Hm Payson & Co.
Annual return '25
+21.6%
SPY '25
+17.7%
Alpha
+3.9ptsvs SPY
Invested
$6.9B
Holdings
1,123
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: New position (10.3k shares)
6.2%
02
$MSFT
MICROSOFT CORP
Q1 2026: New position (6.9k shares)
5.1%
03
$AVGO
BROADCOM INC
Q1 2026: New position (3.7k shares)
5.0%
04
$GOOG
ALPHABET INC
Held since at least Q1 2024
4.7%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (29.3k shares)
4.3%
06
$AMZN
AMAZON COM INC
Q1 2026: New position (2.9k shares)
2.7%
07
$LRCX
LAM RESEARCH CORP
Held since at least Q1 2024
2.6%
08
$IBTH
ISHARES TR
Held since at least Q1 2024
2.2%
09
$JPM
JPMORGAN CHASE & CO
Q1 2026: New position (2.5k shares)
2.0%
10
$DGRO
ISHARES TR
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:43 UTC.