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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 23 of 57  ·  1,124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 HYG ISHARES TR 2,350.0 $187K 0.00% $79.56 +0.4%
442 HL HECLA MINING COMPANY Basic Materials 10,000.0 $186K 0.00% $18.63 -7.1%
443 VTV VANGUARD INDEX FDS 949.0 $186K 0.00% -17.0 -1.8% $196.20 +6.5%
444 ASA ASA GOLD AND PRECIOUS MTLS L Financial Services 3,000.0 $186K 0.00% -500.0 -14.3% $62.03 -1.6%
445 EXR EXTRA SPACE STORAGE INC Real Estate 1,419.0 $186K 0.00% $131.13 +9.7%
446 TSCO TRACTOR SUPPLY CO Consumer Cyclical 4,090.0 $185K 0.00% $45.30 -30.0%
447 BSCR INVESCO EXCH TRD SLF IDX FD 9,404.0 $185K 0.00% -2K -18.4% $19.63 -0.1%
448 VFC V F CORP Consumer Cyclical 10,816.0 $184K 0.00% -100.0 -0.9% $16.99 -4.6%
449 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,385.0 $182K 0.00% -156.0 -6.1% $76.16 +10.9%
450 IJJ ISHARES TR 1,367.0 $181K 0.00% $132.50 +5.6%
451 EWY ISHARES INC 1,455.0 $179K 0.00% NEW $123.01 +51.5%
452 TRGP TARGA RES CORP Energy 712.0 $179K 0.00% $250.73 +8.0%
453 APTIV PLC 2,560.0 $178K 0.00% $69.44
454 QTEC FIRST TR EXCHANGE-TRADED FD 815.0 $176K 0.00% $215.98 +38.7%
455 HYCROFT MINING HOLDING CORP 5,000.0 $176K 0.00% -5K -50.0% $35.20
456 TOST TOAST INC Technology 6,554.0 $174K 0.00% -188.0 -2.8% $26.51 -12.0%
457 WTFC WINTRUST FINL CORP Financial Services 1,250.0 $174K 0.00% -200.0 -13.8% $138.94 +7.8%
458 IJK ISHARES TR 1,712.0 $172K 0.00% $100.62 +10.2%
459 WY WEYERHAEUSER CO Real Estate 6,979.0 $170K 0.00% +2K +33.3% $24.43 -4.9%
460 ESLT ELBIT SYS LTD Industrials 200.0 $170K 0.00% -14.0 -6.5% $849.09 -10.1%
Page 23 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%