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 7 of 13
46434V613
Shares:25.4K
Value:$1.2M
81369Y852
Shares:12.0K
Value:$1.2M
78463X426
Shares:14.7K
Value:$846.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46434V613)✕ | 25.4K | All Managers (Combined) | $1.2M | QoQ -7.71% (-$0)YoY -18.27% (-$0) | |
(cusip81369Y852)✕ | 12.0K | QoQ -4.88% (-615)YoY -5.54% (-704) | All Managers (Combined) | $1.2M | QoQ -5.24% (-$0)YoY +11.58% (-$0) |
VERISIGN INC/CA(VRSNcusip92343E102) | 4.5K | All Managers (Combined) | $1.1M | QoQ -7.95% (-$0)YoY -22.16% (-$0) | |
3.1K | QoQ -0.38% (-12)YoY -0.47% (-15) | All Managers (Combined) | $1.1M | QoQ -10.43% (-$0)YoY +6.58% (-$0) | |
4.4K | QoQ 0.00% (-0)YoY -1.20% (-54) | All Managers (Combined) | $1.1M | QoQ -11.16% (-$0)YoY -6.76% (-$0) | |
4.0K | QoQ -0.07% (-3)YoY -4.68% (-197) | All Managers (Combined) | $1.1M | QoQ -5.24% (-$0)YoY +0.82% (-$0) | |
COCA COLA CO(KOcusip191216100) | 15.4K | All Managers (Combined) | $1.1M | QoQ +5.46% (-$0)YoY +0.54% (-$0) | |
1.9K | All Managers (Combined) | $1.0M | QoQ +85.81% (+$0)YoY +89.56% (+$0) | ||
2.4K | All Managers (Combined) | $1.0M | |||
ServiceNow, Inc.(NOWcusip81762P102) | 1.2K | All Managers (Combined) | $986.0K | QoQ -32.00% (-$0)YoY -14.55% (-$0) | |
16.6K | QoQ -1.51% (-255)YoY -4.62% (-806) | All Managers (Combined) | $970.0K | QoQ -7.79% (-$0)YoY -8.40% (-$0) | |
20.3K | All Managers (Combined) | $921.0K | QoQ -8.35% (-$0)YoY -24.13% (-$0) | ||
13.5K | All Managers (Combined) | $885.0K | QoQ -9.13% (-$0)YoY +13.02% (+$0) | ||
3.5K | All Managers (Combined) | $872.0K | QoQ +44.37% (+$0)YoY +2.34% (-$0) | ||
1.8K | QoQ -0.82% (-15)YoY -2.87% (-53) | All Managers (Combined) | $869.0K | QoQ +19.36% (-$0)YoY +12.56% (-$0) | |
8.2K | All Managers (Combined) | $868.0K | QoQ -55.87% (-$1)YoY +36.47% (+$0) | ||
4.3K | All Managers (Combined) | $855.0K | QoQ +37.68% (+$0)YoY +32.55% (+$0) | ||
(cusip78463X426)✕ | 14.7K | All Managers (Combined) | $846.0K | QoQ -7.33% (-$0)YoY -39.00% (-$1) | |
4.7K | All Managers (Combined) | $845.0K | QoQ -11.51% (-$0)YoY -20.88% (-$0) | ||
6.2K | All Managers (Combined) | $830.0K | QoQ +2.21% (+$0)YoY +8.92% (+$0) |