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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 37 of 58  ·  1,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 IWS ISHARES TR 300.0 $42K 0.00% NEW $141.05 +11.7%
722 XAR SPDR SERIES TRUST 175.0 $42K 0.00% NEW $241.24 +10.4%
723 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 618.0 $42K 0.00% NEW $68.23 +12.2%
724 KIM KIMCO RLTY CORP Real Estate 2,080.0 $42K 0.00% NEW $20.27 +18.6%
725 ICVT ISHARES TR 426.0 $42K 0.00% NEW $98.50 +19.8%
726 TTEK TETRA TECH INC NEW Industrials 1,250.0 $42K 0.00% NEW $33.54 -18.2%
727 SLYG SPDR SERIES TRUST 440.0 $41K 0.00% NEW $94.19 +13.9%
728 IMCV ISHARES TR 500.0 $41K 0.00% NEW $82.34 +7.8%
729 SF STIFEL FINL CORP Financial Services 328.0 $41K 0.00% NEW $125.22 -41.6%
730 EXPO EXPONENT INC Industrials 589.0 $41K 0.00% NEW $69.46 -17.9%
731 RCUS ARCUS BIOSCIENCES INC Healthcare 1,700.0 $41K 0.00% NEW $23.83 -0.4%
732 TY TRI CONTL CORP Financial Services 1,184.0 $40K 0.00% NEW $34.01 +1.6%
733 VIGI VANGUARD WHITEHALL FDS 437.0 $40K 0.00% NEW $91.45 +2.7%
734 LAZ LAZARD INC Financial Services 822.0 $40K 0.00% NEW $48.56 -1.8%
735 EWC ISHARES INC 740.0 $40K 0.00% NEW $53.93 +8.6%
736 TAN INVESCO EXCH TRADED FD TR II 800.0 $39K 0.00% NEW $49.12 +32.0%
737 BBAI BIGBEAR AI HLDGS INC Technology 7,169.0 $39K 0.00% NEW $5.40 -22.2%
738 BAX BAXTER INTL INC Healthcare 2,024.0 $39K 0.00% NEW $19.11 -0.4%
739 CCJ CAMECO CORP Energy 422.0 $39K 0.00% NEW $91.49 +15.1%
740 ABNB AIRBNB INC Consumer Cyclical 284.0 $39K 0.00% NEW $135.72 -1.1%
Page 37 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%