APPLETON PARTNERS INC/MA
Sector Allocation
- Other29.6%$482.7M
- Technology28.9%$472.2M
- Financials12.7%$206.8M
- Healthcare6.9%$112.3M
- Consumer Discretionary6.0%$97.9M
- Industrials5.4%$87.7M
- Consumer Staples3.0%$48.3M
- Materials2.3%$37.8M
- Communication Services1.9%$31.4M
- Real Estate1.8%$29.5M
AUM History
13fpro.ai/research/fund/appleton-partners-inc-ma-1055290
Conviction and streaks
Concentrating · top 10 = 34.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$95.4MMU
$92.5M- GOLDMAN$59.8M
- SCHWAB$54.8M
GOOG
$48.1MGEV
$45.1MMSFT
$43.4MAVGO
$42.7MAMZN
$42.2MJPM
$40.7MMS
$29.1M- SELECT$29.0M
V
$27.3M- SCHWAB$24.7M
LLY
$23.6M- J$22.8M
GFS
$22.4MWELL
$22.3M- ISHARES$22.0M
GS
$21.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/appleton-partners-inc-ma-1055290
APPLETON PARTNERS INC/MA 13F holdings — Q2 2026
$1.6B portfolio (+13.8% QoQ) · 275 holdings · Q2 2026 13F · top 10 are 35% of the stock portfolio
$95.4M
5.8% of stocks
-2%This quarter+4.9%Since filed10+ qtrsHeld$92.5M
5.7% of stocks
-22%This quarter+1.3%Since filed10+ qtrsHeld- 3
GOLDMAN SACHS ETF TR ACTIVEBET - ETF
$59.8M
3.7% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SCHWAB STRATEGIC TR US LRG CAP - ETF
$54.8M
3.4% of stocks
+0.9%This quarter—Since filed—HeldAIQuality—Est. buy— $48.1M
3.0% of stocks
-0.7%This quarter-7.0%Since filed10+ qtrsHeld$45.1M
2.8% of stocks
-8%This quarter-18.6%Since filed8 qtrsHeld$43.4M
2.7% of stocks
-3%This quarter+33.5%Since filed10+ qtrsHeld$42.7M
2.6% of stocks
-5%This quarter-9.0%Since filed10+ qtrsHeld$42.2M
2.6% of stocks
-1%This quarter+2.9%Since filed10+ qtrsHeld$40.7M
2.5% of stocks
-2%This quarter-1.7%Since filed10+ qtrsHeld
All holdings — APPLETON PARTNERS INC/MA (Q2 2026)
275 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MORGAN STANLEY | Financials | $29.1M | 1.8% | 139K | -7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | SELECT SECTOR SPDR TR ST STR E - CSetf/fund | — | $29.0M | 1.8% | 546K | +5% | — | — | 13F |
| 13 | VISA INC. | Financials | $27.3M | 1.7% | 80K | -0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | SCHWAB STRATEGIC TR INTL EQTY - ETFetf/fund | — | $24.7M | 1.5% | 892K | +3% | — | — | 13F |
| 15 | ELI LILLY & Co | Healthcare | $23.6M | 1.4% | 20K | +3% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | J P MORGAN EXCHANGE TRADED FD - ETFetf/fund | — | $22.8M | 1.4% | 450K | -1% | — | — | 13F |
| 17 | GLOBALFOUNDRIES Inc. | Technology | $22.4M | 1.4% | 272K | +1% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | WELLTOWER INC. | Real Estate | $22.3M | 1.4% | 98K | +3% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES INC CORE MSCI EMKT - ETFetf/fund | — | $22.0M | 1.4% | 265K | -0.7% | — | — | 13F |
| 20 | GOLDMAN SACHS GROUP INCetf/fund | Financials | $21.1M | 1.3% | 462K | +3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Meta Platforms, Inc. | Technology | $19.2M | 1.2% | 34K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | NVIDIA CORP | Technology | $18.6M | 1.1% | 93K | +8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | UNITEDHEALTH GROUP INC | Healthcare | $16.9M | 1.0% | 41K | -2% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CURTISS WRIGHT CORP | Industrials | $16.8M | 1.0% | 22K | -0.3% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | BERKSHIRE HATHAWAY INC | Financials | $16.2M | 1.0% | 32K | +0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $GOOGL | Alphabet Inc. | Technology | $16.1M | 1.0% | 45K | -3% | |||
| 27 | — | SPDR SERIES TRUST ST STR RATE - ETF | — | $15.6M | 1.0% | 507K | +13% | |||
| 28 | — | SCHWAB STRATEGIC TR US SML CAP - ETF | — | $15.1M | 0.9% | 418K | -5% | |||
| 29 | — | J P MORGAN EXCHANGE TRADED FD - ETF | — | $15.0M | 0.9% | 266K | +3% | |||
| 30 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $14.8M | 0.9% | 39K | +1% | |||
| 31 | $SPY | SPDR S&P 500 ETF TRUST | — | $14.7M | 0.9% | 20K | -2% | |||
| 32 | — | ISHARES TR ISHARES BIOTECH - CS | — | $14.3M | 0.9% | 75K | +2% | |||
| 33 | — | FIRST TR EXCHANGE-TRADED FD II - CS | — | $13.9M | 0.8% | 154K | -6% | |||
| 34 | $NFLX | NETFLIX INC | Communication Services | $13.8M | 0.8% | 193K | +0.9% | |||
| 35 | $ICE | Intercontinental Exchange, Inc. | Financials | $12.6M | 0.8% | 102K | +3% | |||
| 36 | — | SPDR SERIES TRUST ST INTER BD - ETF | — | $12.2M | 0.8% | 366K | +7% | |||
| 37 | $BX | Blackstone Inc. | Financials | $12.2M | 0.8% | 104K | +2% | |||
| 38 | $MNST | Monster Beverage Corp | Consumer Staples | $12.1M | 0.7% | 126K | +3% | |||
| 39 | $SHW | SHERWIN WILLIAMS CO | Materials | $12.1M | 0.7% | 35K | +2% | |||
| 40 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $11.8M | 0.7% | 34K | -8% | |||
| 41 | $JNJ | JOHNSON & JOHNSON | Healthcare | $11.7M | 0.7% | 46K | -2% | |||
| 42 | $PANW | Palo Alto Networks Inc | Technology | $11.5M | 0.7% | 34K | -5% | |||
| 43 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $11.4M | 0.7% | 64K | +2541% | |||
| 44 | $SOLV | Solventum Corp | Healthcare | $11.4M | 0.7% | 148K | +4% | |||
| 45 | $QXO | QXO, Inc. | Consumer Discretionary | $11.3M | 0.7% | 651K | +0.3% | |||
| 46 | $VMC | Vulcan Materials CO | Materials | $11.1M | 0.7% | 38K | +4% | |||
| 47 | $EVR | Evercore Inc. | Financials | $11.0M | 0.7% | 32K | +0.9% | |||
| 48 | — | SPDR SERIES TRUST ST STR AGGRE - ETF | — | $10.6M | 0.7% | 414K | +8% | |||
| 49 | $SYK | STRYKER CORP | Healthcare | $10.5M | 0.6% | 33K | +9% | |||
| 50 | $DHR | DANAHER CORP /DE/ | Healthcare | $10.4M | 0.6% | 55K | -4% | |||
| 51 | $SPGI | S&P Global Inc. | Financials | $9.2M | 0.6% | 23K | -1% | |||
| 52 | $WCN | Waste Connections, Inc. | Utilities | $9.0M | 0.6% | 54K | +5% | |||
| 53 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $8.9M | 0.5% | 42K | -4% | |||
| 54 | $DIS | Walt Disney Co | Communication Services | $8.8M | 0.5% | 91K | -1% | |||
| 55 | — | FIDELITY COVINGTON TRUST SML M - ETF | — | $8.8M | 0.5% | 166K | New | |||
| 56 | — | AMERICAN CENTY ETF TR AVANTIS - ETF | — | $8.6M | 0.5% | 117K | New | |||
| 57 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $8.6M | 0.5% | 9,181 | -2% | |||
| 58 | $ABBV | AbbVie Inc. | Healthcare | $8.6M | 0.5% | 34K | -2% | |||
| 59 | — | ISHARES TR CORE INTL AGGR - ETF | — | $7.8M | 0.5% | 154K | +7% | |||
| 60 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $7.7M | 0.5% | 53K | -13% | |||
| 61 | $VRSK | Verisk Analytics, Inc. | Technology | $7.7M | 0.5% | 43K | -5% | |||
| 62 | $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | Industrials | $7.4M | 0.5% | 149K | +3% | |||
| 63 | $SPOT | Spotify Technology S.A. | Communication Services | $6.7M | 0.4% | 15K | +3% | |||
| 64 | $WMT | Walmart Inc. | Consumer Staples | $6.7M | 0.4% | 59K | -5% | |||
| 65 | $NOW | ServiceNow, Inc. | Technology | $6.6M | 0.4% | 67K | +5% | |||
| 66 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $6.6M | 0.4% | 44K | -2% | |||
| 67 | $PEP | PEPSICO INC | Consumer Staples | $6.1M | 0.4% | 45K | -2% | |||
| 68 | $GLW | CORNING INC /NY | Materials | $6.1M | 0.4% | 24K | -23% | |||
| 69 | — | CONSTELLATION SOFTWARE INC COM - CS | — | $6.0M | 0.4% | 3,159 | +39% | |||
| 70 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $5.8M | 0.3% | 12K | -16% | |||
| 71 | — | J P MORGAN EXCHANGE TRADED FD - ETF | — | $5.7M | 0.3% | 111K | -11% | |||
| 72 | — | FIRST TR EXCHANGE-TRADED FD IV - ETF | — | $5.6M | 0.3% | 129K | -0.0% | |||
| 73 | — | SCHWAB STRATEGIC TR US REIT ET - ETF | — | $5.5M | 0.3% | 234K | +2% | |||
| 74 | — | SELECT SECTOR SPDR TR ST STR U - CS | — | $5.5M | 0.3% | 120K | -7% | |||
| 75 | — | ISHARES TR RUSSELL 2000 ETF - ETF | — | $5.3M | 0.3% | 18K | -3% | |||
| 76 | $ADSK | Autodesk, Inc. | Technology | $5.2M | 0.3% | 27K | -3% | |||
| 77 | — | MITSUBISHI HEAVY INDUSTRIES LT - CS | — | $5.2M | 0.3% | 462K | New | |||
| 78 | $GS | GOLDMAN SACHS GROUP INC | Financials | $5.1M | 0.3% | 5,090 | -0.9% | |||
| 79 | $TER | TERADYNE, INC | Technology | $5.0M | 0.3% | 10K | New | |||
| 80 | — | FIRST TR EXCH TRADED FD III PF - ETF | — | $4.7M | 0.3% | 260K | +11% | |||
| 81 | — | AMPLIFY ETF TR AMPLIFY CYBERSE - CS | — | $4.6M | 0.3% | 43K | -1% | |||
| 82 | — | SELECT SECTOR SPDR TR ST STR T - CS | — | $4.6M | 0.3% | 24K | +2% | |||
| 83 | $MCD | MCDONALDS CORP | Consumer Discretionary | $4.5M | 0.3% | 17K | -2% | |||
| 84 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $4.4M | 0.3% | 21K | -1% | |||
| 85 | $HSY | HERSHEY CO | Consumer Staples | $4.3M | 0.3% | 24K | +3% | |||
| 86 | — | GRANITESHARES ETF TR BBG COMMD - ETF | — | $4.2M | 0.3% | 176K | -2% | |||
| 87 | — | ISHARES TR CORE S&P500 ETF - ETF | — | $4.2M | 0.3% | 5,616 | +8% | |||
| 88 | — | LVMH MOET HENNESSY LOUIS ADR - CS | — | $4.1M | 0.3% | 37K | -4% | |||
| 89 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $3.9M | 0.2% | 29K | -5% | |||
| 90 | — | SPDR SERIES TRUST ST PORT HIGH - ETF | — | $3.7M | 0.2% | 156K | +7% | |||
| 91 | $IVZ | Invesco Ltd. | Financials | $3.5M | 0.2% | 170K | +5% | |||
| 92 | $CME | CME GROUP INC. | Financials | $3.3M | 0.2% | 15K | -6% | |||
| 93 | $CRH | CRH PUBLIC LTD CO | Materials | $3.3M | 0.2% | 30K | -9% | |||
| 94 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $3.1M | 0.2% | 19K | -3% | |||
| 95 | — | ISHARES TR MSCI EAFE ETF - ETF | — | $3.1M | 0.2% | 29K | -3% | |||
| 96 | $APD | Air Products & Chemicals, Inc. | Materials | $3.0M | 0.2% | 10K | -2% | |||
| 97 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $2.9M | 0.2% | 15K | -0.1% | |||
| 98 | $TEL | TE Connectivity plc | Technology | $2.9M | 0.2% | 14K | -4% | |||
| 99 | — | VANGUARD TAX-MANAGED FDS VAN F - ETF | — | $2.9M | 0.2% | 40K | +1% | |||
| 100 | — | J P MORGAN EXCHANGE TRADED FD - ETF | — | $2.5M | 0.1% | 20K | -78% | |||
| 101 | $CTAS | CINTAS CORP | Consumer Discretionary | $2.5M | 0.1% | 15K | -6% | |||
| 102 | $WSO | WATSCO INC | Consumer Discretionary | $2.4M | 0.1% | 5,844 | -2% | |||
| 103 | $MDT | Medtronic plc | Healthcare | $2.4M | 0.1% | 31K | -3% | |||
| 104 | $EQIX | EQUINIX INC | Real Estate | $2.4M | 0.1% | 2,319 | -5% | |||
| 105 | — | SCHWAB STRATEGIC TR US LCAP GR - ETF | — | $2.3M | 0.1% | 69K | +0.3% | |||
| 106 | — | ISHARES TR RUS MID CAP ETF - ETF | — | $2.3M | 0.1% | 21K | -4% | |||
| 107 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.3M | 0.1% | 20K | -4% | |||
| 108 | $ROL | ROLLINS INC | Industrials | $2.3M | 0.1% | 55K | -4% | |||
| 109 | — | J P MORGAN EXCHANGE TRADED FD - ETF | — | $2.1M | 0.1% | 35K | -82% | |||
| 110 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.1M | 0.1% | 37K | -2% | |||
| 111 | $INTU | INTUIT INC. | Technology | $2.1M | 0.1% | 7,918 | -3% | |||
| 112 | $CAT | CATERPILLAR INC | Industrials | $2.0M | 0.1% | 1,879 | -0.7% | |||
| 113 | $INTC | INTEL CORP | Technology | $1.9M | 0.1% | 14K | -3% | |||
| 114 | $APH | AMPHENOL CORP /DE/ | Technology | $1.9M | 0.1% | 11K | -6% | |||
| 115 | — | ISHARES TR RUS 2000 GRW ETF - ETF | — | $1.8M | 0.1% | 4,619 | — | |||
| 116 | $AMGN | AMGEN INC | Healthcare | $1.8M | 0.1% | 4,844 | -5% | |||
| 117 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.7M | 0.1% | 7,768 | -1% | |||
| 118 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.7M | 0.1% | 7,720 | -50% | |||
| 119 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.7M | 0.1% | 2,315 | -4% | |||
| 120 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.6M | 0.1% | 7,453 | New | |||
| 121 | — | VANGUARD INDEX FDS MID CAP ETF - ETF | — | $1.6M | 0.1% | 20K | +278% | |||
| 122 | — | NINTENDO LTD UNSPON ADS - CS | — | $1.6M | 0.1% | 154K | -5% | |||
| 123 | — | VANGUARD INTL EQUITY INDEX FDS - ETF | — | $1.6M | 0.1% | 19K | -1% | |||
| 124 | — | ISHARES TR RUS 1000 GRW ETF - ETF | — | $1.6M | 0.1% | 13K | +300% | |||
| 125 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $1.6M | 0.1% | 12K | -4% | |||
| 126 | $DD | DuPont de Nemours, Inc. | Materials | $1.6M | 0.1% | 11K | -65% | |||
| 127 | — | VANGUARD INDEX FDS LARGE CAP E - ETF | — | $1.5M | 0.1% | 4,403 | — | |||
| 128 | $GLD | SPDR GOLD TRUST | Financials | $1.5M | 0.1% | 4,104 | +0.4% | |||
| 129 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $1.5M | 0.1% | 2,956 | +10% | |||
| 130 | — | SELECT SECTOR SPDR TR ST STR F - CS | — | $1.5M | 0.1% | 27K | -4% | |||
| 131 | — | VANGUARD INDEX FDS TOTAL STK M - ETF | — | $1.4M | 0.1% | 3,819 | -0.8% | |||
| 132 | $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Real Estate | $1.4M | 0.1% | 10K | +13% | |||
| 133 | $GE | GENERAL ELECTRIC CO | Industrials | $1.4M | 0.1% | 3,654 | -7% | |||
| 134 | — | VANGUARD WORLD FD INF TECH ETF - ETF | — | $1.4M | 0.1% | 11K | +681% | |||
| 135 | — | GOLDMAN SACHS ETF TR S&P 500 P - ETF | — | $1.3M | 0.1% | 24K | +443% | |||
| 136 | — | VANGUARD INTL EQUITY INDEX FDS - ETF | — | $1.3M | 0.1% | 22K | -2% | |||
| 137 | $ROP | ROPER TECHNOLOGIES INC | Technology | $1.3M | 0.1% | 3,865 | -7% | |||
| 138 | $SYY | SYSCO CORP | Consumer Discretionary | $1.3M | 0.1% | 15K | -48% | |||
| 139 | — | ISHARES TR CORE S&P MCP ETF - ETF | — | $1.3M | 0.1% | 16K | +3% | |||
| 140 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $1.2M | 0.1% | 10K | New | |||
| 141 | $HLI | HOULIHAN LOKEY, INC. | Financials | $1.2M | 0.1% | 9,068 | -5% | |||
| 142 | — | SPDR SERIES TRUST SP O&G EXPL - CS | — | $1.2M | 0.1% | 7,822 | -1% | |||
| 143 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.2M | 0.1% | 13K | -5% | |||
| 144 | — | SELECT SECTOR SPDR TR ST STR S - CS | — | $1.2M | 0.1% | 11K | +6% | |||
| 145 | — | ISHARES TR MSCI EMG MKT ETF - ETF | — | $1.1M | 0.1% | 16K | -5% | |||
| 146 | $VRSN | VERISIGN INC/CA | Technology | $1.1M | 0.1% | 4,257 | — | |||
| 147 | — | GOLDMAN SACHS ETF TR NASDA 100 - ETF | — | $1.0M | 0.1% | 18K | New | |||
| 148 | $RTX | RTX Corp | Industrials | $1.0M | 0.1% | 5,493 | -0.9% | |||
| 149 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.0M | 0.1% | 2,023 | -6% | |||
| 150 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $983K | 0.1% | 3,646 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 21 new, 71 added to, 147 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (21)
- FIDELITY COVINGTON TRUST SML M - ETF$8.8M
first bought this quarter
- AMERICAN CENTY ETF TR AVANTIS - ETF$8.6M
first bought this quarter
- MITSUBISHI HEAVY INDUSTRIES LT - CS$5.2M
first bought this quarter
$TERTERADYNE, INC$5.0M
first bought this quarter
$HONAHoneywell Aerospace Inc.$1.6M
first bought this quarter
$GPCGENUINE PARTS CO$1.2M
first bought this quarter
+15 more in the Excel export
Added to (71)
$BKNGBooking Holdings Inc.+2541%
now $11.4M · held 10+ qtrs, 4 adds in a row
- SPDR SERIES TRUST ST STR RATE - ETF+13%
now $15.6M
- CONSTELLATION SOFTWARE INC COM - CS+39%
now $6.0M
$NVDANVIDIA CORP+8%
now $18.6M · held 10+ qtrs
- SELECT SECTOR SPDR TR ST STR E - CS+5%
now $29.0M
- ISHARES TR RUS 1000 GRW ETF - ETF+300%
now $1.6M
+65 more in the Excel export
Trimmed (147)
now $92.5M · held 10+ qtrs, 5 trims in a row
now $45.1M · held 8 qtrs, 7 trims in a row
$DDDuPont de Nemours, Inc.-65%
now $1.6M · held 7 qtrs
now $29.1M · held 10+ qtrs
now $42.7M · held 10+ qtrs
now $95.4M · held 10+ qtrs, 3 trims in a row
+141 more in the Excel export
Holdings by quarter
Every 13F APPLETON PARTNERS INC/MA has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow APPLETON PARTNERS?
Q2 2026 13F filed with the SEC on Jul 21, 2026. Prices are closing prices as of Oct 28, 2026.
Average quality of APPLETON PARTNERS's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+1.0%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 13% over the last 4
Top 10 weight
35%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
APPLETON PARTNERS INC/MA disclosed 275 positions worth $1.6B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.8% of the equity portfolio, followed by $MU. During the quarter the fund opened 21 new positions and exited 8 and a full exit from $NKE. The portfolio is most concentrated in Other (29.6% of disclosed assets). All figures are sourced directly from APPLETON PARTNERS INC/MA’s Form 13F-HR filing with the SEC under CIK 1055290.
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