APPLETON PARTNERS INC/MA

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
275
Total value ($000)
$1,631,983
Net value change ($000)
+198,392 (13.8%)
New positions
24
Sold out positions
11
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 57,788 166.4%
GFS 10,481 87.7%
AAPL 10,016 11.7%
FSMD 8,774 NEW
GOOGL 8,761 22.3%
AVSC 8,616 NEW
GEV 8,554 23.4%
SCHX 7,477 15.8%
GSLC 7,242 13.8%
LLY 6,089 34.7%
Top Reduces (Value $000, Stocks/ETFs)
JPME -8,100 -76.4%
JPSE -7,891 -78.9%
NFLX -4,607 -25.1%
HON -3,494 -100.0%
ICE -3,068 -19.6%
XLE -2,853 -9.0%
KTOS -2,747 -27.0%
NKE -1,733 -100.0%
DD -1,514 -100.0%
INTU -1,478 -41.7%
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