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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 7 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TT TRANE TECHNOLOGIES PLC Industrials 10,368.0 $5.1M 0.07% +1K +13.7% $491.19 -7.3%
122 IGIB ISHARES TR 94,511.0 $5.0M 0.07% $53.17 -1.5%
123 BNDX VANGUARD CHARLOTTE FDS 98,705.0 $4.8M 0.06% +32K +48.1% $48.43 -1.4%
124 BX BLACKSTONE INC Financial Services 38,854.0 $4.6M 0.06% -800.0 -2.0% $117.67 +23.3%
125 PANW PALO ALTO NETWORKS INC Technology 13,161.0 $4.5M 0.06% -14K -51.2% $341.02 +5.5%
126 PSX PHILLIPS 66 Energy 26,440.0 $4.5M 0.06% -11K -29.7% $169.05 +43.3%
127 OEF ISHARES TR 12,114.0 $4.4M 0.06% -210.0 -1.7% $365.87 +3.9%
128 UNP UNION PAC CORP Industrials 16,279.0 $4.4M 0.06% -455.0 -2.7% $272.00 +11.0%
129 WTRG ESSENTIAL UTILS INC Utilities 114,308.0 $4.4M 0.06% -875.0 -0.8% $38.31 +7.2%
130 MCK MCKESSON CORP Healthcare 5,748.0 $4.3M 0.06% +3K +96.2% $755.67 +13.0%
131 IJH ISHARES TR 56,008.0 $4.3M 0.06% +1K +2.5% $77.11 -0.1%
132 BILS SPDR SERIES TRUST 43,282.0 $4.3M 0.06% -850.0 -1.9% $99.38 -0.1%
133 SPSB SPDR SERIES TRUST 139,061.0 $4.2M 0.06% $30.01 -0.2%
134 UBER UBER TECHNOLOGIES INC Technology 57,771.0 $4.2M 0.06% +50K +635.5% $72.16 +8.1%
135 WEX WEX INC Technology 29,500.0 $4.2M 0.06% +2K +6.5% $141.09 +38.5%
136 IGSB ISHARES TR 77,292.0 $4.1M 0.05% $52.41 -0.4%
137 MDLZ MONDELEZ INTL INC Consumer Defensive 69,640.0 $4.0M 0.05% -19K -21.8% $57.84 +10.9%
138 AZN ASTRAZENECA PLC Healthcare 20,928.0 $4.0M 0.05% -3K -12.8% $189.62 -13.0%
139 SYK STRYKER CORPORATION Healthcare 12,599.0 $4.0M 0.05% +407.0 +3.3% $314.84 +8.0%
140 STT STATE STR CORP Financial Services 22,984.0 $3.9M 0.05% -21K -47.8% $169.60 +9.6%
Page 7 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%