APPLETON PARTNERS INC/MA
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,631,983
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 275 | 1,631,983 | 13F-HR | APPLETON PARTNERS INC/MA |
| Q1 2026 | 4/28/2026 | 262 | 1,433,591 | 13F-HR | APPLETON PARTNERS INC/MA |
| Q4 2025 | 1/9/2026 | 263 | 1,518,018 | 13F-HR | APPLETON PARTNERS INC/MA |
| Q3 2025 | 11/5/2025 | 256 | 1,490,031 | 13F-HR | APPLETON PARTNERS INC/MA |
| Q2 2025 | 7/22/2025 | 251 | 1,413,190 | 13F-HR | APPLETON PARTNERS INC/MA |
| Q2 2014 | 7/23/2014 | 176 | 427,681 | 13F-HR | APPLETON PARTNERS INC/MA |
| Q1 2014 | 4/30/2014 | 170 | 422,614 | 13F-HR | APPLETON PARTNERS INC/MA |
| Q4 2013 | 2/13/2014 | 167 | 417,087 | 13F-HR | APPLETON PARTNERS INC/MA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.15 M | 70.5% | 154.8 K | 0 | 154.8 K |
| ETFs | 482 K | 29.5% | 43.59 K | 0 | 43.59 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
1,631,983
Holdings
275
QoQ value change ($000)
198,392
(13.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.