IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Appleton Partners Inc

Q2 2026 Holdings

Filed 2026-07-21 | 275 holdings | $1.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Alphabet Inc Cap STK CL A(GOOGL)CS02079K305$16.1M45,0471.0%
Berkshire Hathaway Inc(BRK/B)CS084670702$16.2M32,3821.0%
Curtiss Wright Corp COM(CW)CS231561101$16.8M22,1831.1%
Unitedhealth Group Inc COM(UNH)CS91324P102$16.9M40,6641.1%
Nvidia Corporation COM(NVDA)CS67066G104$18.6M93,1671.2%
Meta Platforms Inc CL A(META)CS30303M102$19.2M34,0521.2%
Goldman Sachs ETF TR Activebet(GSIE)ETF381430107$21.1M461,8271.3%
Ishares Inc Core Msci Emkt(IEMG)ETF46434G103$22.0M265,0131.4%
Welltower Inc COM(WELL)CS95040Q104$22.3M98,2161.4%
J P Morgan Exchange Traded FD(JPST)ETF46641Q837$22.8M449,8971.4%
ELI Lilly & Co COM(LLY)CS532457108$23.6M19,7171.5%
Schwab Strategic TR Intl Eqty(SCHF)ETF808524805$24.7M891,5461.6%
Visa Inc COM CL A(V)CS92826C839$27.3M79,6571.7%
Select Sector Spdr TR ST STR E(XLE)CS81369Y506$29.0M546,2981.8%
Morgan Stanley COM New(MS)CS617446448$29.1M139,2491.8%
JPMorgan Chase & Co COM(JPM)CS46625H100$40.7M124,4632.6%
Amazon COM Inc COM(AMZN)CS023135106$42.2M177,0122.7%
Broadcom Inc COM(AVGO)CS11135F101$42.7M112,9462.7%
Microsoft Corp COM(MSFT)CS594918104$43.4M116,3612.8%
GE Vernova Inc COM(GEV)CS36828A101$45.1M38,4222.9%
Alphabet Inc Cap STK CL C(GOOG)CS02079K107$48.1M136,0983.0%
Schwab Strategic TR US LRG Cap(SCHX)ETF808524201$54.8M1,863,1073.5%
Goldman Sachs ETF TR Activebet(GSLC)ETF381430503$59.8M421,7823.8%
Micron Technology Inc COM(MU)CS595112103$92.5M80,1585.9%
Apple Inc COM(AAPL)CS037833100$95.4M329,8596.1%
PreviousPage 6 of 6