§ 13F · FUND PROFILE
APPLETON PARTNERS INC/MA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1M (13F)Positions · 256Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$24K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 337K | $85K | 6.0% | −1% |
| 2 | GSLC | GOLDMAN SACHS ETF TR ACTIVEBET | 420K | $53K | 3.7% | −1% |
| 3 | SCHX | SCHWAB STRATEGIC TR US LRG CAP | 1.85M | $47K | 3.3% | ±0% |
| 4 | MSFT | MICROSOFT CORP COM | 119K | $44K | 3.1% | +2% |
| 5 | GOOG | ALPHABET INC CAP STK CL C | 137K | $39K | 2.7% | −1% |
| 6 | AMZN | AMAZON COM INC COM | 180K | $37K | 2.6% | ±0% |
| 7 | JPM | JPMORGAN CHASE & CO COM | 127K | $37K | 2.6% | ±0% |
| 8 | AVGO | BROADCOM INC COM | 119K | $37K | 2.6% | −1% |
| 9 | GEV | GE VERNOVA INC COM | 42K | $37K | 2.6% | −3% |
| 10 | MU | MICRON TECHNOLOGY INC COM | 103K | $35K | 2.4% | −13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE APPLETON SIGNAL
AC read
APPLETON PARTNERS INC/MA is a Other fund managing $1 million in assets. The fund runs a broad portfolio of 256 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed