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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 57 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 STEM INC 25.0 $196.0 $7.84
1122 LE LANDS END INC NEW Consumer Cyclical 18.0 $189.0 $10.50 +18.2%
1123 CIM CHIMERA INVT CORP Real Estate 12.0 $161.0 +8.0 +200.0% $13.42 -12.3%
1124 GTX GARRETT MOTION INC Consumer Cyclical 4.0 $145.0 $36.25 -25.1%
1125 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 50.0 $142.0 $2.84 -15.5%
1126 LITHIUM AMERS CORP NEW 30.0 $116.0 $3.87
1127 FABRICAI INC 31.0 $115.0 $3.71
1128 ZETA ZETA GLOBAL HOLDINGS CORP Technology 5.0 $99.0 NEW $19.80 +45.4%
1129 LXRX LEXICON PHARMACEUTICALS INC Healthcare 37.0 $89.0 $2.41 +0.2%
1130 FIP FTAI INFRASTRUCTURE INC Industrials 13.0 $62.0 $4.77 -14.9%
1131 FLNA FILANA THERAPEUTICS INC Healthcare 50.0 $60.0 $1.20 -19.5%
1132 PXH INVESCO EXCH TRADED FD TR II 2.0 $56.0 $28.00 +4.0%
1133 STSS SKYAI INC Healthcare 50.0 $56.0 +20.0 +66.7% $1.12 +13.4%
1134 HAUZ DBX ETF TR 2.0 $45.0 $22.50 +1.4%
1135 MOBX MOBIX LABS INC Technology 20.0 $42.0 NEW $2.10 -43.6%
1136 AAL AMERICAN AIRLINES GROUP INC Industrials 2.0 $37.0 $18.50 -25.1%
1137 COHEN & STEERS QUALITY INCOM 1,870.0 $28.0 NEW $0.01
1138 LUV SOUTHWEST AIRLS CO Industrials $21.0 -100.0%
1139 VT VANGUARD INTL EQUITY INDEX F $1.0 -100.0%
Page 57 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%