APPLETON PARTNERS INC/MA: 13F holdings
CIK 10552902026Q2
| Positions | 275 |
|---|
| Reported value | $1.6bn |
|---|
| Filed | 2026-07-21 |
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Change since last quarter
| Positions | 275 (+13 vs prior quarter) |
|---|
| Reported value | $1.6bn (+13.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC COM | 329,859 | $95.4m | 5.8% |
| MU MICRON TECHNOLOGY INC COM | 80,158 | $92.5m | 5.7% |
| GSLC GOLDMAN SACHS ETF TR ACTIVEBET | 421,782 | $59.8m | 3.7% |
| SCHX SCHWAB STRATEGIC TR US LRG CAP | 1,863,107 | $54.8m | 3.4% |
| GOOG ALPHABET INC CAP STK CL C | 136,098 | $48.1m | 2.9% |
| GEV GE VERNOVA INC COM | 38,422 | $45.1m | 2.8% |
| MSFT MICROSOFT CORP COM | 116,361 | $43.4m | 2.7% |
| AVGO BROADCOM INC COM | 112,946 | $42.7m | 2.6% |
| AMZN AMAZON COM INC COM | 177,012 | $42.2m | 2.6% |
| JPM JPMORGAN CHASE & CO COM | 124,463 | $40.7m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1055290")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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