APPLETON PARTNERS INC/MA
CIK 1055290
13F filing for Q2 2026・No. 1,892
- Holdings
- US$1.63B
- Quarter change
- +US$198.39M
- Entries
- 275
- Net bought (estimate)
- −US$24.64M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 24
- Sold out 11
- Cut 148
- Added 67
- Corporate actions 4
- Unchanged 36
Largest holdings
275 stocks worth US$1.63B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCS | Cut | 329,859 | US$95.45M | 5.85% |
| MUMicronCS | Cut | 80,158 | US$92.53M | 5.67% |
| GOLDMAN SACHS ETF TR ACTIVEBETETF | Added | 421,782 | US$59.85M | 3.67% |
| SCHWAB STRATEGIC TR US LRG CAPETF | Added | 1,863,107 | US$54.83M | 3.36% |
| GOOGALPHABET INC CAP STK CL CCS | Cut | 136,098 | US$48.09M | 2.95% |
| GEVGE VERNOVA INC COMCS | Cut | 38,422 | US$45.14M | 2.77% |
| MSFTMicrosoftCS | Cut | 116,361 | US$43.41M | 2.66% |
| AVGOBroadcomCS | Cut | 112,946 | US$42.67M | 2.61% |
| AMZNAmazonCS | Cut | 177,012 | US$42.19M | 2.59% |
| JPMJPMORGAN CHASE & CO COMCS | Cut | 124,463 | US$40.74M | 2.50% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.