Appleton Partners Inc/Ma Top Holdings and 13F Report (2026) About Appleton Partners Inc/MaInvestment ActivityAppleton Partners Inc/Ma has $1.63 billion in total holdings as of September 30, 2026.Appleton Partners Inc/Ma owns shares of 269 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 3.96% of the portfolio was purchased this quarter.About 2.97% of the portfolio was sold this quarter.This quarter, Appleton Partners Inc/Ma has purchased 275 new stocks and bought additional shares in 76 stocks.Appleton Partners Inc/Ma sold shares of 139 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $105,631,000Micron Technology $80,593,000Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $61,388,000Microsoft $61,283,000Schwab US Large-Cap ETF $56,270,000 Largest New Holdings this Quarter 25809K105 - DOORDASH INC CL A $7,376,000 Holding75734B100 - REDDIT INC CL A $6,818,000 Holding46120E602 - Intuitive Surgical $6,089,000 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP COM S $4,689,000 Holding Largest Purchases this Quarter Teradyne 19,066 shares (about $7.64M)DOORDASH INC CL A 40,187 shares (about $7.38M)REDDIT INC CL A 47,865 shares (about $6.82M)Intuitive Surgical 14,975 shares (about $6.09M)Monster Beverage 135,114 shares (about $5.62M) Largest Sales this Quarter Booking 31,269 shares (about $5.09M)Micron Technology 4,492 shares (about $4.78M)Stryker 16,217 shares (about $4.47M)Apple 12,669 shares (about $4.22M)Corning 18,111 shares (about $2.78M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAppleton Partners Inc/Ma Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$105,631,000$4,219,046 ▼-3.8%317,1906.5%TechnologyMUMicron Technology$80,593,000$4,784,497 ▼-5.6%75,6664.9%TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$61,388,000$212,195 ▲0.3%423,2453.8%ETFMSFTMicrosoft$61,283,000$1,601,278 ▲2.7%119,4833.8%TechnologySCHXSchwab US Large-Cap ETF$56,270,000$376,323 ▲0.7%1,875,6513.5%ETFGOOGAlphabet$45,678,000$696,133 ▼-1.5%134,0552.8%Communication ServicesAMZNAmazon.com$43,845,000$257,872 ▼-0.6%175,9772.7%Consumer DiscretionaryJPMJPMorgan Chase & Co.$40,141,000$1,035,508 ▼-2.5%121,3332.5%FinanceAVGOBroadcom$38,749,000$916,249 ▼-2.3%110,3372.4%TechnologyGE VERNOVA INC COM$34,260,000$2,260,301 ▼-6.2%36,0442.1%CSXLEEnergy Select Sector SPDR Fund$33,789,000$191,390 ▲0.6%549,4102.1%ETFVVisa$28,529,000$94,505 ▼-0.3%79,3941.8%FinanceMSMorgan Stanley$26,293,000$102,880 ▲0.4%139,7961.6%FinanceSCHFSchwab International Equity ETF$24,820,000$329,445 ▲1.3%903,5391.5%ETFLLYEli Lilly and Company$23,690,000$875,907 ▲3.8%20,4741.5%HealthcareWELLWelltower$22,389,000$224,719 ▼-1.0%97,2401.4%Real EstateMETAMeta Platforms$21,952,000$2,741,915 ▼-11.1%30,2711.3%Communication ServicesIEMGiShares Core MSCI Emerging Markets ETF$21,656,000$147,952 ▲0.7%266,8361.3%ETFJPSTJPMorgan Ultra-Short Income ETF$21,614,000$1,047,081 ▼-4.6%429,1091.3%ETFNVDANVIDIA$21,577,000$300,083 ▲1.4%94,4811.3%TechnologyGSIEGoldman Sachs ActiveBeta International Equity ETF$21,411,000$241,206 ▲1.1%467,0891.3%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$20,773,000$5,151,601 ▲33.0%673,5741.3%ETFIBBiShares Biotechnology ETF$16,790,000$924,848 ▲5.8%79,7521.0%ETFBRK.BBerkshire Hathaway$16,131,000$5,976 ▲0.0%32,3941.0%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$15,901,000$15,876 ▼-0.1%154,2431.0%ETFICEIntercontinental Exchange$15,752,000$195,505 ▲1.3%103,6141.0%FinanceGOOGLAlphabet$15,304,000$196,130 ▼-1.3%44,4770.9%Communication ServicesSOLVENTUM CORP COM SHS$15,174,000$2,143,977 ▲16.5%172,1390.9%CSUNHUnitedHealth Group$15,041,000$113,797 ▲0.8%40,9740.9%HealthcareJEPIJPMorgan Equity Premium Income ETF$14,930,000$36,823 ▼-0.2%265,5710.9%ETFSPYSPDR S&P 500 ETF Trust$14,592,000$395,801 ▼-2.6%19,1340.9%ETFSCHASchwab US Small-Cap ETF$13,651,000$7,962 ▲0.1%418,3680.8%ETFGFSGlobalFoundries$13,377,000$330,802 ▲2.5%279,1440.8%TechnologyCDNSCadence Design Systems$13,315,000$312,362 ▲2.4%40,3250.8%TechnologyNFLXNetflix$13,268,000$156,205 ▼-1.2%190,6900.8%Communication ServicesPANWPalo Alto Networks$12,863,000$539,551 ▼-4.0%32,3750.8%TechnologyCWCurtiss-Wright$12,569,000$505,218 ▲4.2%23,1120.8%IndustrialsSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$12,260,000$451,876 ▲3.8%379,8120.8%ETFDHRDanaher$11,963,000$173,258 ▼-1.4%53,9950.7%HealthcareBXBlackstone$11,842,000$234,376 ▲2.0%105,6490.7%FinanceJNJJohnson & Johnson$11,791,000$353,966 ▼-2.9%44,5370.7%HealthcareTERTeradyne$11,790,000$7,643,775 ▲184.4%29,4080.7%TechnologySHWSherwin-Williams$11,516,000$143,215 ▲1.3%35,6220.7%MaterialsMNSTMonster Beverage$10,870,000$5,623,327 ▲107.2%261,1780.7%Consumer StaplesSPABSPDR Portfolio Aggregate Bond ETF$10,709,000$624,073 ▲6.2%439,6180.7%ETFDISWalt Disney$9,397,000$168,358 ▼-1.8%89,5840.6%Communication ServicesVMCVulcan Materials$9,312,000$137,484 ▲1.5%38,0650.6%MaterialsFSMDFidelity Small-Mid Multifactor ETF$8,873,000$709,895 ▲8.7%180,4610.5%ETFABBVAbbVie$8,869,000$39,239 ▼-0.4%33,9040.5%HealthcareSPGIS&P Global$8,854,000$63,905 ▼-0.7%22,4450.5%FinanceAVSCAvantis U.S. Small Cap Equity ETF$8,684,000$561,529 ▲6.9%125,6060.5%ETFRSGRepublic Services$8,650,000$109,547 ▼-1.3%41,2180.5%IndustrialsWCNWaste Connections$8,534,000$178,722 ▲2.1%55,4380.5%IndustrialsHDHome Depot$8,321,000$1,225,618 ▼-12.8%29,2480.5%Consumer DiscretionaryEVREvercore$8,307,000$9,528 ▲0.1%32,2590.5%FinanceNOWServiceNow$8,137,000$836,334 ▼-9.3%60,7210.5%TechnologyCOSTCostco Wholesale$8,050,000$308,635 ▼-3.7%8,8420.5%Consumer StaplesMITSUBISHI HEAVY INDUSTRIES LT$8,010,000$2,367,910 ▲42.0%655,6780.5%CSIAGGiShares Core International Aggregate Bond ETF$7,831,000$256,035 ▲3.4%159,1680.5%ETFPGProcter & Gamble$7,543,000$115,201 ▼-1.5%51,9230.5%Consumer StaplesDOORDASH INC CL A$7,376,000$7,376,000 ▲New Holding40,1870.5%CSCNSWFConstellation Software$7,168,000$764,235 ▲11.9%3,5360.4%TechnologyQXO INC COM NEW$6,845,000$766,456 ▼-10.1%585,5420.4%CSREDDIT INC CL A$6,818,000$6,818,000 ▲New Holding47,8650.4%CSSPOTSpotify Technology$6,494,000$639,457 ▼-9.0%13,3240.4%Communication ServicesTMOThermo Fisher Scientific$6,439,000$1,336,536 ▼-17.2%9,5390.4%HealthcareVRSKVerisk Analytics$6,292,000$902,022 ▼-12.5%37,4860.4%IndustrialsISRGIntuitive Surgical$6,089,000$6,089,000 ▲New Holding14,9750.4%HealthcareWALMART INC COM$6,066,000$56,017 ▼-0.9%58,3680.4%CSJ P MORGAN EXCHANGE TRADED FD$5,757,000$121,841 ▲2.2%113,8730.4%ETFTJXTJX Companies$5,715,000$86,663 ▼-1.5%43,1940.4%Consumer DiscretionaryKTOSKratos Defense & Security Solutions$5,670,000$694,369 ▼-10.9%132,8230.3%IndustrialsPEPPepsiCo$5,632,000$73,627 ▼-1.3%44,4430.3%Consumer StaplesADSKAutodesk$5,361,000$270,641 ▼-4.8%25,6520.3%TechnologyBKNGBooking$5,335,000$5,093,588 ▼-48.8%32,7510.3%Consumer DiscretionaryEMLPFirst Trust North American Energy Infrastructure Fund$5,313,000$36,524 ▲0.7%129,6090.3%ETFSCHHSchwab U.S. REIT ETF$5,263,000$111,454 ▲2.2%238,7990.3%ETFAMPLIFY ETF TR AMPLIFY CYBERSE$5,233,000$40,008 ▼-0.8%43,1640.3%CSCOMBGraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF$4,921,000$28,779 ▲0.6%176,6360.3%ETFXLUUtilities Select Sector SPDR Fund$4,822,000$73,203 ▲1.5%122,2580.3%ETFIWMiShares Russell 2000 ETF$4,781,000$151,160 ▼-3.1%17,2060.3%ETFFPEFirst Trust Preferred Securities and Income ETF$4,748,000$309,519 ▲7.0%278,4500.3%ETFSYKStryker$4,695,000$4,465,620 ▼-48.7%17,0500.3%HealthcareEXXONMOBIL HOLDINGS CORP COM S$4,689,000$4,689,000 ▲New Holding28,8100.3%CSXLKTechnology Select Sector SPDR Fund$4,674,000$6,068 ▼-0.1%23,8790.3%ETFGSThe Goldman Sachs Group$4,542,000$40,513 ▼-0.9%5,0450.3%FinanceDGXQuest Diagnostics$4,387,000$466,648 ▼-9.6%18,8210.3%HealthcareIVViShares Core S&P 500 ETF$4,304,000$3,063 ▲0.1%5,6200.3%ETFCMECME Group$3,955,000$786 ▲0.0%15,0960.2%FinanceMCDMcDonald's$3,819,000$1,155 ▲0.0%16,5370.2%Consumer DiscretionaryHSYHershey$3,787,000$55,946 ▼-1.5%24,0300.2%Consumer StaplesSPHYSPDR Portfolio High Yield Bond ETF$3,699,000$175,574 ▲5.0%163,7620.2%ETFBKLNInvesco Senior Loan ETF$3,487,000$14,935 ▲0.4%170,6770.2%ETFEFAiShares MSCI EAFE ETF$3,083,000$21,300 ▲0.7%29,6720.2%ETFTE CONNECTIVITY PLC ORD SHS$3,044,000$16,888 ▲0.6%14,4200.2%CSAMTAmerican Tower$3,016,000$124,064 ▼-4.0%18,4270.2%Real EstateLVMUYLVMH-Moet Hennessy Louis Vuitton$2,938,000$322,359 ▼-9.9%33,1570.2%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$2,802,000$35,302 ▼-1.2%39,6860.2%ETFCTASCintas$2,794,000$68,270 ▼-2.4%14,3240.2%IndustrialsCOFCapital One Financial$2,679,000$154,431 ▼-5.5%13,8780.2%FinanceShowing largest 100 holdings. 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