APPLETON PARTNERS INC/MA

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
1/9/2026
Form type
13F-HR
Num holdings
263
Total value ($000)
$1,518,018
Net value change ($000)
+27,987 (1.9%)
New positions
14
Sold out positions
7
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
QXO 11,842 NEW
MU 11,714 53.5%
GOOGL 8,439 24.1%
SOLV 7,008 NEW
LLY 5,599 40.3%
AAPL 4,269 4.8%
GOOGL 3,188 25.9%
MS 2,585 10.6%
HON 2,555 588.7%
AMZN 1,822 4.6%
Top Reduces (Value $000, Stocks/ETFs)
CMG -8,189 -100.0%
NFLX -4,124 -20.5%
MSFT -3,972 -6.5%
HD -3,857 -14.7%
META -2,724 -11.0%
NOW -2,671 -24.4%
AJG -2,376 -15.7%
ROP -1,778 -15.8%
UNH -1,648 -10.4%
BX -1,510 -9.0%
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