APPLETON PARTNERS INC/MA
CIK: 1055290SEC EDGAR →
Portfolio Value
$1.4B
Holdings
262
As of
Q1 2026
New Positions
262
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC COM | 336,626 | $85.4M | 5.96% |
| 2 | GOLDMAN SACHS ETF TR ACTIVEBET | 420,407 | $52.6M | 3.67% |
| 3 | SCHWAB STRATEGIC TR US LRG CAP | 1,846,870 | $47.4M | 3.30% |
| 4 | MICROSOFT CORP COM | 119,394 | $44.2M | 3.08% |
| 5 | ALPHABET INC CAP STK CL C | 137,093 | $39.3M | 2.74% |
| 6 | AMAZON COM INC COM | 179,510 | $37.4M | 2.61% |
| 7 | JPMORGAN CHASE & CO COM | 126,590 | $37.2M | 2.60% |
| 8 | BROADCOM INC COM | 118,722 | $36.7M | 2.56% |
| 9 | GE VERNOVA INC COM | 41,914 | $36.6M | 2.55% |
| 10 | MICRON TECHNOLOGY INC COM | 102,823 | $34.7M | 2.42% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 115 | $564.4M | 39.4% |
| Technology | 30 | $281.1M | 19.6% |
| Communication Services | 9 | $108.2M | 7.6% |
| Healthcare | 16 | $97.0M | 6.8% |
| Industrials | 27 | $86.5M | 6.0% |
| Consumer Cyclical | 17 | $83.1M | 5.8% |
| Unknown | 16 | $64.0M | 4.5% |
| Consumer Defensive | 12 | $51.6M | 3.6% |
| Utilities | 4 | $37.7M | 2.6% |
| Basic Materials | 7 | $26.3M | 1.8% |
| Real Estate | 4 | $25.7M | 1.8% |
| Energy | 5 | $7.2M | 0.5% |