APPLETON PARTNERS INC/MA

CIK 0001055290 • 6 13F filings • Apr 22, 2025 – Jul 21, 2026

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Filer information

Filed by: APPLETON PARTNERS INC/MA, Chief Compliance Officer
Address: ONE POST OFFICE SQUARE, 5TH FLOOR, BOSTON, MA, 02109
Phone: (617) 338-0700
AUM: $1.5M

AUM over time

$1.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $1.5M240 positionsView on SEC.gov

			% of Portfolio
3M CO COM	CS	$672	0.0%	4,199 SH	New
ABBOTT LABS COM	CS	$2K	0.1%	13,856 SH	New
ABBVIE INC COM	CS	$8K	0.5%	34,177 SH	New
ACCENTURE PLC IRELAND SHS CLAS	CS	$744	0.0%	2,774 SH	New
ADOBE INC COM	CS	$1K	0.1%	3,346 SH	New
AFLAC INC COM	CS	$536	0.0%	4,863 SH	New
AIR PRODS & CHEMS INC COM	CS	$2K	0.1%	8,886 SH	New
ALPHABET INC CAP STK CL A	CS	$16K	1.0%	49,574 SH	New
ALPHABET INC CAP STK CL C	CS	$43K	2.9%	138,274 SH	New
AMAZON COM INC COM	CS	$42K	2.7%	179,908 SH	New
AMERICAN TOWER CORP	CS	$4K	0.2%Prev: 0.3%	20,804 SH	Decreased-822 SH
AMGEN INC COM	CS	$2K	0.1%	5,302 SH	New
AMPHENOL CORP NEW CL A	CS	$2K	0.1%	11,722 SH	New
AMPLIFY ETF TR AMPLIFY CYBERSE	CS	$4K	0.2%	45,635 SH	New
AON PLC SHS CL A	CS	$228	0.0%	645 SH	New
APPLE INC COM	CS	$93K	6.1%	341,715 SH	New
ARCHER DANIELS MIDLAND CO COM	CS	$534	0.0%	9,282 SH	New
AT&T INC COM	CS	$471	0.0%	18,955 SH	New
AUTODESK INC COM	CS	$8K	0.5%	27,457 SH	New
AUTOMATIC DATA PROCESSING INC	CS	$2K	0.1%Prev: 0.2%	8,102 SH	Decreased+193 SH
BANK AMERICA CORP COM	CS	$2K	0.1%	38,416 SH	New
BERKSHIRE HATHAWAY INC	CS	$17K	1.2%Prev: 1.2%	33,298 SH	Decreased-327 SH
BLACKSTONE INC COM	CS	$15K	1.0%	98,758 SH	New
BOEING CO COM	CS	$378	0.0%	1,741 SH	New
BOOKING HOLDINGS INC COM	CS	$13K	0.8%	2,367 SH	New
BROADCOM INC COM	CS	$41K	2.7%	119,632 SH	New
BROADRIDGE FINL SOLUTIONS INC	CS	$3K	0.2%	12,072 SH	New
BROOKFIELD CORP CL A LTD VT SH	CS	$358	0.0%	7,809 SH	New
CADENCE DESIGN SYSTEMS INC	CS	$12K	0.8%Prev: 0.9%	38,365 SH	Decreased+655 SH
CAPITAL ONE FINL CORP COM	CS	$4K	0.2%	15,350 SH	New
CATERPILLAR INC COM	CS	$1K	0.1%	1,888 SH	New
CHEVRON CORP NEW COM	CS	$408	0.0%	2,676 SH	New
CHUBB LIMITED COM	CS	$606	0.0%	1,940 SH	New
CHURCH & DWIGHT CO INC COM	CS	$382	0.0%	4,557 SH	New
CINTAS CORP COM	CS	$3K	0.2%	15,045 SH	New
CISCO SYS INC COM	CS	$2K	0.1%	20,335 SH	New
CLIFTON MNG CO COM	CS	$3	0.0%	25,000 SH	New
CME GROUP INC COM	CS	$4K	0.3%	16,402 SH	New
COCA COLA CO COM	CS	$844	0.1%	12,068 SH	New
COLGATE PALMOLIVE CO COM	CS	$322	0.0%	4,071 SH	New
COMCAST CORP NEW CL A	CS	$1K	0.1%	33,805 SH	New
CONSTELLATION SOFTWARE INC COM	CS	$6K	0.4%	2,485 SH	New
CORNING INC COM	CS	$3K	0.2%	32,780 SH	New
CORTEVA INC COM	CS	$245	0.0%	3,651 SH	New
COSTCO WHSL CORP NEW COM	CS	$9K	0.6%	10,230 SH	New
CRH PLC ORD	CS	$4K	0.3%	33,453 SH	New
CSX CORP COM	CS	$746	0.0%	20,570 SH	New
CURTISS WRIGHT CORP COM	CS	$12K	0.8%	22,652 SH	New
DANAHER CORPORATION COM	CS	$13K	0.8%	55,895 SH	New
DARDEN RESTAURANTS INC	CS	$365	0.0%Prev: 0.0%	1,986 SH	Decreased
DEERE & CO COM	CS	$575	0.0%	1,234 SH	New
DISNEY WALT CO COM	CS	$10K	0.7%	92,164 SH	New
DUPONT DE NEMOURS INC COM	CS	$1K	0.1%	32,314 SH	New
ELI LILLY & CO COM	CS	$19K	1.3%	18,135 SH	New
EOG RES INC COM	CS	$345	0.0%	3,285 SH	New
EQUINIX INC COM	CS	$2K	0.1%	2,488 SH	New
EVERCORE INC CLASS A	CS	$10K	0.7%	30,704 SH	New
EXPEDIA GROUP INC COM NEW	CS	$280	0.0%	990 SH	New
EXXON MOBIL CORP COM	CS	$4K	0.3%	31,544 SH	New
FIDELITY WISE ORIGIN BITCOIN F	ETF	$346	0.0%Prev: 0.0%	4,534 SH	Decreased+213 SH
FIRST TR EXCH TRADED FD III PF	ETF	$4K	0.2%	203,925 SH	New
FIRST TR EXCHANGE TRADED FD II	CS	$12K	0.8%	162,489 SH	New
FIRST TR EXCHANGE-TRADED FD IV	ETF	$5K	0.3%	128,625 SH	New
FIRST TR EXCHANGE-TRADED FD US	ETF	$281	0.0%	1,716 SH	New
FORD MTR CO COM	CS	$302	0.0%	22,996 SH	New
FORTIVE CORP COM	CS	$253	0.0%	4,580 SH	New
GALLAGHER ARTHUR J & CO COM	CS	$13K	0.8%	49,292 SH	New
GE AEROSPACE COM NEW	CS	$1K	0.1%	3,965 SH	New
GE VERNOVA INC COM	CS	$28K	1.9%	43,260 SH	New
GENERAL MLS INC COM	CS	$233	0.0%	5,006 SH	New
GLOBAL X FDS US PFD ETF	ETF	$1K	0.1%	55,536 SH	New
GLOBAL X FDS VDEO GAM ESPRT	CS	$362	0.0%	12,157 SH	New
GOLDMAN SACHS ETF TR ACTIVEBET	ETF	$75K	4.9%	864,935 SH	New
GOLDMAN SACHS ETF TR JUST US L	ETF	$474	0.0%	4,903 SH	New
GOLDMAN SACHS GROUP INC COM	CS	$5K	0.3%	5,219 SH	New
GRANITESHARES ETF TR BBG COMMD	ETF	$4K	0.2%	176,080 SH	New
HERSHEY CO COM	CS	$4K	0.3%	21,750 SH	New
HOME DEPOT INC COM	CS	$22K	1.5%	64,970 SH	New
HONEYWELL INTL INC COM	CS	$3K	0.2%	15,321 SH	New
HOULIHAN LOKEY INC CL A	CS	$2K	0.1%	11,254 SH	New
ILLINOIS TOOL WKS INC COM	CS	$461	0.0%	1,870 SH	New
INTEL CORP COM	CS	$607	0.0%	16,451 SH	New
INTERCONTINENTAL EXCHANGE INC	CS	$16K	1.1%Prev: 1.1%	100,749 SH	Decreased+1,598 SH
INTERNATIONAL BUSINESS MACHS C	CS	$897	0.1%	3,027 SH	New
INTUIT COM	CS	$16K	1.0%	23,574 SH	New
INVESCO EXCH TRADED FD TR II S	ETF	$3K	0.2%	159,068 SH	New
INVESCO EXCHANGE TRADED FD TR	ETF	$295	0.0%	1,540 SH	New
INVESCO QQQ TR UNIT SER 1	ETF	$1K	0.1%	2,385 SH	New
ISHARES GOLD TRUST	ETF	$854	0.1%Prev: 0.1%	10,517 SH	Increased-25 SH
ISHARES INC CORE MSCI EMKT	ETF	$18K	1.2%	266,009 SH	New
ISHARES INC MSCI EMERG MRKT	ETF	$319	0.0%	4,987 SH	New
ISHARES INC MSCI GBL MIN VOL	ETF	$425	0.0%	3,575 SH	New
ISHARES TR CORE INTL AGGR	ETF	$7K	0.4%	135,723 SH	New
ISHARES TR CORE MSCI EAFE	ETF	$494	0.0%	5,521 SH	New
ISHARES TR CORE S&P MCP ETF	ETF	$1K	0.1%	15,950 SH	New
ISHARES TR CORE S&P SCP ETF	ETF	$491	0.0%	4,088 SH	New
ISHARES TR CORE S&P TTL STK	ETF	$388	0.0%	2,611 SH	New
ISHARES TR CORE S&P500 ETF	ETF	$4K	0.2%	5,226 SH	New
ISHARES TR CORE UNIVRSL USD	ETF	$776	0.1%	16,680 SH	New
ISHARES TR ESG AW MSCI EAFE	ETF	$443	0.0%	4,664 SH	New
ISHARES TR ISHARES BIOTECH	CS	$12K	0.8%	73,900 SH	New
ISHARES TR MSCI EAFE ETF	ETF	$3K	0.2%	30,501 SH	New
ISHARES TR MSCI EAFE MIN VL	ETF	$557	0.0%	6,454 SH	New
ISHARES TR MSCI EMG MKT ETF	ETF	$921	0.1%	16,836 SH	New
ISHARES TR RUS 1000 GRW ETF	ETF	$2K	0.1%	3,278 SH	New
ISHARES TR RUS 1000 VAL ETF	ETF	$345	0.0%	1,639 SH	New
ISHARES TR RUS 2000 GRW ETF	ETF	$1K	0.1%	4,639 SH	New
ISHARES TR RUS 2000 VAL ETF	ETF	$481	0.0%	2,654 SH	New
ISHARES TR RUS MD CP GR ETF	ETF	$914	0.1%	6,672 SH	New
ISHARES TR RUS MDCP VAL ETF	ETF	$417	0.0%	2,956 SH	New
ISHARES TR RUS MID CAP ETF	ETF	$2K	0.1%	22,150 SH	New
ISHARES TR RUSSELL 2000 ETF	ETF	$5K	0.3%	18,300 SH	New
ISHARES TR S&P 500 VAL ETF	ETF	$305	0.0%	1,440 SH	New
ISHARES TR SELECT DIVID ETF	ETF	$873	0.1%	6,184 SH	New
ISHARES TR U.S. ENERGY ETF	ETF	$289	0.0%	6,089 SH	New
J P MORGAN EXCHANGE TRADED FD	ETF	$65K	4.3%	1,149,599 SH	New
JOHNSON & JOHNSON COM	CS	$10K	0.6%	47,188 SH	New
JPMORGAN CHASE & CO. COM	CS	$41K	2.7%	127,112 SH	New
KRATOS DEFENSE & SECURITY SOLU	CS	$11K	0.7%Prev: 0.8%	148,287 SH	Decreased+11,424 SH
LOCKHEED MARTIN CORP COM	CS	$3K	0.2%	6,416 SH	New
LOWES COS INC COM	CS	$232	0.0%	964 SH	New
LVMH MOET HENNESSY LOU VUITTON	CS	$6K	0.4%	37,673 SH	New
MCDONALDS CORP COM	CS	$5K	0.4%	17,670 SH	New
MEDTRONIC PLC SHS	CS	$3K	0.2%	32,200 SH	New
MERCK & CO INC COM	CS	$768	0.1%	7,296 SH	New
META PLATFORMS INC CL A	CS	$22K	1.5%	33,489 SH	New
MICRON TECHNOLOGY INC COM	CS	$34K	2.2%	117,704 SH	New
MICROSOFT CORP COM	CS	$57K	3.7%	117,451 SH	New
MID-AMER APT CMNTYS INC COM	CS	$1K	0.1%	7,331 SH	New
MONDELEZ INTL INC CL A	CS	$551	0.0%	10,237 SH	New
MONGODB INC CL A	CS	$299	0.0%	712 SH	New
MONSTER BEVERAGE CORP NEW COM	CS	$9K	0.6%	121,703 SH	New
MORGAN STANLEY COM NEW	CS	$27K	1.8%	151,496 SH	New
NETFLIX INC COM	CS	$16K	1.1%	170,594 SH	New
NEXTERA ENERGY INC COM	CS	$321	0.0%	4,004 SH	New
NIKE INC CL B	CS	$2K	0.1%	32,944 SH	New
NINTENDO LTD UNSPON ADS	CS	$2K	0.1%	127,454 SH	New
NORTHERN TR CORP COM	CS	$210	0.0%	1,540 SH	New
NORTHROP GRUMMAN CORP COM	CS	$3K	0.2%	5,376 SH	New
NUCOR CORP COM	CS	$309	0.0%	1,897 SH	New
NVENT ELECTRIC PLC SHS	CS	$216	0.0%	2,120 SH	New
NVIDIA CORPORATION COM	CS	$16K	1.1%	87,714 SH	New
ORACLE CORP COM	CS	$1K	0.1%	6,141 SH	New
OREILLY AUTOMOTIVE INC COM	CS	$384	0.0%	4,209 SH	New
PALO ALTO NETWORKS INC COM	CS	$7K	0.4%	36,118 SH	New
PEPSICO INC COM	CS	$7K	0.4%	47,207 SH	New
PFIZER INC COM	CS	$209	0.0%	8,376 SH	New
PROCTER AND GAMBLE CO COM	CS	$9K	0.6%	61,222 SH	New
PROFESIONALLY MANAGED PORTFOLI	ETF	$344	0.0%	5,251 SH	New
PROGRESSIVE CORP COM	CS	$455	0.0%	1,997 SH	New
PROSHARES TR SP500 EX ENRGY	ETF	$245	0.0%	3,321 SH	New
QNITY ELECTRONICS INC COMMON S	CS	$309	0.0%	3,780 SH	New
QUEST DIAGNOSTICS INC COM	CS	$4K	0.2%	20,982 SH	New
QXO INC COM NEW	CS	$12K	0.8%	613,911 SH	New
REPUBLIC SVCS INC COM	CS	$9K	0.6%	43,269 SH	New
RLI CORP COM	CS	$218	0.0%	3,415 SH	New
ROLLINS INC COM	CS	$3K	0.2%	55,906 SH	New
ROPER TECHNOLOGIES INC COM	CS	$9K	0.6%	21,337 SH	New
RTX CORPORATION COM	CS	$863	0.1%	4,705 SH	New
SALESFORCE INC COM	CS	$539	0.0%	2,036 SH	New
SCHWAB STRATEGIC TR EMRG MKTEQ	ETF	$389	0.0%	11,884 SH	New
SCHWAB STRATEGIC TR FUNDAMENTA	ETF	$2K	0.1%	63,014 SH	New
SCHWAB STRATEGIC TR INTL EQTY	ETF	$21K	1.4%	860,686 SH	New
SCHWAB STRATEGIC TR US BRD MKT	ETF	$421	0.0%	16,043 SH	New
SCHWAB STRATEGIC TR US DIVIDEN	ETF	$626	0.0%	22,828 SH	New
SCHWAB STRATEGIC TR US LCAP GR	ETF	$2K	0.1%	69,026 SH	New
SCHWAB STRATEGIC TR US LCAP VA	ETF	$208	0.0%	7,031 SH	New
SCHWAB STRATEGIC TR US LRG CAP	ETF	$50K	3.3%	1,846,376 SH	New
SCHWAB STRATEGIC TR US MID-CAP	ETF	$236	0.0%	7,844 SH	New
SCHWAB STRATEGIC TR US REIT ET	ETF	$5K	0.3%	223,625 SH	New
SCHWAB STRATEGIC TR US SML CAP	ETF	$12K	0.8%	438,247 SH	New
SELECT SECTOR SPDR TR ENERGY	CS	$24K	1.6%	543,535 SH	New
SELECT SECTOR SPDR TR SBI INT-	CS	$6K	0.4%	129,508 SH	New
SELECT SECTOR SPDR TR STATE ST	CS	$7K	0.5%	75,235 SH	New
SERVICENOW INC COM	CS	$8K	0.5%	53,889 SH	New
SHELL PLC SPON ADS	CS	$227	0.0%	3,086 SH	New
SHERWIN WILLIAMS CO COM	CS	$11K	0.7%	34,484 SH	New
SILVERCREST ASSET MGMT GROUP I	CS	$481	0.0%	31,650 SH	New
SOLVENTUM CORP COM SHS	CS	$7K	0.5%	88,446 SH	New
SOUTHERN CO COM	CS	$294	0.0%	3,375 SH	New
SPDR DOW JONES INDL AVERAGE ET	ETF	$619	0.0%	1,289 SH	New
SPDR GOLD TR GOLD SHS	ETF	$2K	0.1%	4,141 SH	New
SPDR INDEX SHS FDS MSCI EMRG M	ETF	$785	0.1%	11,874 SH	New
SPDR S&P 500 ETF TR TR UNIT	ETF	$14K	0.9%	20,503 SH	New
SPDR S&P MIDCAP 400 ETF TR UTS	ETF	$784	0.1%	1,300 SH	New
SPDR SERIES TRUST STATE STREET	CS	$1K	0.1%	8,534 SH	New
SPDR SERIES TRUST STATE STREET	ETF	$38K	2.5%	1,268,210 SH	New
SPOTIFY TECHNOLOGY SA	CS	$8K	0.5%Prev: 0.7%	14,353 SH	Decreased+281 SH
STARBUCKS CORP COM	CS	$477	0.0%	5,661 SH	New
STRYKER CORPORATION COM	CS	$11K	0.7%	30,507 SH	New
SYSCO CORP COM	CS	$2K	0.1%	29,438 SH	New
T-MOBILE US INC COM	CS	$405	0.0%	1,996 SH	New
TE CONNECTIVITY PLC ORD SHS	CS	$3K	0.2%	15,132 SH	New
TESLA INC COM	CS	$386	0.0%	858 SH	New
TEXAS INSTRS INC COM	CS	$759	0.0%	4,377 SH	New
THE CIGNA GROUP COM	CS	$438	0.0%	1,592 SH	New
THERMO FISHER SCIENTIFIC INC C	CS	$9K	0.6%	14,898 SH	New
TJX COS INC NEW COM	CS	$7K	0.5%	45,815 SH	New
TRANE TECHNOLOGIES PLC SHS	CS	$683	0.0%	1,756 SH	New
TRAVELERS COMPANIES INC COM	CS	$611	0.0%	2,107 SH	New
UBER TECHNOLOGIES INC	CS	$205	0.0%	2,510 SH	New
UNION PAC CORP COM	CS	$711	0.0%	3,075 SH	New
UNITEDHEALTH GROUP INC COM	CS	$14K	0.9%	42,857 SH	New
VALERO ENERGY CORP COM	CS	$514	0.0%	3,159 SH	New
VANGUARD INDEX FDS GROWTH ETF	ETF	$439	0.0%	899 SH	New
VANGUARD INDEX FDS LARGE CAP E	ETF	$1K	0.1%	4,639 SH	New
VANGUARD INDEX FDS MID CAP ETF	ETF	$2K	0.1%	5,441 SH	New
VANGUARD INDEX FDS S&P 500 ETF	ETF	$825	0.1%	1,316 SH	New
VANGUARD INDEX FDS SM CP VAL E	ETF	$337	0.0%	1,591 SH	New
VANGUARD INDEX FDS SMALL CP ET	ETF	$545	0.0%	2,112 SH	New
VANGUARD INDEX FDS TOTAL STK M	ETF	$1K	0.1%	4,062 SH	New
VANGUARD INDEX FDS VALUE ETF	ETF	$374	0.0%	1,958 SH	New
VANGUARD INTL EQUITY INDEX FDS	ETF	$3K	0.2%	48,955 SH	New
VANGUARD SPECIALIZED FUNDS DIV	ETF	$915	0.1%	4,165 SH	New
VANGUARD TAX-MANAGED FDS VAN F	ETF	$3K	0.2%	40,550 SH	New
VANGUARD WHITEHALL FDS HIGH DI	ETF	$334	0.0%	2,330 SH	New
VANGUARD WORLD FD COMM SRVC ET	ETF	$210	0.0%	1,087 SH	New
VANGUARD WORLD FD ESG INTL STK	ETF	$209	0.0%	2,925 SH	New
VANGUARD WORLD FD ESG US STK E	ETF	$612	0.0%	5,057 SH	New
VANGUARD WORLD FD HEALTH CAR E	ETF	$299	0.0%	1,040 SH	New
VANGUARD WORLD FD INF TECH ETF	ETF	$1K	0.1%	1,495 SH	New
VERISIGN INC COM	CS	$1K	0.1%	4,424 SH	New
VERISK ANALYTICS INC COM	CS	$11K	0.7%	47,222 SH	New
VERIZON COMMUNICATIONS INC COM	CS	$437	0.0%	10,730 SH	New
VERTEX PHARMACEUTICALS INC	CS	$820	0.1%Prev: 0.0%	1,808 SH	Increased
VISA INC COM CL A	CS	$28K	1.9%	80,275 SH	New
VULCAN MATLS CO COM	CS	$10K	0.7%	36,273 SH	New
WABTEC COM	CS	$782	0.1%	3,662 SH	New
WALMART INC COM	CS	$7K	0.5%	64,257 SH	New
WASTE CONNECTIONS INC COM	CS	$9K	0.6%	51,880 SH	New
WASTE MGMT INC DEL COM	CS	$560	0.0%	2,548 SH	New
WATSCO INC COM	CS	$2K	0.1%	6,124 SH	New
WEC ENERGY GROUP INC COM	CS	$401	0.0%	3,806 SH	New
WELLS FARGO CO NEW COM	CS	$996	0.1%	10,692 SH	New
WELLTOWER INC COM	CS	$17K	1.1%	92,966 SH	New
WISDOMTREE TR US MIDCAP DIVID	ETF	$242	0.0%Prev: 0.0%	4,689 SH	Decreased
WORLD GOLD TR SPDR GLD MINIS	ETF	$649	0.0%	7,601 SH	New
YUM BRANDS INC COM	CS	$542	0.0%	3,586 SH	New
YUM CHINA HLDGS INC COM	CS	$230	0.0%	4,810 SH	New
ZOETIS INC CL A	CS	$2K	0.1%	15,037 SH	New

Sold (vs prior filing)

3M CO — $688
ABBOTT LABORATORIES — $2K
ABBVIE INC — $9K
ACCENTURE PLC — $505
ADOBE INC — $1K
AFLAC INC — $543
AIR PRODUCTS AND CHEMICALS INC — $3K
ALPHABET INC — $47K
AMAZON.COM INC — $40K
AMGEN INC — $2K
AMPHENOL CORP — $1K
AMPLIFY CYBERSECURITY ETF — $4K
APPLE INC — $89K
ARCHER-DANIELS-MIDLAND CO — $567
ARTHUR J GALLAGHER & CO — $15K
AT&T INC — $535
AUTODESK INC — $8K
BANK OF AMERICA CORP — $2K
BLACKSTONE INC — $17K
BOEING CO/THE — $349
… and 220 more

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Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 9, 2026	Q4 2025	13F-HR	0001193125-26-008702	$1.5M	View
Nov 5, 2025	Q3 2025	13F-HR	0001193125-25-266475	$1.5M	View
Jul 21, 2026	Q2 2026