§ 13F · FUND PROFILE
APPLETON PARTNERS INC/MA.
AUM · $2M (13F)Positions · 275Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$39K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 330K | $95K | 5.8% | −2% |
| 2 | MU | MICRON TECHNOLOGY INC COM | 80K | $93K | 5.7% | −22% |
| 3 | GSLC | GOLDMAN SACHS ETF TR ACTIVEBET | 422K | $60K | 3.7% | ±0% |
| 4 | SCHX | SCHWAB STRATEGIC TR US LRG CAP | 1.86M | $55K | 3.4% | +1% |
| 5 | GOOG | ALPHABET INC CAP STK CL C | 136K | $48K | 2.9% | −1% |
| 6 | GEV | GE VERNOVA INC COM | 38K | $45K | 2.8% | −8% |
| 7 | MSFT | MICROSOFT CORP COM | 116K | $43K | 2.7% | −3% |
| 8 | AVGO | BROADCOM INC COM | 113K | $43K | 2.6% | −5% |
| 9 | AMZN | AMAZON COM INC COM | 177K | $42K | 2.6% | −1% |
| 10 | JPM | JPMORGAN CHASE & CO COM | 124K | $41K | 2.5% | −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 $2 million in assets. The fund runs a broad portfolio of 275 positions.
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