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 $6.93B across 1,116 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($429.6M, 6.20%), MSFT ($352.1M, 5.08%), AVGO ($347.5M, 5.01%), GOOG ($323.7M, 4.67%), NVDA ($298.5M, 4.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $429.6M | 6.20% | 1.7M | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $352.1M | 5.08% | 951,315 | Added |
| 3 | AVGO | BROADCOM INC | $347.5M | 5.01% | 1.1M | Trimmed |
| 4 | GOOG | ALPHABET INC | $323.7M | 4.67% | 1.1M | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $298.5M | 4.31% | 1.7M | Trimmed |
| 6 | AMZN | AMAZON COM INC | $190.3M | 2.75% | 913,771 | Trimmed |
| 7 | LRCX | LAM RESEARCH CORP | $180.2M | 2.60% | 843,259 | Trimmed |
| 8 | IBTH | ISHARES TR | $151.6M | 2.19% | 6.8M | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $141.7M | 2.04% | 481,849 | Added |
| 10 | DGRO | ISHARES TR | $137.9M | 1.99% | 2.0M | Added |
| 11 | IBTG | ISHARES TR | $135.4M | 1.95% | 5.9M | Trimmed |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $130.7M | 1.89% | 2.0M | Added |
| 13 | ABBV | ABBVIE INC | $130.9M | 1.89% | 601,712 | Added |
| 14 | LHX | L3HARRIS TECHNOLOGIES INC | $129.1M | 1.86% | 374,100 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $122.6M | 1.77% | 426,231 | Trimmed |
| 16 | AME | AMETEK INC | $118.8M | 1.71% | 553,980 | Trimmed |
| 17 | ASML | ASML HLDG NV | $115.1M | 1.66% | 87,124 | Trimmed |
| 18 | MA | MASTERCARD INCORPORATED | $104.9M | 1.51% | 210,012 | Trimmed |
| 19 | IBDR | ISHARES TR | $101.6M | 1.47% | 4.2M | Trimmed |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $102.2M | 1.47% | 213,217 | Trimmed |
| 21 | IBDS | ISHARES TR | $100.2M | 1.45% | 4.1M | Trimmed |
| 22 | META | META PLATFORMS INC | $100.5M | 1.45% | 175,665 | Added |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | $90.8M | 1.31% | 184,675 | Trimmed |
| 24 | TJX | TJX COS INC NEW | $90.1M | 1.30% | 564,247 | Added |
| 25 | JNJ | JOHNSON & JOHNSON | $86.9M | 1.25% | 355,670 | Added |
Source: SEC Form 13F filings · as of 2026-03-31