Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Foyston, Gordon & Payne Inc (CIK 1322853) reported $433.5M across 66 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($28.6M, 6.61%), META ($24.1M, 5.57%), AVGO ($23.6M, 5.45%), GOOGL ($21.0M, 4.84%), PM ($18.3M, 4.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp. | $28.6M | 6.61% | 77,366 | Added |
| 2 | META | Meta Platforms, Inc. | $24.1M | 5.57% | 42,187 | Added |
| 3 | AVGO | Broadcom Inc. | $23.6M | 5.45% | 76,332 | Added |
| 4 | GOOGL | Alphabet Inc. CL A | $21.0M | 4.84% | 73,003 | Trimmed |
| 5 | PM | Philip Morris International Inc. | $18.3M | 4.21% | 110,512 | Trimmed |
| 6 | HON | Honeywell International Inc. | $15.7M | 3.62% | 69,473 | New |
| 7 | KEYS | Keysight Technologies Inc. | $14.9M | 3.44% | 52,885 | Trimmed |
| 8 | BKNG | Booking Holdings Inc. | $13.5M | 3.11% | 3,205 | Added |
| 9 | AXP | American Express | $12.9M | 2.98% | 42,768 | Trimmed |
| 10 | UNP | Union Pacific Corp. | $12.6M | 2.91% | 51,927 | Added |
| 11 | MMC | Marsh & McLennan Cos. | $12.5M | 2.89% | 72,328 | Added |
| 12 | SEIC | SEI Investments Company | $12.4M | 2.86% | 157,787 | Trimmed |
| 13 | IT | Gartner Inc. | $11.2M | 2.58% | 70,749 | Added |
| 14 | OTIS | Otis Worldwide Corp. | $10.4M | 2.41% | 135,320 | Added |
| 15 | BDX | Becton Dickinson & Co. | $10.1M | 2.32% | 63,960 | Added |
| 16 | ALLE | Allegion PLC | $10.0M | 2.31% | 68,960 | Added |
| 17 | MDLZ | Mondelez International Inc. | $9.9M | 2.28% | 171,354 | Added |
| 18 | CRM | Salesforce Inc | $9.5M | 2.20% | 51,132 | Added |
| 19 | LPLA | LPL Financial Holdings Inc. | $8.6M | 1.99% | 28,724 | New |
| 20 | UNH | UnitedHealth Group Inc. | $8.0M | 1.84% | 29,467 | Trimmed |
| 21 | JNJ | Johnson & Johnson | $7.9M | 1.81% | 32,130 | Trimmed |
| 22 | BRK/B | Berkshire Hathaway Inc. CL B | $7.8M | 1.80% | 16,323 | Hold |
| 23 | CDW | CDW Corp. of Delaware | $7.6M | 1.76% | 63,004 | Trimmed |
| 24 | QCOM | Qualcomm Inc. | $7.5M | 1.73% | 58,150 | Added |
| 25 | WMT | Wal-Mart Stores Inc. | $7.4M | 1.72% | 59,850 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31