APPLETON PARTNERS INC/MA
RIA/Wealth
APPLETON PARTNERS INC/MA is a RIA/Wealth based in Boston, MA led by Douglas Campbell Chamberlain, reporting $13.5B in AUM as of Q3 2025 with AAPL as the largest holding (7% allocation).
CEODouglas Campbell Chamberlain
- Portfolio Value
- $1.4B
- Positions
- 239
- Top Holding
- AAPL at 6.51%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in APPLETON PARTNERS INC/MA's portfolio (32% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $88.6M | 6.51% | -$326.7K Sold | 0.00% 348.1K shares | |
Software - Infrastructure Technology | $60.8M | 4.46% | -$504.5K Sold | 0.00% 117.3K shares | |
ETF ETF | $49.1M | 3.60% | -$25.0K Sold | — 1.9M shares | |
Semiconductors Technology | $41.1M | 3.02% | -$3.6M Sold | 0.00% 124.6K shares | |
Banks - Diversified Financial Services | $40.5M | 2.97% | -$224.9K Sold | 0.00% 128.4K shares | |
Specialty Retail Consumer Cyclical | $39.7M | 2.92% | -$4.6K Sold | 0.00% 180.8K shares | |
Internet Content & Information Communication Services | $35.0M | 2.57% | -$2.7M Sold | 0.00% 143.5K shares | |
Financial - Credit Services Financial Services | $27.3M | 2.01% | -$1.5M Sold | 0.00% 80.1K shares | |
Renewable Utilities Utilities | $27.1M | 1.99% | -$2.4M Sold | 0.02% 44.0K shares | |
Home Improvement Consumer Cyclical | $26.2M | 1.92% | +$289.7K Bought | 0.01% 64.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in APPLETON PARTNERS INC/MA's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for APPLETON PARTNERS INC/MA
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