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 $1.43B across 261 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($85.4M, 5.96%), GSLC ($52.6M, 3.67%), SCHX ($47.4M, 3.30%), MSFT ($44.2M, 3.08%), GOOG ($39.3M, 2.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $85.4M | 5.96% | 336,626 | Trimmed |
| 2 | GSLC | GOLDMAN SACHS ETF TR ACTIVEBET | $52.6M | 3.67% | 420,407 | Trimmed |
| 3 | SCHX | SCHWAB STRATEGIC TR US LRG CAP | $47.4M | 3.30% | 1.8M | Added |
| 4 | MSFT | MICROSOFT CORP COM | $44.2M | 3.08% | 119,394 | Added |
| 5 | GOOG | ALPHABET INC CAP STK CL C | $39.3M | 2.74% | 137,093 | Trimmed |
| 6 | AMZN | AMAZON COM INC COM | $37.4M | 2.61% | 179,510 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO COM | $37.2M | 2.60% | 126,590 | Trimmed |
| 8 | AVGO | BROADCOM INC COM | $36.7M | 2.56% | 118,722 | Trimmed |
| 9 | GEV | GE VERNOVA INC COM | $36.6M | 2.55% | 41,914 | Trimmed |
| 10 | MU | MICRON TECHNOLOGY INC COM | $34.7M | 2.42% | 102,823 | Trimmed |
| 11 | XLE | SELECT SECTOR SPDR TR STATE ST | $31.9M | 2.22% | 520,194 | Trimmed |
| 12 | MS | MORGAN STANLEY COM NEW | $24.7M | 1.72% | 150,216 | Trimmed |
| 13 | V | VISA INC COM CL A | $24.3M | 1.69% | 80,277 | Added |
| 14 | JPST | J P MORGAN EXCHANGE TRADED FD | $23.0M | 1.61% | 455,063 | Trimmed |
| 15 | SCHF | SCHWAB STRATEGIC TR INTL EQTY | $21.4M | 1.50% | 866,102 | Added |
| 16 | META | META PLATFORMS INC CL A | $19.4M | 1.35% | 33,952 | Added |
| 17 | GSIE | GOLDMAN SACHS ETF TR ACTIVEBET | $19.2M | 1.34% | 446,210 | Added |
| 18 | WELL | WELLTOWER INC COM | $18.8M | 1.31% | 95,106 | Added |
| 19 | IEMG | ISHARES INC CORE MSCI EMKT | $18.6M | 1.30% | 267,008 | Added |
| 20 | NFLX | NETFLIX INC. COM | $18.4M | 1.28% | 191,195 | Added |
| 21 | LLY | ELI LILLY & CO COM | $17.6M | 1.22% | 19,092 | Added |
| 22 | ICE | INTERCONTINENTAL EXCHANGE INC | $15.7M | 1.09% | 99,607 | Trimmed |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC | $15.4M | 1.07% | 32,147 | Trimmed |
| 24 | CW | CURTISS WRIGHT CORP COM | $15.2M | 1.06% | 22,246 | Trimmed |
| 25 | NVDA | NVIDIA CORPORATION COM | $15.0M | 1.05% | 86,109 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31