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Disclosed positions
APPLETON PARTNERS INC/MA: source evidence dated 2026-07-22T03:59:59.999Z.
- Issuer
- APPLE INC COM
- Ticker
- AAPL
- Class
- CS
- Reported value
- $95,448,000
- Reported amount
- 329,859
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001193125-26-309955Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| APPLE INC COM | AAPL | CS | $95,448,000 | 329,859 | SH | None |
| MICRON TECHNOLOGY INC COM | MU | CS | $92,526,000 | 80,158 | SH | None |
| GOLDMAN SACHS ETF TR ACTIVEBET | GSLC | ETF | $59,847,000 | 421,782 | SH | None |
| SCHWAB STRATEGIC TR US LRG CAP | SCHX | ETF | $54,831,000 | 1,863,107 | SH | None |
| ALPHABET INC CAP STK CL C | GOOG | CS | $48,088,000 | 136,098 | SH | None |
| GE VERNOVA INC COM | GEV | CS | $45,141,000 | 38,422 | SH | None |
| MICROSOFT CORP COM | MSFT | CS | $43,405,000 | 116,361 | SH | None |
| BROADCOM INC COM | AVGO | CS | $42,665,000 | 112,946 | SH | None |
| AMAZON COM INC COM | AMZN | CS | $42,189,000 | 177,012 | SH | None |
| JPMORGAN CHASE & CO COM | JPM | CS | $40,740,000 | 124,463 | SH | None |
| MORGAN STANLEY COM NEW | MS | CS | $29,109,000 | 139,249 | SH | None |
| SELECT SECTOR SPDR TR ST STR E | XLE | CS | $29,014,000 | 546,298 | SH | None |
| VISA INC COM CL A | V | CS | $27,330,000 | 79,657 | SH | None |
| SCHWAB STRATEGIC TR INTL EQTY | SCHF | ETF | $24,696,000 | 891,546 | SH | None |
| ELI LILLY & CO COM | LLY | CS | $23,649,000 | 19,717 | SH | None |
| J P MORGAN EXCHANGE TRADED FD | JPST | ETF | $22,751,000 | 449,897 | SH | None |
| GLOBALFOUNDRIES INC ORDINARY S | GFS | CS | $22,435,000 | 272,241 | SH | None |
| WELLTOWER INC COM | WELL | CS | $22,292,000 | 98,216 | SH | None |
| ISHARES INC CORE MSCI EMKT | IEMG | ETF | $21,954,000 | 265,013 | SH | None |
| GOLDMAN SACHS ETF TR ACTIVEBET | GSIE | ETF | $21,106,000 | 461,827 | SH | None |
| META PLATFORMS INC CL A | META | CS | $19,181,000 | 34,052 | SH | None |
| NVIDIA CORPORATION COM | NVDA | CS | $18,642,000 | 93,167 | SH | None |
| UNITEDHEALTH GROUP INC COM | UNH | CS | $16,901,000 | 40,664 | SH | None |
| CURTISS WRIGHT CORP COM | CW | CS | $16,809,000 | 22,183 | SH | None |
| BERKSHIRE HATHAWAY INC | BRK.B | CS | $16,204,000 | 32,382 | SH | None |
| ALPHABET INC CAP STK CL A | GOOGL | CS | $16,099,000 | 45,047 | SH | None |
| SPDR SERIES TRUST ST STR RATE | FLRN | ETF | $15,626,000 | 506,531 | SH | None |
| SCHWAB STRATEGIC TR US SML CAP | SCHA | ETF | $15,107,000 | 418,124 | SH | None |
| J P MORGAN EXCHANGE TRADED FD | JEPI | ETF | $15,036,000 | 266,226 | SH | None |
| CADENCE DESIGN SYSTEMS INC | CDNS | CS | $14,780,000 | 39,379 | SH | None |
| STATE STR SPDR S&P 500 ETF TR | SPY | ETF | $14,676,000 | 19,653 | SH | None |
| ISHARES TR ISHARES BIOTECH | IBB | CS | $14,333,000 | 75,359 | SH | None |
| FIRST TR EXCHANGE-TRADED FD II | CIBR | CS | $13,873,000 | 154,397 | SH | None |
| NETFLIX INC. COM | NFLX | CS | $13,776,000 | 192,935 | SH | None |
| INTERCONTINENTAL EXCHANGE INC | ICE | CS | $12,598,000 | 102,328 | SH | None |
| SPDR SERIES TRUST ST INTER BD | SPIB | ETF | $12,240,000 | 365,813 | SH | None |
| BLACKSTONE INC COM | BX | CS | $12,186,000 | 103,558 | SH | None |
| MONSTER BEVERAGE CORP NEW COM | MNST | CS | $12,117,000 | 126,064 | SH | None |
| SHERWIN WILLIAMS CO COM | SHW | CS | $12,113,000 | 35,179 | SH | None |
| HOME DEPOT INC COM | HD | CS | $11,835,000 | 33,556 | SH | None |
| JOHNSON & JOHNSON COM | JNJ | CS | $11,651,000 | 45,874 | SH | None |
| PALO ALTO NETWORKS INC COM | PANW | CS | $11,504,000 | 33,733 | SH | None |
| BOOKING HOLDINGS INC COM | BKNG | CS | $11,411,000 | 64,020 | SH | None |
| SOLVENTUM CORP COM SHS | SOLV | CS | $11,404,000 | 147,817 | SH | None |
| QXO INC COM NEW | QXO | CS | $11,251,000 | 651,107 | SH | None |
| VULCAN MATLS CO COM | VMC | CS | $11,064,000 | 37,503 | SH | None |
| EVERCORE INC CLASS A | EVR | CS | $11,002,000 | 32,222 | SH | None |
| SPDR SERIES TRUST ST STR AGGRE | SPAB | ETF | $10,565,000 | 413,999 | SH | None |
| STRYKER CORPORATION COM | SYK | CS | $10,474,000 | 33,267 | SH | None |
| DANAHER CORP DEL COM | DHR | CS | $10,434,000 | 54,777 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 2 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.