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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 50 of 57  ·  1,124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 SCHP SCHWAB STRATEGIC TR 176.0 $5K +164.0 +1366.7% $26.61 +0.0%
982 FNDC SCHWAB STRATEGIC TR 100.0 $5K NEW $46.36 +7.5%
983 NRGV ENERGY VAULT HOLDINGS INC Utilities 1,400.0 $5K $3.30 +52.4%
984 AA ALCOA CORP Basic Materials 69.0 $5K +22.0 +46.8% $66.33 -0.1%
985 AER AERCAP HOLDINGS NV Industrials 32.0 $4K $137.19 +1.7%
986 VIOG VANGUARD ADMIRAL FDS INC 35.0 $4K $124.49 +10.9%
987 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 386.0 $4K NEW $11.28 +1.1%
988 PCT PURECYCLE TECHNOLOGIES INC Industrials 826.0 $4K NEW $5.19 +118.3%
989 QS QUANTUMSCAPE CORP Consumer Cyclical 672.0 $4K $6.38 +20.3%
990 PEGA PEGASYSTEMS INC Technology 100.0 $4K $42.56 -19.5%
991 HIMX HIMAX TECHNOLOGIES INC Technology 540.0 $4K $7.87 +152.7%
992 CDNS CADENCE DESIGN SYSTEM INC Technology 15.0 $4K -7.0 -31.8% $277.93 +29.0%
993 TEAM ATLASSIAN CORPORATION Technology 61.0 $4K +1.0 +1.7% $68.26 +26.3%
994 SPG SIMON PPTY GROUP INC NEW Real Estate 22.0 $4K $186.55 +9.4%
995 CRCL CIRCLE INTERNET GROUP INC Financial Services 42.0 $4K +1.0 +2.4% $95.43 +20.4%
996 AMG AFFILIATED MANAGERS GROUP Financial Services 14.0 $4K $276.71 +9.4%
997 HIMS HIMS & HERS HEALTH INC Healthcare 175.0 $4K +100.0 +133.3% $20.76 +15.7%
998 BRKR BRUKER CORP Healthcare 100.0 $4K $36.12 +24.5%
999 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 39.0 $4K $90.13 +14.1%
1000 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 200.0 $3K NEW $16.97 +14.2%
Page 50 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%