§ 13F · FUND PROFILE
APPLETON PARTNERS INC/MA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.4T (13F)Positions · 251Turnover · — · Q4Filed · Jan 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 342K | $92.9B | 6.1% | −2% |
| 2 | MSFT | MICROSOFT CORP COM | 117K | $56.8B | 3.7% | ±0% |
| 3 | GSLC | GOLDMAN SACHS ETF TR ACTIVEBET | 423K | $56.0B | 3.7% | −1% |
| 4 | SCHX | SCHWAB STRATEGIC TR US LRG CAP | 1.85M | $49.7B | 3.3% | −1% |
| 5 | GOOG | ALPHABET INC CAP STK CL C | 138K | $43.4B | 2.9% | −4% |
| 6 | AMZN | AMAZON COM INC COM | 180K | $41.5B | 2.7% | −1% |
| 7 | AVGO | BROADCOM INC COM | 120K | $41.4B | 2.7% | −4% |
| 8 | JPM | JPMORGAN CHASE & CO. COM | 127K | $41.0B | 2.7% | −1% |
| 9 | MU | MICRON TECHNOLOGY INC COM | 118K | $33.6B | 2.2% | −10% |
| 10 | GEV | GE VERNOVA INC COM | 43K | $28.3B | 1.9% | −2% |
§ 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 $1413.2 trillion in assets. The fund runs a broad portfolio of 251 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed