§ 13F · FUND PROFILE
HM PAYSON & CO.
AUM · $7.5B (13F)Positions · 1604Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$28M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 1.53M | $442M | 5.9% | −2% |
| 2 | AVGO | BROADCOM INC | 1.00M | $379M | 5.0% | −2% |
| 3 | GOOG | ALPHABET INC | 1.01M | $356M | 4.7% | −1% |
| 4 | MSFT | MICROSOFT CORP | 874K | $326M | 4.3% | ±0% |
| 5 | LRCX | LAM RESEARCH CORP | 735K | $318M | 4.2% | −4% |
| 6 | NVDA | NVIDIA CORPORATION | 1.58M | $316M | 4.2% | +2% |
| 7 | AMZN | AMAZON COM INC | 815K | $194M | 2.6% | −1% |
| 8 | ASML | ASML HLDG NV | 78K | $155M | 2.1% | −1% |
| 9 | GOOGL | ALPHABET INC | 379K | $135M | 1.8% | −7% |
| 10 | ABBV | ABBVIE INC | 532K | $134M | 1.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HM SIGNAL
AC read
HM PAYSON & CO is a Other fund managing $7.5 billion in assets. The fund runs a massive portfolio of 1,604 positions.
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