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HM Payson & Co

Q1 2026 Holdings

Filed 2026-04-13 | 1600 holdings | $6.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Eagle Matls Inc(EXP)COM26969P108$400.1K2,1120.0%
Agnico Eagle Mines LTD(AEM)COM008474108$407.6K2,0080.0%
Hartford Insurance Group Inc(HIG)COM416515104$409.3K3,0270.0%
Mongodb Inc(MDB)CL A60937P106$409.7K1,6740.0%
Kroger Co(KR)COM501044101$411.4K5,6850.0%
First Bancorp Inc ME(FNLC)COM31866P102$415.1K14,8090.0%
Servicenow Inc(NOW)COM81762P102$417.0K3,9890.0%
Zimmer Biomet Holdings Inc(ZBH)COM98956P102$422.2K4,6690.0%
Motorola Solutions Inc(MSI)COM NEW620076307$422.3K9730.0%
First TR Exchange-Traded ALP(FYX)COM SHS33734Y109$422.5K3,5400.0%
Qnity Electronics Inc(Q)COMMON STOCK74743L100$428.2K3,7110.0%
Dell Technologies Inc(DELL)CL C24703L202$433.6K2,6420.0%
Everpure Inc(PSTG)CL A74624M102$442.8K7,5000.0%
Vanguard Index FDS(VB)SMALL CP ETF922908751$444.5K1,6970.0%
Boston Scientific Corp(BSX)COM101137107$456.2K7,2700.0%
Ishares TR(MUB)NATIONAL MUN ETF464288414$457.7K4,3120.0%
Select Sector Spdr TR(XLF)STATE STREET FIN81369Y605$461.1K9,3390.0%
Amcor PLC(AMCR)COM NEWG0250X149$464.2K11,6780.0%
Ishares TR(EFA)MSCI EAFE ETF464287465$465.1K4,7890.0%
Ishares TR(EEM)MSCI EMG MKT ETF464287234$466.1K8,2080.0%
Nucor Corp(NUE)COM670346105$467.1K2,7620.0%
Curtiss Wright Corp(CW)COM231561101$474.1K6960.0%
PNC Finl Svcs Group Inc(PNC)COM693475105$479.9K2,3060.0%
United Parcel Svcs Inc(UPS)CL B911312106$481.4K4,8930.0%
Williams COS Inc(WMB)COM969457100$488.1K6,7070.0%
Cintas Corp(CTAS)COM172908105$500.3K2,9580.0%
HP Inc(HPQ)COM40434L105$506.5K26,3680.0%
Ishares TR(DSI)ESG MSCI KLD 400464288570$509.0K4,2000.0%
Price T Rowe Group Inc(TROW)COM74144T108$510.2K5,6600.0%
World Gold TR(GLDM)SPDR GLD MINIS98149E303$510.8K5,5110.0%
US Bancorp(USB)COM NEW902973304$529.6K10,1820.0%
Edwards Lifesciences Corp(EW)COM28176E108$530.2K6,6210.0%
Prologis Inc.(PLD)COM74340W103$534.5K4,0440.0%
Ingersoll Rand Inc(IR)COM45687V106$538.9K6,7260.0%
Corteva Inc(CTVA)COM22052L104$541.2K6,4650.0%
Mettler Toledo International(MTD)COM592688105$542.3K4300.0%
Canadian Natl RY Co(CNI)COM136375102$548.4K5,3360.0%
Arista Networks Inc(ANET)COM SHS040413205$551.9K4,4950.0%
Uber Technologies Inc(UBER)COM90353T100$565.0K7,8550.0%
Fedex Corp(FDX)COM31428X106$565.3K1,5870.0%
Ishares Silver TR(SLV)ISHARES46428Q109$573.9K8,4220.0%
Ishares TR(IWV)RUSSELL 3000 ETF464287689$574.6K1,5500.0%
Zoetis Inc(ZTS)CL A98978V103$580.8K4,9130.0%
Watts Water Technologies Inc(WTS)CL A942749102$581.7K2,0040.0%
Vertiv Holdings Co(VRT)COM CL A92537N108$582.1K2,3230.0%
Corning Inc(GLW)COM219350105$582.9K4,2870.0%
Emcor Group Inc(EME)COM29084Q100$585.5K7930.0%
CME Group Inc(CME)COM12572Q105$585.7K1,9830.0%
Labcorp Holdings Inc(LH)COM SHS504922105$590.7K2,2140.0%
American Intl Group Inc(AIG)COM NEW026874784$591.2K7,8570.0%
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