Appleton Partners Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Appleton Partners Inc. reported 251 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 5.1% of the portfolio, followed by Microsoft (MSFT, 4.2%) and Goldman Activebeta US LC ETF (GSLC, 3.7%). Compared with Q1 2025, it opened 13 new positions, sold out of 5, added to 66 and reduced 154. The biggest buy was ServiceNow (NOW, shares +814%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001055290
- Portfolio Value
- $1.4B (Q2 2025)
- SEC Filing
- 0000950123-25-006529 ↗ filed Jul 22, 2025
Holdings Value
Holdings 251 stocks · $1.4B
| AAPL Apple Inc. | 5.07% | 349,357 | $71.7M | Reduce -1.4% |
| MSFT Microsoft Corp. | 4.16% | 118,307 | $58.8M | Reduce -3.3% |
| GSLC Goldman Activebeta US LC ETF | 3.69% | 429,334 | $52.1M | Reduce -1.2% |
| SCHX Schwab US Large-Cap ETF | 3.22% | 1,864,340 | $45.6M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 2.81% | 180,847 | $39.7M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 2.65% | 129,067 | $37.4M | Reduce -7.3% |
| AVGO Broadcom Inc. | 2.64% | 135,361 | $37.3M | Reduce -10.9% |
| V Visa Inc. Class A | 2.12% | 84,510 | $30.0M | Reduce -2.8% |
| GOOG Alphabet Inc. Class C | 1.94% | 154,711 | $27.4M | Add +0.3% |
| GEV GE Vernova Inc. | 1.80% | 47,967 | $25.4M | Reduce -2.5% |
| META Meta Platforms Inc. Class A | 1.70% | 32,606 | $24.1M | Add +2.2% |
| HD Home Depot Inc. | 1.66% | 63,979 | $23.5M | Reduce -0.2% |
| JPST JPMorgan Ultra-Short Income | 1.65% | 460,530 | $23.3M | Reduce -4.5% |
| XLE SS Energy Select Sector | 1.64% | 272,588 | $23.1M | Reduce -0.2% |
| NFLX Netflix Inc. | 1.60% | 16,926 | $22.7M | Reduce -3.9% |
| MS Morgan Stanley | 1.54% | 154,906 | $21.8M | Add +0.1% |
| SCHF Schwab Intl Equity ETF | 1.34% | 858,567 | $19.0M | Add +0.4% |
| ICE Intercontinental Exchange Inc. | 1.26% | 96,884 | $17.8M | Add +0.6% |
| INTU Intuit Inc. | 1.23% | 22,080 | $17.4M | Reduce -7.6% |
| GSIE Goldman Sachs Activebeta Int | 1.22% | 434,855 | $17.2M | Add +0.2% |
| MU Micron Technology Inc. | 1.20% | 138,009 | $17.0M | Reduce -10.9% |
| IEMG iShares Core MSCI Emerging | 1.12% | 263,714 | $15.8M | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.12% | 32,454 | $15.8M | Add +23.8% |
| UNH Unitedhealth Group Inc. | 1.11% | 50,378 | $15.7M | Add +36.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.09% | 48,290 | $15.5M | Reduce -0.4% |
| JEPI JPMorgan Equity Premium Inco | 1.05% | 260,440 | $14.8M | Add +0.2% |
| BX Blackstone Inc. | 1.03% | 97,463 | $14.6M | Add +0.3% |
| TMO Thermo Fisher Scientific Inc. | 0.99% | 34,512 | $14.0M | Reduce -3.8% |
| WELL Welltower Inc. | 0.97% | 89,430 | $13.7M | Add +9.6% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.96% | 441,986 | $13.6M | Reduce -5.9% |
| NVDA Nvidia Corp. | 0.95% | 85,267 | $13.5M | Add +1.5% |
| VRSK Verisk Analytics Inc. | 0.94% | 42,724 | $13.3M | Reduce -3.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.93% | 21,169 | $13.1M | Reduce -3.0% |
| ROP Roper Technologies Inc. | 0.91% | 22,655 | $12.8M | Add +0.3% |
| ZTS Zoetis Inc. | 0.89% | 80,909 | $12.6M | Reduce -2.6% |
| BKNG Booking Holdings Inc. | 0.89% | 2,178 | $12.6M | Reduce -4.1% |
| CIBR First Trust Nasdaq Cybersecu | 0.87% | 163,057 | $12.3M | Add +10.2% |
| SHW The Sherwin-Williams Co. | 0.84% | 34,439 | $11.8M | Reduce -0.1% |
| SYK Stryker Corp. | 0.83% | 29,509 | $11.7M | Add +1.3% |
| NOW ServiceNow Inc. | 0.82% | 11,321 | $11.6M | Add +814.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.82% | 93,828 | $11.6M | Reduce -4.3% |
| CMG Chipotle Mexican Grill Inc. | 0.82% | 206,791 | $11.6M | Add +0.2% |
| DHR Danaher Corp. | 0.79% | 56,755 | $11.2M | Reduce -3.6% |
| SCHA Schwab US Small-Cap ETF | 0.79% | 441,378 | $11.2M | Reduce -1.6% |
| CW Curtiss-Wright Corp. | 0.79% | 22,743 | $11.1M | Reduce -5.7% |
| RSG Republic Services Inc. | 0.76% | 43,406 | $10.7M | Reduce -5.9% |
| NOC Northrop Grumman Corp. | 0.76% | 21,391 | $10.7M | Add +2.6% |
| COST Costco Wholesale Corp. | 0.73% | 10,438 | $10.3M | Reduce -4.0% |
| MRVL Marvell Technology Inc. | 0.73% | 133,186 | $10.3M | Reduce -11.9% |
| PG The Procter & Gamble Co. | 0.72% | 63,704 | $10.1M | Reduce -3.6% |
| SPOT Spotify Technology SA | 0.70% | 12,924 | $9.9M | New |
| VMC Vulcan Materials Co. | 0.67% | 36,422 | $9.5M | Reduce -0.5% |
| SPIB SS SPDR P Int C Corp. ETF | 0.67% | 281,200 | $9.4M | Add +2.2% |
| IBB iShares Biotechnology ETF | 0.66% | 73,894 | $9.3M | Reduce -5.7% |
| WCN Waste Connections Inc. | 0.66% | 49,805 | $9.3M | Add +0.8% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.65% | 88,477 | $9.2M | Add +0.9% |
| CNSWF Constellation Software Inc. | 0.64% | 2,473 | $9.1M | Reduce -1.0% |
| GOOGL Alphabet Inc. Class A | 0.64% | 51,486 | $9.1M | Reduce -5.6% |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.59% | 182,143 | $8.3M | Reduce -0.1% |
| EVR Evercore Inc. Class A | 0.58% | 30,380 | $8.2M | Reduce -13.1% |
| PANW Palo Alto Networks Inc. | 0.55% | 38,218 | $7.8M | Reduce -2.0% |
| SPAB SS SPDR P Agg Bond ETF | 0.55% | 304,336 | $7.8M | Add +4.3% |
| ADSK Autodesk Inc. | 0.55% | 25,038 | $7.8M | Add +0.8% |
| MNST Monster Beverage Corp. | 0.53% | 120,265 | $7.5M | Reduce -1.3% |
| ABBV Abbvie Inc. | 0.52% | 39,742 | $7.4M | Add +5.3% |
| LMT Lockheed Martin Corp. | 0.51% | 15,570 | $7.2M | Reduce -2.2% |
| JNJ Johnson & Johnson | 0.51% | 46,980 | $7.2M | Reduce -2.2% |
| IAGG iShares Intl Aggregate Bond | 0.46% | 126,629 | $6.5M | Add +3.0% |
| WMT Walmart Inc. | 0.46% | 65,824 | $6.4M | Reduce -4.0% |
| PEP Pepsico Inc. | 0.45% | 48,518 | $6.4M | Reduce -5.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.42% | 48,347 | $6.0M | Reduce -4.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.41% | 113,012 | $5.8M | Reduce -7.5% |
| MCD McDonald's Corp. | 0.37% | 17,696 | $5.2M | Reduce -5.8% |
| AMT American Tower Corp. | 0.34% | 21,647 | $4.8M | Reduce -4.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.34% | 58,493 | $4.8M | Reduce -0.8% |
| EMLP First Trust North American E | 0.33% | 125,720 | $4.7M | Reduce -0.8% |
| CME Cme Group Inc. | 0.31% | 16,032 | $4.4M | Reduce -1.5% |
| LVMUY LVMH Moet Hennessy-Unsp ADR | 0.31% | 41,793 | $4.4M | Reduce -7.5% |
| SCHH Schwab US REIT ETF | 0.31% | 207,261 | $4.4M | Add +0.5% |
| IWM iShares Russell 2000 ETF | 0.29% | 18,905 | $4.1M | Reduce -2.5% |
| PFFD Global X US Preferred ETF | 0.29% | 214,421 | $4.0M | Reduce -5.7% |
| HACK Amplify Cybersecurity ETF | 0.29% | 46,680 | $4.0M | Reduce -2.6% |
| GS Goldman Sachs Group Inc. | 0.27% | 5,448 | $3.9M | Reduce -1.7% |
| HSY The Hershey Co. | 0.27% | 22,969 | $3.8M | Reduce -0.6% |
| COF Capital One Financial Corp. | 0.26% | 17,212 | $3.7M | New |
| COMB Graniteshares Bcom Broad STR | 0.26% | 171,902 | $3.6M | Add +1.6% |
| LLY Eli Lilly & Co. | 0.26% | 4,625 | $3.6M | Reduce -1.3% |
| CTAS Cintas Corp. | 0.24% | 15,462 | $3.4M | Reduce -3.4% |
| DGX Quest Diagnostics Inc. | 0.24% | 19,146 | $3.4M | Add +137.7% |
| XOM Exxon Mobil Corp. | 0.24% | 31,334 | $3.4M | Reduce -4.7% |
| IVV iShares Core S&P 500 ETF | 0.24% | 5,402 | $3.4M | Add +8.9% |
| CRH CRH PLC | 0.24% | 36,521 | $3.4M | Reduce -5.9% |
| XLK SS Technology Select Sector | 0.22% | 12,176 | $3.1M | Reduce -0.2% |
| BR Broadridge Financial Solutio | 0.22% | 12,645 | $3.1M | Reduce -5.2% |
| ROL Rollins Inc. | 0.22% | 54,168 | $3.1M | Add +2.1% |
| BKLN Invesco Senior Loan ETF | 0.22% | 145,866 | $3.1M | Add +0.1% |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | 0.21% | 126,442 | $3.0M | Reduce -3.3% |
| SPHY SS SPDR P High Yield ETF | 0.21% | 126,845 | $3.0M | Add +1.5% |
| WSO Watsco Inc. | 0.21% | 6,717 | $3.0M | Reduce -1.3% |
| MDT Medtronic PLC | 0.20% | 32,802 | $2.9M | Reduce -6.0% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.4% | 5.07% | −1.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.8% | 0.99% | −0.39 |
| XLE SS Energy Select Sector | Reduce -0.2% | 1.64% | −0.34 |
| JPST JPMorgan Ultra-Short Income | Reduce -4.5% | 1.65% | −0.24 |
| V Visa Inc. Class A | Reduce -2.8% | 2.12% | −0.23 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.23 |
| AJG Arthur J Gallagher & Co. | Reduce -0.4% | 1.09% | −0.20 |
| ZTS Zoetis Inc. | Reduce -2.6% | 0.89% | −0.16 |
| HD Home Depot Inc. | Reduce -0.2% | 1.66% | −0.16 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -5.9% | 0.96% | −0.15 |
| PG The Procter & Gamble Co. | Reduce -3.6% | 0.72% | −0.15 |
| DHR Danaher Corp. | Reduce -3.6% | 0.79% | −0.14 |
| PEP Pepsico Inc. | Reduce -5.0% | 0.45% | −0.14 |
| LVMUY LVMH Moet Hennessy-Unsp ADR | Reduce -7.5% | 0.31% | −0.12 |
| IBB iShares Biotechnology ETF | Reduce -5.7% | 0.66% | −0.11 |
| JNJ Johnson & Johnson | Reduce -2.2% | 0.51% | −0.11 |
| RSG Republic Services Inc. | Reduce -5.9% | 0.76% | −0.11 |
| SHW The Sherwin-Williams Co. | Reduce -0.1% | 0.84% | −0.09 |
| MCD McDonald's Corp. | Reduce -5.8% | 0.37% | −0.09 |
| VRSK Verisk Analytics Inc. | Reduce -3.2% | 0.94% | −0.07 |
| JMST JPM Ultra-Short Muni Income | Reduce -7.5% | 0.41% | −0.07 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -4.0% | 0.73% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -4.7% | 0.24% | −0.06 |
| WSO Watsco Inc. | Reduce -1.3% | 0.21% | −0.06 |
| TJX TJX Companies Inc. | Reduce -4.2% | 0.42% | −0.05 |
| PFFD Global X US Preferred ETF | Reduce -5.7% | 0.29% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -1.3% | 0.26% | −0.04 |
| AMT American Tower Corp. | Reduce -4.4% | 0.34% | −0.04 |
| DD Dupont DE Nemours Inc. | Reduce -9.6% | 0.13% | −0.04 |
| MDT Medtronic PLC | Reduce -6.0% | 0.20% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -2.2% | 0.51% | −0.04 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -47.0% | 0.04% | −0.04 |
| AMGN Amgen Inc. | Reduce -6.1% | 0.12% | −0.04 |
| HSY The Hershey Co. | Reduce -0.6% | 0.27% | −0.04 |
| EMLP First Trust North American E | Reduce -0.8% | 0.33% | −0.03 |
| BR Broadridge Financial Solutio | Reduce -5.2% | 0.22% | −0.03 |
| JPSE JPM Diversified RT Small Cap | Reduce -0.1% | 0.59% | −0.03 |
| CRH CRH PLC | Reduce -5.9% | 0.24% | −0.03 |
| EQIX Equinix Inc. | Reduce -3.3% | 0.15% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -25.8% | 0.06% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.6% | 0.79% | −0.02 |
| SYY Sysco Corp. | Reduce -4.9% | 0.16% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.8% | 0.34% | −0.02 |
| XOP SS SPDR S&P Og Exp & Prod | Reduce -8.3% | 0.09% | −0.02 |
| CME Cme Group Inc. | Reduce -1.5% | 0.31% | −0.02 |
| CVX Chevron Corp. | Reduce -24.8% | 0.03% | −0.02 |
| ADP Automatic Data Processing | Reduce -2.3% | 0.17% | −0.02 |
| MNST Monster Beverage Corp. | Reduce -1.3% | 0.53% | −0.02 |
| GIS General Mills Inc. | Reduce -29.6% | 0.02% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| NOW ServiceNow Inc. | Add +814.5% | 0.82% | +0.75 |
| SPOT Spotify Technology SA | New | 0.70% | +0.70 |
| META Meta Platforms Inc. Class A | Add +2.2% | 1.70% | +0.28 |
| COF Capital One Financial Corp. | New | 0.26% | +0.26 |
| NVDA Nvidia Corp. | Add +1.5% | 0.95% | +0.25 |
| APD Air Products & Chemicals Inc. | New | 0.19% | +0.19 |
| CIBR First Trust Nasdaq Cybersecu | Add +10.2% | 0.87% | +0.15 |
| MS Morgan Stanley | Add +0.1% | 1.54% | +0.15 |
| DGX Quest Diagnostics Inc. | Add +137.7% | 0.24% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +0.3% | 1.94% | +0.08 |
| CMCSA Comcast Corp. Class A | Add +459.0% | 0.09% | +0.07 |
| NKE Nike Inc. Class B | Add +377.3% | 0.08% | +0.06 |
| ADSK Autodesk Inc. | Add +0.8% | 0.55% | +0.05 |
| BNL Broadstone Net Lease Inc. | New | 0.04% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +23.8% | 1.12% | +0.04 |
| SCHF Schwab Intl Equity ETF | Add +0.4% | 1.34% | +0.04 |
| IEMG iShares Core MSCI Emerging | Add +0.9% | 1.12% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +35.3% | 0.10% | +0.03 |
| GSIE Goldman Sachs Activebeta Int | Add +0.2% | 1.22% | +0.02 |
| EEMV iShares MSCI Emg MKT Min Vol | New | 0.02% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +8.9% | 0.24% | +0.02 |
| CMG Chipotle Mexican Grill Inc. | Add +0.2% | 0.82% | +0.02 |
| TEL Te Connectivity PLC | Add +0.8% | 0.19% | +0.02 |
| FPX First Trust US Equity Opport | New | 0.02% | +0.02 |
| FPE FT-Preferred Secur & Inc. ETF | New | 0.02% | +0.02 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | New | 0.02% | +0.02 |
| TT Trane Technologies PLC | Add +20.3% | 0.06% | +0.02 |
| TSLA Tesla Inc. | New | 0.02% | +0.02 |
| SPTN Spartannash Co. | New | 0.01% | +0.01 |
| GLW Corning Inc. | Add +4.4% | 0.16% | +0.01 |
| PRF Invesco Rafi US 1000 ETF | New | 0.01% | +0.01 |
| NTRS Northern Trust Corp. | New | 0.01% | +0.01 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.01% | +0.01 |
| XLP SS Consumer Staples Sel Sect | Add +72.1% | 0.04% | +0.01 |
| CSCO Cisco Systems Inc. | Add +7.4% | 0.10% | +0.01 |
| GLD SPDR Gold Shares | Add +18.2% | 0.07% | +0.01 |
| SCHM Schwab US Mid Cap ETF | Add +38.7% | 0.03% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +14.8% | 0.05% | +0.01 |
| WELL Welltower Inc. | Add +9.6% | 0.97% | +0.01 |
| FBTC Fidelity Wise Origin Bitcoin | Add +14.2% | 0.02% | +0.01 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +12.3% | 0.04% | +0.01 |
| VSS Vanguard Ftse All Wo X-US SC | Add +5.6% | 0.04% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +13.2% | 0.04% | +0.00 |
| JEPQ JPM Nasdaq Equity Premium | Add +28.1% | 0.02% | +0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +16.8% | 0.03% | +0.00 |
| XLC SS Comm Select Sector SPDR | Add +0.7% | 0.09% | +0.00 |
| ITW Illinois Tool Works | Add +21.5% | 0.03% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +10.8% | 0.04% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.6% | 0.09% | +0.00 |
| MMM 3M Co. | Add +6.9% | 0.05% | +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 |