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Portfolio (Quarterly) Guide ↗

HM PAYSON & CO

· CIK 0000928052
13F Portfolio $6.9B AUM 1,600 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 95 New 212 Added 282 Reduced 115 Exited
Page 4 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHH SCHWAB STRATEGIC TR 289.0 $6K NEW $21.52 +9.9%
62 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 200.0 $6K NEW $30.85 -2.3%
63 SCHC SCHWAB STRATEGIC TR 110.0 $5K NEW $46.75 +7.5%
64 VT VANGUARD INTL EQUITY INDEX F 37.0 $5K NEW $137.84 +12.6%
65 CC CHEMOURS CO Basic Materials 229.0 $5K NEW $22.03 -2.7%
66 FNDC SCHWAB STRATEGIC TR 100.0 $5K NEW $46.36 +7.5%
67 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 386.0 $4K NEW $11.28 +1.1%
68 PCT PURECYCLE TECHNOLOGIES INC Industrials 826.0 $4K NEW $5.19 +118.3%
69 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 200.0 $3K NEW $16.97 +14.2%
70 FTAI AVIATION LTD 13.0 $3K NEW $237.77
71 SCYB SCHWAB STRATEGIC TR 99.0 $3K NEW $26.00 +0.5%
72 LTM LATAM AIRLINES GROUP SA Industrials 51.0 $3K NEW $49.45 +3.0%
73 VNQI VANGUARD INTL EQUITY INDEX F 55.0 $2K NEW $44.45 +3.7%
74 HYLB DBX ETF TR 64.0 $2K NEW $36.17 +0.9%
75 USIG ISHARES TR 41.0 $2K NEW $51.24 -0.6%
76 VOT VANGUARD INDEX FDS 8.0 $2K NEW $257.38 +12.2%
77 ALGN ALIGN TECHNOLOGY INC Healthcare 11.0 $2K NEW $171.45 -4.9%
78 CAG CONAGRA BRANDS INC Consumer Defensive 115.0 $2K NEW $15.68 -14.7%
79 VMBS VANGUARD SCOTTSDALE FDS 32.0 $2K NEW $46.97 -1.0%
80 VOD VODAFONE GROUP PLC Communication Services 67.0 $1K NEW $15.03 +1.4%
Page 4 of 5  ·  95 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 36.7%
Industrials 14.0%
Healthcare 11.2%
Financial Services 10.7%
Communication Services 10.4%
Consumer Cyclical 10.3%
Energy 3.3%
Consumer Defensive 2.3%
Basic Materials 0.5%
Utilities 0.5%