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Home > Institutional Investor > Appleton Partners Inc > Profile

Instuitional Investor - Appleton Partners Inc

Fund Profile
Filing Period:
Fund Name: Appleton Partners Inc
Portfolio Value $1,628,949
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 317,190 $105,631 6.48%
2.
Micron Technology Inc
 MU 75,666 $80,593 4.95%
3.
Goldman Sachs Etf Tr Activebet - ETF
 423,245 $61,388 3.77%
4.
Microsoft Corp
 MSFT 119,483 $61,283 3.76%
5.
Schwab Strategic Trust
 SCHD 1,875,651 $56,270 3.45%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.