Appleton Partners Inc Portfolio Holdings

Appleton Partners Inc

  • $1.41 Billion
  • Q2 2025

Appleton Partners Inc has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.41 Billion distributed in 251 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $71.7M, Microsoft Corp with a value of $58.8M, Goldman Sachs ETF Tr Activebet with a value of $52.1M, Schwab Strategic Tr Us Large C with a value of $45.6M, and Amazon Com Inc with a value of $39.7M.

Examining the 13F form we can see an increase of $119M in the current position value, from $1.29B to 1.41B.

Below you can find more details about Appleton Partners Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.41 Billion
ETFs: $407 Million
Technology: $278 Million
Financial Services: $180 Million
Consumer Cyclical: $110 Million
Communication Services: $110 Million
Healthcare: $95.7 Million
Industrials: $92.3 Million
Consumer Defensive: $50.5 Million
Other: $56.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$201B
$6.41 Million 0.45% of portfolio
48,518
Q2 2025 Reduced 4.98%
$146B
$5.97 Million 0.42% of portfolio
48,347
Q2 2025 Reduced 4.21%
$220B
$5.17 Million 0.37% of portfolio
17,696
Q2 2025 Reduced 5.81%
$108B
$4.78 Million 0.34% of portfolio
21,647
Q2 2025 Reduced 4.36%
$275B
$4.39 Million 0.31% of portfolio
41,793
Q2 2025 Reduced 7.53%
$98.7B
$4.42 Million 0.31% of portfolio
16,032
Q2 2025 Reduced 1.46%
$239B
$3.86 Million 0.27% of portfolio
5,448
Q2 2025 Reduced 1.71%
$26.7B
$3.81 Million 0.27% of portfolio
22,969
Q2 2025 Reduced 0.61%
$738B
$3.61 Million 0.26% of portfolio
4,625
Q2 2025 Reduced 1.32%
$83.4B
$3.66 Million 0.26% of portfolio
17,212
Q2 2025 New
$452B
$3.38 Million 0.24% of portfolio
31,334
Q2 2025 Reduced 4.7%
$22.3B
$3.45 Million 0.24% of portfolio
15,462
Q2 2025 Reduced 3.37%
$15.6B
$3.44 Million 0.24% of portfolio
19,146
Q2 2025 Added 137.72%
$23.9B
$3.35 Million 0.24% of portfolio
-
Q2 2025 Reduced 5.92%
$37.7B
$3.07 Million 0.22% of portfolio
12,645
Q2 2025 Reduced 5.2%
$27.3B
$3.06 Million 0.22% of portfolio
54,168
Q2 2025 Added 2.11%
$106B
$3.04 Million 0.21% of portfolio
126,442
Q2 2025 Reduced 3.29%
$122B
$2.86 Million 0.2% of portfolio
32,802
Q2 2025 Reduced 6.0%
$66.1B
$2.74 Million 0.19% of portfolio
9,715
Q2 2025 New
$126B
$2.45 Million 0.17% of portfolio
7,949
Q2 2025 Reduced 2.33%
$40.6B
$2.23 Million 0.16% of portfolio
29,476
Q2 2025 Reduced 4.94%
$45.7B
$2.31 Million 0.16% of portfolio
43,909
Q2 2025 Added 4.37%
$72.9B
$2.12 Million 0.15% of portfolio
2,669
Q2 2025 Reduced 3.33%
$383B
$1.95 Million 0.14% of portfolio
41,229
Q2 2025 Reduced 7.11%
$220B
$1.92 Million 0.14% of portfolio
14,087
Q2 2025 Reduced 2.4%
$38.8B
$1.8 Million 0.13% of portfolio
26,192
Q2 2025 Reduced 9.56%
$164B
$1.72 Million 0.12% of portfolio
6,171
Q2 2025 Reduced 6.06%
$173B
$1.36 Million 0.1% of portfolio
3,524
Q2 2025 Reduced 3.0%
$280B
$1.45 Million 0.1% of portfolio
20,880
Q2 2025 Added 7.43%
$30.5B
$1.29 Million 0.09% of portfolio
4,460
Q2 2025 Reduced 1.11%
$60.5B
$1.23 Million 0.09% of portfolio
12,470
Q2 2025 Reduced 7.59%
$155B
$1.21 Million 0.09% of portfolio
33,832
Q2 2025 Added 459.02%
$95B
$1.15 Million 0.08% of portfolio
16,195
Q2 2025 Added 377.31%
$283B
$1.08 Million 0.08% of portfolio
4,195
Q2 2025 Reduced 1.73%
$301B
$1.09 Million 0.08% of portfolio
15,434
Q2 2025 Added 0.49%
$642B
$1.02 Million 0.07% of portfolio
4,656
Q2 2025 Reduced 14.58%
$253B
$966,000 0.07% of portfolio
3,277
Q2 2025 Reduced 6.5%
$121B
$805,000 0.06% of portfolio
1,808
Q2 2025 Added 0.84%
$313B
$883,000 0.06% of portfolio
11,018
Q2 2025 Reduced 0.81%
$104B
$791,000 0.06% of portfolio
1,809
Q2 2025 Added 20.28%
$38.5B
$790,000 0.06% of portfolio
3,772
Q2 2025 Reduced 1.31%
$97B
$730,000 0.05% of portfolio
10,827
Q2 2025 Reduced 3.63%
$177B
$776,000 0.05% of portfolio
3,737
Q2 2025 Reduced 20.57%
$429B
$729,000 0.05% of portfolio
1
Q2 2022 New
$141B
$713,000 0.05% of portfolio
3,214
Q2 2025 Added 1.48%
$264B
$642,000 0.05% of portfolio
2,355
Q2 2025 Added 2.57%
$83.6B
$709,000 0.05% of portfolio
4,656
Q2 2025 Added 6.89%
$141B
$681,000 0.05% of portfolio
2,961
Q2 2025 Reduced 11.59%
$220B
$655,000 0.05% of portfolio
1,687
Q2 2025 Reduced 4.58%

Summary

  • Portfolio
  • No. of Stocks 251
  • Current Value $1.41 Billion
  • Prior Value $1.29 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 153 stocks
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