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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 35 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 URI UNITED RENTALS INC Industrials 50.0 $57K 0.00% $1132.90 -3.0%
682 ESML ISHARES TR 1,000.0 $56K 0.00% $55.93 -0.2%
683 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 882.0 $56K 0.00% +442.0 +100.5% $63.25 +18.0%
684 PFS PROVIDENT FINL SVCS INC Financial Services 2,350.0 $56K 0.00% -145.0 -5.8% $23.64 +0.3%
685 COPP SPROTT FDS TR 1,450.0 $56K 0.00% $38.30 +19.2%
686 CLS CELESTICA INC Technology 152.0 $55K 0.00% $364.80 -18.7%
687 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 633.0 $55K 0.00% $87.22 +10.5%
688 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 4,275.0 $55K 0.00% $12.76 +52.4%
689 CHH CHOICE HOTELS INTL INC Consumer Cyclical 492.0 $54K 0.00% $110.27 -0.6%
690 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 3,110.0 $54K 0.00% -500.0 -13.8% $17.41 +14.6%
691 RKLB ROCKET LAB CORP Industrials 525.0 $53K 0.00% +260.0 +98.1% $101.65 -28.6%
692 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 532.0 $53K 0.00% $100.02 +8.0%
693 LNG CHENIERE ENERGY INC Energy 222.0 $53K 0.00% $239.02 +16.1%
694 BBAI BIGBEAR AI HLDGS INC Technology 14,334.0 $53K 0.00% +7K +99.9% $3.67 -12.3%
695 SLYG SPDR SERIES TRUST 440.0 $52K 0.00% $119.13 -2.6%
696 RCUS ARCUS BIOSCIENCES INC Healthcare 1,700.0 $52K 0.00% $30.83 -1.6%
697 GDXJ VANECK ETF TRUST 530.0 $52K 0.00% -750.0 -58.6% $98.25 +35.0%
698 AN AUTONATION INC Consumer Cyclical 280.0 $52K 0.00% +140.0 +100.0% $185.79 +7.4%
699 ICVT ISHARES TR 426.0 $52K 0.00% $121.74 -4.8%
700 POR PORTLAND GEN ELEC CO Utilities 1,000.0 $52K 0.00% $51.83 -4.3%
Page 35 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%