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.
HM PAYSON & CO (CIK 928052) reported $7.54B across 1,136 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($481.9M, 6.39%), AVGO ($414.8M, 5.50%), GOOG ($394.4M, 5.23%), MSFT ($353.9M, 4.69%), LRCX ($351.4M, 4.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $481.9M | 6.39% | 1.7M | Trimmed |
| 2 | AVGO | BROADCOM INC | $414.8M | 5.50% | 1.1M | Trimmed |
| 3 | GOOG | ALPHABET INC | $394.4M | 5.23% | 1.1M | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $353.9M | 4.69% | 948,625 | Trimmed |
| 5 | LRCX | LAM RESEARCH CORP | $351.4M | 4.66% | 810,989 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $348.3M | 4.62% | 1.7M | Added |
| 7 | AMZN | AMAZON COM INC | $214.6M | 2.84% | 900,398 | Trimmed |
| 8 | ASML | ASML HLDG NV | $171.8M | 2.28% | 86,363 | Trimmed |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $157.2M | 2.08% | 2.2M | Added |
| 10 | ABBV | ABBVIE INC | $150.2M | 1.99% | 596,837 | Trimmed |
| 11 | IBTH | ISHARES TR | $147.9M | 1.96% | 6.6M | Trimmed |
| 12 | GOOGL | ALPHABET INC | $142.3M | 1.89% | 398,195 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $138.6M | 1.84% | 423,411 | Trimmed |
| 14 | AME | AMETEK INC | $132.1M | 1.75% | 545,930 | Trimmed |
| 15 | IBTG | ISHARES TR | $129.5M | 1.72% | 5.7M | Trimmed |
| 16 | MA | MASTERCARD INCORPORATED | $112.6M | 1.49% | 219,151 | Added |
| 17 | LHX | L3HARRIS TECHNOLOGIES INC | $107.9M | 1.43% | 371,262 | Trimmed |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $104.0M | 1.38% | 207,870 | Trimmed |
| 19 | IBDR | ISHARES TR | $101.4M | 1.34% | 4.2M | Trimmed |
| 20 | IBDS | ISHARES TR | $100.6M | 1.33% | 4.2M | Added |
| 21 | JNJ | JOHNSON & JOHNSON | $99.5M | 1.32% | 391,709 | Added |
| 22 | TJX | TJX COS INC NEW | $94.1M | 1.25% | 621,328 | Added |
| 23 | HD | HOME DEPOT INC | $90.6M | 1.20% | 256,790 | Added |
| 24 | DGRO | ISHARES TR | $90.1M | 1.19% | 1.2M | Trimmed |
| 25 | META | META PLATFORMS INC | $87.5M | 1.16% | 155,257 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30