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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 50 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 FLUTTER ENTMT PLC 50.0 $5K $102.18
982 QS QUANTUMSCAPE CORP Consumer Cyclical 672.0 $5K $7.56 -20.9%
983 LW LAMB WESTON HLDGS INC Consumer Defensive 116.0 $5K $43.18 +24.3%
984 BROWN FORMAN CORP 187.0 $5K $26.65
985 SPG SIMON PPTY GROUP INC NEW Real Estate 22.0 $5K $223.68 -2.4%
986 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 946.0 $5K $5.20 -2.1%
987 FNDC SCHWAB STRATEGIC TR 100.0 $5K $48.56 +5.0%
988 AMG AFFILIATED MANAGERS GROUP Financial Services 14.0 $5K $338.43 +5.3%
989 CC CHEMOURS CO Basic Materials 229.0 $5K $20.52 -22.2%
990 TEAM ATLASSIAN CORPORATION Technology 60.0 $5K -1.0 -1.6% $77.80 +120.8%
991 AER AERCAP HOLDINGS NV Industrials 32.0 $5K $145.78 +0.3%
992 SCHP SCHWAB STRATEGIC TR 176.0 $5K $26.50 -2.0%
993 VIOG VANGUARD ADMIRAL FDS INC 30.0 $5K -5.0 -14.3% $153.43 -2.5%
994 BKR BAKER HUGHES COMPANY Energy 81.0 $4K $55.51 +12.3%
995 WPM WHEATON PRECIOUS METALS CORP Basic Materials 39.0 $4K $112.33 +40.5%
996 B BARRICK MNG CORP Basic Materials 119.0 $4K -1K -90.2% $36.73 +29.6%
997 MSTR STRATEGY INC Technology 50.0 $4K $86.94 +37.2%
998 BMNR BITMINE IMMERSION TECHS INC Financial Services 322.0 $4K $13.31 +71.5%
999 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 39.0 $4K $107.79 +2.7%
1000 MPWR MONOLITHIC PWR SYS INC Technology 3.0 $4K $1382.67 -4.8%
Page 50 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%