APPLETON PARTNERS INC/MA
CIK: 1055290SEC EDGAR →
Portfolio Value
$1.6B
Holdings
275
As of
Q2 2026
New Positions
21
Closed Positions
11
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC COM | 329,859 | $95.4M | 5.85% |
| 2 | MICRON TECHNOLOGY INC COM | 80,158 | $92.5M | 5.67% |
| 3 | GOLDMAN SACHS ETF TR ACTIVEBET | 421,782 | $59.8M | 3.67% |
| 4 | SCHWAB STRATEGIC TR US LRG CAP | 1,863,107 | $54.8M | 3.36% |
| 5 | ALPHABET INC CAP STK CL C | 136,098 | $48.1M | 2.95% |
| 6 | GE VERNOVA INC COM | 38,422 | $45.1M | 2.77% |
| 7 | MICROSOFT CORP COM | 116,361 | $43.4M | 2.66% |
| 8 | BROADCOM INC COM | 112,946 | $42.7M | 2.62% |
| 9 | AMAZON COM INC COM | 177,012 | $42.2M | 2.59% |
| 10 | JPMORGAN CHASE & CO COM | 124,463 | $40.7M | 2.50% |
Quarterly Changes
New Positions (24)
$8.8M · 166K shares
$8.6M · 117K shares
$5.2M · 462K shares
$5.0M · 10K shares
HONEYWELL INTL INC COM
$1.7M · 8K shares
HONEYWELL AEROSPACE INC COM
$1.6M · 7K shares
DUPONT DE NEMOURS INC COMMON S
$1.6M · 11K shares
$1.2M · 10K shares
$1.0M · 18K shares
$498K · 858 shares
$485K · 6K shares
$443K · 9K shares
$398K · 550 shares
$371K · 5K shares
$258K · 595 shares
$257K · 10K shares
$255K · 4K shares
$242K · 1K shares
$239K · 712 shares
$236K · 4K shares
$233K · 1K shares
$218K · 223 shares
$210K · 2K shares
$203K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 124 | $615.7M | 37.7% |
| Technology | 36 | $395.2M | 24.2% |
| Communication Services | 10 | $114.4M | 7.0% |
| Healthcare | 15 | $110.9M | 6.8% |
| Consumer Cyclical | 14 | $83.7M | 5.1% |
| Unknown | 20 | $81.1M | 5.0% |
| Industrials | 25 | $72.5M | 4.4% |
| Consumer Defensive | 12 | $49.3M | 3.0% |
| Utilities | 4 | $46.2M | 2.8% |
| Real Estate | 4 | $29.2M | 1.8% |
| Basic Materials | 6 | $27.2M | 1.7% |
| Energy | 5 | $5.8M | 0.4% |