StockDriftsStockDriftsTop 50 Appleton Partners INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 5.85% | 329.9K | $95.4M | -2.01%(-6.77K) | $53.55(+470.29%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC COM | 5.67% | 80.2K | $92.5M | -22.04%(-22.66K) | $83.41(+1116.67%) | 2026-06-30 | |
| GSLC | GOLDMAN SACHS ETF TR ACTIVEBET | 3.67% | 421.8K | $59.8M | +0.33%(+1.38K) | $49.82(+198.59%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR US LRG CAP | 3.36% | 1.86M | $54.8M | +0.88%(+16.24K) | $12.33(+147.44%) | 2026-06-30 | |
| GOOG | ALPHABET INC CAP STK CL C | 2.95% | 136.1K | $48.1M | -0.73%(-995) | $52.83(+548.63%) | 2026-06-30 | |
| GEV | GE VERNOVA INC COM | 2.77% | 38.4K | $45.1M | -8.33%(-3.49K) | $213.24(+406.88%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 2.66% | 116.4K | $43.4M | -2.54%(-3.03K) | $0.00 | 2026-06-30 | |
| AVGO | BROADCOM INC COM | 2.61% | 112.9K | $42.7M | -4.87%(-5.78K) | $30.17(+1205.22%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 2.59% | 177.0K | $42.2M | -1.39%(-2.50K) | $64.22(+308.82%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO COM | 2.5% | 124.5K | $40.7M | -1.68%(-2.13K) | $0.00 | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.12% | +86.62% | +12.22% | +77.94% |
| Top 20 Holdings Unweighted | +22.57% | +84.13% | +11.48% | +72.18% |
Appleton Partners INC reports $1.63B in US-listed equity holdings across 275 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.8%), MU (5.7%) and GSLC (3.7%). The top 20 holdings account for 49.59% of reported assets. Its disclosed equity book has returned +86.62% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Appleton Partners INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1055290). View Appleton Partners INC’s 13F filings on SEC