Appleton Partners Inc

13F filer · CIK 0001055290

Reported Jul 21, 2026

Net seller this quarter

13F portfolio value$1.63BU.S. long equity reported on 13F

Positions1738 new · 5 closed

Net flow last quarter-$38.2MBuys minus sells

Top 10 positions weight31.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 2026173 positions
AAPLApple Inc.	$95.4M	5.85%	0.00%	-2.0%	Q3 2013
MUMicron Technology Inc	$92.5M	5.67%	0.01%	-22.0%	Q4 2023
GOOGAlphabet Inc.	$48.1M	2.95%	Not reported	-0.7%	Q3 2015
GEVGE Vernova Inc.	$45.1M	2.77%	0.01%	-8.3%	Q2 2024
MSFTMicrosoft Corp	$43.4M	2.66%	0.00%	-2.5%	Q3 2013
AVGOBroadcom Inc.	$42.7M	2.61%	0.00%	-4.9%	Q1 2016
AMZNAmazon Com Inc	$42.2M	2.59%	0.00%	-1.4%	Q1 2015
JPMJPMorgan Chase & Co	$40.7M	2.50%	0.00%	-1.7%	Q3 2013
MSMorgan Stanley	$29.1M	1.78%	0.01%	-7.3%	Q4 2016
VVisa Inc.	$27.3M	1.67%	0.00%	-0.8%	Q3 2013
LLYELI LILLY & Co	$23.6M	1.45%	0.00%	+3.3%	Q4 2014
GFSGLOBALFOUNDRIES Inc.	$22.4M	1.37%	0.05%	+1.3%	Q1 2026
WELLWelltower Inc.	$22.3M	1.37%	0.01%	+3.3%	Q4 2015
METAMeta Platforms, Inc.	$19.2M	1.18%	Not reported	+0.3%	Q3 2013
NVDANvidia Corp	$18.6M	1.14%	0.00%	+8.2%	Q3 2016
UNHUnitedhealth Group Inc	$16.9M	1.04%	0.00%	-2.3%	Q2 2016
CWCurtiss Wright Corp	$16.8M	1.03%	0.06%	-0.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$16.2M	0.99%	Not reported	+0.7%	Q3 2013
GOOGLAlphabet Inc.	$16.1M	0.99%	0.00%	-3.3%	Q3 2015
CDNSCadence Design Systems Inc	$14.8M	0.91%	0.01%	+1.2%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$14.7M	0.90%	Not reported	-2.1%	Q1 2017
NFLXNetflix Inc	$13.8M	0.84%	0.00%	+0.9%	Q4 2015
ICEIntercontinental Exchange, Inc.	$12.6M	0.77%	0.02%	+2.7%	Q1 2015
BXBlackstone Inc.	$12.2M	0.75%	0.01%	+1.5%	Q2 2021
MNSTMonster Beverage Corp	$12.1M	0.74%	0.01%	+2.7%	Q3 2018
SHWSherwin Williams Co	$12.1M	0.74%	0.01%	+2.0%	Q3 2013
HDHome Depot, Inc.	$11.8M	0.73%	0.00%	-7.9%	Q3 2013
JNJJohnson & Johnson	$11.7M	0.71%	0.00%	-1.5%	Q3 2013
PANWPalo Alto Networks Inc	$11.5M	0.70%	0.00%	-4.6%	Q3 2013
BKNGBooking Holdings Inc.	$11.4M	0.70%	0.01%	+5.6%	Q1 2018
SOLVSolventum Corp	$11.4M	0.70%	0.09%	+4.3%	Q2 2024
QXOQXO, Inc.	$11.3M	0.69%	0.09%	+0.3%	Q4 2025
VMCVulcan Materials CO	$11.1M	0.68%	0.03%	+3.8%	Q3 2016
EVREvercore Inc.	$11M	0.67%	Not reported	+0.9%	Q4 2024
SPABASTROTECH Corp	$10.6M	0.65%	Not reported	+8.4%	Q4 2018
SYKStryker Corp	$10.5M	0.64%	0.01%	+8.8%	Q3 2013
DHRDanaher Corp	$10.4M	0.64%	0.01%	-4.0%	Q3 2015
SPGIS&P Global Inc.	$9.21M	0.56%	0.01%	-1.2%	Q2 2016
WCNWaste Connections, Inc.	$9.05M	0.55%	0.02%	+4.7%	Q4 2020
RSGRepublic Services, Inc.	$8.89M	0.54%	0.01%	-3.9%	Q4 2015
DISWalt Disney Co	$8.78M	0.54%	0.01%	-1.1%	Q3 2013
COSTCostco Wholesale Corp	$8.59M	0.53%	0.00%	-2.5%	Q3 2013
ABBVAbbVie Inc.	$8.57M	0.53%	0.00%	-2.5%	Q3 2013
PGPROCTER & GAMBLE Co	$7.73M	0.47%	0.00%	-12.9%	Q3 2013
VRSKVerisk Analytics, Inc.	$7.7M	0.47%	0.03%	-5.1%	Q2 2023
KTOSKratos Defense & Security Solutions, Inc.	$7.43M	0.46%	0.08%	+3.3%	Q3 2025
SPOTSpotify Technology S.A.	$6.72M	0.41%	0.01%	+2.9%	Q2 2025
WMTWalmart Inc.	$6.67M	0.41%	0.00%	-5.1%	Q3 2013
NOWServiceNow, Inc.	$6.65M	0.41%	0.01%	+4.5%	Q1 2018
TJXTJX Companies Inc	$6.64M	0.41%	0.00%	-1.9%	Q3 2013

Q1 2026Reported Apr 28, 2026169 positions
AAPLApple Inc.	$85.4M	5.96%	0.00%	-1.5%	Q3 2013
MSFTMicrosoft Corp	$44.2M	3.08%	0.00%	+1.7%	Q3 2013
GOOGAlphabet Inc.	$39.3M	2.74%	Not reported	-0.9%	Q3 2015
AMZNAmazon Com Inc	$37.4M	2.61%	0.00%	-0.2%	Q1 2015
JPMJPMorgan Chase & Co	$37.2M	2.60%	0.00%	-0.4%	Q3 2013
AVGOBroadcom Inc.	$36.7M	2.56%	0.00%	-0.8%	Q1 2016
GEVGE Vernova Inc.	$36.6M	2.55%	0.02%	-3.1%	Q2 2024
MUMicron Technology Inc	$34.7M	2.42%	0.01%	-12.6%	Q4 2023
MSMorgan Stanley	$24.7M	1.72%	0.01%	-0.8%	Q4 2016
VVisa Inc.	$24.3M	1.69%	0.00%	0.0%	Q3 2013
METAMeta Platforms, Inc.	$19.4M	1.35%	Not reported	+1.4%	Q3 2013
WELLWelltower Inc.	$18.8M	1.31%	0.01%	+2.3%	Q4 2015
NFLXNetflix Inc	$18.4M	1.28%	0.00%	+12.1%	Q4 2015
LLYELI LILLY & Co	$17.6M	1.22%	0.00%	+5.3%	Q4 2014
ICEIntercontinental Exchange, Inc.	$15.7M	1.09%	0.02%	-1.1%	Q1 2015
BRK.BBerkshire Hathaway Inc	$15.4M	1.07%	Not reported	-3.5%	Q3 2013
CWCurtiss Wright Corp	$15.2M	1.06%	0.06%	-1.8%	Q4 2024
NVDANvidia Corp	$15M	1.05%	0.00%	-1.8%	Q3 2016
GOOGLAlphabet Inc.	$13.4M	0.93%	0.00%	-6.1%	Q3 2015
SPYSPDR S&P 500 ETF Trust	$13.1M	0.91%	Not reported	-2.1%	Q1 2017
QXOQXO, Inc.	$12.6M	0.88%	0.09%	+5.8%	Q4 2025
HDHome Depot, Inc.	$12M	0.84%	0.00%	-43.9%	Q3 2013
GFSGLOBALFOUNDRIES Inc.	$12M	0.83%	0.05%	New	Q1 2026
BXBlackstone Inc.	$11.7M	0.82%	0.01%	+3.3%	Q2 2021
JNJJohnson & Johnson	$11.4M	0.79%	0.00%	-1.3%	Q3 2013
UNHUnitedhealth Group Inc	$11.3M	0.79%	0.00%	-2.9%	Q2 2016
SHWSherwin Williams Co	$11.1M	0.77%	0.01%	0.0%	Q3 2013
DHRDanaher Corp	$10.8M	0.75%	0.01%	+2.1%	Q3 2015
CDNSCadence Design Systems Inc	$10.8M	0.75%	0.01%	+1.5%	Q3 2025
BKNGBooking Holdings Inc.	$10.2M	0.71%	0.01%	+2.4%	Q1 2018
KTOSKratos Defense & Security Solutions, Inc.	$10.2M	0.71%	0.08%	-2.6%	Q3 2025
SYKStryker Corp	$10.1M	0.70%	0.01%	+0.3%	Q3 2013
VMCVulcan Materials CO	$9.84M	0.69%	0.03%	-0.4%	Q3 2016
SPABASTROTECH Corp	$9.78M	0.68%	Not reported	+13.1%	Q4 2018
SPGIS&P Global Inc.	$9.74M	0.68%	0.01%	Not reported	Q2 2016
EVREvercore Inc.	$9.53M	0.66%	Not reported	+4.0%	Q4 2024
RSGRepublic Services, Inc.	$9.52M	0.66%	0.01%	+0.4%	Q4 2015
COSTCostco Wholesale Corp	$9.38M	0.65%	0.00%	-8.0%	Q3 2013
SOLVSolventum Corp	$9.25M	0.65%	0.08%	+60.2%	Q2 2024
MNSTMonster Beverage Corp	$8.9M	0.62%	0.01%	+0.9%	Q3 2018
DISWalt Disney Co	$8.88M	0.62%	0.01%	0.0%	Q3 2013
PGPROCTER & GAMBLE Co	$8.74M	0.61%	0.00%	-1.2%	Q3 2013
VRSKVerisk Analytics, Inc.	$8.57M	0.60%	0.03%	-4.3%	Q2 2023
WCNWaste Connections, Inc.	$8.43M	0.59%	0.02%	0.0%	Q4 2020
WMTWalmart Inc.	$7.71M	0.54%	0.00%	-3.4%	Q3 2013
ABBVAbbVie Inc.	$7.6M	0.53%	0.00%	+2.2%	Q3 2013
TJXTJX Companies Inc	$7.14M	0.50%	0.00%	-2.4%	Q3 2013
PEPPepsico Inc	$7.14M	0.50%	0.00%	-2.7%	Q3 2013
SPOTSpotify Technology S.A.	$6.9M	0.48%	0.01%	-0.9%	Q2 2025
TMOThermo Fisher Scientific Inc.	$6.73M	0.47%	0.00%	-8.2%	Q3 2013

Q4 2025Reported Jan 9, 2026168 positions
AAPLApple Inc.	$92.9M	6.12%	0.00%	-1.8%	Q3 2013
MSFTMicrosoft Corp	$56.8M	3.74%	0.00%	+0.1%	Q3 2013
GOOGAlphabet Inc.	$43.4M	2.86%	Not reported	-3.7%	Q3 2015
AMZNAmazon Com Inc	$41.5M	2.74%	0.00%	-0.5%	Q1 2015
AVGOBroadcom Inc.	$41.4M	2.73%	0.00%	-4.0%	Q1 2016
JPMJPMorgan Chase & Co	$41M	2.70%	0.00%	-1.0%	Q3 2013
MUMicron Technology Inc	$33.6M	2.21%	0.01%	-10.0%	Q4 2023
GEVGE Vernova Inc.	$28.3M	1.86%	0.02%	-1.7%	Q2 2024
VVisa Inc.	$28.2M	1.85%	0.00%	+0.3%	Q3 2013
MSMorgan Stanley	$26.9M	1.77%	0.01%	-0.9%	Q4 2016
HDHome Depot, Inc.	$22.4M	1.47%	0.01%	+0.4%	Q3 2013
METAMeta Platforms, Inc.	$22.1M	1.46%	Not reported	-1.0%	Q3 2013
LLYELI LILLY & Co	$19.5M	1.28%	0.00%	-0.4%	Q4 2014
WELLWelltower Inc.	$17.3M	1.14%	0.01%	+3.8%	Q4 2015
BRK.BBerkshire Hathaway Inc	$16.7M	1.10%	Not reported	-1.0%	Q3 2013
NVDANvidia Corp	$16.4M	1.08%	0.00%	-1.1%	Q3 2016
ICEIntercontinental Exchange, Inc.	$16.3M	1.07%	0.02%	+1.6%	Q1 2015
NFLXNetflix Inc	$16M	1.05%	0.00%	+1.7%	Q4 2015
INTUIntuit Inc.	$15.6M	1.03%	0.01%	-0.7%	Q1 2017
GOOGLAlphabet Inc.	$15.5M	1.02%	0.00%	-2.3%	Q3 2015
BXBlackstone Inc.	$15.2M	1.00%	0.01%	+0.8%	Q2 2021
UNHUnitedhealth Group Inc	$14.1M	0.93%	0.00%	-6.3%	Q2 2016
SPYSPDR S&P 500 ETF Trust	$14M	0.92%	Not reported	-0.6%	Q1 2017
DHRDanaher Corp	$12.8M	0.84%	0.01%	-0.3%	Q3 2015
AJGArthur J. Gallagher & Co.	$12.8M	0.84%	0.02%	+0.9%	Q3 2022
BKNGBooking Holdings Inc.	$12.7M	0.84%	0.01%	+7.5%	Q1 2018
CWCurtiss Wright Corp	$12.5M	0.82%	0.06%	-1.1%	Q4 2024
CDNSCadence Design Systems Inc	$12M	0.79%	0.01%	+1.7%	Q3 2025
QXOQXO, Inc.	$11.8M	0.78%	0.09%	New	Q4 2025
KTOSKratos Defense & Security Solutions, Inc.	$11.3M	0.74%	0.09%	+8.4%	Q3 2025
SHWSherwin Williams Co	$11.2M	0.74%	0.01%	-0.1%	Q3 2013
SYKStryker Corp	$10.7M	0.71%	0.01%	+0.8%	Q3 2013
VRSKVerisk Analytics, Inc.	$10.6M	0.70%	0.03%	+9.5%	Q2 2023
DISWalt Disney Co	$10.5M	0.69%	0.01%	-0.2%	Q3 2013
EVREvercore Inc.	$10.4M	0.69%	Not reported	+0.2%	Q4 2024
VMCVulcan Materials CO	$10.3M	0.68%	0.03%	-0.1%	Q3 2016
JNJJohnson & Johnson	$9.77M	0.64%	0.00%	+0.4%	Q3 2013
ROPRoper Technologies Inc	$9.5M	0.63%	0.02%	-5.6%	Q3 2013
MNSTMonster Beverage Corp	$9.33M	0.61%	0.01%	-0.2%	Q3 2018
RSGRepublic Services, Inc.	$9.17M	0.60%	0.01%	+1.4%	Q4 2015
WCNWaste Connections, Inc.	$9.1M	0.60%	0.02%	+1.2%	Q4 2020
COSTCostco Wholesale Corp	$8.82M	0.58%	0.00%	-1.1%	Q3 2013
PGPROCTER & GAMBLE Co	$8.77M	0.58%	0.00%	-2.8%	Q3 2013
SPABASTROTECH Corp	$8.69M	0.57%	Not reported	+6.8%	Q4 2018
TMOThermo Fisher Scientific Inc.	$8.63M	0.57%	0.00%	-2.5%	Q3 2013
SPOTSpotify Technology S.A.	$8.34M	0.55%	0.01%	+2.0%	Q2 2025
NOWServiceNow, Inc.	$8.26M	0.54%	0.01%	-9.2%	Q1 2018
ADSKAutodesk, Inc.	$8.13M	0.54%	0.01%	+11.3%	Q4 2020
ABBVAbbVie Inc.	$7.81M	0.51%	0.00%	-11.1%	Q3 2013
WMTWalmart Inc.	$7.16M	0.47%	0.00%	-0.3%	Q3 2013

Q3 2025Reported Nov 5, 2025162 positions
AAPLApple Inc.	$88.6M	5.95%	0.00%	-0.4%	Q3 2013
MSFTMicrosoft Corp	$60.8M	4.08%	0.00%	-0.8%	Q3 2013
AVGOBroadcom Inc.	$41.1M	2.76%	0.00%	-8.0%	Q1 2016
JPMJPMorgan Chase & Co	$40.5M	2.72%	0.00%	-0.6%	Q3 2013
AMZNAmazon Com Inc	$39.7M	2.66%	0.00%	0.0%	Q1 2015
GOOGAlphabet Inc.	$35M	2.35%	Not reported	-7.2%	Q3 2015
VVisa Inc.	$27.3M	1.83%	0.00%	-5.3%	Q3 2013
GEVGE Vernova Inc.	$27.1M	1.82%	0.02%	-8.2%	Q2 2024
HDHome Depot, Inc.	$26.2M	1.76%	0.01%	+1.1%	Q3 2013
METAMeta Platforms, Inc.	$24.8M	1.67%	Not reported	+3.7%	Q3 2013
MSMorgan Stanley	$24.3M	1.63%	0.01%	-1.3%	Q4 2016
MUMicron Technology Inc	$21.9M	1.47%	0.01%	-5.3%	Q4 2023
NFLXNetflix Inc	$20.1M	1.35%	0.00%	-0.9%	Q4 2015
BRK.BBerkshire Hathaway Inc	$16.9M	1.13%	Not reported	+3.6%	Q3 2013
BXBlackstone Inc.	$16.7M	1.12%	0.01%	+0.5%	Q2 2021
ICEIntercontinental Exchange, Inc.	$16.7M	1.12%	0.02%	+2.3%	Q1 2015
NVDANvidia Corp	$16.5M	1.11%	0.00%	+4.0%	Q3 2016
INTUIntuit Inc.	$16.2M	1.09%	0.01%	+7.5%	Q1 2017
WELLWelltower Inc.	$16M	1.07%	0.01%	+0.2%	Q4 2015
UNHUnitedhealth Group Inc	$15.8M	1.06%	0.01%	-9.2%	Q2 2016
AJGArthur J. Gallagher & Co.	$15.1M	1.02%	0.02%	+1.2%	Q3 2022
LLYELI LILLY & Co	$13.9M	0.93%	0.00%	+293.6%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$13.7M	0.92%	Not reported	-2.6%	Q1 2017
CDNSCadence Design Systems Inc	$13.2M	0.89%	0.01%	New	Q3 2025
KTOSKratos Defense & Security Solutions, Inc.	$12.5M	0.84%	0.08%	New	Q3 2025
CWCurtiss Wright Corp	$12.4M	0.83%	0.06%	+0.7%	Q4 2024
GOOGLAlphabet Inc.	$12.3M	0.83%	0.00%	-1.5%	Q3 2015
SHWSherwin Williams Co	$12M	0.80%	0.01%	+0.2%	Q3 2013
BKNGBooking Holdings Inc.	$11.9M	0.80%	0.01%	+1.1%	Q1 2018
ROPRoper Technologies Inc	$11.3M	0.76%	0.02%	-0.2%	Q3 2013
SYKStryker Corp	$11.2M	0.75%	0.01%	+2.5%	Q3 2013
VMCVulcan Materials CO	$11.2M	0.75%	0.03%	-0.3%	Q3 2016
DHRDanaher Corp	$11.1M	0.75%	0.01%	-1.3%	Q3 2015
NOWServiceNow, Inc.	$10.9M	0.73%	0.01%	+4.9%	Q1 2018
VRSKVerisk Analytics, Inc.	$10.9M	0.73%	0.03%	+1.0%	Q2 2023
DISWalt Disney Co	$10.6M	0.71%	0.00%	-1.6%	Q3 2013
EVREvercore Inc.	$10.3M	0.69%	Not reported	+0.9%	Q4 2024
SPOTSpotify Technology S.A.	$9.82M	0.66%	0.01%	+8.9%	Q2 2025
RSGRepublic Services, Inc.	$9.8M	0.66%	0.01%	-1.7%	Q4 2015
PGPROCTER & GAMBLE Co	$9.68M	0.65%	0.00%	-1.2%	Q3 2013
COSTCostco Wholesale Corp	$9.57M	0.64%	0.00%	-0.9%	Q3 2013
WCNWaste Connections, Inc.	$9.01M	0.60%	0.02%	+2.9%	Q4 2020
ABBVAbbVie Inc.	$8.9M	0.60%	0.00%	-3.3%	Q3 2013
JNJJohnson & Johnson	$8.72M	0.58%	0.00%	+0.1%	Q3 2013
MNSTMonster Beverage Corp	$8.21M	0.55%	0.01%	+1.4%	Q3 2018
CMGChipotle Mexican Grill Inc	$8.19M	0.55%	0.02%	+1.1%	Q2 2021
SPABASTROTECH Corp	$8.17M	0.55%	Not reported	+3.8%	Q4 2018
ADSKAutodesk, Inc.	$7.84M	0.53%	0.01%	-1.5%	Q4 2020
PANWPalo Alto Networks Inc	$7.71M	0.52%	0.01%	-1.0%	Q3 2013
TMOThermo Fisher Scientific Inc.	$7.41M	0.50%	0.00%	-55.7%	Q3 2013

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