APPLETON PARTNERS INC/MA
CIK: 1055290
Holdings (269)
Q3 2026 13F, quarter ended Sep 30, 2026, filed Oct 30, 2026
- AAPL
APPLE INC COM
$106K
317,190 sh6.48%-3.8% - MU
MICRON TECHNOLOGY INC COM
$81K
75,666 sh4.95%-5.6% - GSLC
GOLDMAN SACHS ETF TR ACTIVEBET
$61K
423,245 sh3.77%+0.3% - MSFT
MICROSOFT CORP COM
$61K
119,483 sh3.76%+2.7% - SCHX
SCHWAB STRATEGIC TR US LRG CAP
$56K
1.88M sh3.45%+0.7% - GOOG
ALPHABET INC CAP STK CL C
$46K
134,055 sh2.80%-1.5% - AMZN
AMAZON COM INC COM
$44K
175,977 sh2.69%-0.6% - JPM
JPMORGAN CHASE & CO COM
$40K
121,333 sh2.46%-2.5% - AVGO
BROADCOM INC COM
$39K
110,337 sh2.38%-2.3% - GEV
GE VERNOVA INC COM
$34K
36,044 sh2.10%-6.2% - XLE
SELECT SECTOR SPDR TR ST STR E
$34K
549,410 sh2.07%+0.6% - V
VISA INC COM CL A
$29K
79,394 sh1.75%-0.3% - MS
MORGAN STANLEY COM NEW
$26K
139,796 sh1.61%+0.4% - SCHF
SCHWAB STRATEGIC TR INTL EQTY
$25K
903,539 sh1.52%+1.4% - LLY
ELI LILLY & CO COM
$24K
20,474 sh1.45%+3.8% - WELL
WELLTOWER INC COM
$22K
97,240 sh1.37%-1.0% - META
META PLATFORMS INC CL A
$22K
30,271 sh1.35%-11.1% - IEMG
ISHARES INC CORE MSCI EMKT
$22K
266,836 sh1.33%+0.7% - JPST
J P MORGAN EXCHANGE TRADED FD
$22K
429,109 sh1.33%-4.6% - NVDA
NVIDIA CORPORATION COM
$22K
94,481 sh1.32%+1.4% - GSIE
GOLDMAN SACHS ETF TR ACTIVEBET
$21K
467,089 sh1.31%+1.1% - FLRN
SPDR SERIES TRUST ST STR RATE
$21K
673,574 sh1.28%+33.0% - IBB
ISHARES TR ISHARES BIOTECH
$17K
79,752 sh1.03%+5.8% - BRK.B
BERKSHIRE HATHAWAY INC
$16K
32,394 sh0.99%+0.0% - CIBR
FIRST TR EXCHANGE-TRADED FD II
$16K
154,243 sh0.98%-0.1% - ICE
INTERCONTINENTAL EXCHANGE INC
$16K
103,614 sh0.97%+1.3% - GOOGL
ALPHABET INC CAP STK CL A
$15K
44,477 sh0.94%-1.3% - SOLV
SOLVENTUM CORP COM SHS
$15K
172,139 sh0.93%+16.4% - UNH
UNITEDHEALTH GROUP INC COM
$15K
40,974 sh0.92%+0.8% - JEPI
J P MORGAN EXCHANGE TRADED FD
$15K
265,571 sh0.92%-0.3% - SPY
STATE STR SPDR S&P 500 ETF TR
$15K
19,134 sh0.90%-2.6% - SCHA
SCHWAB STRATEGIC TR US SML CAP
$14K
418,368 sh0.84%+0.1% - GFS
GLOBALFOUNDRIES INC ORDINARY S
$13K
279,144 sh0.82%+2.5% - CDNS
CADENCE DESIGN SYSTEMS INC
$13K
40,325 sh0.82%+2.4% - NFLX
NETFLIX INC. COM
$13K
190,690 sh0.81%-1.2% - PANW
PALO ALTO NETWORKS INC COM
$13K
32,375 sh0.79%-4.0% - CW
CURTISS WRIGHT CORP COM
$13K
23,112 sh0.77%+4.2% - SPIB
SPDR SERIES TRUST ST INTER BD
$12K
379,812 sh0.75%+3.8% - DHR
DANAHER CORP DEL COM
$12K
53,995 sh0.73%-1.4% - BX
BLACKSTONE INC COM
$12K
105,649 sh0.73%+2.0% - JNJ
JOHNSON & JOHNSON COM
$12K
44,537 sh0.72%-2.9% - TER
TERADYNE INC COM
$12K
29,408 sh0.72%+184.4% - SHW
SHERWIN WILLIAMS CO COM
$12K
35,622 sh0.71%+1.3% - MNST
MONSTER BEVERAGE CORP NEW COM
$11K
261,178 sh0.67%+3.6% - SPAB
SPDR SERIES TRUST ST STR AGGRE
$11K
439,618 sh0.66%+6.2% - DIS
DISNEY WALT CO COM
$9K
89,584 sh0.58%-1.8% - VMC
VULCAN MATLS CO COM
$9K
38,065 sh0.57%+1.5% - FSMD
FIDELITY COVINGTON TRUST SML M
$9K
180,461 sh0.54%+8.7% - ABBV
ABBVIE INC COM
$9K
33,904 sh0.54%-0.4% - SPGI
S&P GLOBAL INC COM
$9K
22,445 sh0.54%Split
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 AAPL APPLE INC COM | 317,190 | $106K | -3.8% | 6.48% | Q3 2026 |
 MU MICRON TECHNOLOGY INC COM | 75,666 | $81K | -5.6% | 4.95% | Q3 2026 |
 GSLC GOLDMAN SACHS ETF TR ACTIVEBET | 423,245 | $61K | +0.3% | 3.77% | Q3 2026 |
 MSFT MICROSOFT CORP COM | 119,483 | $61K | +2.7% | 3.76% | Q3 2026 |
 SCHX SCHWAB STRATEGIC TR US LRG CAP | 1.88M | $56K | +0.7% | 3.45% | Q3 2026 |
 GOOG ALPHABET INC CAP STK CL C | 134,055 | $46K | -1.5% | 2.80% | Q3 2026 |
 AMZN AMAZON COM INC COM | 175,977 | $44K | -0.6% | 2.69% | Q3 2026 |
 JPM JPMORGAN CHASE & CO COM | 121,333 | $40K | -2.5% | 2.46% | Q3 2026 |
 AVGO BROADCOM INC COM | 110,337 | $39K | -2.3% | 2.38% | Q3 2026 |
 GEV GE VERNOVA INC COM | 36,044 | $34K | -6.2% | 2.10% | Q3 2026 |
 XLE SELECT SECTOR SPDR TR ST STR E | 549,410 | $34K | +0.6% | 2.07% | Q3 2026 |
 V VISA INC COM CL A | 79,394 | $29K | -0.3% | 1.75% | Q3 2026 |
 MS MORGAN STANLEY COM NEW | 139,796 | $26K | +0.4% | 1.61% | Q3 2026 |
 SCHF SCHWAB STRATEGIC TR INTL EQTY | 903,539 | $25K | +1.4% | 1.52% | Q3 2026 |
 LLY ELI LILLY & CO COM | 20,474 | $24K | +3.8% | 1.45% | Q3 2026 |
 WELL WELLTOWER INC COM | 97,240 | $22K | -1.0% | 1.37% | Q3 2026 |
 META META PLATFORMS INC CL A | 30,271 | $22K | -11.1% | 1.35% | Q3 2026 |
 IEMG ISHARES INC CORE MSCI EMKT | 266,836 | $22K | +0.7% | 1.33% | Q3 2026 |
 JPST J P MORGAN EXCHANGE TRADED FD | 429,109 | $22K | -4.6% | 1.33% | Q3 2026 |
 NVDA NVIDIA CORPORATION COM | 94,481 | $22K | +1.4% | 1.32% | Q3 2026 |
 GSIE GOLDMAN SACHS ETF TR ACTIVEBET | 467,089 | $21K | +1.1% | 1.31% | Q3 2026 |
 FLRN SPDR SERIES TRUST ST STR RATE | 673,574 | $21K | +33.0% | 1.28% | Q3 2026 |
 IBB ISHARES TR ISHARES BIOTECH | 79,752 | $17K | +5.8% | 1.03% | Q3 2026 |
 BRK.B BERKSHIRE HATHAWAY INC | 32,394 | $16K | +0.0% | 0.99% | Q3 2026 |
 CIBR FIRST TR EXCHANGE-TRADED FD II | 154,243 | $16K | -0.1% | 0.98% | Q3 2026 |
 ICE INTERCONTINENTAL EXCHANGE INC | 103,614 | $16K | +1.3% | 0.97% | Q3 2026 |
 GOOGL ALPHABET INC CAP STK CL A | 44,477 | $15K | -1.3% | 0.94% | Q3 2026 |
 SOLV SOLVENTUM CORP COM SHS | 172,139 | $15K | +16.4% | 0.93% | Q3 2026 |
 UNH UNITEDHEALTH GROUP INC COM | 40,974 | $15K | +0.8% | 0.92% | Q3 2026 |
 JEPI J P MORGAN EXCHANGE TRADED FD | 265,571 | $15K | -0.3% | 0.92% | Q3 2026 |
 SPY STATE STR SPDR S&P 500 ETF TR | 19,134 | $15K | -2.6% | 0.90% | Q3 2026 |
 SCHA SCHWAB STRATEGIC TR US SML CAP | 418,368 | $14K | +0.1% | 0.84% | Q3 2026 |
 GFS GLOBALFOUNDRIES INC ORDINARY S | 279,144 | $13K | +2.5% | 0.82% | Q3 2026 |
 CDNS CADENCE DESIGN SYSTEMS INC | 40,325 | $13K | +2.4% | 0.82% | Q3 2026 |
 NFLX NETFLIX INC. COM | 190,690 | $13K | -1.2% | 0.81% | Q3 2026 |
 PANW PALO ALTO NETWORKS INC COM | 32,375 | $13K | -4.0% | 0.79% | Q3 2026 |
 CW CURTISS WRIGHT CORP COM | 23,112 | $13K | +4.2% | 0.77% | Q3 2026 |
 SPIB SPDR SERIES TRUST ST INTER BD | 379,812 | $12K | +3.8% | 0.75% | Q3 2026 |
 DHR DANAHER CORP DEL COM | 53,995 | $12K | -1.4% | 0.73% | Q3 2026 |
 BX BLACKSTONE INC COM | 105,649 | $12K | +2.0% | 0.73% | Q3 2026 |
 JNJ JOHNSON & JOHNSON COM | 44,537 | $12K | -2.9% | 0.72% | Q3 2026 |
 TER TERADYNE INC COM | 29,408 | $12K | +184.4% | 0.72% | Q3 2026 |
 SHW SHERWIN WILLIAMS CO COM | 35,622 | $12K | +1.3% | 0.71% | Q3 2026 |
 MNST MONSTER BEVERAGE CORP NEW COM | 261,178 | $11K | +3.6% | 0.67% | Q3 2026 |
 SPAB SPDR SERIES TRUST ST STR AGGRE | 439,618 | $11K | +6.2% | 0.66% | Q3 2026 |
 DIS DISNEY WALT CO COM | 89,584 | $9K | -1.8% | 0.58% | Q3 2026 |
 VMC VULCAN MATLS CO COM | 38,065 | $9K | +1.5% | 0.57% | Q3 2026 |
 FSMD FIDELITY COVINGTON TRUST SML M | 180,461 | $9K | +8.7% | 0.54% | Q3 2026 |
 ABBV ABBVIE INC COM | 33,904 | $9K | -0.4% | 0.54% | Q3 2026 |
 SPGI S&P GLOBAL INC COM | 22,445 | $9K | Split | 0.54% | Q3 2026 |
1-50 of 269 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About APPLETON PARTNERS INC/MA
APPLETON PARTNERS INC/MA is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1055290). Signal8 holds 16 13F filings from it. Its SEC filings list Massachusetts as its state of incorporation.
Its most recent 13F holdings report covers Q3 2026 (the quarter ended Sep 30, 2026) and was filed on Oct 30, 2026. That report lists 269 securities, not counting options, down from 275 in Q2 2026.
Its five largest reported positions, in order, are APPLE INC COM (AAPL), MICRON TECHNOLOGY INC COM (MU), GOLDMAN SACHS ETF TR ACTIVEBET (GSLC), MICROSOFT CORP COM (MSFT) and SCHWAB STRATEGIC TR US LRG CAP (SCHX). The next five are ALPHABET INC CAP STK CL C (GOOG), AMAZON COM INC COM (AMZN), JPMORGAN CHASE & CO COM (JPM), BROADCOM INC COM (AVGO) and GE VERNOVA INC COM (GEV).
Recent 13F filings by APPLETON PARTNERS INC/MA
- Q3 2026: 13F-HR filed Oct 30, 2026, listing 269 securities.
- Q2 2026: 13F-HR filed Jul 21, 2026, listing 275 securities.
- Q1 2026: 13F-HR filed Apr 28, 2026, listing 262 securities.
- Q4 2025: 13F-HR filed Jan 9, 2026, listing 263 securities.
- Q3 2025: 13F-HR filed Nov 5, 2025, listing 256 securities.
- Q2 2025: 13F-HR filed Jul 22, 2025, listing 251 securities.