Hm Payson & Co Top Holdings and 13F Report (2025) About Hm Payson & CoInvestment ActivityHm Payson & Co has $5.90 billion in total holdings as of December 31, 2024.Hm Payson & Co owns shares of 1,033 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 7.06% of the portfolio was purchased this quarter.About 6.56% of the portfolio was sold this quarter.This quarter, Hm Payson & Co has purchased 1,118 new stocks and bought additional shares in 204 stocks.Hm Payson & Co sold shares of 338 stocks and completely divested from 148 stocks this quarter.Largest Holdings Apple $444,318,924Broadcom $354,298,278Microsoft $329,196,876Alphabet $275,052,517NVIDIA $208,896,979 Largest New Holdings this Quarter LAM RESEARCH CORP $82,796,694 HoldingPGIM ETF TR $1,503,181 HoldingJanus Henderson AAA CLO ETF $1,501,777 HoldingBLACKROCK INC $1,289,174 HoldingARISTA NETWORKS INC $477,601 Holding Largest Purchases this Quarter iShares iBonds Dec 2027 Term Treasury ETF 4,380,185 shares (about $97.23M)LAM RESEARCH CORP 1,146,277 shares (about $82.80M)iShares iBonds Dec 2027 Term Corporate ETF 2,397,451 shares (about $57.44M)ASML 28,179 shares (about $19.53M)iShares iBonds Dec 2026 Term Corporate ETF 670,827 shares (about $16.15M) Largest Sales this Quarter Merck & Co., Inc. 333,686 shares (about $33.20M)WEX 87,512 shares (about $15.34M)SPDR Portfolio S&P 500 ETF 214,378 shares (about $14.78M)Marathon Petroleum 94,471 shares (about $13.18M)Terex 238,303 shares (about $11.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHm Payson & Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$444,318,924$5,925,438 ▲1.4%1,774,2957.5%Computer and TechnologyAVGOBroadcom$354,298,278$3,472,267 ▼-1.0%1,528,2026.0%Computer and TechnologyMSFTMicrosoft$329,196,876$4,502,883 ▲1.4%781,0135.6%Computer and TechnologyGOOGAlphabet$275,052,517$752,048 ▲0.3%1,444,3004.7%Computer and TechnologyNVDANVIDIA$208,896,979$4,704,582 ▲2.3%1,555,5663.5%Computer and TechnologyAMZNAmazon.com$177,004,121$4,857,077 ▲2.8%806,8013.0%Retail/WholesaleMAMastercard$129,605,464$131,643 ▲0.1%246,1312.2%Business ServicesVVisa$129,219,021$437,084 ▲0.3%408,8692.2%Business ServicesACNAccenture$111,376,891$2,942,376 ▲2.7%316,6001.9%Computer and TechnologyBRK.BBerkshire Hathaway$109,567,423$1,073,822 ▼-1.0%241,7211.9%FinanceIBTHiShares iBonds Dec 2027 Term Treasury ETF$109,446,706$97,225,648 ▲795.6%4,930,7651.9%ManufacturingABBVAbbVie$109,410,494$6,625,904 ▲6.4%615,7031.9%MedicalHDHome Depot$102,346,967$313,527 ▼-0.3%263,1091.7%Retail/WholesaleMETAMeta Platforms$102,262,709$1,489,536 ▲1.5%174,6561.7%Computer and TechnologyLHXL3Harris Technologies$98,378,600$2,812,493 ▲2.9%467,8461.7%AerospaceIBTFiShares iBonds Dec 2025 Term Treasury ETF$96,498,045$6,801,348 ▲7.6%4,137,9951.6%ManufacturingAMEAMETEK$95,602,594$635,957 ▲0.7%530,3601.6%Computer and TechnologyGOOGLAlphabet$95,497,046$47,514 ▲0.0%504,4741.6%Computer and TechnologyIBTGiShares iBonds Dec 2026 Term Treasury ETF$91,517,280$11,997,946 ▲15.1%4,012,1561.6%ManufacturingTMOThermo Fisher Scientific$86,775,670$6,435,785 ▲8.0%166,8021.5%MedicalLAM RESEARCH CORP$82,796,694$82,796,694 ▲New Holding1,146,2771.4%COM NEWJPMJPMorgan Chase & Co.$79,426,839$381,378 ▲0.5%331,3461.3%FinanceIBDQiShares iBonds Dec 2025 Term Corporate ETF$76,207,269$7,020,962 ▲10.1%3,042,2071.3%ETFAZOAutoZone$73,433,128$2,603,171 ▲3.7%22,9341.2%Retail/WholesaleASMLASML$68,544,943$19,530,308 ▲39.8%98,8991.2%Computer and TechnologyIBDSiShares iBonds Dec 2027 Term Corporate ETF$66,218,491$57,442,925 ▲654.6%2,763,7101.1%ETFHUBBHubbell$63,688,061$3,991,186 ▲6.7%152,0401.1%Industrial ProductsCDWCDW$62,942,386$5,310,841 ▼-7.8%361,6541.1%Computer and TechnologyTJXTJX Companies$60,173,762$775,238 ▼-1.3%498,0861.0%Retail/WholesaleSPGIS&P Global$59,813,619$292,843 ▲0.5%120,1001.0%Business ServicesMCDMcDonald's$59,403,313$233,361 ▼-0.4%204,9171.0%Retail/WholesaleLOWLowe's Companies$54,062,395$839,615 ▲1.6%219,0530.9%Retail/WholesaleAMGNAmgen$53,795,856$1,881,561 ▲3.6%206,3990.9%MedicalJNJJohnson & Johnson$53,598,670$1,946,008 ▼-3.5%370,6170.9%MedicalIBDRiShares iBonds Dec 2026 Term Corporate ETF$53,393,244$16,146,810 ▲43.4%2,218,2480.9%ETFOTISOtis Worldwide$52,602,452$139,471 ▼-0.3%568,0000.9%ConstructionMPCMarathon Petroleum$49,096,525$13,178,720 ▼-21.2%351,9460.8%Oils/EnergyCATCaterpillar$46,955,926$459,979 ▼-1.0%129,4410.8%Industrial ProductsAONAON$46,059,803$304,209 ▲0.7%128,2430.8%FinanceABTAbbott Laboratories$44,402,455$842,330 ▼-1.9%392,5600.8%MedicalORCLOracle$43,069,452$77,488 ▼-0.2%258,4580.7%Computer and TechnologyNVTnVent Electric$41,404,542$11,524,152 ▲38.6%607,4610.7%Computer and TechnologyXOMExxon Mobil$39,460,663$2,610,294 ▲7.1%366,8370.7%Oils/EnergyDHID.R. Horton$39,456,813$377,934 ▼-0.9%282,1970.7%ConstructionPGProcter & Gamble$38,575,924$187,265 ▲0.5%230,0980.7%Consumer StaplesTYLTyler Technologies$36,248,744$142,430 ▼-0.4%62,8620.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$35,482,684$196,992 ▼-0.6%60,5210.6%FinanceGDGeneral Dynamics$35,103,939$196,036 ▲0.6%133,2270.6%AerospaceCVXChevron$33,006,371$1,210,281 ▲3.8%227,8820.6%Oils/EnergyDHRDanaher$32,714,231$2,391,216 ▲7.9%142,5150.6%MedicalMRKMerck & Co., Inc.$31,549,287$33,197,387 ▼-51.3%317,1200.5%MedicalSPLGSPDR Portfolio S&P 500 ETF$26,848,684$14,779,220 ▼-35.5%389,4500.5%ETFUNHUnitedHealth Group$26,483,376$421,383 ▼-1.6%52,3530.4%MedicalADBEAdobe$26,262,640$1,196,627 ▲4.8%59,0600.4%Computer and TechnologyNXPINXP Semiconductors$26,129,106$1,543,914 ▼-5.6%125,7110.4%Computer and TechnologyWMTWalmart$25,588,513$120,166 ▼-0.5%283,2150.4%Retail/WholesaleBRK.ABerkshire Hathaway$25,194,040$2,042,760 ▲8.8%370.4%FinanceAXPAmerican Express$25,077,478$944,382 ▲3.9%84,4960.4%FinanceRTXRTX$21,846,616$174,621 ▲0.8%188,7890.4%AerospaceCMICummins$21,693,277$34,163 ▲0.2%62,2300.4%Auto/Tires/TrucksRSPInvesco S&P 500 Equal Weight ETF$19,414,257$139,834 ▲0.7%110,7930.3%ETFPHParker-Hannifin$18,757,798$719,350 ▼-3.7%29,4920.3%Industrial ProductsAFLAflac$18,458,205$296,769 ▼-1.6%178,4440.3%FinancePEPPepsiCo$18,096,766$91,084 ▲0.5%119,0110.3%Consumer StaplesDOVDover$17,768,889$542,726 ▲3.2%94,7170.3%Industrial ProductsLLYEli Lilly and Company$16,634,362$313,433 ▼-1.8%21,5470.3%MedicalIBMInternational Business Machines$16,620,908$67,048 ▼-0.4%75,6080.3%Computer and TechnologyTXNTexas Instruments$15,606,567$23,064 ▲0.1%83,2310.3%Computer and TechnologyPFEPfizer$14,980,198$1,843,279 ▼-11.0%564,6510.3%MedicalTSMTaiwan Semiconductor Manufacturing$14,674,816$99,337 ▼-0.7%74,3070.2%Computer and TechnologyDEDeere & Company$13,392,463$11,664,964 ▲675.3%31,6070.2%Industrial ProductsCSCOCisco Systems$13,271,149$129,233 ▼-1.0%224,1750.2%Computer and TechnologyADPAutomatic Data Processing$12,410,289$302,976 ▲2.5%42,3950.2%Business ServicesBACBank of America$11,926,823$768,157 ▲6.9%271,3730.2%FinanceBDXBecton, Dickinson and Company$11,853,732$14,747 ▲0.1%52,2490.2%MedicalCSXCSX$11,156,444$88,710 ▼-0.8%345,7220.2%TransportationWEXWEX$10,839,861$15,342,605 ▼-58.6%61,8290.2%Business ServicesSUSAiShares MSCI USA ESG Select ETF$10,713,185$695,252 ▲6.9%88,1090.2%ETFHPQHP$10,678,535$2,064,567 ▼-16.2%327,2610.2%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$9,648,339$638,526 ▲7.1%165,8360.2%ETFIDXXIDEXX Laboratories$9,106,017$549,048 ▼-5.7%22,0250.2%MedicalFIFiserv$9,015,679$38,414 ▼-0.4%43,8890.2%Business ServicesIEIiShares 3-7 Year Treasury Bond ETF$8,193,4200.0%70,9080.1%ETFBXBlackstone$7,663,207$101,383 ▼-1.3%44,4450.1%FinanceSHWSherwin-Williams$6,972,985$102,999 ▼-1.5%20,5130.1%Basic MaterialsINTUIntuit$6,826,139$33,311 ▲0.5%10,8610.1%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$6,753,189$327,948 ▲5.1%160,5990.1%ETFCLColgate-Palmolive$6,384,440$12,455 ▲0.2%70,2280.1%Consumer StaplesSPYVSPDR Portfolio S&P 500 Value ETF$6,236,279$1,909,980 ▼-23.4%121,9450.1%ETFAMTAmerican Tower$6,182,936$17,607 ▲0.3%33,7110.1%FinanceCARRCarrier Global$6,128,267$38,977 ▼-0.6%89,7780.1%Computer and TechnologyITWIllinois Tool Works$6,120,696$22,567 ▼-0.4%24,1390.1%Industrial ProductsAPDAir Products and Chemicals$6,041,534$382,853 ▲6.8%20,8300.1%Basic MaterialsSPMDSPDR Portfolio S&P 400 Mid Cap ETF$5,972,543$1,891,075 ▼-24.0%109,2070.1%ETFKOCoca-Cola$5,928,647$118,294 ▲2.0%95,2240.1%Consumer StaplesMDLZMondelez International$5,894,577$55,549 ▼-0.9%98,6870.1%Consumer StaplesBILSSPDR Bloomberg 3-12 Month T-Bill ETF$5,638,562$39,065 ▼-0.7%56,8690.1%ETFIJRiShares Core S&P Small-Cap ETF$5,597,960$227,214 ▲4.2%48,5850.1%ETFBMYBristol-Myers Squibb$5,535,475$428,895 ▲8.4%97,8690.1%MedicalPMPhilip Morris International$5,496,024$96,039 ▼-1.7%45,6670.1%Consumer StaplesShowing largest 100 holdings. 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