APPLETON PARTNERS INC/MA
•CIK: 1055290•Filing: Q4 2025
**APPLETON PARTNERS INC/MA** manages $1.5B across a diversified portfolio of 263 positions. The fund exhibits significant concentration in mega-cap technology and financial names, notably holding AAPL at $92.9M and MSFT at $56.8M. Key allocations also include GSLC ($56.0M), SCHX ($49.7M), and GOOG ($43.4M). This structure suggests a conviction-driven, large-cap growth and value tilt.
Total AUM
$1.5B
QoQ Performance
+1.9%
Positions
239
Top 10 Concentration
32.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL6.1%
MSFT3.7%
GSLC3.7%
SCHX3.3%
GOOG2.9%
AMZN2.7%
AVGO2.7%
JPM2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.8%
Technology20.8%
Consumer6.7%
Financial6.6%
Healthcare5.4%
Communication2.4%
ETF1.2%
Materials1.2%
🚪 Exited Positionssold since Q3 2025
+54 more exited positions
Changes from Q3 2025
NEW3 new positions
↑74 increased
↓111 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023