APPLETON PARTNERS INC/MA

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
262
Total value ($000)
$1,433,591
Net value change ($000)
-84,427 (-5.6%)
New positions
9
Sold out positions
10
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
GFS 11,954 NEW
SPGI 9,737 NEW
GEV 8,314 29.4%
XLE 7,566 31.1%
CW 2,665 21.3%
NFLX 2,388 14.9%
SOLV 2,244 32.0%
JNJ 1,621 16.6%
WELL 1,548 9.0%
XOM 1,331 35.1%
Top Reduces (Value $000, Stocks/ETFs)
AJG -12,756 -100.0%
MSFT -12,605 -22.2%
INTU -12,071 -77.3%
HD -10,378 -46.4%
ROP -8,034 -84.6%
AAPL -7,467 -8.0%
AVGO -4,659 -11.3%
AMZN -4,140 -10.0%
GOOGL -4,063 -9.4%
V -3,890 -13.8%
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