APPLETON PARTNERS INC/MA Portfolio Holdings
Q3 2025•239 long positions•$1.4B portfolio value
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Holding245 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $88.6M 6.51% | -$326.7K Sold | 0.002% 348.1K shares | 349.4K → 348.1K −$326.7K | -0.37% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $60.8M 4.46% | -$504.5K Sold | 0.002% 117.3K shares | 118.3K → 117.3K −$504.5K | -0.82% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $49.1M 3.6% | -$25.0K Sold | — 1.9M shares | 1.9M → 1.9M −$25.0K | -0.05% | — — | Q1 2017 Held for 8y 8m | |
Semiconductors Technology | $41.1M 3.02% | -$3.6M Sold | 0.003% 124.6K shares | 135.4K → 124.6K −$3.6M | -7.97% | $1.56T Mega Cap | Q4 2015 Held for 9y 11m | |
Banks - Diversified Financial Services | $40.5M 2.97% | -$224.9K Sold | 0.005% 128.4K shares | 129.1K → 128.4K −$224.9K | -0.55% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $39.7M 2.92% | -$4.6K Sold | 0.002% 180.8K shares | 180.8K → 180.8K −$4.6K | -0.01% | $2.34T Mega Cap | Q1 2015 Held for 10y 8m | |
Internet Content & Information Communication Services | $35.0M 2.57% | -$2.7M Sold | 0.001% 143.5K shares | 154.7K → 143.5K −$2.7M | -7.24% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
Financial - Credit Services Financial Services | $27.3M 2.01% | -$1.5M Sold | 0.004% 80.1K shares | 84.5K → 80.1K −$1.5M | -5.26% | $662.60B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Renewable Utilities Utilities | $27.1M 1.99% | -$2.4M Sold | 0.016% 44.0K shares | 48.0K → 44.0K −$2.4M | -8.23% | $167.39B Large Cap | Q3 2024 Held for 1y 2m | |
Home Improvement Consumer Cyclical | $26.2M 1.92% | +$289.7K Bought | 0.006% 64.7K shares | 64.0K → 64.7K +$289.7K | +1.12% | $403.32B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $24.8M 1.82% | +$884.9K Bought | 0.001% 33.8K shares | 32.6K → 33.8K +$884.9K | +3.7% | $1.84T Mega Cap | Q3 2013 Held for 12y 2m | |
ETF ETF | $24.5M 1.8% | +$1.1M Bought | — 482.7K shares | 460.5K → 482.7K +$1.1M | +4.82% | — — | Q1 2018 Held for 7y 8m | |
Financial - Capital Markets Financial Services | $24.3M 1.79% | -$313.6K Sold | 0.01% 152.9K shares | 154.9K → 152.9K −$313.6K | -1.27% | $253.75B Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $24.1M 1.77% | -$203.8K Sold | — 270.3K shares | 272.6K → 270.3K −$203.8K | -0.84% | — — | Q3 2016 Held for 9y 2m | |
Semiconductors Technology | $21.9M 1.61% | -$1.2M Sold | 0.012% 130.8K shares | 138.0K → 130.8K −$1.2M | -5.25% | $187.25B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $20.1M 1.48% | +$134.9K Bought | — 864.4K shares | 858.6K → 864.4K +$134.9K | +0.67% | — — | Q4 2017 Held for 7y 11m | |
Entertainment Communication Services | $20.1M 1.48% | -$173.8K Sold | 0.004% 16.8K shares | 16.9K → 16.8K −$173.8K | -0.86% | $509.45B Mega Cap | Q4 2015 Held for 9y 11m | |
ETF ETF | $17.7M 1.3% | +$326.2K Bought | — 268.7K shares | 263.7K → 268.7K +$326.2K | +1.88% | — — | Q1 2017 Held for 8y 8m | |
Insurance - Diversified Financial Services | $16.9M 1.24% | +$588.2K Bought | 0.002% 33.6K shares | 32.5K → 33.6K +$588.2K | +3.61% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Asset Management Financial Services | $16.7M 1.23% | +$81.8K Bought | 0.013% 97.9K shares | 97.5K → 97.9K +$81.8K | +0.49% | $133.37B Large Cap | Q2 2021 Held for 4y 5m | |
Financial - Data & Stock Exchanges Financial Services | $16.7M 1.23% | +$381.9K Bought | 0.017% 99.2K shares | 96.9K → 99.2K +$381.9K | +2.34% | $96.4B Large Cap | Q1 2015 Held for 10y 8m | |
Semiconductors Technology | $16.5M 1.21% | +$635.5K Bought | 0.0% 88.7K shares | 85.3K → 88.7K +$635.5K | +3.99% | $4.54T Mega Cap | Q3 2016 Held for 9y 2m | |
Software - Application Technology | $16.2M 1.19% | +$1.1M Bought | 0.009% 23.7K shares | 22.1K → 23.7K +$1.1M | +7.49% | $190.40B Large Cap | Q1 2017 Held for 8y 8m | |
REIT - Healthcare Facilities Real Estate | $16.0M 1.17% | +$26.7K Bought | 0.013% 89.6K shares | 89.4K → 89.6K +$26.7K | +0.17% | $119.14B Large Cap | Q4 2022 Held for 2y 11m | |
Medical - Healthcare Plans Healthcare | $15.8M 1.16% | -$1.6M Sold | 0.005% 45.7K shares | 50.4K → 45.7K −$1.6M | -9.2% | $312.73B Mega Cap | Q2 2016 Held for 9y 5m | |
Insurance - Brokers Financial Services | $15.1M 1.11% | +$174.7K Bought | 0.019% 48.9K shares | 48.3K → 48.9K +$174.7K | +1.17% | $79.4B Large Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $15.0M 1.1% | +$81.0K Bought | — 261.9K shares | 260.4K → 261.9K +$81.0K | +0.54% | — — | Q2 2022 Held for 3y 5m | |
Drug Manufacturers - General Healthcare | $13.9M 1.02% | +$10.4M Bought | 0.002% 18.2K shares | 4.6K → 18.2K +$10.4M | +293.6% | $684.00B Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $13.8M 1.01% | +$121.8K Bought | — 445.9K shares | 442.0K → 445.9K +$121.8K | +0.89% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $13.7M 1.01% | -$367.1K Sold | — 20.6K shares | 21.2K → 20.6K −$367.1K | -2.6% | — — | Q1 2017 Held for 8y 8m | |
Software - Application Technology | $13.2M 0.973% | +$13.2M New | 0.014% 37.7K shares | 0 → 37.7K +$13.2M | New | $95.7B Large Cap | Q3 2025 Held for 2 months | |
Aerospace & Defense Industrials | $12.5M 0.918% | +$12.5M New | 0.081% 136.9K shares | 0 → 136.9K +$12.5M | New | $15.4B Large Cap | Q3 2025 Held for 2 months | |
Aerospace & Defense Industrials | $12.4M 0.913% | +$89.0K Bought | 0.061% 22.9K shares | 22.7K → 22.9K +$89.0K | +0.72% | $20.5B Large Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $12.3M 0.905% | -$187.2K Sold | 0.0% 50.7K shares | 51.5K → 50.7K −$187.2K | -1.5% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $12.3M 0.905% | +$4.6K Bought | — 441.5K shares | 441.4K → 441.5K +$4.6K | +0.04% | — — | Q1 2017 Held for 8y 8m | |
Chemicals - Specialty Basic Materials | $11.9M 0.878% | +$24.9K Bought | 0.014% 34.5K shares | 34.4K → 34.5K +$24.9K | +0.21% | $86.3B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Travel Services Consumer Cyclical | $11.9M 0.873% | +$124.2K Bought | 0.007% 2.2K shares | 2.2K → 2.2K +$124.2K | +1.06% | $174.99B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Machinery Industrials | $11.3M 0.828% | -$21.4K Sold | 0.021% 22.6K shares | 22.7K → 22.6K −$21.4K | -0.19% | $53.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Devices Healthcare | $11.2M 0.821% | +$275.4K Bought | 0.008% 30.3K shares | 29.5K → 30.3K +$275.4K | +2.52% | $141.33B Large Cap | Q4 2015 Held for 9y 11m | |
Construction Materials Basic Materials | $11.2M 0.82% | -$38.5K Sold | 0.027% 36.3K shares | 36.4K → 36.3K −$38.5K | -0.34% | $40.6B Large Cap | Q3 2016 Held for 9y 2m | |
Medical - Diagnostics & Research Healthcare | $11.1M 0.816% | -$140.8K Sold | 0.008% 56.0K shares | 56.8K → 56.0K −$140.8K | -1.25% | $141.96B Large Cap | Q3 2015 Held for 10y 2m | |
Software - Application Technology | $10.9M 0.802% | +$508.0K Bought | 0.006% 11.9K shares | 11.3K → 11.9K +$508.0K | +4.88% | $190.98B Large Cap | Q1 2018 Held for 7y 8m | |
Consulting Services Industrials | $10.8M 0.797% | +$104.1K Bought | 0.031% 43.1K shares | 42.7K → 43.1K +$104.1K | +0.97% | $35.1B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $10.7M 0.784% | +$2.7K Bought | — 73.9K shares | 73.9K → 73.9K +$2.7K | +0.03% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Entertainment Communication Services | $10.6M 0.777% | -$166.1K Sold | 0.005% 92.4K shares | 93.8K → 92.4K −$166.1K | -1.55% | $205.86B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Capital Markets Financial Services | $10.3M 0.759% | +$87.0K Bought | 0.079% 30.6K shares | 30.4K → 30.6K +$87.0K | +0.85% | $13.0B Large Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $9.8M 0.721% | +$801.3K Bought | 0.007% 14.1K shares | 12.9K → 14.1K +$801.3K | +8.88% | $143.63B Large Cap | Q2 2025 Held for 5 months | |
Waste Management Industrials | $9.8M 0.719% | -$164.8K Sold | 0.014% 42.7K shares | 43.4K → 42.7K −$164.8K | -1.65% | $71.6B Large Cap | Q4 2015 Held for 9y 11m | |
ETF ETF | $9.8M 0.716% | +$224.7K Bought | — 287.8K shares | 281.2K → 287.8K +$224.7K | +2.36% | — — | Q4 2018 Held for 6y 11m | |
Household & Personal Products Consumer Defensive | $9.7M 0.711% | -$112.6K Sold | 0.003% 63.0K shares | 63.7K → 63.0K −$112.6K | -1.15% | $359.62B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ |
