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 6 of 13
654445303
Shares:130.7K
Value:$2.2M
78468R556
Shares:10.4K
Value:$1.4M
81369Y605
Shares:24.2K
Value:$1.2M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
EQUINIX INC(EQIXcusip29444U700) | 2.8K | All Managers (Combined) | $2.3M | ||
(cusip654445303)✕ | 130.7K | All Managers (Combined) | $2.2M | QoQ +19.16% (+$0)YoY +36.89% (+$1) | |
29.0K | YoY NEW(+29.0K) | All Managers (Combined) | $2.2M | QoQ +5.77% (+$0)YoY NEW(+$2) | |
6.6K | All Managers (Combined) | $2.0M | QoQ -57.49% (-$3)YoY -64.57% (-$4) | ||
39.6K | All Managers (Combined) | $2.0M | QoQ +1.20% (-$0)YoY -21.88% (-$1) | ||
23.0K | All Managers (Combined) | $2.0M | QoQ -4.48% (-$0)YoY -6.35% (-$0) | ||
CORNING INC /NY(GLWcusip219350105) | 42.1K | All Managers (Combined) | $1.9M | QoQ -4.65% (-$0)YoY +30.75% (-$0) | |
14.4K | All Managers (Combined) | $1.9M | QoQ +19.61% (+$0)YoY -1.03% (-$0) | ||
74.9K | All Managers (Combined) | $1.9M | QoQ -2.95% (-$0)YoY +16.67% (+$0) | ||
44.4K | All Managers (Combined) | $1.9M | |||
6.2K | All Managers (Combined) | $1.6M | QoQ -28.51% (-$1)YoY -41.38% (-$1) | ||
ADOBE INC.(ADBEcusip00724F101) | 3.6K | All Managers (Combined) | $1.4M | QoQ -17.32% (-$0)YoY -58.98% (-$2) | |
(cusip78468R556)✕ | 10.4K | All Managers (Combined) | $1.4M | QoQ -3.38% (-$0)YoY -39.52% (-$1) | |
8.1K | QoQ NEW(+8.1K) YoY NEW(+8.1K) | All Managers (Combined) | $1.4M | QoQ NEW(+$1) YoY NEW(+$1) | |
21.7K | QoQ -0.18% (-41) | All Managers (Combined) | $1.3M | QoQ +5.43% (-$0)YoY -1.93% (-$0) | |
2.4K | QoQ -0.82% (-20)YoY -1.23% (-30) | All Managers (Combined) | $1.3M | QoQ -13.51% (-$0)YoY +2.12% (-$0) | |
4.9K | All Managers (Combined) | $1.3M | QoQ +8.50% (+$0)YoY -5.10% (-$0) | ||
2.7K | QoQ +7.15% (-178)YoY +1.13% (+30) | All Managers (Combined) | $1.3M | QoQ -1.72% (-$0)YoY +6.74% (+$0) | |
(cusip81369Y605)✕ | 24.2K | All Managers (Combined) | $1.2M | QoQ -6.28% (-$0)YoY +29.78% (+$0) | |
19.4K | All Managers (Combined) | $1.2M | QoQ +59.44% (+$0)YoY +54.51% (+$0) |