Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
71
5
6
3
4
0
52
20
7
APPLETON PARTNERS INC MA

Time Period2019-06-30

Total Holdings281

Total Value ($x1000)809,102
Activities
New29

Increased123

Unchanged38

Decreased91

Sold Out11

Top 10 Stock Holdingstotal 27.13%
JPST4.35

AAPL3.61

GSLC3.53

V2.91

SCHX2.33

 
HD2.28

JPM2.21

AMZN2.15

TMO1.95

MSFT1.81

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JPST
4.35%
ULTRA SHRT INC
AAPL
3.61%
COM
GSLC
3.53%
EQUITY ETF
V
2.91%
COM CL A
SCHX
2.33%
US LRG CAP ETF
HD
2.28%
COM
JPM
2.21%
COM
AMZN
2.15%
COM
TMO
1.95%
COM
MSFT
1.81%
COM
SPY
1.79%
TR UNIT
AMT
1.66%
COM
GSIE
1.46%
ACTIVEBETA INT
PEP
1.42%
COM
FLRN
1.41%
INV GRD FLT RT
INTU
1.36%
COM
LMT
1.33%
COM
JNJ
1.27%
COM
SCHF
1.25%
INTL EQTY ETF
BAC
1.21%
COM
ZTS
1.21%
CL A
ICE
1.16%
COM
COST
1.16%
COM
PG
1.14%
COM
UNH
1.12%
COM
ADBE
1.02%
COM
QEMM
1%
EM QUAL MIX
SHW
0.99%
COM
STZ
0.97%
CL A
MDT
0.95%
SHS
ROP
0.89%
COM
TJX
0.88%
COM
PYPL
0.84%
COM
GOOG
0.82%
CAP STK CL C
MCD
0.79%
COM
DIS
0.78%
COM DISNEY
VZ
0.74%
COM
IBB
0.73%
NASDQ BIOTEC ETF
IWM
0.72%
RUSSELL 2000 ETF
ACN
0.71%
SHS CLASS A
SIVB
0.71%
COM
HACK
0.64%
PUREFUNDS ISE CY
XYL
0.63%
COM
XOM
0.6%
COM
JPME
0.59%
DIVERSFED RTRN
CSCO
0.58%
COM
VRSN
0.57%
COM
AVGO
0.56%
COM
NFLX
0.56%
COM
GOOGL
0.56%
CAP STK CL A
AMGN
0.56%
COM
ABBV
0.55%
COM
PANW
0.53%
COM
SCHA
0.52%
US SML CAP ETF
IAGG
0.5%
CORE INTL AGGR
PGF
0.49%
FINL PFD ETF
JPSE
0.47%
DIVERSFD EQT ETF
MRK
0.46%
COM
EL
0.45%
CL A
UTX
0.45%
COM
VLO
0.44%
COM
CSX
0.44%
COM
T
0.43%
COM
GS
0.42%
COM
AGG
0.42%
CORE TOTUSBD ETF
SCHH
0.41%
US REIT ETF
EFA
0.4%
MSCI EAFE ETF
FISV
0.39%
COM
SYK
0.39%
COM
EMLP
0.38%
NO AMER ENERGY
XLE
0.38%
SBI INT-ENERGY
VEA
0.38%
FTSE DEV MKT ETF
EA
0.37%
COM
ITR
0.37%
INTR TRM CORP BD
LAG
0.37%
BRCLYS AGG ETF
CME
0.37%
COM
BAM
0.36%
CL A LTD VT SH
SCHW
0.36%
COM
MDLZ
0.36%
CL A
EW
0.35%
COM
IEMG
0.34%
CORE MSCI EMKT
FB
0.33%
CL A
BRK.B
0.33%
CL B NEW
BKNG
0.33%
COM
ILMN
0.33%
COM
RSG
0.33%
COM
CCI
0.33%
COM
FII
0.32%
CL B
UNP
0.31%
COM
MNST
0.31%
COM
MMM
0.29%
COM
WAB
0.29%
COM
NXPI
0.28%
COM
TXN
0.27%
COM
ECL
0.26%
COM
EOG
0.26%
COM
IQV
0.26%
COM
C
0.25%
COM NEW
ABT
0.25%
COM
TEL
0.25%
REG SHS
XLU
0.24%
SBI INT-UTILS
SYY
0.24%
COM
VO
0.24%
MID CAP ETF
VEU
0.24%
ALLWRLD EX US
IWR
0.24%
RUS MID-CAP ETF
EFAV
0.24%
EAFE MIN VOL ETF
INTC
0.24%
COM
IVV
0.23%
CORE S&P500 ETF
PFE
0.23%
COM
JPHF
0.23%
DIVERSIFIED ET
JPIN
0.23%
DIV RTN INT EQ
JNK
0.22%
BLOOMBERG BRCLYS
ATVI
0.22%
COM
CCL
0.22%
PAIRED CTF
ST
0.21%
SHS
COMB
0.21%
BBG COMMD K 1
PAYX
0.21%
COM
NOC
0.2%
COM
MS
0.2%
COM NEW
WFC
0.2%
COM
CL
0.19%
COM
EEM
0.19%
MSCI EMG MKT ETF
BA
0.18%
COM
DD
0.18%
COM
SLB
0.18%
COM
NTRS
0.18%
COM
MA
0.18%
CL A
MTN
0.18%
COM
ADP
0.17%
COM
SMG
0.16%
CL A
DE
0.16%
COM
ALB
0.16%
COM
KO
0.15%
COM
APH
0.15%
CL A
TMUS
0.15%
COM
VMC
0.15%
COM
DHI
0.14%
COM
IBM
0.14%
COM
RTN
0.14%
COM NEW
CB
0.14%
COM
SPGI
0.14%
COM
DOW
0.13%
COM
BKLN
0.12%
SR LN ETF
CVX
0.12%
COM
DHR
0.12%
COM
DPZ
0.12%
COM
HON
0.12%
COM
VNQ
0.11%
REIT ETF
VOX
0.1%
TELCOMM ETF
OKTA
0.1%
CL A
IJH
0.1%
CORE S&P MCP ETF
NKE
0.1%
CL B
GE
0.1%
COM
BLK
0.1%
COM
GLD
0.1%
GOLD SHS
EBAY
0.09%
COM
IWO
0.09%
RUS 2000 GRW ETF
VWO
0.09%
FTSE EMR MKT ETF
CELG
0.09%
COM
MGM
0.09%
COM
CHD
0.09%
COM
SCHZ
0.09%
US AGGREGATE B
CF
0.08%
COM
SDY
0.08%
S&P DIVID ETF
CMCSA
0.08%
CL A
MDY
0.08%
UTSER1 S&PDCRP
NEE
0.08%
COM
IWN
0.08%
RUS 2000 VAL ETF
IWF
0.07%
RUS 1000 GRW ETF
LLY
0.07%
COM
IWP
0.07%
RUS MD CP GR ETF
GILD
0.07%
COM
AMP
0.07%
COM
LIN
0.07%
COM
APD
0.07%
COM
CTVA
0.07%
COM
BUD
0.07%
SPONSORED ADR
ITW
0.07%
COM
USMV
0.07%
USA MIN VOL ETF
QQQ
0.07%
UNIT SER 1
BMRN
0.07%
COM
BKD
0.07%
COM
SMLV
0.07%
RUSS2000 LOVOL
VFC
0.07%
COM
APTV
0.07%
SHS
CLX
0.06%
COM
WM
0.06%
COM
WDAY
0.06%
CL A
BMY
0.06%
COM
MDYV
0.06%
S&P 400 MDCP VAL
WY
0.06%
COM
VIG
0.06%
DIV APP ETF
PNC
0.06%
COM
VYM
0.06%
HIGH DIV YLD
PRU
0.06%
COM
EQIX
0.06%
COM PAR $0.001
NVS
0.06%
SPONSORED ADR
FPX
0.05%
SHS
AKAM
0.05%
COM
TRV
0.05%
COM
WEC
0.05%
COM
ADM
0.05%
COM
DVY
0.05%
SELECT DIVID ETF
CSL
0.05%
COM
IVE
0.05%
S&P 500 VAL ETF
WMT
0.05%
COM
DLR
0.05%
COM
AXP
0.05%
COM
COP
0.05%
COM
PPG
0.05%
COM
BR
0.05%
COM
IEFA
0.04%
CORE MSCI EAFE
RLI
0.04%
COM
TGT
0.04%
COM
ORCL
0.04%
COM
ED
0.04%
COM
IJJ
0.04%
S&P MC 400VL ETF
SCHO
0.04%
SHT TM US TRES
XLK
0.04%
TECHNOLOGY
GIS
0.04%
COM
NOW
0.04%
COM
GLIBA
0.04%
COM CLASS A
IWW
0.04%
RUS 3000 VAL ETF
NVDA
0.04%
COM
FEZ
0.04%
EURO STOXX 50
SRPT
0.04%
COM
SBUX
0.04%
COM
FNDF
0.04%
SCHWB FDT INT LG
CAT
0.04%
COM
VB
0.04%
SMALL CP ETF
CRM
0.04%
COM
BDX
0.04%
COM
AMAT
0.04%
COM
DIA
0.04%
UT SER 1
ICSH
0.04%
LIQUID INC ETF
LGF/B
0.04%
CL B NON VTG
SWK
0.04%
COM
WPC
0.04%
COM
IWV
0.04%
RUSSELL 3000 ETF
SO
0.03%
COM
HDV
0.03%
HIGH DIVIDND ETF
VBR
0.03%
SM CP VAL ETF
IWS
0.03%
RUS MDCP VAL ETF
IR
0.03%
SHS
SYF
0.03%
COM
DNKN
0.03%
COM
ETHO
0.03%
ETHO CLIMATE LEA
XOP
0.03%
S&P OILGAS EXP
OCADO GR...
0.03%
COM
QEFA
0.03%
EAFE QUAL MIX
NUMG
0.03%
ESG MID CAP
XLF
0.03%
SBI INT-FINL
AMRX
0.03%
CL A
SPYX
0.03%
SP500 FOSL ETF
MINT
0.03%
ENHAN SHRT MAT
NSC
0.03%
COM
IJR
0.03%
CORE S&P SCP ETF
LNG
0.03%
COM NEW
SCHM
0.03%
US MID-CAP ETF
ANTM
0.03%
COM
SHY
0.03%
1-3 YR TR BD ETF
IVOO
0.03%
MIDCP 400 IDX
PM
0.03%
COM
SPLV
0.03%
S&P500 LOW VOL
VMBS
0.03%
MORTG-BACK SEC
MO
0.03%
COM
D
0.03%
COM
XLV
0.03%
SBI HEALTHCARE
SCHD
0.03%
US DIVIDEND EQ
FLOT
0.03%
FLTG RATE BD ETF
UN
0.03%
N Y SHS NEW
BAX
0.02%
COM
ESGS
0.02%
SUSTANABLE US
IJK
0.02%
S&P MC 400GR ETF
MARIMED ...
0.01%
COM
ABDC
0.01%
COM
ACIU
0.01%
SHS
CCO
0.01%
COM
STON
0.01%
COM UNITS
DNIB UNW...
< 0.01%
COM
CHINA SO...
< 0.01%
COM
DWDP
0.46%
COM
JNK
0.21%
BRC HGH YLD BD
PSTG
0.04%
CL A
FDX
0.03%
COM
HYG
0.03%
IBOXX HI YD ETF
TSLA
0.03%
COM
BIIB
0.03%
COM
UPS
0.03%
CL B
STDY
0.01%
SHS
CCO
0.01%
CL A
OMED
0.01%
COM