Holders — by stockHoldings — by fund
HM PAYSON & CO
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 928052
$7.54B
disclosed book value
1,139
positions
6.4%
largest position share
Positions, as of 2026-06-30
top 100 of 1,139 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 1.7M | $481.9M | 6.4% |
| 2 | AVGOBROADCOM INC | 1.1M | $414.8M | 5.5% |
| 3 | GOOGALPHABET INC | 1.1M | $394.4M | 5.2% |
| 4 | MSFTMICROSOFT CORP | 948,625 | $353.9M | 4.7% |
| 5 | LRCXLAM RESEARCH CORP | 810,989 | $351.4M | 4.7% |
| 6 | NVDANVIDIA CORPORATION | 1.7M | $348.3M | 4.6% |
| 7 | AMZNAMAZON COM INC | 900,398 | $214.6M | 2.8% |
| 8 | ASML HLDG NV | 86,363 | $171.8M | 2.3% |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 2.2M | $157.2M | 2.1% |
| 10 | ABBVABBVIE INC | 596,837 | $150.2M | 2% |
| 11 | IBTHISHARES TR | 6.6M | $147.9M | 2% |
| 12 | GOOGLALPHABET INC | 398,195 | $142.3M | 1.9% |
| 13 | JPMJPMORGAN CHASE & CO | 423,411 | $138.6M | 1.8% |
| 14 | AMEAMETEK INC | 545,930 | $132.1M | 1.8% |
| 15 | IBTGISHARES TR | 5.7M | $129.5M | 1.7% |
| 16 | MAMASTERCARD INCORPORATED | 219,151 | $112.6M | 1.5% |
| 17 | LHXL3HARRIS TECHNOLOGIES INC | 371,262 | $107.9M | 1.4% |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 207,870 | $104.0M | 1.4% |
| 19 | IBDRISHARES TR | 4.2M | $101.4M | 1.3% |
| 20 | IBDSISHARES TR | 4.2M | $100.6M | 1.3% |
| 21 | JNJJOHNSON & JOHNSON | 391,709 | $99.5M | 1.3% |
| 22 | TJXTJX COS INC NEW | 621,328 | $94.1M | 1.2% |
| 23 | HDHOME DEPOT INC | 256,790 | $90.6M | 1.2% |
| 24 | DGROISHARES TR | 1.2M | $90.1M | 1.2% |
| 25 | METAMETA PLATFORMS INC | 155,257 | $87.5M | 1.2% |
| 26 | TMOTHERMO FISHER SCIENTIFIC INC | 163,790 | $82.1M | 1.1% |
| 27 | IBDTISHARES TR | 3.2M | $80.2M | 1.1% |
| 28 | NVENT ELEC PLC | 429,179 | $72.8M | 1% |
| 29 | IBDUISHARES TR | 3.1M | $72.8M | 1% |
| 30 | VVISA INC | 202,559 | $69.5M | 0.9% |
| 31 | LLYELI LILLY & CO | 53,616 | $64.3M | 0.9% |
| 32 | SPYMSPDR SERIES TRUST | 697,278 | $61.3M | 0.8% |
| 33 | AMGNAMGEN INC | 167,825 | $60.8M | 0.8% |
| 34 | CATCATERPILLAR INC | 56,006 | $59.6M | 0.8% |
| 35 | IBDVISHARES TR | 2.7M | $59.4M | 0.8% |
| 36 | AZOAUTOZONE INC | 18,482 | $59.1M | 0.8% |
| 37 | MPCMARATHON PETE CORP | 227,433 | $58.1M | 0.8% |
| 38 | ISHARES TR | 2.1M | $54.1M | 0.7% |
| 39 | HUBBHUBBELL INC | 101,771 | $53.2M | 0.7% |
| 40 | SPGIS&P GLOBAL INC | 120,624 | $49.1M | 0.7% |
| 41 | MCDMCDONALDS CORP | 179,770 | $48.6M | 0.6% |
| 42 | ORCLORACLE CORP | 325,784 | $47.7M | 0.6% |
| 43 | ISHARES TR | 1.9M | $47.7M | 0.6% |
| 44 | DHRDANAHER CORP DEL | 249,742 | $47.6M | 0.6% |
| 45 | CVXCHEVRON CORPORATION | 285,665 | $47.4M | 0.6% |
| 46 | PHPARKER-HANNIFIN CORP | 44,921 | $43.9M | 0.6% |
| 47 | EXMOCEXXON MOBIL CORP | 319,725 | $43.7M | 0.6% |
| 48 | CMICUMMINS INC | 58,256 | $41.5M | 0.6% |
| 49 | GDGENERAL DYNAMICS CORP | 116,610 | $41.3M | 0.5% |
| 50 | AXPAMERICAN EXPRESS CO | 114,034 | $38.6M | 0.5% |
| 51 | DEDEERE & CO | 55,033 | $34.9M | 0.5% |
| 52 | EATON CORP PLC | 79,974 | $34.1M | 0.5% |
| 53 | RTXRTX CORPORATION | 170,396 | $32.3M | 0.4% |
| 54 | LOWLOWES COS INC | 146,000 | $32.2M | 0.4% |
| 55 | ABTABBOTT LABORATORIES | 354,529 | $32.2M | 0.4% |
| 56 | PGPROCTER & GAMBLE CO | 205,995 | $30.2M | 0.4% |
| 57 | RSPINVESCO EXCHANGE TRADED FD T | 135,176 | $28.8M | 0.4% |
| 58 | BRK/ABERKSHIRE HATHAWAY INC DEL | 38 | $28.5M | 0.4% |
| 59 | SPYSTATE STR SPDR S&P 500 ETF T | 37,920 | $28.3M | 0.4% |
| 60 | WMTWALMART INC | 241,814 | $27.4M | 0.4% |
| 61 | IBTIISHARES TR | 1.2M | $26.2M | 0.3% |
| 62 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 53,472 | $25.5M | 0.3% |
| 63 | CSCOCISCO SYS INC | 203,578 | $23.9M | 0.3% |
| 64 | IBTKISHARES TR | 1.2M | $23.5M | 0.3% |
| 65 | MRKMERCK & CO INC | 172,406 | $22.2M | 0.3% |
| 66 | DHID R HORTON INC | 132,678 | $21.6M | 0.3% |
| 67 | IBTJISHARES TR | 961,074 | $20.8M | 0.3% |
| 68 | APHAMPHENOL CORP | 117,230 | $20.7M | 0.3% |
| 69 | IBMINTERNATIONAL BUSINESS MACHS | 71,870 | $20.2M | 0.3% |
| 70 | TXNTEXAS INSTRS INC | 67,080 | $20.0M | 0.3% |
| 71 | SUSAISHARES TR | 128,070 | $19.8M | 0.3% |
| 72 | DOVDOVER CORP | 85,232 | $19.1M | 0.3% |
| 73 | GOVTISHARES TR | 768,174 | $17.5M | 0.2% |
| 74 | MSCIMSCI INC | 31,217 | $17.5M | 0.2% |
| 75 | BACBANK OF AMER CORP | 293,744 | $16.7M | 0.2% |
| 76 | TYLTYLER TECHNOLOGIES INC | 54,036 | $15.8M | 0.2% |
| 77 | CSXCSX CORP | 321,859 | $15.3M | 0.2% |
| 78 | MSMORGAN STANLEY | 72,349 | $15.1M | 0.2% |
| 79 | AFLAFLAC INC | 128,325 | $15.0M | 0.2% |
| 80 | PEPPEPSICO INC | 105,203 | $14.2M | 0.2% |
| 81 | NFLXNETFLIX INC. | 194,145 | $13.9M | 0.2% |
| 82 | CSLCARLISLE COS INC | 37,281 | $13.5M | 0.2% |
| 83 | SGOVISHARES TR | 132,457 | $13.3M | 0.2% |
| 84 | HONEYWELL INTL INC | 58,238 | $13.0M | 0.2% |
| 85 | HONEYWELL AEROSPACE INC | 57,531 | $12.7M | 0.2% |
| 86 | IDXXIDEXX LABS INC | 22,700 | $12.0M | 0.2% |
| 87 | INTUINTUIT | 45,308 | $11.8M | 0.2% |
| 88 | VIGVANGUARD SPECIALIZED FUNDS | 49,510 | $11.7M | 0.2% |
| 89 | AON PLC | 34,745 | $11.5M | 0.2% |
| 90 | ACCENTURE PLC IRELAND | 89,141 | $11.1M | 0.1% |
| 91 | PFEPFIZER INC | 453,303 | $10.9M | 0.1% |
| 92 | GEGE AEROSPACE | 27,815 | $10.4M | 0.1% |
| 93 | CRMSALESFORCE INC | 65,336 | $10.2M | 0.1% |
| 94 | VGSHVANGUARD SCOTTSDALE FDS | 166,762 | $9.7M | 0.1% |
| 95 | VWOVANGUARD INTL EQUITY INDEX F | 155,690 | $9.3M | 0.1% |
| 96 | IJRISHARES TR | 60,434 | $9.0M | 0.1% |
| 97 | VTIVANGUARD INDEX FDS | 23,802 | $8.8M | 0.1% |
| 98 | ADPAUTOMATIC DATA PROCESSING IN | 36,524 | $8.2M | 0.1% |
| 99 | NEENEXTERA ENERGY INC | 91,564 | $8.0M | 0.1% |
| 100 | PMPHILIP MORRIS INTL INC | 44,291 | $8.0M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.