Appleton Partners Inc
- SEC CIK
- 0001055290
- Latest filing
- Jul 21, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 19, 2021. Long positions only.
- Positions
- 279
- No 13F data for Q4 2020
- Portfolio value
- $1.08B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 513,900 | $62.8M | 5.8% | – | – | History |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 478,226 | $37.8M | 3.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 9,950 | $30.8M | 2.9% | – | – | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 568,175 | $28.8M | 2.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 121,542 | $28.7M | 2.7% | – | – | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 293,822 | $28.2M | 2.6% | – | – | – |
| HDHome Depot, Inc. | Stock | 86,412 | $26.4M | 2.5% | – | – | History |
| VVisa Inc. | Stock | 122,943 | $26.0M | 2.4% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 162,129 | $24.7M | 2.3% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 51,426 | $23.5M | 2.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 7,794 | $16.1M | 1.5% | – | – | History |
| ZTSZoetis Inc. | Stock | 99,473 | $15.7M | 1.5% | – | – | History |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 505,338 | $15.5M | 1.4% | – | – | – |
| AMTAmerican Tower Corp | REIT | 63,499 | $15.2M | 1.4% | – | – | History |
| BACBank of America Corp | Stock | 375,656 | $14.5M | 1.4% | – | – | History |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 439,451 | $14.5M | 1.3% | – | – | – |
| INTUIntuit Inc. | Stock | 37,411 | $14.3M | 1.3% | – | – | History |
| Schwab International Equity ETF808524805 | ETF | 376,078 | $14.1M | 1.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 34,871 | $13.8M | 1.3% | – | – | History |
| ADBEAdobe Inc. | Stock | 28,882 | $13.7M | 1.3% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 119,642 | $13.4M | 1.2% | – | – | History |
| DISWalt Disney Co | Stock | 72,032 | $13.3M | 1.2% | – | – | History |
| SHWSherwin Williams Co | COM | 16,760 | $12.4M | 1.1% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 50,860 | $12.4M | 1.1% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 32,440 | $12.1M | 1.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 82,486 | $11.7M | 1.1% | – | – | History |
| LMTLockheed Martin Corp | Stock | 31,043 | $11.5M | 1.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 64,702 | $10.6M | 1.0% | – | – | History |
| PGProcter & Gamble Co | Stock | 78,441 | $10.6M | 1.0% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 29,166 | $10.3M | 1.0% | – | – | History |
| SIVBSVB Financial Group | COM | 20,301 | $10.0M | 0.9% | – | – | History |
| MDTMedtronic plc | Stock | 80,246 | $9.48M | 0.9% | – | – | History |
| XYLXylem Inc. | COM | 83,590 | $8.79M | 0.8% | – | – | History |
| iShares Tr464287556 | ISHARES BIOTECH | 55,003 | $8.28M | 0.8% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,982 | $8.21M | 0.8% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 27,971 | $8.13M | 0.8% | – | – | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 79,540 | $7.93M | 0.7% | – | – | – |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 174,620 | $7.77M | 0.7% | – | – | History |
| ROPRoper Technologies Inc | Stock | 18,716 | $7.55M | 0.7% | – | – | History |
| ACNAccenture plc | Stock | 27,183 | $7.51M | 0.7% | – | – | History |
| AVGOBroadcom Inc. | Stock | 15,719 | $7.29M | 0.7% | – | – | History |
| SPDR Index Shs FDS78463X426 | MSCI EMRG MKTS | 105,538 | $7.19M | 0.7% | – | – | – |
| DHIHorton D R Inc | COM | 77,509 | $6.91M | 0.6% | – | – | History |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 79,974 | $6.62M | 0.6% | – | – | – |
| COLDAmericold Realty Trust | COM | 171,795 | $6.61M | 0.6% | – | – | History |
| TJXTJX Companies Inc | Stock | 99,195 | $6.56M | 0.6% | – | – | History |
| AMGNAmgen Inc | Stock | 25,994 | $6.47M | 0.6% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 28,842 | $6.37M | 0.6% | – | – | – |
| RTXRTX Corp | Stock | 81,712 | $6.31M | 0.6% | – | – | History |
| FISVFiserv Inc | Stock | 53,029 | $6.31M | 0.6% | – | – | History |
| VZVerizon Communications Inc | Stock | 105,498 | $6.13M | 0.6% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 91,252 | $5.87M | 0.5% | – | – | – |
| RSGRepublic Services, Inc. | COM | 57,016 | $5.67M | 0.5% | – | – | History |
| NFLXNetflix Inc | Stock | 10,822 | $5.64M | 0.5% | – | – | History |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 129,624 | $5.48M | 0.5% | – | – | – |
| PANWPalo Alto Networks Inc | Stock | 16,785 | $5.41M | 0.5% | – | – | History |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 144,637 | $5.24M | 0.5% | – | – | – |
| EQIXEquinix Inc | COM | 7,566 | $5.14M | 0.5% | – | – | History |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 170,596 | $5.06M | 0.5% | – | – | – |
| SYKStryker Corp | Stock | 20,762 | $5.06M | 0.5% | – | – | History |
| MCDMcDonalds Corp | Stock | 22,452 | $5.03M | 0.5% | – | – | History |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 90,012 | $4.94M | 0.5% | – | – | – |
| ATVIActivision Blizzard, Inc. | COM | 52,085 | $4.84M | 0.5% | – | – | History |
| iShares Tr46435G672 | CORE INTL AGGR | 86,731 | $4.76M | 0.4% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 39,497 | $4.67M | 0.4% | – | – | History |
| EAElectronic Arts Inc. | COM | 34,451 | $4.66M | 0.4% | – | – | History |
| VMCVulcan Materials CO | COM | 27,169 | $4.58M | 0.4% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 14,014 | $4.58M | 0.4% | – | – | History |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 238,826 | $4.51M | 0.4% | – | – | – |
| DHRDanaher Corp | Stock | 19,844 | $4.47M | 0.4% | – | – | History |
| ABBVAbbVie Inc. | Stock | 41,071 | $4.45M | 0.4% | – | – | History |
| ECLEcolab Inc. | Stock | 20,111 | $4.30M | 0.4% | – | – | History |
| MNSTMonster Beverage Corp | COM | 46,405 | $4.23M | 0.4% | – | – | History |
| TAT&T Inc. | Stock | 139,234 | $4.21M | 0.4% | – | – | History |
| ZBRAZebra Technologies Corp | CL A | 8,439 | $4.09M | 0.4% | – | – | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 78,635 | $4.01M | 0.4% | – | – | – |
| MSMorgan Stanley | Stock | 50,731 | $3.94M | 0.4% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 46,626 | $3.90M | 0.4% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 12,630 | $3.72M | 0.3% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 67,159 | $3.47M | 0.3% | – | – | History |
| IQVIQVIA Holdings Inc. | Stock | 17,453 | $3.37M | 0.3% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 12,782 | $3.27M | 0.3% | – | – | History |
| VRSNVerisign Inc | COM | 16,231 | $3.23M | 0.3% | – | – | History |
| CCICrown Castle Inc. | REIT | 18,582 | $3.20M | 0.3% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 25,283 | $3.17M | 0.3% | – | – | History |
| CMECME Group Inc. | COM | 15,347 | $3.13M | 0.3% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 40,221 | $3.10M | 0.3% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 62,541 | $3.07M | 0.3% | – | – | – |
| SMGScotts Miracle-Gro Co | Stock | 12,138 | $2.97M | 0.3% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 18,669 | $2.86M | 0.3% | – | – | History |
| Graniteshares ETF Tr38747R108 | BBG COMMD K 1 | 112,985 | $2.82M | 0.3% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 68,135 | $2.80M | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 66,590 | $2.79M | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 121,045 | $2.76M | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 49,129 | $2.74M | 0.3% | – | – | History |
| TXNTexas Instruments Inc | Stock | 14,485 | $2.74M | 0.3% | – | – | History |
| BAXBaxter International Inc | Stock | 32,124 | $2.71M | 0.3% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 54,865 | $2.69M | 0.3% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 34,227 | $2.60M | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,348 | $2.51M | 0.2% | – | – | – |