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CIK: 0000928052
Total reported value
$7.5B
$7.5B
960 檔
15.7%
During the Q1 2024 filing period, Hm Payson & Co (CIK: 0000928052) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $7.5B across 960 reported positions.
During Q1 2024, Hm Payson & Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 960 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.16% | -0.39% | -0.04% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.33% | +0.19% | -3.21% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.95% | +0.56% | -1.16% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.79% | +0.49% | -5.98% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.77% | -0.09% | -7.84% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.56% | +0.31% | +97.10% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 2.23% | -0.02% | +1.71% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.13% | +0.07% | -4.55% | |
| 9 | CDW | Cdw Corp/de | Stock-Tech | 2.12% | -0.08% | +2.70% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.12% | +0.09% | +1.72% | |
| 11 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.94% | — | -12.22% | |
| 12 | ACN | Accenture plc | Stock-Tech | 1.94% | -0.60% | -0.22% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.93% | +0.10% | +0.17% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.88% | +0.03% | -2.93% | |
| 15 | AME | Ametek Inc | Stock-Industrials | 1.76% | +0.04% | +7.40% | |
| 16 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.63% | — | +66.42% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.58% | -0.22% | +1.02% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.53% | -0.22% | -5.31% | |
| 19 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.52% | -0.43% | +59.52% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.49% | +0.12% | -1.93% | |
| 21 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.43% | — | +944.61% | |
| 22 | AZO | Autozone Inc | Stock-Consumer Disc | 1.42% | -0.16% | +6.90% | |
| 23 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.41% | -0.09% | -14.34% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.36% | -0.04% | -2.84% | |
| 25 | ASML | ASML Holding N.V. | Stock-Tech | 1.29% | +0.62% | -3.62% | |
| 26 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.26% | — | +15.92% | |
| 27 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.22% | -0.23% | +2527.43% | |
| 28 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.16% | — | +13.54% | |
| 29 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.16% | — | +18.04% | |
| 30 | SPGI | S&p Global Inc | Stock-Financials | 1.09% | -0.14% | -3.30% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.08% | +0.01% | -23.54% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | +0.09% | +0.01% | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.00% | -0.13% | +18.31% | |
| 34 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.00% | +0.02% | +8.27% | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.96% | -0.05% | -1.63% | |
| 36 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.96% | — | +105.09% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | -0.20% | -2.11% | |
| 38 | AON | Aon plc | Stock-Financials | 0.92% | -0.42% | -19.90% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.91% | -0.03% | +21.98% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.88% | -0.12% | +0.64% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.29% | +8.11% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.83% | -0.14% | -4.11% | |
| 43 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.80% | -0.02% | +26.14% | |
| 44 | WEX | Wex Inc | Stock-Tech | 0.75% | — | +4.79% | |
| 45 | GD | General Dynamics CORP | Stock-Industrials | 0.71% | -0.08% | -0.95% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.06% | -1.15% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.12% | -0.78% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.65% | -0.03% | -28.59% | |
| 49 | DHR | Danaher CORP | Stock-Healthcare | 0.65% | -0.14% | -2.88% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.62% | +0.12% | -2.07% |
According to official SEC Form 13F filings, Hm Payson & Co reported a total U.S. public equity portfolio value of $7.5B across 960 disclosed positions in Q1 2024.
During Q1 2024, Hm Payson & Co's top holdings by market value included MSFT (6.2%)、AAPL (5.3%)、GOOG (4.0%). The largest single position, MSFT, represented 6.2% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, GOOG) accounted for 15.7% of total reported equity market value during Q1 2024.
In Q1 2024, Hm Payson & Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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