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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 47 of 57  ·  1,124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 200.0 $9K -100.0 -33.3% $46.42 +3.1%
922 LASE LASER PHOTONICS CORP Industrials 9,250.0 $9K NEW $1.00 -10.0%
923 AVAV AEROVIRONMENT INC Industrials 50.0 $9K NEW $183.06 -10.9%
924 WLKP WESTLAKE CHEM PARTNERS LP Basic Materials 411.0 $9K $22.09 +1.3%
925 DBV TECHNOLOGIES S A 420.0 $9K NEW $20.89
926 ETH GRAYSCALE ETHEREUM STAKING Financial Services 427.0 $8K $19.86 +2.4%
927 HSIC SCHEIN HENRY INC Healthcare 114.0 $8K -275.0 -70.7% $73.70 -0.3%
928 VGK VANGUARD INTL EQUITY INDEX F 101.0 $8K +57.0 +129.6% $82.34 +7.8%
929 AAON AAON INC Industrials 100.0 $8K $82.75 +60.0%
930 DIBS 1STDIBS COM INC Consumer Cyclical 1,500.0 $8K $5.50 -19.1%
931 TDC TERADATA CORP DEL Technology 316.0 $8K +100.0 +46.3% $25.63 +29.1%
932 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 300.0 $8K $26.94 +22.3%
933 APLS APELLIS PHARMACEUTICALS INC Healthcare 200.0 $8K NEW $40.23 +2.0%
934 AI C3 AI INC Technology 941.0 $8K $8.42 +10.8%
935 WRN WESTERN COPPER & GOLD CORP Basic Materials 3,050.0 $8K NEW $2.53 +6.7%
936 AFRM AFFIRM HLDGS INC Technology 163.0 $7K -90.0 -35.6% $45.82 +46.6%
937 UTL UNITIL CORP Utilities 142.0 $7K $52.25 -1.8%
938 VBR VANGUARD INDEX FDS 34.0 $7K -485.0 -93.5% $217.26 +6.2%
939 BURU NUBURU INC Industrials 41,500.0 $7K NEW $0.18 +4.6%
940 VXF VANGUARD INDEX FDS 35.0 $7K $205.80 +11.1%
Page 47 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%