Appleton Partners Inc/Ma Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Appleton Partners Inc/Ma disclosed 275 stock positions valued at approximately $1.63B as of quarter-end June 30, 2026. The largest holdings include APPLE INC COM, MICRON TECHNOLOGY INC COM, and GOLDMAN SACHS ETF TR ACTIVEBET.
- Report Period
- June 30, 2026
- No. of Stocks
- 275
- Portfolio Value
- $1.63B
Holdings by Sector
Appleton Partners Inc/Ma Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC COM | AAPL | Technology | 5.85% | 329,859 | -6,767 | -2.01% | $95,448,000 |
| MICRON TECHNOLOGY INC COM | MU | Technology | 5.67% | 80,158 | -22,665 | -22.04% | $92,526,000 |
| GOLDMAN SACHS ETF TR ACTIVEBET | GSLC | Other | 3.67% | 421,782 | +1,375 | +0.33% | $59,847,000 |
| SCHWAB STRATEGIC TR US LRG CAP | SCHX | Other | 3.36% | 1,863,107 | +16,237 | +0.88% | $54,831,000 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 2.95% | 136,098 | -995 | -0.73% | $48,088,000 |
| GE VERNOVA INC COM | GEV | Utilities | 2.77% | 38,422 | -3,492 | -8.33% | $45,141,000 |
| MICROSOFT CORP COM | MSFT | Technology | 2.66% | 116,361 | -3,033 | -2.54% | $43,405,000 |
| BROADCOM INC COM | AVGO | Technology | 2.61% | 112,946 | -5,776 | -4.87% | $42,665,000 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 2.59% | 177,012 | -2,498 | -1.39% | $42,189,000 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 2.50% | 124,463 | -2,127 | -1.68% | $40,740,000 |
| MORGAN STANLEY COM NEW | MS | Financial Services | 1.78% | 139,249 | -10,967 | -7.30% | $29,109,000 |
| SELECT SECTOR SPDR TR ST STR E | XLE | Other | 1.78% | 546,298 | +26,104 | +5.02% | $29,014,000 |
| VISA INC COM CL A | V | Financial Services | 1.67% | 79,657 | -620 | -0.77% | $27,330,000 |
| SCHWAB STRATEGIC TR INTL EQTY | SCHF | Other | 1.51% | 891,546 | +25,444 | +2.94% | $24,696,000 |
| ELI LILLY & CO COM | LLY | Healthcare | 1.45% | 19,717 | +625 | +3.27% | $23,649,000 |
| J P MORGAN EXCHANGE TRADED FD | JPST | Other | 1.39% | 449,897 | -5,166 | -1.14% | $22,751,000 |
| GLOBALFOUNDRIES INC ORDINARY S | GFS | Other | 1.37% | 272,241 | +3,493 | +1.30% | $22,435,000 |
| WELLTOWER INC COM | WELL | Real Estate | 1.37% | 98,216 | +3,110 | +3.27% | $22,292,000 |
| ISHARES INC CORE MSCI EMKT | IEMG | Other | 1.35% | 265,013 | -1,995 | -0.75% | $21,954,000 |
| GOLDMAN SACHS ETF TR ACTIVEBET | GSIE | Other | 1.29% | 461,827 | +15,617 | +3.50% | $21,106,000 |
| META PLATFORMS INC CL A | META | Communication Services | 1.18% | 34,052 | +100 | +0.29% | $19,181,000 |
| NVIDIA CORPORATION COM | NVDA | Technology | 1.14% | 93,167 | +7,058 | +8.20% | $18,642,000 |
| UNITEDHEALTH GROUP INC COM | UNH | Healthcare | 1.04% | 40,664 | -946 | -2.27% | $16,901,000 |
| CURTISS WRIGHT CORP COM | CW | Industrials | 1.03% | 22,183 | -63 | -0.28% | $16,809,000 |
| BERKSHIRE HATHAWAY INC | BRK-B | Financial Services | 0.99% | 32,382 | +235 | +0.73% | $16,204,000 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 0.99% | 45,047 | -1,514 | -3.25% | $16,099,000 |
| SPDR SERIES TRUST ST STR RATE | FLRN | Other | 0.96% | 506,531 | +58,325 | +13.01% | $15,626,000 |
| SCHWAB STRATEGIC TR US SML CAP | SCHA | Other | 0.93% | 418,124 | -21,010 | -4.78% | $15,107,000 |
| J P MORGAN EXCHANGE TRADED FD | JEPI | Other | 0.92% | 266,226 | +7,435 | +2.87% | $15,036,000 |
| CADENCE DESIGN SYSTEMS INC | CDNS | Technology | 0.91% | 39,379 | +451 | +1.16% | $14,780,000 |
Showing 30 of 275 holdings in the latest reporting period.