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CIK: 0001055290
Total reported value
$1.6B
$1.6B
253 檔
17.0%
As reported in its official Q4 2024 Form 13F filing, Appleton Partners Inc/ma's tracked investment portfolio stood at $1.6B with 253 total positions.
In Q4 2024, Appleton Partners Inc/ma adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 4 holdings to manage risk exposure.
Showing top 200 holdings (of 253 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.71% | -0.11% | -5.00% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.73% | -0.42% | +0.20% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 3.72% | — | -2.00% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.29% | +0.06% | +198.22% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.03% | -0.02% | -4.22% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.78% | +0.05% | -5.99% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.53% | -0.10% | -4.56% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.17% | +0.21% | -3.70% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.09% | -0.02% | -6.08% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.84% | -0.22% | -14.75% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.79% | -0.11% | -5.47% | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 1.62% | -0.44% | +1.14% | |
| 13 | MS | Morgan Stanley | Stock-Financials | 1.42% | +0.06% | -2.97% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.39% | -0.12% | -1.35% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.38% | +0.25% | -2.13% | |
| 16 | GEV | GE Vernova Inc | Stock-Industrials | 1.26% | +0.22% | -3.43% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 1.23% | -0.44% | -4.65% | |
| 18 | BX | Blackstone Inc | Stock-Financials | 1.22% | -0.07% | -4.50% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.18% | +0.01% | +101.81% | |
| 20 | ICE | Intercontinental Exchange In | Stock-Financials | 1.16% | -0.32% | -1.38% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.14% | -0.18% | +3.75% | |
| 22 | INTU | Intuit Inc | Stock-Tech | 1.13% | -0.12% | -0.28% | |
| 23 | MRVL | Marvell Technology Inc | Stock-Tech | 1.11% | -0.01% | EXIT | |
| 24 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.08% | -0.05% | +0.34% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.07% | -0.10% | +4.89% | |
| 26 | EQIX | Equinix Inc | Stock-Real Estate | 1.05% | -0.02% | -2.31% | |
| 27 | ZTS | Zoetis Inc | Stock-Healthcare | 1.02% | — | -3.23% | |
| 28 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.01% | — | -0.37% | |
| 29 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.99% | — | +109.55% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | -0.01% | -2.64% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.97% | +0.05% | +2.22% | |
| 32 | MU | Micron Technology Inc | Stock-Tech | 0.95% | +3.25% | -1.82% | |
| 33 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.92% | — | -4.19% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.91% | — | -5.57% | |
| 35 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.90% | -0.13% | +0.59% | |
| 36 | DHR | Danaher CORP | Stock-Healthcare | 0.87% | -0.11% | -0.27% | |
| 37 | ROP | Roper Technologies Inc | Stock-Tech | 0.87% | -0.02% | +2.17% | |
| 38 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.87% | -0.03% | +2.09% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | +0.09% | +5.30% | |
| 40 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.86% | -0.01% | -7.42% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.83% | +0.04% | +102.37% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.81% | -0.14% | -5.11% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.81% | -0.08% | -10.21% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.12% | -15.82% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.79% | +0.01% | -4.72% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.06% | -2.29% | |
| 47 | SYK | Stryker CORP | Stock-Healthcare | 0.78% | -0.06% | +5.03% | |
| 48 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.74% | +0.01% | +0.14% | |
| 49 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.72% | -0.04% | -4.84% | |
| 50 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.68% | +0.14% | +4.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MRVL | Marvell Technology Inc | +1.1% | NEW | New buy |
| 2 | EVR | Evercore Inc - A | +0.6% | NEW | New buy |
| 3 | AVGO | Broadcom Inc | +0.6% | -5.99% | Trim |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.5% | +109.55% | Add |
| 5 | CW | Curtiss-wright CORP | +0.4% | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | +0.4% | -4.22% | Trim |
| 7 | GEV | GE Vernova Inc | +0.3% | -3.43% | Trim |
| 8 | MS | Morgan Stanley | +0.2% | -2.97% | Trim |
| 9 | NFLX | Netflix Inc | +0.2% | -4.65% | Trim |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -4.56% | Trim |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -3.70% | Trim |
| 12 | TEL | TE Connectivity plc | +0.2% | NEW | New buy |
| 13 | V | Visa Inc-class A Shares | +0.2% | -6.08% | Trim |
| 14 | AAPL | Apple Inc | +0.2% | -5.00% | Trim |
| 15 | 6D8 | Dupont De Nemours Inc | +0.2% | NEW | New buy |
| 16 | NVDA | Nvidia CORP | +0.1% | +5.30% | Add |
| 17 | MUB | Ishares National Muni Bond E | +0.1% | +352.80% | Add |
| 18 | ROL | Rollins Inc | +0.1% | +129.13% | Add |
| 19 | BX | Blackstone Inc | +0.1% | -4.50% | Trim |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.29% | Trim |
| 21 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | +4.73% | Add |
| 22 | IBB | Ishares Biotechnology ETF | -0.1% | +0.14% | Add |
| 23 | GSIE | Goldman Sachs Activebeta Int | -0.1% | +0.34% | Add |
| 24 | SHW | Sherwin-williams Co/the | -0.1% | +2.09% | Add |
| 25 | PEP | Pepsico Inc | -0.1% | -3.48% | Trim |
| 26 | AMT | American Tower CORP | -0.1% | -0.51% | Trim |
| 27 | AMGN | Amgen Inc | -0.1% | -5.65% | Trim |
| 28 | ICE | Intercontinental Exchange In | -0.1% | -1.38% | Trim |
| 29 | DOW | Dow Inc | -0.1% | EXIT | Sold out |
| 30 | SCHF | Schwab Intl Equity ETF | -0.1% | +101.81% | Add |
| 31 | COST | Costco Wholesale CORP | -0.1% | -15.82% | Trim |
| 32 | INVH | Invitation Homes Inc | -0.1% | EXIT | Sold out |
| 33 | NOC | Northrop Grumman CORP | -0.1% | -4.84% | Trim |
| 34 | LVMUY | Lvmh Moet Hennessy-unsp Adr | -0.1% | -13.50% | Trim |
| 35 | LMT | Lockheed Martin CORP | -0.1% | -0.36% | Trim |
| 36 | HSY | Hershey Co/the | -0.1% | -23.37% | Trim |
| 37 | JNJ | Johnson & Johnson | -0.1% | -9.65% | Trim |
| 38 | MRK | Merck & Co. Inc. | -0.2% | -4.72% | Trim |
| 39 | HD | Home Depot Inc | -0.2% | -5.47% | Trim |
| 40 | TEL | TE Connectivity plc | -0.2% | EXIT | Sold out |
| 41 | DHR | Danaher CORP | -0.2% | -0.27% | Trim |
| 42 | MU | Micron Technology Inc | -0.2% | -1.82% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.2% | -2.13% | Trim |
| 44 | ZTS | Zoetis Inc | -0.2% | -3.23% | Trim |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.3% | -1.35% | Trim |
| 46 | JPST | Jpmorgan Ultra-short Income | -0.3% | -14.75% | Trim |
| 47 | HERO | Global X Video Games& Esport | -0.4% | -93.87% | Trim |
| 48 | IQV | Iqvia Holdings Inc | -0.5% | -95.23% | Trim |
| 49 | CP | Canadian Pacific Kansas City | -0.6% | EXIT | Sold out |
| 50 | STZ | Constellation Brands Inc-a | -0.6% | -95.46% | Trim |
According to official SEC Form 13F filings, Appleton Partners Inc/ma reported a total U.S. public equity portfolio value of $1.6B across 253 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GSLC) accounted for 17.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
MRVL
市值: $15.1M
Top Position Liquidated / Trimmed
CP
前期市值: $7.7M
During Q4 2024, Appleton Partners Inc/ma's top holdings by market value included AAPL (6.7%)、MSFT (3.7%)、GSLC (3.7%). The largest single position, AAPL, represented 6.7% of total portfolio value.
In Q4 2024, Appleton Partners Inc/ma made 50 total portfolio adjustments, initiating 5 new buys, adding to 9 positions, trimming 32 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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