Appleton Partners Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Appleton Partners Inc. reported 275 stock positions worth $1.6 billion. Its top holding was Apple (AAPL) at 5.8% of the portfolio, followed by Micron Technology (MU, 5.7%) and Goldman Activebeta US LC ETF (GSLC, 3.7%). Compared with Q1 2026, it opened 21 new positions, sold out of 9, added to 68 and reduced 149. The biggest buy was Globalfoundries (GFS, shares +1%) and the biggest sale JPM Diver Ret US MC Equity (JPME, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001055290
- Portfolio Value
- $1.6B (Q2 2026)
- SEC Filing
- 0001193125-26-309955 ↗ filed Jul 21, 2026
Holdings Value
Holdings 275 stocks · $1.6B
| AAPL Apple Inc. | 5.85% | 329,859 | $95.4M | Reduce -2.0% |
| MU Micron Technology Inc. | 5.67% | 80,158 | $92.5M | Reduce -22.0% |
| GSLC Goldman Activebeta US LC ETF | 3.67% | 421,782 | $59.8M | Add +0.3% |
| SCHX Schwab US Large-Cap ETF | 3.36% | 1,863,107 | $54.8M | Add +0.9% |
| GOOG Alphabet Inc. Class C | 2.95% | 136,098 | $48.1M | Reduce -0.7% |
| GEV GE Vernova Inc. | 2.77% | 38,422 | $45.1M | Reduce -8.3% |
| MSFT Microsoft Corp. | 2.66% | 116,361 | $43.4M | Reduce -2.5% |
| AVGO Broadcom Inc. | 2.61% | 112,946 | $42.7M | Reduce -4.9% |
| AMZN Amazon.com Inc. | 2.59% | 177,012 | $42.2M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 2.50% | 124,463 | $40.7M | Reduce -1.7% |
| MS Morgan Stanley | 1.78% | 139,249 | $29.1M | Reduce -7.3% |
| XLE SS Energy Select Sector | 1.78% | 546,298 | $29.0M | Add +5.0% |
| V Visa Inc. Class A | 1.67% | 79,657 | $27.3M | Reduce -0.8% |
| SCHF Schwab Intl Equity ETF | 1.51% | 891,546 | $24.7M | Add +2.9% |
| LLY Eli Lilly & Co. | 1.45% | 19,717 | $23.6M | Add +3.3% |
| JPST JPMorgan Ultra-Short Income | 1.39% | 449,897 | $22.8M | Reduce -1.1% |
| GFS Globalfoundries Inc. | 1.37% | 272,241 | $22.4M | Add +1.3% |
| WELL Welltower Inc. | 1.37% | 98,216 | $22.3M | Add +3.3% |
| IEMG iShares Core MSCI Emerging | 1.35% | 265,013 | $22.0M | Reduce -0.8% |
| GSIE Goldman Sachs Activebeta Int | 1.29% | 461,827 | $21.1M | Add +3.5% |
| META Meta Platforms Inc. Class A | 1.18% | 34,052 | $19.2M | Add +0.3% |
| NVDA Nvidia Corp. | 1.14% | 93,167 | $18.6M | Add +8.2% |
| UNH Unitedhealth Group Inc. | 1.04% | 40,664 | $16.9M | Reduce -2.3% |
| CW Curtiss-Wright Corp. | 1.03% | 22,183 | $16.8M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.99% | 32,382 | $16.2M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 0.99% | 45,047 | $16.1M | Reduce -3.3% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.96% | 506,531 | $15.6M | Add +13.0% |
| SCHA Schwab US Small-Cap ETF | 0.93% | 418,124 | $15.1M | Reduce -4.8% |
| JEPI JPMorgan Equity Premium Inco | 0.92% | 266,226 | $15.0M | Add +2.9% |
| CDNS Cadence Design SYS Inc. | 0.91% | 39,379 | $14.8M | Add +1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.90% | 19,653 | $14.7M | Reduce -2.1% |
| IBB iShares Biotechnology ETF | 0.88% | 75,359 | $14.3M | Add +1.8% |
| CIBR First Trust Nasdaq Cybersecu | 0.85% | 154,397 | $13.9M | Reduce -5.6% |
| NFLX Netflix Inc. | 0.84% | 192,935 | $13.8M | Add +0.9% |
| ICE Intercontinental Exchange Inc. | 0.77% | 102,328 | $12.6M | Add +2.7% |
| SPIB SS SPDR P Int C Corp. ETF | 0.75% | 365,813 | $12.2M | Add +7.3% |
| BX Blackstone Inc. | 0.75% | 103,558 | $12.2M | Add +1.5% |
| MNST Monster Beverage Corp. | 0.74% | 126,064 | $12.1M | Add +2.7% |
| SHW The Sherwin-Williams Co. | 0.74% | 35,179 | $12.1M | Add +2.0% |
| HD Home Depot Inc. | 0.73% | 33,556 | $11.8M | Reduce -7.9% |
| JNJ Johnson & Johnson | 0.71% | 45,874 | $11.7M | Reduce -1.5% |
| PANW Palo Alto Networks Inc. | 0.70% | 33,733 | $11.5M | Reduce -4.6% |
| BKNG Booking Holdings Inc. | 0.70% | 64,020 | $11.4M | Add +5.6% |
| SOLV Solventum Corp. | 0.70% | 147,817 | $11.4M | Add +4.3% |
| QXO Qxo Inc. | 0.69% | 651,107 | $11.3M | Add +0.3% |
| VMC Vulcan Materials Co. | 0.68% | 37,503 | $11.1M | Add +3.8% |
| EVR Evercore Inc. Class A | 0.67% | 32,222 | $11.0M | Add +0.9% |
| SPAB SS SPDR P Agg Bond ETF | 0.65% | 413,999 | $10.6M | Add +8.4% |
| SYK Stryker Corp. | 0.64% | 33,267 | $10.5M | Add +8.8% |
| DHR Danaher Corp. | 0.64% | 54,777 | $10.4M | Reduce -4.0% |
| SPGI S&P Global Inc. | 0.56% | 22,607 | $9.2M | Reduce -1.2% |
| WCN Waste Connections Inc. | 0.55% | 54,277 | $9.0M | Add +4.7% |
| RSG Republic Services Inc. | 0.55% | 41,740 | $8.9M | Reduce -3.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.54% | 91,189 | $8.8M | Reduce -1.1% |
| FSMD Fidelity Small-Mid Multifact | 0.54% | 166,023 | $8.8M | New |
| AVSC Avantis US Small Cap Equity | 0.53% | 117,484 | $8.6M | New |
| COST Costco Wholesale Corp. | 0.53% | 9,181 | $8.6M | Reduce -2.5% |
| ABBV Abbvie Inc. | 0.53% | 34,054 | $8.6M | Reduce -2.5% |
| IAGG iShares Intl Aggregate Bond | 0.48% | 153,964 | $7.8M | Add +7.0% |
| PG The Procter & Gamble Co. | 0.47% | 52,716 | $7.7M | Reduce -12.9% |
| VRSK Verisk Analytics Inc. | 0.47% | 42,860 | $7.7M | Reduce -5.1% |
| KTOS Kratos Defense & Security | 0.46% | 149,089 | $7.4M | Add +3.3% |
| SPOT Spotify Technology SA | 0.41% | 14,636 | $6.7M | Add +2.9% |
| WMT Walmart Inc. | 0.41% | 58,907 | $6.7M | Reduce -5.1% |
| NOW ServiceNow Inc. | 0.41% | 66,962 | $6.6M | Add +4.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.41% | 43,849 | $6.6M | Reduce -1.9% |
| PEP Pepsico Inc. | 0.37% | 45,024 | $6.1M | Reduce -2.0% |
| GLW Corning Inc. | 0.37% | 23,739 | $6.1M | Reduce -22.8% |
| CNSWF Constellation Software Inc. | 0.37% | 3,159 | $6.0M | Add +38.8% |
| TMO Thermo Fisher Scientific Inc. | 0.35% | 11,519 | $5.8M | Reduce -15.8% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.35% | 111,463 | $5.7M | Reduce -11.2% |
| EMLP First Trust North American E | 0.34% | 128,718 | $5.6M | Reduce -0.0% |
| SCHH Schwab US REIT ETF | 0.34% | 233,742 | $5.5M | Add +2.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.33% | 120,402 | $5.5M | Reduce -6.8% |
| IWM iShares Russell 2000 ETF | 0.33% | 17,750 | $5.3M | Reduce -2.6% |
| ADSK Autodesk Inc. | 0.32% | 26,947 | $5.2M | Reduce -3.0% |
| MHVIY Mitsubishi Heavy Industr-ADR filed as MHVIY | 0.32% | 461,847 | $5.2M | New |
| GS Goldman Sachs Group Inc. | 0.32% | 5,090 | $5.1M | Reduce -0.9% |
| TER Teradyne Inc. | 0.31% | 10,342 | $5.0M | New |
| FPE FT-Preferred Secur & Inc. ETF | 0.29% | 260,298 | $4.7M | Add +10.6% |
| HACK Amplify Cybersecurity ETF | 0.28% | 43,494 | $4.6M | Reduce -1.1% |
| XLK SS Technology Select Sector | 0.28% | 23,910 | $4.6M | Add +1.8% |
| MCD McDonald's Corp. | 0.27% | 16,532 | $4.5M | Reduce -1.8% |
| DGX Quest Diagnostics Inc. | 0.27% | 20,823 | $4.4M | Reduce -1.4% |
| HSY The Hershey Co. | 0.26% | 24,385 | $4.3M | Add +3.0% |
| COMB Graniteshares Bcom Broad STR | 0.26% | 175,603 | $4.2M | Reduce -2.0% |
| IVV iShares Core S&P 500 ETF | 0.26% | 5,616 | $4.2M | Add +7.8% |
| LVMUY LVMH Moet Hennessy-Unsp ADR | 0.25% | 36,795 | $4.1M | Reduce -4.4% |
| XOM Exxon Mobil Corp. | 0.24% | 28,815 | $3.9M | Reduce -4.6% |
| SPHY SS SPDR P High Yield ETF | 0.22% | 155,989 | $3.7M | Add +7.5% |
| BKLN Invesco Senior Loan ETF | 0.21% | 169,946 | $3.5M | Add +5.2% |
| CME Cme Group Inc. | 0.20% | 15,093 | $3.3M | Reduce -6.4% |
| CRH CRH PLC | 0.20% | 30,408 | $3.3M | Reduce -8.7% |
| AMT American Tower Corp. | 0.19% | 19,185 | $3.1M | Reduce -3.2% |
| EFA iShares MSCI Eafe ETF | 0.19% | 29,467 | $3.1M | Reduce -2.9% |
| APD Air Products & Chemicals Inc. | 0.18% | 10,288 | $3.0M | Reduce -1.9% |
| COF Capital One Financial Corp. | 0.18% | 14,678 | $2.9M | Reduce -0.1% |
| TEL Te Connectivity PLC | 0.18% | 14,340 | $2.9M | Reduce -4.0% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 40,186 | $2.9M | Add +1.2% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.15% | 20,152 | $2.5M | Reduce -78.2% |
Portfolio Sells Q1 2026 → Q2 2026
| JPME JPM Diver Ret US MC Equity | Reduce -78.2% | 0.15% | −0.59 |
| JPSE JPM Diversified RT Small Cap | Reduce -81.6% | 0.13% | −0.57 |
| MSFT Microsoft Corp. | Reduce -2.5% | 2.66% | −0.42 |
| JPST JPMorgan Ultra-Short Income | Reduce -1.1% | 1.39% | −0.21 |
| ADSK Autodesk Inc. | Reduce -3.0% | 0.32% | −0.14 |
| HON Honeywell International Inc. | Reduce -0.1% | 0.11% | −0.14 |
| PG The Procter & Gamble Co. | Reduce -12.9% | 0.47% | −0.14 |
| WMT Walmart Inc. | Reduce -5.1% | 0.41% | −0.13 |
| COST Costco Wholesale Corp. | Reduce -2.5% | 0.53% | −0.13 |
| CME Cme Group Inc. | Reduce -6.4% | 0.20% | −0.13 |
| VRSK Verisk Analytics Inc. | Reduce -5.1% | 0.47% | −0.13 |
| PEP Pepsico Inc. | Reduce -2.0% | 0.37% | −0.12 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.12 |
| INTU Intuit Inc. | Reduce -3.4% | 0.13% | −0.12 |
| RSG Republic Services Inc. | Reduce -3.9% | 0.55% | −0.12 |
| XOM Exxon Mobil Corp. | Reduce -4.6% | 0.24% | −0.12 |
| DHR Danaher Corp. | Reduce -4.0% | 0.64% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Reduce -15.8% | 0.35% | −0.12 |
| SPGI S&P Global Inc. | Reduce -1.2% | 0.56% | −0.12 |
| AAPL Apple Inc. | Reduce -2.0% | 5.85% | −0.11 |
| HD Home Depot Inc. | Reduce -7.9% | 0.73% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -1.7% | 2.50% | −0.10 |
| JMST JPM Ultra-Short Muni Income | Reduce -11.2% | 0.35% | −0.10 |
| TJX TJX Companies Inc. | Reduce -1.9% | 0.41% | −0.09 |
| MCD McDonald's Corp. | Reduce -1.8% | 0.27% | −0.09 |
| DIS The Walt Disney Co. | Reduce -1.1% | 0.54% | −0.08 |
| JNJ Johnson & Johnson | Reduce -1.5% | 0.71% | −0.08 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -6.8% | 0.33% | −0.08 |
| ROL Rollins Inc. | Reduce -3.8% | 0.14% | −0.07 |
| COMB Graniteshares Bcom Broad STR | Reduce -2.0% | 0.26% | −0.07 |
| SYY Sysco Corp. | Reduce -48.3% | 0.08% | −0.07 |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | Reduce -5.3% | 0.10% | −0.06 |
| EMLP First Trust North American E | Reduce -0.0% | 0.34% | −0.05 |
| AMT American Tower Corp. | Reduce -3.2% | 0.19% | −0.05 |
| CRH CRH PLC | Reduce -8.7% | 0.20% | −0.04 |
| MDT Medtronic PLC | Reduce -2.8% | 0.15% | −0.04 |
| TEL Te Connectivity PLC | Reduce -4.0% | 0.18% | −0.04 |
| BR Broadridge Financial Solutio | Reduce -3.5% | 0.10% | −0.04 |
| LVMUY LVMH Moet Hennessy-Unsp ADR | Reduce -4.4% | 0.25% | −0.04 |
| CTAS Cintas Corp. | Reduce -5.7% | 0.15% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -1.9% | 0.18% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -5.8% | 0.06% | −0.03 |
| SCHB Schwab US Broad Market ETF | Sold out | 0.00% | −0.03 |
| CW Curtiss-Wright Corp. | Reduce -0.3% | 1.03% | −0.03 |
| XOP SS SPDR S&P Og Exp & Prod | Reduce -1.1% | 0.07% | −0.03 |
| ABT Abbott Laboratories | Reduce -4.5% | 0.07% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 2.59% | −0.02 |
| ROP Roper Technologies Inc. | Reduce -6.6% | 0.08% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -7.2% | 0.05% | −0.02 |
| ADM Archer-Daniels-Midland Co. | Reduce -40.7% | 0.03% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| GFS Globalfoundries Inc. | Add +1.3% | 1.37% | +0.54 |
| FSMD Fidelity Small-Mid Multifact | New | 0.54% | +0.54 |
| AVSC Avantis US Small Cap Equity | New | 0.53% | +0.53 |
| MHVIY Mitsubishi Heavy Industr-ADR | New | 0.32% | +0.32 |
| TER Teradyne Inc. | New | 0.31% | +0.31 |
| LLY Eli Lilly & Co. | Add +3.3% | 1.45% | +0.22 |
| CDNS Cadence Design SYS Inc. | Add +1.2% | 0.91% | +0.15 |
| MNST Monster Beverage Corp. | Add +2.7% | 0.74% | +0.12 |
| NVDA Nvidia Corp. | Add +8.2% | 1.14% | +0.09 |
| CNSWF Constellation Software Inc. | Add +38.8% | 0.37% | +0.09 |
| GPC Genuine Parts Co. | New | 0.08% | +0.08 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Add +442.5% | 0.08% | +0.07 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | New | 0.06% | +0.06 |
| XLK SS Technology Select Sector | Add +1.8% | 0.28% | +0.06 |
| SCHX Schwab US Large-Cap ETF | Add +0.9% | 3.36% | +0.06 |
| WELL Welltower Inc. | Add +3.3% | 1.37% | +0.05 |
| SOLV Solventum Corp. | Add +4.3% | 0.70% | +0.05 |
| AMD Advanced Micro Devices | New | 0.03% | +0.03 |
| VXUS Vanguard Total Intl Stock | New | 0.03% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.03% | +0.03 |
| AMAT Applied Materials Inc. | New | 0.02% | +0.02 |
| BND Vanguard Total Bond Market | New | 0.02% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +7.8% | 0.26% | +0.02 |
| SCHF Schwab Intl Equity ETF | Add +2.9% | 1.51% | +0.02 |
| LRCX Lam Research Corp. | New | 0.02% | +0.02 |
| SMTH Alps SMTH Cor BD Plus ETF | New | 0.02% | +0.02 |
| RSPT Invesco S&P 500 Equal Weight | New | 0.02% | +0.02 |
| FPX First Trust US Equity Opport | New | 0.01% | +0.01 |
| MDB Mongodb Inc. | New | 0.01% | +0.01 |
| SPYX SS SPDR S&P 500 Foss FL ETF | New | 0.01% | +0.01 |
| IGM iShares Expanded Tech Sector | New | 0.01% | +0.01 |
| PH Parker Hannifin Corp. | New | 0.01% | +0.01 |
| MDYV SS SPDR S&P 400 MC Val ETF | New | 0.01% | +0.01 |
| VSGX Vanguard ESG Intl Stock ETF | New | 0.01% | +0.01 |
| MAA Mid-America Apartment Comm | Add +12.6% | 0.09% | +0.01 |
| EVR Evercore Inc. Class A | Add +0.9% | 0.67% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +18.7% | 0.04% | +0.01 |
| IBB iShares Biotechnology ETF | Add +1.8% | 0.88% | +0.01 |
| MRK Merck & Co. Inc. | Add +14.8% | 0.06% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +9.5% | 0.06% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +20.1% | 0.03% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Add +0.3% | 0.14% | +0.00 |
| JEPQ JPM Nasdaq Equity Premium | Add +15.8% | 0.03% | +0.00 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +23.8% | 0.02% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +2.5% | 0.08% | +0.00 |
| IBM Intl Business Machines Corp. | Add +2.0% | 0.05% | +0.00 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +4.4% | 0.03% | +0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +9.1% | 0.05% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.4% | 0.04% | +0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +7.3% | 0.03% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 275 | $1.6B | AAPL, MU, GSLC, SCHX, GOOG |
| Q1 2026 | 262 | $1.4B | AAPL, GSLC, SCHX, MSFT, GOOG |
| Q4 2025 | 263 | $1.5B | AAPL, MSFT, GSLC, SCHX, GOOG |
| Q3 2025 | 256 | $1.5B | AAPL, MSFT, GSLC, SCHX, AVGO |
| Q2 2025 | 251 | $1.4B | AAPL, MSFT, GSLC, SCHX, AMZN |
| Q1 2025 | 243 | $1.3B | AAPL, GSLC, MSFT, SCHX, AMZN |
| Q4 2024 | 253 | $1.4B | AAPL, MSFT, GSLC, SCHX, AMZN |
| Q3 2024 | 255 | $1.4B | AAPL, MSFT, GSLC, SCHX, AMZN |
| Q2 2024 | 259 | $1.3B | AAPL, MSFT, GSLC, SCHX, AMZN |
| Q1 2024 | 273 | $1.3B | AAPL, MSFT, GSLC, SCHX, AMZN |