Appleton Partners Inc/ma
Appleton Partners Inc/ma reported 269 stocks worth $1.6M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are AAPL (6.5%), MU (5.0%) and GSLC (3.8%). Compared with Q2 2026, the fund opened new positions in DASH, RDDT and ISRG, added to GSLC, MSFT and SCHX, trimmed AAPL, MU and GOOG and sold out of XOM, ECHO and VSS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $106K | 6.5% | 317K | −13K (−4%) | 8 of 8 | |
| 2 |  MU Micron Technology Inc | $81K | 5.0% | 76K | −4,492 (−6%) | 8 of 8 | |
| 3 |  GSLC Goldman Sachs | $61K | 3.8% | 423K | +1,463 (+0%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $61K | 3.8% | 119K | +3,122 (+3%) | 8 of 8 | |
| 5 |  SCHX Schwab US Large Cap ETF | $56K | 3.5% | 1.9M | +13K (+1%) | 8 of 8 | |
| 6 |  GOOG Alphabet Inc | $46K | 2.8% | 134K | −2,043 (−2%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $44K | 2.7% | 176K | −1,035 (−1%) | 8 of 8 | |
| 8 |  JPM Jpmorgan Chase & Co. | $40K | 2.5% | 121K | −3,130 (−3%) | 8 of 8 | |
| 9 |  AVGO Broadcom Inc | $39K | 2.4% | 110K | −2,609 (−2%) | 8 of 8 | |
| 10 |  GEV GE Vernova Inc | $34K | 2.1% | 36K | −2,378 (−6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $4K | 29K |
 ECHO Echostar Corp | $344 | 3,389 |
 VSS Vanguard Intl Equity Index F | $272 | 1,765 |
 LRCX Lam Research Corp | $258 | 595 |
 SMTH Alps ETF TR | $257 | 10K |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Appleton Partners Inc/ma 13F FAQ
What does Appleton Partners Inc/ma own?
Appleton Partners Inc/ma reported 269 stocks worth $1.6M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are AAPL (6.5%), MU (5.0%) and GSLC (3.8%). The table above lists every position in the filing (the top 10 without an account).
What did Appleton Partners Inc/ma buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 70 added to, 137 trimmed and 10 sold out. New positions include DASH, RDDT and ISRG. It sold all of XOM, ECHO and VSS.
When will Appleton Partners Inc/ma file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Appleton Partners Inc/ma's portfolio worth?
The Q3 2026 filing reports $1.6M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.