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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 53 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 AKTS AKTIS ONCOLOGY INC Healthcare 74.0 $2K NEW $32.24 -25.6%
1042 HYLB DBX ETF TR 64.0 $2K $36.53 -0.7%
1043 JHG JANUS HENDERSON GROUP PLC Financial Services 45.0 $2K $51.96 -0.0%
1044 APG API GROUP CORP Industrials 55.0 $2K -23.0 -29.5% $42.36 -1.0%
1045 UGI UGI CORP NEW Utilities 67.0 $2K -1K -95.2% $34.55 +9.7%
1046 RLJ RLJ LODGING TR Real Estate 193.0 $2K $11.85 -3.2%
1047 CLOU GLOBAL X FDS 100.0 $2K $22.74 +21.7%
1048 FLR FLUOR CORP Industrials 43.0 $2K $52.40 -0.4%
1049 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 9.0 $2K $250.00 -3.9%
1050 ING ING GROEP N.V. Financial Services 71.0 $2K $31.38 +9.9%
1051 AGO ASSURED GUARANTY LTD Financial Services 27.0 $2K $80.19 -7.4%
1052 BATT AMPLIFY ETF TR 140.0 $2K $15.37 +0.4%
1053 IDA IDACORP INC Utilities 14.0 $2K $151.36 -7.4%
1054 USIG ISHARES TR 41.0 $2K $51.29 -2.0%
1055 Z ZILLOW GROUP INC Communication Services 65.0 $2K -1.0 -1.5% $31.52 +13.3%
1056 KEX KIRBY CORP Industrials 15.0 $2K $136.00 +2.4%
1057 HR HEALTHCARE RLTY TR Real Estate 100.0 $2K $20.17 -3.8%
1058 FIG FIGMA INC Technology 100.0 $2K $18.09 +51.0%
1059 SSNC SS&C TECH HLDGS Technology 29.0 $2K $62.07 +32.3%
1060 SOFI SOFI TECHNOLOGIES INC Financial Services 100.0 $2K -525.0 -84.0% $17.93 -0.1%
Page 53 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 40.1%
Industrials 13.3%
Communication Services 10.8%
Healthcare 10.6%
Financial Services 9.7%
Consumer Cyclical 9.7%
Energy 2.8%
Consumer Defensive 1.9%
Utilities 0.5%
Basic Materials 0.4%