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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 56 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 EMBC EMBECTA CORP Healthcare 231.0 $754.0 $3.26 +60.2%
1102 XLE SELECT SECTOR SPDR TR 14.0 $745.0 -2K -99.4% $53.21 +19.6%
1103 ASAN ASANA INC Technology 100.0 $700.0 $7.00 +36.9%
1104 PNR PENTAIR PLC Industrials 9.0 $690.0 -110.0 -92.4% $76.67 -16.0%
1105 EDIT EDITAS MEDICINE INC Healthcare 210.0 $681.0 $3.24 -4.1%
1106 BBWI BATH & BODY WORKS INC Consumer Cyclical 28.0 $648.0 $23.14 -16.0%
1107 CHARGEPOINT HOLDINGS INC 100.0 $591.0 $5.91
1108 BETA BETA TECHNOLOGIES INC Industrials 30.0 $503.0 $16.77 +47.6%
1109 USMV ISHARES TR 5.0 $483.0 $96.60 +4.8%
1110 SPTL SPDR SERIES TRUST 17.0 $446.0 $26.24 -4.4%
1111 GERN GERON CORP Healthcare 340.0 $436.0 $1.28 +18.5%
1112 URNM SPROTT FDS TR 8.0 $421.0 NEW $52.62 +10.6%
1113 VNT VONTIER CORPORATION Technology 14.0 $406.0 -162.0 -92.0% $29.00 +13.7%
1114 JBLU JETBLUE AIRWAYS CORP Industrials 50.0 $287.0 $5.74 -14.8%
1115 QBTS D-WAVE QUANTUM INC Technology 11.0 $264.0 NEW $24.00 -15.0%
1116 LOBO TECHNOLOGIES LTD 400.0 $256.0 NEW $0.64
1117 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 10.0 $245.0 $24.50 -5.6%
1118 REZI RESIDEO TECHNOLOGIES INC Industrials 7.0 $218.0 $31.14 -34.9%
1119 ONL ORION PROPERTIES INC Real Estate 71.0 $206.0 $2.90 -2.1%
1120 RMR RMR GROUP INC Real Estate 10.0 $206.0 $20.60 -2.9%
Page 56 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%