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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 49 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 PCT PURECYCLE TECHNOLOGIES INC Industrials 826.0 $7K $8.11 -16.2%
962 PL PLANET LABS PBC Industrials 200.0 $7K $33.13 -32.7%
963 NRGV ENERGY VAULT HOLDINGS INC Utilities 1,400.0 $7K $4.71 -19.3%
964 ETH GRAYSCALE ETHEREUM STAKING Financial Services 427.0 $6K $15.03 +53.3%
965 HMC HONDA MOTOR CO LTD Consumer Cyclical 231.0 $6K $27.11 +23.1%
966 UEC URANIUM ENERGY CORP Energy 571.0 $6K +40.0 +7.5% $10.66 +19.7%
967 KKR KKR & CO INC 66.0 $6K $91.79
968 RL RALPH LAUREN CORP Consumer Cyclical 15.0 $6K $401.47 -7.2%
969 BRKR BRUKER CORP Healthcare 100.0 $6K $60.18 -1.0%
970 PRTA PROTHENA CORP PLC Healthcare 600.0 $6K $9.79 -3.5%
971 CDNS CADENCE DESIGN SYSTEM INC Technology 15.0 $6K $375.33 -15.0%
972 ALLY ALLY FINL INC Financial Services 120.0 $6K $45.95 -6.6%
973 FG F&G ANNUITIES & LIFE INC Financial Services 207.0 $6K +118.0 +132.6% $26.59 -15.1%
974 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 125.0 $5K $42.87 +4.5%
975 IONQ IONQ INC Technology 100.0 $5K $53.26 -15.8%
976 BURU NUBURU INC Industrials 41,500.0 $5K $0.13 -68.8%
977 SCHC SCHWAB STRATEGIC TR 110.0 $5K $48.13 +6.5%
978 IP INTERNATIONAL PAPER CO Consumer Cyclical 137.0 $5K -2K -92.9% $38.10 +8.9%
979 DG DOLLAR GEN CORP Consumer Defensive 45.0 $5K $115.11 +7.2%
980 DNLI DENALI THERAPEUTICS INC Healthcare 200.0 $5K NEW $25.72 -3.1%
Page 49 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%