Appleton Partners Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 1, 2024), Appleton Partners Inc. reported 273 stock positions worth $1.3 billion. Its top holding was Apple (AAPL) at 5.3% of the portfolio, followed by Microsoft (MSFT, 4.0%) and Goldman Activebeta US LC ETF (GSLC, 3.7%). Compared with Q4 2023, it opened 7 new positions, sold out of 19, added to 63 and reduced 178. The biggest buy was Micron Technology (MU, shares +23%) and the biggest sale Apple (AAPL, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001055290
- Portfolio Value
- $1.3B (Q1 2024)
- SEC Filing
- 0000950123-24-003036 ↗ filed Apr 1, 2024
Holdings Value
Holdings 273 stocks · $1.3B
| AAPL Apple Inc. | 5.34% | 401,200 | $68.8M | Reduce -6.5% |
| MSFT Microsoft Corp. | 3.97% | 121,499 | $51.1M | Reduce -3.9% |
| GSLC Goldman Activebeta US LC ETF | 3.66% | 454,359 | $47.2M | Reduce -1.8% |
| SCHX Schwab US Large-Cap ETF | 3.20% | 663,535 | $41.2M | Add +0.3% |
| AMZN Amazon.com Inc. | 2.75% | 196,387 | $35.4M | Reduce -2.5% |
| JPST JPMorgan Ultra-Short Income | 2.53% | 646,836 | $32.6M | Reduce -24.6% |
| JPM JPMorgan Chase & Co. | 2.50% | 161,121 | $32.3M | Reduce -5.2% |
| V Visa Inc. Class A | 2.13% | 98,104 | $27.4M | Reduce -6.9% |
| HD Home Depot Inc. | 2.03% | 68,218 | $26.2M | Reduce -4.7% |
| GOOG Alphabet Inc. Class C | 1.96% | 166,209 | $25.3M | Add +0.6% |
| AVGO Broadcom Inc. | 1.96% | 19,013 | $25.2M | Reduce -8.2% |
| XLE SS Energy Select Sector | 1.80% | 245,556 | $23.2M | Reduce -0.7% |
| TMO Thermo Fisher Scientific Inc. | 1.70% | 37,714 | $21.9M | Reduce -6.7% |
| UNH Unitedhealth Group Inc. | 1.49% | 38,919 | $19.3M | Add +11.0% |
| MU Micron Technology Inc. | 1.35% | 147,998 | $17.4M | Add +23.0% |
| SCHF Schwab Intl Equity ETF | 1.31% | 431,446 | $16.8M | Add +1.4% |
| INTU Intuit Inc. | 1.26% | 25,027 | $16.3M | Reduce -8.4% |
| ICE Intercontinental Exchange Inc. | 1.22% | 114,358 | $15.7M | Reduce -5.2% |
| MS Morgan Stanley | 1.19% | 162,241 | $15.3M | Add +3.0% |
| GSIE Goldman Sachs Activebeta Int | 1.17% | 438,032 | $15.0M | Add +0.7% |
| ZTS Zoetis Inc. | 1.16% | 88,617 | $15.0M | Add +1.6% |
| MRK Merck & Co. Inc. | 1.07% | 104,162 | $13.7M | Reduce -0.5% |
| JEPI JPMorgan Equity Premium Inco | 1.04% | 230,501 | $13.3M | Add +7.8% |
| BX Blackstone Inc. | 1.01% | 98,837 | $13.0M | Add +16.0% |
| IEMG iShares Core MSCI Emerging | 1.00% | 249,735 | $12.9M | Add +4.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.99% | 24,448 | $12.8M | Reduce -3.4% |
| DHR Danaher Corp. | 0.99% | 50,920 | $12.7M | Add +0.2% |
| CMG Chipotle Mexican Grill Inc. | 0.97% | 4,308 | $12.5M | Reduce -1.9% |
| EQIX Equinix Inc. | 0.97% | 15,168 | $12.5M | Add +5.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.96% | 49,305 | $12.3M | Reduce -3.5% |
| ROP Roper Technologies Inc. | 0.95% | 21,854 | $12.3M | Add +24.9% |
| NFLX Netflix Inc. | 0.92% | 19,602 | $11.9M | Add +27.3% |
| PG The Procter & Gamble Co. | 0.91% | 72,171 | $11.7M | Reduce -7.3% |
| SHW The Sherwin-Williams Co. | 0.91% | 33,580 | $11.7M | Reduce -6.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.90% | 304,519 | $11.5M | Reduce -4.1% |
| COST Costco Wholesale Corp. | 0.86% | 15,133 | $11.1M | Reduce -12.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.85% | 89,711 | $11.0M | Add +0.8% |
| SCHA Schwab US Small-Cap ETF | 0.83% | 216,811 | $10.7M | Add +3.7% |
| NOC Northrop Grumman Corp. | 0.81% | 21,935 | $10.5M | Add +29.9% |
| SYK Stryker Corp. | 0.81% | 29,317 | $10.5M | Add +0.5% |
| PEP Pepsico Inc. | 0.80% | 58,573 | $10.3M | Reduce -6.4% |
| VRSK Verisk Analytics Inc. | 0.78% | 42,737 | $10.1M | Add +2.4% |
| IBB iShares Biotechnology ETF | 0.78% | 72,932 | $10.0M | Add +1.2% |
| RSG Republic Services Inc. | 0.78% | 52,274 | $10.0M | Reduce -8.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.72% | 181,911 | $9.2M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 0.71% | 60,450 | $9.1M | Reduce -3.1% |
| JNJ Johnson & Johnson | 0.70% | 57,408 | $9.1M | Reduce -5.0% |
| STZ Constellation Brands Inc. Class A | 0.70% | 33,217 | $9.0M | Add +7.2% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.68% | 87,745 | $8.7M | Add +0.4% |
| VMC Vulcan Materials Co. | 0.67% | 31,757 | $8.7M | Reduce -4.9% |
| BKNG Booking Holdings Inc. | 0.67% | 2,375 | $8.6M | Add +16.0% |
| PANW Palo Alto Networks Inc. | 0.62% | 28,049 | $8.0M | Reduce -13.6% |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.61% | 173,199 | $7.8M | Add +0.7% |
| ABBV Abbvie Inc. | 0.60% | 42,276 | $7.7M | Reduce -3.6% |
| CP Canadian Pacific Kansas City | 0.60% | 87,215 | $7.7M | Reduce -1.6% |
| IQV Iqvia Holdings Inc. | 0.58% | 29,749 | $7.5M | Add +23.0% |
| LMT Lockheed Martin Corp. | 0.58% | 16,430 | $7.5M | Reduce -7.6% |
| SPIB SS SPDR P Int C Corp. ETF | 0.58% | 228,012 | $7.5M | Reduce -0.9% |
| WCN Waste Connections Inc. | 0.57% | 43,004 | $7.4M | Reduce -1.1% |
| CIBR First Trust Nasdaq Cybersecu | 0.56% | 126,810 | $7.2M | Add +2.1% |
| MNST Monster Beverage Corp. | 0.55% | 120,100 | $7.1M | Add +4.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.51% | 64,150 | $6.5M | Reduce -6.7% |
| SBUX Starbucks Corp. | 0.50% | 70,430 | $6.4M | Reduce -3.8% |
| CNSWF Constellation Software Inc. | 0.50% | 2,337 | $6.4M | Add +43.0% |
| ADSK Autodesk Inc. | 0.50% | 24,496 | $6.4M | Add +159.7% |
| LVMUY LVMH Moet Hennessy-Unsp ADR | 0.49% | 34,981 | $6.3M | Add +5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 14,607 | $6.1M | Reduce -6.3% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.47% | 197,178 | $6.1M | Reduce -3.5% |
| DHI D.R. Horton Inc. | 0.47% | 36,900 | $6.1M | Reduce -26.1% |
| SPAB SS SPDR P Agg Bond ETF | 0.47% | 238,874 | $6.0M | Add +10.5% |
| AMGN Amgen Inc. | 0.45% | 20,313 | $5.8M | Add +1.4% |
| IAGG iShares Intl Aggregate Bond | 0.44% | 112,756 | $5.6M | Add +1.2% |
| HSY The Hershey Co. | 0.42% | 28,019 | $5.5M | Reduce -5.3% |
| MCD McDonald's Corp. | 0.42% | 19,296 | $5.4M | Reduce -12.5% |
| AMT American Tower Corp. | 0.40% | 26,275 | $5.2M | Reduce -1.8% |
| HERO Global X Video Games& Esport | 0.39% | 243,286 | $5.0M | Add +8.6% |
| XOM Exxon Mobil Corp. | 0.39% | 43,032 | $5.0M | Reduce -4.4% |
| IWM iShares Russell 2000 ETF | 0.37% | 22,733 | $4.8M | Reduce -9.6% |
| ACN Accenture PLC Class A | 0.35% | 13,135 | $4.6M | Reduce -6.5% |
| NVDA Nvidia Corp. | 0.33% | 4,679 | $4.2M | Reduce -7.8% |
| WSO Watsco Inc. | 0.32% | 9,586 | $4.1M | Add +4.1% |
| WMT Walmart Inc. | 0.32% | 68,575 | $4.1M | No change |
| EMLP First Trust North American E | 0.32% | 138,423 | $4.1M | Add +0.9% |
| PFFD Global X US Preferred ETF | 0.32% | 202,778 | $4.1M | Add +3.1% |
| SCHH Schwab US REIT ETF | 0.31% | 199,333 | $4.0M | Add +6.4% |
| LLY Eli Lilly & Co. | 0.31% | 5,073 | $3.9M | Reduce -5.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.27% | 53,722 | $3.5M | Reduce -3.0% |
| CME Cme Group Inc. | 0.27% | 16,241 | $3.5M | Add +2.6% |
| ADBE Adobe Inc. | 0.26% | 6,730 | $3.4M | Reduce -18.5% |
| META Meta Platforms Inc. Class A | 0.26% | 6,944 | $3.4M | Reduce -4.9% |
| MDT Medtronic PLC | 0.25% | 37,310 | $3.3M | Reduce -19.8% |
| HACK Amplify Cybersecurity ETF | 0.25% | 50,209 | $3.2M | Reduce -4.9% |
| COMB Graniteshares Bcom Broad STR | 0.24% | 158,763 | $3.2M | Add +8.0% |
| BKLN Invesco Senior Loan ETF | 0.22% | 134,663 | $2.8M | Add +1.8% |
| IVV iShares Core S&P 500 ETF | 0.22% | 5,291 | $2.8M | Reduce -1.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 11,006 | $2.8M | Add +1.4% |
| BR Broadridge Financial Solutio | 0.21% | 13,330 | $2.7M | Reduce -3.4% |
| EFA iShares MSCI Eafe ETF | 0.21% | 33,632 | $2.7M | Add +4.4% |
| GS Goldman Sachs Group Inc. | 0.21% | 6,395 | $2.7M | Reduce -17.5% |
| DFS Discover Financial Services | 0.20% | 19,909 | $2.6M | Reduce -1.6% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -6.5% | 5.34% | −1.32 |
| JPST JPMorgan Ultra-Short Income | Reduce -24.6% | 2.53% | −0.94 |
| CSCO Cisco Systems Inc. | Reduce -78.0% | 0.06% | −0.23 |
| PANW Palo Alto Networks Inc. | Reduce -13.6% | 0.62% | −0.15 |
| DHI D.R. Horton Inc. | Reduce -26.1% | 0.47% | −0.14 |
| ADBE Adobe Inc. | Reduce -18.5% | 0.26% | −0.13 |
| INTU Intuit Inc. | Reduce -8.4% | 1.26% | −0.11 |
| CF CF Industries Holdings Inc. | Reduce -87.2% | 0.02% | −0.11 |
| MCD McDonald's Corp. | Reduce -12.5% | 0.42% | −0.10 |
| V Visa Inc. Class A | Reduce -6.9% | 2.13% | −0.09 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.08 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.07 |
| LMT Lockheed Martin Corp. | Reduce -7.6% | 0.58% | −0.07 |
| SBUX Starbucks Corp. | Reduce -3.8% | 0.50% | −0.07 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.06 |
| AMT American Tower Corp. | Reduce -1.8% | 0.40% | −0.06 |
| PEP Pepsico Inc. | Reduce -6.4% | 0.80% | −0.06 |
| WAB Wabtec Corp. | Reduce -60.0% | 0.05% | −0.06 |
| JNJ Johnson & Johnson | Reduce -5.0% | 0.70% | −0.06 |
| MDT Medtronic PLC | Reduce -19.8% | 0.25% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -12.0% | 0.86% | −0.06 |
| TSLA Tesla Inc. | Reduce -52.5% | 0.03% | −0.06 |
| ACN Accenture PLC Class A | Reduce -6.5% | 0.35% | −0.04 |
| LINDE PLC/OLD | Sold out | 0.00% | −0.04 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.04 |
| PAYX Paychex Inc. | Reduce -21.4% | 0.13% | −0.04 |
| VRSN Verisign Inc. | Reduce -14.3% | 0.11% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -9.6% | 0.37% | −0.04 |
| GS Goldman Sachs Group Inc. | Reduce -17.5% | 0.21% | −0.03 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -3.5% | 0.47% | −0.03 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -0.9% | 0.58% | −0.03 |
| ICE Intercontinental Exchange Inc. | Reduce -5.2% | 1.22% | −0.03 |
| JMST JPM Ultra-Short Muni Income | Reduce -0.2% | 0.72% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.7% | 1.70% | −0.03 |
| ITW Illinois Tool Works | Reduce -44.7% | 0.03% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -15.7% | 0.10% | −0.03 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -12.3% | 0.20% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -30.9% | 0.08% | −0.03 |
| SRE Sempra | Sold out | 0.00% | −0.02 |
| CVS CVS Health Corp. | Reduce -43.7% | 0.03% | −0.02 |
| LGRVF Legrand SA | Sold out | 0.00% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.02 |
| BTAFF British American Tobacco PLC | Reduce -60.0% | 0.02% | −0.02 |
| INTC Intel Corp. | Reduce -6.9% | 0.08% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -36.4% | 0.05% | −0.02 |
| KO The Coca-Cola Co. | Reduce -20.6% | 0.08% | −0.02 |
| PM Philip Morris International | Reduce -34.4% | 0.03% | −0.02 |
| HSY The Hershey Co. | Reduce -5.3% | 0.42% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| MU Micron Technology Inc. | Add +23.0% | 1.35% | +0.53 |
| NFLX Netflix Inc. | Add +27.3% | 0.92% | +0.32 |
| ADSK Autodesk Inc. | Add +159.7% | 0.50% | +0.31 |
| DIS The Walt Disney Co. | Add +0.8% | 0.85% | +0.20 |
| SCHX Schwab US Large-Cap ETF | Add +0.3% | 3.20% | +0.19 |
| ROP Roper Technologies Inc. | Add +24.9% | 0.95% | +0.18 |
| NOC Northrop Grumman Corp. | Add +29.9% | 0.81% | +0.18 |
| CNSWF Constellation Software Inc. | Add +43.0% | 0.50% | +0.17 |
| CRH CRH PLC | New | 0.15% | +0.15 |
| IQV Iqvia Holdings Inc. | Add +23.0% | 0.58% | +0.13 |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | New | 0.13% | +0.13 |
| SYK Stryker Corp. | Add +0.5% | 0.81% | +0.11 |
| BX Blackstone Inc. | Add +16.0% | 1.01% | +0.11 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.10% | +0.10 |
| STZ Constellation Brands Inc. Class A | Add +7.2% | 0.70% | +0.10 |
| JEPI JPMorgan Equity Premium Inco | Add +7.8% | 1.04% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 1.96% | +0.09 |
| BKNG Booking Holdings Inc. | Add +16.0% | 0.67% | +0.08 |
| LVMUY LVMH Moet Hennessy-Unsp ADR | Add +5.3% | 0.49% | +0.06 |
| MUB iShares National Muni Bond E | New | 0.05% | +0.05 |
| EQIX Equinix Inc. | Add +5.8% | 0.97% | +0.04 |
| DHR Danaher Corp. | Add +0.2% | 0.99% | +0.04 |
| SCHF Schwab Intl Equity ETF | Add +1.4% | 1.31% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +69.0% | 0.08% | +0.04 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +61.1% | 0.08% | +0.03 |
| SCHA Schwab US Small-Cap ETF | Add +3.7% | 0.83% | +0.03 |
| JPME JPM Diver Ret US MC Equity | Add +0.4% | 0.68% | +0.03 |
| HERO Global X Video Games& Esport | Add +8.6% | 0.39% | +0.03 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | New | 0.02% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +4.3% | 1.00% | +0.02 |
| SPAB SS SPDR P Agg Bond ETF | Add +10.5% | 0.47% | +0.02 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +52.2% | 0.06% | +0.02 |
| GSIE Goldman Sachs Activebeta Int | Add +0.7% | 1.17% | +0.02 |
| CTAS Cintas Corp. | Add +18.6% | 0.09% | +0.02 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +66.5% | 0.05% | +0.02 |
| XLK SS Technology Select Sector | Add +7.4% | 0.17% | +0.02 |
| SCHC Schwab Intl Small-Cap Equity | New | 0.02% | +0.02 |
| MNST Monster Beverage Corp. | Add +4.1% | 0.55% | +0.02 |
| SPXE Proshares S&P 500 Ex-Energy | New | 0.02% | +0.02 |
| CIBR First Trust Nasdaq Cybersecu | Add +2.1% | 0.56% | +0.02 |
| COMB Graniteshares Bcom Broad STR | Add +8.0% | 0.24% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +4.4% | 0.21% | +0.01 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +67.4% | 0.03% | +0.01 |
| EMLP First Trust North American E | Add +0.9% | 0.32% | +0.01 |
| INVH Invitation Homes Inc. | Add +10.6% | 0.11% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.4% | 0.21% | +0.01 |
| PFFD Global X US Preferred ETF | Add +3.1% | 0.32% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +42.1% | 0.03% | +0.01 |
| WELL Welltower Inc. | Add +5.5% | 0.19% | +0.01 |
| XLC SS Comm Select Sector SPDR | Add +2.7% | 0.08% | +0.01 |
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 |