Institutional manager
HM PAYSON & CO
Holds positions in 417 of the S&P 500, worth $5.33bn as reported for the quarter ended 31-mar-2026.
Positions held417of 488 index companies covered
Reported value$5.33bnS&P 500 positions only
Top ten weight50%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 417 held. The rest are smaller than every one of these.
Alphabet Inc. (Class A)GOOGL1.6m$446mCommunication ServicesApple Inc.AAPL1.7m$430mInformation TechnologyMicrosoftMSFT951,315$352mInformation TechnologyBroadcomAVGO1.1m$347mInformation TechnologyNvidiaNVDA1.7m$298mInformation TechnologyAmazonAMZN913,771$190mConsumer DiscretionaryLam ResearchLRCX843,259$180mInformation TechnologyJPMorgan ChaseJPM481,849$142mFinancialsAbbVieABBV601,712$131mHealth CareBerkshire HathawayBRK.B213,255$129mFinancialsL3HarrisLHX374,100$129mIndustrialsAmetekAME553,980$119mIndustrialsState Street CorporationSTT1.3m$116mFinancialsMastercardMA210,012$105mFinancialsMeta PlatformsMETA175,665$101mCommunication ServicesThermo Fisher ScientificTMO184,675$91mHealth CareTJX CompaniesTJX564,247$90mConsumer DiscretionaryJohnson & JohnsonJNJ355,670$87mHealth CareHome Depot (The)HD246,956$81mConsumer DiscretionaryCaterpillar Inc.CAT109,265$77mIndustrialsAutoZoneAZO19,195$65mConsumer DiscretionaryMarathon PetroleumMPC245,189$60mEnergyMcDonald'sMCD191,298$59mConsumer DiscretionaryAmgenAMGN164,564$58mHealth CareVisa Inc.V190,754$58mFinancialsS&P GlobalSPGI129,533$55mFinancialsDanaher CorporationDHR280,181$53mHealth CareHubbell IncorporatedHUBB107,044$53mIndustrialsAccentureACN262,435$52mInformation TechnologyLilly (Eli)LLY56,035$52mHealth CareExxonMobilXOM284,948$48mEnergyChevron CorporationCVX222,774$46mEnergyGeneral DynamicsGD127,334$44mIndustrialsAon plcAON122,238$39mFinancialsLowe'sLOW163,663$39mConsumer DiscretionaryAbbott LaboratoriesABT370,318$38mHealth CareRTX CorporationRTX186,717$36mIndustrialsOracle CorporationORCL239,419$35mInformation TechnologyCumminsCMI59,962$32mIndustrialsWalmartWMT258,343$32mConsumer StaplesProcter & GamblePG221,557$32mConsumer StaplesParker HannifinPH26,766$24mIndustrialsAmerican ExpressAXP78,628$24mFinancialsMerck & Co.MRK189,740$23mHealth CareIntuitINTU48,487$21mInformation TechnologyTyler TechnologiesTYL59,604$20mInformation TechnologySalesforceCRM102,041$19mInformation TechnologyDover CorporationDOV90,695$19mIndustrialsBank of AmericaBAC379,367$18mFinancialsD. R. HortonDHI134,205$18mConsumer DiscretionaryIBMIBM74,248$18mInformation TechnologyMSCIMSCI32,576$18mFinancialsDeere & CompanyDE30,595$17mIndustrialsPepsiCoPEP110,205$17mConsumer StaplesCiscoCSCO218,060$17mInformation TechnologyAflacAFL142,317$16mFinancialsTexas InstrumentsTXN69,869$14mInformation TechnologyCSX CorporationCSX323,689$13mIndustrialsPfizerPFE464,978$13mHealth CareEaton CorporationETN35,508$13mIndustrials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.