APPLETON PARTNERS INC/MA

CIK

1055290

Location

BOSTON, MA

Portfolio Value

Mid $1,613,224,521

Diversification

Diversified

Filing Date

Global Rank

#1,862 / 8,794 ▼ 121 · as of Jun 2026

Top Industry

Semiconductors 16.0%

Period ended 3 months ago

Filed Jul 21, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

200 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.6%

−0.2 pts

Top 5

27.4%

+0.4 pts

Top 10

42.1%

+0.4 pts

HHI

259

Diversified+5

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	30.4%	$490,912,897	43
Technology	23.9%	$384,770,619	33
Financial Services	11.3%	$182,840,657	24
Industrials	8.0%	$128,935,618	29
Communication Services	7.1%	$114,776,650	10
Healthcare	6.9%	$110,884,187	15
Consumer Cyclical	5.1%	$82,721,308	14
Consumer Defensive	3.1%	$49,262,931	12
Basic Materials	2.0%	$31,996,116	8
Real Estate	1.8%	$29,243,962	4
Energy	0.4%	$5,774,296	5
Utilities	0.1%	$1,105,280	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+128,464	1,449,186	$43,004,331
BKNG	Booking Holdings Inc.	+61,596	64,020	$11,410,924
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	+54,378	930,333	$83,864,666
FCAL	First Trust California Municipal High income ETF	+25,028	260,298	$4,654,128
VB	Vanguard Morningstar Small-Cap ETF	+18,644	40,150	$7,120,807
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+18,356	701,477	$40,192,426
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+16,567	594,707	$56,358,866
EDV	Vanguard World Funds Extended Duration ETF	+11,318	18,929	$2,234,819
IVZ	Invesco Ltd.	+8,451	169,946	$3,461,800
NVDA	Nvidia Corp	+7,058	93,167	$18,641,785
SOLV	Solventum Corp	+6,128	147,817	$11,404,081
KTOS	Kratos Defense & Security Solutions, Inc.	+4,704	149,089	$7,433,577
ABI	VictoryShares Pioneer Asset-Based Income ETF	+4,276	5,896	$668,825
—		+3,770	11,677	$1,442,161
GFS	GLOBALFOUNDRIES Inc.	+3,493	272,241	$22,435,380
FNDA	Schwab Fundamental U.S. Small Company ETF	+3,352	3,579,306	$106,334,972
MNST	Monster Beverage Corp	+3,299	126,064	$12,117,271
WELL	Welltower Inc.	+3,110	98,216	$22,292,085
NOW	ServiceNow, Inc.	+2,905	66,962	$6,647,987
ICE	Intercontinental Exchange, Inc.	+2,721	102,328	$12,597,600
SYK	Stryker Corp	+2,680	33,267	$10,473,782
WCN	Waste Connections, Inc.	+2,414	54,277	$9,047,433
QXO	QXO, Inc.	+1,842	651,107	$11,251,128
NFLX	Netflix Inc	+1,740	192,935	$13,775,559
BX	Blackstone Inc.	+1,551	103,558	$12,185,669
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−238,932	890,133	$48,535,728
MU	Micron Technology Inc	−22,665	80,158	$92,525,577
DD	DuPont de Nemours, Inc.	−21,633	11,433	$1,550,772
AGNG	Global X Funds Global X Aging Population ETF	−15,804	38,662	$773,056
SYY	Sysco Corp	−14,125	15,094	$1,261,556
MS	Morgan Stanley	−10,967	139,249	$29,108,610
—		−9,098	154,397	$13,872,570
PG	PROCTER & GAMBLE Co	−7,790	52,716	$7,730,274
HON	Honeywell International Inc	−7,739	7,720	$1,728,508
GLW	Corning Inc /Ny	−7,006	23,739	$6,063,652
AAPL	Apple Inc.	−6,767	329,859	$95,448,000
AVGO	Broadcom Inc.	−5,776	112,946	$42,665,351
ADM	Archer-Daniels-Midland Co	−3,780	5,502	$420,352
AAPB	GraniteShares ETF Trust GraniteShares 2x Long AAPL Daily ETF	−3,646	175,603	$4,228,520
GEV	GE Vernova Inc.	−3,492	38,422	$45,140,470
WMT	Walmart Inc.	−3,165	58,907	$6,671,806
MSFT	Microsoft Corp	−3,033	116,361	$43,404,980
CRH	Crh Public Ltd Co	−2,885	30,408	$3,253,656
HD	Home Depot, Inc.	−2,864	33,556	$11,834,530
CMCSA	Comcast Corp	−2,578	33,354	$818,840
GOOGL	Alphabet Inc.	−2,509	181,145	$64,185,952
AMZN	Amazon Com Inc	−2,498	177,012	$42,189,040
VRSK	Verisk Analytics, Inc.	−2,313	42,860	$7,694,655
DHR	Danaher Corp /De/	−2,281	54,777	$10,433,922
TMO	Thermo Fisher Scientific Inc.	−2,164	11,519	$5,775,165
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
FBCG	Fidelity Blue Chip Growth ETF	166,023	$8,774,315
ACSG	American Century Small Cap Growth Insights ETF	117,484	$8,616,276
TER	Teradyne, Inc	10,342	$5,003,873
HONA	Honeywell Aerospace Inc.	7,453	$1,647,709
GPC	Genuine Parts Co	10,444	$1,232,183
AMD	Advanced Micro Devices Inc	858	$498,420
VXUS	Vanguard Total International Stock ETF	5,673	$484,984
VCRM	Vanguard Core Tax-Exempt Bond ETF	8,765	$443,333
AMAT	Applied Materials Inc /De	550	$397,650
BIV	Vanguard Intermediate-Term Bond ETF	5,055	$371,087
LRCX	Lam Research Corp	595	$257,831
ACES	ALPS Clean Energy ETF	10,000	$257,400
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	1,175	$242,261
MDB	MongoDB, Inc.	712	$239,160
PH	Parker-Hannifin Corp	223	$218,120
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
NKE	NIKE, Inc.	32,804	$1,732,707
YUMC	Yum China Holdings, Inc.	4,810	$234,631
PFE	Pfizer Inc	8,052	$226,100
LOW	Lowes Companies Inc	954	$225,411
BAB	Invesco Taxable Municipal Bond ETF	2,863	$209,399
MRVL	Marvell Technology, Inc.	2,033	$201,368
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

200 tracked positions · $1,613,224,521 total · filing declares 275 positions · $1,631,983 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 200 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	3,579,306	+3,352	$106,334,972	+14.9%	6.59%
AAPL	Apple Inc. Technology	Reduced	329,859	-6,767	$95,448,000	+11.7%	5.92%
MU	Micron Technology Inc Technology	Reduced	80,158	-22,665	$92,525,577	+166.4%	5.74%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Added	930,333	+54,378	$83,864,666	+15.6%	5.20%
GOOGL	Alphabet Inc. Communication Services	Reduced	181,145	-2,509	$64,185,952	+21.8%	3.98%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	594,707	+16,567	$56,358,866	—	3.49%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	890,133	-238,932	$48,535,728	−25.4%	3.01%
GEV	GE Vernova Inc. Industrials	Reduced	38,422	-3,492	$45,140,470	+23.4%	2.80%
MSFT	Microsoft Corp Technology	Reduced	116,361	-3,033	$43,404,980	−1.8%	2.69%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	1,449,186	+128,464	$43,004,331	+10.0%	2.67%
AVGO	Broadcom Inc. Technology	Reduced	112,946	-5,776	$42,665,351	+16.1%	2.64%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	177,012	-2,498	$42,189,040	+12.8%	2.62%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	124,463	-2,127	$40,740,473	+9.4%	2.53%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	701,477	+18,356	$40,192,426	−4.4%	2.49%
MS	Morgan Stanley Financial Services	Reduced	139,249	-10,967	$29,108,610	+17.7%	1.80%
V	Visa Inc. Financial Services	Reduced	79,657	-620	$27,329,520	+12.6%	1.69%
LLY	ELI LILLY & Co Healthcare	Added	19,717	+625	$23,649,163	+34.7%	1.47%
GFS	GLOBALFOUNDRIES Inc. Technology	Added	272,241	+3,493	$22,435,380	+87.7%	1.39%
WELL	Welltower Inc. Real Estate	Added	98,216	+3,110	$22,292,085	+18.6%	1.38%
META	Meta Platforms, Inc. Communication Services	Added	34,052	+100	$19,181,151	−1.3%	1.19%
NVDA	Nvidia Corp Technology	Added	93,167	+7,058	$18,641,785	+24.1%	1.16%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	32,383	+235	$16,952,478	+5.1%	1.05%
UNH	Unitedhealth Group Inc Healthcare	Reduced	40,664	-946	$16,901,178	+50.1%	1.05%
CW	Curtiss Wright Corp Industrials	Reduced	22,183	-63	$16,809,390	+10.9%	1.04%
CDNS	Cadence Design Systems Inc Technology	Added	39,379	+451	$14,779,726	+36.6%	0.92%
SPY	Spdr S&P 500 ETF Trust	Reduced	19,653	-417	$14,676,270	+12.4%	0.91%
		Added	75,359	+1,349	$14,332,528	+14.7%	0.89%
		Reduced	154,397	-9,098	$13,872,570	+35.4%	0.86%
NFLX	Netflix Inc Communication Services	Added	192,935	+1,740	$13,775,559	−25.1%	0.85%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	102,328	+2,721	$12,597,600	−19.6%	0.78%
BX	Blackstone Inc. Financial Services	Added	103,558	+1,551	$12,185,669	+3.9%	0.76%
MNST	Monster Beverage Corp Consumer Defensive	Added	126,064	+3,299	$12,117,271	+36.2%	0.75%
SHW	Sherwin Williams Co Basic Materials	Added	35,179	+688	$12,112,833	+9.6%	0.75%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	33,556	-2,864	$11,834,530	−1.2%	0.73%
JNJ	Johnson & Johnson Healthcare	Reduced	45,874	-708	$11,650,619	+2.3%	0.72%
PANW	Palo Alto Networks Inc Technology	Reduced	33,733	-1,627	$11,503,627	+102.9%	0.71%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	64,020	+61,596	$11,410,924	+11.8%	0.71%
SOLV	Solventum Corp Healthcare	Added	147,817	+6,128	$11,404,081	+23.3%	0.71%
QXO	QXO, Inc. Industrials	Added	651,107	+1,842	$11,251,128	−10.8%	0.70%
VMC	Vulcan Materials CO Basic Materials	Added	37,503	+1,358	$11,063,760	+12.4%	0.69%
EVR	Evercore Inc. Financial Services	Added	32,222	+297	$11,001,879	+15.4%	0.68%
SYK	Stryker Corp Healthcare	Added	33,267	+2,680	$10,473,782	+4.2%	0.65%
DHR	Danaher Corp /De/ Healthcare	Reduced	54,777	-2,281	$10,433,922	−3.6%	0.65%
SPGI	S&P Global Inc. Financial Services	Reduced	22,607	-285	$9,206,926	−5.4%	0.57%
WCN	Waste Connections, Inc. Industrials	Added	54,277	+2,414	$9,047,433	+7.4%	0.56%
RSG	Republic Services, Inc. Industrials	Reduced	41,740	-1,705	$8,893,959	−6.5%	0.55%
DIS	Walt Disney Co Communication Services	Reduced	91,189	-967	$8,776,941	−1.2%	0.54%
FBCG	Fidelity Blue Chip Growth ETF	NEW	166,023	NEW	$8,774,315	NEW	0.54%
ACSG	American Century Small Cap Growth Insights ETF	NEW	117,484	NEW	$8,616,276	NEW	0.53%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	9,181	-232	$8,588,550	−8.4%	0.53%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.