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CIK: 0000928052
Total reported value
$7.5B
$7.5B
1144 檔
27.1%
According to the latest 13F quarterly dataset, Hm Payson & Co managed an equity portfolio of $7.5B at the end of Q4 2025, spanning 1144 distinct U.S. exchange-listed positions.
Hm Payson & Co executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 3 holdings and trimming 22 positions.
Showing top 200 holdings (of 1144 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.77% | +0.19% | -0.72% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.31% | -0.39% | +0.19% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 6.00% | +0.49% | -5.96% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.22% | +0.56% | -2.74% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.57% | +0.31% | -0.93% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.02% | +0.09% | +0.37% | |
| 7 | LRCX | Lam Research CORP | Stock-Tech | 2.71% | +2.06% | -13.26% | |
| 8 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 2.35% | -0.23% | +9.26% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.13% | -0.20% | +3.23% | |
| 10 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.12% | -0.23% | +18.96% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.98% | +0.12% | -0.53% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.94% | +0.09% | +0.14% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.92% | -0.02% | -0.01% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.91% | +0.10% | +0.07% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.74% | -0.22% | +0.85% | |
| 16 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.71% | -0.43% | -5.37% | |
| 17 | AME | Ametek Inc | Stock-Industrials | 1.64% | +0.04% | +0.37% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.54% | -0.09% | -1.19% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.48% | -0.29% | -19.62% | |
| 20 | ASML | ASML Holding N.V. | Stock-Tech | 1.47% | +0.62% | -1.46% | |
| 21 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.46% | -0.13% | +20.31% | |
| 22 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.45% | -0.12% | +18.19% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.16% | +0.03% | -11.63% | |
| 24 | AZO | Autozone Inc | Stock-Consumer Disc | 1.09% | -0.16% | -4.77% | |
| 25 | ACN | Accenture plc | Stock-Tech | 1.06% | -0.60% | -10.10% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | +0.07% | -0.37% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.03% | -0.05% | -1.54% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 1.01% | -0.33% | -0.52% | |
| 29 | HUBB | Hubbell Inc | Stock-Industrials | 0.94% | -0.05% | -1.70% | |
| 30 | SPGI | S&p Global Inc | Stock-Financials | 0.92% | -0.14% | +0.46% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.86% | -0.22% | -1.52% | |
| 32 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.82% | -0.01% | +5154.47% | |
| 33 | NVT | nVent Electric plc | Stock-Industrials | 0.82% | +0.22% | -3.98% | |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.08% | +1.69% | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 0.76% | -0.14% | +39.52% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.72% | -0.03% | +4.02% | |
| 37 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.71% | +0.01% | +1677.46% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.11% | +15.88% | |
| 39 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.69% | -0.09% | -4.12% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.68% | +0.12% | -1.44% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.67% | -0.12% | -1.71% | |
| 42 | AON | Aon plc | Stock-Financials | 0.62% | -0.42% | -6.06% | |
| 43 | GD | General Dynamics CORP | Stock-Industrials | 0.61% | -0.08% | -0.53% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.12% | +1.40% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | -0.05% | -22.55% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.53% | -0.13% | -29.08% | |
| 47 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.51% | +0.01% | +2173.20% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.48% | -0.09% | -0.17% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | -0.14% | -1.60% | |
| 50 | LDRC | Ishares Ibonds 1-5 CORP Lad | ETF-Other | 0.44% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1% | -2.74% | Trim |
| 2 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.8% | +5154.47% | Add |
| 3 | IBDU | Ishares Ibonds Dec 2029 Term | +0.7% | +1677.46% | Add |
| 4 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.5% | +2173.20% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.53% | Trim |
| 6 | IBTG | Ishares Ibonds Dec 2026 Term | +0.3% | +18.96% | Add |
| 7 | HON | Honeywell International Inc | +0.3% | +785.59% | Add |
| 8 | DHR | Danaher CORP | +0.3% | +39.52% | Add |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.3% | +0.85% | Add |
| 10 | AAPL | Apple Inc | +0.3% | -0.72% | Trim |
| 11 | LLY | Eli Lilly & Co | +0.3% | +15.88% | Add |
| 12 | LRCX | Lam Research CORP | +0.2% | -13.26% | Trim |
| 13 | IBDR | Ishares Ibonds Dec 2026 Term | +0.2% | +20.31% | Add |
| 14 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.2% | +18.19% | Add |
| 15 | DGRO | Ishares Core Dividend Growth | +0.2% | +1940.32% | Add |
| 16 | IBTI | Ishares Ibonds Dec 2028 Term | +0.2% | +681.14% | Add |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.2% | +237.23% | Add |
| 18 | IBTH | Ishares Ibonds Dec 2027 Term | +0.2% | +9.26% | Add |
| 19 | CAT | Caterpillar Inc | +0.2% | -0.52% | Trim |
| 20 | IBTJ | Ishares Ibonds Dec 2029 Term | +0.1% | +5752.26% | Add |
| 21 | AMGN | Amgen Inc | +0.1% | +4.02% | Add |
| 22 | AMZN | Amazon.com Inc | +0.1% | +0.37% | Add |
| 23 | AME | Ametek Inc | +0.1% | +0.37% | Add |
| 24 | ASML | ASML Holding N.V. | +0.1% | -1.46% | Trim |
| 25 | JNJ | Johnson & Johnson | +0.1% | -0.37% | Trim |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +3.23% | Add |
| 27 | CMI | Cummins Inc | +0.1% | — | Unchanged |
| 28 | DE | Deere & Co | -0.1% | -27.64% | Trim |
| 29 | TYL | Tyler Technologies Inc | -0.1% | -2.71% | Trim |
| 30 | FISV | Fiserv Inc | -0.1% | -77.96% | Trim |
| 31 | DPZ | Domino's Pizza Inc | -0.2% | -99.90% | Trim |
| 32 | RSP | Invesco S&p 500 Equal Weight | -0.2% | -22.55% | Trim |
| 33 | MPC | Marathon Petroleum CORP | -0.2% | -4.12% | Trim |
| 34 | AVGO | Broadcom Inc | -0.2% | -5.96% | Trim |
| 35 | CSL | Carlisle Cos Inc | -0.2% | -33.22% | Trim |
| 36 | LHX | L3harris Technologies Inc | -0.2% | -5.37% | Trim |
| 37 | LOW | Lowe's Cos Inc | -0.3% | -29.08% | Trim |
| 38 | ORCL | Oracle CORP | -0.3% | -1.44% | Trim |
| 39 | AZO | Autozone Inc | -0.4% | -4.77% | Trim |
| 40 | HD | Home Depot Inc | -0.4% | -11.63% | Trim |
| 41 | CDW | Cdw Corp/de | -0.4% | -53.82% | Trim |
| 42 | MSFT | Microsoft CORP | -0.6% | +0.19% | Add |
| 43 | META | Meta Platforms Inc-class A | -0.6% | -19.62% | Trim |
| 44 | TLT | iShares 20+ Year Treasury Bond ETF | — | EXIT | Sold out |
| 45 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 46 | LDRC | Ishares Ibonds 1-5 CORP Lad | — | NEW | New buy |
| 47 | MSCI | Msci Inc | — | NEW | New buy |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | — | EXIT | Sold out |
| 49 | LDRT | Ishares Ibond 1-5 Trea Lad | — | NEW | New buy |
| 50 | IBTK | Ishares Ibonds Dec 2030 Trea | — | NEW | New buy |
According to official SEC Form 13F filings, Hm Payson & Co reported a total U.S. public equity portfolio value of $7.5B across 1144 disclosed positions in Q4 2025.
During Q4 2025, Hm Payson & Co's top holdings by market value included AAPL (6.8%)、MSFT (6.3%)、AVGO (6.0%). The largest single position, AAPL, represented 6.8% 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, MSFT, AVGO) accounted for 27.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
LDRC
市值: $31.5M
Top Position Liquidated / Trimmed
TLT
前期市值: $120.2M
In Q4 2025, Hm Payson & Co made 49 total portfolio adjustments, initiating 4 new buys, adding to 20 positions, trimming 22 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.
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