APPLETON PARTNERS INC/MA

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CIK 1055290

13F portfolio (2026-Q1)

$1.4B

Positions

262

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

262

Top 5

18.8%

Top 10

31.5%

Effective N

60.6

HHI

0.017

This quarter

9 new · 0 exit →

By sector

Unclassified32.1%

Information Technology23.6%

Financials11.8%

Consumer Discretionary8.0%

Communication Services7.6%

Industrials5.8%

Health Care4.7%

Materials2.4%

Other4.0%

By market cap

Mega (>$200B)42.2%

Unknown32.9%

Large ($10–200B)23.2%

Mid ($2–10B)1.7%

Micro (<$300M)0.0%

By region

North America67.9%

Other32.1%

Europe0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	33.14%	110
Technology Hardware & Equipment	7.92%	10
Semiconductors & Semiconductor Equipment	7.11%	9
Specialty Retail	5.95%	8
Software & IT Services	5.82%	6
Software	5.14%	8
Capital Markets	5.06%	8
Commercial Services & Supplies	4.04%	8
Banks	2.98%	5
Pharmaceuticals & Biotechnology	2.90%	8
Electrical Equipment & Components	2.63%	2
Media & Entertainment	1.84%	3
Equity Real Estate Investment Trusts (REITs)	1.79%	4
Health Care Equipment & Supplies	1.58%	4
Distributors	1.39%	4
Aerospace & Defense	1.33%	7
Machinery	1.27%	6
Beverages	1.18%	3
Chemicals	1.12%	7
Insurance	0.98%	7
Construction Materials	0.93%	2
Transportation Infrastructure	0.73%	2
Entertainment	0.62%	1
Oil, Gas & Consumable Fuels	0.50%	5
Hotels, Restaurants & Leisure	0.47%	5
Food Products	0.42%	3
Metals & Mining	0.31%	2
Health Care Providers & Services	0.29%	1
Textiles, Apparel & Luxury Goods	0.18%	1
Diversified Telecommunication Services	0.11%	4
Road & Rail	0.11%	2
Utilities	0.08%	3
Automobiles & Components	0.04%	2
Real Estate Management & Development	0.02%	1
Agricultural Products	0.02%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	5.96%
2	GSLC	GOLDMAN SACHS ETF TR	Unclassified	3.67%
3	SCHX	SCHWAB U.S. LARGE-CAP ETF	Unclassified	3.30%
4	MSFT	MICROSOFT CORP	Information Technology	3.08%
5	GOOG	Alphabet Inc.	Communication Services	2.74%
6	AMZN	AMAZON COM INC	Consumer Discretionary	2.61%
7	JPM	JPMORGAN CHASE & CO	Financials	2.60%
8	AVGO	Broadcom Inc.	Information Technology	2.56%
9	GEV	GE Vernova Inc.	Information Technology	2.55%
10	MU	MICRON TECHNOLOGY INC	Information Technology	2.42%

153/262 names classified · sector 67.9% of weight · industry 66.9% · mkt cap 67.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyAAPL, MSFT, TMO, AVGO, GEV · other

FinancialsV, JPM, WFC, GS, C · other

Consumer DiscretionaryHD, AMZN, COST, TJX, MCD · other

Health CareJNJ, ZTS, ABBV, MDT, PRGO · other

IndustrialsLMT, WAB, EBAY, AKAM, CAT · other

Communication ServicesGOOG, META, DIS, VZ, NFLX · other

Consumer StaplesPEP, STZ, MDLZ, CVS, KHC · other

MaterialsPG, ECL, CL, EL, CHD · other

EnergyXOM, SLB, EOG, COP, HAL · other

Real EstateAMT, EQIX, WELL, COLD, ARE · other

UtilitiesED, NEE, SO, WEC, KMI · other

UnclassifiedGSLC, JPST, SCHX, SPY, CERNER CORP · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 67.9% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (145 classified)APPLETON PARTNERS INC/MA centroid (Large Core)

Information TechnologyFinancialsConsumer DiscretionaryCommunication ServicesIndustrialsHealth CareMaterialsReal EstateConsumer StaplesEnergyUtilities

Style box summary for APPLETON PARTNERS INC/MA: centroid Large Core. Heaviest cells: Large Growth 35.4%, Large Core 13.3%, Large Value 6.2%.

Classified: 64.8% of book weight (145/262 names) · unclassified 35.2%: GSLC, SCHX, XLE, JPST, SCHF, GSIE, IEMG, BRK.B, JEPI, FLRN +107 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 262 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	336,626	$85M	6.0%	HOLD
2	GSLCGOLDMAN SACHS ETF TR	420,407	$53M	3.7%	HOLD
3	SCHXSCHWAB U.S. LARGE-CAP ETF	1,846,870	$47M	3.3%	HOLD
4	MSFTMICROSOFT CORP	119,394	$44M	3.1%	HOLD
5	GOOGALPHABET INC	137,093	$39M	2.7%	HOLD
6	AMZNAMAZON COM INC	179,510	$37M	2.6%	HOLD
7	JPMJPMORGAN CHASE & CO	126,590	$37M	2.6%	HOLD
8	AVGOBROADCOM INC	118,722	$37M	2.6%	HOLD
9	GEVGE VERNOVA INC	41,914	$37M	2.6%	TRIM −3%
10	MUMICRON TECHNOLOGY INC	102,823	$35M	2.4%	TRIM −13%
11	XLESELECT SECTOR SPDR TR	520,194	$32M	2.2%	TRIM −4%
12	MSMORGAN STANLEY	150,216	$25M	1.7%	HOLD
13	VVISA INC	80,277	$24M	1.7%	HOLD
14	JPSTJ P MORGAN EXCHANGE TRADED F	455,063	$23M	1.6%	TRIM −5%
15	SCHFSCHWAB STRATEGIC TR	866,102	$21M	1.5%	HOLD
16	METAMETA PLATFORMS INC	33,952	$19M	1.4%	HOLD
17	GSIEGoldman Sachs ActiveBeta Int'l Eq ETF	446,210	$19M	1.3%	HOLD
18	WELLWELLTOWER INC	95,106	$19M	1.3%	ADD 2%
19	IEMGISHARES INC	267,008	$19M	1.3%	HOLD
20	NFLXNETFLIX INC	191,195	$18M	1.3%	ADD 12%
21	LLYELI LILLY & CO	19,092	$18M	1.2%	ADD 5%
22	ICEINTERCONTINENTAL EXCHANGE IN	99,607	$16M	1.1%	HOLD
23	BRK.BBERKSHIRE HATHAWAY INC DEL	32,147	$15M	1.1%	TRIM −3%
24	CWCURTISS WRIGHT CORP	22,246	$15M	1.1%	HOLD
25	NVDANVIDIA CORPORATION	86,109	$15M	1.0%	HOLD
26	JEPIJPMorgan Equity Premium Income ETF	258,791	$15M	1.0%	HOLD
27	FLRNSPDR SERIES TRUST	448,206	$14M	1.0%	TRIM −6%
28	GOOGLALPHABET INC	46,561	$13M	0.9%	TRIM −6%
29	SPYSTATE STR SPDR S&P 500 ETF T	20,070	$13M	0.9%	TRIM −2%
30	SCHASCHWAB STRATEGIC TR	439,134	$13M	0.9%	HOLD
31	QXOQXO INC	649,265	$13M	0.9%	ADD 6%
32	IBBISHARES TR	74,010	$12M	0.9%	HOLD
33	HDHOME DEPOT INC	36,420	$12M	0.8%	TRIM −44%
34	GFSGLOBALFOUNDRIES INC	268,748	$12M	0.8%	NEW
35	BXBLACKSTONE INC	102,007	$12M	0.8%	ADD 3%
36	SPIBSPDR SERIES TRUST	340,815	$11M	0.8%	ADD 11%
37	JNJJOHNSON & JOHNSON	46,582	$11M	0.8%	HOLD
38	UNHUNITEDHEALTH GROUP INC	41,610	$11M	0.8%	TRIM −3%
39	SHWSHERWIN WILLIAMS CO	34,491	$11M	0.8%	HOLD
40	DHRDANAHER CORP DEL	57,058	$11M	0.8%	ADD 2%
41	CDNSCADENCE DESIGN SYSTEM INC	38,928	$11M	0.8%	HOLD
42	JPMEJ P MORGAN EXCHANGE TRADED F	92,579	$11M	0.7%	HOLD
43	CIBRFIRST TR EXCHANGE-TRADED FD	163,495	$10M	0.7%	HOLD
44	BKNGBOOKING HOLDINGS INC	2,424	$10M	0.7%	ADD 2%
45	KTOSKRATOS DEFENSE & SEC SOLUTIO	144,385	$10M	0.7%	TRIM −3%
46	SYKSTRYKER CORPORATION	30,587	$10M	0.7%	HOLD
47	JPSEJ P MORGAN EXCHANGE TRADED F	190,724	$10M	0.7%	HOLD
48	VMCVULCAN MATLS CO	36,145	$10M	0.7%	HOLD
49	SPABSPDR SERIES TRUST	381,846	$10M	0.7%	ADD 13%
50	SPGIS&P GLOBAL INC	22,892	$10M	0.7%	NEW
51	EVREVERCORE INC	31,925	$10M	0.7%	ADD 4%
52	RSGREPUBLIC SVCS INC	43,445	$10M	0.7%	HOLD
53	COSTCOSTCO WHSL CORP NEW	9,413	$9M	0.7%	TRIM −8%
54	SOLVSOLVENTUM CORP	141,689	$9M	0.6%	ADD 60%
55	MNSTMONSTER BEVERAGE CORP NEW	122,765	$9M	0.6%	HOLD
56	DISDISNEY WALT CO	92,156	$9M	0.6%	HOLD
57	PGPROCTER AND GAMBLE CO	60,506	$9M	0.6%	HOLD
58	VRSKVERISK ANALYTICS INC	45,173	$9M	0.6%	TRIM −4%
59	WCNWASTE CONNECTIONS INC	51,863	$8M	0.6%	HOLD
60	WMTWALMART INC	62,072	$8M	0.5%	TRIM −3%
61	ABBVABBVIE INC	34,920	$8M	0.5%	ADD 2%
62	IAGGISHARES TR	143,849	$7M	0.5%	ADD 6%
63	TJXTJX COS INC NEW	44,716	$7M	0.5%	TRIM −2%
64	PEPPEPSICO INC	45,958	$7M	0.5%	TRIM −3%
65	SPOTSPOTIFY TECHNOLOGY S A	14,230	$7M	0.5%	HOLD
66	TMOTHERMO FISHER SCIENTIFIC INC	13,683	$7M	0.5%	TRIM −8%
67	NOWSERVICENOW INC	64,057	$7M	0.5%	ADD 19%
68	ADSKAUTODESK INC	27,792	$7M	0.5%	HOLD
69	JMSTJ P MORGAN EXCHANGE TRADED F	125,568	$6M	0.4%	ADD 5%
70	XLUSELECT SECTOR SPDR TR	129,154	$6M	0.4%	HOLD
71	PANWPALO ALTO NETWORKS INC	35,360	$6M	0.4%	TRIM −2%
72	EMLPFirst TR. Ex. Tr. FD N. American Energy	128,749	$6M	0.4%	HOLD
73	MCDMCDONALDS CORP	16,830	$5M	0.4%	TRIM −5%
74	XOMEXXON MOBIL CORP	30,218	$5M	0.4%	TRIM −4%
75	SCHHSCHWAB STRATEGIC TR	229,197	$5M	0.3%	ADD 2%
76	HSYHERSHEY CO	23,684	$5M	0.3%	ADD 9%
77	CMECME GROUP INC	16,122	$5M	0.3%	HOLD
78	COMBGRANITESHARES ETF TR	179,249	$5M	0.3%	HOLD
79	IWMISHARES TR	18,220	$5M	0.3%	HOLD
80	GSGOLDMAN SACHS GROUP INC	5,135	$4M	0.3%	HOLD
81	GLWCORNING INC	30,745	$4M	0.3%	TRIM −6%
82	FPEFirst Trust Preferred Secs & Inc ETF	235,270	$4M	0.3%	ADD 15%
83	DGXQUEST DIAGNOSTICS INC	21,125	$4M	0.3%	HOLD
84	LVMUYLVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS	38,496	$4M	0.3%	ADD 2%
85	CNSWFCONSTELLATION SOFTWARE INC COM ISIN CA21037X1006	2,276	$4M	0.3%	TRIM −8%
86	INTUINTUIT	8,199	$4M	0.2%	TRIM −65%
87	CRHCRH PLC	33,293	$4M	0.2%	HOLD
88	HONHONEYWELL INTL INC	15,459	$3M	0.2%	HOLD
89	AMTAMERICAN TOWER CORP	19,821	$3M	0.2%	TRIM −5%
90	IVVISHARES TR	5,208	$3M	0.2%	HOLD
91	SPHYSPDR SERIES TRUST	145,140	$3M	0.2%	ADD 4%
92	HACKAMPLIFY ETF TR	43,994	$3M	0.2%	TRIM −4%
93	BKLNINVESCO EXCH TRADED FD TR II	161,495	$3M	0.2%	ADD 3%
94	TELTE CONNECTIVITY PLC	14,945	$3M	0.2%	HOLD
95	XLKSELECT SECTOR SPDR TR	23,483	$3M	0.2%	TRIM −6%
96	APDAIR PRODS & CHEMS INC	10,486	$3M	0.2%	ADD 18%
97	ROLROLLINS INC	56,843	$3M	0.2%	HOLD
98	EFAISHARES TR	30,339	$3M	0.2%	HOLD
99	MDTMEDTRONIC PLC	31,986	$3M	0.2%	HOLD
100	COFCAPITAL ONE FINL CORP	14,687	$3M	0.2%	TRIM −4%
101	CTASCINTAS CORP	15,559	$3M	0.2%	ADD 3%
102	VEAVANGUARD TAX-MANAGED FDS	39,699	$3M	0.2%	TRIM −2%
103	EQIXEQUINIX INC	2,448	$2M	0.2%	HOLD
104	NTDOYNINTENDO LTD ADR	163,035	$2M	0.2%	ADD 28%
105	WSOWATSCO INC	5,977	$2M	0.2%	TRIM −2%
106	IWRISHARES TR	22,050	$2M	0.1%	HOLD
107	SYYSYSCO CORP	29,219	$2M	0.1%	HOLD
108	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	69,026	$2M	0.1%	HOLD
109	BRBROADRIDGE FINL SOLUTIONS IN	12,137	$2M	0.1%	HOLD
110	NOCNORTHROP GRUMMAN CORP	2,683	$2M	0.1%	TRIM −50%
111	BACBANK AMERICA CORP	37,456	$2M	0.1%	TRIM −2%
112	AMGNAMGEN INC	5,082	$2M	0.1%	TRIM −4%
113	GLDSPDR GOLD TR	4,089	$2M	0.1%	HOLD
114	NKENIKE INC	32,804	$2M	0.1%	HOLD
115	ADPAUTOMATIC DATA PROCESSING IN	7,847	$2M	0.1%	TRIM −3%
116	CSCOCISCO SYS INC	20,269	$2M	0.1%	HOLD
117	VOVANGUARD INDEX FDS	5,363	$2M	0.1%	HOLD
118	DDDUPONT DE NEMOURS INC	33,066	$2M	0.1%	ADD 2%
119	ROPROPER TECHNOLOGIES INC	4,138	$1M	0.1%	TRIM −81%
120	VEUVANGUARD INTL EQUITY INDEX F	19,478	$1M	0.1%	TRIM −3%
121	IWOISHARES TR	4,619	$1M	0.1%	HOLD
122	XOPSPDR SERIES TRUST	7,907	$1M	0.1%	TRIM −7%
123	APHAMPHENOL CORP	11,347	$1M	0.1%	TRIM −3%
124	ABTABBOTT LABS	13,837	$1M	0.1%	HOLD
125	XLFSELECT SECTOR SPDR TR	28,200	$1M	0.1%	HOLD
126	QQQINVESCO QQQ TR	2,407	$1M	0.1%	HOLD
127	IWFISHARES TR	3,254	$1M	0.1%	HOLD
128	HLIHOULIHAN LOKEY INC	9,559	$1M	0.1%	TRIM −15%
129	CATCATERPILLAR INC	1,893	$1M	0.1%	HOLD
130	VVVANGUARD INDEX FDS	4,403	$1M	0.1%	TRIM −5%
131	LMTLOCKHEED MARTIN CORP	2,147	$1M	0.1%	TRIM −67%
132	VTIVANGUARD INDEX FDS	3,849	$1M	0.1%	TRIM −5%
133	VWOVANGUARD INTL EQUITY INDEX F	22,687	$1M	0.1%	HOLD
134	XLCSELECT SECTOR SPDR TR	10,290	$1M	0.1%	TRIM −12%
135	GEGE AEROSPACE	3,943	$1M	0.1%	HOLD
136	MAAMID-AMER APT CMNTYS INC	8,927	$1M	0.1%	ADD 22%
137	IJHISHARES TR	15,830	$1M	0.1%	HOLD
138	RTXRTX CORPORATION	5,542	$1M	0.1%	ADD 18%
139	VRSNVERISIGN INC	4,257	$1M	0.1%	TRIM −4%
140	CMCSACOMCAST CORP NEW	35,932	$1M	0.1%	ADD 6%
141	VGTVANGUARD WORLD FD	1,460	$1M	0.1%	TRIM −2%
142	EEMISHARES TR	16,636	$945,000	0.1%	HOLD
143	DVYISHARES TR	6,184	$936,000	0.1%	HOLD
144	IAUISHARES GOLD TR	10,392	$916,000	0.1%	HOLD
145	WABWABTEC	3,646	$911,000	0.1%	HOLD
146	VIGVANGUARD SPECIALIZED FUNDS	4,195	$902,000	0.1%	HOLD
147	KOCOCA COLA CO	11,575	$880,000	0.1%	TRIM −4%
148	IWPISHARES TR	6,672	$855,000	0.1%	HOLD
149	CSXCSX CORP	20,476	$841,000	0.1%	HOLD
150	VOOVANGUARD INDEX FDS	1,386	$828,000	0.1%	ADD 5%
151	TXNTEXAS INSTRS INC	4,258	$827,000	0.1%	TRIM −3%
152	MDYSPDR S&P MIDCAP 400 ETF TR	1,300	$802,000	0.1%	HOLD
153	VRTXVERTEX PHARMACEUTICALS INC	1,789	$799,000	0.1%	HOLD
154	QEMMSPDR INDEX SHS FDS	11,499	$797,000	0.1%	TRIM −3%
155	PFFDGLOBAL X FDS	42,309	$778,000	0.1%	TRIM −24%
156	IUSBISHARES TR	16,690	$771,000	0.1%	HOLD
157	MRKMERCK & CO INC	6,368	$766,000	0.1%	TRIM −13%
158	ORCLORACLE CORP	5,193	$764,000	0.1%	TRIM −15%
159	TTTRANE TECHNOLOGIES PLC	1,818	$758,000	0.1%	ADD 4%
160	FNDXSCHWAB STRATEGIC TR	26,998	$752,000	0.1%	TRIM −8%
161	VLOVALERO ENERGY CORP	3,034	$750,000	0.1%	TRIM −4%
162	WFCWELLS FARGO CO NEW	9,377	$747,000	0.1%	TRIM −12%
163	UNPUNION PAC CORP	2,993	$726,000	0.1%	TRIM −3%
164	IBMINTERNATIONAL BUSINESS MACHS	2,993	$725,000	0.1%	HOLD
165	GLDMWORLD GOLD TR	7,803	$723,000	0.1%	ADD 3%
166	BRK.ABERKSHIRE HATHAWAY INC DEL	1	$718,000	0.1%	HOLD
167	FNDFSCHWAB STRATEGIC TR	14,299	$700,000	0.0%	TRIM −2%
168	SCHDSCHWAB STRATEGIC TR	22,678	$696,000	0.0%	HOLD
169	SDYSPDR SER TR	4,715	$688,000	0.0%	TRIM −20%
170	ADMARCHER DANIELS MIDLAND CO	9,282	$675,000	0.0%	HOLD
171	DEDEERE & CO	1,196	$674,000	0.0%	TRIM −3%
172	CBCHUBB LIMITED	1,924	$627,000	0.0%	HOLD
173	INTCINTEL CORP	14,191	$626,000	0.0%	TRIM −14%
174	MMM3M CO	4,153	$603,000	0.0%	HOLD
175	DIASPDR DOW JONES INDL AVERAGE	1,289	$597,000	0.0%	HOLD
176	EFAVISHARES TR	6,413	$586,000	0.0%	HOLD
177	ADBEADOBE INC	2,406	$585,000	0.0%	TRIM −28%
178	WMWASTE MGMT INC DEL	2,528	$581,000	0.0%	HOLD
179	ESGVVanguard ESG US Stock - ETF	5,052	$567,000	0.0%	HOLD
180	TRVTRAVELERS COMPANIES INC	1,904	$555,000	0.0%	TRIM −10%
181	VBVANGUARD INDEX FDS	2,095	$549,000	0.0%	HOLD
182	CVXCHEVRON CORP NEW	2,631	$544,000	0.0%	HOLD
183	YUMYUM BRANDS INC	3,480	$541,000	0.0%	TRIM −3%
184	AFLAFLAC INC	4,863	$534,000	0.0%	HOLD
185	IEFAISHARES TR	5,636	$510,000	0.0%	ADD 2%
186	IGVISHARES TR	6,340	$508,000	0.0%	NEW
187	IJRISHARES TR	4,071	$506,000	0.0%	HOLD
188	IWNISHARES TR	2,654	$503,000	0.0%	HOLD
189	SBUXSTARBUCKS CORP	5,430	$486,000	0.0%	TRIM −4%
190	ITWILLINOIS TOOL WKS INC	1,840	$479,000	0.0%	HOLD
191	EOGEOG RES INC	3,285	$475,000	0.0%	HOLD
192	TAT&T INC	15,981	$463,000	0.0%	TRIM −16%
193	JUSTGOLDMAN SACHS ETF TR	4,888	$452,000	0.0%	HOLD
194	WECWEC ENERGY GROUP INC	3,806	$441,000	0.0%	HOLD
195	MDLZMONDELEZ INTL INC	7,455	$430,000	0.0%	TRIM −27%
196	IWSISHARES TR	2,946	$429,000	0.0%	HOLD
197	ACWVISHARES INC	3,575	$427,000	0.0%	HOLD
198	CITHE CIGNA GROUP	1,592	$425,000	0.0%	HOLD
199	CHDCHURCH & DWIGHT CO INC	4,557	$425,000	0.0%	HOLD
200	SAMGSILVERCREST ASSET MGMT GROUP	31,650	$425,000	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

363K

354K

349K

348K

342K

337K

$85M

GSLCGOLDMAN SACHS ETF TR

437K

434K

429K

423K

420K

$53M

SCHXSCHWAB U.S. LARGE-CAP ETF

1.9M

1.8M

$47M

MSFTMICROSOFT CORP

120K

122K

118K

117K

119K

$44M

GOOGALPHABET INC

154K

155K

144K

138K

137K

$39M

AMZNAMAZON COM INC

187K

185K

181K

180K

$37M

JPMJPMORGAN CHASE & CO

143K

139K

129K

128K

127K

$37M

AVGOBROADCOM INC

162K

152K

135K

125K

120K

119K

$37M

GEVGE VERNOVA INC

52K

49K

48K

44K

43K

42K

$37M

MUMICRON TECHNOLOGY INC

154K

155K

138K

131K

118K

103K

$35M

XLESELECT SECTOR SPDR TR

256K

273K

270K

544K

520K

$32M

MSMORGAN STANLEY

153K

155K

153K

151K

150K

$25M

VVISA INC

89K

87K

85K

80K

$24M

JPSTJ P MORGAN EXCHANGE TRADED F

493K

482K

461K

483K

479K

455K

$23M

SCHFSCHWAB STRATEGIC TR

861K

855K

859K

864K

861K

866K

$21M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆APPLETON PARTNERS INC/MA

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 262 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

APPLETON PARTNERS INC/MA