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:
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Page 2 of 13
381430107
Shares:434.1K
Value:$15.5M
GE Vernova Inc.
Shares:49.2K
Value:$15.0M
46641Q332
Shares:260.0K
Value:$14.9M
INTUIT INC.
Shares:23.9K
Value:$14.7M
78468R200
Shares:469.6K
Value:$14.5M
46434G103
Shares:261.3K
Value:$14.1M
BERKSHIRE HATHAWAY INC
Shares:26.2K
Value:$14.0M
Zoetis Inc.
Shares:83.1K
Value:$13.7M
Blackstone Inc.
Shares:97.1K
Value:$13.6M
MICRON TECHNOLOGY INC
Shares:154.9K
Value:$13.5M
ROPER TECHNOLOGIES INC
Shares:22.6K
Value:$13.3M
Verisk Analytics, Inc.
Shares:44.1K
Value:$13.1M
WELLTOWER INC.
Shares:81.6K
Value:$12.5M
SPDR S&P 500 ETF TRUST
Shares:21.8K
Value:$12.2M
DANAHER CORP /DE/
Shares:58.9K
Value:$12.1M
SHERWIN WILLIAMS CO
Shares:34.5K
Value:$12.0M
PROCTER & GAMBLE Co
Shares:66.1K
Value:$11.3M
REPUBLIC SERVICES, INC.
Shares:46.1K
Value:$11.2M
STRYKER CORP
Shares:29.1K
Value:$10.8M
NORTHROP GRUMMAN CORP /DE/
Shares:20.9K
Value:$10.7M