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Institutional Investment Manager
APPLETON PARTNERS INC/MA
APPLETON PARTNERS INC/MA (CIK: 0001055290) incorporated in Massachusetts, located at One Post Office Square, Boston, MA. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q2)
Portfolio Summary: 204 holdings with a total value of $489,257,000.
#
Name
Shares
Value ($)
%
Options
Notes
201 JPMORGAN CHASE & CO 170,246 10,579,000 2.16%
202 VISA INC 181,315 13,448,000 2.75%
203 HOME DEPOT INC 105,920 13,525,000 2.76%
204 APPLE INC 192,257 18,380,000 3.76%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-018722, filed 2016.08.03).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.