Long-term investor
Hm Payson & Co. @hmpaysonco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000928052).
Record
- Tracked since 2025-12-31 (257 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +4.9%
- Max drawdown n/a · win rate 8% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 6.4% · long · since 2025-12-31
- AVGO · 5.5% · long · since 2025-12-31
- GOOG · 5.2% · long · since 2025-12-31
- MSFT · 4.7% · long · since 2025-12-31
- LRCX · 4.7% · long · since 2025-12-31
- NVDA · 4.6% · long · since 2025-12-31
- AMZN · 2.8% · long · since 2025-12-31
- ASML · 2.3% · long · since 2025-12-31
- VEA · 2.1% · long · since 2025-12-31
- ABBV · 2.0% · long · since 2025-12-31
- IBTH · 2.0% · long · since 2025-12-31
- GOOGL · 1.9% · long · since 2025-12-31