1y return+13.8%S&P 500 +20.9%
3y return+48.1%S&P 500 +68.5%
5y return+44.5%S&P 500 +74.5%
10y return+195.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $295 against $357 in the S&P 500.2
Appleton Partners Inc/maS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc Com | $95K | 5.8% | −2.0% |
| MUMicron Technology Inc Com | $93K | 5.7% | −22.0% |
| GSLCGoldman Sachs Etf Tr Activebet | $60K | 3.7% | |
| SCHXSchwab Strategic Tr Us Lrg Cap | $55K | 3.4% | |
| GOOGAlphabet Inc Cap Stk Cl C | $48K | 2.9% | |
| GEVGe Vernova Inc Com | $45K | 2.8% | −8.3% |
| MSFTMicrosoft Corp Com | $43K | 2.7% | −2.5% |
| AVGOBroadcom Inc Com | $43K | 2.6% | −4.9% |
| AMZNAmazon Com Inc Com | $42K | 2.6% | −1.4% |
| JPMJpmorgan Chase & Co Com | $41K | 2.5% | −1.7% |
| MSMorgan Stanley Com New | $29K | 1.8% | −7.3% |
| XLESelect Sector Spdr Tr St Str E | $29K | 1.8% | +5.0% |
| VVisa Inc Com Cl A | $27K | 1.7% | |
| SCHFSchwab Strategic Tr Intl Eqty | $25K | 1.5% | +2.9% |
| LLYEli Lilly & Co Com | $24K | 1.4% | +3.3% |
| JPSTJ P Morgan Exchange Traded Fd | $23K | 1.4% | −1.1% |
| Globalfoundries Inc Ordinary SCUSIP G39387108 | $22K | 1.4% | +1.3% |
| WELLWelltower Inc Com | $22K | 1.4% | +3.3% |
| IEMGIshares Inc Core Msci Emkt | $22K | 1.3% | |
| GSIEGoldman Sachs Etf Tr Activebet | $21K | 1.3% | +3.5% |
| METAMeta Platforms Inc Cl A | $19K | 1.2% | |
| NVDANvidia Corporation Com | $19K | 1.1% | +8.2% |
| UNHUnitedhealth Group Inc Com | $17K | 1.0% | −2.3% |
| CWCurtiss Wright Corp Com | $17K | 1.0% | |
| BRK/BBerkshire Hathaway Inc | $16K | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Com | June 30, 2020 | +2006.7% | $19K |
| AVGOBroadcom Inc Com | June 30, 2020 | +1096.9% | $43K |
| LLYEli Lilly & Co Com | June 30, 2020 | +630.6% | $24K |
| GOOGLAlphabet Inc Cap Stk Cl A | June 30, 2020 | +404.0% | $16K |
| GOOGAlphabet Inc Cap Stk Cl C | June 30, 2020 | +399.9% | $48K |
| GEVGe Vernova Inc Com | September 30, 2024 | +360.8% | $45K |
| MSMorgan Stanley Com New | June 30, 2020 | +332.8% | $29K |
| JPMJpmorgan Chase & Co Com | June 30, 2020 | +248.0% | $41K |
| WELLWelltower Inc Com | December 31, 2022 | +246.3% | $22K |
| AAPLApple Inc Com | June 30, 2020 | +217.3% | $95K |
Sold off last quarter
- Honeywell Intl Inc ComCUSIP 438516106 was $3,494
- NKENike Inc Cl B was $1,733
- Dupont De Nemours Inc ComCUSIP 26614N102 was $1,514
- SCHBSchwab Strategic Tr Us Brd Mkt was $393
- VHTVanguard World Fd Health Car E was $299
- SCHMSchwab Strategic Tr Us Mid-cap was $243
- YUMCYum China Hldgs Inc Com was $235
- PFEPfizer Inc Com was $226
- LOWLowes Cos Inc Com was $225
- SPLVInvesco Exch Traded Fd Tr II S was $209
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.8% | +14.8% |
| March 31, 2026 | −4.0% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | +8.9% | +10.5% |
| March 31, 2025 | −3.3% | −4.6% |
| December 31, 2024 | +1.1% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +2.1% | +4.0% |
| March 31, 2024 | +6.7% | +10.0% |
| December 31, 2023 | +10.3% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +6.2% | +8.3% |
| March 31, 2023 | +5.6% | +7.0% |
| December 31, 2022 | +5.6% | +7.1% |
| September 30, 2022 | −4.9% | −5.3% |
| June 30, 2022 | −14.4% | −16.5% |
| March 31, 2022 | −7.5% | −4.9% |
| December 31, 2021 | +9.1% | +10.7% |
| September 30, 2021 | +0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Appleton Partners Inc/ma Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1055290&type=13F-HR&dateb=&owner=include&count=40CIK 1055290
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1055290/000119312526309955/Filed July 21, 2026 · accession 0001193125-26-309955