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CIK: 0001055290
Total reported value
$1.6B
$1.6B
256 檔
18.1%
As reported in its official Q3 2025 Form 13F filing, Appleton Partners Inc/ma's tracked investment portfolio stood at $1.6B with 256 total positions.
Appleton Partners Inc/ma executed strategic sector rebalancing during Q3 2025, establishing 7 new positions while fully exiting 1 holdings and trimming 25 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GSLC) accounted for 18.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
CDNS
市值: $13.2M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $2.9M
Showing top 200 holdings (of 256 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.95% | -0.11% | -0.37% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.08% | -0.42% | -0.82% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 3.75% | — | +0.03% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.29% | +0.06% | -0.05% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.76% | +0.05% | -7.97% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.72% | -0.10% | -0.55% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.66% | -0.02% | -0.01% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.35% | +0.21% | -7.24% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.83% | -0.02% | -5.26% | |
| 10 | GEV | GE Vernova Inc | Stock-Industrials | 1.82% | +0.22% | -8.23% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.76% | -0.11% | +1.12% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.67% | -0.18% | +3.70% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.64% | -0.22% | +4.82% | |
| 14 | MS | Morgan Stanley | Stock-Financials | 1.63% | +0.06% | -1.27% | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 1.62% | -0.44% | -0.84% | |
| 16 | MU | Micron Technology Inc | Stock-Tech | 1.47% | +3.25% | -5.25% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.35% | +0.01% | +0.68% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 1.35% | -0.44% | -0.86% | |
| 19 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.22% | -0.05% | +1.35% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.19% | +0.05% | +1.88% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | -0.08% | +3.61% | |
| 22 | BX | Blackstone Inc | Stock-Financials | 1.12% | -0.07% | +0.49% | |
| 23 | ICE | Intercontinental Exchange In | Stock-Financials | 1.12% | -0.32% | +2.34% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | +0.09% | +3.99% | |
| 25 | INTU | Intuit Inc | Stock-Tech | 1.09% | -0.12% | +7.49% | |
| 26 | WELL | Welltower Inc | Stock-Real Estate | 1.07% | +0.06% | +0.17% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.06% | +0.25% | -9.20% | |
| 28 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.02% | — | +1.17% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.00% | -0.10% | +0.54% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.93% | +0.23% | +293.60% | |
| 31 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.92% | — | +0.89% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | -0.01% | -2.60% | |
| 33 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.89% | +0.16% | — | |
| 34 | KTOS | Kratos Defense & Security | Stock-Industrials | 0.84% | -0.25% | — | |
| 35 | CW | Curtiss-wright CORP | Stock-Industrials | 0.83% | -0.03% | +0.72% | |
| 36 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.83% | +0.14% | +0.04% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | +0.06% | -1.50% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.83% | +0.04% | +0.04% | |
| 39 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.80% | -0.03% | +0.21% | |
| 40 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.80% | -0.01% | +1.06% | |
| 41 | ROP | Roper Technologies Inc | Stock-Tech | 0.76% | -0.02% | -0.19% | |
| 42 | SYK | Stryker CORP | Stock-Healthcare | 0.75% | -0.06% | +2.52% | |
| 43 | VMC | Vulcan Materials Co | Stock-Materials | 0.75% | -0.01% | -0.34% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.75% | -0.11% | -1.25% | |
| 45 | NOW | Servicenow Inc | Stock-Tech | 0.73% | -0.06% | +4.88% | |
| 46 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.73% | -0.13% | +0.97% | |
| 47 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.72% | +0.01% | +0.03% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.71% | -0.08% | -1.55% | |
| 49 | EVR | Evercore Inc - A | Stock-Financials | 0.69% | +0.01% | +0.85% | |
| 50 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.66% | -0.07% | +8.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.8% | -7.97% | Trim |
| 2 | GEV | GE Vernova Inc | +0.7% | -8.23% | Trim |
| 3 | NOW | Servicenow Inc | +0.7% | +4.88% | Add |
| 4 | LLY | Eli Lilly & Co | +0.6% | +293.60% | Add |
| 5 | MSFT | Microsoft CORP | +0.5% | -0.82% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | -7.24% | Trim |
| 7 | MU | Micron Technology Inc | +0.4% | -5.25% | Trim |
| 8 | NVDA | Nvidia CORP | +0.4% | +3.99% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.3% | +3.70% | Add |
| 10 | CW | Curtiss-wright CORP | +0.2% | +0.72% | Trim |
| 11 | MS | Morgan Stanley | +0.2% | -1.27% | Trim |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.50% | Trim |
| 13 | EVR | Evercore Inc - A | +0.2% | +0.85% | Trim |
| 14 | DGX | Quest Diagnostics Inc | +0.2% | +5.76% | Add |
| 15 | NKE | Nike Inc -cl B | +0.1% | +104.25% | Add |
| 16 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | +0.04% | Add |
| 17 | IEMG | Ishares Core Msci Emerging | +0.1% | +1.88% | Add |
| 18 | WELL | Welltower Inc | +0.1% | +0.17% | Add |
| 19 | VMC | Vulcan Materials Co | +0.1% | -0.34% | Trim |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | -0.55% | Trim |
| 21 | NFLX | Netflix Inc | +0.1% | -0.86% | Trim |
| 22 | BX | Blackstone Inc | +0.1% | +0.49% | Add |
| 23 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +0.03% | Trim |
| 24 | SCHX | Schwab US Large-cap ETF | +0.1% | -0.05% | Trim |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +3.61% | Add |
| 26 | SCHF | Schwab Intl Equity ETF | 0% | +0.68% | Add |
| 27 | GSIE | Goldman Sachs Activebeta Int | 0% | +1.35% | Add |
| 28 | SCHA | Schwab US Small-cap ETF | 0% | +0.04% | Trim |
| 29 | HD | Home Depot Inc | -0.1% | +1.12% | Add |
| 30 | AMZN | Amazon.com Inc | -0.1% | -0.01% | Trim |
| 31 | AAPL | Apple Inc | -0.1% | -0.37% | Trim |
| 32 | PFFD | Global X US Preferred ETF | -0.2% | -60.28% | Trim |
| 33 | CMG | Chipotle Mexican Grill Inc | -0.3% | +1.05% | Add |
| 34 | ROP | Roper Technologies Inc | -0.3% | -0.19% | Add |
| 35 | VRSK | Verisk Analytics Inc | -0.3% | +0.97% | Trim |
| 36 | LMT | Lockheed Martin CORP | -0.3% | -58.80% | Trim |
| 37 | UNH | Unitedhealth Group Inc | -0.4% | -9.20% | Add |
| 38 | V | Visa Inc-class A Shares | -0.5% | -5.26% | Trim |
| 39 | NOC | Northrop Grumman CORP | -0.6% | -74.13% | Trim |
| 40 | MRVL | Marvell Technology Inc | -0.7% | -97.59% | Trim |
| 41 | TMO | Thermo Fisher Scientific Inc | -0.9% | -55.72% | Trim |
| 42 | ZTS | Zoetis Inc | -0.9% | -80.01% | Trim |
| 43 | CDNS | Cadence Design Sys Inc | — | NEW | New buy |
| 44 | KTOS | Kratos Defense & Security | — | NEW | New buy |
| 45 | SPOT | Spotify Technology S.A. | — | NEW | New buy |
| 46 | COF | Capital One Financial CORP | — | NEW | New buy |
| 47 | FPE | Ft-preferred Secur & Inc ETF | — | NEW | New buy |
| 48 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
| 49 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 50 | HLI | Houlihan Lokey Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Appleton Partners Inc/ma reported a total U.S. public equity portfolio value of $1.6B across 256 disclosed positions in Q3 2025.
During Q3 2025, Appleton Partners Inc/ma's top holdings by market value included AAPL (6.0%)、MSFT (4.1%)、GSLC (3.8%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q3 2025, Appleton Partners Inc/ma made 50 total portfolio adjustments, initiating 7 new buys, adding to 17 positions, trimming 25 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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