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HM Payson & Co

Q3 2020 Holdings

Filed 2020-12-21 | 1049 holdings | $169.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Geron Corp(GERN)COM374163103$13400.0%
Postal Realty Trust Inc(PSTL)CL A73757R102$1410.0%
Potlatchdeltic Corporation(PCH)COM737630103$1350.0%
LTC Pptys Inc(LTC)COM502175102$1330.0%
SL Green Rlty CorpCOM78440X101$1130.0%
Grubhub IncCOM400110102$1200.0%
Laredo Petroleum Inc(8LP1)COM516806205$11000.0%
Hdfc Bank LTD(HDB)SPONSORED ADS40415F101$1190.0%
Halliburton Co(HAL)COM406216101$11090.0%
Virgin Galactic Holdings Inc(IPOAGBP)COM92766K106$1300.0%
LAS Vegas Sands Corp(LVS)COM517834107$1230.0%
Vornado Rlty TR(VNO)SH BEN INT929042109$1170.0%
GAN LTDORD SHSG3728V109$1520.0%
Inovio Pharmaceuticals IncCOM NEW45773H201$1720.0%
Avalara Inc(AVLRUSD)COM05338G106$1100.0%
China Mobile LimitedSPONSORED ADR16941M109$1340.0%
American Campus Cmntys Inc(ACCUSD)COM024835100$1170.0%
Championx Corporation(APY1EUR)COM15872M104$1660.0%
Apartment Invt & Mgmt Co(AIVEUR)CL A03748R754$1400.0%
Aphria Inc(APH1EUR)COM03765K104$12300.0%
Dermtech Inc(DMTKQ)COM24984K105$11250.0%
Coresite Rlty Corp(COR1EUR)COM21870Q105$170.0%
EPR Pptys(EPR)COM SH BEN INT26884U109$1290.0%
EQT Corp(EQT)COM26884L109$1720.0%
Signature BK New York N Y(SBNY)COM82669G104$2240.0%
Hill ROM Hldgs Inc(HRC)COM431475102$2180.0%
Invitation Homes Inc(INVH)COM46187W107$2630.0%
Vale S A(VALE)SPONSORED ADS91912E105$21750.0%
Himax Technologies Inc(HIMX)SPONSORED ADR43289P106$25400.0%
M D C Hldgs Inc(MDC1USD)COM552676108$2380.0%
Hyatt Hotels Corp(H)COM CL A448579102$2350.0%
Gaming & Leisure Pptys Inc(GLPI)COM36467J108$2490.0%
Steelcase Inc(GJB)CL A858155203$22000.0%
Teledyne Technologies Inc(TDY)COM879360105$270.0%
Inari MED Inc(NARIUSD)COM45332Y109$2240.0%
Sunpower Corp(SPWRQ)COM867652406$21900.0%
Tiffany & Co New(TIFEUR)COM886547108$2210.0%
Yandex N V(NBIS)SHS CLASS AN97284108$2290.0%
Total SE(TTEN)SPONSORED ADS89151E109$2710.0%
Nordstrom Inc(JWNUSD)COM655664100$22000.0%
Zillow Group Inc(Z)CL C CAP STK98954M200$2210.0%
Twitter Inc(TWTRUSD)COM90184L102$2500.0%
Leggett & Platt Inc(LEG)COM524660107$2460.0%
Taubman Ctrs Inc(TCO)COM876664103$2510.0%
Cubesmart(CUBE)COM229663109$2490.0%
UBS Group AG(UBS)SHSH42097107$22240.0%
Equity Lifestyle Pptys Inc(ELS)COM29472R108$2300.0%
United NAT Foods Inc(UNFI)COM911163103$21590.0%
Agree Realty Corp(ADC)COM008492100$2280.0%
RIO Tinto PLC(RIO)SPONSORED ADR767204100$2320.0%
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