Appleton-Partners-Incma

Filing Details

13F-HR2025-03-31
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% identified
198 identified45 unidentified

Holdings

243 positions
Manager:
Search and click to pin securities to the top
Page 10 of 13
TRAVELERS COMPANIES, INC.
Shares:1.8K
Value:$470.0K
Archer-Daniels-Midland Co
Shares:9.5K
Value:$456.0K
464287804
Shares:4.3K
Value:$450.0K
STARBUCKS CORP
Shares:4.5K
Value:$446.0K
921910733
Shares:4.5K
Value:$444.0K
VALERO ENERGY CORP/TX
Shares:3.3K
Value:$442.0K
WEC ENERGY GROUP, INC.
Shares:4.0K
Value:$437.0K
DARDEN RESTAURANTS INC
Shares:2.1K
Value:$432.0K
922908751
Shares:1.9K
Value:$431.0K
RLI CORP
Shares:5.3K
Value:$428.0K
INTEL CORP
Shares:18.9K
Value:$428.0K
HONEYWELL INTERNATIONAL INC
Shares:2.0K
Value:$427.0K
EOG RESOURCES INC
Shares:3.3K
Value:$421.0K
464286525
Shares:3.6K
Value:$419.0K
VERIZON COMMUNICATIONS INC
Shares:9.2K
Value:$417.0K
464287630
Shares:2.8K
Value:$417.0K
464287408
Shares:2.2K
Value:$417.0K
46432F842
Shares:5.4K
Value:$410.0K
381430396
Shares:5.0K
Value:$397.0K
O REILLY AUTOMOTIVE INC
Shares:276
Value:$395.0K