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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 48 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 VBR VANGUARD INDEX FDS 34.0 $8K $243.00 +2.5%
942 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 200.0 $8K -100.0 -33.3% $40.84 +10.5%
943 SOUN SOUNDHOUND AI INC Technology 1,259.0 $8K +259.0 +25.9% $6.47 +13.1%
944 PDI PIMCO DYNAMIC INCOME FD Financial Services 475.0 $8K NEW $16.70 -9.5%
945 BLZE BACKBLAZE INC Technology 500.0 $8K $15.86 -0.4%
946 SMR NUSCALE PWR CORP Utilities 778.0 $8K +500.0 +179.9% $10.03 -6.3%
947 FIS FIDELITY NATL INFORMATION SV Technology 200.0 $8K $38.88 +6.3%
948 NNN NNN REIT INC Real Estate 165.0 $8K $46.53 -1.5%
949 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 200.0 $8K $37.76 +14.6%
950 UTL UNITIL CORP Utilities 142.0 $7K $52.69 +0.9%
951 DIBS 1STDIBS COM INC Consumer Cyclical 1,500.0 $7K $4.90 -2.7%
952 JNK SPDR SERIES TRUST 75.0 $7K NEW $96.37 -0.5%
953 EMERA INC 134.0 $7K $53.02
954 EBND SPDR SERIES TRUST 339.0 $7K $20.92 +1.5%
955 TTD THE TRADE DESK INC Technology 390.0 $7K -190.0 -32.8% $18.08 -27.1%
956 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 200.0 $7K $34.73 +16.8%
957 DBV TECHNOLOGIES S A 420.0 $7K $16.40
958 SCHH SCHWAB STRATEGIC TR 289.0 $7K $23.71 +1.4%
959 WRN WESTERN COPPER & GOLD CORP Basic Materials 3,050.0 $7K $2.24 +12.9%
960 IUSV ISHARES TR 62.0 $7K +33.0 +113.8% $110.16 +4.3%
Page 48 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%