Institutions / Appleton Partners INC/MA
Appleton Partners INC/MA
CIK 1055290 · Institution · as of Mar 31, 2026
Portfolio value
$1.43M
Positions
262
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.43M-5.6%Positions
262-0.4%Top holdings
Mar 31, 2026View all 262 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $85.4K | 6.0% |
| Goldman Sachs ETF Tr Activebet | $52.6K | 3.7% |
| Schwab Strategic Tr US Lrg Cap | $47.4K | 3.3% |
| Microsoft Corp | $44.2K | 3.1% |
| Alphabet Inc. | $39.3K | 2.7% |
| Amazon.com Inc | $37.4K | 2.6% |
| JPMORGAN CHASE & CO | $37.2K | 2.6% |
| Broadcom Inc. | $36.7K | 2.6% |
| GE Vernova Inc. | $36.6K | 2.6% |
| Micron Technology Inc | $34.7K | 2.4% |
| Select Sector SPDR Tr State St | $31.9K | 2.2% |
| Morgan Stanley | $24.7K | 1.7% |
| Visa Inc | $24.3K | 1.7% |
| J P Morgan Exchange Traded Fd | $23.0K | 1.6% |
| Schwab Strategic Tr Intl Eqty | $21.4K | 1.5% |
| Meta Platforms Inc | $19.4K | 1.4% |
| Goldman Sachs ETF Tr Activebet | $19.2K | 1.3% |
| Welltower, Inc. | $18.8K | 1.3% |
| iShares Inc Core MSCI Emkt | $18.6K | 1.3% |
| Netflix Inc | $18.4K | 1.3% |
| ELI LILLY & Co | $17.6K | 1.2% |
| Intercontinental Exchange, Inc. | $15.7K | 1.1% |
| Warren E. Buffett | $15.4K | 1.1% |
| Curtiss Wright Corp | $15.2K | 1.1% |
| NVIDIA Corp | $15.0K | 1.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Arthur J. Gallagher & Co. | $-12.8K | -49K -100.00% | — | low |
| Q1 2026 as of | New | G39387108 | $12.0K | +269K | 268,748 0.83% of portfolio | low |
| Q1 2026 as of | New | S&P Global Inc. | $9.7K | +23K | 22,892 0.68% of portfolio | low |
| Q1 2026 as of | Trim | Home Depot, Inc. | $-9.4K | -29K -43.94% | 36,420 0.84% of portfolio | low |
| Q1 2026 as of | Trim | Intuit Inc. | $-6.6K | -15K -65.22% | 8,199 0.25% of portfolio | low |
| Q1 2026 as of | Trim | Roper Technologies Inc | $-6.1K | -17K -80.61% | 4,138 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Micron Technology Inc | $-5.0K | -15K -12.64% | 102,823 2.42% of portfolio | low |
| Q1 2026 as of | Add | Solventum Corp | $3.5K | +53K +60.20% | 141,689 0.65% of portfolio | low |
| Q1 2026 as of | Trim | Lockheed Martin Corp | $-2.6K | -4K -66.54% | 2,147 0.09% of portfolio | low |
| Q1 2026 as of | Add | Netflix Inc | $2.0K | +21K +12.08% | 191,195 1.28% of portfolio | low |