Top 50 Appleton Partners Inc/Ma Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 5.96% | 336.6K | $85.4M | -1.49%(-5.09K) | $53.55(+458.13%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR ACTIVEBET | 3.67% | 420.4K | $52.6M | -0.63%(-2.68K) | $49.55(+183.66%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR US LRG CAP | 3.3% | 1.85M | $47.4M | +0.03%(+494) | $12.20(+139.10%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 3.08% | 119.4K | $44.2M | +1.65%(+1.94K) | $0.00 | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 2.74% | 137.1K | $39.3M | -0.85%(-1.18K) | $52.83(+655.38%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 2.61% | 179.5K | $37.4M | -0.22%(-398) | $64.22(+320.65%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 2.6% | 126.6K | $37.2M | -0.41%(-522) | $0.00 | 2026-03-31 | |
| AVGO | BROADCOM INC COM | 2.56% | 118.7K | $36.7M | -0.76%(-910) | $30.17(+1281.59%) | 2026-03-31 | |
| GEV | GE VERNOVA INC COM | 2.55% | 41.9K | $36.6M | -3.11%(-1.35K) | $213.24(+398.29%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC COM | 2.42% | 102.8K | $34.7M | -12.64%(-14.88K) | $83.41(+935.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.72% | +54.97% |
| Top 20 Holdings Unweighted | +16.08% | +56.42% |
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