Hm Payson & CO Portfolio Holdings

Hm Payson & CO

  • $6.76 Billion
  • Q3 2025

Hm Payson & CO has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $6.76 Billion distributed in 1513 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $479M, Apple Inc. with a value of $453M, Broadcom Inc. with a value of $431M, Nvidia Corp with a value of $327M, and Alphabet Inc. with a value of $295M.

Examining the 13F form we can see an increase of $1.16B in the current position value, from $5.6B to 6.76B.

Hm Payson & CO is based out at Portland, ME

Below you can find more details about Hm Payson & CO portfolio as well as his latest detailed transactions.

Portfolio value $6.76 Billion
Technology: $2.13 Billion
ETFs: $1.01 Billion
Financial Services: $792 Million
Industrials: $734 Million
Consumer Cyclical: $655 Million
Communication Services: $561 Million
Healthcare: $552 Million
Energy: $142 Million
Other: $179 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$132B
$2.84 Million 0.04% of portfolio
13,470
Q2 2025 Reduced 1.57%
$193B
$2.91 Million 0.04% of portfolio
6,515
Q2 2025 Added 0.54%
$35.1B
$2.51 Million 0.04% of portfolio
20,150
Q2 2025 Reduced 50.0%
$29.6B
$2.55 Million 0.04% of portfolio
7,655
Q2 2025 Reduced 1.23%
$121B
$2.71 Million 0.04% of portfolio
3,507
Q2 2025 Reduced 3.25%
$49.1B
$3.03 Million 0.04% of portfolio
2,529
Q2 2025 Reduced 7.71%
$65.7B
$2.54 Million 0.04% of portfolio
8,451
Q3 2025 Reduced 42.5%
$42.9B
$2.37 Million 0.04% of portfolio
20,408
Q2 2025 Added 0.74%
$25.7B
$2.93 Million 0.04% of portfolio
19,832
Q3 2025 Reduced 5.05%
$57.9B
$1.9 Million 0.03% of portfolio
8,839
Q2 2025 Added 0.08%
$197B
$2.17 Million 0.03% of portfolio
10,612
Q2 2025 Reduced 1.41%
$4.52B
$1.85 Million 0.03% of portfolio
19,455
Q2 2025 Added 19.25%
$123B
$2.34 Million 0.03% of portfolio
8,277
Q2 2025 Reduced 4.18%
$21.3B
$2.06 Million 0.03% of portfolio
10,827
Q4 2024 Added 1.16%
$193B
$2.3 Million 0.03% of portfolio
20,093
Q2 2025 Added 3.0%
$10.7B
$2.02 Million 0.03% of portfolio
26,566
Q2 2025 Added 3.07%
$283B
$1.7 Million 0.03% of portfolio
13,262
Q2 2025 Reduced 75.4%
$61.4B
$2.29 Million 0.03% of portfolio
11,240
Q3 2025 Reduced 0.3%
$1.29T
$2.34 Million 0.03% of portfolio
5,252
Q2 2025 Added 2.67%
$300B
$2.02 Million 0.03% of portfolio
5,851
Q2 2025 Added 45.34%
$151B
$1.23 Million 0.02% of portfolio
3,490
Q2 2025 Added 19.17%
$62.3B
$1.16 Million 0.02% of portfolio
10,346
Q2 2025 Reduced 8.11%
$47B
$1.33 Million 0.02% of portfolio
2,717
Q2 2025 Added 0.44%
$118B
$1.14 Million 0.02% of portfolio
4,644
Q2 2025 Added 12.66%
$181B
$1.22 Million 0.02% of portfolio
43,087
Q2 2025 Reduced 34.55%
$89.3B
$1.08 Million 0.02% of portfolio
9,896
Q2 2025 Reduced 11.35%
$20.5B
$1.38 Million 0.02% of portfolio
18,033
Q3 2025 Added 3.7%
$20.4B
$1.45 Million 0.02% of portfolio
16,551
Q3 2025 Reduced 0.21%
$528M
$1.32 Million 0.02% of portfolio
54,698
Q3 2024 Reduced 5.2%
$120B
$1.17 Million 0.02% of portfolio
37,110
Q2 2025 Added 0.57%
$36B
$1.13 Million 0.02% of portfolio
11,196
Q2 2025 Reduced 89.32%
$103B
$1.6 Million 0.02% of portfolio
21,269
Q2 2025 Added 1.24%
$26.5B
$1.05 Million 0.02% of portfolio
7,368
Q2 2025 Reduced 3.39%
$50.4B
$1.17 Million 0.02% of portfolio
19,112
Q2 2025 Reduced 52.32%
$96.4B
$1.08 Million 0.02% of portfolio
8,723
Q2 2025 Reduced 9.53%
$73.7B
$1.46 Million 0.02% of portfolio
5,337
Q2 2025 Added 4.31%
$70.2B
$1.16 Million 0.02% of portfolio
37,118
Q2 2025 Reduced 1.34%
$28.1B
$1.15 Million 0.02% of portfolio
22,778
Q2 2025 Added 1.19%
$25.4B
$1.11 Million 0.02% of portfolio
40,727
Q2 2025 Added 6.44%
$143B
$1.65 Million 0.02% of portfolio
49,293
Q2 2025 Added 5.16%
$26.6B
$1.28 Million 0.02% of portfolio
12,526
Q1 2025 Added 2.16%
$128B
$1.4 Million 0.02% of portfolio
14,725
Q2 2025 Added 1.1%
$87.8B
$1.58 Million 0.02% of portfolio
3,326
Q3 2025 Reduced 3.82%
$270B
$1.38 Million 0.02% of portfolio
8,702
Q2 2025 Reduced 2.45%
$51.8B
$1.65 Million 0.02% of portfolio
7,254
Q2 2025 Added 3.28%
$3.73B
$1.08 Million 0.02% of portfolio
18,585
Q2 2025 Added 5.02%
$22.8B
$1.27 Million 0.02% of portfolio
12,106
Q2 2025 Added 7.12%
$15.6B
$1.54 Million 0.02% of portfolio
11,251
Q3 2024 Reduced 2.31%
$47.7B
$1.24 Million 0.02% of portfolio
2,490
Q3 2025 Reduced 1.97%

Summary

  • Portfolio
  • No. of Stocks 1,513
  • Current Value $6.76 Billion
  • Prior Value $5.6 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 149 stocks
  • Additional Purchases 291 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 286 stocks
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