Appleton Partners Inc/Ma Top Holdings and 13F Report (2026) About Appleton Partners Inc/MaInvestment ActivityAppleton Partners Inc/Ma has $1.63 million in total holdings as of June 30, 2026.Appleton Partners Inc/Ma owns shares of 275 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 4.63% of the portfolio was purchased this quarter.About 5.36% of the portfolio was sold this quarter.This quarter, Appleton Partners Inc/Ma has purchased 262 new stocks and bought additional shares in 71 stocks.Appleton Partners Inc/Ma sold shares of 145 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $95,448Micron Technology $92,526Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $59,847Schwab US Large-Cap ETF $54,831Alphabet $48,088 Largest New Holdings this Quarter 316092527 - Fidelity Small-Mid Multifactor ETF $8,774 Holding025072323 - Avantis U.S. Small Cap Equity ETF $8,616 Holding606793404 - MITSUBISHI HEAVY INDUSTRIES LT $5,209 Holding880770102 - Teradyne $5,004 Holding438516205 - HONEYWELL INTL INC COM $1,729 Holding Largest Purchases this Quarter Booking 61,596 shares (about $10.98K)Fidelity Small-Mid Multifactor ETF 166,023 shares (about $8.77K)Avantis U.S. Small Cap Equity ETF 117,484 shares (about $8.62K)MITSUBISHI HEAVY INDUSTRIES LT 461,847 shares (about $5.21K)Teradyne 10,342 shares (about $5.00K) Largest Sales this Quarter Micron Technology 22,665 shares (about $26.16K)JPMorgan Diversified Return U.S. Small Cap Equity ETF 155,669 shares (about $9.37K)JPMorgan Diversified Return U.S. Mid Cap Equity ETF 72,427 shares (about $9.00K)GE VERNOVA INC COM 3,492 shares (about $4.10K)Morgan Stanley 10,967 shares (about $2.29K) 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$95,448$1,958 â–¼-2.0%329,8595.8%TechnologyMUMicron Technology$92,526$26,162 â–¼-22.0%80,1585.7%TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$59,847$195 â–²0.3%421,7823.7%ETFSCHXSchwab US Large-Cap ETF$54,831$478 â–²0.9%1,863,1073.4%ETFGOOGAlphabet$48,088$352 â–¼-0.7%136,0982.9%Communication ServicesGE VERNOVA INC COM$45,141$4,103 â–¼-8.3%38,4222.8%CSMSFTMicrosoft$43,405$1,131 â–¼-2.5%116,3612.7%TechnologyAVGOBroadcom$42,665$2,182 â–¼-4.9%112,9462.6%TechnologyAMZNAmazon.com$42,189$595 â–¼-1.4%177,0122.6%Consumer DiscretionaryJPMJPMorgan Chase & Co.$40,740$696 â–¼-1.7%124,4632.5%FinanceMSMorgan Stanley$29,109$2,293 â–¼-7.3%139,2491.8%FinanceXLEEnergy Select Sector SPDR Fund$29,014$1,386 â–²5.0%546,2981.8%ETFVVisa$27,330$213 â–¼-0.8%79,6571.7%FinanceSCHFSchwab International Equity ETF$24,696$705 â–²2.9%891,5461.5%ETFLLYEli Lilly and Company$23,649$750 â–²3.3%19,7171.4%HealthcareJPSTJPMorgan Ultra-Short Income ETF$22,751$261 â–¼-1.1%449,8971.4%ETFGFSGlobalFoundries$22,435$288 â–²1.3%272,2411.4%TechnologyWELLWelltower$22,292$706 â–²3.3%98,2161.4%Real EstateIEMGiShares Core MSCI Emerging Markets ETF$21,954$165 â–¼-0.7%265,0131.3%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$21,106$714 â–²3.5%461,8271.3%ETFMETAMeta Platforms$19,181$56 â–²0.3%34,0521.2%Communication ServicesNVDANVIDIA$18,642$1,412 â–²8.2%93,1671.1%TechnologyUNHUnitedHealth Group$16,901$393 â–¼-2.3%40,6641.0%HealthcareCWCurtiss-Wright$16,809$48 â–¼-0.3%22,1831.0%IndustrialsBRK.BBerkshire Hathaway$16,204$118 â–²0.7%32,3821.0%FinanceGOOGLAlphabet$16,099$541 â–¼-3.3%45,0471.0%Communication ServicesFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$15,626$1,799 â–²13.0%506,5311.0%ETFSCHASchwab US Small-Cap ETF$15,107$759 â–¼-4.8%418,1240.9%ETFJEPIJPMorgan Equity Premium Income ETF$15,036$420 â–²2.9%266,2260.9%ETFCDNSCadence Design Systems$14,780$169 â–²1.2%39,3790.9%TechnologySPYSPDR S&P 500 ETF Trust$14,676$311 â–¼-2.1%19,6530.9%ETFIBBiShares Biotechnology ETF$14,333$257 â–²1.8%75,3590.9%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$13,873$817 â–¼-5.6%154,3970.9%ETFNFLXNetflix$13,776$124 â–²0.9%192,9350.8%Communication ServicesICEIntercontinental Exchange$12,598$335 â–²2.7%102,3280.8%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$12,240$836 â–²7.3%365,8130.8%ETFBXBlackstone$12,186$183 â–²1.5%103,5580.7%FinanceMNSTMonster Beverage$12,117$317 â–²2.7%126,0640.7%Consumer StaplesSHWSherwin-Williams$12,113$237 â–²2.0%35,1790.7%MaterialsHDHome Depot$11,835$1,010 â–¼-7.9%33,5560.7%Consumer DiscretionaryJNJJohnson & Johnson$11,651$180 â–¼-1.5%45,8740.7%HealthcarePANWPalo Alto Networks$11,504$555 â–¼-4.6%33,7330.7%TechnologyBKNGBooking$11,411$10,979 â–²2,541.1%64,0200.7%Consumer DiscretionarySOLVENTUM CORP COM SHS$11,404$473 â–²4.3%147,8170.7%CSQXO INC COM NEW$11,251$32 â–²0.3%651,1070.7%CSVMCVulcan Materials$11,064$401 â–²3.8%37,5030.7%MaterialsEVREvercore$11,002$101 â–²0.9%32,2220.7%FinanceSPABSPDR Portfolio Aggregate Bond ETF$10,565$821 â–²8.4%413,9990.6%ETFSYKStryker$10,474$844 â–²8.8%33,2670.6%HealthcareDHRDanaher$10,434$434 â–¼-4.0%54,7770.6%HealthcareSPGIS&P Global$9,207$116 â–¼-1.2%22,6070.6%FinanceWCNWaste Connections$9,047$402 â–²4.7%54,2770.6%IndustrialsRSGRepublic Services$8,894$363 â–¼-3.9%41,7400.5%IndustrialsDISWalt Disney$8,777$93 â–¼-1.0%91,1890.5%Communication ServicesFSMDFidelity Small-Mid Multifactor ETF$8,774$8,774 â–²New Holding166,0230.5%ETFAVSCAvantis U.S. Small Cap Equity ETF$8,616$8,616 â–²New Holding117,4840.5%ETFCOSTCostco Wholesale$8,589$217 â–¼-2.5%9,1810.5%Consumer StaplesABBVAbbVie$8,569$218 â–¼-2.5%34,0540.5%HealthcareIAGGiShares Core International Aggregate Bond ETF$7,791$512 â–²7.0%153,9640.5%ETFPGProcter & Gamble$7,730$1,142 â–¼-12.9%52,7160.5%Consumer StaplesVRSKVerisk Analytics$7,695$415 â–¼-5.1%42,8600.5%IndustrialsKTOSKratos Defense & Security Solutions$7,434$235 â–²3.3%149,0890.5%IndustrialsSPOTSpotify Technology$6,720$186 â–²2.9%14,6360.4%Communication ServicesWALMART INC COM$6,672$358 â–¼-5.1%58,9070.4%CSNOWServiceNow$6,648$288 â–²4.5%66,9620.4%TechnologyTJXTJX Companies$6,643$131 â–¼-1.9%43,8490.4%Consumer DiscretionaryPEPPepsiCo$6,096$126 â–¼-2.0%45,0240.4%Consumer StaplesGLWCorning$6,064$1,790 â–¼-22.8%23,7390.4%TechnologyCNSWFConstellation Software$5,964$1,667 â–²38.8%3,1590.4%TechnologyTMOThermo Fisher Scientific$5,775$1,085 â–¼-15.8%11,5190.4%HealthcareJMSTJPMorgan Ultra-Short Municipal ETF$5,685$719 â–¼-11.2%111,4630.3%ETFEMLPFirst Trust North American Energy Infrastructure Fund$5,599$1 â–¼0.0%128,7180.3%ETFSCHHSchwab U.S. REIT ETF$5,535$108 â–²2.0%233,7420.3%ETFXLUUtilities Select Sector SPDR Fund$5,459$397 â–¼-6.8%120,4020.3%ETFIWMiShares Russell 2000 ETF$5,333$141 â–¼-2.6%17,7500.3%ETFADSKAutodesk$5,239$164 â–¼-3.0%26,9470.3%TechnologyMITSUBISHI HEAVY INDUSTRIES LT$5,209$5,209 â–²New Holding461,8470.3%CSGSThe Goldman Sachs Group$5,148$46 â–¼-0.9%5,0900.3%FinanceTERTeradyne$5,004$5,004 â–²New Holding10,3420.3%TechnologyFPEFirst Trust Preferred Securities and Income ETF$4,654$447 â–²10.6%260,2980.3%ETFAMPLIFY ETF TR AMPLIFY CYBERSE$4,564$52 â–¼-1.1%43,4940.3%CSXLKTechnology Select Sector SPDR Fund$4,555$81 â–²1.8%23,9100.3%ETFMCDMcDonald's$4,469$81 â–¼-1.8%16,5320.3%Consumer DiscretionaryDGXQuest Diagnostics$4,413$64 â–¼-1.4%20,8230.3%HealthcareHSYHershey$4,278$123 â–²3.0%24,3850.3%Consumer StaplesCOMBGraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF$4,229$88 â–¼-2.0%175,6030.3%ETFIVViShares Core S&P 500 ETF$4,205$305 â–²7.8%5,6160.3%ETFLVMUYLVMH-Moet Hennessy Louis Vuitton$4,073$188 â–¼-4.4%36,7950.2%Consumer DiscretionaryXOMExxonMobil$3,940$192 â–¼-4.6%28,8150.2%EnergySPHYSPDR Portfolio High Yield Bond ETF$3,656$254 â–²7.5%155,9890.2%ETFBKLNInvesco Senior Loan ETF$3,462$172 â–²5.2%169,9460.2%ETFCMECME Group$3,333$227 â–¼-6.4%15,0930.2%FinanceCRH PLC ORD$3,254$309 â–¼-8.7%30,4080.2%CSAMTAmerican Tower$3,138$104 â–¼-3.2%19,1850.2%Real EstateEFAiShares MSCI EAFE ETF$3,061$91 â–¼-2.9%29,4670.2%ETFAPDAir Products and Chemicals$3,016$58 â–¼-1.9%10,2880.2%MaterialsCOFCapital One Financial$2,945$2 â–¼-0.1%14,6780.2%FinanceTE CONNECTIVITY PLC ORD SHS$2,891$122 â–¼-4.0%14,3400.2%CSVEAVanguard FTSE Developed Markets ETF$2,863$35 â–²1.2%40,1860.2%ETFJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$2,503$8,996 â–¼-78.2%20,1520.2%ETFShowing largest 100 holdings. 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