APPLETON PARTNERS INC/MA
Top Portfolio Positions
160 positions ·
$954,096,771 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
336,626 | $85,432,312 | 8.95% | |
| MSFT |
Microsoft Corp
Technology
|
119,394 | $44,196,076 | 4.63% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
179,510 | $37,386,547 | 3.92% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
126,590 | $37,237,714 | 3.90% | |
| AVGO |
Broadcom Inc.
Technology
|
118,722 | $36,745,646 | 3.85% | |
| GEV |
GE Vernova Inc.
Industrials
|
41,914 | $36,586,730 | 3.83% | |
| MU |
Micron Technology Inc
Technology
|
102,823 | $34,737,722 | 3.64% | |
| MS |
Morgan Stanley
Financial Services
|
150,216 | $24,721,047 | 2.59% | |
| V |
Visa Inc.
Financial Services
|
80,277 | $24,262,920 | 2.54% | |
| META |
Meta Platforms, Inc.
Communication Services
|
33,952 | $19,424,957 | 2.04% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GFS
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,953,911 | 268,748 | Shares | Sole | 2026-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||