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
1033 檔
21.4%
During the Q4 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 1033 reported positions.
In Q4 2024, Hm Payson & Co displayed an active expansion posture, initiating 1 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1033 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.54% | +0.19% | +1.35% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 6.01% | +0.49% | -0.97% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.58% | -0.39% | +1.39% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.67% | +0.56% | +0.27% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.54% | +0.31% | +2.30% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.00% | +0.09% | +2.82% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 2.20% | -0.02% | +0.10% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.19% | +0.09% | +0.34% | |
| 9 | ACN | Accenture plc | Stock-Tech | 1.89% | -0.60% | +2.71% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.86% | -0.09% | -0.97% | |
| 11 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 1.86% | -0.23% | +795.56% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.86% | +0.10% | +6.45% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.74% | +0.03% | -0.31% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.73% | -0.29% | +1.48% | |
| 15 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.67% | -0.43% | +2.94% | |
| 16 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.64% | — | +7.58% | |
| 17 | AME | Ametek Inc | Stock-Industrials | 1.62% | +0.04% | +0.67% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.62% | +0.12% | +0.05% | |
| 19 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.55% | -0.23% | +15.09% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.47% | -0.22% | +8.01% | |
| 21 | LRCX | Lam Research CORP | Stock-Tech | 1.40% | +2.06% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | -0.20% | +0.48% | |
| 23 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.29% | — | +10.15% | |
| 24 | AZO | Autozone Inc | Stock-Consumer Disc | 1.25% | -0.16% | +3.68% | |
| 25 | ASML | ASML Holding N.V. | Stock-Tech | 1.16% | +0.62% | +39.85% | |
| 26 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.12% | -0.12% | +654.58% | |
| 27 | HUBB | Hubbell Inc | Stock-Industrials | 1.08% | -0.05% | +6.69% | |
| 28 | CDW | Cdw Corp/de | Stock-Tech | 1.07% | -0.08% | -7.78% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.02% | -0.05% | -1.27% | |
| 30 | SPGI | S&p Global Inc | Stock-Financials | 1.01% | -0.14% | +0.49% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.01% | -0.22% | -0.39% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.92% | -0.13% | +1.58% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.91% | -0.03% | +3.62% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | +0.07% | -3.50% | |
| 35 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.91% | -0.13% | +43.35% | |
| 36 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.89% | -0.02% | -0.26% | |
| 37 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.83% | -0.09% | -21.16% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.80% | -0.33% | -0.97% | |
| 39 | AON | Aon plc | Stock-Financials | 0.78% | -0.42% | +0.66% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.75% | -0.12% | -1.86% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.73% | +0.12% | -0.18% | |
| 42 | NVT | nVent Electric plc | Stock-Industrials | 0.70% | +0.22% | +38.57% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.12% | +7.08% | |
| 44 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.67% | +0.02% | -0.95% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.06% | +0.49% | |
| 46 | TYL | Tyler Technologies Inc | Stock-Tech | 0.61% | -0.08% | -0.39% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | -0.14% | -0.55% | |
| 48 | GD | General Dynamics CORP | Stock-Industrials | 0.60% | -0.08% | +0.56% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.03% | +3.81% | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 0.55% | -0.14% | +7.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBTH | Ishares Ibonds Dec 2027 Term | +1.7% | +795.56% | Add |
| 2 | AVGO | Broadcom Inc | +1.5% | -0.97% | Trim |
| 3 | LRCX | Lam Research CORP | +1.4% | NEW | New buy |
| 4 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +1% | +654.58% | Add |
| 5 | AAPL | Apple Inc | +0.6% | +1.35% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | +0.27% | Add |
| 7 | AMZN | Amazon.com Inc | +0.5% | +2.82% | Add |
| 8 | NVDA | Nvidia CORP | +0.4% | +2.30% | Add |
| 9 | V | Visa Inc-class A Shares | +0.3% | +0.34% | Add |
| 10 | IBDR | Ishares Ibonds Dec 2026 Term | +0.3% | +43.35% | Add |
| 11 | DE | Deere & Co | +0.2% | +675.25% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.05% | Add |
| 13 | IBTG | Ishares Ibonds Dec 2026 Term | +0.2% | +15.09% | Add |
| 14 | NVT | nVent Electric plc | +0.2% | +38.57% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +0.48% | Add |
| 16 | ASML | ASML Holding N.V. | +0.2% | +39.85% | Add |
| 17 | MA | Mastercard Inc - A | +0.1% | +0.10% | Add |
| 18 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.1% | +10.15% | Add |
| 19 | TLT | iShares 20+ Year Treasury Bond ETF | +0.1% | +7.58% | Add |
| 20 | AME | Ametek Inc | +0.1% | +0.67% | Add |
| 21 | AZO | Autozone Inc | +0.1% | +3.68% | Add |
| 22 | AXP | American Express Co | +0.1% | +3.91% | Add |
| 23 | META | Meta Platforms Inc-class A | 0% | +1.48% | Add |
| 24 | PFE | Pfizer Inc | -0.1% | -10.96% | Trim |
| 25 | HPQ | Hp Inc | -0.1% | -16.20% | Trim |
| 26 | MCD | Mcdonald's CORP | -0.1% | -0.39% | Trim |
| 27 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -91.51% | Trim |
| 28 | UNH | Unitedhealth Group Inc | -0.1% | -1.57% | Trim |
| 29 | LOW | Lowe's Cos Inc | -0.1% | +1.58% | Add |
| 30 | CAT | Caterpillar Inc | -0.1% | -0.97% | Trim |
| 31 | DHR | Danaher CORP | -0.1% | +7.89% | Add |
| 32 | GD | General Dynamics CORP | -0.1% | +0.56% | Add |
| 33 | HD | Home Depot Inc | -0.1% | -0.31% | Trim |
| 34 | ABBV | Abbvie Inc | -0.1% | +6.45% | Add |
| 35 | NXPI | NXP Semiconductors N.V. | -0.1% | -5.58% | Trim |
| 36 | OTIS | Otis Worldwide CORP | -0.1% | -0.26% | Trim |
| 37 | JNJ | Johnson & Johnson | -0.2% | -3.50% | Trim |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.2% | +8.01% | Add |
| 39 | LHX | L3harris Technologies Inc | -0.2% | +2.94% | Add |
| 40 | AMGN | Amgen Inc | -0.2% | +3.62% | Add |
| 41 | TEX | Terex CORP | -0.2% | -96.80% | Trim |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.2% | -35.50% | Trim |
| 43 | DHI | Dr Horton Inc | -0.3% | -0.95% | Trim |
| 44 | WEX | Wex Inc | -0.4% | -58.60% | Trim |
| 45 | MPC | Marathon Petroleum CORP | -0.4% | -21.16% | Trim |
| 46 | CDW | Cdw Corp/de | -0.5% | -7.78% | Trim |
| 47 | MRK | Merck & Co. Inc. | -0.7% | -51.27% | Trim |
| 48 | IBDP | Ishares Ibonds Dec 2024 Term | -1.2% | EXIT | Sold out |
| 49 | IBTE | Ishares Ibonds Dec 2024 Term | -1.5% | EXIT | Sold out |
| 50 | LRCXEUR | Lam Research CORP | -1.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Hm Payson & Co reported a total U.S. public equity portfolio value of $7.5B across 1033 disclosed positions in Q4 2024.
During Q4 2024, Hm Payson & Co's top holdings by market value included AAPL (7.5%)、AVGO (6.0%)、MSFT (5.6%). The largest single position, AAPL, represented 7.5% 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 terms of portfolio concentration, the top 5 core holdings (including AAPL, AVGO, MSFT) accounted for 21.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $82.8M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $90.4M
In Q4 2024, Hm Payson & Co made 50 total portfolio adjustments, initiating 1 new buys, adding to 28 positions, trimming 18 holdings, and fully liquidating 3 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.