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APPLETON PARTNERS INC/MA — 13F Holdings & Portfolio

CIK 1055290 · latest 13F-HR filed 2026-10-30

Backtest portfolio

APPLETON PARTNERS INC/MA manages $1.63B in 13F-reported U.S. long-equity assets across 269 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are AAPL (6.48%), MU (4.95%), GSLC (3.77%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 4 new positions and exited 10; 56 existing positions rose in reported value and 100 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.63B

Long-equity book

Holdings
269

Distinct positions

Period
2026-09-30

Filed 2026-10-30

Q/Q Activity
+4 / −10 / ↑56 / ↓100

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
AAPL6.5% · -4%MU4.9% · -6%GSLC3.8% · +0%MSFT3.8% · +3%SCHX3.5% · +1%GOOG2.8% · -2%AMZN2.7% · -1%JPM2.5% · -2%AVGO2.4% · -2%GEV2.1% · -6%XLE2.1% · +1%V1.8% · -0%MS1.6% · +0%SCHF1.5% · +1%LLY1.5% · +4%WELL1.4% · -1%META1.3% · -11%IEMG1.3% · +1%JPST1.3% · -5%NVDA1.3% · +1%GSIE1.3% · +1%FLRN1.3% · +33%IBB1.0% · +6%BRK.B1.0% · 0%CIBR1.0% · -0%ICE1.0% · +1%GOOGL0.9% · -1%SOLV0.9% · +16%UNH0.9% · +1%JEPI0.9% · -0%SPY0.9% · -3%SCHA0.8% · +0%GFS0.8% · +2%CDNS0.8% · +2%NFLX0.8% · -1%PANW0.8% · -4%CW0.8% · +4%SPIB0.8% · +4%DHR0.7% · -1%BX0.7% · +2%JNJ0.7% · -3%TER0.7% · +184%SHW0.7% · +1%MNST0.7% · +107%SPAB0.7% · +6%DIS0.6% · -2%VMC0.6% · +2%FSMD0.5% · +9%ABBV0.5% · -0%SPGI0.5% · -1%AVSC0.5% · +7%RSG0.5% · -1%WCN0.5% · +2%HD0.5% · -13%EVR0.5% · +0%NOW0.5% · -9%COST0.5% · -4%MHVYF0.5% · +42%IAGG0.5% · +3%PG0.5% · -2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 34.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 23, 2026.

Assets Under Management
$12.55B
Discretionary
$12.55B
Employees
59
Accounts
7,106
Address
ONE POST OFFICE SQUARE
5TH FLOOR
BOSTON, MA 02109
Phone
(617) 338-0700
Website
Name Title / Status Ownership Type
CHAMBERLAIN, DOUGLAS, CAMPBELL ControlPRESIDENT, CEO, DIRECTOR
since Oct 1998
Less than 5%Individual
HUBLEY, MICHELE, DAWN ControlSVP - TREASURER & HEAD OF HR
since May 2004
Less than 5%Individual
Howard, Michael, Thomas ControlSVP, CHIEF COMPLIANCE OFFICER
since Oct 2020
Less than 5%Individual
KRANTZ, ROBERT, ALAN ControlSVP - CO-COO
since Sep 2022
Less than 5%Individual
APPLETON PARTNERS BUSINESS TRUSTBUSINESS TRUST
since Aug 2001
75% or moreDomestic Entity
CHAMBERLAIN, DOUGLAS, CAMPBELL Control
Indirect owner via APPLETON PARTNERS BUSINESS TRUST
TRUSTEE, APPLETON PARTNERS BUSINESS TRUST
since Aug 2001
General partner, trustee or managerIndividual
HUBLEY, MICHELE, DAWN Control
Indirect owner via APPLETON PARTNERS BUSINESS TRUST
TRUSTEE, APPLETON PARTNERS BUSINESS TRUST
since Jun 2020
General partner, trustee or managerIndividual
CHAMBERLAIN, GEOFFREY, DANIEL
Indirect owner via APPLETON PARTNERS BUSINESS TRUST
TRUSTEE, APPLETON PARTNERS BUSINESS TRUST
since Aug 2022
General partner, trustee or managerIndividual
Ownership & leadership changes · 14 filings with changes since Mar 30, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 23, 2026 filing
  • ChangedHoward, Michael, Thomas · title VP, CHIEF COMPLIANCE OFFICER → SVP, CHIEF COMPLIANCE OFFICER
Mar 25, 2025 filing
  • ChangedHUBLEY, MICHELE, DAWN · title SVP - CO-COO → SVP - TREASURER & HEAD OF HR
Mar 8, 2023 filing
  • No longer listedLADGE, JAMES, IRA · SENIOR VICE PRESIDENT, COO · Less than 5% · control person · listed since Aug 1999
  • No longer listedLADGE, JAMES, IRA · TRUSTEE, APPLETON PARTNERS BUSINESS TRUST · General partner, trustee or manager · indirect via APPLETON PARTNERS BUSINESS TRUST · control person · listed since Aug 2001
  • AddedCHAMBERLAIN, GEOFFREY, DANIEL · TRUSTEE, APPLETON PARTNERS BUSINESS TRUST · General partner, trustee or manager · indirect via APPLETON PARTNERS BUSINESS TRUST
  • AddedKRANTZ, ROBERT, ALAN · SVP - CO-COO · Less than 5% · control person
  • ChangedHUBLEY, MICHELE, DAWN · title SVP → SVP - CO-COO
Mar 24, 2022 filing
  • No longer listedCHEVRIERE, J.P. · DIRECTOR · Less than 5% · listed since Nov 2001
  • No longer listedCOSTELLO, MICHAEL · DIRECTOR · Less than 5% · listed since Nov 2012
  • No longer listedNEEDHAM, ROBERT, B · DIRECTOR · Less than 5% · listed since Nov 1988
  • No longer listedNOVACK, KENNETH, JOSEPH · DIRECTOR · Less than 5% · listed since Nov 1988
  • No longer listedPETTY, WILLIAM, TERRELL · DIRECTOR · Less than 5% · listed since Nov 2001
  • No longer listedTRACY, BONNIE, BROPHY · DIRECTOR · Less than 5% · listed since Jan 2016
  • No longer listedWILLIAMS, MARK, THOMAS · DIRECTOR · Less than 5% · listed since Nov 2010
Apr 13, 2021 filing
  • AddedHoward, Michael, Thomas · VP, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedHUBLEY, MICHELE, DAWN · title SVP, CHIEF COMPLIANCE OFFICER → SVP
Mar 15, 2021 filing
  • No longer listedBURGE, KATHLEEN, MARY · DIRECTOR · Less than 5% · listed since Oct 1988
Oct 2, 2020 filing
  • No longer listedBURGE, KATHLEEN, MARY · TRUSTEE, APPLETON PARTNERS BUSINESS TRUST · General partner, trustee or manager · indirect via APPLETON PARTNERS BUSINESS TRUST · control person · listed since Aug 2001
  • AddedHUBLEY, MICHELE, DAWN · TRUSTEE, APPLETON PARTNERS BUSINESS TRUST · General partner, trustee or manager · indirect via APPLETON PARTNERS BUSINESS TRUST · control person
  • ChangedBURGE, KATHLEEN, MARY · title EXEC VICE PRESIDENT,CFO, DIRECTOR → DIRECTOR; no longer a control person
Mar 17, 2020 filing
  • No longer listedIVES, CORNELIA, SPENCER · DIRECTOR · Less than 5% · listed since Nov 1995
Mar 19, 2019 filing
  • No longer listedZAGROBSKI, WALTER · SVP, PORTFOLIO MANAGER · 5–10% · listed since Sep 1997
  • ChangedBURGE, KATHLEEN, MARY · ownership 5–10% → Less than 5%
  • ChangedCHAMBERLAIN, DOUGLAS, CAMPBELL · ownership 25–50% → Less than 5%
  • ChangedCHAMBERLAIN, DOUGLAS, CAMPBELL · indirect via APPLETON PARTNERS BUSINESS TRUST: ownership 25–50% → General partner, trustee or manager
  • ChangedLADGE, JAMES, IRA · ownership 10–25% → Less than 5%
Mar 29, 2016 filing
  • AddedTRACY, BONNIE, BROPHY · DIRECTOR · Less than 5%
  • AddedZAGROBSKI, WALTER · SVP, PORTFOLIO MANAGER · 5–10%
  • ChangedBURGE, KATHLEEN, MARY · ownership 10–25% → 5–10%
Older changes (5 more filings)
Mar 20, 2015 filing
  • ChangedCHAMBERLAIN, DOUGLAS, CAMPBELL · indirect via APPLETON PARTNERS BUSINESS TRUST: ownership 50–75% → 25–50%
Jun 10, 2014 filing
  • AddedLADGE, JAMES, IRA · TRUSTEE, APPLETON PARTNERS BUSINESS TRUST · General partner, trustee or manager · indirect via APPLETON PARTNERS BUSINESS TRUST · control person
  • Listed againAPPLETON PARTNERS BUSINESS TRUST · BUSINESS TRUST · 75% or more
  • Listed againBURGE, KATHLEEN, MARY · TRUSTEE, APPLETON PARTNERS BUSINESS TRUST · General partner, trustee or manager · indirect via APPLETON PARTNERS BUSINESS TRUST · control person
  • Listed againCHAMBERLAIN, DOUGLAS, CAMPBELL · TRUSTEE, APPLETON PARTNERS BUSINESS TRUST · 50–75% · indirect via APPLETON PARTNERS BUSINESS TRUST · control person
Mar 14, 2014 filing
  • ChangedHUBLEY, MICHELE, DAWN · title VP, CHIEF COMPLIANCE OFFICER → SVP, CHIEF COMPLIANCE OFFICER
Mar 10, 2014 filing
  • No longer listedAPPLETON PARTNERS BUSINESS TRUST · BUSINESS TRUST · 75% or more · listed since Jan 2000
  • No longer listedBURGE, KATHLEEN, MARY · UNIT TRUST SHAREHOLDER · 25–50% · indirect via APPLETON PARTNERS BUSINESS TRUST · control person · listed since Jan 2000
  • No longer listedCHAMBERLAIN, DOUGLAS, CAMPBELL · UNIT TRUST SHAREHOLDER · 50–75% · indirect via APPLETON PARTNERS BUSINESS TRUST · control person · listed since Jan 2000
  • AddedCOSTELLO, MICHAEL · DIRECTOR · Less than 5%
  • ChangedBURGE, KATHLEEN, MARY · ownership 25–50% → 10–25%
  • ChangedCHAMBERLAIN, DOUGLAS, CAMPBELL · ownership 50–75% → 25–50%
  • ChangedLADGE, JAMES, IRA · ownership 5–10% → 10–25%
Mar 30, 2012 filing (earliest on record)
  • ListedAPPLETON PARTNERS BUSINESS TRUST · BUSINESS TRUST · 75% or more
  • ListedBURGE, KATHLEEN, MARY · EXEC VICE PRESIDENT,CFO, DIRECTOR · 25–50% · control person
  • ListedBURGE, KATHLEEN, MARY · UNIT TRUST SHAREHOLDER · 25–50% · indirect via APPLETON PARTNERS BUSINESS TRUST · control person
  • ListedCHAMBERLAIN, DOUGLAS, CAMPBELL · PRESIDENT, CEO, DIRECTOR · 50–75% · control person
  • ListedCHAMBERLAIN, DOUGLAS, CAMPBELL · UNIT TRUST SHAREHOLDER · 50–75% · indirect via APPLETON PARTNERS BUSINESS TRUST · control person
  • ListedCHEVRIERE, J.P. · DIRECTOR · Less than 5%
  • ListedHUBLEY, MICHELE, DAWN · VP, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedIVES, CORNELIA, SPENCER · DIRECTOR · Less than 5%
  • ListedLADGE, JAMES, IRA · SENIOR VICE PRESIDENT, COO · 5–10% · control person
  • ListedNEEDHAM, ROBERT, B · DIRECTOR · Less than 5%
  • ListedNOVACK, KENNETH, JOSEPH · DIRECTOR · Less than 5%
  • ListedPETTY, WILLIAM, TERRELL · DIRECTOR · Less than 5%
  • ListedWILLIAMS, MARK, THOMAS · DIRECTOR · Less than 5%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

APPLETON PARTNERS INC/MA Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC COM AAPL 037833100 $105.6M 6.48% 317,190 SH
2 MICRON TECHNOLOGY INC COM MU 595112103 $80.6M 4.95% 75,666 SH
3 GOLDMAN SACHS ETF TR ACTIVEBET GSLC 381430503 $61.4M 3.77% 423,245 SH
4 MICROSOFT CORP COM MSFT 594918104 $61.3M 3.76% 119,483 SH
5 SCHWAB STRATEGIC TR US LRG CAP SCHX 808524201 $56.3M 3.45% 1,875,651 SH
6 ALPHABET INC CAP STK CL C GOOG 02079K107 $45.7M 2.80% 134,055 SH
7 AMAZON COM INC COM AMZN 023135106 $43.8M 2.69% 175,977 SH
8 JPMORGAN CHASE & CO COM JPM 46625H100 $40.1M 2.46% 121,333 SH
9 BROADCOM INC COM AVGO 11135F101 $38.7M 2.38% 110,337 SH
10 GE VERNOVA INC COM GEV 36828A101 $34.3M 2.10% 36,044 SH
11 SELECT SECTOR SPDR TR ST STR E XLE 81369Y506 $33.8M 2.07% 549,410 SH
12 VISA INC COM CL A V 92826C839 $28.5M 1.75% 79,394 SH
13 MORGAN STANLEY COM NEW MS 617446448 $26.3M 1.61% 139,796 SH
14 SCHWAB STRATEGIC TR INTL EQTY SCHF 808524805 $24.8M 1.52% 903,539 SH
15 ELI LILLY & CO COM LLY 532457108 $23.7M 1.45% 20,474 SH
16 WELLTOWER INC COM WELL 95040Q104 $22.4M 1.37% 97,240 SH
17 META PLATFORMS INC CL A META 30303M102 $22.0M 1.35% 30,271 SH
18 ISHARES INC CORE MSCI EMKT IEMG 46434G103 $21.7M 1.33% 266,836 SH
19 J P MORGAN EXCHANGE TRADED FD JPST 46641Q837 $21.6M 1.33% 429,109 SH
20 NVIDIA CORPORATION COM NVDA 67066G104 $21.6M 1.32% 94,481 SH
21 GOLDMAN SACHS ETF TR ACTIVEBET GSIE 381430107 $21.4M 1.31% 467,089 SH
22 SPDR SERIES TRUST ST STR RATE FLRN 78468R200 $20.8M 1.28% 673,574 SH
23 ISHARES TR ISHARES BIOTECH IBB 464287556 $16.8M 1.03% 79,752 SH
24 BERKSHIRE HATHAWAY INC BRK.B 084670702 $16.1M 0.99% 32,394 SH
25 FIRST TR EXCHANGE-TRADED FD II CIBR 33734X846 $15.9M 0.98% 154,243 SH
26 INTERCONTINENTAL EXCHANGE INC ICE 45866F104 $15.8M 0.97% 103,614 SH
27 ALPHABET INC CAP STK CL A GOOGL 02079K305 $15.3M 0.94% 44,477 SH
28 SOLVENTUM CORP COM SHS SOLV 83444M101 $15.2M 0.93% 172,139 SH
29 UNITEDHEALTH GROUP INC COM UNH 91324P102 $15.0M 0.92% 40,974 SH
30 J P MORGAN EXCHANGE TRADED FD JEPI 46641Q332 $14.9M 0.92% 265,571 SH
31 STATE STR SPDR S&P 500 ETF TR SPY 78462F103 $14.6M 0.90% 19,134 SH
32 SCHWAB STRATEGIC TR US SML CAP SCHA 808524607 $13.7M 0.84% 418,368 SH
33 GLOBALFOUNDRIES INC ORDINARY S GFS G39387108 $13.4M 0.82% 279,144 SH
34 CADENCE DESIGN SYSTEMS INC CDNS 127387108 $13.3M 0.82% 40,325 SH
35 NETFLIX INC. COM NFLX 64110L106 $13.3M 0.81% 190,690 SH
36 PALO ALTO NETWORKS INC COM PANW 697435105 $12.9M 0.79% 32,375 SH
37 CURTISS WRIGHT CORP COM CW 231561101 $12.6M 0.77% 23,112 SH
38 SPDR SERIES TRUST ST INTER BD SPIB 78464A375 $12.3M 0.75% 379,812 SH
39 DANAHER CORP DEL COM DHR 235851102 $12.0M 0.73% 53,995 SH
40 BLACKSTONE INC COM BX 09260D107 $11.8M 0.73% 105,649 SH
41 JOHNSON & JOHNSON COM JNJ 478160104 $11.8M 0.72% 44,537 SH
42 TERADYNE INC COM TER 880770102 $11.8M 0.72% 29,408 SH
43 SHERWIN WILLIAMS CO COM SHW 824348106 $11.5M 0.71% 35,622 SH
44 MONSTER BEVERAGE CORP NEW COM MNST 61174X109 $10.9M 0.67% 261,178 SH
45 SPDR SERIES TRUST ST STR AGGRE SPAB 78464A649 $10.7M 0.66% 439,618 SH
46 DISNEY WALT CO COM DIS 254687106 $9.4M 0.58% 89,584 SH
47 VULCAN MATLS CO COM VMC 929160109 $9.3M 0.57% 38,065 SH
48 FIDELITY COVINGTON TRUST SML M FSMD 316092527 $8.9M 0.54% 180,461 SH
49 ABBVIE INC COM ABBV 00287Y109 $8.9M 0.54% 33,904 SH
50 S&P GLOBAL INC COM SPGI 78409V104 $8.9M 0.54% 22,445 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-30 $1.63B 269 0001193125-26-439980
2026-06-30 2026-07-21 $1.63B 275 0001193125-26-309955
2026-03-31 2026-04-28 $1.43B 262 0001193125-26-187304
2025-12-31 2026-01-09 $1.52B 263 0001193125-26-008702
Filer Information
Address
ONE POST OFFICE SQUARE
5TH FLOOR
BOSTON, MA 02109
Phone
(617) 338-0700
Filing Manager
APPLETON PARTNERS INC/MA
BOSTON, MA
Signatory
Michael Howard
Chief Compliance Officer