SEC 13F Intelligence

Appleton Partners Inc/Ma / ICE

Appleton Partners Inc/Ma’s Intercontinental Exchange In Position

Does Appleton Partners Inc/Ma own Intercontinental Exchange In (ICE)? Yes99.6K shares worth $16M (+1.09% of its 13F portfolio) as of Q1 2026, down from 100.7K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
99.6K
% of Portfolio
+1.09%
Quarters Held
30
currently held

Position History ICE

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $8MQ2 ’19: $9MQ3 ’19: $10MQ4 ’19: $11MQ4 ’19Q1 ’20: $9MQ2 ’20: $11MQ3 ’20: $12MQ4 ’20: $14MQ4 ’20Q1 ’21: $13MQ2 ’21: $14MQ3 ’21: $13MQ4 ’21: $16MQ4 ’21Q1 ’22: $15MQ2 ’22: $11MQ3 ’22: $10MQ4 ’22: $12MQ4 ’22Q1 ’23: $12MQ2 ’23: $13MQ3 ’23: $13MQ4 ’23: $16MQ4 ’23Q1 ’24: $16MQ2 ’24: $15MQ3 ’24: $17MQ4 ’24: $16MQ4 ’24Q1 ’25: $17MQ2 ’25: $18MQ3 ’25: $17MQ4 ’25: $16MQ4 ’25Q1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202699.6K$16M+1.09%
Q4 2025100.7K$16M+1.07%
Q3 202599.2K$17M+1.12%
Q2 202596.9K$18M+1.26%
Q1 202596.3K$17M+1.28%
Q4 2024105.4K$16M+1.16%
Q3 2024106.9K$17M+1.26%
Q2 2024108.1K$15M+1.14%
Q1 2024114.4K$16M+1.22%
Q4 2023120.7K$16M+1.25%
Q3 2023117.6K$13M+1.15%
Q2 2023118.1K$13M+1.13%
Q1 2023116.1K$12M+1.08%
Q4 2022115.4K$12M+1.12%
Q3 2022115.4K$10M+1.04%
Q2 2022117.7K$11M+1.05%
Q1 2022114.8K$15M+1.24%
Q4 2021116.3K$16M+1.20%
Q3 2021116.6K$13M+1.11%
Q2 2021116.1K$14M+1.17%
Q1 2021119.6K$13M+1.24%
Q4 2020118.2K$14M+1.34%
Q3 2020118.5K$12M+1.31%
Q2 2020116.5K$11M+1.28%
Q1 2020115.2K$9M+1.29%
Q4 2019114.3K$11M+1.16%
Q3 2019112.0K$10M+1.25%
Q2 2019109.7K$9M+1.16%
Q1 2019106.5K$8M+1.07%
Q4 2018105.5K$8M+1.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Appleton Partners Inc/Ma’s full portfolio or all institutional holders of ICE.