Institutional Manager · CIK 0001055290
APPLETON PARTNERS INC/MA
BOSTON, MA · File #028-06694
Latest AUM
$1.5M
Positions
263
Top-10 Concentration
43.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025263 pos · $1.5M
- 13F HOLDINGS REPORTQ/E Sep 2025256 pos · $1.5M
- 13F HOLDINGS REPORTQ/E Jun 2025251 pos · $1.4M
- 13F HOLDINGS REPORTQ/E Mar 2025243 pos · $1.3M
- 13F HOLDINGS REPORTQ/E Dec 2024253 pos · $1.4M
- 13F HOLDINGS REPORTQ/E Sep 2024255 pos · $1.4M
- 13F HOLDINGS REPORTQ/E Jun 2024259 pos · $1.3M
- 13F HOLDINGS REPORTQ/E Mar 2024273 pos · $1.3M
- 13F HOLDINGS REPORTQ/E Dec 2023289 pos · $1.1M
- 13F HOLDINGS REPORTQ/E Sep 2023287 pos · $1.2M
- 13F HOLDINGS REPORTQ/E Jun 2023295 pos · $1.1M
- 13F HOLDINGS REPORTQ/E Mar 2023295 pos · $1.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC COM | AAPL | 341,715 | $92,899 | 8.42% |
| 2 | MICROSOFT CORP COM | MSFT | 117,451 | $56,801 | 5.15% |
| 3 | GOLDMAN SACHS ETF TR ACTIVEBET | NVGLF | 423,087 | $56,004 | 5.08% |
| 4 | SCHWAB STRATEGIC TR US LRG CAP | 808524201 | 1,846,376 | $49,686 | 4.50% |
| 5 | ALPHABET INC CAP STK CL C | GOOG | 138,274 | $43,390 | 3.93% |
| 6 | AMAZON COM INC COM | AMZN | 179,908 | $41,526 | 3.77% |
| 7 | BROADCOM INC COM | AVGO | 119,632 | $41,405 | 3.75% |
| 8 | JPMORGAN CHASE & CO. COM | VYLD | 127,112 | $40,958 | 3.71% |
| 9 | MICRON TECHNOLOGY INC COM | MU | 117,704 | $33,594 | 3.05% |
| 10 | GE VERNOVA INC COM | GEV | 43,260 | $28,273 | 2.56% |
| 11 | VISA INC COM CL A | V | 80,275 | $28,153 | 2.55% |
| 12 | MORGAN STANLEY COM NEW | MS-PQ | 151,496 | $26,895 | 2.44% |
| 13 | SELECT SECTOR SPDR TR ENERGY | 81369Y506 | 543,535 | $24,301 | 2.20% |
| 14 | J P MORGAN EXCHANGE TRADED FD | 46641Q837 | 479,117 | $24,239 | 2.20% |
| 15 | HOME DEPOT INC COM | HD | 64,970 | $22,356 | 2.03% |
| 16 | META PLATFORMS INC CL A | META | 33,489 | $22,106 | 2.00% |
| 17 | SCHWAB STRATEGIC TR INTL EQTY | 808524805 | 860,686 | $20,691 | 1.88% |
| 18 | ELI LILLY & CO COM | LLY | 18,135 | $19,489 | 1.77% |
| 19 | GOLDMAN SACHS ETF TR ACTIVEBET | NVGLF | 441,848 | $18,973 | 1.72% |
| 20 | ISHARES INC CORE MSCI EMKT | 46434G103 | 266,009 | $17,881 | 1.62% |