Question 1

What stocks does APPLETON PARTNERS INCMA hold in its portfolio?

Accepted Answer

APPLETON PARTNERS INCMA's top stock holdings include AAPL, GSLC, MU and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are APPLETON PARTNERS INCMA's largest stock holdings?

Accepted Answer

APPLETON PARTNERS INCMA's largest stock holdings as of their last filing include AAPL (valued at approximately $95.4 million), GSLC (valued at approximately $59.8 million), MU (valued at approximately $92.5 million), SCHX (valued at approximately $54.8 million), GOOG (valued at approximately $48.1 million).

Question 3

When was APPLETON PARTNERS INCMA's last SEC filing?

Accepted Answer

APPLETON PARTNERS INCMA's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has APPLETON PARTNERS INCMA recently bought or sold?

Accepted Answer

APPLETON PARTNERS INCMA's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has APPLETON PARTNERS INCMA reported?

Accepted Answer

APPLETON PARTNERS INCMA's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does APPLETON PARTNERS INCMA invest in?

Accepted Answer

APPLETON PARTNERS INCMA's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.