Appleton Partners portfolio
Type not verifiedPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 30, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Appleton Partners reported a $1.6 bn portfolio of 267 companies (269 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are AAPL, MU, GSLC.
Sections with a free account
What changed this quarter
174 positions with a change (3 new, 53 added to, 109 trimmed, 9 sold).
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- AppleAAPL6.5%
- Micron TechnologyMU4.9%
- Goldman Activebeta US LC ETFGSLC3.8%
- MicrosoftMSFT3.8%
- AlphabetGOOG · GOOGL3.7%
- Schwab US Large-cap ETFSCHX3.5%
- Amazon.comAMZN2.7%
- JPMorgan ChaseJPM2.5%
- BroadcomAVGO2.4%
- GE VernovaGEV2.1%
- State Street Energy Select Sector ETFXLE2.1%
- VisaV1.8%
- Morgan StanleyMS1.6%
- Schwab International Equity ETFSCHF1.5%
- Eli LillyLLY1.5%
Portfolio by sector
- ● No sector 33%
- ● Information Technology 24%
- ● Financials 11%
- ● Communication Services 7%
- ● Health Care 7%
- ● Industrials 7%
- ● Consumer Discretionary 5%
- ● Consumer Staples 3%
- ● Real Estate 2%
- ● Materials 2%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; more than 20% is ETFs. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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