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 Market Cap. of $200 Billions or more
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