account_balance
Investment manager · 13F filer · SEC CIK 1055290
Appleton Partners Inc
Reported value$1.63Bas of Sep 30, 2026
Positions269 3 new, 9 sold out
Top 10 weight34.9%AAPL alone is 6%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.5%Trimmed −4%
MUMicron Technology Inc
4.9%Trimmed −6%
GSLCGoldman Sachs ETF Tr Activebet
3.8%
MSFTMicrosoft Corp
3.8%Added +3%
SCHXSchwab Strategic Tr US LRG Cap
3.5%
GOOGAlphabet Inc.
2.8%
AMZNAmazon.com Inc
2.7%
JPMJPMorgan Chase & Co
2.5%Trimmed −3%
AVGOBroadcom Inc.
2.4%Trimmed −2%
GEVGE Vernova Inc.
2.1%Trimmed −6%
XLESelect Sector SPDR Tr St STR E
2.1%
VVisa Inc.
1.8%
AAPLApple Inc.
6.5%Trimmed −4%
MUMicron Technology Inc
4.9%Trimmed −6%
GSLCGoldman Sachs ETF Tr Activebet
3.8%
MSFTMicrosoft Corp
3.8%+3%
SCHXSchwab Strategic Tr US LRG Cap
3.5%
GOOGAlphabet Inc.
2.8%
AMZNAmazon.com Inc
2.7%
JPMJPMorgan Chase & Co
2.5%
AVGOBroadcom Inc.
2.4%
GEV2.1%XLE2.1%
V1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.5% Trimmed −4%MU Micron Technology Inc 4.9% Trimmed −6%
GSLC Goldman Sachs ETF Tr Activebet 3.8% Held
MSFT Microsoft Corp 3.8% Added +3%SCHX Schwab Strategic Tr US LRG Cap 3.5% Held
GOOG Alphabet Inc. 2.8% HeldAMZN Amazon.com Inc 2.7% HeldJPM JPMorgan Chase & Co 2.5% Trimmed −3%AVGO Broadcom Inc. 2.4% Trimmed −2%GEV GE Vernova Inc. 2.1% Trimmed −6%XLE Select Sector SPDR Tr St STR E 2.1% Held
V Visa Inc. 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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