HP
Hm Payson & Co 13F Portfolio & Position Changes
Hm Payson & CoCIK: 0000928052
Diversified strategyMomentum follower
Total reported value
$6.9B
Reporting period: 2026-03-31 · Number of holdings: 1600
HM PAYSON & CO disclosed 1600 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $6.9B and a quarterly turnover rate of 20.2%.
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Personality snowflake
- Concentration
- 8.65
- Portfolio Stability
- 20.17
- Momentum/Contrarian
- 100
- Sector conviction
- 60.17
- Diversification
- 100
- Sizing Uniformity
- 51.7
Hm Payson & Co's disclosed holdings carry a Herfindahl concentration index of 0.022 — mathematically equivalent to about 46 equally-sized positions, well below its 1600 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.83), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Recent moves
Add DGRO
+955.2% $125.0M
Add VEA
+688.7% $114.5M
Trim MSFT
+2.8% -$95.6M
Trim V
-51.4% -$80.0M
Trim AVGO
-8.6% -$77.8M
Trim AAPL
-4.1% -$50.1M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 1600 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 6.20% | -0.57% | -4.07% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.08% | -1.23% | +2.76% | |
| 3 | AVGO | Broadcom INC | Stock-Tech | 5.01% | -0.99% | -8.64% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.67% | -0.55% | -4.32% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.31% | -0.26% | -1.49% | |
| 6 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.75% | -0.27% | -1.36% | |
| 7 | LRCX | Lam Research CORP | Stock-Tech | 2.60% | -0.11% | -24.80% | |
| 8 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 2.19% | -0.16% | -9.05% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.04% | -0.09% | +2.85% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.99% | +1.81% | +955.21% | |
| 11 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.95% | -0.17% | -9.92% | |
| 12 | ABBV | Abbvie INC | Stock-Healthcare | 1.89% | — | +1.49% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.89% | +1.66% | +688.73% | |
| 14 | LHX | L3harris Technologies INC | Stock-Industrials | 1.86% | +0.15% | -9.62% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | -0.21% | -5.13% | |
| 16 | AME | Ametek INC | Stock-Industrials | 1.71% | — | -2.35% | |
| 17 | ASML | ASML Holding N.V. | Stock-Tech | 1.66% | +0.19% | -10.36% | |
| 18 | MA | Mastercard INC - A | Stock-Financials | 1.51% | -0.41% | -11.76% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.47% | -0.07% | -1.69% | |
| 20 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.47% | — | -2.16% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.45% | — | +10.53% | |
| 22 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.45% | — | -2.47% | |
| 23 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 1.31% | -0.43% | -13.20% | |
| 24 | TJX | Tjx Companies INC | Stock-Consumer Disc | 1.30% | +0.27% | +18.97% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.25% | +0.22% | +0.67% | |
| 26 | HD | Home Depot INC | Stock-Consumer Disc | 1.17% | — | +2.92% | |
| 27 | CAT | Caterpillar INC | Stock-Industrials | 1.12% | — | -12.20% | |
| 28 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.07% | +0.25% | +28.39% | |
| 29 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.95% | +0.24% | +30.76% | |
| 30 | AZO | Autozone INC | Stock-Consumer Disc | 0.94% | -0.15% | -15.56% | |
| 31 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.86% | +0.17% | -19.07% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.86% | — | -3.61% | |
| 33 | AMGN | Amgen INC | Stock-Healthcare | 0.84% | +0.12% | +6.24% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | -1.11% | -51.39% | |
| 35 | SPGI | S&p Global INC | Stock-Financials | 0.79% | -0.13% | +4.23% | |
| 36 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.78% | +0.27% | +48.49% | |
| 37 | DHR | Danaher CORP | Stock-Healthcare | 0.77% | — | +19.04% | |
| 38 | HUBB | Hubbell INC | Stock-Industrials | 0.76% | -0.18% | -28.36% | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.75% | -0.31% | -6.43% | |
| 40 | NVT | nVent Electric plc | Stock-Industrials | 0.74% | — | -23.54% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | — | +20.80% | |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | — | -7.13% | |
| 43 | LDRC | Ishares Ibonds 1-5 CORP Lad | ETF-Other | 0.70% | +0.26% | +55.86% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | +0.12% | -15.94% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.66% | +0.27% | +23.36% | |
| 46 | GD | General Dynamics CORP | Stock-Industrials | 0.63% | — | -0.33% | |
| 47 | AON | Aon plc | Stock-Financials | 0.57% | — | -2.18% | |
| 48 | LDRT | Ishares Ibond 1-5 Trea Lad | ETF-Other | 0.57% | +0.48% | +521.74% | |
| 49 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.56% | — | +4.28% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.55% | -0.12% | -1.80% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+2.7%
Performance Last 4 Quarters
+26.1%
Based on 80% of reported portfolio value with available pricing
- Stdev
- +12.2%
- Beta
- +0.89
- Alpha
- +1%
- Max Drawdown
- -8.2%
- Annualized Perf
- +18.2%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +2.96
- Stutzer
- +0.42
- Treynor
- +0.2
- Sterling
- +1.08
- Calmar
- +2.23
- Information Ratio
- -0.25
- Tracking Error
- +3.8%
- Stdev Down
- +5.9%
- Winning Months %
- +61.1%
- Losing Months %
- +38.9%
- Best 12 Months
- +39.4%
- Worst 12 Months
- +6%
- Efficiency Ratio
- +0.59
- Sharpe
- +1.44
- Stdev Sectors
- +10%
- Skewness
- +0.12
- Kurtosis
- +0.31
- Upside Potential
- +4.57
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 1600 | $6.9B | 20 | |
| 2025-12-31 | 1606 | $7.1B | 18 | |
| 2025-09-30 | 1513 | $7.0B | 15 | |
| 2025-06-30 | 1385 | $6.3B | 20 | |
| 2025-03-31 | 1446 | $5.7B | 100 | |
| 2024-12-31 | 1462 | $5.9B | 0 | |
| 2024-09-30 | 1617 | $5.8B | 0 | |
| 2024-06-30 | 1373 | $5.5B | 0 | |
| 2024-03-31 | 1286 | $5.4B | 0 | |
| 2023-12-31 | 1261 | $4.8B | 0 | |
| 2023-09-30 | 1314 | $4.3B | 0 | |
| 2023-06-30 | 1213 | $4.5B | 0 | |
| 2023-03-31 | 1137 | $4.2B | 0 | |
| 2022-12-31 | 934 | $4.0B | 0 | |
| 2022-09-30 | 1009 | $3.6B | 0 | |
| 2022-06-30 | 1101 | $3.9B | 0 | |
| 2022-03-31 | 1075 | $4.4B | 0 | |
| 2021-12-31 | 1095 | $4.6B | 0 | |
| 2021-09-30 | 1111 | $4.1B | 0 | |
| 2021-06-30 | 1116 | $4.1B | 12 | |
| 2021-03-31 | 1143 | $3.8B | 18 | |
| 2020-12-31 | 1093 | $3.6B | 18 | |
| 2020-09-30 | 1049 | $3.2B | 18 | |
| 2020-06-30 | 879 | $3.0B | 26 | |
| 2020-03-31 | 921 | $2.5B | 31 | |
| 2019-12-31 | 965 | $3.1B | 13 | |
| 2019-09-30 | 979 | $2.8B | 17 | |
| 2019-06-30 | 981 | $2.8B | 16 | |
| 2019-03-31 | 302 | $2.6B | 100 | |
| 2018-12-31 | 151 | $34.1M | 100 | |
| 2018-09-30 | 323 | $2.2B | 23 | |
| 2018-06-30 | 344 | $2.3B | 20 | |
| 2018-03-31 | 335 | $2.4B | 15 | |
| 2017-12-31 | 351 | $2.5B | 14 | |
| 2017-09-30 | 331 | $2.3B | 15 | |
| 2017-06-30 | 342 | $2.2B | 13 | |
| 2017-03-31 | 337 | $2.2B | 14 | |
| 2016-12-31 | 332 | $2.1B | 10 | |
| 2016-09-30 | 324 | $2.0B | 13 | |
| 2016-06-30 | 324 | $2.0B | 10 | |
| 2016-03-31 | 334 | $1.9B | 14 | |
| 2015-12-31 | 314 | $1.9B | 17 | |
| 2015-09-30 | 299 | $1.8B | 16 | |
| 2015-06-30 | 296 | $2.0B | 10 | |
| 2015-03-31 | 298 | $2.0B | 11 | |
| 2014-12-31 | 304 | $2.0B | 11 | |
| 2014-09-30 | 304 | $2.0B | 10 | |
| 2014-06-30 | 289 | $1.9B | 12 | |
| 2014-03-31 | 283 | $1.9B | 12 | |
| 2013-12-31 | 280 | $1.9B | 12 | |
| 2013-09-30 | 283 | $1.7B | 9 | |
| 2013-06-30 | 277 | $1.7B | — |
Holding changes this quarter
Hm Payson & Co's most significant position changes for 2026-03-31: New buy: Ishares US Treasury Bond ETF (GOVT); Sold out: Ishares 3-7 Year Treasury Bo (IEI); Add: Ishares Core Dividend Growth (DGRO) — shares +955.21%; Add: Vanguard Ftse Developed ETF (VEA) — shares +688.73%; Add: Microsoft CORP (MSFT) — shares +2.76%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | +1.8% | +955.21% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.7% | +688.73% | Add |
| 3 | LDRT | Ishares Ibond 1-5 Trea Lad | +0.5% | +521.74% | Add |
| 4 | CVX | Chevron CORP | +0.3% | +23.36% | Add |
| 5 | TJX | Tjx Companies INC | +0.3% | +18.97% | Add |
| 6 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.3% | +48.49% | Add |
| 7 | LDRC | Ishares Ibonds 1-5 CORP Lad | +0.3% | +55.86% | Add |
| 8 | CRM | Salesforce INC | +0.3% | +1938.78% | Add |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.3% | +28.39% | Add |
| 10 | IBDU | Ishares Ibonds Dec 2029 Term | +0.2% | +30.76% | Add |
| 11 | JNJ | Johnson & Johnson | +0.2% | +0.67% | Add |
| 12 | INTU | Intuit INC | +0.2% | +348.95% | Add |
| 13 | ASML | ASML Holding N.V. | +0.2% | -10.36% | Trim |
| 14 | MPC | Marathon Petroleum CORP | +0.2% | -19.07% | Trim |
| 15 | LHX | L3harris Technologies INC | +0.2% | -9.62% | Trim |
| 16 | IBTI | Ishares Ibonds Dec 2028 Term | +0.1% | +69.29% | Add |
| 17 | IBTK | Ishares Ibonds Dec 2030 Trea | +0.1% | +153.61% | Add |
| 18 | XOM | Exxon Mobil CORP | +0.1% | -15.94% | Trim |
| 19 | AMGN | Amgen INC | +0.1% | +6.24% | Add |
| 20 | IBTJ | Ishares Ibonds Dec 2029 Term | +0.1% | +90.65% | Add |
| 21 | APH | Amphenol Corp-cl A | +0.1% | +748.90% | Add |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.69% | Trim |
| 23 | JPM | Jpmorgan Chase & Co | -0.1% | +2.85% | Add |
| 24 | TYL | Tyler Technologies INC | -0.1% | -0.47% | Trim |
| 25 | IBM | Intl Business Machines CORP | -0.1% | -13.80% | Trim |
| 26 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -37.55% | Trim |
| 27 | LRCX | Lam Research CORP | -0.1% | -24.80% | Trim |
| 28 | CDW | Cdw Corp/de | -0.1% | -31.26% | Trim |
| 29 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -24.54% | Trim |
| 30 | ABT | Abbott Laboratories | -0.1% | -1.80% | Trim |
| 31 | SPGI | S&p Global INC | -0.1% | +4.23% | Add |
| 32 | AZO | Autozone INC | -0.2% | -15.56% | Trim |
| 33 | IBTH | Ishares Ibonds Dec 2027 Term | -0.2% | -9.05% | Trim |
| 34 | IBTG | Ishares Ibonds Dec 2026 Term | -0.2% | -9.92% | Trim |
| 35 | ORCL | Oracle CORP | -0.2% | -3.22% | Trim |
| 36 | HUBB | Hubbell INC | -0.2% | -28.36% | Trim |
| 37 | WFC | Wells Fargo & Co | -0.2% | -63.14% | Trim |
| 38 | GOOGL | Alphabet Inc-cl A | -0.2% | -5.13% | Trim |
| 39 | NVDA | Nvidia CORP | -0.3% | -1.49% | Trim |
| 40 | AMZN | Amazon.com INC | -0.3% | -1.36% | Trim |
| 41 | ACN | Accenture plc | -0.3% | -6.43% | Trim |
| 42 | MA | Mastercard INC - A | -0.4% | -11.76% | Trim |
| 43 | TMO | Thermo Fisher Scientific INC | -0.4% | -13.20% | Trim |
| 44 | GOOG | Alphabet Inc-cl C | -0.6% | -4.32% | Trim |
| 45 | AAPL | Apple INC | -0.6% | -4.07% | Trim |
| 46 | AVGO | Broadcom INC | -1% | -8.64% | Trim |
| 47 | V | Visa Inc-class A Shares | -1.1% | -51.39% | Trim |
| 48 | MSFT | Microsoft CORP | -1.2% | +2.76% | Add |
| 49 | GOVT | Ishares US Treasury Bond ETF | — | NEW | New buy |
| 50 | IEI | Ishares 3-7 Year Treasury Bo | — | EXIT | Sold out |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-17 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-10-17 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-29 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-07 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-28 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-06-20 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-06 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-17 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-18 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-06 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-25 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-12 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-15 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-30 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-17 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-06-15 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-03-10 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-12-21 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-13 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-07-01 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-18 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-15 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-07-31 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-15 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-30 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-27 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-14 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-16 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-06 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-04 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-25 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-15 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-08 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-19 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-23 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-02 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-11 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-06 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-10 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-12 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-13 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-07 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-10 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-13 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-13 | 13F-HR | View on EDGAR |
FAQ
What is Hm Payson & Co and what type of investor is it?
Hm Payson & Co is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $6.9B, spread across 1600 disclosed positions.
What are Hm Payson & Co's largest equity positions?
Based on the latest 13F filing, Hm Payson & Co's top holdings by market value are:
1. Apple INC (AAPL) — $429.6M (6.2%)
2. Microsoft CORP (MSFT) — $352.1M (5.1%)
3. Broadcom INC (AVGO) — $347.5M (5.0%)
4. Alphabet Inc-cl C (GOOG) — $323.7M (4.7%)
5. Nvidia CORP (NVDA) — $298.5M (4.3%)
What changes did Hm Payson & Co make in its most recent portfolio filing?
In the latest reported quarter, Hm Payson & Co made 50 notable position adjustments: 1 new positions were initiated, 20 existing holdings were added to, 28 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Ishares US Treasury Bond ETF (GOVT); Sold out: Ishares 3-7 Year Treasury Bo (IEI); Add: Ishares Core Dividend Growth (DGRO) — shares +955.21%; Add: Vanguard Ftse Developed ETF (VEA) — shares +688.73%; Add: Microsoft CORP (MSFT) — shares +2.76%
What sectors does Hm Payson & Co focus on?
Hm Payson & Co is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 36.5%
• Industrials: 13.7%
• Financials: 11.6%
• Health Care: 11.1%
• Communication Services: 10.3%
• Consumer Discretionary: 10.3%
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