Position in SITM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$75,301
+$60,468 QoQ
Shares Held
101
+140.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#478
of 563 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026HM PAYSON & CO holds $825,914,227 across 23 Semiconductors names. SITM ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
1,098,181 | $414,837,872 | |
| 2 | NVDA |
Nvidia Corp
|
1,740,693 | $348,295,261 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
53,472 | $25,536,622 | |
| 4 | TXN |
Texas Instruments Inc
|
67,080 | $19,994,535 | |
| 5 | INTC |
Intel Corp
|
46,535 | $6,497,681 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
4,346 | $2,524,634 | |
| 7 | MU |
Micron Technology Inc
|
2,101 | $2,425,162 | |
| 8 | NXPI |
NXP Semiconductors N.V.
|
6,222 | $1,748,568 |
All Filings in SITM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,301 | 101 | Shares | Other | 2026-07-17 | |
| 2025-12-31 | $14,833 | 42 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||