Hm Payson & Co Top Holdings and 13F Report (2026) About Hm Payson & CoInvestment ActivityHm Payson & Co has $7.54 billion in total holdings as of June 30, 2026.Hm Payson & Co owns shares of 1,139 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 8.37% of the portfolio was purchased this quarter.About 6.05% of the portfolio was sold this quarter.This quarter, Hm Payson & Co has purchased 1,124 new stocks and bought additional shares in 208 stocks.Hm Payson & Co sold shares of 266 stocks and completely divested from 42 stocks this quarter.Largest Holdings Apple $481,932,006Broadcom $414,837,907Alphabet $394,439,810Microsoft $353,856,146LAM RESEARCH CORP $351,425,793 Largest New Holdings this Quarter 438516205 - HONEYWELL INTL INC $13,039,405 Holding43849R105 - HONEYWELL AEROSPACE INC $12,718,844 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $339,158 HoldingG93A5A101 - VIKING HOLDINGS LTD $324,582 Holding26614N201 - DUPONT DE NEMOURS INC $295,515 Holding Largest Purchases this Quarter NVIDIA 1,738,193 shares (about $347.80M)Eaton 44,466 shares (about $18.95M)Parker-Hannifin 18,155 shares (about $17.76M)Deere & Company 24,438 shares (about $15.50M)Morgan Stanley 62,846 shares (about $13.14M) Largest Sales this Quarter iShares Core Dividend Growth ETF 776,853 shares (about $58.88M)Caterpillar 53,259 shares (about $56.72M)AON 87,493 shares (about $29.02M)Accenture 173,294 shares (about $21.56M)JPMorgan Chase & Co. 58,438 shares (about $19.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHm Payson & Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$481,932,006$7,898,082 ▼-1.6%1,665,5106.4%TechnologyAVGOBroadcom$414,837,907$9,237,122 ▼-2.2%1,098,1815.5%TechnologyGOOGAlphabet$394,439,810$4,264,338 ▼-1.1%1,116,3505.2%Communication ServicesMSFTMicrosoft$353,856,146$1,003,424 ▼-0.3%948,6254.7%TechnologyLAM RESEARCH CORP$351,425,793$13,983,556 ▼-3.8%810,9894.7%COM NEWNVDANVIDIA$348,295,387$347,795,162 ▲69,527.7%1,740,6934.6%TechnologyAMZNAmazon.com$214,600,759$3,187,319 ▼-1.5%900,3982.8%Consumer DiscretionaryASMLASML$171,814,212$1,513,966 ▼-0.9%86,3632.3%TechnologyVEAVanguard FTSE Developed Markets ETF$157,193,194$11,882,786 ▲8.2%2,206,2212.1%ETFABBVAbbVie$150,188,078$1,226,745 ▼-0.8%596,8372.0%HealthcareIBTHiShares iBonds Dec 2027 Term Treasury ETF$147,897,920$3,249,712 ▼-2.2%6,611,4402.0%ETFGOOGLAlphabet$142,302,903$10,019,222 ▼-6.6%398,1951.9%Communication ServicesJPMJPMorgan Chase & Co.$138,594,931$19,128,484 ▼-12.1%423,4111.8%FinanceAMEAMETEK$132,082,165$1,947,615 ▼-1.5%545,9301.8%TechnologyIBTGiShares iBonds Dec 2026 Term Treasury ETF$129,496,852$5,742,392 ▼-4.2%5,657,3541.7%ETFMAMastercard$112,555,759$4,693,782 ▲4.4%219,1511.5%FinanceLHXL3Harris Technologies$107,885,049$824,695 ▼-0.8%371,2621.4%IndustrialsBRK.BBerkshire Hathaway$104,016,057$2,675,585 ▼-2.5%207,8701.4%FinanceIBDRiShares iBonds Dec 2026 Term Corporate ETF$101,434,485$101,596 ▼-0.1%4,186,3181.3%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$100,572,056$454,222 ▲0.5%4,152,4381.3%ETFJNJJohnson & Johnson$99,482,193$9,152,812 ▲10.1%391,7091.3%HealthcareTJXTJX Companies$94,131,068$8,647,760 ▲10.1%621,3281.2%Consumer DiscretionaryHDHome Depot$90,564,615$3,468,252 ▲4.0%256,7901.2%Consumer DiscretionaryDGROiShares Core Dividend Growth ETF$90,051,172$58,877,686 ▼-39.5%1,188,1671.2%ETFMETAMeta Platforms$87,454,819$11,495,636 ▼-11.6%155,2571.2%Communication ServicesTMOThermo Fisher Scientific$82,117,896$10,470,922 ▼-11.3%163,7901.1%HealthcareIBDTiShares iBonds Dec 2028 Term Corporate ETF$80,158,882$5,915,596 ▲8.0%3,174,6091.1%ETFNVTnVent Electric$72,793,131$1,117,053 ▼-1.5%429,1791.0%IndustrialsIBDUiShares iBonds Dec 2029 Term Corporate ETF$72,776,540$7,293,919 ▲11.1%3,142,3371.0%ETFVVisa$69,495,890$4,050,173 ▲6.2%202,5590.9%FinanceLLYEli Lilly and Company$64,309,037$2,901,439 ▼-4.3%53,6160.9%HealthcareSPLGSPDR Portfolio S&P 500 ETF$61,276,764$3,166,930 ▲5.4%697,2780.8%ETFAMGNAmgen$60,772,953$1,180,877 ▲2.0%167,8250.8%HealthcareCATCaterpillar$59,640,631$56,715,358 ▼-48.7%56,0060.8%IndustrialsIBDViShares iBonds Dec 2030 Term Corporate ETF$59,438,021$5,931,867 ▲11.1%2,726,5150.8%ETFAZOAutoZone$59,066,450$2,278,670 ▼-3.7%18,4820.8%Consumer DiscretionaryMPCMarathon Petroleum$58,147,709$4,539,670 ▼-7.2%227,4330.8%EnergyISHARES TR$54,143,259$5,480,986 ▲11.3%2,149,8220.7%IBOND 1 5 YR ETFHUBBHubbell$53,246,548$2,758,832 ▼-4.9%101,7710.7%IndustrialsSPGIS&P Global$49,124,954$3,628,252 ▼-6.9%120,6240.7%FinanceMCDMcDonald's$48,593,538$3,116,128 ▼-6.0%179,7700.6%Consumer DiscretionaryORCLOracle$47,743,707$12,656,807 ▲36.1%325,7840.6%TechnologyISHARES TR$47,697,994$8,718,716 ▲22.4%1,899,9400.6%IBONDS 1-5 YR TRDHRDanaher$47,570,848$5,798,020 ▼-10.9%249,7420.6%HealthcareCVXChevron$47,351,726$10,424,789 ▲28.2%285,6650.6%EnergyPHParker-Hannifin$43,938,510$17,757,923 ▲67.8%44,9210.6%IndustrialsXOMExxonMobil$43,712,830$4,754,714 ▲12.2%319,7250.6%EnergyCMICummins$41,549,021$1,216,744 ▼-2.8%58,2560.6%IndustrialsGDGeneral Dynamics$41,307,834$3,798,861 ▼-8.4%116,6100.5%IndustrialsAXPAmerican Express$38,572,021$11,976,086 ▲45.0%114,0340.5%FinanceDEDeere & Company$34,910,431$15,502,355 ▲79.9%55,0330.5%IndustrialsETNEaton$34,078,559$18,947,873 ▲125.2%79,9740.5%IndustrialsRTXRTX$32,329,262$3,096,586 ▼-8.7%170,3960.4%IndustrialsLOWLowe's Companies$32,191,607$3,894,523 ▼-10.8%146,0000.4%Consumer DiscretionaryABTAbbott Laboratories$32,169,937$1,432,693 ▼-4.3%354,5290.4%HealthcarePGProcter & Gamble$30,207,038$2,282,006 ▼-7.0%205,9950.4%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$28,761,437$4,026,039 ▼-12.3%135,1760.4%ETFBRK.ABerkshire Hathaway$28,456,3000.0%380.4%FinanceSPYSPDR S&P 500 ETF Trust$28,317,977$12,842,412 ▼-31.2%37,9200.4%ETFWALMART INC$27,387,892$1,872,077 ▼-6.4%241,8140.4%COMIBTIiShares iBonds Dec 2028 Term Treasury ETF$26,230,335$3,030,680 ▲13.1%1,184,7480.3%ETFTSMTaiwan Semiconductor Manufacturing$25,536,444$120,347 ▼-0.5%53,4720.3%TechnologyCSCOCisco Systems$23,912,306$1,701,058 ▼-6.6%203,5780.3%TechnologyIBTKiShares iBonds Dec 2030 Term Treasury ETF$23,520,855$9,789,036 ▲71.3%1,203,7280.3%ETFMRKMerck & Co., Inc.$22,154,148$2,227,417 ▼-9.1%172,4060.3%HealthcareDHID.R. Horton$21,610,571$248,718 ▼-1.1%132,6780.3%Consumer DiscretionaryIBTJiShares iBonds Dec 2029 Term Treasury ETF$20,807,243$4,103,366 ▲24.6%961,0740.3%ETFAPHAmphenol$20,670,686$9,050,809 ▲77.9%117,2300.3%TechnologyIBMInternational Business Machines$20,210,563$668,717 ▼-3.2%71,8700.3%TechnologyTXNTexas Instruments$19,994,656$831,322 ▼-4.0%67,0800.3%TechnologySUSAiShares MSCI USA ESG Select ETF$19,761,256$5,651,253 ▼-22.2%128,0700.3%ETFDOVDover$19,115,845$1,225,242 ▼-6.0%85,2320.3%IndustrialsGOVTiShares U.S. Treasury Bond ETF$17,499,0040.0%768,1740.2%ETFMSCIMSCI$17,483,050$761,107 ▼-4.2%31,2170.2%FinanceBACBank of America$16,737,561$4,878,807 ▼-22.6%293,7440.2%FinanceTYLTyler Technologies$15,803,369$1,628,417 ▼-9.3%54,0360.2%TechnologyCSXCSX$15,297,951$86,980 ▼-0.6%321,8590.2%IndustrialsMSMorgan Stanley$15,123,899$13,137,383 ▲661.3%72,3490.2%FinanceAFLAflac$15,046,151$1,640,567 ▼-9.8%128,3250.2%FinancePEPPepsiCo$14,244,595$677,276 ▼-4.5%105,2030.2%Consumer StaplesNFLXNetflix$13,861,948$7,618,591 ▲122.0%194,1450.2%Communication ServicesCSLCarlisle Companies$13,523,683$11,838,709 ▼-46.7%37,2810.2%IndustrialsSGOViShares 0-3 Month Treasury Bond ETF$13,334,429$7,357,457 ▲123.1%132,4570.2%ETFHONEYWELL INTL INC$13,039,405$13,039,405 ▲New Holding58,2380.2%COMHONEYWELL AEROSPACE INC$12,718,844$12,718,844 ▲New Holding57,5310.2%COMIDXXIDEXX Laboratories$11,950,257$151,616 ▲1.3%22,7000.2%HealthcareINTUIntuit$11,825,504$829,727 ▼-6.6%45,3080.2%TechnologyVIGVanguard Dividend Appreciation ETF$11,715,159$504,005 ▼-4.1%49,5100.2%ETFAONAON$11,524,570$29,020,556 ▼-71.6%34,7450.2%FinanceACNAccenture$11,092,678$21,564,651 ▼-66.0%89,1410.1%TechnologyPFEPfizer$10,915,549$281,134 ▼-2.5%453,3030.1%HealthcareGEGE Aerospace$10,395,184$649,162 ▲6.7%27,8150.1%IndustrialsCRMSalesforce$10,236,423$5,750,703 ▼-36.0%65,3360.1%TechnologyVGSHVanguard Short-Term Treasury ETF$9,705,550$550,921 ▼-5.4%166,7620.1%ETFVWOVanguard FTSE Emerging Markets ETF$9,293,145$656,710 ▲7.6%155,6900.1%ETFIJRiShares Core S&P Small-Cap ETF$8,963,027$1,636,464 ▲22.3%60,4340.1%ETFVTIVanguard Total Stock Market ETF$8,807,616$28,863 ▼-0.3%23,8020.1%ETFADPAutomatic Data Processing$8,179,551$1,128,260 ▼-12.1%36,5240.1%IndustrialsNEENextEra Energy$8,036,560$2,645,910 ▲49.1%91,5640.1%UtilitiesPMPhilip Morris International$8,012,686$1,067,550 ▼-11.8%44,2910.1%Consumer StaplesShowing largest 100 holdings. 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