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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 11 of 57  ·  1,124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FANG DIAMONDBACK ENERGY INC Energy 6,799.0 $1.3M 0.02% -269.0 -3.8% $197.79 +1.6%
202 BLK BLACKROCK INC Financial Services 1,377.0 $1.3M 0.02% -55.0 -3.8% $961.71 +10.6%
203 ED CONSOLIDATED EDISON INC Utilities 11,646.0 $1.3M 0.02% +450.0 +4.0% $113.18 -5.1%
204 VIOO VANGUARD ADMIRAL FDS INC 11,199.0 $1.3M 0.02% $114.83 +9.7%
205 IRM IRON MTN INC DEL Real Estate 12,526.0 $1.3M 0.02% $102.14 +24.7%
206 PPG PPG INDS INC Basic Materials 11,928.0 $1.3M 0.02% $106.88 -2.3%
207 ADI ANALOG DEVICES INC Technology 3,874.0 $1.2M 0.02% $318.14 +20.8%
208 NXPI NXP SEMICONDUCTORS N V Technology 6,226.0 $1.2M 0.02% -403.0 -6.1% $196.86 +52.1%
209 WRB BERKLEY W R CORP Financial Services 18,104.0 $1.2M 0.02% $66.28 +3.0%
210 UNH UNITEDHEALTH GROUP INC Healthcare 4,386.0 $1.2M 0.02% -203.0 -4.4% $270.60 +41.7%
211 D DOMINION ENERGY INC Utilities 19,112.0 $1.2M 0.02% $61.82 +10.5%
212 TD TORONTO DOMINION BK ONT Financial Services 12,599.0 $1.2M 0.02% $93.31 +17.4%
213 CAC CAMDEN NATL CORP Financial Services 24,255.0 $1.2M 0.02% -1K -4.7% $47.45 +4.2%
214 SHEL SHELL PLC Energy 11,980.0 $1.1M 0.02% -2K -13.1% $93.00 -6.8%
215 DEO DIAGEO PLC Consumer Defensive 14,801.0 $1.1M 0.02% -12K -45.6% $74.45 +15.5%
216 TEL TE CONNECTIVITY PLC Technology 5,179.0 $1.1M 0.02% +2K +47.5% $209.02 -3.6%
217 HGER HARBOR ETF TRUST 34,592.0 $1.1M 0.01% -5K -13.5% $31.01 +3.8%
218 TGT TARGET CORP Consumer Defensive 8,821.0 $1.1M 0.01% -258.0 -2.8% $121.20 +0.9%
219 IWB ISHARES TR 2,972.0 $1.1M 0.01% +700.0 +30.8% $356.56 +13.6%
220 SDCI USCF ETF TR 38,811.0 $1.1M 0.01% -6K -13.4% $27.24 +4.7%
Page 11 of 57  ·  1,124 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%