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 2 of 13
46641Q332
Shares:260.0K
Value:$14.9M
78468R200
Shares:469.6K
Value:$14.5M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
434.1K | All Managers (Combined) | $15.5M | QoQ +6.12% (-$1)YoY +3.02% (-$0) | ||
GE Vernova Inc.(GEVcusip36828A101) | 49.2K | YoY NEW(+49.2K) | All Managers (Combined) | $15.0M | QoQ -11.73% (-$2)YoY NEW(+$15) |
(cusip46641Q332)✕ | 260.0K | All Managers (Combined) | $14.9M | QoQ +2.44% (+$0)YoY +11.40% (+$2) | |
INTUIT INC.(INTUcusip461202103) | 23.9K | All Managers (Combined) | $14.7M | QoQ -3.85% (-$1)YoY -9.81% (-$2) | |
(cusip78468R200)✕ | 469.6K | All Managers (Combined) | $14.5M | QoQ +8.12% (+$1) | |
261.3K | All Managers (Combined) | $14.1M | QoQ +7.37% (+$1)YoY +9.42% (+$1) | ||
26.2K | All Managers (Combined) | $14.0M | |||
Zoetis Inc.(ZTScusip98978V103) | 83.1K | All Managers (Combined) | $13.7M | QoQ -0.91% (-$0)YoY -8.75% (-$1) | |
Blackstone Inc.(BXcusip09260D107) | 97.1K | All Managers (Combined) | $13.6M | QoQ -17.77% (-$3)YoY +4.57% (-$1) | |
154.9K | All Managers (Combined) | $13.5M | QoQ +4.19% (+$1)YoY -22.84% (-$4) | ||
22.6K | QoQ -0.44% (-101)YoY +3.30% (+722) | All Managers (Combined) | $13.3M | QoQ +12.90% (-$2)YoY +8.59% (+$1) | |
44.1K | QoQ -0.09% (-44) | All Managers (Combined) | $13.1M | QoQ +7.94% (-$1)YoY +30.39% (+$3) | |
WELLTOWER INC.(WELLcusip95040Q104) | 81.6K | All Managers (Combined) | $12.5M | ||
21.8K | All Managers (Combined) | $12.2M | QoQ -7.86% (-$1)YoY -4.58% (-$1) | ||
58.9K | All Managers (Combined) | $12.1M | QoQ +2.33% (+$0)YoY -5.11% (-$1) | ||
34.5K | QoQ -0.10% (-37)YoY +2.61% (+879) | All Managers (Combined) | $12.0M | QoQ +2.61% (-$0)YoY +3.17% (+$0) | |
66.1K | All Managers (Combined) | $11.3M | QoQ +2.84% (+$0)YoY -3.78% (-$0) | ||
46.1K | All Managers (Combined) | $11.2M | QoQ +23.68% (+$2)YoY +11.63% (-$1) | ||
STRYKER CORP(SYKcusip863667101) | 29.1K | QoQ -0.32% (-95)YoY -0.64% (-190) | All Managers (Combined) | $10.8M | QoQ +3.06% (-$0)YoY +3.34% (-$0) |
20.9K | All Managers (Combined) | $10.7M | QoQ +10.23% (+$1)YoY +1.70% (-$0) |