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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 46 of 57  ·  1,124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 JOBY JOBY AVIATION INC Industrials 1,336.0 $11K +18.0 +1.4% $8.26 +25.9%
902 FNDA SCHWAB STRATEGIC TR 330.0 $11K NEW $32.43 +9.2%
903 SCHV SCHWAB STRATEGIC TR 346.0 $11K NEW $30.49 +8.2%
904 IDU ISHARES TR 90.0 $10K $116.11 -2.2%
905 MGV VANGUARD WORLD FD 72.0 $10K NEW $144.97 +7.4%
906 IBHI ISHARES TR 446.0 $10K $23.28 +0.4%
907 BXP BXP INC Real Estate 200.0 $10K $51.90 +15.9%
908 PNR PENTAIR PLC Industrials 119.0 $10K +110.0 +1222.2% $87.12 -14.8%
909 SONY SONY GROUP CORP Technology 500.0 $10K +438.0 +706.5% $20.70 +10.2%
910 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 1,541.0 $10K $6.63 -11.5%
911 ARKK ARK ETF TR 150.0 $10K $67.59 +13.4%
912 U UNITY SOFTWARE INC Technology 460.0 $10K $21.94 +19.5%
913 XLY SELECT SECTOR SPDR TR 92.0 $10K -392.0 -81.0% $108.99 +8.9%
914 SOFI SOFI TECHNOLOGIES INC Financial Services 625.0 $10K +525.0 +525.0% $15.88 -1.2%
915 IBHJ ISHARES TR 377.0 $10K $26.22 +0.5%
916 IBHH ISHARES TR 420.0 $10K $23.47 +0.2%
917 LIT GLOBAL X FDS 132.0 $10K $74.36 +13.5%
918 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 500.0 $10K $19.15 -6.1%
919 DOCU DOCUSIGN INC Technology 200.0 $9K $47.41 +3.3%
920 FIS FIDELITY NATL INFORMATION SV Technology 200.0 $9K -336.0 -62.7% $46.91 -7.0%
Page 46 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%