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 4 of 13
78464A649
Shares:291.8K
Value:$7.5M
Monster Beverage Corp
Shares:121.9K
Value:$7.1M
LOCKHEED MARTIN CORP
Shares:15.9K
Value:$7.1M
Evercore Inc.
Shares:35.0K
Value:$7.0M
Palo Alto Networks Inc
Shares:39.0K
Value:$6.7M
Autodesk, Inc.
Shares:24.8K
Value:$6.5M
46641Q654
Shares:122.1K
Value:$6.2M
46435G672
Shares:123.0K
Value:$6.1M
TJX COMPANIES INC /DE/
Shares:50.5K
Value:$6.1M
Walmart Inc.
Shares:68.5K
Value:$6.0M
MCDONALDS CORP
Shares:18.8K
Value:$5.9M
502441306
Shares:45.2K
Value:$5.6M
AMERICAN TOWER CORP /MA/
Shares:22.6K
Value:$4.9M
33738D101
Shares:126.8K
Value:$4.8M
81369Y886
Shares:58.9K
Value:$4.6M
808524847
Shares:206.3K
Value:$4.4M
37954Y657
Shares:227.4K
Value:$4.3M
CME GROUP INC.
Shares:16.3K
Value:$4.3M
HERSHEY CO
Shares:23.1K
Value:$4.0M
EXXON MOBIL CORP
Shares:32.9K
Value:$3.9M