Appleton Partners Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Appleton Partners Inc. reported 262 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 6.0% of the portfolio, followed by Goldman Activebeta US LC ETF (GSLC, 3.7%) and Schwab US Large-Cap ETF (SCHX, 3.3%). Compared with Q4 2025, it opened 9 new positions, sold out of 10, added to 69 and reduced 146. The biggest buy was a new position in Globalfoundries (GFS) and the biggest sale an exit from Arthur J Gallagher (AJG).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001055290
- Portfolio Value
- $1.4B (Q1 2026)
- SEC Filing
- 0001193125-26-187304 ↗ filed Apr 28, 2026
Holdings Value
Holdings 262 stocks · $1.4B
| AAPL Apple Inc. | 5.96% | 336,626 | $85.4M | Reduce -1.5% |
| GSLC Goldman Activebeta US LC ETF | 3.67% | 420,407 | $52.6M | Reduce -0.6% |
| SCHX Schwab US Large-Cap ETF | 3.30% | 1,846,870 | $47.4M | Add +0.0% |
| MSFT Microsoft Corp. | 3.08% | 119,394 | $44.2M | Add +1.6% |
| GOOG Alphabet Inc. Class C | 2.74% | 137,093 | $39.3M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 2.61% | 179,510 | $37.4M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 2.60% | 126,590 | $37.2M | Reduce -0.4% |
| AVGO Broadcom Inc. | 2.56% | 118,722 | $36.7M | Reduce -0.8% |
| GEV GE Vernova Inc. | 2.55% | 41,914 | $36.6M | Reduce -3.1% |
| MU Micron Technology Inc. | 2.42% | 102,823 | $34.7M | Reduce -12.6% |
| XLE SS Energy Select Sector | 2.22% | 520,194 | $31.9M | Reduce -4.3% |
| MS Morgan Stanley | 1.72% | 150,216 | $24.7M | Reduce -0.8% |
| V Visa Inc. Class A | 1.69% | 80,277 | $24.3M | Add +0.0% |
| JPST JPMorgan Ultra-Short Income | 1.61% | 455,063 | $23.0M | Reduce -5.0% |
| SCHF Schwab Intl Equity ETF | 1.50% | 866,102 | $21.4M | Add +0.6% |
| META Meta Platforms Inc. Class A | 1.35% | 33,952 | $19.4M | Add +1.4% |
| GSIE Goldman Sachs Activebeta Int | 1.34% | 446,210 | $19.2M | Add +1.0% |
| WELL Welltower Inc. | 1.31% | 95,106 | $18.8M | Add +2.3% |
| IEMG iShares Core MSCI Emerging | 1.30% | 267,008 | $18.6M | Add +0.4% |
| NFLX Netflix Inc. | 1.28% | 191,195 | $18.4M | Add +12.1% |
| LLY Eli Lilly & Co. | 1.22% | 19,092 | $17.6M | Add +5.3% |
| ICE Intercontinental Exchange Inc. | 1.09% | 99,607 | $15.7M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.07% | 32,147 | $15.4M | Reduce -3.5% |
| CW Curtiss-Wright Corp. | 1.06% | 22,246 | $15.2M | Reduce -1.8% |
| NVDA Nvidia Corp. | 1.05% | 86,109 | $15.0M | Reduce -1.8% |
| JEPI JPMorgan Equity Premium Inco | 1.02% | 258,791 | $14.7M | Reduce -1.9% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.96% | 448,206 | $13.8M | Reduce -6.0% |
| GOOGL Alphabet Inc. Class A | 0.93% | 46,561 | $13.4M | Reduce -6.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.91% | 20,070 | $13.1M | Reduce -2.1% |
| SCHA Schwab US Small-Cap ETF | 0.89% | 439,134 | $12.8M | Add +0.2% |
| QXO Qxo Inc. | 0.88% | 649,265 | $12.6M | Add +5.8% |
| IBB iShares Biotechnology ETF | 0.87% | 74,010 | $12.5M | Add +0.1% |
| HD Home Depot Inc. | 0.84% | 36,420 | $12.0M | Reduce -43.9% |
| GFS Globalfoundries Inc. | 0.83% | 268,748 | $12.0M | New |
| BX Blackstone Inc. | 0.82% | 102,007 | $11.7M | Add +3.3% |
| SPIB SS SPDR P Int C Corp. ETF | 0.80% | 340,815 | $11.4M | Add +11.5% |
| JNJ Johnson & Johnson | 0.79% | 46,582 | $11.4M | Reduce -1.3% |
| UNH Unitedhealth Group Inc. | 0.79% | 41,610 | $11.3M | Reduce -2.9% |
| SHW The Sherwin-Williams Co. | 0.77% | 34,491 | $11.1M | Add +0.0% |
| DHR Danaher Corp. | 0.75% | 57,058 | $10.8M | Add +2.1% |
| CDNS Cadence Design SYS Inc. | 0.75% | 38,928 | $10.8M | Add +1.5% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.74% | 92,579 | $10.6M | Add +0.9% |
| CIBR First Trust Nasdaq Cybersecu | 0.71% | 163,495 | $10.2M | Add +0.6% |
| BKNG Booking Holdings Inc. | 0.71% | 2,424 | $10.2M | Add +2.4% |
| KTOS Kratos Defense & Security | 0.71% | 144,385 | $10.2M | Reduce -2.6% |
| SYK Stryker Corp. | 0.70% | 30,587 | $10.1M | Add +0.3% |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.70% | 190,724 | $10.0M | Add +0.4% |
| VMC Vulcan Materials Co. | 0.69% | 36,145 | $9.8M | Reduce -0.3% |
| SPAB SS SPDR P Agg Bond ETF | 0.68% | 381,846 | $9.8M | Add +13.1% |
| SPGI S&P Global Inc. | 0.68% | 22,892 | $9.7M | New |
| EVR Evercore Inc. Class A | 0.66% | 31,925 | $9.5M | Add +4.0% |
| RSG Republic Services Inc. | 0.66% | 43,445 | $9.5M | Add +0.4% |
| COST Costco Wholesale Corp. | 0.65% | 9,413 | $9.4M | Reduce -8.0% |
| SOLV Solventum Corp. | 0.65% | 141,689 | $9.3M | Add +60.2% |
| MNST Monster Beverage Corp. | 0.62% | 122,765 | $8.9M | Add +0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.62% | 92,156 | $8.9M | Reduce -0.0% |
| PG The Procter & Gamble Co. | 0.61% | 60,506 | $8.7M | Reduce -1.2% |
| VRSK Verisk Analytics Inc. | 0.60% | 45,173 | $8.6M | Reduce -4.3% |
| WCN Waste Connections Inc. | 0.59% | 51,863 | $8.4M | Reduce -0.0% |
| WMT Walmart Inc. | 0.54% | 62,072 | $7.7M | Reduce -3.4% |
| ABBV Abbvie Inc. | 0.53% | 34,920 | $7.6M | Add +2.2% |
| IAGG iShares Intl Aggregate Bond | 0.50% | 143,849 | $7.2M | Add +6.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.50% | 44,716 | $7.1M | Reduce -2.4% |
| PEP Pepsico Inc. | 0.50% | 45,958 | $7.1M | Reduce -2.6% |
| SPOT Spotify Technology SA | 0.48% | 14,230 | $6.9M | Reduce -0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.47% | 13,683 | $6.7M | Reduce -8.2% |
| NOW ServiceNow Inc. | 0.47% | 64,057 | $6.7M | Add +18.9% |
| ADSK Autodesk Inc. | 0.46% | 27,792 | $6.7M | Add +1.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.45% | 125,568 | $6.4M | Add +5.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.41% | 129,154 | $5.9M | Reduce -0.3% |
| PANW Palo Alto Networks Inc. | 0.40% | 35,360 | $5.7M | Reduce -2.1% |
| EMLP First Trust North American E | 0.39% | 128,749 | $5.6M | Add +0.1% |
| MCD McDonald's Corp. | 0.36% | 16,830 | $5.2M | Reduce -4.8% |
| XOM Exxon Mobil Corp. | 0.36% | 30,218 | $5.1M | Reduce -4.2% |
| SCHH Schwab US REIT ETF | 0.34% | 229,197 | $4.9M | Add +2.5% |
| HSY The Hershey Co. | 0.34% | 23,684 | $4.9M | Add +8.9% |
| CME Cme Group Inc. | 0.33% | 16,122 | $4.8M | Reduce -1.7% |
| COMB Graniteshares Bcom Broad STR | 0.33% | 179,249 | $4.7M | Add +1.8% |
| IWM iShares Russell 2000 ETF | 0.32% | 18,220 | $4.5M | Reduce -0.4% |
| GS Goldman Sachs Group Inc. | 0.30% | 5,135 | $4.3M | Reduce -1.6% |
| GLW Corning Inc. | 0.29% | 30,745 | $4.2M | Reduce -6.2% |
| FPE FT-Preferred Secur & Inc. ETF | 0.29% | 235,270 | $4.2M | Add +15.4% |
| DGX Quest Diagnostics Inc. | 0.29% | 21,125 | $4.1M | Add +0.7% |
| LVMUY LVMH Moet Hennessy-Unsp ADR | 0.29% | 38,496 | $4.1M | Add +2.2% |
| CNSWF Constellation Software Inc. | 0.28% | 2,276 | $4.0M | Reduce -8.4% |
| INTU Intuit Inc. | 0.25% | 8,199 | $3.5M | Reduce -65.2% |
| CRH CRH PLC | 0.24% | 33,293 | $3.5M | Reduce -0.5% |
| HON Honeywell International Inc. | 0.24% | 15,459 | $3.5M | Add +0.9% |
| AMT American Tower Corp. | 0.24% | 19,821 | $3.4M | Reduce -4.7% |
| IVV iShares Core S&P 500 ETF | 0.24% | 5,208 | $3.4M | Reduce -0.3% |
| SPHY SS SPDR P High Yield ETF | 0.24% | 145,140 | $3.4M | Add +4.0% |
| HACK Amplify Cybersecurity ETF | 0.23% | 43,994 | $3.3M | Reduce -3.6% |
| BKLN Invesco Senior Loan ETF | 0.23% | 161,495 | $3.3M | Add +3.4% |
| TEL Te Connectivity PLC | 0.22% | 14,945 | $3.1M | Reduce -1.2% |
| XLK SS Technology Select Sector | 0.22% | 23,483 | $3.1M | Reduce -6.4% |
| APD Air Products & Chemicals Inc. | 0.21% | 10,486 | $3.0M | Add +18.0% |
| ROL Rollins Inc. | 0.21% | 56,843 | $3.0M | Add +1.7% |
| EFA iShares MSCI Eafe ETF | 0.21% | 30,339 | $2.9M | Reduce -0.5% |
| MDT Medtronic PLC | 0.19% | 31,986 | $2.8M | Reduce -0.7% |
| COF Capital One Financial Corp. | 0.19% | 14,687 | $2.7M | Reduce -4.3% |
Portfolio Sells Q4 2025 → Q1 2026
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.84 |
| INTU Intuit Inc. | Reduce -65.2% | 0.25% | −0.78 |
| HD Home Depot Inc. | Reduce -43.9% | 0.84% | −0.64 |
| ROP Roper Technologies Inc. | Reduce -80.6% | 0.10% | −0.52 |
| AVGO Broadcom Inc. | Reduce -0.8% | 2.56% | −0.16 |
| AAPL Apple Inc. | Reduce -1.5% | 5.96% | −0.16 |
| UNH Unitedhealth Group Inc. | Reduce -2.9% | 0.79% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 2.61% | −0.13 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.12 |
| GOOG Alphabet Inc. Class C | Reduce -0.8% | 2.74% | −0.12 |
| LMT Lockheed Martin Corp. | Reduce -66.5% | 0.09% | −0.11 |
| CNSWF Constellation Software Inc. | Reduce -8.4% | 0.28% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 2.60% | −0.10 |
| TMO Thermo Fisher Scientific Inc. | Reduce -8.2% | 0.47% | −0.10 |
| VRSK Verisk Analytics Inc. | Reduce -4.3% | 0.60% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -6.1% | 0.93% | −0.09 |
| NOC Northrop Grumman Corp. | Reduce -50.1% | 0.13% | −0.07 |
| DIS The Walt Disney Co. | Reduce -0.0% | 0.62% | −0.07 |
| SPOT Spotify Technology SA | Reduce -0.9% | 0.48% | −0.07 |
| COF Capital One Financial Corp. | Reduce -4.3% | 0.19% | −0.06 |
| MS Morgan Stanley | Reduce -0.8% | 1.72% | −0.05 |
| PANW Palo Alto Networks Inc. | Reduce -2.1% | 0.40% | −0.04 |
| ADBE Adobe Inc. | Reduce -28.1% | 0.04% | −0.04 |
| HLI Houlihan Lokey Inc. | Reduce -15.1% | 0.10% | −0.03 |
| KTOS Kratos Defense & Security | Reduce -2.6% | 0.71% | −0.03 |
| CRH CRH PLC | Reduce -0.5% | 0.24% | −0.03 |
| NVDA Nvidia Corp. | Reduce -1.8% | 1.05% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.5% | 1.07% | −0.03 |
| ADP Automatic Data Processing | Reduce -3.1% | 0.11% | −0.03 |
| ORCL Oracle Corp. | Reduce -15.4% | 0.05% | −0.03 |
| ACN Accenture PLC Class A | Reduce -37.3% | 0.02% | −0.02 |
| XLK SS Technology Select Sector | Reduce -6.4% | 0.22% | −0.02 |
| GSLC Goldman Activebeta US LC ETF | Reduce -0.6% | 3.67% | −0.02 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.02 |
| FPX First Trust US Equity Opport | Sold out | 0.00% | −0.02 |
| NKE Nike Inc. Class B | Reduce -0.4% | 0.12% | −0.02 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.02 |
| ABT Abbott Laboratories | Reduce -0.1% | 0.10% | −0.02 |
| PFFD Global X US Preferred ETF | Reduce -23.8% | 0.05% | −0.01 |
| RLI Rli Corp. | Sold out | 0.00% | −0.01 |
| MDYV SS SPDR S&P 400 MC Val ETF | Sold out | 0.00% | −0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Sold out | 0.00% | −0.01 |
| VOX Vanguard Communication Servi | Sold out | 0.00% | −0.01 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -12.3% | 0.05% | −0.01 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -39.8% | 0.02% | −0.01 |
| BAC Bank of America Corp. | Reduce -2.5% | 0.13% | −0.01 |
| WCN Waste Connections Inc. | Reduce -0.0% | 0.59% | −0.01 |
| HACK Amplify Cybersecurity ETF | Reduce -3.6% | 0.23% | −0.01 |
| XLC SS Comm Select Sector SPDR | Reduce -11.9% | 0.08% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| GFS Globalfoundries Inc. | New | 0.83% | +0.83 |
| SPGI S&P Global Inc. | New | 0.68% | +0.68 |
| NFLX Netflix Inc. | Add +12.1% | 1.28% | +0.23 |
| SOLV Solventum Corp. | Add +60.2% | 0.65% | +0.18 |
| WELL Welltower Inc. | Add +2.3% | 1.31% | +0.17 |
| SCHF Schwab Intl Equity ETF | Add +0.6% | 1.50% | +0.13 |
| IEMG iShares Core MSCI Emerging | Add +0.4% | 1.30% | +0.12 |
| SPIB SS SPDR P Int C Corp. ETF | Add +11.5% | 0.80% | +0.12 |
| SPAB SS SPDR P Agg Bond ETF | Add +13.1% | 0.68% | +0.11 |
| QXO Qxo Inc. | Add +5.8% | 0.88% | +0.10 |
| GSIE Goldman Sachs Activebeta Int | Add +1.0% | 1.34% | +0.09 |
| COMB Graniteshares Bcom Broad STR | Add +1.8% | 0.33% | +0.08 |
| JPME JPM Diver Ret US MC Equity | Add +0.9% | 0.74% | +0.08 |
| HSY The Hershey Co. | Add +8.9% | 0.34% | +0.08 |
| EMLP First Trust North American E | Add +0.1% | 0.39% | +0.07 |
| JPSE JPM Diversified RT Small Cap | Add +0.4% | 0.70% | +0.07 |
| SCHA Schwab US Small-Cap ETF | Add +0.2% | 0.89% | +0.07 |
| APD Air Products & Chemicals Inc. | Add +18.0% | 0.21% | +0.07 |
| RSG Republic Services Inc. | Add +0.4% | 0.66% | +0.06 |
| IAGG iShares Intl Aggregate Bond | Add +6.0% | 0.50% | +0.05 |
| IBB iShares Biotechnology ETF | Add +0.1% | 0.87% | +0.05 |
| DGX Quest Diagnostics Inc. | Add +0.7% | 0.29% | +0.05 |
| HON Honeywell International Inc. | Add +0.9% | 0.24% | +0.05 |
| FPE FT-Preferred Secur & Inc. ETF | Add +15.4% | 0.29% | +0.05 |
| JMST JPM Ultra-Short Muni Income | Add +5.0% | 0.45% | +0.05 |
| SCHH Schwab US REIT ETF | Add +2.5% | 0.34% | +0.04 |
| IGV iShares Expanded Tech-Softwa | New | 0.04% | +0.04 |
| SHW The Sherwin-Williams Co. | Add +0.0% | 0.77% | +0.04 |
| SCHX Schwab US Large-Cap ETF | Add +0.0% | 3.30% | +0.03 |
| ECHO Echostar Corp. Class A | New | 0.02% | +0.02 |
| CAT Caterpillar Inc. | Add +0.3% | 0.09% | +0.02 |
| CARR Carrier Global Corp. | New | 0.02% | +0.02 |
| DD Dupont DE Nemours Inc. | Add +2.3% | 0.11% | +0.02 |
| SPHY SS SPDR P High Yield ETF | Add +4.0% | 0.24% | +0.02 |
| RTX RTX Corp. | Add +17.8% | 0.07% | +0.02 |
| CBT Cabot Corp. | New | 0.02% | +0.02 |
| GPIX GLDM SA S&P 500 PR in ETF-US | New | 0.02% | +0.02 |
| ABBV Abbvie Inc. | Add +2.2% | 0.53% | +0.02 |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | Add +27.9% | 0.16% | +0.01 |
| AME Ametek Inc. | New | 0.01% | +0.01 |
| MRVL Marvell Technology Inc. | New | 0.01% | +0.01 |
| BKLN Invesco Senior Loan ETF | Add +3.4% | 0.23% | +0.01 |
| MAA Mid-America Apartment Comm | Add +21.8% | 0.08% | +0.01 |
| TT Trane Technologies PLC | Add +3.5% | 0.05% | +0.01 |
| GLDM SPDR Gold Minishares Trust | Add +2.7% | 0.05% | +0.01 |
| MNST Monster Beverage Corp. | Add +0.9% | 0.62% | +0.01 |
| CMCSA Comcast Corp. Class A | Add +6.3% | 0.07% | +0.01 |
| CTVA Corteva Inc. | Add +1.1% | 0.02% | +0.01 |
| JEPQ JPM Nasdaq Equity Premium | Add +16.5% | 0.02% | +0.00 |
| XLB SS Materials Select Sector | Add +8.9% | 0.02% | +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 |