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CIK: 0001055290
Total reported value
$1.6B
$1.6B
262 檔
16.5%
During the Q1 2026 filing period, Appleton Partners Inc/ma (CIK: 0001055290) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 262 reported positions.
In Q1 2026, Appleton Partners Inc/ma adopted a defensive or profit-taking posture, trimming 108 positions and completely liquidating 10 holdings to manage risk exposure.
Showing top 200 holdings (of 262 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.96% | -0.11% | -1.49% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 3.67% | — | -0.63% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.30% | +0.06% | +0.03% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.08% | -0.42% | +1.65% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.74% | +0.21% | -0.85% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.61% | -0.02% | -0.22% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.60% | -0.10% | -0.41% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.56% | +0.05% | -0.76% | |
| 9 | GEV | GE Vernova Inc | Stock-Industrials | 2.55% | +0.22% | -3.11% | |
| 10 | MU | Micron Technology Inc | Stock-Tech | 2.42% | +3.25% | -12.64% | |
| 11 | XLE | Ss Energy Select Sector | ETF-Other | 2.22% | -0.44% | -4.29% | |
| 12 | MS | Morgan Stanley | Stock-Financials | 1.72% | +0.06% | -0.84% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.69% | -0.02% | +0.00% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.61% | -0.22% | -5.02% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.50% | +0.01% | +0.63% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.35% | -0.18% | +1.38% | |
| 17 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.34% | -0.05% | +0.99% | |
| 18 | WELL | Welltower Inc | Stock-Real Estate | 1.31% | +0.06% | +2.30% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.30% | +0.05% | +0.38% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.28% | -0.44% | +12.08% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.22% | +0.23% | +5.28% | |
| 22 | ICE | Intercontinental Exchange In | Stock-Financials | 1.09% | -0.32% | -1.13% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | -0.08% | -3.45% | |
| 24 | CW | Curtiss-wright CORP | Stock-Industrials | 1.06% | -0.03% | -1.79% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | +0.09% | -1.83% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.02% | -0.10% | -1.87% | |
| 27 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.96% | — | -6.03% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.06% | -6.08% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | -0.01% | -2.11% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.89% | +0.04% | +0.20% | |
| 31 | QXO | Qxo Inc | Stock-Industrials | 0.88% | -0.19% | +5.76% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.87% | +0.01% | +0.15% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | -0.11% | -43.94% | |
| 34 | GFS | GLOBALFOUNDRIES Inc. | Stock-Tech | 0.83% | +0.54% | — | |
| 35 | BX | Blackstone Inc | Stock-Financials | 0.82% | -0.07% | +3.29% | |
| 36 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.80% | -0.05% | +11.50% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.08% | -1.28% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.79% | +0.25% | -2.91% | |
| 39 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.77% | -0.03% | +0.02% | |
| 40 | DHR | Danaher CORP | Stock-Healthcare | 0.75% | -0.11% | +2.08% | |
| 41 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.75% | +0.16% | +1.47% | |
| 42 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.74% | -0.59% | +0.91% | |
| 43 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.71% | +0.14% | +0.62% | |
| 44 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.71% | -0.01% | +2.41% | |
| 45 | KTOS | Kratos Defense & Security | Stock-Industrials | 0.71% | -0.25% | -2.63% | |
| 46 | SYK | Stryker CORP | Stock-Healthcare | 0.70% | -0.06% | +0.26% | |
| 47 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.70% | -0.57% | +0.37% | |
| 48 | VMC | Vulcan Materials Co | Stock-Materials | 0.69% | -0.01% | -0.35% | |
| 49 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.68% | -0.03% | +13.09% | |
| 50 | SPGI | S&p Global Inc | Stock-Financials | 0.68% | -0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +0.7% | -3.11% | Trim |
| 2 | XLE | Ss Energy Select Sector | +0.6% | -4.29% | Trim |
| 3 | CW | Curtiss-wright CORP | +0.2% | -1.79% | Trim |
| 4 | NFLX | Netflix Inc | +0.2% | +12.08% | Add |
| 5 | MU | Micron Technology Inc | +0.2% | -12.64% | Trim |
| 6 | SOLV | Solventum CORP | +0.2% | +60.20% | Add |
| 7 | WELL | Welltower Inc | +0.2% | +2.30% | Add |
| 8 | JNJ | Johnson & Johnson | +0.2% | -1.28% | Trim |
| 9 | SCHF | Schwab Intl Equity ETF | +0.1% | +0.63% | Add |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +11.50% | Add |
| 11 | IEMG | Ishares Core Msci Emerging | +0.1% | +0.38% | Add |
| 12 | XOM | Exxon Mobil CORP | +0.1% | -4.20% | Trim |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +13.09% | Add |
| 14 | GLW | Corning Inc | +0.1% | -6.21% | Trim |
| 15 | QXO | Qxo Inc | +0.1% | +5.76% | Add |
| 16 | COMB | Graniteshares Bcom Broad Str | +0.1% | +1.80% | Add |
| 17 | GSIE | Goldman Sachs Activebeta Int | +0.1% | +0.99% | Add |
| 18 | HSY | Hershey Co/the | +0.1% | +8.89% | Add |
| 19 | JPME | JPM Diver Ret US Mc Equity | +0.1% | +0.91% | Add |
| 20 | APD | Air Products & Chemicals Inc | +0.1% | +18.01% | Add |
| 21 | EMLP | First Trust North American E | +0.1% | +0.10% | Add |
| 22 | COST | Costco Wholesale CORP | +0.1% | -7.99% | Trim |
| 23 | WMT | Walmart Inc | +0.1% | -3.40% | Trim |
| 24 | JPSE | JPM Diversified Rt Small Cap | +0.1% | +0.37% | Add |
| 25 | SCHA | Schwab US Small-cap ETF | +0.1% | +0.20% | Add |
| 26 | RSG | Republic Services Inc | +0.1% | +0.41% | Add |
| 27 | DGX | Quest Diagnostics Inc | +0.1% | +0.68% | Add |
| 28 | FPE | Ft-preferred Secur & Inc ETF | +0.1% | +15.37% | Add |
| 29 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +5.99% | Add |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | -0.27% | Trim |
| 31 | PEP | Pepsico Inc | +0.1% | -2.65% | Trim |
| 32 | JMST | JPM Ultra-short Muni Income | +0.1% | +5.01% | Add |
| 33 | HON | Honeywell International Inc | 0% | +0.90% | Add |
| 34 | EQIX | Equinix Inc | 0% | -1.61% | Trim |
| 35 | TJX | Tjx Companies Inc | 0% | -2.40% | Trim |
| 36 | SCHX | Schwab US Large-cap ETF | 0% | +0.03% | Add |
| 37 | JEPI | Jpmorgan Equity Premium Inco | 0% | -1.87% | Trim |
| 38 | XOP | Ss Spdr S&p Og Exp & Prod | 0% | -7.35% | Trim |
| 39 | CME | Cme Group Inc | 0% | -1.71% | Trim |
| 40 | SCHH | Schwab US Reit ETF | 0% | +2.49% | Add |
| 41 | SHW | Sherwin-williams Co/the | 0% | +0.02% | Add |
| 42 | PG | Procter & Gamble Co/the | 0% | -1.17% | Trim |
| 43 | ICE | Intercontinental Exchange In | 0% | -1.13% | Trim |
| 44 | CAT | Caterpillar Inc | 0% | +0.26% | Add |
| 45 | VLO | Valero Energy CORP | 0% | -3.96% | Trim |
| 46 | 6D8 | Dupont De Nemours Inc | 0% | +2.33% | Add |
| 47 | ABBV | Abbvie Inc | 0% | +2.17% | Add |
| 48 | NTDOY | Nintendo Co Ltd-unspons Adr | 0% | +27.92% | Add |
| 49 | SPHY | Ss Spdr P High Yield ETF | 0% | +4.00% | Add |
| 50 | JPST | Jpmorgan Ultra-short Income | 0% | -5.02% | 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 262 disclosed positions in Q1 2026.
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, GSLC, SCHX) accounted for 16.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
GFS
市值: $12.0M
Top Position Liquidated / Trimmed
AJG
前期市值: $12.8M
During Q1 2026, Appleton Partners Inc/ma's top holdings by market value included AAPL (6.0%)、GSLC (3.7%)、SCHX (3.3%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q1 2026, Appleton Partners Inc/ma made 184 total portfolio adjustments, initiating 9 new buys, adding to 57 positions, trimming 108 holdings, and fully liquidating 10 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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