Appleton Partners Inc/Ma Portfolio Stock Holdings
According to the SEC 13F filed on October 30, 2026, Appleton Partners Inc/Ma disclosed 269 stock positions valued at approximately $1.63M as of quarter-end September 30, 2026. The largest holdings include APPLE INC COM, MICRON TECHNOLOGY INC COM, and GOLDMAN SACHS ETF TR ACTIVEBET.
- Report Period
- September 30, 2026
- No. of Stocks
- 269
- Portfolio Value
- $1.63M
Holdings by Sector
Appleton Partners Inc/Ma Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC COM | AAPL | Technology | 6.48% | 317,190 | -12,669 | -3.84% | $105,631 |
| MICRON TECHNOLOGY INC COM | MU | Technology | 4.95% | 75,666 | -4,492 | -5.60% | $80,593 |
| GOLDMAN SACHS ETF TR ACTIVEBET | GSLC | Other | 3.77% | 423,245 | +1,463 | +0.35% | $61,388 |
| MICROSOFT CORP COM | MSFT | Technology | 3.76% | 119,483 | +3,122 | +2.68% | $61,283 |
| SCHWAB STRATEGIC TR US LRG CAP | SCHX | Other | 3.45% | 1,875,651 | +12,544 | +0.67% | $56,270 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 2.80% | 134,055 | -2,043 | -1.50% | $45,678 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 2.69% | 175,977 | -1,035 | -0.58% | $43,845 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 2.46% | 121,333 | -3,130 | -2.51% | $40,141 |
| BROADCOM INC COM | AVGO | Technology | 2.38% | 110,337 | -2,609 | -2.31% | $38,749 |
| GE VERNOVA INC COM | GEV | Utilities | 2.10% | 36,044 | -2,378 | -6.19% | $34,260 |
| SELECT SECTOR SPDR TR ST STR E | XLE | Other | 2.07% | 549,410 | +3,112 | +0.57% | $33,789 |
| VISA INC COM CL A | V | Financial Services | 1.75% | 79,394 | -263 | -0.33% | $28,529 |
| MORGAN STANLEY COM NEW | MS | Financial Services | 1.61% | 139,796 | +547 | +0.39% | $26,293 |
| SCHWAB STRATEGIC TR INTL EQTY | SCHF | Other | 1.52% | 903,539 | +11,993 | +1.35% | $24,820 |
| ELI LILLY & CO COM | LLY | Healthcare | 1.45% | 20,474 | +757 | +3.84% | $23,690 |
| WELLTOWER INC COM | WELL | Real Estate | 1.37% | 97,240 | -976 | -0.99% | $22,389 |
| META PLATFORMS INC CL A | META | Communication Services | 1.35% | 30,271 | -3,781 | -11.10% | $21,952 |
| ISHARES INC CORE MSCI EMKT | IEMG | Other | 1.33% | 266,836 | +1,823 | +0.69% | $21,656 |
| J P MORGAN EXCHANGE TRADED FD | JPST | Other | 1.33% | 429,109 | -20,788 | -4.62% | $21,614 |
| NVIDIA CORPORATION COM | NVDA | Technology | 1.32% | 94,481 | +1,314 | +1.41% | $21,577 |
| GOLDMAN SACHS ETF TR ACTIVEBET | GSIE | Other | 1.31% | 467,089 | +5,262 | +1.14% | $21,411 |
| SPDR SERIES TRUST ST STR RATE | FLRN | Other | 1.28% | 673,574 | +167,043 | +32.98% | $20,773 |
| ISHARES TR ISHARES BIOTECH | IBB | Other | 1.03% | 79,752 | +4,393 | +5.83% | $16,790 |
| BERKSHIRE HATHAWAY INC | BRK-B | Financial Services | 0.99% | 32,394 | +12 | +0.04% | $16,131 |
| FIRST TR EXCHANGE-TRADED FD II | CIBR | Other | 0.98% | 154,243 | -154 | -0.10% | $15,901 |
| INTERCONTINENTAL EXCHANGE INC | ICE | Financial Services | 0.97% | 103,614 | +1,286 | +1.26% | $15,752 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 0.94% | 44,477 | -570 | -1.27% | $15,304 |
| SOLVENTUM CORP COM SHS | SOLV | Healthcare | 0.93% | 172,139 | +24,322 | +16.45% | $15,174 |
| UNITEDHEALTH GROUP INC COM | UNH | Healthcare | 0.92% | 40,974 | +310 | +0.76% | $15,041 |
| J P MORGAN EXCHANGE TRADED FD | JEPI | Other | 0.92% | 265,571 | -655 | -0.25% | $14,930 |
Showing 30 of 269 holdings in the latest reporting period.