APPLETON PARTNERS INC/MA
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 29.6% | $282,889,437 |
| Financial Services | 17.5% | $167,294,990 |
| Industrials | 12.9% | $122,684,831 |
| Healthcare | 10.2% | $96,983,464 |
| Consumer Cyclical | 8.3% | $79,646,214 |
| Communication Services | 7.3% | $69,643,911 |
| Consumer Defensive | 5.4% | $51,588,999 |
| Basic Materials | 3.1% | $29,811,699 |
| Real Estate | 2.7% | $25,713,907 |
| Unclassified | 2.0% | $19,526,724 |
| Energy | 0.8% | $7,182,688 |
| Utilities | 0.1% | $1,129,907 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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
3 positions ·
$1,129,907 total
· Utilities 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