Foyston, Gordon & Payne Inc
Top Portfolio Positions
67 positions ·
$433,535,402 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
77,366 | $28,638,572 | 6.61% | |
| META |
Meta Platforms, Inc.
Communication Services
|
42,187 | $24,136,448 | 5.57% | |
| AVGO |
Broadcom Inc.
Technology
|
76,332 | $23,625,517 | 5.45% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
73,003 | $20,992,742 | 4.84% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
110,512 | $18,272,054 | 4.21% | |
| HON |
Honeywell International Inc
Industrials
|
69,473 | $15,702,982 | 3.62% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
52,885 | $14,933,137 | 3.44% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
3,205 | $13,494,074 | 3.11% | |
| AXP |
American Express Co
Financial Services
|
42,768 | $12,936,464 | 2.98% | |
| UNP |
Union Pacific Corp
Industrials
|
51,927 | $12,598,528 | 2.91% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FA
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $409,542 | 34,825 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $235,386 | 16,200 | Shares | Sole | 2026-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||