Appleton Partners Inc/Ma Portfolio Stock Holdings
Appleton Partners Inc/Ma disclosed 262 stock positions valued at approximately $1.4 million in its latest SEC 13F filing. The largest holdings include APPLE INC COM, GOLDMAN SACHS ETF TR ACTIVEBET, and SCHWAB STRATEGIC TR US LRG CAP. The filing reflects positions held as of March 31, 2026 and was filed on April 28, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 262
- Portfolio Value
- $1.4M
Holdings by Sector
Appleton Partners Inc/Ma Portfolio Holdings in Q1 2026
258 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC COM | AAPL | Technology | 5.96% | 336,626 | -5,089 | -1.49% | $85,432 |
| GOLDMAN SACHS ETF TR ACTIVEBET | GSLC | Other | 3.67% | 420,407 | -2,680 | -0.63% | $52,605 |
| SCHWAB STRATEGIC TR US LRG CAP | SCHX | Other | 3.30% | 1,846,870 | +494 | +0.03% | $47,354 |
| MICROSOFT CORP COM | MSFT | Technology | 3.08% | 119,394 | +1,943 | +1.65% | $44,196 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 2.74% | 137,093 | -1,181 | -0.85% | $39,327 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 2.61% | 179,510 | -398 | -0.22% | $37,386 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 2.60% | 126,590 | -522 | -0.41% | $37,238 |
| BROADCOM INC COM | AVGO | Technology | 2.56% | 118,722 | -910 | -0.76% | $36,746 |
| GE VERNOVA INC COM | GEV | Utilities | 2.55% | 41,914 | -1,346 | -3.11% | $36,587 |
| MICRON TECHNOLOGY INC COM | MU | Technology | 2.42% | 102,823 | -14,881 | -12.64% | $34,738 |
| SELECT SECTOR SPDR TR STATE ST | XLE | Other | 2.22% | 520,194 | -23,341 | -4.29% | $31,867 |
| MORGAN STANLEY COM NEW | MS | Financial Services | 1.72% | 150,216 | -1,280 | -0.84% | $24,721 |
| VISA INC COM CL A | V | Financial Services | 1.69% | 80,277 | +2 | +0.00% | $24,263 |
| J P MORGAN EXCHANGE TRADED FD | JPST | Other | 1.61% | 455,063 | -24,054 | -5.02% | $23,031 |
| SCHWAB STRATEGIC TR INTL EQTY | SCHF | Other | 1.50% | 866,102 | +5,416 | +0.63% | $21,436 |
| META PLATFORMS INC CL A | META | Communication Services | 1.35% | 33,952 | +463 | +1.38% | $19,425 |
| GOLDMAN SACHS ETF TR ACTIVEBET | GSIE | Other | 1.34% | 446,210 | +4,362 | +0.99% | $19,245 |
| WELLTOWER INC COM | WELL | Real Estate | 1.31% | 95,106 | +2,140 | +2.30% | $18,803 |
| ISHARES INC CORE MSCI EMKT | IEMG | Other | 1.30% | 267,008 | +999 | +0.38% | $18,624 |
| NETFLIX INC. COM | NFLX | Communication Services | 1.28% | 191,195 | +20,601 | +12.08% | $18,383 |
| ELI LILLY & CO COM | LLY | Healthcare | 1.22% | 19,092 | +957 | +5.28% | $17,560 |
| INTERCONTINENTAL EXCHANGE INC | ICE | Financial Services | 1.09% | 99,607 | -1,142 | -1.13% | $15,666 |
| BERKSHIRE HATHAWAY INC | BRK-B | Financial Services | 1.07% | 32,147 | -1,150 | -3.45% | $15,405 |
| CURTISS WRIGHT CORP COM | CW | Industrials | 1.06% | 22,246 | -406 | -1.79% | $15,152 |
| NVIDIA CORPORATION COM | NVDA | Technology | 1.05% | 86,109 | -1,605 | -1.83% | $15,017 |
| J P MORGAN EXCHANGE TRADED FD | JEPI | Other | 1.02% | 258,791 | -4,925 | -1.87% | $14,668 |
| SPDR SERIES TRUST STATE STREET | FLRN | Other | 0.96% | 448,206 | -28,777 | -6.03% | $13,796 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 0.93% | 46,561 | -3,013 | -6.08% | $13,389 |
| SPDR S&P 500 ETF TR TR UNIT | SPY | Other | 0.91% | 20,070 | -433 | -2.11% | $13,052 |
| SCHWAB STRATEGIC TR US SML CAP | SCHA | Other | 0.89% | 439,134 | +887 | +0.20% | $12,770 |
| QXO INC COM NEW | QXO | Technology | 0.88% | 649,265 | +35,354 | +5.76% | $12,609 |
| ISHARES TR ISHARES BIOTECH | IBB | Other | 0.87% | 74,010 | +110 | +0.15% | $12,497 |
| HOME DEPOT INC COM | HD | Consumer Cyclical | 0.84% | 36,420 | -28,550 | -43.94% | $11,978 |
| BLACKSTONE INC COM | BX | Financial Services | 0.82% | 102,007 | +3,249 | +3.29% | $11,730 |
| SPDR SERIES TRUST STATE STREET | SPIB | Other | 0.80% | 340,815 | +35,139 | +11.50% | $11,431 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 0.79% | 46,582 | -606 | -1.28% | $11,387 |
| UNITEDHEALTH GROUP INC COM | UNH | Healthcare | 0.79% | 41,610 | -1,247 | -2.91% | $11,259 |
| SHERWIN WILLIAMS CO COM | SHW | Basic Materials | 0.77% | 34,491 | +7 | +0.02% | $11,056 |
| DANAHER CORP DEL COM | DHR | Healthcare | 0.75% | 57,058 | +1,163 | +2.08% | $10,818 |
| CADENCE DESIGN SYSTEMS INC | CDNS | Technology | 0.75% | 38,928 | +563 | +1.47% | $10,817 |
| J P MORGAN EXCHANGE TRADED FD | JPME | Other | 0.74% | 92,579 | +837 | +0.91% | $10,603 |
| FIRST TR EXCHANGE-TRADED FD II | CIBR | Other | 0.71% | 163,495 | +1,006 | +0.62% | $10,248 |
| BOOKING HOLDINGS INC COM | BKNG | Consumer Cyclical | 0.71% | 2,424 | +57 | +2.41% | $10,206 |
| KRATOS DEFENSE & SECURITY SOLU | KTOS | Industrials | 0.71% | 144,385 | -3,902 | -2.63% | $10,181 |
| STRYKER CORPORATION COM | SYK | Healthcare | 0.70% | 30,587 | +80 | +0.26% | $10,051 |
| J P MORGAN EXCHANGE TRADED FD | JPSE | Other | 0.70% | 190,724 | +712 | +0.37% | $10,000 |
| VULCAN MATLS CO COM | VMC | Basic Materials | 0.69% | 36,145 | -128 | -0.35% | $9,842 |
| SPDR SERIES TRUST STATE STREET | SPAB | Other | 0.68% | 381,846 | +44,199 | +13.09% | $9,783 |
| S&P GLOBAL INC COM | SPGI | Financial Services | 0.68% | 22,892 | +22,892 | +100.00% | $9,737 |
| EVERCORE INC CLASS A | EVR | Financial Services | 0.66% | 31,925 | +1,221 | +3.98% | $9,530 |
| REPUBLIC SVCS INC COM | RSG | Industrials | 0.66% | 43,445 | +176 | +0.41% | $9,515 |
| COSTCO WHSL CORP NEW COM | COST | Consumer Defensive | 0.65% | 9,413 | -817 | -7.99% | $9,380 |
| SOLVENTUM CORP COM SHS | SOLV | Healthcare | 0.65% | 141,689 | +53,243 | +60.20% | $9,252 |
| MONSTER BEVERAGE CORP NEW COM | MNST | Consumer Defensive | 0.62% | 122,765 | +1,062 | +0.87% | $8,896 |
| DISNEY WALT CO COM | DIS | Communication Services | 0.62% | 92,156 | -8 | -0.01% | $8,882 |
| PROCTER AND GAMBLE CO COM | PG | Consumer Defensive | 0.61% | 60,506 | -716 | -1.17% | $8,739 |
| VERISK ANALYTICS INC COM | VRSK | Industrials | 0.60% | 45,173 | -2,049 | -4.34% | $8,572 |
| WASTE CONNECTIONS INC COM | WCN | Industrials | 0.59% | 51,863 | -17 | -0.03% | $8,425 |
| WALMART INC COM | WMT | Consumer Defensive | 0.54% | 62,072 | -2,185 | -3.40% | $7,714 |
| ABBVIE INC COM | ABBV | Healthcare | 0.53% | 34,920 | +743 | +2.17% | $7,595 |
| ISHARES TR CORE INTL AGGR | IAGG | Other | 0.50% | 143,849 | +8,126 | +5.99% | $7,198 |
| TJX COS INC NEW COM | TJX | Consumer Cyclical | 0.50% | 44,716 | -1,099 | -2.40% | $7,141 |
| PEPSICO INC COM | PEP | Consumer Defensive | 0.50% | 45,958 | -1,249 | -2.65% | $7,137 |
| SPOTIFY TECHNOLOGY SA | SPOT | Other | 0.48% | 14,230 | -123 | -0.86% | $6,900 |
| THERMO FISHER SCIENTIFIC INC C | TMO | Healthcare | 0.47% | 13,683 | -1,215 | -8.16% | $6,725 |
| SERVICENOW INC COM | NOW | Technology | 0.47% | 64,057 | +10,168 | +18.87% | $6,697 |
| AUTODESK INC COM | ADSK | Technology | 0.46% | 27,792 | +335 | +1.22% | $6,653 |
| J P MORGAN EXCHANGE TRADED FD | JMST | Other | 0.45% | 125,568 | +5,996 | +5.01% | $6,401 |
| SELECT SECTOR SPDR TR STATE ST | XLU | Other | 0.41% | 129,154 | -354 | -0.27% | $5,927 |
| PALO ALTO NETWORKS INC COM | PANW | Technology | 0.40% | 35,360 | -758 | -2.10% | $5,669 |
| FIRST TR EXCHANGE-TRADED FD IV | EMLP | Other | 0.39% | 128,749 | +124 | +0.10% | $5,621 |
| MCDONALDS CORP COM | MCD | Consumer Cyclical | 0.36% | 16,830 | -840 | -4.75% | $5,231 |
| EXXON MOBIL CORP COM | XOM | Energy | 0.36% | 30,218 | -1,326 | -4.20% | $5,127 |
| SCHWAB STRATEGIC TR US REIT ET | SCHH | Other | 0.34% | 229,197 | +5,572 | +2.49% | $4,925 |
| HERSHEY CO COM | HSY | Consumer Defensive | 0.34% | 23,684 | +1,934 | +8.89% | $4,924 |
| CME GROUP INC COM | CME | Financial Services | 0.33% | 16,122 | -280 | -1.71% | $4,762 |
| GRANITESHARES ETF TR BBG COMMD | COMB | Other | 0.33% | 179,249 | +3,169 | +1.80% | $4,708 |
| ISHARES TR RUSSELL 2000 ETF | IWM | Other | 0.32% | 18,220 | -80 | -0.44% | $4,518 |
| GOLDMAN SACHS GROUP INC COM | GS | Financial Services | 0.30% | 5,135 | -84 | -1.61% | $4,344 |
| CORNING INC COM | GLW | Technology | 0.29% | 30,745 | -2,035 | -6.21% | $4,180 |
| FIRST TR EXCH TRADED FD III PF | FPE | Other | 0.29% | 235,270 | +31,345 | +15.37% | $4,176 |
| QUEST DIAGNOSTICS INC COM | DGX | Healthcare | 0.29% | 21,125 | +143 | +0.68% | $4,140 |
| LVMH MOET HENNESSY LOUIS ADR | LVMUY | Consumer Cyclical | 0.29% | 38,496 | +823 | +2.18% | $4,108 |
| CONSTELLATION SOFTWARE INC COM | CNSWF | Technology | 0.28% | 2,276 | -209 | -8.41% | $4,004 |
| INTUIT COM | INTU | Technology | 0.25% | 8,199 | -15,375 | -65.22% | $3,545 |
| CRH PLC ORD | CRH | Other | 0.24% | 33,293 | -160 | -0.48% | $3,500 |
| HONEYWELL INTL INC COM | HON | Industrials | 0.24% | 15,459 | +138 | +0.90% | $3,494 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.24% | 19,821 | -983 | -4.73% | $3,421 |
| ISHARES TR CORE S&P500 ETF | IVV | Other | 0.24% | 5,208 | -18 | -0.34% | $3,402 |
| SPDR SERIES TRUST STATE STREET | SPHY | Other | 0.24% | 145,140 | +5,585 | +4.00% | $3,385 |
| AMPLIFY ETF TR AMPLIFY CYBERSE | HACK | Other | 0.23% | 43,994 | -1,641 | -3.60% | $3,304 |
| INVESCO EXCHANGE-TRADED FD TR | BKLN | Other | 0.23% | 161,495 | +5,290 | +3.39% | $3,296 |
| TE CONNECTIVITY PLC ORD SHS | TEL | Other | 0.22% | 14,945 | -187 | -1.24% | $3,124 |
| SELECT SECTOR SPDR TR STATE ST | XLK | Other | 0.22% | 23,483 | -1,612 | -6.42% | $3,121 |
| AIR PRODS & CHEMS INC COM | APD | Basic Materials | 0.21% | 10,486 | +1,600 | +18.01% | $3,046 |
| ROLLINS INC COM | ROL | Consumer Cyclical | 0.21% | 56,843 | +937 | +1.68% | $3,036 |
| ISHARES TR MSCI EAFE ETF | EFA | Other | 0.21% | 30,339 | -162 | -0.53% | $2,947 |
| MEDTRONIC PLC SHS | MDT | Other | 0.19% | 31,986 | -214 | -0.66% | $2,772 |
| CAPITAL ONE FINL CORP COM | COF | Financial Services | 0.19% | 14,687 | -663 | -4.32% | $2,679 |
| CINTAS CORP COM | CTAS | Industrials | 0.18% | 15,559 | +514 | +3.42% | $2,632 |