13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000928052
Total reported value
$7.5B
$7.5B
994 檔
18.4%
In Q2 2024, Hm Payson & Co's U.S. equity holdings reached a combined market value of $7.5B, distributed across 994 disclosed stock positions.
During Q2 2024, Hm Payson & Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GOOG) accounted for 18.4% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 994 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.50% | +0.19% | +1.55% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.22% | -0.39% | -2.87% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.68% | +0.56% | +0.71% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.50% | +0.49% | +0.34% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.35% | +0.31% | +878.75% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.02% | -0.09% | -23.02% | |
| 7 | LRCXEUR | Lam Research CORP | Stock-Tech | 2.00% | — | -3.95% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 1.97% | -0.02% | -1.23% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.97% | +0.09% | +1.01% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | +0.09% | +79.10% | |
| 11 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.78% | -0.43% | +13.44% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.78% | +0.10% | +0.05% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.74% | +0.12% | -0.64% | |
| 14 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.71% | — | +7.22% | |
| 15 | ACN | Accenture plc | Stock-Tech | 1.69% | -0.60% | +1.99% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.65% | +0.03% | -0.08% | |
| 17 | CDW | Cdw Corp/de | Stock-Tech | 1.59% | -0.08% | -12.62% | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.58% | -0.22% | +7.28% | |
| 19 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.57% | — | +12.08% | |
| 20 | AME | Ametek Inc | Stock-Industrials | 1.54% | +0.04% | -1.84% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.51% | -0.29% | +76.46% | |
| 22 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.46% | -0.09% | +22.52% | |
| 23 | AZO | Autozone Inc | Stock-Consumer Disc | 1.43% | -0.16% | +9.71% | |
| 24 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.36% | -0.23% | +14.55% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.31% | -0.22% | -3.21% | |
| 26 | ASML | ASML Holding N.V. | Stock-Tech | 1.30% | +0.62% | -1.78% | |
| 27 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.30% | — | +5.45% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.25% | -0.04% | +0.55% | |
| 29 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.21% | — | +6.93% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | -0.20% | +32.45% | |
| 31 | SPGI | S&p Global Inc | Stock-Financials | 1.15% | -0.14% | +2.86% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 1.15% | -0.03% | +17.16% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.06% | +0.07% | -44.87% | |
| 34 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 1.05% | — | +6.33% | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.02% | -0.05% | -0.45% | |
| 36 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.99% | -0.02% | +31.06% | |
| 37 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.86% | +0.02% | +2.75% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.85% | -0.13% | +0.65% | |
| 39 | AON | Aon plc | Stock-Financials | 0.83% | -0.42% | +5.74% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | -0.14% | -5.17% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.78% | — | +36.41% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.77% | -0.12% | -2.59% | |
| 43 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.71% | — | -42.50% | |
| 44 | GD | General Dynamics CORP | Stock-Industrials | 0.71% | -0.08% | -0.36% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.12% | +4.73% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.06% | -2.03% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.67% | +0.12% | -2.19% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.03% | -1.37% | |
| 49 | DHR | Danaher CORP | Stock-Healthcare | 0.62% | -0.14% | -1.60% | |
| 50 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.61% | -0.13% | +29.02% |
According to official SEC Form 13F filings, Hm Payson & Co reported a total U.S. public equity portfolio value of $7.5B across 994 disclosed positions in Q2 2024.
During Q2 2024, Hm Payson & Co's top holdings by market value included AAPL (6.5%)、MSFT (6.2%)、GOOG (4.7%). The largest single position, AAPL, represented 6.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.