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APPLETON PARTNERS INC/MA | Tormere

APPLETON PARTNERS INC/MA

Est. AUM

$1.43B

13F long equity, this entity only

Positions

262

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC COM	CS	$85.4M	336626	5.96%	SOLE
2	GOLDMAN SACHS ETF TR ACTIVEBET	ETF	$52.6M	420407	3.67%	SOLE
3	SCHWAB STRATEGIC TR US LRG CAP	ETF	$47.4M	1846870	3.30%	SOLE
4	MICROSOFT CORP COM	CS	$44.2M	119394	3.08%	SOLE
5	ALPHABET INC CAP STK CL C	CS	$39.3M	137093	2.74%	SOLE
6	AMAZON COM INC COM	CS	$37.4M	179510	2.61%	SOLE
7	JPMORGAN CHASE & CO COM	CS	$37.2M	126590	2.60%	SOLE
8	BROADCOM INC COM	CS	$36.7M	118722	2.56%	SOLE
9	GE VERNOVA INC COM	CS	$36.6M	41914	2.55%	SOLE
10	MICRON TECHNOLOGY INC COM	CS	$34.7M	102823	2.42%	SOLE
11	SELECT SECTOR SPDR TR STATE ST	CS	$31.9M	520194	2.22%	SOLE
12	MORGAN STANLEY COM NEW	CS	$24.7M	150216	1.72%	SOLE
13	VISA INC COM CL A	CS	$24.3M	80277	1.69%	SOLE
14	J P MORGAN EXCHANGE TRADED FD	ETF	$23.0M	455063	1.61%	SOLE
15	SCHWAB STRATEGIC TR INTL EQTY	ETF	$21.4M	866102	1.50%	SOLE
16	META PLATFORMS INC CL A	CS	$19.4M	33952	1.35%	SOLE
17	GOLDMAN SACHS ETF TR ACTIVEBET	ETF	$19.2M	446210	1.34%	SOLE
18	WELLTOWER INC COM	CS	$18.8M	95106	1.31%	SOLE
19	ISHARES INC CORE MSCI EMKT	ETF	$18.6M	267008	1.30%	SOLE
20	NETFLIX INC. COM	CS	$18.4M	191195	1.28%	SOLE
21	ELI LILLY & CO COM	CS	$17.6M	19092	1.22%	SOLE
22	INTERCONTINENTAL EXCHANGE INC	CS	$15.7M	99607	1.09%	SOLE
23	BERKSHIRE HATHAWAY INC	CS	$15.4M	32147	1.07%	SOLE
24	CURTISS WRIGHT CORP COM	CS	$15.2M	22246	1.06%	SOLE
25	NVIDIA CORPORATION COM	CS	$15.0M	86109	1.05%	SOLE
26	J P MORGAN EXCHANGE TRADED FD	ETF	$14.7M	258791	1.02%	SOLE
27	SPDR SERIES TRUST STATE STREET	ETF	$13.8M	448206	0.96%	SOLE
28	ALPHABET INC CAP STK CL A	CS	$13.4M	46561	0.93%	SOLE
29	SPDR S&P 500 ETF TR TR UNIT	ETF	$13.1M	20070	0.91%	SOLE
30	SCHWAB STRATEGIC TR US SML CAP	ETF	$12.8M	439134	0.89%	SOLE
31	QXO INC COM NEW	CS	$12.6M	649265	0.88%	SOLE
32	ISHARES TR ISHARES BIOTECH	CS	$12.5M	74010	0.87%	SOLE
33	HOME DEPOT INC COM	CS	$12.0M	36420	0.84%	SOLE
34	GLOBALFOUNDRIES INC ORDINARY S	CS	$12.0M	268748	0.83%	SOLE
35	BLACKSTONE INC COM	CS	$11.7M	102007	0.82%	SOLE
36	SPDR SERIES TRUST STATE STREET	ETF	$11.4M	340815	0.80%	SOLE
37	JOHNSON & JOHNSON COM	CS	$11.4M	46582	0.79%	SOLE
38	UNITEDHEALTH GROUP INC COM	CS	$11.3M	41610	0.79%	SOLE
39	SHERWIN WILLIAMS CO COM	CS	$11.1M	34491	0.77%	SOLE
40	DANAHER CORP DEL COM	CS	$10.8M	57058	0.75%	SOLE
41	CADENCE DESIGN SYSTEMS INC	CS	$10.8M	38928	0.75%	SOLE
42	J P MORGAN EXCHANGE TRADED FD	ETF	$10.6M	92579	0.74%	SOLE
43	FIRST TR EXCHANGE-TRADED FD II	CS	$10.2M	163495	0.71%	SOLE
44	BOOKING HOLDINGS INC COM	CS	$10.2M	2424	0.71%	SOLE
45	KRATOS DEFENSE & SECURITY SOLU	CS	$10.2M	144385	0.71%	SOLE
46	STRYKER CORPORATION COM	CS	$10.1M	30587	0.70%	SOLE
47	J P MORGAN EXCHANGE TRADED FD	ETF	$10.0M	190724	0.70%	SOLE
48	VULCAN MATLS CO COM	CS	$9.8M	36145	0.69%	SOLE
49	SPDR SERIES TRUST STATE STREET	ETF	$9.8M	381846	0.68%	SOLE
50	S&P GLOBAL INC COM	CS	$9.7M	22892	0.68%	SOLE

1–50 of 262

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.