Appleton Partners Inc Portfolio Holdings

Appleton Partners Inc

  • $1.49 Billion
  • Q3 2025

Appleton Partners Inc has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.49 Billion distributed in 256 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $88.6M, Microsoft Corp with a value of $60.8M, Goldman Sachs ETF Tr Activebet with a value of $56M, Schwab Strategic Tr Us Large C with a value of $49.1M, and Broadcom Inc. with a value of $41.1M.

Examining the 13F form we can see an increase of $76.8M in the current position value, from $1.41B to 1.49B.

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

Portfolio value $1.49 Billion
ETFs: $434 Million
Technology: $309 Million
Financial Services: $189 Million
Communication Services: $118 Million
Consumer Cyclical: $112 Million
Healthcare: $91.7 Million
Industrials: $89.5 Million
Consumer Defensive: $50.6 Million
Other: $62.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$279B
$6.64 Million 0.45% of portfolio
64,448
Q3 2025 Reduced 2.09%
$224B
$5.35 Million 0.36% of portfolio
17,593
Q3 2025 Reduced 0.58%
$359B
$4.84 Million 0.33% of portfolio
39,599
Q3 2025 Reduced 5.25%
$100B
$4.43 Million 0.3% of portfolio
16,379
Q3 2025 Added 2.16%
$26.3B
$4.35 Million 0.29% of portfolio
23,256
Q3 2025 Added 1.25%
$265B
$4.3 Million 0.29% of portfolio
5,400
Q3 2025 Reduced 0.88%
$84B
$4.16 Million 0.28% of portfolio
21,626
Q3 2025 Reduced 0.1%
$23.9B
$4.24 Million 0.28% of portfolio
-
Q3 2025 Reduced 3.24%
$15.6B
$3.86 Million 0.26% of portfolio
20,249
Q3 2025 Added 5.76%
$490B
$3.54 Million 0.24% of portfolio
31,385
Q3 2025 Added 0.16%
$86.7B
$3.37 Million 0.23% of portfolio
5,533
Q3 2025 Reduced 74.13%
$28.7B
$3.22 Million 0.22% of portfolio
54,863
Q3 2025 Added 1.28%
$19B
$3.22 Million 0.22% of portfolio
15,687
Q3 2025 Added 1.46%
$77.2B
$3.28 Million 0.22% of portfolio
15,450
Q3 2025 Reduced 10.24%
$128B
$3.13 Million 0.21% of portfolio
32,893
Q3 2025 Added 0.28%
$123B
$3.2 Million 0.21% of portfolio
6,415
Q3 2025 Reduced 58.8%
$34.9B
$2.85 Million 0.19% of portfolio
11,983
Q3 2025 Reduced 5.24%
$57.5B
$2.69 Million 0.18% of portfolio
9,866
Q3 2025 Added 1.55%
$11.4B
$2.72 Million 0.18% of portfolio
6,716
Q3 2025 Reduced 0.01%
$102B
$2.72 Million 0.18% of portfolio
127,279
Q3 2025 Added 0.66%
$104B
$2.32 Million 0.16% of portfolio
7,909
Q3 2025 Reduced 0.5%
$55.6B
$2.37 Million 0.16% of portfolio
16,173
Q3 2025 Reduced 80.01%
$37.9B
$2.42 Million 0.16% of portfolio
29,338
Q3 2025 Reduced 0.47%
$79.2B
$2.31 Million 0.15% of portfolio
33,078
Q3 2025 Added 104.25%
$8.94B
$2.23 Million 0.15% of portfolio
10,835
Q3 2025 New
$19.9B
$2.19 Million 0.15% of portfolio
28,053
Q3 2025 Added 7.11%
$71.5B
$2.04 Million 0.14% of portfolio
2,605
Q3 2025 Reduced 2.4%
$413B
$2.11 Million 0.14% of portfolio
40,971
Q3 2025 Reduced 0.63%
$228B
$1.84 Million 0.12% of portfolio
13,757
Q3 2025 Reduced 2.34%
$183B
$1.52 Million 0.1% of portfolio
5,377
Q3 2025 Reduced 12.87%
$79.6B
$1.47 Million 0.1% of portfolio
11,913
Q3 2025 Reduced 4.47%
$319B
$1.45 Million 0.1% of portfolio
21,120
Q3 2025 Added 1.15%
$593B
$1.43 Million 0.1% of portfolio
5,094
Q3 2025 Added 9.41%
$26.8B
$1.25 Million 0.08% of portfolio
4,460
Q2 2025 Reduced 1.11%
$328B
$1.19 Million 0.08% of portfolio
3,969
Q3 2025 Reduced 5.39%
$151B
$1.22 Million 0.08% of portfolio
3,461
Q3 2025 Reduced 1.79%
$120B
$1.11 Million 0.07% of portfolio
35,153
Q3 2025 Added 3.9%
$317B
$931,000 0.06% of portfolio
11,113
Q3 2025 Added 0.86%
$306B
$929,000 0.06% of portfolio
14,014
Q3 2025 Reduced 9.2%
$15.1B
$915,000 0.06% of portfolio
6,547
Q3 2025 New
$266B
$923,000 0.06% of portfolio
3,270
Q3 2025 Reduced 0.21%
$453B
$754,000 0.05% of portfolio
1
Q2 2022 New
$96.9B
$754,000 0.05% of portfolio
1,786
Q3 2025 Reduced 1.27%
$111B
$708,000 0.05% of portfolio
1,808
Q2 2025 Added 0.84%
$91.4B
$688,000 0.05% of portfolio
4,431
Q3 2025 Reduced 4.83%
$291B
$788,000 0.05% of portfolio
1,652
Q3 2025 Reduced 2.07%
$37.1B
$744,000 0.05% of portfolio
3,712
Q3 2025 Reduced 1.59%
$97.3B
$529,000 0.04% of portfolio
6,249
Q3 2025 Added 37.52%
$258B
$646,000 0.04% of portfolio
3,863
Q3 2025 Reduced 7.41%

Summary

  • Portfolio
  • No. of Stocks 256
  • Current Value $1.49 Billion
  • Prior Value $1.41 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 116 stocks
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