Hm Payson & Co Top Holdings and 13F Report (2025)

About Hm Payson & Co

Investment Activity

Hm Payson & Co has $5.70 billion in total holdings as of March 31, 2025.
Hm Payson & Co owns shares of 1,036 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
Approximately 4.05% of the portfolio was purchased this quarter.
About 3.33% of the portfolio was sold this quarter.
This quarter, Hm Payson & Co has purchased 1,034 new stocks and bought additional shares in 223 stocks.
Hm Payson & Co sold shares of 250 stocks and completely divested from 61 stocks this quarter.

Largest Holdings

Apple: $395,873,256
Microsoft: $312,844,763
Broadcom: $240,056,112
Alphabet: $227,139,919
NVIDIA: $170,119,667

Largest New Holdings this Quarter

49177J102 - Kenvue: $123,857 Holding
92206C870 - Vanguard Intermediate-Term Corporate Bond ETF: $116,100 Holding
92206C706 - Vanguard Intermediate-Term Treasury Index ETF: $109,178 Holding
861896108 - StoneX Group: $97,385 Holding
925652109 - VICI Properties: $85,073 Holding

Largest Purchases this Quarter

Microsoft: 52,373 shares (about $19.66M)
iShares iBonds Dec 2026 Term Treasury ETF: 701,673 shares (about $16.10M)
DOMINOS PIZZA INC: 31,070 shares (about $14.28M)
iShares iBonds Dec 2026 Term Corporate ETF: 537,517 shares (about $13.01M)
JPMorgan Chase & Co.: 50,664 shares (about $12.43M)

Largest Sales this Quarter

Otis Worldwide: 460,933 shares (about $47.57M)
Tyler Technologies: 61,862 shares (about $35.97M)
Adobe: 52,463 shares (about $20.12M)
Broadcom: 94,432 shares (about $15.81M)
D.R. Horton: 99,927 shares (about $12.70M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$395,873,256	$1,749,052 ▲	0.4%	1,782,169	6.9%	Computer and Technology
MSFT Microsoft	$312,844,763	$19,660,300 ▲	6.7%	833,386	5.5%	Computer and Technology
AVGO Broadcom	$240,056,112	$15,810,750 ▼	-6.2%	1,433,770	4.2%	Computer and Technology
GOOG Alphabet	$227,139,919	$1,496,995 ▲	0.7%	1,453,882	4.0%	Computer and Technology
NVDA NVIDIA	$170,119,667	$1,527,292 ▲	0.9%	1,569,658	3.0%	Computer and Technology
AMZN Amazon.com	$165,537,619	$12,035,658 ▲	7.8%	870,060	2.9%	Retail/Wholesale
V Visa	$143,199,219	$92,872 ▼	-0.1%	408,604	2.5%	Business Services
MA Mastercard	$135,418,030	$509,202 ▲	0.4%	247,060	2.4%	Business Services
ABBV AbbVie	$128,174,944	$827,185 ▼	-0.6%	611,755	2.2%	Medical
BRK.B Berkshire Hathaway	$128,047,418	$688,092 ▼	-0.5%	240,429	2.2%	Finance
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$122,408,306	$11,860,561 ▲	10.7%	5,459,782	2.1%	Manufacturing
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$108,135,235	$16,096,378 ▲	17.5%	4,713,829	1.9%	Manufacturing
IBTF iShares iBonds Dec 2025 Term Treasury ETF	$105,576,659	$8,871,719 ▲	9.2%	4,517,615	1.9%	Manufacturing
LHX L3Harris Technologies	$105,306,290	$7,381,521 ▲	7.5%	503,112	1.8%	Aerospace
META Meta Platforms	$104,222,774	$3,558,433 ▲	3.5%	180,830	1.8%	Computer and Technology
ACN Accenture	$102,143,032	$3,351,003 ▲	3.4%	327,339	1.8%	Computer and Technology
HD Home Depot	$96,537,908	$111,047 ▲	0.1%	263,412	1.7%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$93,707,092	$12,427,884 ▲	15.3%	382,010	1.6%	Finance
AME AMETEK	$92,506,658	$1,210,488 ▲	1.3%	537,392	1.6%	Computer and Technology
AZO AutoZone	$88,183,956	$743,477 ▲	0.9%	23,129	1.5%	Retail/Wholesale
TMO Thermo Fisher Scientific	$87,431,462	$4,430,638 ▲	5.3%	175,706	1.5%	Medical
LAM RESEARCH CORP	$84,362,449	$1,026,902 ▲	1.2%	1,160,402	1.5%	COM NEW
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$82,686,065	$6,174,575 ▲	8.1%	3,287,717	1.5%	ETF
GOOGL Alphabet	$77,560,134	$451,703 ▼	-0.6%	501,553	1.4%	Computer and Technology
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$77,460,825	$10,634,316 ▲	15.9%	3,203,508	1.4%	ETF
ASML ASML	$70,216,359	$4,682,813 ▲	7.1%	105,966	1.2%	Computer and Technology
AMGN Amgen	$67,921,227	$3,617,418 ▲	5.6%	218,010	1.2%	Medical
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$66,717,077	$13,013,288 ▲	24.2%	2,755,765	1.2%	ETF
MCD McDonald's	$62,517,650	$1,492,190 ▼	-2.3%	200,140	1.1%	Retail/Wholesale
SPGI S&P Global	$61,787,199	$764,185 ▲	1.3%	121,604	1.1%	Business Services
TJX TJX Companies	$60,438,005	$228,862 ▼	-0.4%	496,207	1.1%	Retail/Wholesale
HUBB Hubbell	$59,814,741	$9,503,091 ▲	18.9%	180,758	1.0%	Industrials
JNJ Johnson & Johnson	$59,734,718	$1,728,384 ▼	-2.8%	360,195	1.0%	Medical
CDW CDW	$57,513,351	$445,201 ▼	-0.8%	358,876	1.0%	Computer and Technology
MPC Marathon Petroleum	$54,196,016	$2,920,942 ▲	5.7%	371,995	1.0%	Energy
LOW Lowe's Companies	$54,120,252	$3,030,587 ▲	5.9%	232,047	0.9%	Retail/Wholesale
ABT Abbott Laboratories	$51,923,977	$149,099 ▼	-0.3%	391,436	0.9%	Medical
AON AON	$51,744,408	$563,914 ▲	1.1%	129,656	0.9%	Finance
CAT Caterpillar	$51,406,253	$8,716,614 ▲	20.4%	155,871	0.9%	Industrials
XOM Exxon Mobil	$51,385,693	$7,757,698 ▲	17.8%	432,066	0.9%	Energy
PG Procter & Gamble	$38,654,786	$558,466 ▼	-1.4%	226,821	0.7%	Consumer Staples
ORCL Oracle	$36,166,899	$31,877 ▲	0.1%	258,686	0.6%	Computer and Technology
TYL Tyler Technologies	$36,129,901	$417,438 ▼	-1.1%	62,144	0.6%	Computer and Technology
GD General Dynamics	$35,960,378	$354,626 ▼	-1.0%	131,926	0.6%	Aerospace
CVX Chevron	$35,368,308	$2,753,917 ▼	-7.2%	211,420	0.6%	Energy
SPY SPDR S&P 500 ETF Trust	$33,859,392	$6,155 ▼	0.0%	60,510	0.6%	Finance
NVT nVent Electric	$32,192,501	$349,379 ▲	1.1%	614,126	0.6%	Computer and Technology
BRK.A Berkshire Hathaway	$30,340,782	$798,442 ▲	2.7%	38	0.5%	Finance
SPLG SPDR Portfolio S&P 500 ETF	$29,517,890	$3,907,657 ▲	15.3%	448,873	0.5%	ETF
DHR Danaher	$28,679,542	$536,076 ▼	-1.8%	139,900	0.5%	Medical
UNH UnitedHealth Group	$25,530,781	$1,889,171 ▼	-6.9%	48,746	0.4%	Medical
WMT Walmart	$24,904,443	$40,998 ▲	0.2%	283,682	0.4%	Retail/Wholesale
RTX RTX	$24,872,755	$134,182 ▼	-0.5%	187,776	0.4%	Aerospace
DHI D.R. Horton	$23,172,027	$12,703,742 ▼	-35.4%	182,270	0.4%	Construction
AXP American Express	$21,726,782	$1,006,781 ▼	-4.4%	80,754	0.4%	Finance
NXPI NXP Semiconductors	$21,551,541	$2,341,166 ▼	-9.8%	113,393	0.4%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$20,196,130	$1,003,518 ▲	5.2%	116,586	0.4%	ETF
CMI Cummins	$19,707,762	$202,481 ▲	1.0%	62,876	0.3%	Auto/Tires/Trucks
AFL Aflac	$19,639,653	$201,476 ▼	-1.0%	176,632	0.3%	Finance
MRK Merck & Co., Inc.	$18,934,353	$9,530,368 ▼	-33.5%	210,944	0.3%	Medical
IBM International Business Machines	$18,824,807	$24,120 ▲	0.1%	75,705	0.3%	Computer and Technology
PH Parker-Hannifin	$17,926,105	$608 ▼	0.0%	29,491	0.3%	Industrials
LLY Eli Lilly and Company	$17,625,060	$170,965 ▼	-1.0%	21,340	0.3%	Medical
DOV Dover	$17,537,565	$897,723 ▲	5.4%	99,827	0.3%	Industrials
BAC Bank of America	$17,169,544	$5,845,158 ▲	51.6%	411,444	0.3%	Finance
PEP PepsiCo	$17,055,707	$788,836 ▼	-4.4%	113,750	0.3%	Consumer Staples
TXN Texas Instruments	$14,749,162	$207,373 ▼	-1.4%	82,077	0.3%	Computer and Technology
DE Deere & Company	$14,584,404	$251,115 ▼	-1.7%	31,072	0.3%	Industrials
DOMINOS PIZZA INC	$14,289,044	$14,275,260 ▲	103,566.7%	31,100	0.3%	COM
CSCO Cisco Systems	$13,688,993	$144,833 ▼	-1.0%	221,828	0.2%	Computer and Technology
PFE Pfizer	$13,325,915	$982,357 ▼	-6.9%	525,884	0.2%	Medical
ADP Automatic Data Processing	$12,854,260	$98,686 ▼	-0.8%	42,072	0.2%	Business Services
TSM Taiwan Semiconductor Manufacturing	$12,284,308	$50,630 ▼	-0.4%	74,002	0.2%	Computer and Technology
BDX Becton, Dickinson and Company	$11,840,112	$128,045 ▼	-1.1%	51,690	0.2%	Medical
OTIS Otis Worldwide	$11,049,353	$47,568,452 ▼	-81.2%	107,067	0.2%	Construction
SUSA iShares MSCI USA ESG Select ETF	$10,256,904	$135,777 ▲	1.3%	89,291	0.2%	ETF
VGSH Vanguard Short-Term Treasury Index ETF	$10,065,159	$332,244 ▲	3.4%	171,497	0.2%	ETF
CSX CSX	$10,007,962	$166,633 ▼	-1.6%	340,060	0.2%	Transportation
FI Fiserv	$9,645,192	$46,816 ▼	-0.5%	43,677	0.2%	Business Services
IDXX IDEXX Laboratories	$9,178,008	$71,392 ▼	-0.8%	21,855	0.2%	Medical
IEI iShares 3-7 Year Treasury Bond ETF	$8,376,717		0.0%	70,908	0.1%	ETF
HPQ HP	$7,525,098	$1,536,769 ▼	-17.0%	271,762	0.1%	Computer and Technology
AMT American Tower	$7,379,034	$43,520 ▲	0.6%	33,911	0.1%	Finance
VTI Vanguard Total Stock Market ETF	$7,202,163	$2,890,759 ▲	67.0%	26,205	0.1%	ETF
SHW Sherwin-Williams	$7,108,811	$54,124 ▼	-0.8%	20,358	0.1%	Basic Materials
KO Coca-Cola	$6,924,366	$104,422 ▲	1.5%	96,682	0.1%	Consumer Staples
INTU Intuit	$6,625,567	$42,979 ▼	-0.6%	10,791	0.1%	Computer and Technology
PM Philip Morris International	$6,582,217	$666,507 ▼	-9.2%	41,468	0.1%	Consumer Staples
CL Colgate-Palmolive	$6,421,368	$159,009 ▼	-2.4%	68,531	0.1%	Consumer Staples
MDLZ Mondelez International	$6,360,125	$335,790 ▼	-5.0%	93,738	0.1%	Consumer Staples
BX Blackstone	$6,287,025	$74,503 ▲	1.2%	44,978	0.1%	Finance
SPYV SPDR Portfolio S&P 500 Value ETF	$6,227,743		0.0%	121,945	0.1%	ETF
APD Air Products and Chemicals	$6,054,709	$88,476 ▼	-1.4%	20,530	0.1%	Basic Materials
ITW Illinois Tool Works	$5,925,963	$60,763 ▼	-1.0%	23,894	0.1%	Industrials
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$5,863,787	$304,822 ▼	-4.9%	152,663	0.1%	ETF
WEX WEX	$5,739,396	$3,968,995 ▼	-40.9%	36,552	0.1%	Business Services
TRV Travelers Companies	$5,664,205	$40,198 ▼	-0.7%	21,418	0.1%	Finance
BMY Bristol-Myers Squibb	$5,654,632	$314,404 ▼	-5.3%	92,714	0.1%	Medical
BILS SPDR Bloomberg 3-12 Month T-Bill ETF	$5,618,102	$39,796 ▼	-0.7%	56,469	0.1%	ETF
CARR Carrier Global	$5,603,501	$88,443 ▼	-1.6%	88,383	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Hm Payson & Co Top Holdings and 13F Report (2025)

About Hm Payson & Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Hm Payson & Co Top Holdings and 13F Report (2025)

About Hm Payson & Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHm Payson & Co

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools