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 Market Cap. of $2 Billions to $10 Billions
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