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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 49 of 58  ·  1,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 UEC URANIUM ENERGY CORP Energy 531.0 $6K NEW $11.68 +9.1%
962 CSGP COSTAR GROUP INC Real Estate 92.0 $6K NEW $67.25 -49.5%
963 OC OWENS CORNING NEW Industrials 55.0 $6K NEW $111.93 +3.7%
964 TROW PRICE T ROWE GROUP INC Financial Services 60.0 $6K NEW $102.38 -0.5%
965 DG DOLLAR GEN CORP NEW Consumer Defensive 45.0 $6K NEW $132.78 -20.9%
966 PEGA PEGASYSTEMS INC Technology 100.0 $6K NEW $59.72 -42.6%
967 APG API GROUP CORP Industrials 152.0 $6K NEW $38.26 +8.5%
968 PRTA PROTHENA CORP PLC Healthcare 600.0 $6K NEW $9.55 -2.1%
969 AGZ ISHARES TR 51.0 $6K NEW $110.25 -1.3%
970 HCA HCA HEALTHCARE INC Healthcare 12.0 $6K NEW $466.92 -15.9%
971 BCI ABRDN ETFS 280.0 $5K NEW $19.53 +28.4%
972 ALLY ALLY FINL INC Financial Services 120.0 $5K NEW $45.29 -5.6%
973 IP INTERNATIONAL PAPER CO Consumer Cyclical 137.0 $5K NEW $39.39 -20.0%
974 RL RALPH LAUREN CORP Consumer Cyclical 15.0 $5K NEW $353.67 -6.9%
975 VUSB VANGUARD BD INDEX FDS 105.0 $5K NEW $49.85 -0.2%
976 WIX WIX COM LTD Technology 50.0 $5K NEW $103.90 -47.3%
977 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 100.0 $5K NEW $51.63 -36.0%
978 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 946.0 $5K NEW $5.41 -2.6%
979 TYG TORTOISE ENERGY INFRA CORP Financial Services 125.0 $5K NEW $40.90 +13.4%
980 FS SPECIALTY LENDING FD 356.0 $5K NEW $14.14
Page 49 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%