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Filers›Asset Manager›APPLETON PARTNERS INC/MA
DOSSIER · 13F-HR · Q1 2026

APPLETON PARTNERS INC/MA

APPLETON /MA's asset manager based in Chicago, IL — $1M in tracked AUM across 262 positions as of Q1 2026.

A/
APPLETON /MA·Chicago, IL·Asset Manager
CIK 0001055290 · last filed Mar 31, 2026
Total AUM
$1M
▲ 15.5%
vs prior
Holdings
262
—
positions
Whale Score
36
36
tracked
Activity
—
no data
changes this Q
Top sector
Tech
13% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

APPLETON PARTNERS INC/MA filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$85,432337K6.0%
02
GSLC
GOLDMAN SACHS ETF TR ACTIVEBET
$52,605420K3.7%
03
SCHX
SCHWAB STRATEGIC TR US LRG CAP
$47,3541.8M3.3%
04
MSFT
MICROSOFT CORP COM
$44,196119K3.1%
05
GOOG
ALPHABET INC CAP STK CL C
$39,327137K2.7%
06
AMZN
AMAZON COM INC COM
$37,386180K2.6%
07
JPM
JPMORGAN CHASE & CO COM
$37,238127K2.6%
08
AVGO
BROADCOM INC COM
$36,746119K2.6%
09
GEV
GE VERNOVA INC COM
$36,58742K2.6%
10
MU
MICRON TECHNOLOGY INC COM
$34,738103K2.4%

Filing history

Filing history loading…
AI Agent · grounded in APPLETON
haiku-4-5 · 262 positions indexed
Sector mix
  • Tech13%
  • Health Care5%
  • Communications8%
  • Industrials20%
  • Energy46%
  • Other8%
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