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DEREK BLACKBURN

Hm Payson & Co

Assets Managed
$6.932B
Holdings
1124
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
-2.23%(2Q avg: -0.13%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hm Payson & Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1124 positions.

Assets under management

The assets under management (AUM) of Hm Payson & Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.932B in assets, with a quarterly growth rate of -2.23% and a 2-quarter average growth rate of -0.13%. The portfolio is managed by DEREK BLACKBURN, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -4.06%
6.2%
$429.617M
1.693M shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.77%
5.08%
$352.148M
951,315 shares@ $370.17 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -8.64%
5.02%
$347.467M
1.123M shares@ $309.52 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -4.32%
4.67%
$323.699M
1.128M shares@ $286.87 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.48%
4.31%
$298.465M
1.711M shares@ $174.4 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.35%
2.75%
$190.311M
913,771 shares@ $208.27 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -24.79%
2.6%
$180.171M
843,259 shares@ $213.67 avg price
IBTH
Ishares Ibonds Dec 2027 Term
Recent Activity
Decreased -9.05%
2.19%
$151.553M
6.757M shares@ $22.44 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 2.86%
2.05%
$141.741M
481,849 shares@ $294.17 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 955.22%
1.99%
$137.905M
1.965M shares@ $70.19 avg price

1-10 of 1124