Institutional Fund
Appleton Partners Inc/Ma
Boston, MACIK 10552905 filings on record
Portfolio Value
$1.43M
Q1 2026
Holdings
262
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-5.6%
from $1.52M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc6.0%
- Goldman Sachs ETF Tr3.7%
- Schwab Strategic Tr3.3%
- Microsoft Corp3.1%
- Alphabet Inc2.7%
- Amazon Com Inc2.6%
- Other78.6%
Portfolio Holdings
262 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 336.6K | $85.4K | 6.0% | −5.1K | Reduced |
| 2 | Goldman Sachs ETF Tr | 420.4K | $52.6K | 3.7% | −2.7K | Reduced |
| 3 | Schwab Strategic Tr | 1.85M | $47.4K | 3.3% | +494 | Added |
| 4 | Microsoft Corp | 119.4K | $44.2K | 3.1% | +1.9K | Added |
| 5 | Alphabet Inc | 137.1K | $39.3K | 2.7% | −1.2K | Reduced |
| 6 | Amazon Com Inc | 179.5K | $37.4K | 2.6% | −398 | Reduced |
| 7 | Jpmorgan Chase & Co. | 126.6K | $37.2K | 2.6% | −522 | Reduced |
| 8 | Broadcom Inc | 118.7K | $36.7K | 2.6% | −910 | Reduced |
| 9 | Ge Vernova Inc | 41.9K | $36.6K | 2.6% | −1.3K | Reduced |
| 10 | Micron Technology Inc | 102.8K | $34.7K | 2.4% | −14.9K | Reduced |
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