APPLETON PARTNERS INC/MA

CIK 0001055290 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source

APPLETON PARTNERS INC/MA reported 275 positions worth $1.6M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: AAPL (5.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.6M
2026 Q2
Positions
275
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
34.6%
Est. Net Flow (Q)
2026 Q2
10 / 275 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INC COMSH$95.4K5.85%329,859
2MUMICRON TECHNOLOGY INC COMSH$92.5K5.67%80,158
3GSLCGOLDMAN SACHS ETF TR ACTIVEBETSH$59.8K3.67%421,782
4SCHXSCHWAB STRATEGIC TR US LRG CAPSH$54.8K3.36%1,863,107
5GOOGALPHABET INC CAP STK CL CSH$48.1K2.95%136,098
6GEVGE VERNOVA INC COMSH$45.1K2.77%38,422
7MSFTMICROSOFT CORP COMSH$43.4K2.66%116,361
8AVGOBROADCOM INC COMSH$42.7K2.61%112,946
9AMZNAMAZON COM INC COMSH$42.2K2.59%177,012
10JPMJPMORGAN CHASE & CO COMSH$40.7K2.50%124,463

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does APPLETON PARTNERS INC/MA hold as of Q2 2026?

APPLETON PARTNERS INC/MA reported 275 positions worth $1.6M in its Q2 2026 13F filing. Largest positions: AAPL (5.8%), MU (5.7%), GSLC (3.7%), SCHX (3.4%) and GOOG (2.9%).

What did APPLETON PARTNERS INC/MA buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did APPLETON PARTNERS INC/MA sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.