APPLETON PARTNERS INC/MA

CIK 0001055290 · Q1 2026

13F Equity AUM

$1.4M

-100.0% QoQ

Positions

262

-1 QoQ

AUM Rank

#11,926

Top 96%

Skill Alpha (FF)

-0.0%/yr^ns

No Clear Edge

Rank #2,395 · Top 29%

vs S&P -3.0%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 18.8%Top 10: 31.5%Top 20: 46.8%

AAPL6.0%

GSLC3.7%

SCHX3.3%

MSFT3.1%

GOOG2.7%

AMZN2.6%

JPM2.6%

AVGO2.6%

GEV2.5%

MU2.4%

Others (252)68.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services43.0%

Technology19.7%

Communication Services7.6%

Healthcare6.8%

Industrials6.0%

Consumer Cyclical5.8%

Consumer Defensive3.6%

Utilities2.6%

Other4.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 262Median: 0.09%Avg: 0.38%

0–0.5%

200(20.5%)

0.5–1%

36(26.1%)

1–3%

22(37.3%)

3–5%

3(10.1%)

5%+

1(6.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 256Unique: 6vs 20 funds

3.5%Low

262

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

5.4%

4.8%

5.2%

8.1%

5.6%

5.1%

VANGUARD CAPITAL MANAGEMENT LLC

4.4%

GEODE CAPITAL MANAGEMENT, LLC

4.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New9Increased69Decreased146Exited10

New Positions

GFS0.8%

+269K

SPGI0.7%

+23K

IGV0.0%

+6K

CARR0.0%

+6K

GPIX0.0%

+4K

CBT0.0%

+3K

SATS0.0%

+3K

AME0.0%

+967

MRVL0.0%

+2K

Increased

SOLV0.7%

+53K(+60%)

SPAB0.7%

+44K(+13%)

NTDOY0.2%

+36K(+28%)

QXO0.9%

+35K(+6%)

SPIB0.8%

+35K(+12%)

FPE0.3%

+31K(+15%)

NFLX1.3%

+21K(+12%)

NOW0.5%

+10K(+19%)

IAGG0.5%

+8K(+6%)

JMST0.5%

+6K(+5%)

Decreased

FLRN1.0%

-28,777(-6%)

HD0.8%

-28,550(-44%)

JPST1.6%

-24,054(-5%)

XLE2.2%

-23,341(-4%)

ROP0.1%

-17,199(-81%)

INTU0.3%

-15,375(-65%)

MU2.4%

-14,881(-13%)

PFFD0.1%

-13,227(-24%)

AAPL6.0%

-5,089(-1%)

JEPI1.0%

-4,925(-2%)

Exited

-49,292

-15,037

-712

-1,716

-5,006

-2,925

-2,510

-1,087

-3,415

-2,489

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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