN ISHARES TR 3,500.0 $64K 0.00% $18.29 +21.3%
644 RWJ INVESCO EXCH TRADED FD TR II 1,254.0 $63K 0.00% $50.48 +8.3%
645 LNG CHENIERE ENERGY INC Energy 222.0 $63K 0.00% -20.0 -8.3% $283.77 -15.3%
646 LII LENNOX INTL INC Industrials 135.0 $63K 0.00% -5.0 -3.6% $464.13 +3.5%
647 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 633.0 $62K 0.00% -29.0 -4.4% $98.42 -4.1%
648 LECO LINCOLN ELEC HLDGS INC Industrials 250.0 $62K 0.00% $249.13 +4.4%
649 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 1,500.0 $62K 0.00% -788.0 -34.4% $41.27 +27.1%
650 IEUR ISHARES TR 880.0 $62K 0.00% $70.27 +7.7%
651 SGU STAR GROUP LP Energy 5,000.0 $61K 0.00% $12.28 +4.5%
652 DTE DTE ENERGY CO Utilities 419.0 $61K 0.00% $146.22 -1.7%
653 RY ROYAL BK CDA Financial Services 376.0 $61K 0.00% $161.78 +15.7%
654 FDN FIRST TR EXCHANGE-TRADED FD 259.0 $61K 0.00% -113.0 -30.4% $234.03 +16.1%
655 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 828.0 $60K 0.00% +684.0 +475.0% $72.48 +19.1%
656 DPZ DOMINOS PIZZA INC Consumer Cyclical 164.0 $59K 0.00% +138.0 +530.8% $358.54 -11.7%
657 TXT TEXTRON INC Industrials 670.0 $59K 0.00% $87.56 +2.2%
658 VTWO VANGUARD SCOTTSDALE FDS 585.0 $59K 0.00% $100.17 +14.0%
659 BROOKFIELD ASSET MANAGMT LTD 1,299.0 $58K 0.00% $44.45
660 ZM ZOOM COMMUNICATIONS INC Technology 694.0 $56K 0.00% $80.39 +23.7%
Page 33 of 57  ·  1,124 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 36.7%
Industrials 14.0%
Healthcare 11.2%
Financial Services 10.7%
Communication Services 10.4%
Consumer Cyclical 10.3%
Energy 3.3%
Consumer Defensive 2.3%
Basic Materials 0.5%
Utilities 0.5%