HM PAYSON & CO — 13F holdings

HM PAYSON & CO reported 1,604 holdings worth $7.54B in its 13F filing for Q2 2026, filed July 17, 2026.

Largest positions

1. AAPL APPLE INC — $482M (6.4%)
2. AVGO BROADCOM INC — $415M (5.5%)
3. GOOG ALPHABET INC — $394M (5.2%)
4. MSFT MICROSOFT CORP — $354M (4.7%)
5. LRCX LAM RESEARCH CORP — $351M (4.7%)
6. NVDA NVIDIA CORPORATION — $348M (4.6%)
7. AMZN AMAZON COM INC — $215M (2.8%)
8. ASML ASML HOLDING N V — $172M (2.3%)
9. VEA VANGUARD TAX-MANAGED FDS — $157M (2.1%)
10. ABBV AbbVie Inc — $150M (2.0%)