Data as of Q4 2025 (Dec 31, 2025)

HM PAYSON & CO

•CIK: 928052•Filing: Q4 2025

HM Payson & Co, with $7.1B in AUM, is known for its concentrated tech-heavy portfolio, led by top holdings in AAPL, MSFT, and AVGO. Recently, the fund made notable moves by adding IBDT and IBDV, which surged by 5314% and 2165% respectively, while exiting positions in RYLBF and HTH.

Total AUM
$7.1B
QoQ Performance
+12.2%
Positions
958
Top 10 Concentration
42.1%
Latest Filing
Q4 2025

Top Holdings Allocation

AAPL
MSFT
AVGO
GOOG
AAPL6.8%
MSFT6.3%
AVGO6.0%
GOOG5.2%
NVDA4.6%
AMZN3.0%
LRCX2.7%
IBTH2.4%

📈 Biggest Buys

IBDT
ISHARES TR
+5306.4%
0.8% of portfolio
IBDU
ISHARES TR
+18194.8%
0.7% of portfolio
IBDV
ISHARES TR
+2173.2%
0.5% of portfolio
IBTG
ISHARES TR
+29.8%
2.1% of portfolio
LDRC
ISHARES TR
NEW
0.4% of portfolio

📉 Biggest Sells

AVGO
BROADCOM INC
-10.7%
6.0% of portfolio
LHX
L3HARRIS TECHNOLOGIES INC
-23.4%
1.7% of portfolio
LRCX
LAM RESEARCH CORP
-13.3%
2.7% of portfolio
CDW
CDW CORP
-55.9%
0.3% of portfolio
META
META PLATFORMS INC
-19.2%
1.5% of portfolio

Sector Breakdown

Technology38.5%
Other31.9%
Financial9.9%
Healthcare8.3%
Consumer6.3%
Industrial2.4%
Energy1.3%
ETF0.6%

🚪 Exited Positionssold since Q3 2025

—
ISHARES TR
SOLD
$105.6M
IBDQ
ISHARES TR
SOLD
$78.5M
NVO
NOVO-NORDISK A S
SOLD
$24.1M
DPZ
DOMINOS PIZZA INC
SOLD
$14.4M
SPYV
SPDR SERIES TRUST
SOLD
$6.4M
+924 more exited positions

Changes from Q3 2025

NEW4 new positions
↑81 increased
↓102 decreased

Historical Filings

Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

AAPL6.8%
APPLE INC
$479.7M
MSFT6.3%
MICROSOFT CORP
$447.7M
AVGO6.0%
BROADCOM INC
$425.3M
GOOG5.2%
ALPHABET INC
$370.1M
NVDA4.6%
NVIDIA CORPORATION
$324.0M

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