APPLETON PARTNERS INC/MA

CIK

1055290

Location

BOSTON, MA

Portfolio Value

Small $941,846,580

Diversification

Diversified

Filing Date

Global Rank

#1,816 / 8,605 ▼ 33 · as of Mar 2026

Top Industry

Semiconductors 10.9%

3Y Alpha vs SPY

-3.6%

Period ended 3 months ago

Filed Apr 28, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.3%

SPY

+76.5%

Annualised alpha

-3.6%

Max drawdown

−17.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

159 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.1%

−0.0 pts

Top 5

25.6%

−1.2 pts

Top 10

40.4%

+0.0 pts

HHI

258

Diversified−4

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.0%	$282,889,437	29
Financial Services	17.7%	$166,769,916	22
Industrials	13.0%	$122,855,236	27
Healthcare	10.3%	$96,983,464	16
Consumer Cyclical	7.4%	$69,848,631	16
Communication Services	7.4%	$69,643,911	10
Consumer Defensive	5.5%	$51,588,999	12
Basic Materials	3.5%	$32,840,545	8
Real Estate	2.7%	$25,713,907	4
Unclassified	2.1%	$19,526,724	8
Energy	0.2%	$2,055,903	4
Utilities	0.1%	$1,129,907	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SOLV	Solventum Corp	+53,243	141,689	$9,252,291
QXO	QXO, Inc.	+35,354	649,265	$12,608,726
NFLX	Netflix Inc	+20,601	191,195	$18,383,399
NOW	ServiceNow, Inc.	+10,168	64,057	$6,697,159
BX	Blackstone Inc.	+3,249	102,007	$11,729,784
WELL	Welltower Inc.	+2,140	95,106	$18,803,407
CMCSA	Comcast Corp	+2,127	35,932	$1,031,607
MSFT	Microsoft Corp	+1,943	119,394	$44,196,076
HSY	Hershey Co	+1,934	23,684	$4,923,666
APD	Air Products & Chemicals, Inc.	+1,600	10,486	$3,046,078
MAA	Mid America Apartment Communities Inc.	+1,596	8,927	$1,090,165
EVR	Evercore Inc.	+1,221	31,925	$9,529,931
DHR	Danaher Corp /De/	+1,163	57,058	$10,818,196
MNST	Monster Beverage Corp	+1,062	122,765	$8,895,551
LLY	ELI LILLY & Co	+957	19,092	$17,560,248
ROL	Rollins Inc	+937	56,843	$3,035,984
RTX	RTX Corp	+837	5,542	$1,069,051
DD	DuPont de Nemours, Inc.	+752	33,066	$4,543,268
ABBV	AbbVie Inc.	+743	34,920	$7,594,750
CDNS	Cadence Design Systems Inc	+563	38,928	$10,816,923
CTAS	Cintas Corp	+514	15,559	$2,631,649
META	Meta Platforms, Inc.	+463	33,952	$19,424,957
ADSK	Autodesk, Inc.	+335	27,792	$6,653,404
FBTC	Fidelity Wise Origin Bitcoin Fund	+335	4,869	$287,417
GLDM	World Gold Trust	+202	7,803	$723,260
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HD	Home Depot, Inc.	−28,550	36,420	$11,978,173
ROP	Roper Technologies Inc	−17,199	4,138	$1,464,272
INTU	Intuit Inc.	−15,375	8,199	$3,545,083
MU	Micron Technology Inc	−14,881	102,823	$34,737,722
AAPL	Apple Inc.	−5,089	336,626	$85,432,312
LMT	Lockheed Martin Corp	−4,269	2,147	$1,297,625
KTOS	Kratos Defense & Security Solutions, Inc.	−3,902	144,385	$10,180,586
GOOGL	Alphabet Inc.	−3,013	46,561	$13,389,081
T	At&T Inc.	−2,974	15,981	$463,289
MDLZ	Mondelez International, Inc.	−2,782	7,455	$429,706
NOC	Northrop Grumman Corp /De/	−2,693	2,683	$1,830,449
VZ	Verizon Communications Inc	−2,613	8,117	$407,473
INTC	Intel Corp	−2,260	14,191	$626,248
WMT	Walmart Inc.	−2,185	62,072	$7,714,308
VRSK	Verisk Analytics, Inc.	−2,049	45,173	$8,571,576
GLW	Corning Inc /Ny	−2,035	30,745	$4,180,397
HLI	Houlihan Lokey, Inc.	−1,695	9,559	$1,372,863
NVDA	Nvidia Corp	−1,605	86,109	$15,017,409
GEV	GE Vernova Inc.	−1,346	41,914	$36,586,730
WFC	Wells Fargo & Company/Mn	−1,315	9,377	$746,502
MS	Morgan Stanley	−1,280	150,216	$24,721,047
PEP	Pepsico Inc	−1,249	45,958	$7,136,817
UNH	Unitedhealth Group Inc	−1,247	41,610	$11,259,249
TMO	Thermo Fisher Scientific Inc.	−1,215	13,683	$6,725,604
BRK-B	Berkshire Hathaway Inc	−1,150	32,147	$15,404,842
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
GFS	GLOBALFOUNDRIES Inc.	268,748	$11,953,911
SPGI	S&P Global Inc.	22,892	$9,211,809
ECHO	EchoStar CORP	2,941	$344,302
CARR	CARRIER GLOBAL Corp	5,634	$317,250
CBT	Cabot Corp	2,963	$223,143
AME	Ametek Inc/	967	$207,286
MRVL	Marvell Technology, Inc.	2,033	$201,368
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
AJG	Arthur J. Gallagher & Co.	49,292	$12,756,276
ZTS	Zoetis Inc.	15,037	$1,891,955
MDB	MongoDB, Inc.	712	$298,819
GIS	General Mills Inc	5,006	$232,779
RLI	Rli Corp	3,415	$218,491
UBER	Uber Technologies, Inc	2,510	$205,092
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

159 positions · $941,846,580 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 159 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	336,626	-5,089	$85,432,312	−8.0%	9.07%
MSFT	Microsoft Corp Technology	Added	119,394	+1,943	$44,196,076	−22.2%	4.69%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	179,510	-398	$37,386,547	−10.0%	3.97%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	126,590	-522	$37,237,714	−9.1%	3.95%
AVGO	Broadcom Inc. Technology	Reduced	118,722	-910	$36,745,646	−11.3%	3.90%
GEV	GE Vernova Inc. Industrials	Reduced	41,914	-1,346	$36,586,730	+29.4%	3.88%
MU	Micron Technology Inc Technology	Reduced	102,823	-14,881	$34,737,722	+3.4%	3.69%
MS	Morgan Stanley Financial Services	Reduced	150,216	-1,280	$24,721,047	−8.1%	2.62%
V	Visa Inc. Financial Services	Added	80,277	+2	$24,262,920	−13.8%	2.58%
META	Meta Platforms, Inc. Communication Services	Added	33,952	+463	$19,424,957	−12.1%	2.06%
WELL	Welltower Inc. Real Estate	Added	95,106	+2,140	$18,803,407	+9.0%	2.00%
NFLX	Netflix Inc Communication Services	Added	191,195	+20,601	$18,383,399	+14.9%	1.95%
LLY	ELI LILLY & Co Healthcare	Added	19,092	+957	$17,560,248	−9.9%	1.86%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	99,607	-1,142	$15,666,188	−4.0%	1.66%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	32,147	-1,150	$15,404,842	−8.0%	1.64%
CW	Curtiss Wright Corp Industrials	Reduced	22,246	-406	$15,152,195	+21.3%	1.61%
NVDA	Nvidia Corp Technology	Reduced	86,109	-1,605	$15,017,409	−8.2%	1.59%
GOOGL	Alphabet Inc. Communication Services	Reduced	46,561	-3,013	$13,389,081	−13.7%	1.42%
SPY	Spdr S&P 500 ETF Trust	Reduced	20,070	-433	$13,052,323	−6.6%	1.39%
QXO	QXO, Inc. Industrials	Added	649,265	+35,354	$12,608,726	+6.5%	1.34%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	36,420	-28,550	$11,978,173	−46.4%	1.27%
GFS	GLOBALFOUNDRIES Inc. Technology	NEW	268,748	NEW	$11,953,911	NEW	1.27%
BX	Blackstone Inc. Financial Services	Added	102,007	+3,249	$11,729,784	−22.9%	1.25%
JNJ	Johnson & Johnson Healthcare	Reduced	46,582	-606	$11,386,504	+16.6%	1.21%
UNH	Unitedhealth Group Inc Healthcare	Reduced	41,610	-1,247	$11,259,249	−20.4%	1.20%
SHW	Sherwin Williams Co Basic Materials	Added	34,491	+7	$11,056,090	−1.1%	1.17%
DHR	Danaher Corp /De/ Healthcare	Added	57,058	+1,163	$10,818,196	−15.5%	1.15%
CDNS	Cadence Design Systems Inc Technology	Added	38,928	+563	$10,816,923	−9.8%	1.15%
KTOS	Kratos Defense & Security Solutions, Inc. Industrials	Reduced	144,385	-3,902	$10,180,586	−9.6%	1.08%
SYK	Stryker Corp Healthcare	Added	30,587	+80	$10,050,582	−6.3%	1.07%
VMC	Vulcan Materials CO Basic Materials	Reduced	36,145	-128	$9,842,283	−4.9%	1.04%
EVR	Evercore Inc. Financial Services	Added	31,925	+1,221	$9,529,931	−8.8%	1.01%
RSG	Republic Services, Inc. Industrials	Added	43,445	+176	$9,515,323	+3.8%	1.01%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	9,413	-817	$9,379,395	+6.3%	1.00%
SOLV	Solventum Corp Healthcare	Added	141,689	+53,243	$9,252,291	+32.0%	0.98%
SPGI	S&P Global Inc. Financial Services	NEW	22,892	NEW	$9,211,809	NEW	0.98%
MNST	Monster Beverage Corp Consumer Defensive	Added	122,765	+1,062	$8,895,551	−4.7%	0.94%
DIS	Walt Disney Co Communication Services	Reduced	92,156	-8	$8,881,995	−15.3%	0.94%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	60,506	-716	$8,739,486	−0.4%	0.93%
VRSK	Verisk Analytics, Inc. Industrials	Reduced	45,173	-2,049	$8,571,576	−18.9%	0.91%
WCN	Waste Connections, Inc. Industrials	Reduced	51,863	-17	$8,424,625	−7.4%	0.89%
WMT	Walmart Inc. Consumer Defensive	Reduced	62,072	-2,185	$7,714,308	+7.8%	0.82%
ABBV	AbbVie Inc. Healthcare	Added	34,920	+743	$7,594,750	−2.7%	0.81%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	44,716	-1,099	$7,141,145	+1.5%	0.76%
PEP	Pepsico Inc Consumer Defensive	Reduced	45,958	-1,249	$7,136,817	+5.3%	0.76%
SPOT	Spotify Technology S.A. Communication Services	Reduced	14,230	-123	$6,900,269	−17.2%	0.73%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	13,683	-1,215	$6,725,604	−22.1%	0.71%
NOW	ServiceNow, Inc. Technology	Added	64,057	+10,168	$6,697,159	−18.9%	0.71%
ADSK	Autodesk, Inc. Technology	Added	27,792	+335	$6,653,404	−18.1%	0.71%
PANW	Palo Alto Networks Inc Technology	Reduced	35,360	-758	$5,668,915	−14.8%	0.60%