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

About Hm Payson & Co

Investment Activity

Hm Payson & Co has $6.93 billion in total holdings as of March 31, 2026.
Hm Payson & Co owns shares of 1,125 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
Approximately 12.54% of the portfolio was purchased this quarter.
About 7.01% of the portfolio was sold this quarter.
This quarter, Hm Payson & Co has purchased 1,145 new stocks and bought additional shares in 229 stocks.
Hm Payson & Co sold shares of 301 stocks and completely divested from 115 stocks this quarter.

Largest Holdings

Apple: $429,617,109
Microsoft: $352,148,208
Broadcom: $347,466,508
Alphabet: $323,698,538
NVIDIA: $298,028,825

Largest New Holdings this Quarter

46429B267 - iShares U.S. Treasury Bond ETF: $17,598,867 Holding
G0593M107 - AstraZeneca: $4,731,495 Holding
46435U853 - iShares Broad USD High Yield Corporate Bond ETF: $2,162,907 Holding
092528504 - iShares AAA CLO Active ETF: $1,506,637 Holding
46436E486 - iShares iBonds Dec 2031 Term Corporate ETF: $604,877 Holding

Largest Purchases this Quarter

NVIDIA: 1,704,681 shares (about $297.30M)
iShares Core Dividend Growth ETF: 1,778,800 shares (about $124.84M)
Vanguard FTSE Developed Markets ETF: 1,780,871 shares (about $114.12M)
ISHARES TR: 1,302,924 shares (about $32.90M)
Salesforce: 97,036 shares (about $18.11M)

Largest Sales this Quarter

Visa: 201,649 shares (about $60.95M)
LAM RESEARCH CORP: 278,086 shares (about $59.42M)
Broadcom: 106,206 shares (about $32.87M)
Hubbell: 42,372 shares (about $20.79M)
Apple: 71,728 shares (about $18.20M)

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	$429,617,109	$18,203,855 â–¼	-4.1%	1,692,805	6.2%	Computer and Technology
MSFT Microsoft	$352,148,208	$9,458,582 â–²	2.8%	951,315	5.1%	Computer and Technology
AVGO Broadcom	$347,466,508	$32,871,825 â–¼	-8.6%	1,122,634	5.0%	Computer and Technology
GOOG Alphabet	$323,698,538	$14,615,242 â–¼	-4.3%	1,128,419	4.7%	Computer and Technology
NVDA NVIDIA	$298,028,825	$297,296,345 â–²	40,587.6%	1,708,881	4.3%	Computer and Technology
AMZN Amazon.com	$190,311,013	$2,623,576 â–¼	-1.4%	913,771	2.7%	Retail/Wholesale
LAM RESEARCH CORP	$180,170,782	$59,415,876 â–¼	-24.8%	843,259	2.6%	COM NEW
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$151,553,029	$15,086,755 â–¼	-9.1%	6,756,711	2.2%	Manufacturing
JPM JPMorgan Chase & Co.	$141,740,708	$3,928,213 â–²	2.9%	481,849	2.0%	Finance
DGRO iShares Core Dividend Growth ETF	$137,905,105	$124,836,185 â–²	955.2%	1,965,020	2.0%	ETF
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$135,386,933	$14,910,608 â–¼	-9.9%	5,908,223	2.0%	Manufacturing
ABBV AbbVie	$130,866,311	$1,926,743 â–²	1.5%	601,712	1.9%	Medical
VEA Vanguard FTSE Developed Markets ETF	$130,687,669	$114,118,243 â–²	688.7%	2,039,445	1.9%	ETF
LHX L3Harris Technologies	$129,120,708	$13,744,228 â–¼	-9.6%	374,100	1.9%	Aerospace
GOOGL Alphabet	$122,567,096	$6,621,362 â–¼	-5.1%	426,231	1.8%	Computer and Technology
AME AMETEK	$118,751,216	$2,863,851 â–¼	-2.4%	553,980	1.7%	Computer and Technology
ASML ASML	$115,075,688	$13,302,044 â–¼	-10.4%	87,124	1.7%	Computer and Technology
MA Mastercard	$104,934,295	$13,978,948 â–¼	-11.8%	210,012	1.5%	Business Services
BRK.B Berkshire Hathaway	$102,173,547	$1,761,539 â–¼	-1.7%	213,217	1.5%	Finance
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$101,577,993	$2,245,618 â–¼	-2.2%	4,190,511	1.5%	ETF
META Meta Platforms	$100,503,109	$9,576,302 â–²	10.5%	175,665	1.4%	Computer and Technology
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$100,200,504	$2,541,079 â–¼	-2.5%	4,133,684	1.4%	ETF
TMO Thermo Fisher Scientific	$90,773,251	$13,805,104 â–¼	-13.2%	184,675	1.3%	Medical
TJX TJX Companies	$90,110,235	$14,365,812 â–²	19.0%	564,247	1.3%	Retail/Wholesale
JNJ Johnson & Johnson	$86,939,996	$578,345 â–²	0.7%	355,670	1.3%	Medical
HD Home Depot	$81,221,211	$2,306,830 â–²	2.9%	246,956	1.2%	Retail/Wholesale
CAT Caterpillar	$77,410,172	$10,754,463 â–¼	-12.2%	109,265	1.1%	Industrials
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$74,478,516	$16,467,415 â–²	28.4%	2,940,328	1.1%	ETF
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$65,765,348	$15,471,064 â–²	30.8%	2,827,401	0.9%	ETF
AZO AutoZone	$64,836,627	$11,950,611 â–¼	-15.6%	19,195	0.9%	Retail/Wholesale
MPC Marathon Petroleum	$59,870,174	$14,108,947 â–¼	-19.1%	245,189	0.9%	Energy
MCD McDonald's	$59,453,684	$2,227,749 â–¼	-3.6%	191,298	0.9%	Retail/Wholesale
AMGN Amgen	$57,901,944	$3,400,636 â–²	6.2%	164,564	0.8%	Medical
V Visa	$57,653,347	$60,946,244 â–¼	-51.4%	190,754	0.8%	Business Services
SPGI S&P Global	$55,095,751	$2,233,468 â–²	4.2%	129,533	0.8%	Finance
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$53,727,057	$17,544,791 â–²	48.5%	2,454,411	0.8%	ETF
DHR Danaher	$53,122,253	$8,496,155 â–²	19.0%	280,181	0.8%	Medical
HUBB Hubbell	$52,530,690	$20,793,603 â–¼	-28.4%	107,044	0.8%	Industrials
ACN Accenture	$52,038,182	$3,574,967 â–¼	-6.4%	262,435	0.8%	Computer and Technology
NVT nVent Electric	$51,542,289	$15,868,801 â–¼	-23.5%	435,765	0.7%	Computer and Technology
LLY Eli Lilly and Company	$51,539,417	$8,873,039 â–²	20.8%	56,035	0.7%	Medical
SPLG SPDR Portfolio S&P 500 ETF	$50,611,365	$3,885,016 â–¼	-7.1%	661,241	0.7%	ETF
ISHARES TR	$48,787,102	$17,485,071 â–²	55.9%	1,932,193	0.7%	IBONDS 1-5 YR CO
XOM ExxonMobil	$48,344,259	$9,169,101 â–¼	-15.9%	284,948	0.7%	Energy
CVX Chevron	$46,091,824	$8,728,675 â–²	23.4%	222,774	0.7%	Energy
GD General Dynamics	$43,703,561	$144,496 â–¼	-0.3%	127,334	0.6%	Aerospace
AON AON	$39,455,935	$879,574 â–¼	-2.2%	122,238	0.6%	Finance
ISHARES TR	$39,202,239	$32,897,007 â–²	521.7%	1,552,650	0.6%	IBONDS 1-5 YR TR
LOW Lowe's Companies	$38,670,332	$1,586,149 â–²	4.3%	163,663	0.6%	Retail/Wholesale
ABT Abbott Laboratories	$38,020,599	$698,157 â–¼	-1.8%	370,318	0.5%	Medical
RTX RTX	$36,017,738	$378,470 â–²	1.1%	186,717	0.5%	Aerospace
SPY SPDR S&P 500 ETF Trust	$35,844,803	$3,636,703 â–²	11.3%	55,117	0.5%	Finance
ORCL Oracle	$35,221,004	$1,173,499 â–¼	-3.2%	239,419	0.5%	Computer and Technology
CMI Cummins	$32,260,887	$159,793 â–¼	-0.5%	59,962	0.5%	Auto/Tires/Trucks
WALMART INC	$32,106,877	$2,273,455 â–¼	-6.6%	258,343	0.5%	COM
PG Procter & Gamble	$32,001,673	$375,255 â–²	1.2%	221,557	0.5%	Consumer Staples
RSP Invesco S&P 500 Equal Weight ETF	$29,574,481	$9,615,382 â–¼	-24.5%	154,098	0.4%	ETF
BRK.A Berkshire Hathaway	$27,289,320		0.0%	38	0.4%	Finance
PH Parker-Hannifin	$23,962,329	$1,343,774 â–¼	-5.3%	26,766	0.3%	Industrials
AXP American Express	$23,783,422	$71,990 â–¼	-0.3%	78,628	0.3%	Finance
IBTI iShares iBonds Dec 2028 Term Treasury ETF	$23,349,488	$9,557,291 â–²	69.3%	1,047,861	0.3%	Manufacturing
CSL Carlisle Companies	$23,325,778	$2,920,852 â–¼	-11.1%	69,917	0.3%	Multi-Sector Conglomerates
HON Honeywell International	$23,196,998	$3,765,884 â–¼	-14.0%	102,628	0.3%	Multi-Sector Conglomerates
MRK Merck & Co., Inc.	$22,823,873	$272,097 â–²	1.2%	189,740	0.3%	Medical
SUSA iShares MSCI USA ESG Select ETF	$21,756,208	$1,701,052 â–¼	-7.3%	164,695	0.3%	ETF
INTU Intuit	$20,964,916	$16,295,188 â–²	349.0%	48,487	0.3%	Computer and Technology
TYL Tyler Technologies	$20,407,218	$95,866 â–¼	-0.5%	59,604	0.3%	Computer and Technology
CRM Salesforce	$19,047,916	$18,113,636 â–²	1,938.8%	102,041	0.3%	Computer and Technology
DOV Dover	$18,905,454	$3,552,837 â–¼	-15.8%	90,695	0.3%	Industrials
BAC Bank of America	$18,494,148	$872,772 â–¼	-4.5%	379,367	0.3%	Finance
DHI D.R. Horton	$18,415,619	$697,490 â–¼	-3.6%	134,205	0.3%	Construction
TSM Taiwan Semiconductor Manufacturing	$18,155,899	$1,632,287 â–¼	-8.2%	53,724	0.3%	Computer and Technology
IBM International Business Machines	$17,996,974	$2,882,017 â–¼	-13.8%	74,248	0.3%	Computer and Technology
GOVT iShares U.S. Treasury Bond ETF	$17,598,867	$17,598,867 â–²	New Holding	768,174	0.3%	ETF
MSCI MSCI	$17,558,685	$7,166,095 â–²	69.0%	32,576	0.3%	Finance
DE Deere & Company	$17,234,963	$2,105,713 â–¼	-10.9%	30,595	0.2%	Industrials
PEP PepsiCo	$17,113,833	$216,010 â–¼	-1.2%	110,205	0.2%	Consumer Staples
CSCO Cisco Systems	$16,919,323	$767,445 â–²	4.8%	218,060	0.2%	Computer and Technology
IBTJ iShares iBonds Dec 2029 Term Treasury ETF	$16,852,793	$8,013,280 â–²	90.7%	771,542	0.2%	Manufacturing
AFL Aflac	$15,613,590	$61,438 â–¼	-0.4%	142,317	0.2%	Finance
IBTK iShares iBonds Dec 2030 Term Treasury ETF	$13,858,310	$8,393,838 â–²	153.6%	702,754	0.2%	Manufacturing
TXN Texas Instruments	$13,564,275	$178,608 â–¼	-1.3%	69,869	0.2%	Computer and Technology
CSX CSX	$13,287,427	$19,909 â–¼	-0.1%	323,689	0.2%	Transportation
PFE Pfizer	$13,056,583	$141,720 â–²	1.1%	464,978	0.2%	Medical
ETN Eaton	$12,700,065	$4,155,741 â–²	48.6%	35,508	0.2%	Industrials
IDXX IDEXX Laboratories	$12,593,152	$346,126 â–²	2.8%	22,412	0.2%	Medical
CDW CDW	$12,085,540	$5,495,276 â–¼	-31.3%	99,864	0.2%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$11,105,706	$6,676,542 â–¼	-37.5%	51,640	0.2%	ETF
VGSH Vanguard Short-Term Treasury ETF	$10,316,388	$348,137 â–²	3.5%	176,228	0.1%	ETF
ADP Automatic Data Processing	$8,444,568	$18,896 â–¼	-0.2%	41,562	0.1%	Computer and Technology
NFLX Netflix	$8,407,504	$6,017,708 â–²	251.8%	87,442	0.1%	Consumer Discretionary
APH Amphenol	$8,326,519	$7,345,658 â–²	748.9%	65,900	0.1%	Computer and Technology
PM Philip Morris International	$8,298,747	$212,627 â–¼	-2.5%	50,192	0.1%	Consumer Staples
VWO Vanguard FTSE Emerging Markets ETF	$7,820,412	$3,107,237 â–²	65.9%	144,688	0.1%	ETF
VTI Vanguard Total Stock Market ETF	$7,661,072	$5,133 â–²	0.1%	23,880	0.1%	ETF
GE GE Aerospace	$7,400,096	$391,032 â–²	5.6%	26,078	0.1%	Aerospace
KO CocaCola	$7,012,115	$178,489 â–¼	-2.5%	92,204	0.1%	Consumer Staples
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$6,948,684	$704 â–²	0.0%	207,176	0.1%	ETF
BMY Bristol Myers Squibb	$6,910,626	$274,686 â–²	4.1%	113,942	0.1%	Medical
PSX Phillips 66	$6,854,342	$827,097 â–¼	-10.8%	37,624	0.1%	Energy

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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Advanced Stock Screeners and Research Tools

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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