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Michael Howard

Appleton Partners Inc Ma

Assets Managed
$1.632B
Holdings
275
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
13.84%(2Q avg: 4.14%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Appleton Partners Inc Ma's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 275 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.632B in assets, with a quarterly growth rate of 13.84% and a 2-quarter average growth rate of 4.14%. The portfolio is managed by Michael Howard, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -2.01%
5.85%
$95.448M
329,859 shares@ $289.36 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -22.04%
5.67%
$92.526M
80,158 shares@ $1154.3 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Increased 0.33%
3.67%
$59.847M
421,782 shares@ $141.9 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 0.88%
3.36%
$54.831M
1.863M shares@ $29.43 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.72%
2.95%
$48.088M
136,098 shares@ $353.34 avg price
GEV
Ge Vernova Inc
Recent Activity
Decreased -8.33%
2.77%
$45.141M
38,422 shares@ $1174.88 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.54%
2.66%
$43.405M
116,361 shares@ $373.03 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -4.86%
2.62%
$42.665M
112,946 shares@ $377.75 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.39%
2.59%
$42.189M
177,012 shares@ $238.34 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.68%
2.5%
$40.74M
124,463 shares@ $327.33 avg price

1-10 of 275