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 9 of 13
464285204
Shares:10.8K
Value:$637.0K
CHEVRON CORP
Shares:3.7K
Value:$616.0K
Salesforce, Inc.
Shares:2.3K
Value:$616.0K
RTX Corp
Shares:4.5K
Value:$593.0K
922908363
Shares:1.1K
Value:$585.0K
CATERPILLAR INC
Shares:1.8K
Value:$583.0K
AFLAC INC
Shares:5.0K
Value:$552.0K
CSX CORP
Shares:18.5K
Value:$544.0K
DEERE & CO
Shares:1.1K
Value:$539.0K
COLGATE PALMOLIVE CO
Shares:5.7K
Value:$531.0K
GENERAL MILLS INC
Shares:8.9K
Value:$530.0K
46429B689
Shares:6.7K
Value:$524.0K
Silvercrest Asset Management Group Inc.
Shares:31.6K
Value:$518.0K
Cigna Group
Shares:1.6K
Value:$513.0K
AT&T INC.
Shares:17.9K
Value:$507.0K
Trane Technologies plc
Shares:1.5K
Value:$507.0K
922908736
Shares:1.3K
Value:$495.0K
922042718
Shares:4.1K
Value:$478.0K
808524755
Shares:13.2K
Value:$477.0K
CHURCH & DWIGHT CO INC /DE/
Shares:4.3K
Value:$476.0K