Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
APPLETON PARTNERS INC/MA (CIK 1055290) reported $1.63B across 275 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($95.4M, 5.85%), MU ($92.5M, 5.67%), GSLC ($59.8M, 3.67%), SCHX ($54.8M, 3.36%), GOOG ($48.1M, 2.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $95.4M | 5.85% | 329,859 | Trimmed |
| 2 | MU | MICRON TECHNOLOGY INC COM | $92.5M | 5.67% | 80,158 | Trimmed |
| 3 | GSLC | GOLDMAN SACHS ETF TR ACTIVEBET | $59.8M | 3.67% | 421,782 | Added |
| 4 | SCHX | SCHWAB STRATEGIC TR US LRG CAP | $54.8M | 3.36% | 1.9M | Added |
| 5 | GOOG | ALPHABET INC CAP STK CL C | $48.1M | 2.95% | 136,098 | Trimmed |
| 6 | GEV | GE VERNOVA INC COM | $45.1M | 2.77% | 38,422 | Trimmed |
| 7 | MSFT | MICROSOFT CORP COM | $43.4M | 2.66% | 116,361 | Trimmed |
| 8 | AVGO | BROADCOM INC COM | $42.7M | 2.61% | 112,946 | Trimmed |
| 9 | AMZN | AMAZON COM INC COM | $42.2M | 2.59% | 177,012 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO COM | $40.7M | 2.50% | 124,463 | Trimmed |
| 11 | XLE | SELECT SECTOR SPDR TR ST STR E | $29.0M | 1.78% | 546,298 | Added |
| 12 | MS | MORGAN STANLEY COM NEW | $29.1M | 1.78% | 139,249 | Trimmed |
| 13 | V | VISA INC COM CL A | $27.3M | 1.67% | 79,657 | Trimmed |
| 14 | SCHF | SCHWAB STRATEGIC TR INTL EQTY | $24.7M | 1.51% | 891,546 | Added |
| 15 | LLY | ELI LILLY & CO COM | $23.6M | 1.45% | 19,717 | Added |
| 16 | JPST | J P MORGAN EXCHANGE TRADED FD | $22.8M | 1.39% | 449,897 | Trimmed |
| 17 | GFS | GLOBALFOUNDRIES INC ORDINARY S | $22.4M | 1.37% | 272,241 | Added |
| 18 | WELL | WELLTOWER INC COM | $22.3M | 1.37% | 98,216 | Added |
| 19 | IEMG | ISHARES INC CORE MSCI EMKT | $22.0M | 1.35% | 265,013 | Trimmed |
| 20 | GSIE | GOLDMAN SACHS ETF TR ACTIVEBET | $21.1M | 1.29% | 461,827 | Added |
| 21 | META | META PLATFORMS INC CL A | $19.2M | 1.18% | 34,052 | Added |
| 22 | NVDA | NVIDIA CORPORATION COM | $18.6M | 1.14% | 93,167 | Added |
| 23 | UNH | UNITEDHEALTH GROUP INC COM | $16.9M | 1.04% | 40,664 | Trimmed |
| 24 | CW | CURTISS WRIGHT CORP COM | $16.8M | 1.03% | 22,183 | Trimmed |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC | $16.2M | 0.99% | 32,382 | Added |
Source: SEC Form 13F filings · as of 2026-06-30