Hm Payson & CO Purchases in Q3 2025

Hm Payson & CO

  • $6.76 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.38K
+ 55.91%
$132.9 - $142.03 $716K - $765K
15K $2.12M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9.62K
+ 19.41%
$78.96 - $80.04 $760K - $770K
59.2K $4.73M
SHEL
Shell PLC

Energy
10K
+ 266.33%
$69.82 - $73.93 $699K - $740K
13.8K $985K
QQQ
Invesco Qqq Trust, Series 1

ETFs
446
+ 14.71%
$546.99 - $602.2 $244K - $269K
3.48K $2.09M
COP
Conocophillips

Energy
9.95K
+ 37.23%
$91.0 - $98.99 $905K - $984K
36.7K $3.47M
D
Dominion Energy, Inc

Utilities
9.77K
+ 104.6%
$56.32 - $62.1 $550K - $607K
19.1K $1.17M
T
At&T Inc.

Communication Services
19.5K
+ 82.82%
$26.94 - $29.62 $526K - $578K
43.1K $1.22M
GLD
Spdr Gold Trust

ETFs
800
+ 20.28%
$300.96 - $355.47 $241K - $284K
4.75K $1.69M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
22K
New
$23.09 - $23.43 $509K - $516K
22K $515K
DJCO
Daily Journal Corp

Technology
1.08K
New
$384.75 - $490.61 $414K - $527K
1.08K $500K
BTI
British American Tobacco P.L.C.

Consumer Defensive
9.18K
New
$46.69 - $59.27 $429K - $544K
9.18K $487K
MS
Morgan Stanley

Financial Services
662
+ 8.23%
$139.09 - $161.16 $92.1K - $107K
8.7K $1.38M
BK
Bank Of New York Mellon Corp

Financial Services
1.32K
+ 15.32%
$90.65 - $109.75 $119K - $144K
9.9K $1.08M
DELL
Dell Technologies Inc.

Technology
2.15K
+ 201.31%
$120.96 - $141.77 $260K - $305K
3.22K $456K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.23K
+ 5.14%
$66.38 - $71.68 $81.3K - $87.8K
25.1K $1.79M
SLV
I Shares Silver Trust

ETFs
8K
+ 6896.55%
$32.73 - $42.5 $262K - $340K
8.12K $343K
ITW
Illinois Tool Works Inc

Industrials
112
+ 0.47%
$252.31 - $269.41 $28.3K - $30.2K
24K $6.26M
PHYS
Sprott Physical Gold Trust

Financial Services
10.5K
+ 634.82%
$25.02 - $29.62 $263K - $311K
12.2K $360K
IEFA
Ishares Tr

ETFs
2.09K
+ 17.78%
$81.7 - $87.53 $170K - $183K
13.8K $1.21M
CME
Cme Group Inc.

Financial Services
1.11K
+ 105.9%
$258.83 - $287.1 $288K - $319K
2.16K $584K
MO
Altria Group, Inc.

Consumer Defensive
306
+ 0.66%
$57.75 - $67.68 $17.7K - $20.7K
46.4K $3.07M
TD
Toronto Dominion Bank

Financial Services
717
+ 5.96%
$72.55 - $79.95 $52K - $57.3K
12.7K $1.02M
AEP
American Electric Power CO Inc

Utilities
2.29K
+ 28.49%
$103.26 - $115.0 $237K - $264K
10.3K $1.16M
PSLV
Sprott Physical Silver Trust

Financial Services
17.6K
New
$12.24 - $15.73 $215K - $277K
17.6K $276K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.84K
+ 821.05%
$55.61 - $57.37 $269K - $277K
5.43K $309K
CLSK
Cleanspark, Inc.

Technology
17.7K
New
$9.08 - $14.87 $161K - $263K
17.7K $257K
SO
Southern CO

Utilities
2.3K
+ 23.75%
$90.83 - $96.0 $209K - $221K
12K $1.14M
MU
Micron Technology Inc

Technology
433
+ 22.11%
$104.88 - $168.89 $45.4K - $73.1K
2.39K $400K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.5K
New
$79.76 - $85.78 $199K - $214K
2.5K $211K
SLB
Schlumberger Limited

Energy
8.73K
+ 68.33%
$32.37 - $37.31 $283K - $326K
21.5K $739K
VO
Vanguard Mid Cap ETF

ETFs
138
+ 2.98%
$279.83 - $293.74 $38.6K - $40.5K
4.77K $1.4M
BKH
Black Hills Corp

Utilities
3.3K
New
$55.87 - $61.62 $184K - $203K
3.3K $203K
ARCC
Ares Capital Corp

Financial Services
10.3K
+ 161.14%
$20.41 - $23.25 $209K - $238K
16.6K $339K
ENB
Enbridge Inc

Energy
2.7K
+ 29.59%
$43.79 - $50.46 $118K - $136K
11.8K $596K
BA
Boeing CO

Industrials
363
+ 14.38%
$209.79 - $237.38 $76.2K - $86.2K
2.89K $623K
AIZ
Assurant, Inc.

Financial Services
866
+ 5773.33%
$184.56 - $218.69 $160K - $189K
881 $190K
CVS
Cvs Health Corp

Healthcare
340
+ 1.62%
$58.75 - $76.5 $20K - $26K
21.3K $1.6M
LNT
Alliant Energy Corp

Utilities
2.64K
+ 179.25%
$60.76 - $67.41 $161K - $178K
4.12K $277K
PLD
Prologis, Inc.

Real Estate
1.49K
+ 58.15%
$104.08 - $115.35 $155K - $172K
4.04K $463K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
166
+ 13.52%
$567.09 - $607.37 $94.1K - $101K
1.39K $830K
HSY
Hershey CO

Consumer Defensive
631
+ 18.39%
$161.95 - $193.45 $102K - $122K
4.06K $759K
GLW
Corning Inc

Technology
238
+ 5.68%
$51.6 - $82.03 $12.3K - $19.5K
4.43K $363K
XLI
Industrial Sector Spdr

ETFs
903
+ 66.11%
$147.94 - $154.99 $134K - $140K
2.27K $349K
KMX
Carmax Inc

Consumer Cyclical
3.8K
New
$44.86 - $71.57 $170K - $272K
3.8K $170K
QTEC
First Trust Nasdaq 100 Technol

ETFs
675
+ 482.14%
$208.95 - $229.72 $141K - $155K
815 $187K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.17K
+ 130.3%
$109.47 - $119.06 $129K - $140K
2.08K $245K
MET
Metlife Inc

Financial Services
1.8K
+ 52.73%
$73.82 - $82.37 $133K - $149K
5.23K $430K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
1.53K
New
$64.22 - $99.03 $98.3K - $152K
1.53K $151K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
6.92K
New
$21.68 - $22.04 $150K - $152K
6.92K $151K
Activity Summary
Buys All Purchases 440 New Holdings 149 Increased Positions 291 Sells All Sells 286 Reductions 286 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Hm Payson & CO Portfolio

Follow Hm Payson & CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hm Payson & CO, based on Form 13F filings with the SEC.

News

Stay updated on Hm Payson & CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email