HM PAYSON & CO Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$5.5B

Holdings

994

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (994 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
1,699,687$358.0B6503.53%
2
MSFTMICROSOFT CORP
765,859$342.3B6218.53%
3
GOOGALPHABET INC
1,404,773$257.7B4680.94%
4
AVGOBROADCOM INC
154,329$247.8B4501.39%
5
NVDANVIDIA CORPORATION
1,491,768$184.3B3348.03%
6
BRK/BBERKSHIRE HATHAWAY INC DEL
272,818$111.0B2016.20%
7
LRCXEURLAM RESEARCH CORP
103,389$110.1B2000.07%
8
MAMASTERCARD INCORPORATED
246,297$108.7B1973.95%
9
VVISA INC
412,953$108.4B1969.07%
10
AMZNAMAZON COM INC
537,663$103.9B1887.60%
11
LHXL3HARRIS TECHNOLOGIES INC
436,685$98.1B1781.64%
12
ABBVABBVIE INC
569,831$97.7B1775.58%
13
GOOGLALPHABET INC
526,410$95.9B1741.94%
14
IBTEISHARES TR
3,927,696$94.2B1711.07%
15
ACNACCENTURE PLC IRELAND
307,118$93.2B1692.84%
16
HDHOME DEPOT INC
264,099$90.9B1651.61%
17
CDWCDW CORP
390,533$87.4B1588.09%
18
TMOTHERMO FISHER SCIENTIFIC INC
156,886$86.8B1576.12%
19
AQLTISHARES TR
3,714,378$86.2B1566.85%
20
AMEAMETEK INC
506,959$84.5B1535.38%
21
METAMETA PLATFORMS INC
164,857$83.1B1510.11%
22
MPCMARATHON PETE CORP
462,225$80.2B1456.74%
23
AZOAUTOZONE INC
26,622$78.9B1433.57%
24
IBTGISHARES TR
3,314,728$75.1B1364.23%
25
MCDMCDONALDS CORP
282,468$72.0B1307.73%
26
ASMLASML HOLDING N V
70,154$71.7B1303.45%
27
IBDPISHARES TR
2,853,823$71.7B1302.87%
28
MRKMERCK & CO INC
557,405$69.0B1253.64%
29
IBDQISHARES TR
2,681,190$66.7B1210.90%
30
JPMJPMORGAN CHASE & CO.
326,083$66.0B1198.17%
31
SPGIS&P GLOBAL INC
142,353$63.5B1153.40%
32
AMGNAMGEN INC
202,113$63.2B1147.24%
33
JNJJOHNSON & JOHNSON
399,574$58.4B1060.98%
34
LPLALPL FINL HLDGS INC
207,475$57.9B1052.73%
35
TJXTJX COS INC NEW
508,159$55.9B1016.41%
36
OTISOTIS WORLDWIDE CORP
566,837$54.6B991.25%
37
DHID R HORTON INC
335,406$47.3B858.73%
38
LOWLOWES COS INC
213,329$47.0B854.40%
39
AONAON PLC
156,140$45.8B832.76%
40
SPYSPDR S&P 500 ETF TR
80,964$44.1B800.74%
41
ADBEADOBE INC
77,683$43.2B784.01%
42
ABTABBOTT LABS
406,724$42.3B767.78%
43
NXPINXP SEMICONDUCTORS N V
144,763$39.0B707.70%
44
GDGENERAL DYNAMICS CORP
134,030$38.9B706.47%
45
XOMEXXON MOBIL CORP
336,834$38.8B704.44%
46
PGPROCTER AND GAMBLE CO
228,553$37.7B684.76%
47
ORCLORACLE CORP
259,296$36.6B665.14%
48
CVXCHEVRON CORP NEW
218,726$34.2B621.54%
49
DHRDANAHER CORPORATION
136,806$34.2B620.96%
50
IBDRISHARES TR
1,398,189$33.3B605.05%
51
UNHUNITEDHEALTH GROUP INC
63,349$32.3B586.09%
52
TYLTYLER TECHNOLOGIES INC
62,341$31.3B569.42%
53
HUBBHUBBELL INC
75,715$27.7B502.72%
54
TEXTEREX CORP NEW
416,450$22.8B414.90%
55
BRK-BBERKSHIRE HATHAWAY INC DEL
34$20.8B378.17%
56
PEPPEPSICO INC
121,173$20.0B363.07%
57
LLYELI LILLY & CO
21,575$19.5B354.86%
58
AXPAMERICAN EXPRESS CO
81,844$19.0B344.28%
59
WMTWALMART INC
279,749$18.9B344.11%
60
RTXRTX CORPORATION
187,070$18.8B341.17%
61
PFEPFIZER INC
658,910$18.4B334.93%
62
CATCATERPILLAR INC
54,449$18.1B329.49%
63
CMICUMMINS INC
62,689$17.4B315.39%
64
TXNTEXAS INSTRS INC
87,286$17.0B308.47%
65
AFLAFLAC INC
184,242$16.5B298.93%
66
WEXWEX INC
92,566$16.4B297.88%
67
7HPHP INC
463,364$16.2B294.79%
68
DOVDOVER CORP
86,963$15.7B285.08%
69
PHPARKER-HANNIFIN CORP
30,658$15.5B281.72%
70
TSMTAIWAN SEMICONDUCTOR MFG LTD
82,765$14.4B261.34%
71
IBMINTERNATIONAL BUSINESS MACHS
79,988$13.8B251.32%
72
BDXBECTON DICKINSON & CO
54,877$12.8B233.00%
73
IDXXIDEXX LABS INC
24,305$11.8B215.12%
74
CSXCSX CORP
351,691$11.8B213.72%
75
CSCOCISCO SYS INC
246,738$11.7B212.96%
76
BACBANK AMERICA CORP
258,409$10.3B186.70%
77
ADPAUTOMATIC DATA PROCESSING IN
41,255$9.8B178.89%
78
SUSAISHARES TR
82,997$9.3B169.43%
79
VRTXVERTEX PHARMACEUTICALS INC
19,405$9.1B165.24%
80
SPYMSPDR SER TR
137,522$8.8B159.89%
81
NSCNORFOLK SOUTHN CORP
36,929$7.9B144.03%
82
SPYVSPDR SER TR
159,293$7.8B141.05%
83
SPMDSPDR SER TR
143,785$7.4B134.00%
84
INTUINTUIT
10,850$7.1B129.54%
85
FISVFISERV INC
46,927$7.0B127.06%
86
VGSHVANGUARD SCOTTSDALE FDS
120,160$7.0B126.59%
87
CLCOLGATE PALMOLIVE CO
70,365$6.8B124.05%
88
MDLZMONDELEZ INTL INC
103,378$6.8B122.90%
89
AMTAMERICAN TOWER CORP NEW
33,622$6.5B118.73%
90
SHWSHERWIN WILLIAMS CO
21,121$6.3B114.51%
91
RSPINVESCO EXCHANGE TRADED FD T
37,981$6.2B113.35%
92
IEIISHARES TR
53,905$6.2B113.08%
93
BILSSPDR SER TR
61,541$6.1B111.10%
94
KOCOCA COLA CO
93,016$5.9B107.56%
95
DEODIAGEO PLC
46,884$5.9B107.39%
96
ITWILLINOIS TOOL WKS INC
24,130$5.7B103.88%
97
CARRCARRIER GLOBAL CORPORATION
90,035$5.7B103.18%
98
BXBLACKSTONE INC
45,550$5.6B102.44%
99
UNPUNION PAC CORP
23,648$5.4B97.20%
100
INTCINTEL CORP
171,974$5.3B96.76%
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