HM Payson &
HM Payson & reported 1,139 stocks worth $7.5B in its 13F filing for Q2 2026, filed Jul 17, 2026. Its largest holdings are AAPL (6.4%), AVGO (5.5%) and GOOG (5.2%). Compared with Q1 2026, the fund opened new positions in HON and HONA, added to NVDA, VEA and MA, trimmed AAPL, AVGO and GOOG and sold out of WIT, MUB and Q.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $482M | 6.4% | 1.7M | −27K (−2%) | 8 of 8 | |
| 2 |  AVGO Broadcom Inc | $415M | 5.5% | 1.1M | −24K (−2%) | 8 of 8 | |
| 3 |  GOOG Alphabet Inc | $394M | 5.2% | 1.1M | −12K (−1%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $354M | 4.7% | 949K | −2,690 (−0%) | 8 of 8 | |
| 5 |  LRCX Lam Research Corp | $351M | 4.7% | 811K | −32K (−4%) | 7 of 8 | |
| 6 |  NVDA Nvidia Corporation | $348M | 4.6% | 1.7M | +32K (+2%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $215M | 2.8% | 900K | −13K (−1%) | 8 of 8 | |
| 8 |  ASML Asml Holding N V | $172M | 2.3% | 86K | −761 (−1%) | 8 of 8 | |
| 9 |  VEA Vanguard Tax-Managed Fds | $157M | 2.1% | 2.2M | +167K (+8%) | 8 of 8 | |
| 10 |  ABBV Abbvie Inc | $150M | 2.0% | 597K | −4,875 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $23.2M | 103K |
CLEARWATER ANALYTICS HLDGS I | $887K | 38K |
 WIT Wipro Ltd | $690K | 325K |
 MUB Ishares TR | $458K | 4,312 |
 Q Qnity Electronics Inc | $428K | 3,711 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 17, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →HM Payson & 13F FAQ
What does HM Payson & own?
HM Payson & reported 1,139 stocks worth $7.5B in its 13F filing for Q2 2026, filed Jul 17, 2026. Its largest holdings are AAPL (6.4%), AVGO (5.5%) and GOOG (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did HM Payson & buy and sell in Q2 2026?
Compared with Q1 2026: 57 new positions, 196 added to, 259 trimmed and 44 sold out. New positions include HON and HONA. It sold all of WIT, MUB and Q.
When will HM Payson & file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is HM Payson &'s portfolio worth?
The Q2 2026 filing reports $7.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.