APPLETON PARTNERS INC/MA

CIK

1055290

Location

BOSTON, MA

Portfolio Value

Small $282,889,437

Diversification

Diversified

Filing Date

Global Rank

#1,558 / 8,232 ▲ 43

Top Industry

Semiconductors 10.7%

3Y Alpha vs SPY

-4.4%

Period ended 2 months ago

Filed Apr 28, 2026 · 47d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+57.8%

SPY

+76.3%

Annualised alpha

-4.4%

Max drawdown

−17.6%

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

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

Top Position

9.0%

−0.0 pts

Top 5

25.3%

−1.2 pts

Top 10

39.9%

+0.0 pts

HHI

253

Diversified−4

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.6%	$282,889,437	29
Financial Services	17.5%	$167,294,990	22
Industrials	12.9%	$122,684,831	27
Healthcare	10.2%	$96,983,464	16
Consumer Cyclical	8.3%	$79,646,214	16
Communication Services	7.3%	$69,643,911	10
Consumer Defensive	5.4%	$51,588,999	12
Basic Materials	3.1%	$29,811,699	8
Real Estate	2.7%	$25,713,907	4
Unclassified	2.0%	$19,526,724	8
Energy	0.8%	$7,182,688	5
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	$1,514,422
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
XOM	Exxon Mobil Corp	−1,326	30,218	$5,126,785
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
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	$9,736,883
SATS	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

29 positions · $282,889,437 total · Technology only · as of Mar 31, 2026

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

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%	30.20%
MSFT	Microsoft Corp Technology	Added	119,394	+1,943	$44,196,076	−22.2%	15.62%
AVGO	Broadcom Inc. Technology	Reduced	118,722	-910	$36,745,646	−11.3%	12.99%
MU	Micron Technology Inc Technology	Reduced	102,823	-14,881	$34,737,722	+3.4%	12.28%
NVDA	Nvidia Corp Technology	Reduced	86,109	-1,605	$15,017,409	−8.2%	5.31%
GFS	GLOBALFOUNDRIES Inc. Technology	NEW	268,748	NEW	$11,953,911	NEW	4.23%
CDNS	Cadence Design Systems Inc Technology	Added	38,928	+563	$10,816,923	−9.8%	3.82%
NOW	ServiceNow, Inc. Technology	Added	64,057	+10,168	$6,697,159	−18.9%	2.37%
ADSK	Autodesk, Inc. Technology	Added	27,792	+335	$6,653,404	−18.1%	2.35%
PANW	Palo Alto Networks Inc Technology	Reduced	35,360	-758	$5,668,915	−14.8%	2.00%
GLW	Corning Inc /Ny Technology	Reduced	30,745	-2,035	$4,180,397	+45.6%	1.48%
INTU	Intuit Inc. Technology	Reduced	8,199	-15,375	$3,545,083	−77.3%	1.25%
TEL	TE Connectivity plc Technology	Reduced	14,945	-187	$3,123,803	−9.3%	1.10%
BR	Broadridge Financial Solutions, Inc. Technology	Added	12,137	+65	$1,972,019	−26.8%	0.70%
ADP	Automatic Data Processing Inc Technology	Reduced	7,847	-255	$1,594,353	−23.5%	0.56%
CSCO	Cisco Systems, Inc. Technology	Reduced	20,269	-66	$1,572,671	+0.4%	0.56%
ROP	Roper Technologies Inc Technology	Reduced	4,138	-17,199	$1,464,272	−84.6%	0.52%
APH	Amphenol Corp /De/ Technology	Reduced	11,347	-375	$1,433,693	−9.5%	0.51%
VRSN	Verisign Inc/Ca Technology	Reduced	4,257	-167	$1,057,268	−1.6%	0.37%
TXN	Texas Instruments Inc Technology	Reduced	4,258	-119	$826,648	+8.9%	0.29%
ORCL	Oracle Corp Technology	Reduced	5,193	-948	$763,942	−36.2%	0.27%
IBM	International Business Machines Corp Technology	Reduced	2,993	-34	$725,473	−19.1%	0.26%
INTC	Intel Corp Technology	Reduced	14,191	-2,260	$626,248	+3.2%	0.22%
ADBE	Adobe Inc. Technology	Reduced	2,406	-940	$584,850	−50.1%	0.21%
CRM	Salesforce, Inc. Technology	Reduced	1,960	-76	$365,873	−32.2%	0.13%
Q	Qnity Electronics, Inc. Technology	Reduced	2,996	-784	$345,678	+12.0%	0.12%
ACN	Accenture plc Technology	Reduced	1,740	-1,034	$345,024	−53.6%	0.12%
FTV	Fortive Corp Technology	Reduced	4,365	-215	$241,297	−4.6%	0.09%
MRVL	Marvell Technology, Inc. Technology	NEW	2,033	NEW	$201,368	NEW	0.07%