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Portfolio (Quarterly) Guide ↗

APPLETON PARTNERS INC/MA

· CIK 0001055290
13F Portfolio $1.5B AUM 263 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 263 New
Page 1 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC COM Technology 341,715.0 $92.9M 6.12% NEW $271.86 +14.0%
2 MSFT MICROSOFT CORP COM Technology 117,451.0 $56.8M 3.74% NEW $483.61 -14.1%
3 GSLC GOLDMAN SACHS ETF TR ACTIVEBET 423,087.0 $56.0M 3.69% NEW $132.37 +7.5%
4 SCHX SCHWAB STRATEGIC TR US LRG CAP 1,846,376.0 $49.7M 3.27% NEW $26.91 +9.6%
5 GOOG ALPHABET INC CAP STK CL C Communication Services 138,274.0 $43.4M 2.86% NEW $313.80 +21.8%
6 AMZN AMAZON COM INC COM Consumer Cyclical 179,908.0 $41.5M 2.74% NEW $230.82 +14.2%
7 AVGO BROADCOM INC COM Technology 119,632.0 $41.4M 2.73% NEW $346.10 +21.8%
8 JPM JPMORGAN CHASE & CO. COM Financial Services 127,112.0 $41.0M 2.70% NEW $322.22 -4.7%
9 MU MICRON TECHNOLOGY INC COM Technology 117,704.0 $33.6M 2.21% NEW $285.41 +208.9%
10 GEV GE VERNOVA INC COM Utilities 43,260.0 $28.3M 1.86% NEW $653.56 +63.9%
11 V VISA INC COM CL A Financial Services 80,275.0 $28.2M 1.85% NEW $350.71 -6.8%
12 MS MORGAN STANLEY COM NEW Financial Services 151,496.0 $26.9M 1.77% NEW $177.53 +12.8%
13 XLE SELECT SECTOR SPDR TR ENERGY 543,535.0 $24.3M 1.60% NEW $44.71 +30.8%
14 J P MORGAN EXCHANGE TRADED FD 479,117.0 $24.2M 1.60% NEW $50.59
15 HD HOME DEPOT INC COM Consumer Cyclical 64,970.0 $22.4M 1.47% NEW $344.10 -10.0%
16 META META PLATFORMS INC CL A Communication Services 33,489.0 $22.1M 1.46% NEW $660.10 -7.6%
17 SCHF SCHWAB STRATEGIC TR INTL EQTY 860,686.0 $20.7M 1.36% NEW $24.04 +15.2%
18 LLY ELI LILLY & CO COM Healthcare 18,135.0 $19.5M 1.28% NEW $1074.66 +0.4%
19 GSIE GOLDMAN SACHS ETF TR ACTIVEBET 441,848.0 $19.0M 1.25% NEW $42.94 +7.1%
20 IEMG ISHARES INC CORE MSCI EMKT 266,009.0 $17.9M 1.18% NEW $67.22 +23.7%
Page 1 of 14  ·  263 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.5%
Financial Services 18.2%
Communication Services 11.2%
Healthcare 9.9%
Industrials 9.4%
Consumer Cyclical 9.2%
Consumer Defensive 4.7%
Utilities 2.8%
Basic Materials 2.4%
Real Estate 2.3%