account_balance
Investment manager · 13F filer · SEC CIK 928052
Hm Payson & Co
Reported value$7.54Bas of Jun 30, 2026
Positions1,139 54 new, 39 sold out
Top 10 weight40.3%AAPL alone is 6%
FiledJul 1717 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.4%
AVGOBroadcom Inc.
5.5%Trimmed −2%
GOOGAlphabet Inc.
5.2%
MSFTMicrosoft Corp
4.7%
LRCXLam Research Corp
4.7%Trimmed −4%
NVDANVIDIA Corp
4.6%
AMZNAmazon.com Inc
2.8%
ASMLASML Holding NV
2.3%
VEAVanguard Tax-Managed FDS
2.1%Added +8%
ABBVAbbVie Inc.
2.0%
IBTHiShares Tr
2.0%Trimmed −2%
GOOGLAlphabet Inc.
1.9%Trimmed −7%
AAPLApple Inc.
6.4%
AVGOBroadcom Inc.
5.5%Trimmed −2%
GOOGAlphabet Inc.
5.2%
MSFTMicrosoft Corp
4.7%
LRCXLam Research Corp
4.7%Trimmed −4%
NVDANVIDIA Corp
4.6%
AMZNASML2.3%VEA2.1%
ABBVIBTH
GOOGLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.4% HeldAVGO Broadcom Inc. 5.5% Trimmed −2%GOOG Alphabet Inc. 5.2% HeldMSFT Microsoft Corp 4.7% HeldLRCX Lam Research Corp 4.7% Trimmed −4%NVDA NVIDIA Corp 4.6% HeldAMZN Amazon.com Inc 2.8% HeldASML ASML Holding NV 2.3% Held
VEA Vanguard Tax-Managed FDS 2.1% Added +8%
ABBV AbbVie Inc. 2.0% HeldIBTH iShares Tr 2.0% Trimmed −2%
GOOGL Alphabet Inc. 1.9% Trimmed −7%What changed
Biggest moves since Mar 31, 2026
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