HM Payson & Co holds a diversified book of 1124 stocks worth $6.9B as of Q1 2026 (disclosed Apr 13, 2026, a ~45-day 13F lag). This quarter they opened Ishares US Treasury Bond ETF and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/928052/holdings"
Use Arkolith to show HM PAYSON & CO's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
80% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $429.6M | 1.69M | 6.2% | ▼−4.1% Reduced · −72K sh | |
| 2 | Microsoft Corp COM | $352.1M | 951.3K | 5.1% | ▲+2.8% Added · +26K sh | |
| 3 | Broadcom Inc COM | $347.5M | 1.12M | 5.0% | ▼−8.6% Reduced · −106K sh | |
| 4 | Alphabet Inc CAP STK CL C | $323.7M | 1.13M | 4.7% | ▼−4.3% Reduced · −51K sh | |
| 5 | Nvidia Corporation COM | $298.5M | 1.71M | 4.3% | ▼−1.5% Reduced · −26K sh | |
| 6 | Amazon Com Inc COM | $190.3M | 913.8K | 2.7% | ▼−1.4% Reduced · −13K sh | |
| 7 | Lam Research Corp COM NEW | $180.2M | 843.3K | 2.6% | ▼−25% Reduced · −278K sh | |
| 8 | Ishares TR IBONDS 27 TRM TS | $151.6M | 6.76M | 2.2% | ▼−9.1% Reduced · −673K sh | |
| 9 | JPMorgan Chase & Co COM | $141.7M | 481.8K | 2.0% | ▲+2.9% Added · +13K sh | |
| 10 | Ishares TR CORE DIV GRWTH | $137.9M | 1.97M | 2.0% | ▲11× Added · +1.8M sh | |
| 11 | Ishares TR IBONDS 26 TRM TS | $135.4M | 5.91M | 2.0% | ▼−9.9% Reduced · −651K sh | |
| 12 | Abbvie Inc COM | $130.9M | 601.7K | 1.9% | ▲+1.5% Added · +9K sh | |
| 13 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $130.7M | 2.04M | 1.9% | ▲+689% Added · +1.8M sh | |
| 14 | L3harris Technologies Inc COM | $129.1M | 374.1K | 1.9% | ▼−9.6% Reduced · −40K sh | |
| 15 | Alphabet Inc CAP STK CL A | $122.6M | 426.2K | 1.8% | ▼−5.1% Reduced · −23K sh | |
| 16 | Ametek Inc COM | $118.8M | 554.0K | 1.7% | ▼−2.4% Reduced · −13K sh | |
| 17 | ASML Hldg NV N Y REGISTRY SHS | $115.1M | 87.1K | 1.7% | ▼−10% Reduced · −10K sh | |
| 18 | Mastercard Incorporated CL A | $104.9M | 210.0K | 1.5% | ▼−12% Reduced · −28K sh | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $102.2M | 213.2K | 1.5% | ▼−1.7% Reduced · −4K sh | |
| 20 | Ishares TR IBONDS DEC2026 | $101.6M | 4.19M | 1.5% | ▼−2.2% Reduced · −93K sh | |
| 21 | Meta Platforms Inc CL A | $100.5M | 175.7K | 1.4% | ▲+11% Added · +17K sh | |
| 22 | Ishares TR IBONDS 27 ETF | $100.2M | 4.13M | 1.4% | ▼−2.5% Reduced · −105K sh | |
| 23 | Thermo Fisher Scientific Inc COM | $90.8M | 184.7K | 1.3% | ▼−13% Reduced · −28K sh | |
| 24 | TJX Cos Inc New COM | $90.1M | 564.2K | 1.3% | ▲+19% Added · +90K sh | |
| 25 | Johnson & Johnson COM | $86.9M | 355.7K | 1.3% | ▲+0.7% Added · +2K sh | |
| 26 | Home Depot Inc COM | $81.2M | 247.0K | 1.2% | ▲+2.9% Added · +7K sh | |
| 27 | Caterpillar Inc COM | $77.4M | 109.3K | 1.1% | ▼−12% Reduced · −15K sh | |
| 28 | Ishares TR IBDS DEC28 ETF | $74.5M | 2.94M | 1.1% | ▲+28% Added · +650K sh | |
| 29 | Ishares TR IBONDS DEC 29 | $65.8M | 2.83M | 0.9% | ▲+31% Added · +665K sh | |
| 30 | Autozone Inc COM | $64.8M | 19.2K | 0.9% | ▼−16% Reduced · −4K sh | |
| 31 | Marathon Pete Corp COM | $59.9M | 245.2K | 0.9% | ▼−19% Reduced · −58K sh | |
| 32 | McDonalds Corp COM | $59.5M | 191.3K | 0.9% | ▼−3.6% Reduced · −7K sh | |
| 33 | Amgen Inc COM | $57.9M | 164.6K | 0.8% | ▲+6.2% Added · +10K sh | |
| 34 | Visa Inc COM CL A | $57.7M | 190.8K | 0.8% | ▼−51% Reduced · −202K sh | |
| 35 | S&P Global Inc COM | $55.1M | 129.5K | 0.8% | ▲+4.2% Added · +5K sh | |
| 36 | Ishares TR IBONDS DEC 2030 | $53.7M | 2.45M | 0.8% | ▲+48% Added · +801K sh | |
| 37 | Danaher Corp Del COM | $53.1M | 280.2K | 0.8% | ▲+19% Added · +45K sh | |
| 38 | Hubbell Inc COM | $52.5M | 107.0K | 0.8% | ▼−28% Reduced · −42K sh | |
| 39 | Accenture PLC Ireland SHS CLASS A | $52.0M | 262.4K | 0.8% | ▼−6.4% Reduced · −18K sh | |
| 40 | Nvent Elec PLC SHS | $51.5M | 435.8K | 0.7% | ▼−24% Reduced · −134K sh | |
| 41 | Eli Lilly & Co COM | $51.5M | 56.0K | 0.7% | ▲+21% Added · +10K sh | |
| 42 | SPDR Series Trust STATE STREET SPD | $50.6M | 661.2K | 0.7% | ▼−7.1% Reduced · −51K sh | |
| 43 | Ishares TR IBONDS 1-5 YR CO | $48.8M | 1.93M | 0.7% | ▲+56% Added · +692K sh | |
| 44 | Exxon Mobil Corp COM | $48.3M | 284.9K | 0.7% | ▼−16% Reduced · −54K sh | |
| 45 | Chevron Corporation COM | $46.1M | 222.8K | 0.7% | ▲+23% Added · +42K sh | |
| 46 | General Dynamics Corp COM | $43.7M | 127.3K | 0.6% | ▼−0.3% Reduced · −421 sh | |
| 47 | Aon PLC SHS CL A | $39.5M | 122.2K | 0.6% | ▼−2.2% Reduced · −3K sh | |
| 48 | Ishares TR IBONDS 1-5 YR TR | $39.2M | 1.55M | 0.6% | ▲+522% Added · +1.3M sh | |
| 49 | Lowes Cos Inc COM | $38.7M | 163.7K | 0.6% | ▲+4.3% Added · +7K sh | |
| 50 | Abbott Laboratories COM | $38.0M | 370.3K | 0.5% | ▼−1.8% Reduced · −7K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 1,600 | $6.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 1,606 | $7.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 1,513 | $7.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Oct 17, 2025 | 1,385 | $6.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 1,446 | $5.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 1,462 | $5.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 1,617 | $5.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 1,373 | $5.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Jun 20, 2024 | 1,286 | $5.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 1,261 | $4.8B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 6, 2023 | 1,314 | $4.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 17, 2023 | 1,213 | $4.5B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 18, 2023 | 1,137 | $4.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 6, 2023 | 934 | $4.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 25, 2022 | 1,009 | $3.6B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 1,101 | $3.9B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 1,075 | $4.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 15, 2022 | 1,095 | $4.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 30, 2021 | 1,111 | $4.1B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 17, 2021 | 1,116 | $4.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Jun 15, 2021 | 1,143 | $3.8B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Mar 10, 2021 | 1,093 | $3.6B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Dec 21, 2020 | 1,049 | $3.2B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 13, 2020 | 879 | $3.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.