Appleton, WICIK 19873144 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
36 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 1.67M | $39.56M | 18.9% | −127.5K | Reduced |
| 2 | J P Morgan Exchange Traded F | 542.9K | $31.08M | 14.9% | +21.7K | Added |
| 3 | Schwab Strategic Tr | 582.5K | $15.39M | 7.4% | +582.5K | New |
| 4 | Microsoft Corp |
| 27.2K |
| $13.15M |
| 6.3% |
| +3.8K |
| Added |
| 5 | Nvidia Corporation | 67.9K | $12.67M | 6.1% | −15.0K | Reduced |
| 6 | Amazon Com Inc | 50.8K | $11.72M | 5.6% | +2.4K | Added |
| 7 | Palantir Technologies Inc | 62.8K | $11.16M | 5.3% | −1.4K | Reduced |
| 8 | Omega Healthcare Invs Inc | 246.6K | $10.93M | 5.2% | +51.8K | Added |
| 9 | Alphabet Inc | 30.8K | $9.63M | 4.6% | −3.5K | Reduced |
| 10 | Meta Platforms Inc | 14.3K | $9.41M | 4.5% | +1.5K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio