HM PAYSON & CO Q2 2023 Filing

Filed July 17, 2023

Portfolio Value

$4.5B

Holdings

994

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (994 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
1,646,593$319.4T7171026.98%
2
MSFTMICROSOFT CORP
759,620$258.7T5807981.16%
3
AVGOBROADCOM INC
188,394$163.4T3669117.98%
4
GOOGALPHABET INC
1,226,787$148.4T3332019.63%
5
JNJJOHNSON & JOHNSON
819,678$135.7T3046171.92%
6
BRK/BBERKSHIRE HATHAWAY INC DEL
390,534$133.2T2990014.82%
7
HDHOME DEPOT INC
336,876$104.6T2349566.88%
8
MCDMCDONALDS CORP
309,066$92.2T2070735.17%
9
MAMASTERCARD INCORPORATED
224,452$88.3T1982021.80%
10
LRCXEURLAM RESEARCH CORP
132,513$85.2T1912669.42%
11
LHXL3HARRIS TECHNOLOGIES INC
433,681$84.9T1906239.00%
12
ACNACCENTURE PLC IRELAND
266,751$82.3T1848136.99%
13
CDWCDW CORP
445,144$81.7T1833992.47%
14
VVISA INC
340,281$80.8T1814366.05%
15
TMOTHERMO FISHER SCIENTIFIC INC
144,865$75.6T1697022.58%
16
UNHUNITEDHEALTH GROUP INC
151,829$73.0T1638461.53%
17
ABBVABBVIE INC
537,295$72.4T1625316.10%
18
AMEAMETEK INC
433,046$70.1T1573940.08%
19
AMZNAMAZON COM INC
536,937$70.0T1571550.66%
20
QQQINVESCO EXCH TRD SLF IDX FD
3,129,446$66.3T1487472.50%
21
GOOGLALPHABET INC
551,255$66.0T1481518.47%
22
CVXCHEVRON CORP NEW
417,737$65.7T1475810.11%
23
AONAON PLC
186,209$64.3T1443214.91%
24
RTXRAYTHEON TECHNOLOGIES CORP
642,111$62.9T1412276.60%
25
SPGIS&P GLOBAL INC
141,780$56.8T1276143.07%
26
BMYBRISTOL-MYERS SQUIBB CO
867,688$55.5T1245846.83%
27
DHRDANAHER CORPORATION
224,055$53.8T1207336.69%
28
7HPHP INC
1,742,113$53.5T1201264.67%
29
OTISOTIS WORLDWIDE CORP
600,084$53.4T1199254.61%
30
BSCOINVESCO EXCH TRD SLF IDX FD
2,548,832$52.4T1177161.55%
31
TJXTJX COS INC NEW
577,956$49.0T1100271.43%
32
MPCMARATHON PETE CORP
410,466$47.9T1074574.96%
33
ABTABBOTT LABS
423,793$46.2T1037338.54%
34
TSMTAIWAN SEMICONDUCTOR MFG LTD
443,828$44.8T1005676.97%
35
DHID R HORTON INC
352,701$42.9T963657.20%
36
SPYSPDR S&P 500 ETF TR
92,509$41.0T921055.96%
37
PGPROCTER AND GAMBLE CO
246,005$37.3T838117.20%
38
JPMJPMORGAN CHASE & CO
254,142$37.0T829891.70%
39
PIIPOLARIS INC
297,635$36.0T808124.16%
40
BSCPINVESCO EXCH TRD SLF IDX FD
1,783,496$35.9T806077.05%
41
XOMEXXON MOBIL CORP
326,537$35.0T786302.76%
42
ORCLORACLE CORP
281,793$33.6T753469.47%
43
LABORATORY CORP AMER HLDGS
135,511$32.7T734256.60%
44
PFEPFIZER INC
891,436$32.7T734142.32%
45
MRKMERCK & CO INC
282,636$32.6T732243.53%
46
AZOAUTOZONE INC
12,815$32.0T717377.35%
47
TXNTEXAS INSTRS INC
174,382$31.4T704827.44%
48
GDGENERAL DYNAMICS CORP
138,977$29.9T671345.06%
49
ADBEADOBE SYSTEMS INCORPORATED
59,872$29.3T657336.86%
50
HONHONEYWELL INTL INC
138,936$28.8T647282.07%
51
AMGNAMGEN INC
123,423$27.4T615244.00%
52
TYLTYLER TECHNOLOGIES INC
65,711$27.4T614444.16%
53
PEPPEPSICO INC
131,485$24.4T546795.06%
54
NVDANVIDIA CORPORATION
46,493$19.7T441576.52%
55
NSCNORFOLK SOUTHN CORP
81,436$18.5T414615.88%
56
BRK-BBERKSHIRE HATHAWAY INC DEL
34$17.6T395284.66%
57
CMICUMMINS INC
67,970$16.7T374131.73%
58
CSCOCISCO SYS INC
322,048$16.7T374117.74%
59
AXPAMERICAN EXPRESS CO
92,100$16.0T360220.58%
60
METAMETA PLATFORMS INC
54,919$15.8T353861.42%
61
WMTWALMART INC
99,947$15.7T352718.49%
62
BDXBECTON DICKINSON & CO
57,902$15.3T343221.58%
63
BSCQINVESCO EXCH TRD SLF IDX FD
763,827$14.5T324900.26%
64
IDXXIDEXX LABS INC
25,849$13.0T291478.84%
65
CSXCSX CORP
379,960$13.0T290906.49%
66
PHPARKER-HANNIFIN CORP
31,818$12.4T278639.48%
67
AFLAFLAC INC
171,011$11.9T268003.90%
68
DEODIAGEO PLC
66,484$11.5T258957.37%
69
LLYLILLY ELI & CO
24,457$11.5T257524.27%
70
IBMINTERNATIONAL BUSINESS MACHS
81,627$10.9T245235.32%
71
NKENIKE INC
86,705$9.6T214860.92%
72
ADPAUTOMATIC DATA PROCESSING IN
41,811$9.2T206328.45%
73
INTCINTEL CORP
247,299$8.3T185673.22%
74
MDLZMONDELEZ INTL INC
110,161$8.0T180408.04%
75
PXDEURPIONEER NAT RES CO
38,499$8.0T179086.25%
76
BACBANK AMERICA CORP
275,756$7.9T177630.22%
77
SPYVSPDR SER TR
182,723$7.9T177230.33%
78
SPMDSPDR SER TR
165,913$7.6T170946.45%
79
SPSMSPDR SER TR
187,286$7.3T163321.96%
80
SUSAISHARES TR
76,679$7.2T161212.44%
81
DVNDEVON ENERGY CORP NEW
144,935$7.0T157304.48%
82
VGSHVANGUARD SCOTTSDALE FDS
118,734$6.9T153899.52%
83
APDAIR PRODS & CHEMS INC
22,023$6.6T148107.64%
84
AMTAMERICAN TOWER CORP NEW
33,632$6.5T146447.09%
85
ITWILLINOIS TOOL WKS INC
26,031$6.5T146207.64%
86
FISVFISERV INC
51,356$6.5T145458.50%
87
VEAVANGUARD TAX-MANAGED FDS
136,761$6.3T141800.19%
88
SHWSHERWIN WILLIAMS CO
22,498$6.0T134122.54%
89
CVSCVS HEALTH CORP
85,335$5.9T132450.56%
90
UNPUNION PAC CORP
28,443$5.8T130673.49%
91
WEXWEX INC
31,960$5.8T130648.92%
92
CLCOLGATE PALMOLIVE CO
74,357$5.7T128616.88%
93
KOCOCA COLA CO
91,509$5.5T123727.22%
94
WTRGESSENTIAL UTILS INC
134,810$5.4T120799.33%
95
INTUINTUIT
11,273$5.2T115970.04%
96
VWOVANGUARD INTL EQUITY INDEX F
126,443$5.1T115487.88%
97
SHVISHARES TR
45,878$5.1T113770.82%
98
NEENEXTERA ENERGY INC
65,875$4.9T109744.74%
99
BXBLACKSTONE INC
50,625$4.7T105674.10%
100
CARRCARRIER GLOBAL CORPORATION
94,386$4.7T105345.08%
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