Appleton Partners Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), Appleton Partners Inc. reported 256 stock positions worth $1.5 billion. Its top holding was Apple (AAPL) at 5.9% of the portfolio, followed by Microsoft (MSFT, 4.1%) and Goldman Activebeta US LC ETF (GSLC, 3.8%). Compared with Q2 2025, it opened 11 new positions, sold out of 6, added to 94 and reduced 116. The biggest buy was a new position in Cadence Design SYS (CDNS) and the biggest sale Zoetis (ZTS, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001055290
- Portfolio Value
- $1.5B (Q3 2025)
- SEC Filing
- 0001193125-25-266475 ↗ filed Nov 5, 2025
Holdings Value
Holdings 256 stocks · $1.5B
| AAPL Apple Inc. | 5.95% | 348,074 | $88.6M | Reduce -0.4% |
| MSFT Microsoft Corp. | 4.08% | 117,333 | $60.8M | Reduce -0.8% |
| GSLC Goldman Activebeta US LC ETF | 3.75% | 429,458 | $56.0M | Add +0.0% |
| SCHX Schwab US Large-Cap ETF | 3.29% | 1,863,389 | $49.1M | Reduce -0.1% |
| AVGO Broadcom Inc. | 2.76% | 124,572 | $41.1M | Reduce -8.0% |
| JPM JPMorgan Chase & Co. | 2.72% | 128,354 | $40.5M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 2.66% | 180,826 | $39.7M | Reduce -0.0% |
| GOOG Alphabet Inc. Class C | 2.35% | 143,507 | $35.0M | Reduce -7.2% |
| V Visa Inc. Class A | 1.83% | 80,066 | $27.3M | Reduce -5.3% |
| GEV GE Vernova Inc. | 1.82% | 44,019 | $27.1M | Reduce -8.2% |
| HD Home Depot Inc. | 1.76% | 64,694 | $26.2M | Add +1.1% |
| META Meta Platforms Inc. Class A | 1.67% | 33,811 | $24.8M | Add +3.7% |
| JPST JPMorgan Ultra-Short Income | 1.64% | 482,726 | $24.5M | Add +4.8% |
| MS Morgan Stanley | 1.63% | 152,933 | $24.3M | Reduce -1.3% |
| XLE SS Energy Select Sector | 1.62% | 270,307 | $24.1M | Reduce -0.8% |
| MU Micron Technology Inc. | 1.47% | 130,767 | $21.9M | Reduce -5.3% |
| SCHF Schwab Intl Equity ETF | 1.35% | 864,362 | $20.1M | Add +0.7% |
| NFLX Netflix Inc. | 1.35% | 16,781 | $20.1M | Reduce -0.9% |
| GSIE Goldman Sachs Activebeta Int | 1.22% | 440,747 | $18.1M | Add +1.4% |
| IEMG iShares Core MSCI Emerging | 1.19% | 268,662 | $17.7M | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.13% | 33,624 | $16.9M | Add +3.6% |
| BX Blackstone Inc. | 1.12% | 97,942 | $16.7M | Add +0.5% |
| ICE Intercontinental Exchange Inc. | 1.12% | 99,151 | $16.7M | Add +2.3% |
| NVDA Nvidia Corp. | 1.11% | 88,673 | $16.5M | Add +4.0% |
| INTU Intuit Inc. | 1.09% | 23,733 | $16.2M | Add +7.5% |
| WELL Welltower Inc. | 1.07% | 89,580 | $16.0M | Add +0.2% |
| UNH Unitedhealth Group Inc. | 1.06% | 45,745 | $15.8M | Reduce -9.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.02% | 48,854 | $15.1M | Add +1.2% |
| JEPI JPMorgan Equity Premium Inco | 1.00% | 261,858 | $15.0M | Add +0.5% |
| LLY Eli Lilly & Co. | 0.93% | 18,204 | $13.9M | Add +293.6% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.92% | 445,934 | $13.8M | Add +0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.92% | 20,618 | $13.7M | Reduce -2.6% |
| CDNS Cadence Design SYS Inc. | 0.89% | 37,710 | $13.2M | New |
| KTOS Kratos Defense & Security | 0.84% | 136,863 | $12.5M | New |
| CW Curtiss-Wright Corp. | 0.83% | 22,907 | $12.4M | Add +0.7% |
| CIBR First Trust Nasdaq Cybersecu | 0.83% | 163,119 | $12.4M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 0.83% | 50,716 | $12.3M | Reduce -1.5% |
| SCHA Schwab US Small-Cap ETF | 0.83% | 441,543 | $12.3M | Add +0.0% |
| SHW The Sherwin-Williams Co. | 0.80% | 34,511 | $11.9M | Add +0.2% |
| BKNG Booking Holdings Inc. | 0.80% | 2,201 | $11.9M | Add +1.1% |
| ROP Roper Technologies Inc. | 0.76% | 22,612 | $11.3M | Reduce -0.2% |
| SYK Stryker Corp. | 0.75% | 30,254 | $11.2M | Add +2.5% |
| VMC Vulcan Materials Co. | 0.75% | 36,297 | $11.2M | Reduce -0.3% |
| DHR Danaher Corp. | 0.75% | 56,045 | $11.1M | Reduce -1.3% |
| NOW ServiceNow Inc. | 0.73% | 11,873 | $10.9M | Add +4.9% |
| VRSK Verisk Analytics Inc. | 0.73% | 43,138 | $10.8M | Add +1.0% |
| IBB iShares Biotechnology ETF | 0.72% | 73,913 | $10.7M | Add +0.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.71% | 92,377 | $10.6M | Reduce -1.6% |
| EVR Evercore Inc. Class A | 0.69% | 30,638 | $10.3M | Add +0.8% |
| SPOT Spotify Technology SA | 0.66% | 14,072 | $9.8M | Add +8.9% |
| RSG Republic Services Inc. | 0.66% | 42,688 | $9.8M | Reduce -1.6% |
| SPIB SS SPDR P Int C Corp. ETF | 0.65% | 287,831 | $9.8M | Add +2.4% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.65% | 89,679 | $9.7M | Add +1.4% |
| PG The Procter & Gamble Co. | 0.65% | 62,971 | $9.7M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.64% | 10,341 | $9.6M | Reduce -0.9% |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.62% | 185,256 | $9.2M | Add +1.7% |
| WCN Waste Connections Inc. | 0.60% | 51,268 | $9.0M | Add +2.9% |
| ABBV Abbvie Inc. | 0.60% | 38,451 | $8.9M | Reduce -3.3% |
| JNJ Johnson & Johnson | 0.58% | 47,009 | $8.7M | Add +0.1% |
| MNST Monster Beverage Corp. | 0.55% | 121,968 | $8.2M | Add +1.4% |
| CMG Chipotle Mexican Grill Inc. | 0.55% | 208,963 | $8.2M | Add +1.1% |
| SPAB SS SPDR P Agg Bond ETF | 0.55% | 316,019 | $8.2M | Add +3.8% |
| ADSK Autodesk Inc. | 0.53% | 24,668 | $7.8M | Reduce -1.5% |
| PANW Palo Alto Networks Inc. | 0.52% | 37,845 | $7.7M | Reduce -1.0% |
| TMO Thermo Fisher Scientific Inc. | 0.50% | 15,283 | $7.4M | Reduce -55.7% |
| CNSWF Constellation Software Inc. | 0.48% | 2,616 | $7.1M | Add +5.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.46% | 47,587 | $6.9M | Reduce -1.6% |
| PEP Pepsico Inc. | 0.45% | 47,590 | $6.7M | Reduce -1.9% |
| IAGG iShares Intl Aggregate Bond | 0.45% | 130,267 | $6.7M | Add +2.9% |
| WMT Walmart Inc. | 0.45% | 64,448 | $6.6M | Reduce -2.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.41% | 118,432 | $6.0M | Add +4.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.39% | 65,934 | $5.8M | Add +12.7% |
| MCD McDonald's Corp. | 0.36% | 17,593 | $5.3M | Reduce -0.6% |
| EMLP First Trust North American E | 0.33% | 127,450 | $4.9M | Add +1.4% |
| LVMUY LVMH Moet Hennessy-Unsp ADR | 0.33% | 39,599 | $4.8M | Reduce -5.3% |
| SCHH Schwab US REIT ETF | 0.31% | 212,878 | $4.6M | Add +2.7% |
| IWM iShares Russell 2000 ETF | 0.30% | 18,532 | $4.5M | Reduce -2.0% |
| CME Cme Group Inc. | 0.30% | 16,379 | $4.4M | Add +2.2% |
| HSY The Hershey Co. | 0.29% | 23,256 | $4.3M | Add +1.3% |
| GS Goldman Sachs Group Inc. | 0.29% | 5,400 | $4.3M | Reduce -0.9% |
| CRH CRH PLC | 0.28% | 35,336 | $4.2M | Reduce -3.2% |
| AMT American Tower Corp. | 0.28% | 21,626 | $4.2M | Reduce -0.1% |
| HACK Amplify Cybersecurity ETF | 0.27% | 46,464 | $4.0M | Reduce -0.5% |
| DGX Quest Diagnostics Inc. | 0.26% | 20,249 | $3.9M | Add +5.8% |
| XLK SS Technology Select Sector | 0.26% | 13,479 | $3.8M | Add +10.7% |
| COMB Graniteshares Bcom Broad STR | 0.25% | 173,315 | $3.8M | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.24% | 31,385 | $3.5M | Add +0.2% |
| IVV iShares Core S&P 500 ETF | 0.23% | 5,216 | $3.5M | Reduce -3.4% |
| NOC Northrop Grumman Corp. | 0.23% | 5,533 | $3.4M | Reduce -74.1% |
| TEL Te Connectivity PLC | 0.22% | 15,189 | $3.3M | Reduce -6.3% |
| COF Capital One Financial Corp. | 0.22% | 15,450 | $3.3M | Reduce -10.2% |
| ROL Rollins Inc. | 0.22% | 54,863 | $3.2M | Add +1.3% |
| CTAS Cintas Corp. | 0.22% | 15,687 | $3.2M | Add +1.5% |
| LMT Lockheed Martin Corp. | 0.21% | 6,415 | $3.2M | Reduce -58.8% |
| BKLN Invesco Senior Loan ETF | 0.21% | 151,634 | $3.2M | Add +4.0% |
| MDT Medtronic PLC | 0.21% | 32,893 | $3.1M | Add +0.3% |
| SPHY SS SPDR P High Yield ETF | 0.21% | 130,364 | $3.1M | Add +2.8% |
| GLW Corning Inc. | 0.20% | 36,609 | $3.0M | Reduce -16.6% |
| EFA iShares MSCI Eafe ETF | 0.20% | 31,583 | $2.9M | Add +0.1% |
| FPE FT-Preferred Secur & Inc. ETF | 0.20% | 161,244 | $2.9M | Add +1085.0% |
Portfolio Sells Q2 2025 → Q3 2025
| ZTS Zoetis Inc. | Reduce -80.0% | 0.16% | −0.73 |
| MRVL Marvell Technology Inc. | Reduce -97.6% | 0.02% | −0.71 |
| NOC Northrop Grumman Corp. | Reduce -74.1% | 0.23% | −0.53 |
| TMO Thermo Fisher Scientific Inc. | Reduce -55.7% | 0.50% | −0.49 |
| LMT Lockheed Martin Corp. | Reduce -58.8% | 0.21% | −0.30 |
| V Visa Inc. Class A | Reduce -5.3% | 1.83% | −0.29 |
| NFLX Netflix Inc. | Reduce -0.9% | 1.35% | −0.25 |
| PFFD Global X US Preferred ETF | Reduce -60.3% | 0.11% | −0.17 |
| ROP Roper Technologies Inc. | Reduce -0.2% | 0.76% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -0.0% | 2.66% | −0.14 |
| DIS The Walt Disney Co. | Reduce -1.6% | 0.71% | −0.11 |
| RSG Republic Services Inc. | Reduce -1.6% | 0.66% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -0.9% | 0.64% | −0.09 |
| MSFT Microsoft Corp. | Reduce -0.8% | 4.08% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -1.1% | 0.65% | −0.07 |
| AMT American Tower Corp. | Reduce -0.1% | 0.28% | −0.06 |
| UNH Unitedhealth Group Inc. | Reduce -9.2% | 1.06% | −0.05 |
| DHR Danaher Corp. | Reduce -1.3% | 0.75% | −0.05 |
| COF Capital One Financial Corp. | Reduce -10.2% | 0.22% | −0.04 |
| PANW Palo Alto Networks Inc. | Reduce -1.0% | 0.52% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -69.5% | 0.02% | −0.03 |
| WSO Watsco Inc. | Reduce -0.0% | 0.18% | −0.03 |
| BR Broadridge Financial Solutio | Reduce -5.2% | 0.19% | −0.03 |
| ADSK Autodesk Inc. | Reduce -1.5% | 0.53% | −0.02 |
| AMGN Amgen Inc. | Reduce -12.9% | 0.10% | −0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -19.3% | 0.06% | −0.02 |
| ADP Automatic Data Processing | Reduce -0.5% | 0.16% | −0.02 |
| CB Chubb Ltd. | Reduce -25.6% | 0.04% | −0.02 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.02 |
| XLE SS Energy Select Sector | Reduce -0.8% | 1.62% | −0.02 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.02 |
| SPTN Spartannash Co. | Sold out | 0.00% | −0.01 |
| KO The Coca-Cola Co. | Reduce -9.2% | 0.06% | −0.01 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −0.01 |
| HACK Amplify Cybersecurity ETF | Reduce -0.5% | 0.27% | −0.01 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.01 |
| ADBE Adobe Inc. | Reduce -1.8% | 0.08% | −0.01 |
| PRF Invesco Rafi US 1000 ETF | Sold out | 0.00% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -37.3% | 0.03% | −0.01 |
| EQIX Equinix Inc. | Reduce -2.4% | 0.14% | −0.01 |
| ABT Abbott Laboratories | Reduce -2.3% | 0.12% | −0.01 |
| CRM Salesforce Inc. | Reduce -9.8% | 0.03% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -6.0% | 0.04% | −0.01 |
| ACN Accenture PLC Class A | Reduce -4.9% | 0.03% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -42.1% | 0.02% | −0.01 |
| WMT Walmart Inc. | Reduce -2.1% | 0.45% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.3% | 0.04% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.6% | 0.36% | −0.01 |
| XLP SS Consumer Staples Sel Sect | Reduce -10.3% | 0.03% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -0.2% | 0.06% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| CDNS Cadence Design SYS Inc. | New | 0.89% | +0.89 |
| KTOS Kratos Defense & Security | New | 0.84% | +0.84 |
| LLY Eli Lilly & Co. | Add +293.6% | 0.93% | +0.68 |
| FPE FT-Preferred Secur & Inc. ETF | Add +1085.0% | 0.20% | +0.18 |
| NVDA Nvidia Corp. | Add +4.0% | 1.11% | +0.16 |
| HLI Houlihan Lokey Inc. | New | 0.15% | +0.15 |
| EVR Evercore Inc. Class A | Add +0.8% | 0.69% | +0.11 |
| HD Home Depot Inc. | Add +1.1% | 1.76% | +0.10 |
| WELL Welltower Inc. | Add +0.2% | 1.07% | +0.10 |
| BX Blackstone Inc. | Add +0.5% | 1.12% | +0.09 |
| JNJ Johnson & Johnson | Add +0.1% | 0.58% | +0.08 |
| NKE Nike Inc. Class B | Add +104.3% | 0.15% | +0.07 |
| IEMG iShares Core MSCI Emerging | Add +1.9% | 1.19% | +0.07 |
| GSLC Goldman Activebeta US LC ETF | Add +0.0% | 3.75% | +0.07 |
| MAA Mid-America Apartment Comm | New | 0.06% | +0.06 |
| IBB iShares Biotechnology ETF | Add +0.0% | 0.72% | +0.05 |
| CW Curtiss-Wright Corp. | Add +0.7% | 0.83% | +0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +12.7% | 0.39% | +0.05 |
| XLK SS Technology Select Sector | Add +10.7% | 0.26% | +0.04 |
| SCHA Schwab US Small-Cap ETF | Add +0.0% | 0.83% | +0.04 |
| JPSE JPM Diversified RT Small Cap | Add +1.7% | 0.62% | +0.03 |
| ORCL Oracle Corp. | Add +9.4% | 0.10% | +0.02 |
| IWD iShares Russell 1000 Value E | New | 0.02% | +0.02 |
| HSY The Hershey Co. | Add +1.3% | 0.29% | +0.02 |
| DD Dupont DE Nemours Inc. | Add +7.1% | 0.15% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.6% | 1.13% | +0.02 |
| MNST Monster Beverage Corp. | Add +1.4% | 0.55% | +0.02 |
| DON Wisdomtree US Midcap Dividen | New | 0.02% | +0.02 |
| DGX Quest Diagnostics Inc. | Add +5.8% | 0.26% | +0.02 |
| MDB Mongodb Inc. | New | 0.01% | +0.01 |
| VOX Vanguard Communication Servi | New | 0.01% | +0.01 |
| NVT Nvent Electric PLC | New | 0.01% | +0.01 |
| SCHV Schwab US Large-Cap Value | New | 0.01% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +29.0% | 0.06% | +0.01 |
| URI United Rentals Inc. | New | 0.01% | +0.01 |
| GLDM SPDR Gold Minishares Trust | Add +32.8% | 0.04% | +0.01 |
| GLD SPDR Gold Shares | Add +4.9% | 0.08% | +0.01 |
| IWO iShares Russell 2000 Growth | Add +5.0% | 0.10% | +0.01 |
| TSLA Tesla Inc. | Add +19.6% | 0.03% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +6.4% | 0.17% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +5.1% | 0.10% | +0.01 |
| XLF SS Financial Select Sector | Add +12.9% | 0.10% | +0.01 |
| MDT Medtronic PLC | Add +0.3% | 0.21% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +0.7% | 1.35% | +0.01 |
| FBTC Fidelity Wise Origin Bitcoin | Add +33.9% | 0.03% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.6% | 0.10% | +0.01 |
| XLC SS Comm Select Sector SPDR | Add +3.7% | 0.10% | +0.01 |
| SBUX Starbucks Corp. | Add +37.5% | 0.04% | +0.01 |
| IWN iShares Russell 2000 Value E | Add +13.6% | 0.03% | +0.01 |
| IWS iShares Russell Mid-Cap Valu | Add +21.4% | 0.03% | +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 |