HM PAYSON & CO just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 03-31-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- A decrease of -460,933 shares of $OTIS (~$47,568,286). This was a decrease of ~81% from their previous position.
- A decrease of -52,463 shares of $ADBE (~$20,121,134). This was a decrease of ~89% from their previous position.
- An addition of 52,373 shares of $MSFT (~$19,660,300). This was an increase of ~7% over their previous position.
- An addition of 701,673 shares of $IBTG (~$16,096,379). This was an increase of ~17% over their previous position.
- A decrease of -94,432 shares of $AVGO (~$15,810,750). This was a decrease of ~6% from their previous position.
- An addition of 31,070 shares of $DPZ (~$14,275,112). This was an increase of ~103567% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for HM PAYSON & CO for more details.
