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Michael Howard

Appleton Partners Inc Ma

Assets Managed
$1.434B
Holdings
262
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
-5.56%(2Q avg: -1.84%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Appleton Partners Inc Ma's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 262 positions.

Assets under management

The assets under management (AUM) of Appleton Partners Inc Ma over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.434B in assets, with a quarterly growth rate of -5.56% and a 2-quarter average growth rate of -1.84%. The portfolio is managed by Michael Howard, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.48%
5.96%
$85.432M
336,626 shares@ $253.79 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Decreased -0.63%
3.67%
$52.605M
420,407 shares@ $125.13 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 0.03%
3.31%
$47.354M
1.847M shares@ $25.65 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.66%
3.09%
$44.196M
119,394 shares@ $370.17 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.85%
2.75%
$39.327M
137,093 shares@ $286.87 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.22%
2.61%
$37.386M
179,510 shares@ $208.27 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.41%
2.6%
$37.238M
126,590 shares@ $294.17 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.76%
2.57%
$36.746M
118,722 shares@ $309.52 avg price
GEV
Ge Vernova Inc
Recent Activity
Decreased -3.11%
2.56%
$36.587M
41,914 shares@ $872.91 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -12.64%
2.43%
$34.738M
102,823 shares@ $337.85 avg price

1-10 of 262