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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 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TLN TALEN ENERGY CORP Utilities 7.0 $3K NEW $384.29 -20.2%
42 AKTS AKTIS ONCOLOGY INC Healthcare 74.0 $2K NEW $32.24 -20.4%
43 PIPR PIPER SANDLER COMPANIES Financial Services 24.0 $2K NEW $72.38 +2.8%
44 IYH ISHARES TR 25.0 $2K NEW $67.04 +10.3%
45 CARNIVAL CORP LTD 57.0 $2K NEW $28.58
46 ROBO EXCHANGE TRADED CONCEPTS TRU 19.0 $2K NEW $85.68 -5.7%
47 TRULIEVE CANNABIS CORP 125.0 $1K NEW $9.83
48 POET POET TECHNOLOGIES INC Technology 94.0 $967.0 NEW $10.29 -23.3%
49 NOK NOKIA CORP Technology 70.0 $930.0 NEW $13.29 -22.7%
50 CRH PLC 8.0 $856.0 NEW $107.00
51 VERSIGENT PLC 20.0 $841.0 NEW $42.05
52 URNM SPROTT FDS TR 8.0 $421.0 NEW $52.62 +14.4%
53 QBTS D-WAVE QUANTUM INC Technology 11.0 $264.0 NEW $24.00 -21.8%
54 LOBO TECHNOLOGIES LTD 400.0 $256.0 NEW $0.64
55 ZETA ZETA GLOBAL HOLDINGS CORP Technology 5.0 $99.0 NEW $19.80 +41.7%
56 MOBX MOBIX LABS INC Technology 20.0 $42.0 NEW $2.10 -43.3%
57 COHEN & STEERS QUALITY INCOM 1,870.0 $28.0 NEW $0.01
Page 3 of 3  ·  57 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%