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APPLETON PARTNERS INC/MA
Updated 6 days agoManaged by Appleton Partners Inc/Ma • Latest filing Q3 2026
Portfolio value
$1.6B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $1.5B |
| Q4 2025 | $1.5B |
| Q1 2026 | $1.4B |
| Q2 2026 | $1.6B |
| Q3 2026 | $1.6B |
Top holdings
269 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $105.6M | 317.2K | 6.48% | — | |
| 2 | $80.6M | 75.7K | 4.95% | — | |
| 3 | $61.4M | 423.2K | 3.77% | — | |
| 4 | $61.3M | 119.5K | 3.76% | — | |
| 5 | $56.3M | 1.88M | 3.45% | — | |
| 6 | $45.7M | 134.1K | 2.80% | — | |
| 7 | $43.8M | 176.0K | 2.69% | — | |
| 8 | $40.1M | 121.3K | 2.46% | — | |
| 9 | $38.7M | 110.3K | 2.38% | — | |
| 10 | $34.3M | 36.0K | 2.10% | — | |
| 11 | $33.8M | 549.4K | 2.07% | — | |
| 12 | $28.5M | 79.4K | 1.75% | — | |
| 13 | $26.3M | 139.8K | 1.61% | — | |
| 14 | $24.8M | 903.5K | 1.52% | — | |
| 15 | $23.7M | 20.5K | 1.45% | — | |
| 16 | $22.4M | 97.2K | 1.37% | — | |
| 17 | $22M | 30.3K | 1.35% | — | |
| 18 | $21.7M | 266.8K | 1.33% | — | |
| 19 | $21.6M | 429.1K | 1.33% | — | |
| 20 | $21.6M | 94.5K | 1.32% | — |