HM PAYSON & CO
Institutional InvestorSimilar funds →SEC EDGAR: CIK 928052
Institutional-grade research for retail investors
Sector Allocation
- Technology42.2%$3.2B
- Other18.8%$1.4B
- Financials9.5%$714.6M
- Industrials8.6%$649.9M
- Healthcare8.4%$630.3M
- Consumer Discretionary7.5%$563.2M
- Energy2.2%$167.6M
- Consumer Staples1.6%$118.7M
- Materials0.6%$43.1M
- Utilities0.4%$29.2M
AUM History
13fpro.ai/research/fund/hm-payson-and-co-928052
Conviction and streaks
Concentrating · top 10 = 40.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$481.9MAVGO
$414.8MGOOG
$394.4MMSFT
$353.9MLRCX
$351.4MNVDA
$348.3MAMZN
$214.6MASML
$171.8M- VANGUARD$157.2M
ABBV
$150.2M- ISHARES$147.9M
GOOGL
$142.3MJPM
$138.6MAME
$132.1M- ISHARES$129.5M
MA
$112.6MLHX
$107.9MBRK.B
$104.0M- ISHARES$101.4M
- ISHARES$100.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/hm-payson-and-co-928052
HM PAYSON & CO 13F holdings — Q2 2026
$7.5B portfolio (+8.8% QoQ) · 1,139 holdings · Q2 2026 13F · top 10 are 40% of the stock portfolio
$481.9M
6.4% of stocks
-2%This quarter—Since Q-end—HeldAIQuality75.7#88Est. buy—$414.8M
5.5% of stocks
-2%This quarter—Since Q-end—HeldAIQuality84.5#7Est. buy—$394.4M
5.2% of stocks
-1%This quarter—Since Q-end—HeldAIQuality77.7#61Est. buy—$353.9M
4.7% of stocks
-0.3%This quarter—Since Q-end—HeldAIQuality79.8#30Est. buy—$351.4M
4.7% of stocks
-4%This quarter—Since Q-end—HeldAIQuality81.7#17Est. buy—$348.3M
4.6% of stocks
+2%This quarter—Since Q-end—Held$214.6M
2.8% of stocks
-1%This quarter—Since Q-end—Held$171.8M
2.3% of stocks
-0.9%This quarter—Since Q-end—HeldAIQuality—Est. buy—- 9
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$157.2M
2.1% of stocks
+8%This quarter—Since Q-end—HeldAIQuality—Est. buy— $150.2M
2.0% of stocks
-0.8%This quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $481.9M | 6.4% | -2% | — | — | 75.7#88 | — | ||
| 2 | $414.8M | 5.5% | -2% | — | — | 84.5#7 | — | ||
| 3 | $394.4M | 5.2% | -1% | — | — | 77.7#61 | — | ||
| 4 | $353.9M | 4.7% | -0.3% | — | — | 79.8#30 | — | ||
| 5 | $351.4M | 4.7% | -4% | — | — | 81.7#17 | — | ||
| 6 | $348.3M | 4.6% | +2% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | $214.6M | 2.8% | -1% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | $171.8M | 2.3% | -0.9% | — | — | — | — | ||
| 9 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $157.2M | 2.1% | +8% | — | — | — | — | |
| 10 | $150.2M | 2.0% | -0.8% | — | — | AI quality score is Pro: unlock with a free trial | — |
All holdings — HM PAYSON & CO (Q2 2026)
1,139 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - IBONDS 27 TRM TSetf/fund | — | $147.9M | 2.0% | 6.61M | -2% | — | — | 13F |
| 12 | Alphabet Inc. | Technology | $142.3M | 1.9% | 398K | -7% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | JPMORGAN CHASE & CO | Financials | $138.6M | 1.8% | 423K | -12% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | AMETEK INC/ | Industrials | $132.1M | 1.8% | 546K | -1% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES TR - IBONDS 26 TRM TSetf/fund | — | $129.5M | 1.7% | 5.66M | -4% | — | — | 13F |
| 16 | Mastercard Inc | Financials | $112.6M | 1.5% | 219K | +4% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $107.9M | 1.4% | 371K | -0.8% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | BERKSHIRE HATHAWAY INC | Financials | $104.0M | 1.4% | 208K | -3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES TR - IBONDS DEC2026etf/fund | — | $101.4M | 1.3% | 4.19M | -0.1% | — | — | 13F |
| 20 | — | ISHARES TR - IBONDS 27 ETFetf/fund | — | $100.6M | 1.3% | 4.15M | +0.5% | — | — | 13F |
| 21 | JOHNSON & JOHNSON | Healthcare | $99.5M | 1.3% | 392K | +10% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $94.1M | 1.3% | 621K | +10% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | HOME DEPOT, INC. | Consumer Discretionary | $90.6M | 1.2% | 257K | +4% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - CORE DIV GRWTHetf/fund | — | $90.1M | 1.2% | 1.19M | -40% | — | — | 13F |
| 25 | Meta Platforms, Inc. | Technology | $87.5M | 1.2% | 155K | -12% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $82.1M | 1.1% | 164K | -11% | |||
| 27 | — | ISHARES TR - IBDS DEC28 ETF | — | $80.2M | 1.1% | 3.17M | +8% | |||
| 28 | $NVT | nVent Electric plc | Industrials | $72.8M | 1.0% | 429K | -2% | |||
| 29 | — | ISHARES TR - IBONDS DEC 29 | — | $72.8M | 1.0% | 3.14M | +11% | |||
| 30 | $V | VISA INC. | Financials | $69.5M | 0.9% | 203K | +6% | |||
| 31 | $LLY | ELI LILLY & Co | Healthcare | $64.3M | 0.8% | 54K | -4% | |||
| 32 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $61.3M | 0.8% | 697K | +5% | |||
| 33 | $AMGN | AMGEN INC | Healthcare | $60.8M | 0.8% | 168K | +2% | |||
| 34 | $CAT | CATERPILLAR INC | Industrials | $59.6M | 0.8% | 56K | -49% | |||
| 35 | — | ISHARES TR - IBONDS DEC 2030 | — | $59.4M | 0.8% | 2.73M | +11% | |||
| 36 | $AZO | AUTOZONE INC | Consumer Discretionary | $59.1M | 0.8% | 18K | -4% | |||
| 37 | $MPC | Marathon Petroleum Corp | Energy | $58.1M | 0.8% | 227K | -7% | |||
| 38 | — | ISHARES TR - IBOND 1 5 YR ETF | — | $54.1M | 0.7% | 2.15M | +11% | |||
| 39 | $HUBB | HUBBELL INC | Technology | $53.2M | 0.7% | 102K | -5% | |||
| 40 | $SPGI | S&P Global Inc. | Financials | $49.1M | 0.7% | 121K | -7% | |||
| 41 | $MCD | MCDONALDS CORP | Consumer Discretionary | $48.6M | 0.6% | 180K | -6% | |||
| 42 | $ORCL | ORACLE CORP | Technology | $47.7M | 0.6% | 326K | +36% | |||
| 43 | — | ISHARES TR - IBONDS 1-5 YR TR | — | $47.7M | 0.6% | 1.90M | +22% | |||
| 44 | $DHR | DANAHER CORP /DE/ | Healthcare | $47.6M | 0.6% | 250K | -11% | |||
| 45 | $CVX | CHEVRON CORP | Energy | $47.4M | 0.6% | 286K | +28% | |||
| 46 | $PH | Parker-Hannifin Corp | Industrials | $43.9M | 0.6% | 45K | +68% | |||
| 47 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $43.7M | 0.6% | 320K | +12% | |||
| 48 | $CMI | CUMMINS INC | Industrials | $41.5M | 0.6% | 58K | -3% | |||
| 49 | $GD | GENERAL DYNAMICS CORP | Industrials | $41.3M | 0.6% | 117K | -8% | |||
| 50 | $AXP | AMERICAN EXPRESS CO | Financials | $38.6M | 0.5% | 114K | +45% | |||
| 51 | $DE | DEERE & CO | Industrials | $34.9M | 0.5% | 55K | +80% | |||
| 52 | $ETN | Eaton Corp plc | Industrials | $34.1M | 0.5% | 80K | +125% | |||
| 53 | $RTX | RTX Corp | Industrials | $32.3M | 0.4% | 170K | -9% | |||
| 54 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $32.2M | 0.4% | 146K | -11% | |||
| 55 | $ABT | ABBOTT LABORATORIES | Healthcare | $32.2M | 0.4% | 355K | -4% | |||
| 56 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $30.2M | 0.4% | 206K | -7% | |||
| 57 | $IVZ | Invesco Ltd. | Financials | $28.8M | 0.4% | 135K | -12% | |||
| 58 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $28.5M | 0.4% | 38 | — | |||
| 59 | $SPY | SPDR S&P 500 ETF TRUST | — | $28.3M | 0.4% | 38K | -31% | |||
| 60 | $WMT | Walmart Inc. | Consumer Staples | $27.4M | 0.4% | 242K | -6% | |||
| 61 | — | ISHARES TR - IBONDS 28 TRM TS | — | $26.2M | 0.3% | 1.18M | +13% | |||
| 62 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $25.5M | 0.3% | 53K | -0.5% | |||
| 63 | $CSCO | CISCO SYSTEMS, INC. | Technology | $23.9M | 0.3% | 204K | -7% | |||
| 64 | — | ISHARES TR - IBOND DEC 2030 | — | $23.5M | 0.3% | 1.20M | +71% | |||
| 65 | $MRK | Merck & Co., Inc. | Healthcare | $22.2M | 0.3% | 172K | -9% | |||
| 66 | $DHI | HORTON D R INC /DE/ | Industrials | $21.6M | 0.3% | 133K | -1% | |||
| 67 | — | ISHARES TR - IBONDS 29 TRM TS | — | $20.8M | 0.3% | 961K | +25% | |||
| 68 | $APH | AMPHENOL CORP /DE/ | Technology | $20.7M | 0.3% | 117K | +78% | |||
| 69 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $20.2M | 0.3% | 72K | -3% | |||
| 70 | $TXN | TEXAS INSTRUMENTS INC | Technology | $20.0M | 0.3% | 67K | -4% | |||
| 71 | — | ISHARES TR - ESG OPTIMIZED | — | $19.8M | 0.3% | 128K | -22% | |||
| 72 | $DOV | DOVER Corp | Industrials | $19.1M | 0.3% | 85K | -6% | |||
| 73 | — | ISHARES TR - US TREAS BD ETF | — | $17.5M | 0.2% | 768K | — | |||
| 74 | $MSCI | MSCI Inc. | Financials | $17.5M | 0.2% | 31K | -4% | |||
| 75 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $16.7M | 0.2% | 294K | -23% | |||
| 76 | $TYL | TYLER TECHNOLOGIES INC | Technology | $15.8M | 0.2% | 54K | -9% | |||
| 77 | $CSX | CSX CORP | Industrials | $15.3M | 0.2% | 322K | -0.6% | |||
| 78 | $MS | MORGAN STANLEY | Financials | $15.1M | 0.2% | 72K | +661% | |||
| 79 | $AFL | AFLAC INC | Financials | $15.0M | 0.2% | 128K | -10% | |||
| 80 | $PEP | PEPSICO INC | Consumer Staples | $14.2M | 0.2% | 105K | -5% | |||
| 81 | $NFLX | NETFLIX INC | Communication Services | $13.9M | 0.2% | 194K | +122% | |||
| 82 | $CSL | CARLISLE COMPANIES INC | Materials | $13.5M | 0.2% | 37K | -47% | |||
| 83 | — | ISHARES TR - 0-3 MTH TREASURY | — | $13.3M | 0.2% | 132K | +123% | |||
| 84 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $13.0M | 0.2% | 58K | -43% | |||
| 85 | $HONA | Honeywell Aerospace Inc. | Industrials | $12.7M | 0.2% | 58K | New | |||
| 86 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $12.0M | 0.2% | 23K | +1% | |||
| 87 | $INTU | INTUIT INC. | Technology | $11.8M | 0.2% | 45K | -7% | |||
| 88 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $11.7M | 0.2% | 50K | -4% | |||
| 89 | $AON | Aon plc | Financials | $11.5M | 0.1% | 35K | -72% | |||
| 90 | $ACN | Accenture plc | Technology | $11.1M | 0.1% | 89K | -66% | |||
| 91 | $PFE | PFIZER INC | Healthcare | $10.9M | 0.1% | 453K | -3% | |||
| 92 | $GE | GENERAL ELECTRIC CO | Industrials | $10.4M | 0.1% | 28K | +7% | |||
| 93 | $CRM | Salesforce, Inc. | Technology | $10.2M | 0.1% | 65K | -36% | |||
| 94 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $9.7M | 0.1% | 167K | -5% | |||
| 95 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $9.3M | 0.1% | 156K | +8% | |||
| 96 | — | ISHARES TR - CORE S&P SCP ETF | — | $9.0M | 0.1% | 60K | +22% | |||
| 97 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $8.8M | 0.1% | 24K | -0.3% | |||
| 98 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $8.2M | 0.1% | 37K | -12% | |||
| 99 | $NEE | NEXTERA ENERGY INC | Utilities | $8.0M | 0.1% | 92K | +49% | |||
| 100 | $PM | Philip Morris International Inc. | Consumer Staples | $8.0M | 0.1% | 44K | -12% | |||
| 101 | $KO | COCA COLA CO | Consumer Staples | $7.9M | 0.1% | 97K | +5% | |||
| 102 | $GEV | GE Vernova Inc. | Industrials | $7.7M | 0.1% | 6,515 | -2% | |||
| 103 | — | SPDR SERIES TRUST - ST INTER BD ETF | — | $6.9M | 0.1% | 207K | — | |||
| 104 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $6.6M | 0.1% | 9,094 | +1% | |||
| 105 | $CDW | CDW Corp | Consumer Discretionary | $6.5M | 0.1% | 46K | -53% | |||
| 106 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $6.5M | 0.1% | 113K | -0.7% | |||
| 107 | $INTC | INTEL CORP | Technology | $6.5M | 0.1% | 47K | -10% | |||
| 108 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $6.4M | 0.1% | 24K | +0.5% | |||
| 109 | — | ISHARES TR - CORE S&P500 ETF | — | $6.4M | 0.1% | 8,514 | -0.7% | |||
| 110 | $SHW | SHERWIN WILLIAMS CO | Materials | $6.2M | 0.1% | 18K | -1% | |||
| 111 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $6.1M | 0.1% | 74K | -8% | |||
| 112 | $BDX | BECTON DICKINSON & CO | Healthcare | $5.9M | 0.1% | 39K | -7% | |||
| 113 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $5.9M | 0.1% | 18K | -13% | |||
| 114 | $CARR | CARRIER GLOBAL Corp | Industrials | $5.8M | 0.1% | 79K | -6% | |||
| 115 | $APD | Air Products & Chemicals, Inc. | Materials | $5.8M | 0.1% | 20K | — | |||
| 116 | $MMM | 3M CO | Healthcare | $5.5M | 0.1% | 34K | +0.2% | |||
| 117 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $5.4M | 0.1% | 33K | -0.9% | |||
| 118 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $5.4M | 0.1% | 59K | -5% | |||
| 119 | $EMR | EMERSON ELECTRIC CO | Industrials | $5.1M | 0.1% | 36K | -6% | |||
| 120 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $5.1M | 0.1% | 65K | +0.8% | |||
| 121 | $TT | Trane Technologies plc | Technology | $5.1M | 0.1% | 10K | +14% | |||
| 122 | — | ISHARES TR - ISHS 5-10YR INVT | — | $5.0M | 0.1% | 95K | — | |||
| 123 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $4.8M | 0.1% | 99K | +48% | |||
| 124 | $BX | Blackstone Inc. | Financials | $4.6M | 0.1% | 39K | -2% | |||
| 125 | $PANW | Palo Alto Networks Inc | Technology | $4.5M | 0.1% | 13K | -51% | |||
| 126 | $PSX | Phillips 66 | Energy | $4.5M | 0.1% | 26K | -30% | |||
| 127 | — | ISHARES TR - S&P 100 ETF | — | $4.4M | 0.1% | 12K | -2% | |||
| 128 | $UNP | UNION PACIFIC CORP | Industrials | $4.4M | 0.1% | 16K | -3% | |||
| 129 | $WTRG | Essential Utilities, Inc. | Utilities | $4.4M | 0.1% | 114K | -0.8% | |||
| 130 | $MCK | MCKESSON CORP | Consumer Staples | $4.3M | 0.1% | 5,748 | +96% | |||
| 131 | — | ISHARES TR - CORE S&P MCP ETF | — | $4.3M | 0.1% | 56K | +2% | |||
| 132 | — | SPDR SERIES TRUST - ST STR BL 12 ETF | — | $4.3M | 0.1% | 43K | -2% | |||
| 133 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | — | $4.2M | 0.1% | 139K | — | |||
| 134 | $UBER | Uber Technologies, Inc | Technology | $4.2M | 0.1% | 58K | +635% | |||
| 135 | $WEX | WEX Inc. | Industrials | $4.2M | 0.1% | 30K | +7% | |||
| 136 | — | ISHARES TR - ISHS 1-5YR INVS | — | $4.1M | 0.1% | 77K | — | |||
| 137 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $4.0M | 0.1% | 70K | -22% | |||
| 138 | $AZN | ASTRAZENECA PLC | Healthcare | $4.0M | 0.1% | 21K | -13% | |||
| 139 | $SYK | STRYKER CORP | Healthcare | $4.0M | 0.1% | 13K | +3% | |||
| 140 | $STT | STATE STREET CORP | Financials | $3.9M | 0.1% | 23K | -48% | |||
| 141 | $LMT | LOCKHEED MARTIN CORP | Industrials | $3.7M | 0.1% | 7,258 | -1% | |||
| 142 | $WAT | WATERS CORP /DE/ | Healthcare | $3.5M | 0.1% | 9,392 | -7% | |||
| 143 | $COP | CONOCOPHILLIPS | Energy | $3.5M | 0.1% | 33K | -3% | |||
| 144 | — | ISHARES TR - RUS MD CP GR ETF | — | $3.2M | 0.0% | 22K | -24% | |||
| 145 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.1M | 0.0% | 3,347 | +12% | |||
| 146 | $TSLA | Tesla, Inc. | Consumer Discretionary | $3.1M | 0.0% | 7,330 | +34% | |||
| 147 | — | ISHARES TR - RUSSELL 2000 ETF | — | $2.8M | 0.0% | 9,426 | +4% | |||
| 148 | $CB | Chubb Ltd | Financials | $2.8M | 0.0% | 8,308 | +7% | |||
| 149 | $KMB | KIMBERLY CLARK CORP | Materials | $2.7M | 0.0% | 25K | -4% | |||
| 150 | $OTIS | Otis Worldwide Corp | Industrials | $2.7M | 0.0% | 37K | -29% |
What changed in Q2 2026
Against the previous quarter's 13F: 51 new, 208 added to, 268 trimmed, 39 sold out. Share-count changes; largest moves by dollar size first.
New positions (51)
$HONAHoneywell Aerospace Inc.$12.7M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$339Kfirst bought this quarter
$VIKViking Holdings Ltd$325K
first bought this quarter
$NETCloudflare, Inc.$279K
first bought this quarter
- ISHARES TR - CORE 60 BALA ETF$259K
first bought this quarter
- ISHARES TR - IBONDS DEC 2031$251K
first bought this quarter
+45 more in the Excel export
Added to (208)
$ETNEaton Corp plc+125%
now $34.1M
$PHParker-Hannifin Corp+68%
now $43.9M
$DEDEERE & CO+80%
now $34.9M
$MSMORGAN STANLEY+661%
now $15.1M
$ORCLORACLE CORP+36%
now $47.7M
$AXPAMERICAN EXPRESS CO+45%
now $38.6M
+202 more in the Excel export
Holdings by quarter
Every 13F HM PAYSON & CO has filed, 41 earlier quarters. Pick one to see what it held then.
Email me the moment this fund files its next 13FPro
Portfolio Overview
HM PAYSON & CO disclosed 1,139 positions worth $7.5B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 6.4% of the equity portfolio, followed by $AVGO and $GOOG. During the quarter the fund opened 51 new positions and exited 39 — including a new stake in $HONA and a full exit from $CWAN. The portfolio is most concentrated in Technology (42.2% of disclosed assets). All figures are sourced directly from HM PAYSON & CO’s Form 13F-HR filing with the SEC under CIK 928052.
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AI-Powered Hedge Fund Analysis: HM PAYSON & CO
13F Pro is an AI hedge fund tracker and stock research platform. For HM PAYSON & CO (SEC CIK: 928052), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in HM PAYSON & CO's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.