APPLETON PARTNERS INC/MA
CIK: 0001055290SEC EDGAR →
Portfolio Value
$1.5B
Holdings
263
As of
Q4 2025
New Positions
263
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC COM | 341,715 | $92.9M | 6.12% |
| 2 | MICROSOFT CORP COM | 117,451 | $56.8M | 3.74% |
| 3 | GOLDMAN SACHS ETF TR ACTIVEBET | 423,087 | $56.0M | 3.69% |
| 4 | SCHWAB STRATEGIC TR US LRG CAP | 1,846,376 | $49.7M | 3.27% |
| 5 | ALPHABET INC CAP STK CL C | 138,274 | $43.4M | 2.86% |
| 6 | AMAZON COM INC COM | 179,908 | $41.5M | 2.74% |
| 7 | BROADCOM INC COM | 119,632 | $41.4M | 2.73% |
| 8 | JPMORGAN CHASE & CO. COM | 127,112 | $41.0M | 2.70% |
| 9 | MICRON TECHNOLOGY INC COM | 117,704 | $33.6M | 2.21% |
| 10 | GE VERNOVA INC COM | 43,260 | $28.3M | 1.86% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (263)
$92.9M · 342K shares
$56.8M · 117K shares
$56.0M · 423K shares
$49.7M · 1.8M shares
$43.4M · 138K shares
$41.5M · 180K shares
$41.4M · 120K shares
$41.0M · 127K shares
$33.6M · 118K shares
$28.3M · 43K shares
$28.2M · 80K shares
$26.9M · 151K shares
$24.3M · 544K shares
$24.2M · 479K shares
$22.4M · 65K shares
$22.1M · 33K shares
$20.7M · 861K shares
$19.5M · 18K shares
$19.0M · 442K shares
$17.9M · 266K shares
$17.3M · 93K shares
$16.7M · 33K shares
$16.4M · 88K shares
$16.3M · 101K shares
$16.0M · 171K shares
$15.6M · 24K shares
$15.5M · 50K shares
$15.2M · 99K shares
$15.1M · 264K shares
$14.7M · 477K shares
$14.1M · 43K shares
$14.0M · 21K shares
$12.8M · 56K shares
$12.8M · 49K shares
$12.7M · 2K shares
$12.5M · 23K shares
$12.5M · 438K shares
$12.5M · 74K shares
$12.0M · 38K shares
$11.8M · 614K shares
$11.6M · 162K shares
$11.3M · 148K shares
$11.2M · 34K shares
$10.7M · 31K shares
$10.6M · 47K shares
$10.5M · 92K shares
$10.4M · 31K shares
$10.3M · 36K shares
$10.3M · 306K shares
$10.0M · 92K shares
$9.8M · 47K shares
$9.5M · 190K shares
$9.5M · 21K shares
$9.3M · 122K shares
$9.2M · 43K shares
$9.1M · 52K shares
$8.8M · 10K shares
$8.8M · 61K shares
$8.7M · 338K shares
$8.6M · 15K shares
$8.3M · 14K shares
$8.3M · 54K shares
$8.1M · 27K shares
$7.8M · 34K shares
$7.2M · 64K shares
$7.0M · 46K shares
$7.0M · 88K shares
$6.8M · 136K shares
$6.8M · 47K shares
$6.7M · 36K shares
$6.1M · 120K shares
$6.0M · 2K shares
$5.7M · 38K shares
$5.5M · 130K shares
$5.4M · 18K shares
$4.9M · 129K shares
$4.7M · 224K shares
$4.6M · 5K shares
$4.5M · 18K shares
$4.5M · 16K shares
$4.2M · 33K shares
$4.0M · 22K shares
$3.8M · 32K shares
$3.7M · 15K shares
$3.7M · 176K shares
$3.7M · 204K shares
$3.7M · 46K shares
$3.7M · 21K shares
$3.6M · 21K shares
$3.6M · 25K shares
$3.6M · 5K shares
$3.4M · 15K shares
$3.4M · 56K shares
$3.3M · 140K shares
$3.3M · 156K shares
$3.1M · 6K shares
$3.1M · 32K shares
$3.1M · 5K shares
$3.0M · 15K shares
$2.9M · 31K shares
$2.9M · 33K shares
$2.8M · 15K shares
$2.7M · 12K shares
$2.5M · 41K shares
$2.3M · 69K shares
$2.2M · 9K shares
$2.2M · 29K shares
$2.2M · 127K shares
$2.1M · 22K shares
$2.1M · 38K shares
$2.1M · 33K shares
$2.1M · 8K shares
$2.1M · 6K shares
$2.0M · 11K shares
$1.9M · 2K shares
$1.9M · 15K shares
$1.7M · 14K shares
$1.7M · 5K shares
$1.6M · 4K shares
$1.6M · 12K shares
$1.6M · 5K shares
$1.6M · 29K shares
$1.6M · 20K shares
$1.6M · 3K shares
$1.5M · 5K shares
$1.5M · 20K shares
$1.5M · 2K shares
$1.5M · 5K shares
$1.4M · 12K shares
$1.4M · 4K shares
$1.3M · 32K shares
$1.2M · 4K shares
$1.2M · 23K shares
$1.2M · 6K shares
$1.2M · 3K shares
$1.1M · 1K shares
$1.1M · 2K shares
$1.1M · 9K shares
$1.1M · 4K shares
$1.1M · 16K shares
$1.1M · 56K shares
$1.0M · 7K shares
$1.0M · 34K shares
$996K · 11K shares
$921K · 17K shares
$915K · 4K shares
$914K · 7K shares
$897K · 3K shares
$873K · 6K shares
$863K · 5K shares
$854K · 11K shares
$844K · 12K shares
$825K · 1K shares
$820K · 2K shares
$815K · 6K shares
$797K · 29K shares
SPDR INDEX SHS FDS MSCI EMRG M
$785K · 12K shares
$784K · 1K shares
$782K · 4K shares
$776K · 17K shares
$768K · 7K shares
$759K · 4K shares
$755K · 1 shares
$746K · 21K shares
$744K · 3K shares
$711K · 3K shares
$683K · 2K shares
$672K · 4K shares
$663K · 15K shares
$649K · 8K shares
$626K · 23K shares
$619K · 1K shares
$612K · 5K shares
$611K · 2K shares
$607K · 16K shares
$606K · 2K shares
$575K · 1K shares
$560K · 3K shares
$557K · 6K shares
$551K · 10K shares
$545K · 2K shares
$542K · 4K shares
$540K · 4K shares
$539K · 2K shares
$536K · 5K shares
$534K · 9K shares
$514K · 3K shares
$494K · 6K shares
$491K · 4K shares
$481K · 3K shares
$481K · 32K shares
$477K · 6K shares
$474K · 5K shares
$471K · 19K shares
$461K · 2K shares
$455K · 2K shares
$443K · 5K shares
$439K · 899 shares
$438K · 2K shares
$437K · 11K shares
$425K · 4K shares
$421K · 16K shares
$421K · 5K shares
$417K · 3K shares
$408K · 3K shares
$405K · 2K shares
$401K · 4K shares
$389K · 12K shares
$388K · 3K shares
$386K · 858 shares
$384K · 4K shares
$382K · 5K shares
$378K · 2K shares
$374K · 2K shares
$372K · 12K shares
$365K · 2K shares
$362K · 12K shares
$358K · 8K shares
$346K · 5K shares
$345K · 2K shares
$345K · 3K shares
$344K · 5K shares
$337K · 2K shares
$334K · 2K shares
$322K · 4K shares
$321K · 4K shares
$319K · 5K shares
$316K · 5K shares
$309K · 2K shares
$309K · 4K shares
$305K · 1K shares
$302K · 23K shares
$299K · 1K shares
$299K · 712 shares
$295K · 2K shares
$294K · 3K shares
$289K · 6K shares
$281K · 2K shares
$280K · 990 shares
$262K · 7K shares
$253K · 5K shares
$245K · 4K shares
$245K · 3K shares
$242K · 5K shares
$236K · 8K shares
$233K · 5K shares
$232K · 964 shares
$230K · 5K shares
$228K · 645 shares
$227K · 3K shares
$218K · 3K shares
$216K · 2K shares
$211K · 2K shares
$210K · 1K shares
$210K · 2K shares
$209K · 3K shares
$209K · 8K shares
$208K · 7K shares
$205K · 2K shares
$205K · 3K shares
$204K · 3K shares
$201K · 4K shares
$3K · 25K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 118 | $579.7M | 38.2% |
| Technology | 29 | $312.8M | 20.6% |
| Communication Services | 9 | $117.7M | 7.8% |
| Healthcare | 17 | $104.7M | 6.9% |
| Consumer Cyclical | 17 | $101.8M | 6.7% |
| Industrials | 25 | $96.2M | 6.3% |
| Unknown | 16 | $71.3M | 4.7% |
| Consumer Defensive | 13 | $49.9M | 3.3% |
| Utilities | 4 | $29.3M | 1.9% |
| Basic Materials | 6 | $25.6M | 1.7% |
| Real Estate | 4 | $23.8M | 1.6% |
| Energy | 5 | $5.3M | 0.3% |