APPLETON PARTNERS INC/MA

Q3 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
256
Total value ($000)
$1,490,031
Net value change ($000)
+76,841 (5.4%)
New positions
11
Sold out positions
6
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 1/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 16,952 23.7%
CDNS 13,246 NEW
KTOS 12,505 NEW
LLY 10,285 285.3%
GOOGL 7,507 27.4%
MU 4,870 28.6%
GSLC 3,837 7.4%
AVGO 3,786 10.1%
SCHX 3,518 7.7%
GOOGL 3,256 35.9%
Top Reduces (Value $000, Stocks/ETFs)
ZTS -10,252 -81.2%
MRVL -10,039 -97.4%
NOC -7,324 -68.5%
TMO -6,580 -47.0%
LMT -4,009 -55.6%
CMG -3,422 -29.5%
V -2,672 -8.9%
NFLX -2,547 -11.2%
VRSK -2,459 -18.5%
PFFD -2,383 -59.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type