Appleton-Partners-Incma
AI_NATIVE detailed information: This accession holds the following tickers:[ "MU", null, "FNDF", "FNDA", "ACN", "MMM", "ABT", "ABBV", "ADBE", "GOOGL", null, "SCHH", "T", "CAT", "AVGO", "LOW", "BSX", null, null, "EOG", "GIS", "HON", "HD", null, "MCD", "INTU", null, null, "UNP", null, null, null, "ITW", "GSIE", "BKNG", "ICE", "MUB", "META", null, "IJH", null, null, "IWS", null, null, "MMC", "MRVL", null, null, "MDT", "MSFT", "MDLZ", "MS", "TMUS", "EQIX", "EVR", "FTV", "GE", null, "ORLY", "ADM", "BX", "HSY", "IJR", "ORCL", "NOC", null, "VHT", null, null, "EEM", "IWF", null, "PANW", "PEP", "IEMG", null, "IVV", "UNH", "AAPL", "SPY", "EFAV", "NVDA", "GS", "INTC", "PFE", "LMT", "PG", "MRK", "VZ", "AMGN", "DGX", "FNDX", null, "IEFA", null, null, "SCHX", null, null, "NOW", "SHW", "ROP", "SHEL", "RTX", "GLD", null, null, "AMT", "RSG", null, "IBM", "SYK", "SBUX", "TEL", "CI", "TXN", "TMO", "TJX", "TRV", "VO", "SAMG", "VV", "MNST", "ACWV", "VWO", "VSS", null, "VIG", "IWO", "XLB", "IWN", "VYM", null, "DD", "VRTX", "TT", "VRSK", "RLI", "ADSK", "AFL", "APH", "SDY", "DRI", "WAB", "WSO", "F", "WEC", "AJG", "WM", "IWP", "IWR", "WCN", "GSLC", "AMZN", "SCHB", null, null, "IVE", "ESGD", null, null, null, "VEU", "VGT", "ESGV", "VUG", "VLO", "VEA", "VBR", "VB", "VOO", "VTV", "VRSN", "V", "WMT", "WFC", "WELL", "YUMC", "YUM", null, "SCHD", "DVY", "SCHG", null, "SCHF", "SCHA", "NXPI", "SO", null, "ROL", "CRM", "SYY", "DIA", null, null, null, "GEV", "NUE", "ADP", "BAC", "BRK-A", "BRK-B", "BDX", "BA", "BR", "CVX", "CB", "CMG", "CHD", "CTAS", "CSCO", "CME", "KO", "CMCSA", "CL", "COST", "GLW", "CRH", "CSX", "CW", "DHR", "DE", "DFS", "RSP", "EFA", "VMC", "NKE", "QQQ", null, "IWM", "MDY", "DIS", "GOOG", "XOM", "JNJ", "LLY", "NFLX", "XLK", "ITOT", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-22
- Total Holdings
- 243
- Total Value
- 1294021
- Accession Number
- 0000950123-25-003620
- Form Type
- 13F-HR
- Manager Name
- Appleton-Partners-Incma
Data Enrichment
81% identified198 identified45 unidentified
Holdings
243 positions
Manager:
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Page 10 of 13
381430396
Shares:5.0K
Value:$397.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.8K | All Managers (Combined) | $470.0K | QoQ -5.62% (-$0)YoY -9.78% (-$0) | ||
9.5K | All Managers (Combined) | $456.0K | QoQ -5.00% (-$0)YoY -23.61% (-$0) | ||
4.3K | All Managers (Combined) | $450.0K | QoQ -12.10% (-$0)YoY -17.43% (-$0) | ||
STARBUCKS CORP(SBUXcusip855244109) | 4.5K | All Managers (Combined) | $446.0K | QoQ -0.22% (-$0)YoY -93.07% (-$6) | |
4.5K | All Managers (Combined) | $444.0K | QoQ -23.44% (-$0)YoY -18.23% (-$0) | ||
3.3K | All Managers (Combined) | $442.0K | QoQ +3.75% (-$0)YoY -34.42% (-$0) | ||
4.0K | QoQ +3.06% (+119)YoY +3.06% (+119) | All Managers (Combined) | $437.0K | QoQ +19.39% (+$0)YoY +36.99% (+$0) | |
2.1K | All Managers (Combined) | $432.0K | QoQ -2.04% (-$0)YoY -4.21% (-$0) | ||
1.9K | QoQ -6.00% (-124)YoY -6.00% (-124) | All Managers (Combined) | $431.0K | QoQ -13.10% (-$0)YoY -8.68% (-$0) | |
5.3K | All Managers (Combined) | $428.0K | QoQ -2.50% (-$0)YoY -5.51% (-$0) | ||
INTEL CORP(INTCcusip458140100) | 18.9K | All Managers (Combined) | $428.0K | QoQ -0.69% (-$0)YoY -60.66% (-$1) | |
2.0K | QoQ -2.08% (-43) | All Managers (Combined) | $427.0K | QoQ -8.36% (-$0)YoY -11.41% (-$0) | |
3.3K | All Managers (Combined) | $421.0K | QoQ -5.81% (-$0)YoY -42.09% (-$0) | ||
3.6K | QoQ -4.63% (-175)YoY -6.49% (-250) | All Managers (Combined) | $419.0K | QoQ +1.69% (-$0)YoY +3.45% (-$0) | |
9.2K | All Managers (Combined) | $417.0K | QoQ +14.24% (+$0)YoY +35.83% (+$0) | ||
2.8K | QoQ -3.28% (-94) | All Managers (Combined) | $417.0K | QoQ -11.08% (-$0)YoY -19.96% (-$0) | |
2.2K | QoQ 0.00% (-0) | All Managers (Combined) | $417.0K | QoQ -0.23% (-$0)YoY +68.82% (+$0) | |
5.4K | QoQ +3.83% (+200)YoY -4.46% (-253) | All Managers (Combined) | $410.0K | QoQ +11.71% (+$0)YoY -2.61% (-$0) | |
(cusip381430396)✕ | 5.0K | All Managers (Combined) | $397.0K | QoQ -16.24% (-$0)YoY -12.55% (-$0) | |
276 | YoY NEW(+276) | All Managers (Combined) | $395.0K | QoQ -29.21% (-$0)YoY NEW(+$0) |