APPLETON PARTNERS INC/MA

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
269
Total value ($000)
$1,628,949
Net value change ($000)
-3,034 (-0.2%)
New positions
4
Sold out positions
10
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 17,878 41.2%
AAPL 10,183 10.7%
DASH 7,376 NEW
RDDT 6,818 NEW
TER 6,786 135.6%
ISRG 6,089 NEW
FLRN 5,147 32.9%
XLE 4,775 16.5%
EXXONMOBIL HOLDINGS CORP COM S 4,689 NEW
SOLV 3,770 33.1%
Top Reduces (Value $000, Stocks/ETFs)
MU -11,933 -12.9%
GEV -10,881 -24.1%
GFS -9,058 -40.4%
BKNG -6,076 -53.2%
SYK -5,779 -55.2%
GLW -5,199 -85.7%
QXO -4,406 -39.2%
CW -4,240 -25.2%
XOM -3,940 -100.0%
AVGO -3,916 -9.2%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type