Hm Payson & Co Top Holdings and 13F Report (2026)

About Hm Payson & Co

Investment Activity

Hm 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 ∞ 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: $481,932,006
Broadcom: $414,837,907
Alphabet: $394,439,810
Microsoft: $353,856,146
LAM RESEARCH CORP: $351,425,793

Largest New Holdings this Quarter

438516205 - HONEYWELL INTL INC: $13,039,405 Holding
43849R105 - HONEYWELL AEROSPACE INC: $12,718,844 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $339,158 Holding
G93A5A101 - VIKING HOLDINGS LTD: $324,582 Holding
26614N201 - 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

Southwest Airlines: 11 shares (about $∞T)
Vanguard Total World Stock ETF: 37 shares (about $∞T)
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)

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	$481,932,006	$7,898,082 â–¼	-1.6%	1,665,510	6.4%	Computer and Technology
AVGO Broadcom	$414,837,907	$9,237,122 â–¼	-2.2%	1,098,181	5.5%	Computer and Technology
GOOG Alphabet	$394,439,810	$4,264,338 â–¼	-1.1%	1,116,350	5.2%	Computer and Technology
MSFT Microsoft	$353,856,146	$1,003,424 â–¼	-0.3%	948,625	4.7%	Computer and Technology
LAM RESEARCH CORP	$351,425,793	$13,983,556 â–¼	-3.8%	810,989	4.7%	COM NEW
NVDA NVIDIA	$348,295,387	$347,795,162 â–²	69,527.7%	1,740,693	4.6%	Computer and Technology
AMZN Amazon.com	$214,600,759	$3,187,319 â–¼	-1.5%	900,398	2.8%	Retail/Wholesale
ASML ASML	$171,814,212	$1,513,966 â–¼	-0.9%	86,363	2.3%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$157,193,194	$11,882,786 â–²	8.2%	2,206,221	2.1%	ETF
ABBV AbbVie	$150,188,078	$1,226,745 â–¼	-0.8%	596,837	2.0%	Medical
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$147,897,920	$3,249,712 â–¼	-2.2%	6,611,440	2.0%	Manufacturing
GOOGL Alphabet	$142,302,903	$10,019,222 â–¼	-6.6%	398,195	1.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$138,594,931	$19,128,484 â–¼	-12.1%	423,411	1.8%	Finance
AME AMETEK	$132,082,165	$1,947,615 â–¼	-1.5%	545,930	1.8%	Computer and Technology
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$129,496,852	$5,742,392 â–¼	-4.2%	5,657,354	1.7%	Manufacturing
MA Mastercard	$112,555,759	$4,693,782 â–²	4.4%	219,151	1.5%	Business Services
LHX L3Harris Technologies	$107,885,049	$824,695 â–¼	-0.8%	371,262	1.4%	Aerospace
BRK.B Berkshire Hathaway	$104,016,057	$2,675,585 â–¼	-2.5%	207,870	1.4%	Finance
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$101,434,485	$101,596 â–¼	-0.1%	4,186,318	1.3%	ETF
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$100,572,056	$454,222 â–²	0.5%	4,152,438	1.3%	ETF
JNJ Johnson & Johnson	$99,482,193	$9,152,812 â–²	10.1%	391,709	1.3%	Medical
TJX TJX Companies	$94,131,068	$8,647,760 â–²	10.1%	621,328	1.2%	Retail/Wholesale
HD Home Depot	$90,564,615	$3,468,252 â–²	4.0%	256,790	1.2%	Retail/Wholesale
DGRO iShares Core Dividend Growth ETF	$90,051,172	$58,877,686 â–¼	-39.5%	1,188,167	1.2%	ETF
META Meta Platforms	$87,454,819	$11,495,636 â–¼	-11.6%	155,257	1.2%	Computer and Technology
TMO Thermo Fisher Scientific	$82,117,896	$10,470,922 â–¼	-11.3%	163,790	1.1%	Medical
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$80,158,882	$5,915,596 â–²	8.0%	3,174,609	1.1%	ETF
NVT nVent Electric	$72,793,131	$1,117,053 â–¼	-1.5%	429,179	1.0%	Computer and Technology
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$72,776,540	$7,293,919 â–²	11.1%	3,142,337	1.0%	ETF
V Visa	$69,495,890	$4,050,173 â–²	6.2%	202,559	0.9%	Business Services
LLY Eli Lilly and Company	$64,309,037	$2,901,439 â–¼	-4.3%	53,616	0.9%	Medical
SPLG SPDR Portfolio S&P 500 ETF	$61,276,764	$3,166,930 â–²	5.4%	697,278	0.8%	ETF
AMGN Amgen	$60,772,953	$1,180,877 â–²	2.0%	167,825	0.8%	Medical
CAT Caterpillar	$59,640,631	$56,715,358 â–¼	-48.7%	56,006	0.8%	Industrials
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$59,438,021	$5,931,867 â–²	11.1%	2,726,515	0.8%	ETF
AZO AutoZone	$59,066,450	$2,278,670 â–¼	-3.7%	18,482	0.8%	Retail/Wholesale
MPC Marathon Petroleum	$58,147,709	$4,539,670 â–¼	-7.2%	227,433	0.8%	Energy
ISHARES TR	$54,143,259	$5,480,986 â–²	11.3%	2,149,822	0.7%	IBOND 1 5 YR ETF
HUBB Hubbell	$53,246,548	$2,758,832 â–¼	-4.9%	101,771	0.7%	Industrials
SPGI S&P Global	$49,124,954	$3,628,252 â–¼	-6.9%	120,624	0.7%	Finance
MCD McDonald's	$48,593,538	$3,116,128 â–¼	-6.0%	179,770	0.6%	Retail/Wholesale
ORCL Oracle	$47,743,707	$12,656,807 â–²	36.1%	325,784	0.6%	Computer and Technology
ISHARES TR	$47,697,994	$8,718,716 â–²	22.4%	1,899,940	0.6%	IBONDS 1-5 YR TR
DHR Danaher	$47,570,848	$5,798,020 â–¼	-10.9%	249,742	0.6%	Medical
CVX Chevron	$47,351,726	$10,424,789 â–²	28.2%	285,665	0.6%	Energy
PH Parker-Hannifin	$43,938,510	$17,757,923 â–²	67.8%	44,921	0.6%	Industrials
XOM ExxonMobil	$43,712,830	$4,754,714 â–²	12.2%	319,725	0.6%	Energy
CMI Cummins	$41,549,021	$1,216,744 â–¼	-2.8%	58,256	0.6%	Auto/Tires/Trucks
GD General Dynamics	$41,307,834	$3,798,861 â–¼	-8.4%	116,610	0.5%	Aerospace
AXP American Express	$38,572,021	$11,976,086 â–²	45.0%	114,034	0.5%	Finance
DE Deere & Company	$34,910,431	$15,502,355 â–²	79.9%	55,033	0.5%	Industrials
ETN Eaton	$34,078,559	$18,947,873 â–²	125.2%	79,974	0.5%	Industrials
RTX RTX	$32,329,262	$3,096,586 â–¼	-8.7%	170,396	0.4%	Aerospace
LOW Lowe's Companies	$32,191,607	$3,894,523 â–¼	-10.8%	146,000	0.4%	Retail/Wholesale
ABT Abbott Laboratories	$32,169,937	$1,432,693 â–¼	-4.3%	354,529	0.4%	Medical
PG Procter & Gamble	$30,207,038	$2,282,006 â–¼	-7.0%	205,995	0.4%	Consumer Staples
RSP Invesco S&P 500 Equal Weight ETF	$28,761,437	$4,026,039 â–¼	-12.3%	135,176	0.4%	ETF
BRK.A Berkshire Hathaway	$28,456,300		0.0%	38	0.4%	Finance
SPY SPDR S&P 500 ETF Trust	$28,317,977	$12,842,412 â–¼	-31.2%	37,920	0.4%	Finance
WALMART INC	$27,387,892	$1,872,077 â–¼	-6.4%	241,814	0.4%	COM
IBTI iShares iBonds Dec 2028 Term Treasury ETF	$26,230,335	$3,030,680 â–²	13.1%	1,184,748	0.3%	Manufacturing
TSM Taiwan Semiconductor Manufacturing	$25,536,444	$120,347 â–¼	-0.5%	53,472	0.3%	Computer and Technology
CSCO Cisco Systems	$23,912,306	$1,701,058 â–¼	-6.6%	203,578	0.3%	Computer and Technology
IBTK iShares iBonds Dec 2030 Term Treasury ETF	$23,520,855	$9,789,036 â–²	71.3%	1,203,728	0.3%	Manufacturing
MRK Merck & Co., Inc.	$22,154,148	$2,227,417 â–¼	-9.1%	172,406	0.3%	Medical
DHI D.R. Horton	$21,610,571	$248,718 â–¼	-1.1%	132,678	0.3%	Construction
IBTJ iShares iBonds Dec 2029 Term Treasury ETF	$20,807,243	$4,103,366 â–²	24.6%	961,074	0.3%	Manufacturing
APH Amphenol	$20,670,686	$9,050,809 â–²	77.9%	117,230	0.3%	Computer and Technology
IBM International Business Machines	$20,210,563	$668,717 â–¼	-3.2%	71,870	0.3%	Computer and Technology
TXN Texas Instruments	$19,994,656	$831,322 â–¼	-4.0%	67,080	0.3%	Computer and Technology
SUSA iShares MSCI USA ESG Select ETF	$19,761,256	$5,651,253 â–¼	-22.2%	128,070	0.3%	ETF
DOV Dover	$19,115,845	$1,225,242 â–¼	-6.0%	85,232	0.3%	Industrials
GOVT iShares U.S. Treasury Bond ETF	$17,499,004		0.0%	768,174	0.2%	ETF
MSCI MSCI	$17,483,050	$761,107 â–¼	-4.2%	31,217	0.2%	Finance
BAC Bank of America	$16,737,561	$4,878,807 â–¼	-22.6%	293,744	0.2%	Finance
TYL Tyler Technologies	$15,803,369	$1,628,417 â–¼	-9.3%	54,036	0.2%	Computer and Technology
CSX CSX	$15,297,951	$86,980 â–¼	-0.6%	321,859	0.2%	Transportation
MS Morgan Stanley	$15,123,899	$13,137,383 â–²	661.3%	72,349	0.2%	Finance
AFL Aflac	$15,046,151	$1,640,567 â–¼	-9.8%	128,325	0.2%	Finance
PEP PepsiCo	$14,244,595	$677,276 â–¼	-4.5%	105,203	0.2%	Consumer Staples
NFLX Netflix	$13,861,948	$7,618,591 â–²	122.0%	194,145	0.2%	Consumer Discretionary
CSL Carlisle Companies	$13,523,683	$11,838,709 â–¼	-46.7%	37,281	0.2%	Multi-Sector Conglomerates
SGOV iShares 0-3 Month Treasury Bond ETF	$13,334,429	$7,357,457 â–²	123.1%	132,457	0.2%	ETF
HONEYWELL INTL INC	$13,039,405	$13,039,405 â–²	New Holding	58,238	0.2%	COM
HONEYWELL AEROSPACE INC	$12,718,844	$12,718,844 â–²	New Holding	57,531	0.2%	COM
IDXX IDEXX Laboratories	$11,950,257	$151,616 â–²	1.3%	22,700	0.2%	Medical
INTU Intuit	$11,825,504	$829,727 â–¼	-6.6%	45,308	0.2%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$11,715,159	$504,005 â–¼	-4.1%	49,510	0.2%	ETF
AON AON	$11,524,570	$29,020,556 â–¼	-71.6%	34,745	0.2%	Finance
ACN Accenture	$11,092,678	$21,564,651 â–¼	-66.0%	89,141	0.1%	Computer and Technology
PFE Pfizer	$10,915,549	$281,134 â–¼	-2.5%	453,303	0.1%	Medical
GE GE Aerospace	$10,395,184	$649,162 â–²	6.7%	27,815	0.1%	Aerospace
CRM Salesforce	$10,236,423	$5,750,703 â–¼	-36.0%	65,336	0.1%	Computer and Technology
VGSH Vanguard Short-Term Treasury ETF	$9,705,550	$550,921 â–¼	-5.4%	166,762	0.1%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$9,293,145	$656,710 â–²	7.6%	155,690	0.1%	ETF
IJR iShares Core S&P Small-Cap ETF	$8,963,027	$1,636,464 â–²	22.3%	60,434	0.1%	ETF
VTI Vanguard Total Stock Market ETF	$8,807,616	$28,863 â–¼	-0.3%	23,802	0.1%	ETF
ADP Automatic Data Processing	$8,179,551	$1,128,260 â–¼	-12.1%	36,524	0.1%	Computer and Technology
NEE NextEra Energy	$8,036,560	$2,645,910 â–²	49.1%	91,564	0.1%	Utilities
PM Philip Morris International	$8,012,686	$1,067,550 â–¼	-11.8%	44,291	0.1%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Hm Payson & Co Top Holdings and 13F Report (2026)

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

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Hm Payson & Co Top Holdings and 13F Report (2026)

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