Appleton Partners Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports the firm held positions in 269 different equities and exchange-traded funds.
The portfolio is diversified across various sectors, with significant positions in technology and healthcare companies. Apple Inc. is the largest individual holding, with 105,631 shares valued at $317,190. Other major technology positions include Microsoft Corporation (61,283 shares), NVIDIA Corporation (21,577 shares), Meta Platforms Inc. (21,952 shares), and Broadcom Inc. (38,749 shares). In the healthcare sector, Eli Lilly & Co. is held at 23,690 shares, while Johnson & Johnson is held at 11,791 shares.
Large positions are also held in financial services, with JPMorgan Chase & Co. at 40,141 shares and Goldman Sachs Group Inc. at 4,542 shares. Additionally, the filing lists substantial holdings in consumer staples and industrials, including Costco Wholesale Corporation (8,050 shares), Procter & Gamble Co. (7,543 shares), and Caterpillar Inc. (1,515 shares).
The filing includes a mix of individual stocks and exchange-traded funds, with the SPDR S&P 500 ETF Trust holding 33,789 shares. The report was signed by Michael Howard, Chief Compliance Officer, on October 26, 2026.
