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CIK: 0001055290
Total reported value
$1.6B
$1.6B
251 檔
16.4%
The Q2 2025 SEC filing reveals that Appleton Partners Inc/ma held a total portfolio value of $1.6B, covering 251 public equity positions.
Appleton Partners Inc/ma executed strategic sector rebalancing during Q2 2025, establishing 3 new positions while fully exiting 1 holdings and trimming 27 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GSLC) accounted for 16.4% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 251 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.07% | -0.11% | -1.42% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.16% | -0.42% | -3.28% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 3.69% | — | -1.16% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.22% | +0.06% | -1.81% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.81% | -0.02% | -2.46% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.65% | -0.10% | -7.30% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.64% | +0.05% | -10.92% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.12% | -0.02% | -2.83% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.94% | +0.21% | +0.29% | |
| 10 | GEV | GE Vernova Inc | Stock-Industrials | 1.80% | +0.22% | -2.45% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.70% | -0.18% | +2.18% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.66% | -0.11% | -0.17% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.65% | -0.22% | -4.50% | |
| 14 | XLE | Ss Energy Select Sector | ETF-Other | 1.64% | -0.44% | -0.16% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.60% | -0.44% | -3.93% | |
| 16 | MS | Morgan Stanley | Stock-Financials | 1.54% | +0.06% | +0.11% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.34% | +0.01% | +0.37% | |
| 18 | ICE | Intercontinental Exchange In | Stock-Financials | 1.26% | -0.32% | +0.62% | |
| 19 | INTU | Intuit Inc | Stock-Tech | 1.23% | -0.12% | -7.60% | |
| 20 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.22% | -0.05% | +0.18% | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 1.20% | +3.25% | -10.92% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.12% | +0.05% | +0.94% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | -0.08% | +23.78% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.11% | +0.25% | +36.45% | |
| 25 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.09% | — | -0.38% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.05% | -0.10% | +0.16% | |
| 27 | BX | Blackstone Inc | Stock-Financials | 1.03% | -0.07% | +0.33% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.99% | -0.12% | -3.80% | |
| 29 | WELL | Welltower Inc | Stock-Real Estate | 0.97% | +0.06% | +9.56% | |
| 30 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.96% | — | -5.88% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | +0.09% | +1.47% | |
| 32 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.94% | -0.13% | -3.20% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.93% | -0.01% | -2.96% | |
| 34 | ROP | Roper Technologies Inc | Stock-Tech | 0.91% | -0.02% | +0.35% | |
| 35 | ZTS | Zoetis Inc | Stock-Healthcare | 0.89% | — | -2.63% | |
| 36 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.89% | -0.01% | -4.14% | |
| 37 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.87% | +0.14% | +10.23% | |
| 38 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.84% | -0.03% | -0.06% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.83% | -0.06% | +1.31% | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.82% | -0.06% | +814.46% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.82% | -0.08% | -4.30% | |
| 42 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.82% | — | +0.23% | |
| 43 | DHR | Danaher CORP | Stock-Healthcare | 0.79% | -0.11% | -3.57% | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.79% | +0.04% | -1.61% | |
| 45 | CW | Curtiss-wright CORP | Stock-Industrials | 0.79% | -0.03% | -5.67% | |
| 46 | RSG | Republic Services Inc | Stock-Industrials | 0.76% | -0.11% | -5.91% | |
| 47 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.76% | -0.04% | +2.57% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.12% | -4.04% | |
| 49 | MRVL | Marvell Technology Inc | Stock-Tech | 0.73% | -0.01% | EXIT | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.14% | -3.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NOW | Servicenow Inc | +0.7% | +814.46% | Add |
| 2 | SPOT | Spotify Technology S.A. | +0.7% | NEW | New buy |
| 3 | AVGO | Broadcom Inc | +0.7% | -10.92% | Trim |
| 4 | GEV | GE Vernova Inc | +0.6% | -2.45% | Trim |
| 5 | MSFT | Microsoft CORP | +0.6% | -3.28% | Trim |
| 6 | NFLX | Netflix Inc | +0.3% | -3.93% | Trim |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +2.18% | Add |
| 8 | COF | Capital One Financial CORP | +0.3% | NEW | New buy |
| 9 | NVDA | Nvidia CORP | +0.3% | +1.47% | Add |
| 10 | CW | Curtiss-wright CORP | +0.2% | -5.67% | Trim |
| 11 | APD | Air Products & Chemicals Inc | +0.2% | NEW | New buy |
| 12 | MU | Micron Technology Inc | +0.2% | -10.92% | Trim |
| 13 | CIBR | First Trust Nasdaq Cybersecu | +0.2% | +10.23% | Add |
| 14 | MS | Morgan Stanley | +0.1% | +0.11% | Add |
| 15 | DGX | Quest Diagnostics Inc | +0.1% | +137.72% | Add |
| 16 | INTU | Intuit Inc | +0.1% | -7.60% | Trim |
| 17 | AMZN | Amazon.com Inc | +0.1% | -2.46% | Trim |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +0.29% | Add |
| 19 | BKNG | Booking Holdings Inc | +0.1% | -4.14% | Trim |
| 20 | DIS | Walt Disney Co/the | +0.1% | -4.30% | Trim |
| 21 | CMCSA | Comcast Corp-class A | +0.1% | +459.02% | Add |
| 22 | NKE | Nike Inc -cl B | +0.1% | +377.31% | Add |
| 23 | ADSK | Autodesk Inc | +0.1% | +0.79% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +23.78% | Add |
| 25 | EVR | Evercore Inc - A | 0% | -13.14% | Trim |
| 26 | PANW | Palo Alto Networks Inc | 0% | -2.02% | Trim |
| 27 | SCHF | Schwab Intl Equity ETF | 0% | +0.37% | Add |
| 28 | IEMG | Ishares Core Msci Emerging | 0% | +0.94% | Add |
| 29 | CNSWF | Constellation Software Inc | 0% | -1.00% | Trim |
| 30 | GSIE | Goldman Sachs Activebeta Int | 0% | +0.18% | Add |
| 31 | CMG | Chipotle Mexican Grill Inc | 0% | +0.23% | Add |
| 32 | JPM | Jpmorgan Chase & Co | 0% | -7.30% | Trim |
| 33 | MRVL | Marvell Technology Inc | 0% | -11.95% | Trim |
| 34 | VMC | Vulcan Materials Co | 0% | -0.47% | Trim |
| 35 | WELL | Welltower Inc | — | +9.56% | Add |
| 36 | GSLC | Goldman Activebeta US Lc ETF | 0% | -1.16% | Trim |
| 37 | SCHX | Schwab US Large-cap ETF | 0% | -1.81% | Trim |
| 38 | ICE | Intercontinental Exchange In | 0% | +0.62% | Add |
| 39 | BX | Blackstone Inc | 0% | +0.33% | Add |
| 40 | LVMUY | Lvmh Moet Hennessy-unsp Adr | -0.1% | -7.53% | Trim |
| 41 | PEP | Pepsico Inc | -0.1% | -4.98% | Trim |
| 42 | PG | Procter & Gamble Co/the | -0.2% | -3.65% | Trim |
| 43 | ZTS | Zoetis Inc | -0.2% | -2.63% | Trim |
| 44 | AJG | Arthur J Gallagher & Co | -0.2% | -0.38% | Trim |
| 45 | DFSEUR | Discover Financial Services | -0.2% | EXIT | Sold out |
| 46 | JPST | Jpmorgan Ultra-short Income | -0.2% | -4.50% | Trim |
| 47 | XLE | Ss Energy Select Sector | -0.3% | -0.16% | Trim |
| 48 | UNH | Unitedhealth Group Inc | -0.4% | +36.45% | Add |
| 49 | TMO | Thermo Fisher Scientific Inc | -0.4% | -3.80% | Trim |
| 50 | AAPL | Apple Inc | -1% | -1.42% | 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 251 disclosed positions in Q2 2025.
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.
Top New Position Initiated
SPOT
市值: $9.9M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $2.9M
During Q2 2025, Appleton Partners Inc/ma's top holdings by market value included AAPL (5.1%)、MSFT (4.2%)、GSLC (3.7%). The largest single position, AAPL, represented 5.1% of total portfolio value.
In Q2 2025, Appleton Partners Inc/ma made 50 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 27 holdings, and fully liquidating 1 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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