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HM Payson & Co

Q3 2025 Holdings

Filed 2025-10-17 | 1513 holdings | $7.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ryan Specialty Holdings Inc(RYAN)CL A78351F107$5.6K1000.0%
Stmicroelectronics N V(STM)NY REGISTRY861012102$5.7K2000.0%
Pegasystems Inc(PEGA)COM705573103$5.8K1000.0%
Figma Inc(FIG)CLASS A COM STK316841105$5.8K1120.0%
Prothena Corp PLC(PRTA)SHSG72800108$5.9K6000.0%
Firefly Aerospace Inc(FLY)COM31816X106$5.9K2000.0%
Energy Vault Holdings Inc(NRGV)COM29280W109$5.9K2,0000.0%
Edgewell Pers Care Co(EPC)COM28035Q102$6.1K3000.0%
International Paper Co(IP)COM460146103$6.4K1370.0%
Emera Inc(EMA)COM290876101$6.4K1340.0%
Bigbear AI Hldgs Inc(BBAI)COM08975B109$6.5K1,0000.0%
Lithium Argentina AG(LAR)COM SHSH5012F103$6.6K1,9800.0%
Unitil Corp(UTL)COM913259107$6.8K1420.0%
Wisdomtree Inc(WT)COM97717P104$7.0K5000.0%
Voyager Therapeutics Inc(VYGR)COM92915B106$7.0K1,5000.0%
NNN REIT Inc(NNN)COM637417106$7.0K1650.0%
Ishares TR(AGZ)AGENCY BOND ETF464288166$7.1K640.0%
Uranium Energy Corp(UEC)COM916896103$7.1K5310.0%
Honda Motor LTD(HMC)ADR ECH CNV IN 3438128308$7.1K2310.0%
Ally Finl Inc(ALLY)COM02005N100$7.2K1830.0%
Vanguard Index FDS(VXF)EXTEND MKT ETF922908652$7.3K350.0%
Vontier Corporation(VNT)COM928881101$7.4K1760.0%
Global X FDS(LIT)LITHIUM BTRY ETF37954Y855$7.5K1320.0%
NU Hldgs LTD(NU)ORD SHS CL AG6683N103$8.0K5000.0%
Annaly Capital Management in(NLY)COM NEW035710839$8.1K4000.0%
Lamb Weston Hldgs Inc(LW)COM513272104$8.2K1410.0%
Quantumscape Corp(QS)COM CL A74767V109$8.3K6720.0%
Life Time Group Holdings Inc(LTH)COMMON STOCK53190C102$8.3K3000.0%
Morgan Stanley ETF Trust(EVTR)EATON VANCE TOTA61774R841$8.3K1620.0%
Joby Aviation Inc(JOBY)COMMON STOCKG65163100$8.5K5270.0%
Celsius Hldgs Inc(CELH)COM NEW15118V207$8.6K1500.0%
General Mtrs Co(GM)COM37045V100$9.1K1500.0%
Aaon Inc(AAON)COM PAR $0.004000360206$9.3K1000.0%
Atlassian Corporation(TEAM)CL A049468101$9.6K600.0%
Monster Beverage Corp New(MNST)COM61174X109$9.7K1440.0%
Cleveland-Cliffs Inc New(CLF)COM185899101$9.8K8000.0%
Ishares TR(IBHG)IBONDS 2027 TERM46436E478$10.0K4440.0%
Ishares TR(IBHE)IBONDS 25 TRM HG46435U168$10.0K4310.0%
Ishares TR(IBHH)IBONDS 28 TR HI46436E387$10.0K4200.0%
Ishares TR(IBHJ)IBONDS 2030 TERM46436E122$10.1K3770.0%
Vanguard BD Index FDS(BSV)SHORT TRM BOND921937827$10.4K1320.0%
Ishares TR(IBHI)IBONDS 29 TR HI46436E379$10.6K4460.0%
Axon Enterprise Inc(AXON)COM05464C101$10.8K150.0%
Natera Inc(NTRA)COM632307104$10.8K670.0%
Smucker J M Co(SJM)COM NEW832696405$10.9K1000.0%
Exact Sciences Corp(EXAS)COM30063P105$10.9K2000.0%
Select Sector Spdr TR(XLY)SBI CONS DISCR81369Y407$11.0K460.0%
Ishares TR(TIP)TIPS BD ETF464287176$11.1K1000.0%
Goodyear Tire & Rubr Co(GT)COM382550101$11.5K1,5410.0%
Organon & Co(OGN)COMMON STOCK68622V106$11.7K1,0910.0%
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