Appleton Partners Inc Reduced Holdings in Q4 2025

Appleton Partners Inc

  • $1.52 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-322
- 0.95%
$609.01 - $751.67 $196K - $242K
33.5K $22.1M
ROP
Roper Technologies Inc

Industrials
-1.28K
- 5.64%
$443.27 - $520.0 $565K - $663K
21.3K $9.5M
UNH
Unitedhealth Group Inc

Healthcare
-2.89K
- 6.31%
$320.52 - $369.92 $926K - $1.07M
42.9K $14.1M
CSU.TO
Constellation Software Inc.

Technology
-131
- 5.01%
N/A
2.49K $5.96M
ABBV
Abb Vie Inc.

Healthcare
-4.27K
- 11.12%
$211.96 - $244.38 $906K - $1.04M
34.2K $7.81M
PANW
Palo Alto Networks Inc

Technology
-1.73K
- 4.56%
$204.77 - $221.38 $354K - $382K
36.1K $6.65M
PG
Procter & Gamble CO

Consumer Defensive
-1.75K
- 2.78%
$145.5 - $153.18 $254K - $268K
61.2K $8.77M
VMC
Vulcan Materials CO

Basic Materials
-24
- 0.07%
$280.58 - $309.07 $6.73K - $7.42K
36.3K $10.3M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-630
- 0.39%
$74.62 - $78.21 $47K - $49.3K
162K $11.6M
SHW
Sherwin Williams CO

Basic Materials
-27
- 0.08%
$330.74 - $354.45 $8.93K - $9.57K
34.5K $11.2M
WSO
Watsco Inc

Industrials
-592
- 8.81%
$343.12 - $414.9 $203K - $246K
6.12K $2.06M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-29.6K
- 34.8%
$18.93 - $19.55 $561K - $579K
55.5K $1.05M
INTU
Intuit Inc

Technology
-159
- 0.67%
$641.79 - $683.39 $102K - $109K
23.6K $15.6M
AMT
American Tower Corp

Real Estate
-822
- 3.8%
$176.64 - $193.32 $145K - $159K
20.8K $3.65M
APD
Air Products & Chemicals, Inc.

Basic Materials
-980
- 9.93%
$237.56 - $271.47 $233K - $266K
8.89K $2.2M
ZTS
Zoetis Inc.

Healthcare
-1.14K
- 7.02%
$118.8 - $147.53 $135K - $168K
15K $1.89M
VGT
Vanguard Information Technolog

ETFs
-600
- 28.64%
$736.33 - $801.52 $442K - $481K
1.5K $1.13M
HSY
Hershey CO

Consumer Defensive
-1.51K
- 6.48%
$162.31 - $195.56 $244K - $295K
21.8K $3.96M
CTAS
Cintas Corp

Industrials
-642
- 4.09%
$182.04 - $203.64 $117K - $131K
15K $2.83M
Amplify ETF Tr Amplify Cyberse
-829
- 1.78%
N/A
45.6K $3.67M
NOC
Northrop Grumman Corp

Industrials
-157
- 2.84%
$558.0 - $637.95 $87.6K - $100K
5.38K $3.07M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.61K
- 0.75%
$50.57 - $50.77 $183K - $183K
479K $24.2M
VO
Vanguard Mid Cap ETF

ETFs
-720
- 11.69%
$286.27 - $296.23 $206K - $213K
5.44K $1.58M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.07K
- 15.21%
$52.54 - $55.77 $214K - $227K
22.7K $1.22M
NKE
Nike, Inc.

Consumer Cyclical
-134
- 0.41%
$60.8 - $74.57 $8.15K - $9.99K
32.9K $2.1M
NVDA
Nvidia Corp

Technology
-959
- 1.08%
$179.83 - $207.04 $172K - $199K
87.7K $16.4M
VRSN
Verisign Inc

Technology
-36
- 0.81%
$232.82 - $275.44 $8.38K - $9.92K
4.42K $1.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-327
- 0.97%
$475.68 - $513.11 $156K - $168K
33.3K $16.7M
IVE
Ishares S&P 500 Value ETF

ETFs
-750
- 34.25%
$202.52 - $212.07 $152K - $159K
1.44K $305K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.94K
- 14.98%
$46.57 - $47.16 $137K - $139K
16.7K $776K
EQIX
Equinix Inc

Real Estate
-117
- 4.49%
$772.6 - $846.01 $90.4K - $99K
2.49K $1.91M
GLW
Corning Inc

Technology
-3.83K
- 10.46%
$82.06 - $90.29 $314K - $346K
32.8K $2.87M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-599
- 6.56%
$123.29 - $134.49 $73.9K - $80.6K
8.53K $1.08M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-345
- 3.26%
$55.57 - $63.17 $19.2K - $21.8K
10.2K $551K
XLC
Select Sector Spdr Tr Communic

ETFs
-835
- 6.67%
$111.33 - $117.16 $93K - $97.8K
11.7K $1.38M
CMCSA
Comcast Corp

Communication Services
-1.35K
- 3.83%
$26.98 - $31.09 $36.4K - $41.9K
33.8K $1.01M
DIS
Walt Disney CO

Communication Services
-213
- 0.23%
$105.69 - $116.65 $22.5K - $24.8K
92.2K $10.5M
KO
Coca Cola CO

Consumer Defensive
-1.95K
- 13.89%
$66.1 - $71.61 $129K - $139K
12.1K $844K
Spdr Index Shs Fds Msci Emrg M
-1.22K
- 9.34%
N/A
11.9K $785K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-140
- 9.72%
$577.77 - $604.78 $80.9K - $84.7K
1.3K $784K
RLI
Rli Corp

Financial Services
-1.05K
- 23.52%
$58.43 - $65.35 $61.4K - $68.6K
3.42K $218K
TT
Trane Technologies PLC

Industrials
-30
- 1.68%
$408.5 - $448.65 $12.3K - $13.5K
1.76K $683K
IWR
Ishares Russell Mid Cap ETF

ETFs
-630
- 2.77%
$94.02 - $97.61 $59.2K - $61.5K
22.2K $2.13M
IYE
Ishares Tr

ETFs
-1.35K
- 18.15%
$45.39 - $48.8 $61.3K - $65.9K
6.09K $289K
CRH.L
Crh PLC

Basic Materials
-1.88K
- 5.33%
N/A
33.5K $4.18M
XLP
Consumer Staples Sector Spdr

ETFs
-617
- 10.23%
N/A
5.41K $421K
SBUX
Starbucks Corp

Consumer Cyclical
-588
- 9.41%
$78.46 - $87.26 $46.1K - $51.3K
5.66K $477K
ADBE
Adobe Inc.

Technology
-115
- 3.32%
$325.07 - $359.91 $37.4K - $41.4K
3.35K $1.17M
MDT
Medtronic PLC

Healthcare
-693
- 2.11%
$90.06 - $98.43 $62.4K - $68.2K
32.2K $3.09M
Activity Summary
Buys All Purchases 96 New Holdings 14 Increased Positions 82 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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