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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$56.5B
$665,000 0.05% of portfolio
10,670
Q2 2025 Reduced 1.27%
$84.7B
$730,000 0.05% of portfolio
10,827
Q2 2025 Reduced 3.63%
$0
$676,000 0.05% of portfolio
3,303
Q2 2025 Reduced 2.94%
$0
$742,000 0.05% of portfolio
1,307
Q2 2025 Added 14.85%
$0
$644,000 0.05% of portfolio
24,319
Q2 2025 Reduced 0.21%
$177B
$776,000 0.05% of portfolio
3,737
Q2 2025 Reduced 20.57%
$451B
$729,000 0.05% of portfolio
1
Q2 2022 New
$161B
$713,000 0.05% of portfolio
3,214
Q2 2025 Added 1.48%
$253B
$642,000 0.05% of portfolio
2,355
Q2 2025 Added 2.57%
$85.3B
$709,000 0.05% of portfolio
4,656
Q2 2025 Added 6.89%
$136B
$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%
$161B
$643,000 0.05% of portfolio
2,151
Q2 2025 Reduced 8.23%
$115B
$763,000 0.05% of portfolio
2,634
Q2 2025 Reduced 0.94%
$0
$512,000 0.04% of portfolio
6,133
Q2 2025 Added 13.2%
$0
$580,000 0.04% of portfolio
1,324
Q2 2025 Reduced 0.82%
$0
$545,000 0.04% of portfolio
6,725
Q2 2025 Added 72.08%
$0
$568,000 0.04% of portfolio
1,289
Q2 2025 Reduced 47.0%
$0
$587,000 0.04% of portfolio
4,370
Q2 2025 Added 5.63%
$217B
$623,000 0.04% of portfolio
7,869
Q2 2025 Reduced 6.25%
$67.7B
$595,000 0.04% of portfolio
18,226
Q2 2025 Reduced 1.4%
$91.8B
$516,000 0.04% of portfolio
1,560
Q1 2025 Reduced 2.8%
$0
$558,000 0.04% of portfolio
6,635
Q2 2025 Reduced 1.34%
$3.44B
$587,000 0.04% of portfolio
36,577
Q2 2025 New
$0
$497,000 0.04% of portfolio
4,530
Q1 2025 Reduced 18.01%
$66.7B
$513,000 0.04% of portfolio
4,863
Q2 2025 Reduced 2.01%
$0
$510,000 0.04% of portfolio
2,151
Q2 2025 Added 10.76%
$163M
$502,000 0.04% of portfolio
31,650
Q1 2023 New
$41.4B
$577,000 0.04% of portfolio
3,895
Q2 2025 Reduced 5.35%
$0
$594,000 0.04% of portfolio
14,836
Q2 2025 Added 12.32%
$207B
$512,000 0.04% of portfolio
17,694
Q2 2025 Reduced 1.28%
$92.7B
$602,000 0.04% of portfolio
2,632
Q2 2025 Reduced 6.73%
$34.1B
$501,000 0.04% of portfolio
9,497
Q1 2024 Reduced 10.38%
$0
$371,000 0.03% of portfolio
15,549
Q2 2025 Reduced 0.58%
$0
$428,000 0.03% of portfolio
2,190
Q4 2024 Added 70.69%
$0
$387,000 0.03% of portfolio
13,784
Q2 2025 Added 38.66%
$0
$471,000 0.03% of portfolio
14,402
Q2 2025 Reduced 2.06%
$70.4B
$389,000 0.03% of portfolio
4,281
Q2 2025 Reduced 24.44%
$144B
$471,000 0.03% of portfolio
926
Q2 2025 Reduced 19.34%
$10.3B
$355,000 0.03% of portfolio
5,420
Q2 2025 Reduced 3.7%
$146B
$470,000 0.03% of portfolio
2,018
Q1 2025 Reduced 2.09%
$99.4B
$402,000 0.03% of portfolio
17,944
Q2 2025 Reduced 4.88%
$73.9B
$397,000 0.03% of portfolio
3,320
Q2 2025 Added 1.03%
$80.6B
$437,000 0.03% of portfolio
1,768
Q2 2025 Added 21.51%
$0
$361,000 0.03% of portfolio
11,966
Q2 2025 Added 16.84%
$25.5B
$433,000 0.03% of portfolio
1,986
Q2 2025 Reduced 4.57%
$0
$409,000 0.03% of portfolio
2,590
Q2 2025 Reduced 6.33%
$0
$435,000 0.03% of portfolio
4,953
Q2 2025 Reduced 0.7%
$64.1B
$450,000 0.03% of portfolio
1,682
Q2 2025 Reduced 5.29%

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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