1y return+21.5%S&P 500 +20.9%
3y return+56.5%S&P 500 +68.5%
5y return+62.1%S&P 500 +74.5%
10y return+201.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $301 against $357 in the S&P 500.2
Hm Payson & CoS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $481.9M | 6.4% | −1.6% |
| AVGOBroadcom Inc | $414.8M | 5.5% | −2.2% |
| GOOGAlphabet Inc | $394.4M | 5.2% | −1.1% |
| MSFTMicrosoft Corp | $353.9M | 4.7% | |
| LRCXLam Research Corp | $351.4M | 4.7% | −3.8% |
| NVDANvidia Corporation | $348.3M | 4.6% | +1.9% |
| AMZNAmazon Com Inc | $214.6M | 2.8% | −1.5% |
| Asml Hldg NvCUSIP N07059210 | $171.8M | 2.3% | |
| VEAVanguard Tax-managed Fds | $157.2M | 2.1% | +8.2% |
| ABBVAbbvie Inc | $150.2M | 2.0% | |
| IBTHIshares Tr | $147.9M | 2.0% | −2.2% |
| GOOGLAlphabet Inc | $142.3M | 1.9% | −6.6% |
| JPMJpmorgan Chase & Co | $138.6M | 1.8% | −12.1% |
| AMEAmetek Inc | $132.1M | 1.8% | −1.5% |
| IBTGIshares Tr | $129.5M | 1.7% | −4.2% |
| MAMastercard Incorporated | $112.6M | 1.5% | +4.4% |
| LHXL3harris Technologies Inc | $107.9M | 1.4% | |
| BRK/BBerkshire Hathaway Inc Del | $104.0M | 1.4% | −2.5% |
| IBDRIshares Tr | $101.4M | 1.3% | |
| IBDSIshares Tr | $100.6M | 1.3% | |
| JNJJohnson & Johnson | $99.5M | 1.3% | +10.1% |
| TJXTjx Cos Inc New | $94.1M | 1.2% | +10.1% |
| HDHome Depot Inc | $90.6M | 1.2% | +4.0% |
| DGROIshares Tr | $90.1M | 1.2% | −39.5% |
| METAMeta Platforms Inc | $87.5M | 1.2% | −11.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $348.3M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $414.8M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $59.6M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $64.3M |
| MPCMarathon Pete Corp | June 30, 2020 | +584.0% | $58.1M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $351.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $142.3M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $394.4M |
| HUBBHubbell Inc | June 30, 2020 | +317.4% | $53.2M |
| Asml Hldg NvCUSIP N07059210 | December 31, 2020 | +307.9% | $171.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $23.2M
- Clearwater Analytics Hldgs ICUSIP 185123106 was $887K
- WITWipro Ltd was $690K
- MUBIshares Tr was $458K
- QQnity Electronics Inc was $428K
- Dupont De Nemours IncCUSIP 26614N102 was $358K
- CBTCabot Corp was $331K
- Hologic IncCUSIP 436440101 was $326K
- IBMOIshares Tr was $100K
- GDXVaneck Etf Trust was $83K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.0% | +14.8% |
| March 31, 2026 | −3.4% | −4.6% |
| December 31, 2025 | +3.1% | +2.4% |
| September 30, 2025 | +9.9% | +7.8% |
| June 30, 2025 | +9.3% | +10.5% |
| March 31, 2025 | −4.7% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +4.6% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +8.7% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +7.1% | +8.3% |
| March 31, 2023 | +3.4% | +7.0% |
| December 31, 2022 | +8.5% | +7.1% |
| September 30, 2022 | −6.0% | −5.3% |
| June 30, 2022 | −13.1% | −16.5% |
| March 31, 2022 | −5.2% | −4.9% |
| December 31, 2021 | +11.1% | +10.7% |
| September 30, 2021 | +0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hm Payson & Co Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=928052&type=13F-HR&dateb=&owner=include&count=40CIK 928052
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/928052/000092805226000003/Filed July 17, 2026 · accession 0000928052-26-000003