Long-term investor
Appleton Partners Inc. @appletonpartnersincma
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001055290).
Record
- Tracked since 2025-06-30 (441 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days +8.7% · 6 months n/a · 1 year +10.9% · all +10.9%
- Max drawdown n/a · win rate 48% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.8% · long · since 2025-06-30
- MU · 5.7% · long · since 2025-06-30
- GSLC · 3.7% · long · since 2025-06-30
- SCHX · 3.4% · long · since 2025-06-30
- GOOG · 2.9% · long · since 2025-06-30
- GEV · 2.8% · long · since 2025-06-30
- MSFT · 2.7% · long · since 2025-06-30
- AVGO · 2.6% · long · since 2025-06-30
- AMZN · 2.6% · long · since 2025-06-30
- JPM · 2.5% · long · since 2025-06-30
- MS · 1.8% · long · since 2025-06-30
- XLE · 1.8% · long · since 2025-06-30