Hm Payson & CO Reduced Holdings in Q1 2025

Hm Payson & CO

  • $5.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
-876
- 39.39%
$74.7 - $80.27 $65.4K - $70.3K
1.35K $106K
RLI
Rli Corp

Financial Services
-189
- 35.46%
$71.75 - $163.21 $13.6K - $30.8K
344 $27K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1K
- 62.93%
$56.17 - $59.71 $56.2K - $59.7K
589 $33K
NSC
Norfolk Southern Corp

Industrials
-372
- 2.47%
$227.69 - $259.76 $84.7K - $96.6K
14.7K $3.48M
TOST
Toast, Inc.

Technology
-800
- 9.72%
$32.61 - $41.98 $26.1K - $33.6K
7.43K $246K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-177
- 2.27%
$308.87 - $383.33 $54.7K - $67.8K
7.64K $2.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
-420
- 9.65%
$82.81 - $92.93 $34.8K - $39K
3.93K $334K
HAL
Halliburton CO

Energy
-1.1K
- 9.42%
$24.15 - $29.9 $26.6K - $32.9K
10.6K $268K
EMN
Eastman Chemical CO

Basic Materials
-50
- 0.38%
$87.05 - $103.47 $4.35K - $5.17K
13.2K $1.17M
ES
Eversource Energy

Utilities
-872
- 55.47%
$55.63 - $63.8 $48.5K - $55.6K
700 $43K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-675
- 85.34%
$48.65 - $66.04 $32.8K - $44.6K
116 $6K
CACI
Caci International Inc

Technology
-100
- 19.05%
N/A
425 $181K
DD
Du Pont De Nemours, Inc.

Basic Materials
-294
- 2.25%
$72.7 - $84.32 $21.4K - $24.8K
12.8K $953K
AKAM
Akamai Technologies Inc

Technology
-465
- 26.09%
N/A
1.32K $119K
MSI
Motorola Solutions, Inc.

Technology
-34
- 3.24%
$411.73 - $482.1 $14K - $16.4K
1.02K $445K
WAT
Waters Corp

Healthcare
-75
- 1.61%
$362.16 - $417.28 $27.2K - $31.3K
4.59K $1.69M
APH
Amphenol Corp

Technology
-24
- 0.25%
$61.62 - $78.55 $1.48K - $1.89K
9.74K $638K
HSY
Hershey CO

Consumer Defensive
-255
- 6.92%
$144.74 - $186.36 $36.9K - $47.5K
3.43K $586K
XLP
Consumer Staples Sector Spdr

ETFs
-488
- 26.78%
N/A
1.33K $101K
EQNR
Equinor Asa

Energy
-1.76K
- 46.21%
$22.37 - $26.45 $39.4K - $46.6K
2.05K $54K
F
Ford Motor CO

Consumer Cyclical
-3.7K
- 27.06%
$9.12 - $10.43 $33.7K - $38.6K
9.98K $100K
NLOK
Norton Life Lock Inc.

Technology
-1.6K
- 18.39%
N/A
7.1K $152K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-370
- 3.7%
$126.11 - $135.06 $46.7K - $50K
9.63K $1.24M
COP
Conocophillips

Energy
-1.92K
- 6.69%
$88.6 - $105.85 $170K - $203K
26.7K $2.81M
DGRO
Ishares Core Dividend Growth E

ETFs
-640
- 4.86%
$60.46 - $64.42 $38.7K - $41.2K
12.5K $774K
K
Kellogg CO

Consumer Defensive
-453
- 14.44%
$81.06 - $82.9 $36.7K - $37.6K
2.68K $221K
KKR
Kkr & Co. Inc.

Financial Services
-210
- 76.09%
$108.17 - $167.07 $22.7K - $35.1K
66 $7K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.43K
- 14.0%
$27.01 - $28.54 $38.6K - $40.8K
8.78K $245K
AI
C3.Ai, Inc.

Technology
-623
- 42.18%
$20.92 - $36.93 $13K - $23K
854 $17K
APP
App Lovin Corp

Technology
-55
- 18.03%
$238.08 - $510.13 $13.1K - $28.1K
250 $66K
APAM
Artisan Partners Asset Management Inc.

Financial Services
-648
- 48.94%
$38.51 - $45.32 $25K - $29.4K
676 $26K
APO
Apollo Global Management, Inc.

Financial Services
-156
- 57.56%
$126.01 - $172.06 $19.7K - $26.8K
115 $15K
ATR
Aptargroup, Inc.

Healthcare
-154
- 19.72%
$141.7 - $159.83 $21.8K - $24.6K
627 $93K
DCI
Donaldson CO Inc

Industrials
-412
- 68.21%
$66.51 - $72.28 $27.4K - $29.8K
192 $12K
DXCM
Dexcom Inc

Healthcare
-275
- 34.38%
$67.74 - $90.75 $18.6K - $25K
525 $35K
IP
International Paper CO

Consumer Cyclical
-500
- 78.49%
$49.38 - $60.09 $24.7K - $30K
137 $7K
FISV
Fiserv Inc

Technology
-212
- 0.48%
N/A
43.7K $5.47M
IWN
Ishares Russell2000 Val ETF

ETFs
-55
- 4.06%
$149.27 - $169.4 $8.21K - $9.32K
1.3K $196K
DKNG
Draft Kings Inc.

Consumer Cyclical
-475
- 21.21%
$33.21 - $53.49 $15.8K - $25.4K
1.77K $58K
GLW
Corning Inc

Technology
-375
- 8.22%
$44.91 - $54.25 $16.8K - $20.3K
4.19K $191K
PTC
Ptc Inc.

Technology
-71
- 14.2%
$153.3 - $193.48 $10.9K - $13.7K
429 $66K
KR
Kroger CO

Consumer Defensive
-1K
- 14.96%
$58.36 - $67.72 $58.4K - $67.7K
5.69K $384K
ICF
Ishares Tr

ETFs
-400
- 47.06%
$57.98 - $63.8 $23.2K - $25.5K
450 $27K
EXR
Extra Space Storage Inc.

Real Estate
-150
- 9.56%
$143.8 - $161.28 $21.6K - $24.2K
1.42K $210K
JCI
Johnson Controls International PLC

Industrials
-354
- 8.09%
$76.12 - $90.6 $26.9K - $32.1K
4.02K $322K
NTRS
Northern Trust Corp

Financial Services
-200
- 20.1%
$96.09 - $113.81 $19.2K - $22.8K
795 $78K
KHC
Kraft Heinz CO

Consumer Defensive
-692
- 33.45%
$28.51 - $32.22 $19.7K - $22.3K
1.38K $41K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-1.66K
- 39.74%
$12.03 - $12.69 $20K - $21.1K
2.52K $30K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-400
- 0.7%
$99.16 - $99.52 $39.7K - $39.8K
56.5K $5.62M
Activity Summary
Buys All Purchases 287 New Holdings 63 Increased Positions 224 Sells All Sells 248 Reductions 248 Sold out 0 Options Calls 0 Puts 0
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