Q2 2026 13F · SEC CIK 1055290

Appleton Partners Inc/ma

Investment managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.6B
Reported positions: 275
Top holdings a year, 3 yrs: +21.2%
Average holding period: 8.5 yrs

Appleton Partners Inc/ma is an investment manager that reported 275 positions worth $1.6B in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Apple Inc (AAPL, 5.8%), Micron Technology Inc (MU, 5.7%), Goldman Sachs ETF Tr (GSLC, 3.7%). A portfolio copying its top holdings returned 21.2% a year over the last 3 years, against 22.3% for the S&P 500.

Appleton Partners Inc/ma holdings largest 50 of 275 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Appleton Partners Inc/ma 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	5.8%	6.0%	329,859	-2.0%	$95.4M
MUMicron Technology Inc	5.7%	2.4%	80,158	-22.0%	$92.5M
GSLCGoldman Sachs ETF Tr	3.7%	3.7%	421,782	+0.3%	$59.8M
SCHXSchwab Strategic Tr	3.4%	3.3%	1,863,107	+0.9%	$54.8M
GOOGAlphabet Inc	2.9%	2.7%	136,098	-0.7%	$48.1M
GEVGe Vernova Inc	2.8%	2.6%	38,422	-8.3%	$45.1M
MSFTMicrosoft Corp	2.7%	3.1%	116,361	-2.5%	$43.4M
AVGOBroadcom Inc	2.6%	2.6%	112,946	-4.9%	$42.7M
AMZNAmazon Com Inc	2.6%	2.6%	177,012	-1.4%	$42.2M
JPMJpmorgan Chase & Co	2.5%	2.6%	124,463	-1.7%	$40.7M
MSMorgan Stanley	1.8%	1.7%	139,249	-7.3%	$29.1M
XLESelect Sector Spdr Tr	1.8%	2.2%	546,298	+5.0%	$29.0M
VVisa Inc	1.7%	1.7%	79,657	-0.8%	$27.3M
SCHFSchwab Strategic Tr	1.5%	1.5%	891,546	+2.9%	$24.7M
LLYEli Lilly & Co	1.4%	1.2%	19,717	+3.3%	$23.6M
JPSTJ P Morgan Exchange Traded F	1.4%	1.6%	449,897	-1.1%	$22.8M
GFSGlobalfoundries Inc	1.4%	0.8%	272,241	+1.3%	$22.4M
WELLWelltower Inc	1.4%	1.3%	98,216	+3.3%	$22.3M
IEMGIshares Inc	1.3%	1.3%	265,013	-0.7%	$22.0M
GSIEGoldman Sachs ETF Tr	1.3%	1.3%	461,827	+3.5%	$21.1M
METAMeta Platforms Inc	1.2%	1.4%	34,052	+0.3%	$19.2M
NVDANvidia Corporation	1.1%	1.0%	93,167	+8.2%	$18.6M
UNHUnitedhealth Group Inc	1.0%	0.8%	40,664	-2.3%	$16.9M
CWCurtiss Wright Corp	1.0%	1.1%	22,183	-0.3%	$16.8M
BRK-BBerkshire Hathaway Inc Del	1.0%	1.1%	32,382	+0.7%	$16.2M
GOOGLAlphabet Inc	1.0%	0.9%	45,047	-3.3%	$16.1M
FLRNSpdr Series Trust	1.0%	1.0%	506,531	+13.0%	$15.6M
SCHASchwab Strategic Tr	0.9%	0.9%	418,124	-4.8%	$15.1M
JEPIJ P Morgan Exchange Traded F	0.9%	1.0%	266,226	+2.9%	$15.0M
CDNSCadence Design System Inc	0.9%	0.8%	39,379	+1.2%	$14.8M
SPYState Str Spdr S&p 500 ETF T	0.9%	0.9%	19,653	-2.1%	$14.7M
IBBIshares Tr	0.9%	0.9%	75,359	+1.8%	$14.3M
CIBRFirst Tr Exchange-Traded Fd	0.8%	0.7%	154,397	-5.6%	$13.9M
NFLXNetflix Inc.	0.8%	1.3%	192,935	+0.9%	$13.8M
ICEIntercontinental Exchange Inc	0.8%	1.1%	102,328	+2.7%	$12.6M
SPIBSpdr Series Trust	0.8%	0.8%	365,813	+7.3%	$12.2M
BXBlackstone Inc	0.7%	0.8%	103,558	+1.5%	$12.2M
MNSTMonster Beverage Corp New	0.7%	—	126,064	—	$12.1M
SHWSherwin Williams Co	0.7%	0.8%	35,179	+2.0%	$12.1M
HDHome Depot Inc	0.7%	0.8%	33,556	-7.9%	$11.8M
JNJJohnson & Johnson	0.7%	0.8%	45,874	-1.5%	$11.7M
PANWPalo Alto Networks Inc	0.7%	—	33,733	—	$11.5M
BKNGBooking Holdings Inc	0.7%	0.7%	64,020	+2541.1%	$11.4M
SOLVSolventum Corporation Common S	0.7%	—	147,817	—	$11.4M
QXOQxo Inc	0.7%	0.9%	651,107	+0.3%	$11.3M
VMCVulcan Matls Co	0.7%	0.7%	37,503	+3.8%	$11.1M
EVREvercore Inc	0.7%	—	32,222	—	$11.0M
SPABSpdr Series Trust	0.6%	0.7%	413,999	+8.4%	$10.6M
SYKStryker Corporation	0.6%	0.7%	33,267	+8.8%	$10.5M
DHRDanaher Corp Del	0.6%	0.8%	54,777	-4.0%	$10.4M

What Appleton Partners Inc/ma bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.9% /yr; S&P 500 +11.7%
3 years: +21.2% /yr; S&P 500 +22.3%
5 years: +9.1% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.6B	275
Q1 2026	$1.4B	262
Q4 2025	$1.5B	263
Q3 2025	$1.5B	256
Q2 2025	$1.4B	251
Q1 2025	$1.3B	243
Q4 2024	$1.4B	253
Q3 2024	$1.4B	255
Q2 2024	$1.3B	259
Q1 2024	$1.3B	273
Q4 2023	$1.2B	285
Q3 2023	$1.1B	289

Questions about Appleton Partners Inc/ma's portfolio

What stocks does Appleton Partners Inc/ma own?

Appleton Partners Inc/ma's latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 275 positions worth $1.6B. The largest are Apple Inc (AAPL) at 5.8%, Micron Technology Inc (MU) at 5.7%, Goldman Sachs ETF Tr (GSLC) at 3.7%, Schwab Strategic Tr (SCHX) at 3.4% and Alphabet Inc (GOOG) at 2.9%.

What did Appleton Partners Inc/ma buy last quarter?

In Q2 2026, Appleton Partners Inc/ma added Booking Holdings Inc (BKNG) (+2541.1% shares), Spdr Series Trust (FLRN) (+13.0% shares) and Stryker Corporation (SYK) (+8.8% shares), compared with its Q1 2026 filing.

What did Appleton Partners Inc/ma sell last quarter?

In Q2 2026, Appleton Partners Inc/ma cut from its top 50 J P Morgan Exchange Traded F (JPME), cut from its top 50 Kratos Defense & Security Solutions Inc (KTOS), cut from its top 50 J P Morgan Exchange Traded F (JPSE), cut from its top 50 S&p Global Inc (SPGI), Micron Technology Inc (MU) (-22.0% shares), Ge Vernova Inc (GEV) (-8.3% shares) and Home Depot Inc (HD) (-7.9% shares), compared with its Q1 2026 filing.

How has Appleton Partners Inc/ma's portfolio performed?

A portfolio copying Appleton Partners Inc/ma's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.2% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +16.9% against +11.7%. Over 5 years: +9.1% a year against +10.6%.

When is Appleton Partners Inc/ma's next 13F filing due?

13F filings are due 45 days after each quarter ends. Appleton Partners Inc/ma's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.