HM PAYSON & CO Q2 2023 Filing

Filed July 17, 2023

Portfolio Value

$4453.9T

Holdings

994

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (994 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
1,646,593$319.4T7.17%
2
MSFTMICROSOFT CORP
759,620$258.7T5.81%
3
AVGOBROADCOM INC
188,394$163.4T3.67%
4
GOOGALPHABET INC
1,226,787$148.4T3.33%
5
JNJJOHNSON & JOHNSON
819,678$135.7T3.05%
6
BRK/BBERKSHIRE HATHAWAY INC DEL
390,534$133.2T2.99%
7
HDHOME DEPOT INC
336,876$104.6T2.35%
8
MCDMCDONALDS CORP
309,066$92.2T2.07%
9
MAMASTERCARD INCORPORATED
224,452$88.3T1.98%
10
LRCXEURLAM RESEARCH CORP
132,513$85.2T1.91%
11
LHXL3HARRIS TECHNOLOGIES INC
433,681$84.9T1.91%
12
ACNACCENTURE PLC IRELAND
266,751$82.3T1.85%
13
CDWCDW CORP
445,144$81.7T1.83%
14
VVISA INC
340,281$80.8T1.81%
15
TMOTHERMO FISHER SCIENTIFIC INC
144,865$75.6T1.70%
16
UNHUNITEDHEALTH GROUP INC
151,829$73.0T1.64%
17
ABBVABBVIE INC
537,295$72.4T1.63%
18
AMEAMETEK INC
433,046$70.1T1.57%
19
AMZNAMAZON COM INC
536,937$70.0T1.57%
20
QQQINVESCO EXCH TRD SLF IDX FD
3,129,446$66.3T1.49%
21
GOOGLALPHABET INC
551,255$66.0T1.48%
22
CVXCHEVRON CORP NEW
417,737$65.7T1.48%
23
AONAON PLC
186,209$64.3T1.44%
24
RTXRAYTHEON TECHNOLOGIES CORP
642,111$62.9T1.41%
25
SPGIS&P GLOBAL INC
141,780$56.8T1.28%
26
BMYBRISTOL-MYERS SQUIBB CO
867,688$55.5T1.25%
27
DHRDANAHER CORPORATION
224,055$53.8T1.21%
28
7HPHP INC
1,742,113$53.5T1.20%
29
OTISOTIS WORLDWIDE CORP
600,084$53.4T1.20%
30
BSCOINVESCO EXCH TRD SLF IDX FD
2,548,832$52.4T1.18%
31
TJXTJX COS INC NEW
577,956$49.0T1.10%
32
MPCMARATHON PETE CORP
410,466$47.9T1.07%
33
ABTABBOTT LABS
423,793$46.2T1.04%
34
TSMTAIWAN SEMICONDUCTOR MFG LTD
443,828$44.8T1.01%
35
DHID R HORTON INC
352,701$42.9T0.96%
36
SPYSPDR S&P 500 ETF TR
92,509$41.0T0.92%
37
PGPROCTER AND GAMBLE CO
246,005$37.3T0.84%
38
JPMJPMORGAN CHASE & CO
254,142$37.0T0.83%
39
PIIPOLARIS INC
297,635$36.0T0.81%
40
BSCPINVESCO EXCH TRD SLF IDX FD
1,783,496$35.9T0.81%
41
XOMEXXON MOBIL CORP
326,537$35.0T0.79%
42
ORCLORACLE CORP
281,793$33.6T0.75%
43
LABORATORY CORP AMER HLDGS
135,511$32.7T0.73%
44
PFEPFIZER INC
891,436$32.7T0.73%
45
MRKMERCK & CO INC
282,636$32.6T0.73%
46
AZOAUTOZONE INC
12,815$32.0T0.72%
47
TXNTEXAS INSTRS INC
174,382$31.4T0.70%
48
GDGENERAL DYNAMICS CORP
138,977$29.9T0.67%
49
ADBEADOBE SYSTEMS INCORPORATED
59,872$29.3T0.66%
50
HONHONEYWELL INTL INC
138,936$28.8T0.65%
51
AMGNAMGEN INC
123,423$27.4T0.62%
52
TYLTYLER TECHNOLOGIES INC
65,711$27.4T0.61%
53
PEPPEPSICO INC
131,485$24.4T0.55%
54
NVDANVIDIA CORPORATION
46,493$19.7T0.44%
55
NSCNORFOLK SOUTHN CORP
81,436$18.5T0.41%
56
BRK-BBERKSHIRE HATHAWAY INC DEL
34$17.6T0.40%
57
CMICUMMINS INC
67,970$16.7T0.37%
58
CSCOCISCO SYS INC
322,048$16.7T0.37%
59
AXPAMERICAN EXPRESS CO
92,100$16.0T0.36%
60
METAMETA PLATFORMS INC
54,919$15.8T0.35%
61
WMTWALMART INC
99,947$15.7T0.35%
62
BDXBECTON DICKINSON & CO
57,902$15.3T0.34%
63
BSCQINVESCO EXCH TRD SLF IDX FD
763,827$14.5T0.32%
64
IDXXIDEXX LABS INC
25,849$13.0T0.29%
65
CSXCSX CORP
379,960$13.0T0.29%
66
PHPARKER-HANNIFIN CORP
31,818$12.4T0.28%
67
AFLAFLAC INC
171,011$11.9T0.27%
68
DEODIAGEO PLC
66,484$11.5T0.26%
69
LLYLILLY ELI & CO
24,457$11.5T0.26%
70
IBMINTERNATIONAL BUSINESS MACHS
81,627$10.9T0.25%
71
NKENIKE INC
86,705$9.6T0.21%
72
ADPAUTOMATIC DATA PROCESSING IN
41,811$9.2T0.21%
73
INTCINTEL CORP
247,299$8.3T0.19%
74
MDLZMONDELEZ INTL INC
110,161$8.0T0.18%
75
PXDEURPIONEER NAT RES CO
38,499$8.0T0.18%
76
BACBANK AMERICA CORP
275,756$7.9T0.18%
77
SPYVSPDR SER TR
182,723$7.9T0.18%
78
SPMDSPDR SER TR
165,913$7.6T0.17%
79
SPSMSPDR SER TR
187,286$7.3T0.16%
80
SUSAISHARES TR
76,679$7.2T0.16%
81
DVNDEVON ENERGY CORP NEW
144,935$7.0T0.16%
82
VGSHVANGUARD SCOTTSDALE FDS
118,734$6.9T0.15%
83
APDAIR PRODS & CHEMS INC
22,023$6.6T0.15%
84
AMTAMERICAN TOWER CORP NEW
33,632$6.5T0.15%
85
ITWILLINOIS TOOL WKS INC
26,031$6.5T0.15%
86
FISVFISERV INC
51,356$6.5T0.15%
87
VEAVANGUARD TAX-MANAGED FDS
136,761$6.3T0.14%
88
SHWSHERWIN WILLIAMS CO
22,498$6.0T0.13%
89
CVSCVS HEALTH CORP
85,335$5.9T0.13%
90
UNPUNION PAC CORP
28,443$5.8T0.13%
91
WEXWEX INC
31,960$5.8T0.13%
92
CLCOLGATE PALMOLIVE CO
74,357$5.7T0.13%
93
KOCOCA COLA CO
91,509$5.5T0.12%
94
WTRGESSENTIAL UTILS INC
134,810$5.4T0.12%
95
INTUINTUIT
11,273$5.2T0.12%
96
VWOVANGUARD INTL EQUITY INDEX F
126,443$5.1T0.12%
97
SHVISHARES TR
45,878$5.1T0.11%
98
NEENEXTERA ENERGY INC
65,875$4.9T0.11%
99
BXBLACKSTONE INC
50,625$4.7T0.11%
100
CARRCARRIER GLOBAL CORPORATION
94,386$4.7T0.11%
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