Appleton Partners Inc/Ma Top Holdings and 13F Report (2026) About Appleton Partners Inc/MaInvestment ActivityAppleton Partners Inc/Ma has $1.43 million in total holdings as of March 31, 2026.Appleton Partners Inc/Ma owns shares of 262 different stocks, but just 63 companies or ETFs make up 80% of its holdings.Approximately 2.93% of the portfolio was purchased this quarter.About 4.73% of the portfolio was sold this quarter.This quarter, Appleton Partners Inc/Ma has purchased 263 new stocks and bought additional shares in 69 stocks.Appleton Partners Inc/Ma sold shares of 146 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $85,432Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $52,605Schwab US Large-Cap ETF $47,354Microsoft $44,196Alphabet $39,327 Largest New Holdings this Quarter G39387108 - GlobalFoundries $11,954 Holding78409V104 - S&P Global $9,737 Holding464287515 - iShares Expanded Tech-Software Sector ETF $508 Holding278768106 - EchoStar $344 Holding14448C104 - Carrier Global $317 Holding Largest Purchases this Quarter GlobalFoundries 268,748 shares (about $11.95K)S&P Global 22,892 shares (about $9.74K)SOLVENTUM CORP COM SHS 53,243 shares (about $3.48K)Netflix 20,601 shares (about $1.98K)SPDR Portfolio Intermediate Term Corporate Bond ETF 35,139 shares (about $1.18K) Largest Sales this Quarter Home Depot 28,550 shares (about $9.39K)Intuit 15,375 shares (about $6.65K)ROPER TECHNOLOGIES INC COM 17,199 shares (about $6.08K)Micron Technology 14,881 shares (about $5.03K)Lockheed Martin 4,269 shares (about $2.58K) 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$85,432$1,292 â–¼-1.5%336,6266.0%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$52,605$335 â–¼-0.6%420,4073.7%ETFSCHXSchwab US Large-Cap ETF$47,354$13 â–²0.0%1,846,8703.3%ETFMSFTMicrosoft$44,196$719 â–²1.7%119,3943.1%Computer and TechnologyGOOGAlphabet$39,327$339 â–¼-0.9%137,0932.7%Computer and TechnologyAMZNAmazon.com$37,386$83 â–¼-0.2%179,5102.6%Retail/WholesaleJPMJPMorgan Chase & Co.$37,238$154 â–¼-0.4%126,5902.6%FinanceAVGOBroadcom$36,746$282 â–¼-0.8%118,7222.6%Computer and TechnologyGE VERNOVA INC COM$36,587$1,175 â–¼-3.1%41,9142.6%CSMUMicron Technology$34,738$5,027 â–¼-12.6%102,8232.4%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$31,867$1,430 â–¼-4.3%520,1942.2%ETFMSMorgan Stanley$24,721$211 â–¼-0.8%150,2161.7%FinanceVVisa$24,263$1 â–²0.0%80,2771.7%Business ServicesJPSTJPMorgan Ultra-Short Income ETF$23,031$1,217 â–¼-5.0%455,0631.6%ETFSCHFSchwab International Equity ETF$21,436$134 â–²0.6%866,1021.5%ETFMETAMeta Platforms$19,425$265 â–²1.4%33,9521.4%Computer and TechnologyGSIEGoldman Sachs ActiveBeta International Equity ETF$19,245$188 â–²1.0%446,2101.3%ETFWELLWelltower$18,803$423 â–²2.3%95,1061.3%FinanceIEMGiShares Core MSCI Emerging Markets ETF$18,624$70 â–²0.4%267,0081.3%ETFNFLXNetflix$18,383$1,981 â–²12.1%191,1951.3%Consumer DiscretionaryLLYEli Lilly and Company$17,560$880 â–²5.3%19,0921.2%MedicalICEIntercontinental Exchange$15,666$180 â–¼-1.1%99,6071.1%FinanceBRK.BBerkshire Hathaway$15,405$551 â–¼-3.5%32,1471.1%FinanceCWCurtiss-Wright$15,152$277 â–¼-1.8%22,2461.1%AerospaceNVDANVIDIA$15,017$280 â–¼-1.8%86,1091.0%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$14,668$279 â–¼-1.9%258,7911.0%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$13,796$886 â–¼-6.0%448,2061.0%ETFGOOGLAlphabet$13,389$866 â–¼-6.1%46,5610.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$13,052$282 â–¼-2.1%20,0700.9%FinanceSCHASchwab US Small-Cap ETF$12,770$26 â–²0.2%439,1340.9%ETFQXO INC COM NEW$12,609$687 â–²5.8%649,2650.9%CSIBBiShares Biotechnology ETF$12,497$19 â–²0.1%74,0100.9%FinanceHDHome Depot$11,978$9,390 â–¼-43.9%36,4200.8%Retail/WholesaleGFSGlobalFoundries$11,954$11,954 â–²New Holding268,7480.8%Computer and TechnologyBXBlackstone$11,730$374 â–²3.3%102,0070.8%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$11,431$1,179 â–²11.5%340,8150.8%ETFJNJJohnson & Johnson$11,387$148 â–¼-1.3%46,5820.8%MedicalUNHUnitedHealth Group$11,259$337 â–¼-2.9%41,6100.8%MedicalSHWSherwin-Williams$11,056$2 â–²0.0%34,4910.8%Basic MaterialsDHRDanaher$10,818$221 â–²2.1%57,0580.8%MedicalCDNSCadence Design Systems$10,817$156 â–²1.5%38,9280.8%Computer and TechnologyJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$10,603$96 â–²0.9%92,5790.7%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$10,248$63 â–²0.6%163,4950.7%ManufacturingBKNGBooking$10,206$240 â–²2.4%2,4240.7%Retail/WholesaleKTOSKratos Defense & Security Solutions$10,181$275 â–¼-2.6%144,3850.7%AerospaceSYKStryker$10,051$26 â–²0.3%30,5870.7%MedicalJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$10,000$37 â–²0.4%190,7240.7%ETFVMCVulcan Materials$9,842$35 â–¼-0.4%36,1450.7%ConstructionSPABSPDR Portfolio Aggregate Bond ETF$9,783$1,132 â–²13.1%381,8460.7%ETFSPGIS&P Global$9,737$9,737 â–²New Holding22,8920.7%FinanceEVREvercore$9,530$364 â–²4.0%31,9250.7%FinanceRSGRepublic Services$9,515$39 â–²0.4%43,4450.7%Business ServicesCOSTCostco Wholesale$9,380$814 â–¼-8.0%9,4130.7%Retail/WholesaleSOLVENTUM CORP COM SHS$9,252$3,477 â–²60.2%141,6890.6%CSMNSTMonster Beverage$8,896$77 â–²0.9%122,7650.6%Consumer StaplesDISWalt Disney$8,882$1 â–¼0.0%92,1560.6%Consumer DiscretionaryPGProcter & Gamble$8,739$103 â–¼-1.2%60,5060.6%Consumer StaplesVRSKVerisk Analytics$8,572$389 â–¼-4.3%45,1730.6%Business ServicesWCNWaste Connections$8,425$3 â–¼0.0%51,8630.6%Business ServicesWALMART INC COM$7,714$272 â–¼-3.4%62,0720.5%CSABBVAbbVie$7,595$162 â–²2.2%34,9200.5%MedicalIAGGiShares Core International Aggregate Bond ETF$7,198$407 â–²6.0%143,8490.5%ETFTJXTJX Companies$7,141$176 â–¼-2.4%44,7160.5%Retail/WholesalePEPPepsiCo$7,137$194 â–¼-2.6%45,9580.5%Consumer StaplesSPOTSpotify Technology$6,900$60 â–¼-0.9%14,2300.5%Computer and TechnologyTMOThermo Fisher Scientific$6,725$597 â–¼-8.2%13,6830.5%MedicalNOWServiceNow$6,697$1,063 â–²18.9%64,0570.5%Computer and TechnologyADSKAutodesk$6,653$80 â–²1.2%27,7920.5%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$6,401$306 â–²5.0%125,5680.4%ETFXLUUtilities Select Sector SPDR Fund$5,927$16 â–¼-0.3%129,1540.4%ETFPANWPalo Alto Networks$5,669$122 â–¼-2.1%35,3600.4%Computer and TechnologyEMLPFirst Trust North American Energy Infrastructure Fund$5,621$5 â–²0.1%128,7490.4%ETFMCDMcDonald's$5,231$261 â–¼-4.8%16,8300.4%Retail/WholesaleXOMExxonMobil$5,127$225 â–¼-4.2%30,2180.4%EnergySCHHSchwab U.S. REIT ETF$4,925$120 â–²2.5%229,1970.3%ETFHSYHershey$4,924$402 â–²8.9%23,6840.3%Consumer StaplesCMECME Group$4,762$83 â–¼-1.7%16,1220.3%FinanceCOMBGraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF$4,708$83 â–²1.8%179,2490.3%FinanceIWMiShares Russell 2000 ETF$4,518$20 â–¼-0.4%18,2200.3%FinanceGSThe Goldman Sachs Group$4,344$71 â–¼-1.6%5,1350.3%FinanceGLWCorning$4,180$277 â–¼-6.2%30,7450.3%Computer and TechnologyFPEFirst Trust Preferred Securities and Income ETF$4,176$556 â–²15.4%235,2700.3%ETFDGXQuest Diagnostics$4,140$28 â–²0.7%21,1250.3%MedicalLVMUYLVMH-Moet Hennessy Louis Vuitton$4,108$88 â–²2.2%38,4960.3%Consumer DiscretionaryCNSWFConstellation Software$4,004$368 â–¼-8.4%2,2760.3%Computer and TechnologyINTUIntuit$3,545$6,648 â–¼-65.2%8,1990.2%Computer and TechnologyCRH PLC ORD$3,500$17 â–¼-0.5%33,2930.2%CSHONHoneywell International$3,494$31 â–²0.9%15,4590.2%Multi-Sector ConglomeratesAMTAmerican Tower$3,421$170 â–¼-4.7%19,8210.2%FinanceIVViShares Core S&P 500 ETF$3,402$12 â–¼-0.3%5,2080.2%ETFSPHYSPDR Portfolio High Yield Bond ETF$3,385$130 â–²4.0%145,1400.2%ETFAMPLIFY ETF TR AMPLIFY CYBERSE$3,304$123 â–¼-3.6%43,9940.2%CSBKLNInvesco Senior Loan ETF$3,296$108 â–²3.4%161,4950.2%ETFTE CONNECTIVITY PLC ORD SHS$3,124$39 â–¼-1.2%14,9450.2%CSXLKTechnology Select Sector SPDR Fund$3,121$214 â–¼-6.4%23,4830.2%ETFAPDAir Products and Chemicals$3,046$465 â–²18.0%10,4860.2%Basic MaterialsROLRollins$3,036$50 â–²1.7%56,8430.2%ConstructionEFAiShares MSCI EAFE ETF$2,947$16 â–¼-0.5%30,3390.2%FinanceMDTMedtronic$2,772$19 â–¼-0.7%31,9860.2%MedicalCOFCapital One Financial$2,679$121 â–¼-4.3%14,6870.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
