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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 55 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 TRULIEVE CANNABIS CORP 125.0 $1K NEW $9.83
1082 RAMACO RES INC 89.0 $1K +14.0 +18.7% $13.24
1083 LCID LUCID GROUP INC Consumer Cyclical 165.0 $1K $6.69 -15.9%
1084 GAMESTOP CORP 50.0 $1K $22.08
1085 NTLA INTELLIA THERAPEUTICS INC Healthcare 65.0 $1K $16.92 -26.5%
1086 PCAR PACCAR INC Industrials 9.0 $1K $120.22 +7.3%
1087 OKLO OKLO INC Utilities 20.0 $1K +6.0 +42.9% $52.35 -20.4%
1088 IGPT INVESCO EXCHANGE TRADED FD T 10.0 $1K $104.10 -11.9%
1089 POET POET TECHNOLOGIES INC Technology 94.0 $967.0 NEW $10.29 -19.6%
1090 NOK NOKIA CORP Technology 70.0 $930.0 NEW $13.29 -23.6%
1091 MPT MEDICAL PROPERTIES TRUST INC Financial Services 200.0 $924.0 $4.62 -11.8%
1092 SPTM SPDR SERIES TRUST 10.0 $908.0 $90.80 +1.9%
1093 VOD VODAFONE GROUP PLC Communication Services 67.0 $887.0 $13.24 +21.0%
1094 CXT CRANE NXT CO Industrials 17.0 $870.0 $51.18 -3.3%
1095 DOX AMDOCS LTD Technology 17.0 $860.0 $50.59 +20.4%
1096 CRH PLC 8.0 $856.0 NEW $107.00
1097 HRL HORMEL FOODS CORP Consumer Defensive 34.0 $844.0 $24.82 -3.0%
1098 VERSIGENT PLC 20.0 $841.0 NEW $42.05
1099 FTRE FORTREA HLDGS INC Healthcare 48.0 $836.0 $17.42 +4.4%
1100 NLOP NET LEASE OFFICE PROPERTIES Real Estate 72.0 $802.0 $11.14 +3.8%
Page 55 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%