Appleton Partners Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 9, 2026), Appleton Partners Inc. reported 263 stock positions worth $1.5 billion. Its top holding was Apple (AAPL) at 6.1% of the portfolio, followed by Microsoft (MSFT, 3.7%) and Goldman Activebeta US LC ETF (GSLC, 3.7%). Compared with Q3 2025, it opened 13 new positions, sold out of 7, added to 79 and reduced 136. The biggest buy was a new position in Qxo (QXO) and the biggest sale an exit from Chipotle Mexican Grill (CMG).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001055290
- Portfolio Value
- $1.5B (Q4 2025)
- SEC Filing
- 0001193125-26-008702 ↗ filed Jan 9, 2026
Holdings Value
Holdings 263 stocks · $1.5B
| AAPL Apple Inc. | 6.12% | 341,715 | $92.9M | Reduce -1.8% |
| MSFT Microsoft Corp. | 3.74% | 117,451 | $56.8M | Add +0.1% |
| GSLC Goldman Activebeta US LC ETF | 3.69% | 423,087 | $56.0M | Reduce -1.5% |
| SCHX Schwab US Large-Cap ETF | 3.27% | 1,846,376 | $49.7M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 2.86% | 138,274 | $43.4M | Reduce -3.6% |
| AMZN Amazon.com Inc. | 2.74% | 179,908 | $41.5M | Reduce -0.5% |
| AVGO Broadcom Inc. | 2.73% | 119,632 | $41.4M | Reduce -4.0% |
| JPM JPMorgan Chase & Co. | 2.70% | 127,112 | $41.0M | Reduce -1.0% |
| MU Micron Technology Inc. | 2.21% | 117,704 | $33.6M | Reduce -10.0% |
| GEV GE Vernova Inc. | 1.86% | 43,260 | $28.3M | Reduce -1.7% |
| V Visa Inc. Class A | 1.85% | 80,275 | $28.2M | Add +0.3% |
| MS Morgan Stanley | 1.77% | 151,496 | $26.9M | Reduce -0.9% |
| XLE SS Energy Select Sector | 1.60% | 543,535 | $24.3M | Add +0.5% |
| JPST JPMorgan Ultra-Short Income | 1.60% | 479,117 | $24.2M | Reduce -0.8% |
| HD Home Depot Inc. | 1.47% | 64,970 | $22.4M | Add +0.4% |
| META Meta Platforms Inc. Class A | 1.46% | 33,489 | $22.1M | Reduce -0.9% |
| SCHF Schwab Intl Equity ETF | 1.36% | 860,686 | $20.7M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 1.28% | 18,135 | $19.5M | Reduce -0.4% |
| GSIE Goldman Sachs Activebeta Int | 1.25% | 441,848 | $19.0M | Add +0.3% |
| IEMG iShares Core MSCI Emerging | 1.18% | 266,009 | $17.9M | Reduce -1.0% |
| WELL Welltower Inc. | 1.14% | 92,966 | $17.3M | Add +3.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.10% | 33,297 | $16.7M | Reduce -1.0% |
| NVDA Nvidia Corp. | 1.08% | 87,714 | $16.4M | Reduce -1.1% |
| ICE Intercontinental Exchange Inc. | 1.07% | 100,749 | $16.3M | Add +1.6% |
| NFLX Netflix Inc. | 1.05% | 170,594 | $16.0M | Add +1.7% |
| INTU Intuit Inc. | 1.03% | 23,574 | $15.6M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 1.02% | 49,574 | $15.5M | Reduce -2.3% |
| BX Blackstone Inc. | 1.00% | 98,758 | $15.2M | Add +0.8% |
| JEPI JPMorgan Equity Premium Inco | 0.99% | 263,716 | $15.1M | Add +0.7% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.97% | 476,983 | $14.7M | Add +7.0% |
| UNH Unitedhealth Group Inc. | 0.93% | 42,857 | $14.1M | Reduce -6.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.92% | 20,503 | $14.0M | Reduce -0.6% |
| DHR Danaher Corp. | 0.84% | 55,895 | $12.8M | Reduce -0.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.84% | 49,292 | $12.8M | Add +0.9% |
| BKNG Booking Holdings Inc. | 0.83% | 2,367 | $12.7M | Add +7.5% |
| CW Curtiss-Wright Corp. | 0.82% | 22,652 | $12.5M | Reduce -1.1% |
| SCHA Schwab US Small-Cap ETF | 0.82% | 438,247 | $12.5M | Reduce -0.8% |
| IBB iShares Biotechnology ETF | 0.82% | 73,900 | $12.5M | Reduce -0.0% |
| CDNS Cadence Design SYS Inc. | 0.79% | 38,365 | $12.0M | Add +1.7% |
| QXO Qxo Inc. | 0.78% | 613,911 | $11.8M | New |
| CIBR First Trust Nasdaq Cybersecu | 0.76% | 162,489 | $11.6M | Reduce -0.4% |
| KTOS Kratos Defense & Security | 0.74% | 148,287 | $11.3M | Add +8.3% |
| SHW The Sherwin-Williams Co. | 0.74% | 34,484 | $11.2M | Reduce -0.1% |
| SYK Stryker Corp. | 0.71% | 30,507 | $10.7M | Add +0.8% |
| VRSK Verisk Analytics Inc. | 0.70% | 47,222 | $10.6M | Add +9.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.69% | 92,164 | $10.5M | Reduce -0.2% |
| EVR Evercore Inc. Class A | 0.69% | 30,704 | $10.4M | Add +0.2% |
| VMC Vulcan Materials Co. | 0.68% | 36,273 | $10.3M | Reduce -0.1% |
| SPIB SS SPDR P Int C Corp. ETF | 0.68% | 305,676 | $10.3M | Add +6.2% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.66% | 91,742 | $10.0M | Add +2.3% |
| JNJ Johnson & Johnson | 0.64% | 47,188 | $9.8M | Add +0.4% |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.63% | 190,012 | $9.5M | Add +2.6% |
| ROP Roper Technologies Inc. | 0.63% | 21,337 | $9.5M | Reduce -5.6% |
| MNST Monster Beverage Corp. | 0.61% | 121,703 | $9.3M | Reduce -0.2% |
| RSG Republic Services Inc. | 0.60% | 43,269 | $9.2M | Add +1.4% |
| WCN Waste Connections Inc. | 0.60% | 51,880 | $9.1M | Add +1.2% |
| COST Costco Wholesale Corp. | 0.58% | 10,230 | $8.8M | Reduce -1.1% |
| PG The Procter & Gamble Co. | 0.58% | 61,222 | $8.8M | Reduce -2.8% |
| SPAB SS SPDR P Agg Bond ETF | 0.57% | 337,647 | $8.7M | Add +6.8% |
| TMO Thermo Fisher Scientific Inc. | 0.57% | 14,898 | $8.6M | Reduce -2.5% |
| SPOT Spotify Technology SA | 0.55% | 14,353 | $8.3M | Add +2.0% |
| NOW ServiceNow Inc. | 0.54% | 53,889 | $8.3M | Reduce -9.2% |
| ADSK Autodesk Inc. | 0.54% | 27,457 | $8.1M | Add +11.3% |
| ABBV Abbvie Inc. | 0.51% | 34,177 | $7.8M | Reduce -11.1% |
| WMT Walmart Inc. | 0.47% | 64,257 | $7.2M | Reduce -0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.46% | 45,815 | $7.0M | Reduce -3.7% |
| SOLV Solventum Corp. | 0.46% | 88,446 | $7.0M | New |
| IAGG iShares Intl Aggregate Bond | 0.45% | 135,723 | $6.8M | Add +4.2% |
| PEP Pepsico Inc. | 0.45% | 47,207 | $6.8M | Reduce -0.8% |
| PANW Palo Alto Networks Inc. | 0.44% | 36,118 | $6.7M | Reduce -4.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.40% | 119,572 | $6.1M | Add +1.0% |
| CNSWF Constellation Software Inc. | 0.39% | 2,485 | $6.0M | Reduce -5.0% |
| LVMUY LVMH Moet Hennessy-Unsp ADR | 0.38% | 37,673 | $5.7M | Reduce -4.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.36% | 129,508 | $5.5M | Reduce -1.8% |
| MCD McDonald's Corp. | 0.36% | 17,670 | $5.4M | Add +0.4% |
| EMLP First Trust North American E | 0.32% | 128,625 | $4.9M | Add +0.9% |
| SCHH Schwab US REIT ETF | 0.31% | 223,625 | $4.7M | Add +5.0% |
| GS Goldman Sachs Group Inc. | 0.30% | 5,219 | $4.6M | Reduce -3.4% |
| IWM iShares Russell 2000 ETF | 0.30% | 18,300 | $4.5M | Reduce -1.3% |
| CME Cme Group Inc. | 0.30% | 16,402 | $4.5M | Add +0.1% |
| CRH CRH PLC | 0.28% | 33,453 | $4.2M | Reduce -5.3% |
| HSY The Hershey Co. | 0.26% | 21,750 | $4.0M | Reduce -6.5% |
| XOM Exxon Mobil Corp. | 0.25% | 31,544 | $3.8M | Add +0.5% |
| COF Capital One Financial Corp. | 0.25% | 15,350 | $3.7M | Reduce -0.7% |
| COMB Graniteshares Bcom Broad STR | 0.24% | 176,080 | $3.7M | Add +1.6% |
| FPE FT-Preferred Secur & Inc. ETF | 0.24% | 203,925 | $3.7M | Add +26.5% |
| HACK Amplify Cybersecurity ETF | 0.24% | 45,635 | $3.7M | Reduce -1.8% |
| AMT American Tower Corp. | 0.24% | 20,804 | $3.7M | Reduce -3.8% |
| DGX Quest Diagnostics Inc. | 0.24% | 20,982 | $3.6M | Add +3.6% |
| XLK SS Technology Select Sector | 0.24% | 25,095 | $3.6M | Reduce -6.9% |
| IVV iShares Core S&P 500 ETF | 0.24% | 5,226 | $3.6M | Add +0.2% |
| TEL Te Connectivity PLC | 0.23% | 15,132 | $3.4M | Reduce -0.4% |
| ROL Rollins Inc. | 0.22% | 55,906 | $3.4M | Add +1.9% |
| SPHY SS SPDR P High Yield ETF | 0.22% | 139,555 | $3.3M | Add +7.0% |
| BKLN Invesco Senior Loan ETF | 0.22% | 156,205 | $3.3M | Add +3.0% |
| LMT Lockheed Martin Corp. | 0.20% | 6,416 | $3.1M | Add +0.0% |
| MDT Medtronic PLC | 0.20% | 32,200 | $3.1M | Reduce -2.1% |
| NOC Northrop Grumman Corp. | 0.20% | 5,376 | $3.1M | Reduce -2.8% |
| HON Honeywell International Inc. | 0.20% | 15,321 | $3.0M | Add +642.7% |
| EFA iShares MSCI Eafe ETF | 0.19% | 30,501 | $2.9M | Reduce -3.4% |
Portfolio Sells Q3 2025 → Q4 2025
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.55 |
| META Meta Platforms Inc. Class A | Reduce -0.9% | 1.46% | −0.21 |
| NOW ServiceNow Inc. | Reduce -9.2% | 0.54% | −0.19 |
| ROP Roper Technologies Inc. | Reduce -5.6% | 0.63% | −0.13 |
| UNH Unitedhealth Group Inc. | Reduce -6.3% | 0.93% | −0.13 |
| CNSWF Constellation Software Inc. | Reduce -5.0% | 0.39% | −0.08 |
| ABBV Abbvie Inc. | Reduce -11.1% | 0.51% | −0.08 |
| PANW Palo Alto Networks Inc. | Reduce -4.6% | 0.44% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -2.8% | 0.58% | −0.07 |
| VMC Vulcan Materials Co. | Reduce -0.1% | 0.68% | −0.07 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -0.4% | 0.76% | −0.07 |
| SHW The Sherwin-Williams Co. | Reduce -0.1% | 0.74% | −0.07 |
| GSLC Goldman Activebeta US LC ETF | Reduce -1.5% | 3.69% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -1.1% | 0.58% | −0.06 |
| INTU Intuit Inc. | Reduce -0.7% | 1.03% | −0.06 |
| Q Qnity Electronics Inc. | Reduce -73.0% | 0.02% | −0.06 |
| JPST JPMorgan Ultra-Short Income | Reduce -0.8% | 1.60% | −0.05 |
| WSO Watsco Inc. | Reduce -8.8% | 0.14% | −0.05 |
| BNL Broadstone Net Lease Inc. | Sold out | 0.00% | −0.04 |
| PFFD Global X US Preferred ETF | Reduce -34.8% | 0.07% | −0.04 |
| AMT American Tower Corp. | Reduce -3.8% | 0.24% | −0.04 |
| APD Air Products & Chemicals Inc. | Reduce -9.9% | 0.14% | −0.04 |
| ZTS Zoetis Inc. | Reduce -7.0% | 0.12% | −0.03 |
| NVDA Nvidia Corp. | Reduce -1.1% | 1.08% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.0% | 1.10% | −0.03 |
| HSY The Hershey Co. | Reduce -6.5% | 0.26% | −0.03 |
| VGT Vanguard Info Tech ETF | Reduce -28.6% | 0.07% | −0.03 |
| AVGO Broadcom Inc. | Reduce -4.0% | 2.73% | −0.03 |
| CTAS Cintas Corp. | Reduce -4.1% | 0.19% | −0.03 |
| HACK Amplify Cybersecurity ETF | Reduce -1.8% | 0.24% | −0.03 |
| NOC Northrop Grumman Corp. | Reduce -2.8% | 0.20% | −0.02 |
| QCLN First Trust Nasdaq Clean Edg | Sold out | 0.00% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -1.8% | 0.36% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.9% | 3.27% | −0.02 |
| DIS The Walt Disney Co. | Reduce -0.2% | 0.69% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -1.0% | 2.70% | −0.02 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -11.7% | 0.10% | −0.02 |
| XLK SS Technology Select Sector | Reduce -6.9% | 0.24% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -15.2% | 0.08% | −0.02 |
| NKE Nike Inc. Class B | Reduce -0.4% | 0.14% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.01 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.01 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.01 |
| VRSN Verisign Inc. | Reduce -0.8% | 0.07% | −0.01 |
| GLW Corning Inc. | Reduce -10.5% | 0.19% | −0.01 |
| CW Curtiss-Wright Corp. | Reduce -1.1% | 0.82% | −0.01 |
| EQIX Equinix Inc. | Reduce -4.5% | 0.13% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -1.0% | 1.18% | −0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -15.0% | 0.05% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| QXO Qxo Inc. | New | 0.78% | +0.78 |
| SOLV Solventum Corp. | New | 0.46% | +0.46 |
| HON Honeywell International Inc. | Add +642.7% | 0.20% | +0.17 |
| WELL Welltower Inc. | Add +3.8% | 1.14% | +0.07 |
| JNJ Johnson & Johnson | Add +0.4% | 0.64% | +0.06 |
| FPE FT-Preferred Secur & Inc. ETF | Add +26.5% | 0.24% | +0.05 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +7.0% | 0.97% | +0.04 |
| BKNG Booking Holdings Inc. | Add +7.5% | 0.83% | +0.04 |
| GSIE Goldman Sachs Activebeta Int | Add +0.3% | 1.25% | +0.03 |
| PGR Progressive Corp. | New | 0.03% | +0.03 |
| SPIB SS SPDR P Int C Corp. ETF | Add +6.2% | 0.68% | +0.03 |
| SPAB SS SPDR P Agg Bond ETF | Add +6.8% | 0.57% | +0.02 |
| BN Brookfield Corp. | New | 0.02% | +0.02 |
| GLD SPDR Gold Shares | Add +16.6% | 0.11% | +0.02 |
| AKRE Akre Focus ETF | New | 0.02% | +0.02 |
| NEE Nextera Energy Inc. | New | 0.02% | +0.02 |
| V Visa Inc. Class A | Add +0.3% | 1.85% | +0.02 |
| CAT Caterpillar Inc. | Add +14.3% | 0.07% | +0.02 |
| EXPE Expedia Group Inc. | New | 0.02% | +0.02 |
| CTVA Corteva Inc. | New | 0.02% | +0.02 |
| ACN Accenture PLC Class A | Add +35.6% | 0.05% | +0.02 |
| AON Aon PLC Class A | New | 0.01% | +0.01 |
| VSGX Vanguard ESG Intl Stock ETF | New | 0.01% | +0.01 |
| RTX RTX Corp. | Add +21.8% | 0.06% | +0.01 |
| UBER Uber Technologies Inc. | New | 0.01% | +0.01 |
| VGK Vanguard Ftse Europe ETF | New | 0.01% | +0.01 |
| XLB SS Materials Select Sector | New | 0.01% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.25% | +0.01 |
| TMUS T-Mobile US Inc. | Add +105.6% | 0.03% | +0.01 |
| ADSK Autodesk Inc. | Add +11.3% | 0.54% | +0.01 |
| DE Deere & Co. | Add +31.4% | 0.04% | +0.01 |
| TRV The Travelers Cos Inc. | Add +25.3% | 0.04% | +0.01 |
| SPHY SS SPDR P High Yield ETF | Add +7.0% | 0.22% | +0.01 |
| JPSE JPM Diversified RT Small Cap | Add +2.6% | 0.63% | +0.01 |
| TXN Texas Instruments Inc. | Add +24.6% | 0.05% | +0.01 |
| GLDM SPDR Gold Minishares Trust | Add +5.6% | 0.04% | +0.01 |
| CSX CSX Corp. | Add +12.9% | 0.05% | +0.01 |
| MAA Mid-America Apartment Comm | Add +12.0% | 0.07% | +0.01 |
| JUST Goldman Sachs Just US LRG | Add +18.8% | 0.03% | +0.01 |
| ESGV Vanguard ESG US Stock ETF | Add +14.1% | 0.04% | +0.01 |
| ROL Rollins Inc. | Add +1.9% | 0.22% | +0.00 |
| XLF SS Financial Select Sector | Add +4.9% | 0.10% | +0.00 |
| UNP Union Pacific Corp. | Add +14.0% | 0.05% | +0.00 |
| JPME JPM Diver Ret US MC Equity | Add +2.3% | 0.66% | +0.00 |
| CHD Church & Dwight Co. Inc. | Add +24.1% | 0.03% | +0.00 |
| BKLN Invesco Senior Loan ETF | Add +3.0% | 0.22% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +8.3% | 0.03% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +8.5% | 0.02% | +0.00 |
| BA The Boeing Co. | Add +7.7% | 0.02% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 0.24% | +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 |