Appleton Partners INC
Annual return '25
+15.9%
SPY '25
+17.7%
Alpha
-1.8ptsvs SPY
Invested
$1.4M
Holdings
263
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC COM
Q1 2026: New position (715.6k shares)
6.0%
02
$GSLC
GOLDMAN SACHS ETF TR ACTIVEBET
Held since at least Q1 2024
3.7%
03
$SCHX
SCHWAB STRATEGIC TR US LRG CAP
Held since at least Q1 2024
3.3%
04
$MSFT
MICROSOFT CORP COM
Q1 2026: New position (385.9k shares)
3.1%
05
$GOOG
ALPHABET INC CAP STK CL C
Held since at least Q1 2024
2.7%
06
$AMZN
AMAZON COM INC COM
Q1 2026: New position (887.0k shares)
2.6%
07
$JPM
JPMORGAN CHASE & CO COM
Q1 2026: New position (156.8k shares)
2.6%
08
$AVGO
BROADCOM INC COM
Q1 2026: New position (42.7k shares)
2.6%
09
$GEV
GE VERNOVA INC COM
Q1 2026: New position (281.0k shares)
2.6%
10
$MU
MICRON TECHNOLOGY INC COM
Q1 2026: New position (32.1k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:03 UTC.