Appleton Partners Inc/Ma
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.4M
Q ending 2026-03-31
Prior quarter
$1.5M
Q ending 2025-12-31
Change
-5.6% QoQ · +10.8% YoY
Positions
262
reported holdings
Largest positions
Top 100 of 262 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc Com | AAPL | Shares | $85K | 337K |
| Goldman Sachs Etf Tr Activebet | GSLC | Shares | $53K | 420K |
| Schwab Strategic Tr Us Lrg Cap | SCHX | Shares | $47K | 1.8M |
| Microsoft Corp Com | MSFT | Shares | $44K | 119K |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $39K | 137K |
| Amazon Com Inc Com | AMZN | Shares | $37K | 180K |
| Jpmorgan Chase & Co Com | JPM | Shares | $37K | 127K |
| Broadcom Inc Com | AVGO | Shares | $37K | 119K |
| Ge Vernova Inc Com | GEV | Shares | $37K | 42K |
| Micron Technology Inc Com | MU | Shares | $35K | 103K |
| Select Sector Spdr Tr State St | XLE | Shares | $32K | 520K |
| Morgan Stanley Com New | MS | Shares | $25K | 150K |
| Visa Inc Com Cl A | V | Shares | $24K | 80K |
| J P Morgan Exchange Traded Fd | JPST | Shares | $23K | 455K |
| Schwab Strategic Tr Intl Eqty | SCHF | Shares | $21K | 866K |
| Meta Platforms Inc Cl A | META | Shares | $19K | 34K |
| Goldman Sachs Etf Tr Activebet | GSIE | Shares | $19K | 446K |
| Welltower Inc Com | WELL | Shares | $19K | 95K |
| Ishares Inc Core Msci Emkt | IEMG | Shares | $19K | 267K |
| Netflix Inc. Com | NFLX | Shares | $18K | 191K |
| Eli Lilly & Co Com | LLY | Shares | $18K | 19K |
| Intercontinental Exchange Inc | ICE | Shares | $16K | 100K |
| Berkshire Hathaway Inc | BRK/B | Shares | $15K | 32K |
| Curtiss Wright Corp Com | CW | Shares | $15K | 22K |
| Nvidia Corporation Com | NVDA | Shares | $15K | 86K |
| J P Morgan Exchange Traded Fd | JEPI | Shares | $15K | 259K |
| Spdr Series Trust State Street | FLRN | Shares | $14K | 448K |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $13K | 47K |
| Spdr S&P 500 Etf Tr Tr Unit | SPY | Shares | $13K | 20K |
| Schwab Strategic Tr Us Sml Cap | SCHA | Shares | $13K | 439K |
| Qxo Inc Com New | QXO | Shares | $13K | 649K |
| Ishares Tr Ishares Biotech | IBB | Shares | $12K | 74K |
| Home Depot Inc Com | HD | Shares | $12K | 36K |
| Globalfoundries Inc Ordinary S | Shares | $12K | 269K | |
| Blackstone Inc Com | BX | Shares | $12K | 102K |
| Spdr Series Trust State Street | SPIB | Shares | $11K | 341K |
| Johnson & Johnson Com | JNJ | Shares | $11K | 47K |
| Unitedhealth Group Inc Com | UNH | Shares | $11K | 42K |
| Sherwin Williams Co Com | SHW | Shares | $11K | 34K |
| Danaher Corp Del Com | DHR | Shares | $11K | 57K |
| Cadence Design Systems Inc | CDNS | Shares | $11K | 39K |
| J P Morgan Exchange Traded Fd | JPME | Shares | $11K | 93K |
| First Tr Exchange-Traded Fd Ii | CIBR | Shares | $10K | 163K |
| Booking Holdings Inc Com | BKNG | Shares | $10K | 2K |
| Kratos Defense & Security Solu | KTOS | Shares | $10K | 144K |
| Stryker Corporation Com | SYK | Shares | $10K | 31K |
| J P Morgan Exchange Traded Fd | JPSE | Shares | $10K | 191K |
| Vulcan Matls Co Com | VMC | Shares | $10K | 36K |
| Spdr Series Trust State Street | SPAB | Shares | $10K | 382K |
| S&P Global Inc Com | SPGI | Shares | $10K | 23K |
| Evercore Inc Class A | EVR | Shares | $10K | 32K |
| Republic Svcs Inc Com | RSG | Shares | $10K | 43K |
| Costco Whsl Corp New Com | COST | Shares | $9K | 9K |
| Solventum Corp Com Shs | SOLV | Shares | $9K | 142K |
| Monster Beverage Corp New Com | MNST | Shares | $9K | 123K |
| Disney Walt Co Com | DIS | Shares | $9K | 92K |
| Procter And Gamble Co Com | PG | Shares | $9K | 61K |
| Verisk Analytics Inc Com | VRSK | Shares | $9K | 45K |
| Waste Connections Inc Com | WCN | Shares | $8K | 52K |
| Walmart Inc Com | WMT | Shares | $8K | 62K |
| Abbvie Inc Com | ABBV | Shares | $8K | 35K |
| Ishares Tr Core Intl Aggr | IAGG | Shares | $7K | 144K |
| Tjx Cos Inc New Com | TJX | Shares | $7K | 45K |
| Pepsico Inc Com | PEP | Shares | $7K | 46K |
| Spotify Technology Sa | Shares | $7K | 14K | |
| Thermo Fisher Scientific Inc C | TMO | Shares | $7K | 14K |
| Servicenow Inc Com | NOW | Shares | $7K | 64K |
| Autodesk Inc Com | ADSK | Shares | $7K | 28K |
| J P Morgan Exchange Traded Fd | JMST | Shares | $6K | 126K |
| Select Sector Spdr Tr State St | XLU | Shares | $6K | 129K |
| Palo Alto Networks Inc Com | PANW | Shares | $6K | 35K |
| First Tr Exchange-Traded Fd Iv | EMLP | Shares | $6K | 129K |
| Mcdonalds Corp Com | MCD | Shares | $5K | 17K |
| Exxon Mobil Corp Com | XOM | Shares | $5K | 30K |
| Schwab Strategic Tr Us Reit Et | SCHH | Shares | $5K | 229K |
| Hershey Co Com | HSY | Shares | $5K | 24K |
| Cme Group Inc Com | CME | Shares | $5K | 16K |
| Graniteshares Etf Tr Bbg Commd | COMB | Shares | $5K | 179K |
| Ishares Tr Russell 2000 Etf | IWM | Shares | $5K | 18K |
| Goldman Sachs Group Inc Com | GS | Shares | $4K | 5K |
| Corning Inc Com | GLW | Shares | $4K | 31K |
| First Tr Exch Traded Fd Iii Pf | FPE | Shares | $4K | 235K |
| Quest Diagnostics Inc Com | DGX | Shares | $4K | 21K |
| Lvmh Moet Hennessy Louis Adr | LVMUY | Shares | $4K | 38K |
| Constellation Software Inc Com | CNSWF | Shares | $4K | 2K |
| Intuit Com | INTU | Shares | $4K | 8K |
| Crh Plc Ord | Shares | $4K | 33K | |
| Honeywell Intl Inc Com | HONGBP | Shares | $3K | 15K |
| American Tower Corp | AMT | Shares | $3K | 20K |
| Ishares Tr Core S&P500 Etf | IVV | Shares | $3K | 5K |
| Spdr Series Trust State Street | SPHY | Shares | $3K | 145K |
| Amplify Etf Tr Amplify Cyberse | HACK | Shares | $3K | 44K |
| Invesco Exchange-Traded Fd Tr | BKLN | Shares | $3K | 161K |
| Te Connectivity Plc Ord Shs | Shares | $3K | 15K | |
| Select Sector Spdr Tr State St | XLK | Shares | $3K | 23K |
| Air Prods & Chems Inc Com | APD | Shares | $3K | 10K |
| Rollins Inc Com | ROL | Shares | $3K | 57K |
| Ishares Tr Msci Eafe Etf | EFA | Shares | $3K | 30K |
| Medtronic Plc Shs | Shares | $3K | 32K | |
| Capital One Finl Corp Com | COF | Shares | $3K | 15K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.