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: $1.4M247 positionsView on SEC.gov

			% of Portfolio
3M CO	CS	$709	0.1%	4,656 SH	New
ABBOTT LABORATORIES	CS	$2K	0.1%	14,087 SH	New
ABBVIE INC	CS	$7K	0.5%	39,742 SH	New
ACCENTURE PLC	CS	$643	0.0%	2,151 SH	New
ADOBE INC	CS	$1K	0.1%	3,524 SH	New
AFLAC INC	CS	$513	0.0%	4,863 SH	New
AIR PRODUCTS AND CHEMICALS INC	CS	$3K	0.2%	9,715 SH	New
ALPHABET INC	CS	$37K	2.6%	206,197 SH	New
AMAZON.COM INC	CS	$40K	2.8%	180,847 SH	New
AMERICAN TOWER CORP	CS	$5K	0.3%Prev: 0.2%	21,647 SH	Increased+1,826 SH
AMGEN INC	CS	$2K	0.1%	6,171 SH	New
AMPHENOL CORP	CS	$1K	0.1%	12,470 SH	New
AMPLIFY CYBERSECURITY ETF	CS	$4K	0.3%	46,680 SH	New
APPLE INC	CS	$72K	5.1%	349,357 SH	New
ARCHER-DANIELS-MIDLAND CO	CS	$501	0.0%	9,497 SH	New
ARTHUR J GALLAGHER & CO	CS	$15K	1.1%	48,290 SH	New
AT&T INC	CS	$512	0.0%	17,694 SH	New
AUTODESK INC	CS	$8K	0.5%	25,038 SH	New
AUTOMATIC DATA PROCESSING INC	CS	$2K	0.2%Prev: 0.1%	7,949 SH	Increased+102 SH
BANK OF AMERICA CORP	CS	$2K	0.1%	41,229 SH	New
BERKSHIRE HATHAWAY INC	CS	$16K	1.2%Prev: 1.1%	32,455 SH	Increased+307 SH
BLACKSTONE INC	CS	$15K	1.0%	97,463 SH	New
BOEING CO/THE	CS	$328	0.0%	1,564 SH	New
BOOKING HOLDINGS INC	CS	$13K	0.9%	2,178 SH	New
BOSTON SCIENTIFIC CORP	CS	$219	0.0%	2,040 SH	New
BROADCOM INC	CS	$37K	2.6%	135,361 SH	New
BROADRIDGE FINANCIAL SOLUTIONS	CS	$3K	0.2%	12,645 SH	New
BROADSTONE NET LEASE INC	CS	$587	0.0%	36,577 SH	New
CAPITAL ONE FINANCIAL CORP	CS	$4K	0.3%	17,212 SH	New
CATERPILLAR INC	CS	$655	0.0%	1,687 SH	New
CHEVRON CORP	CS	$396	0.0%	2,769 SH	New
CHIPOTLE MEXICAN GRILL INC	CS	$12K	0.8%	206,791 SH	New
CHUBB LTD	CS	$763	0.1%	2,634 SH	New
CHURCH & DWIGHT CO INC	CS	$353	0.0%	3,672 SH	New
CIGNA GROUP/THE	CS	$516	0.0%	1,560 SH	New
CINTAS CORP	CS	$3K	0.2%	15,462 SH	New
CISCO SYSTEMS INC	CS	$1K	0.1%	20,880 SH	New
CLIFTON MINING CO	CS	$1	0.0%	25,000 SH	New
CME GROUP INC	CS	$4K	0.3%	16,032 SH	New
COCA-COLA CO/THE	CS	$1K	0.1%	15,434 SH	New
COLGATE-PALMOLIVE CO	CS	$389	0.0%	4,281 SH	New
COMCAST CORP	CS	$1K	0.1%	33,832 SH	New
COMMUNICATION SERVICES SELECT	CS	$1K	0.1%	12,066 SH	New
CONSTELLATION SOFTWARE INC/CAN	CS	$9K	0.6%	2,473 SH	New
CONSUMER STAPLES SELECT SECTOR	CS	$545	0.0%	6,725 SH	New
CORNING INC	CS	$2K	0.2%	43,909 SH	New
COSTCO WHOLESALE CORP	CS	$10K	0.7%	10,438 SH	New
CRH PLC	CS	$3K	0.2%	36,521 SH	New
CSX CORP	CS	$595	0.0%	18,226 SH	New
CURTISS-WRIGHT CORP	CS	$11K	0.8%	22,743 SH	New
DANAHER CORP	CS	$11K	0.8%	56,755 SH	New
DARDEN RESTAURANTS INC	CS	$433	0.0%Prev: 0.0%	1,986 SH	Increased+510 SH
DEERE & CO	CS	$471	0.0%	926 SH	New
DUPONT DE NEMOURS INC	CS	$2K	0.1%	26,192 SH	New
ELI LILLY & CO	CS	$4K	0.3%	4,625 SH	New
ENERGY SELECT SECTOR SPDR FUND	CS	$23K	1.6%	272,588 SH	New
EOG RESOURCES INC	CS	$397	0.0%	3,320 SH	New
EQUINIX INC	CS	$2K	0.2%	2,669 SH	New
EVERCORE INC	CS	$8K	0.6%	30,380 SH	New
EXXON MOBIL CORP	CS	$3K	0.2%	31,334 SH	New
FIDELITY WISE ORIGIN BITCOIN F	ETF	$303	0.0%Prev: 0.0%	3,227 SH	Increased-1,642 SH
FINANCIAL SELECT SECTOR SPDR F	CS	$1K	0.1%	24,172 SH	New
FIRST TRUST NASDAQ CLEAN EDGE	ETF	$273	0.0%	8,365 SH	New
FIRST TRUST NASDAQ CYBERSECURI	CS	$12K	0.9%	163,057 SH	New
FIRST TRUST NORTH AMERICAN ENE	ETF	$5K	0.3%	125,720 SH	New
FIRST TRUST PREFERRED SECURITI	ETF	$242	0.0%	13,607 SH	New
FIRST TRUST US EQUITY OPPORTUN	ETF	$249	0.0%	1,716 SH	New
FORD MOTOR CO	CS	$294	0.0%	27,135 SH	New
FORTIVE CORP	CS	$239	0.0%	4,584 SH	New
GE VERNOVA INC	CS	$25K	1.8%	47,967 SH	New
GENERAL ELECTRIC CO	CS	$1K	0.1%	4,195 SH	New
GENERAL MILLS INC	CS	$324	0.0%	6,246 SH	New
GLOBAL X US PREFERRED ETF	ETF	$4K	0.3%	214,421 SH	New
GLOBAL X VIDEO GAMES & ESPORTS	CS	$471	0.0%	14,402 SH	New
GOLDMAN SACHS ACTIVEBETA INTER	ETF	$17K	1.2%	434,855 SH	New
GOLDMAN SACHS ACTIVEBETA U.S.	ETF	$52K	3.7%	429,334 SH	New
GOLDMAN SACHS GROUP INC/THE	CS	$4K	0.3%	5,448 SH	New
GOLDMAN SACHS JUST US LARGE CA	ETF	$435	0.0%	4,953 SH	New
GRANITESHARES BLOOMBERG COMMOD	ETF	$4K	0.3%	171,902 SH	New
HERSHEY CO/THE	CS	$4K	0.3%	22,969 SH	New
HOME DEPOT INC/THE	CS	$23K	1.7%	63,979 SH	New
HONEYWELL INTERNATIONAL INC	CS	$470	0.0%	2,018 SH	New
ILLINOIS TOOL WORKS INC	CS	$437	0.0%	1,768 SH	New
INTEL CORP	CS	$402	0.0%	17,944 SH	New
INTERCONTINENTAL EXCHANGE INC	CS	$18K	1.3%Prev: 1.1%	96,884 SH	Increased-2,723 SH
INTERNATIONAL BUSINESS MACHINE	CS	$966	0.1%	3,277 SH	New
INTUIT INC	CS	$17K	1.2%	22,080 SH	New
INVESCO QQQ TRUST SERIES 1	ETF	$1K	0.1%	2,320 SH	New
INVESCO RAFI US 1000 ETF	ETF	$205	0.0%	4,861 SH	New
INVESCO S&P 500 EQUAL WEIGHT E	ETF	$280	0.0%	1,540 SH	New
INVESCO S&P 500 LOW VOLATILITY	ETF	$208	0.0%	2,863 SH	New
INVESCO SENIOR LOAN ETF	ETF	$3K	0.2%	145,866 SH	New
ISHARES BIOTECHNOLOGY ETF	CS	$9K	0.7%	73,894 SH	New
ISHARES CORE INTERNATIONAL AGG	ETF	$6K	0.5%	126,629 SH	New
ISHARES CORE MSCI EAFE ETF	ETF	$512	0.0%	6,133 SH	New
ISHARES CORE MSCI EMERGING MAR	ETF	$16K	1.1%	263,714 SH	New
ISHARES CORE S&P 500 ETF	ETF	$3K	0.2%	5,402 SH	New
ISHARES CORE S&P MID-CAP ETF	ETF	$1K	0.1%	16,160 SH	New
ISHARES CORE S&P SMALL-CAP ETF	ETF	$456	0.0%	4,169 SH	New
ISHARES CORE S&P TOTAL U.S. ST	ETF	$374	0.0%	2,771 SH	New
ISHARES CORE TOTAL USD BOND MA	ETF	$1K	0.1%	24,320 SH	New
ISHARES CORE U.S. AGGREGATE BO	ETF	$228	0.0%	2,303 SH	New
ISHARES ESG AWARE MSCI EAFE ET	ETF	$398	0.0%	4,456 SH	New
ISHARES GOLD TRUST	ETF	$665	0.0%Prev: 0.1%	10,670 SH	Decreased+278 SH
ISHARES MSCI EAFE ETF	ETF	$3K	0.2%	31,546 SH	New
ISHARES MSCI EAFE MIN VOL FACT	ETF	$558	0.0%	6,635 SH	New
ISHARES MSCI EMERGING MARKETS	ETF	$1K	0.1%	22,933 SH	New
ISHARES MSCI GLOBAL MIN VOL FA	ETF	$424	0.0%	3,575 SH	New
ISHARES MSCI USA MIN VOL FACTO	ETF	$200	0.0%	2,134 SH	New
ISHARES RUSSELL 1000 GROWTH ET	ETF	$1K	0.1%	3,113 SH	New
ISHARES RUSSELL 2000 ETF	ETF	$4K	0.3%	18,905 SH	New
ISHARES RUSSELL 2000 GROWTH ET	ETF	$1K	0.1%	4,416 SH	New
ISHARES RUSSELL 2000 VALUE ETF	ETF	$409	0.0%	2,590 SH	New
ISHARES RUSSELL MID-CAP ETF	ETF	$2K	0.1%	22,782 SH	New
ISHARES RUSSELL MID-CAP GROWTH	ETF	$863	0.1%	6,226 SH	New
ISHARES RUSSELL MID-CAP VALUE	ETF	$323	0.0%	2,447 SH	New
ISHARES S&P 500 VALUE ETF	ETF	$428	0.0%	2,190 SH	New
ISHARES SELECT DIVIDEND ETF	ETF	$821	0.1%	6,184 SH	New
ISHARES U.S. ENERGY ETF	ETF	$296	0.0%	6,539 SH	New
JOHNSON & JOHNSON	CS	$7K	0.5%	46,980 SH	New
JPMORGAN CHASE & CO	CS	$37K	2.6%	129,067 SH	New
JPMORGAN DIVERSIFIED RETURN US	ETF	$17K	1.2%	270,620 SH	New
JPMORGAN EQUITY PREMIUM INCOME	ETF	$15K	1.0%	260,440 SH	New
JPMORGAN NASDAQ EQUITY PREMIUM	ETF	$329	0.0%	6,040 SH	New
JPMORGAN ULTRA-SHORT INCOME ET	ETF	$23K	1.7%	460,530 SH	New
JPMORGAN ULTRA-SHORT MUNICIPAL	ETF	$6K	0.4%	113,012 SH	New
LOCKHEED MARTIN CORP	CS	$7K	0.5%	15,570 SH	New
LOWE'S COS INC	CS	$713	0.1%	3,214 SH	New
LVMH MOET HENNESSY LOUIS VUITT	CS	$4K	0.3%	41,793 SH	New
MARSH & MCLENNAN COS INC	CS	$213	0.0%	975 SH	New
MARVELL TECHNOLOGY INC	CS	$10K	0.7%Prev: 0.0%	133,186 SH	Increased+131,153 SH
MATERIALS SELECT SECTOR SPDR F	CS	$209	0.0%	2,377 SH	New
MCDONALD'S CORP	CS	$5K	0.4%	17,696 SH	New
MEDTRONIC PLC	CS	$3K	0.2%	32,802 SH	New
MERCK & CO INC	CS	$623	0.0%	7,869 SH	New
META PLATFORMS INC	CS	$24K	1.7%	32,606 SH	New
MICRON TECHNOLOGY INC	CS	$17K	1.2%	138,009 SH	New
MICROSOFT CORP	CS	$59K	4.2%	118,307 SH	New
MONDELEZ INTERNATIONAL INC	CS	$730	0.1%	10,827 SH	New
MONSTER BEVERAGE CORP	CS	$8K	0.5%	120,265 SH	New
MORGAN STANLEY	CS	$22K	1.5%	154,906 SH	New
NETFLIX INC	CS	$23K	1.6%	16,926 SH	New
NIKE INC	CS	$1K	0.1%	16,195 SH	New
NINTENDO CO LTD	CS	$3K	0.2%	126,442 SH	New
NORTHERN TRUST CORP	CS	$205	0.0%	1,615 SH	New
NORTHROP GRUMMAN CORP	CS	$11K	0.8%	21,391 SH	New
NUCOR CORP	CS	$238	0.0%	1,835 SH	New
NVIDIA CORP	CS	$13K	1.0%	85,267 SH	New
NXP SEMICONDUCTORS NV	CS	$206	0.0%	943 SH	New
O'REILLY AUTOMOTIVE INC	CS	$373	0.0%	4,134 SH	New
ORACLE CORP	CS	$1K	0.1%	4,656 SH	New
PALO ALTO NETWORKS INC	CS	$8K	0.6%	38,218 SH	New
PEPSICO INC	CS	$6K	0.5%	48,518 SH	New
PFIZER INC	CS	$205	0.0%	8,468 SH	New
PROCTER & GAMBLE CO/THE	CS	$10K	0.7%	63,704 SH	New
PROSHARES TRUST S&P 500 EX-ENE	ETF	$242	0.0%	3,621 SH	New
QUEST DIAGNOSTICS INC	CS	$3K	0.2%	19,146 SH	New
REPUBLIC SERVICES INC	CS	$11K	0.8%	43,406 SH	New
RLI CORP	CS	$341	0.0%	4,715 SH	New
ROLLINS INC	CS	$3K	0.2%	54,168 SH	New
ROPER TECHNOLOGIES INC	CS	$13K	0.9%	22,655 SH	New
RTX CORP	CS	$609	0.0%	4,172 SH	New
SALESFORCE INC	CS	$642	0.0%	2,355 SH	New
SCHWAB EMERGING MARKETS EQUITY	ETF	$361	0.0%	11,966 SH	New
SCHWAB FUNDAMENTAL EMERGING MA	ETF	$239	0.0%	7,252 SH	New
SCHWAB FUNDAMENTAL INTERNATION	ETF	$594	0.0%	14,836 SH	New
SCHWAB FUNDAMENTAL U.S. LARGE	ETF	$772	0.1%	31,450 SH	New
SCHWAB FUNDAMENTAL U.S. SMALL	ETF	$343	0.0%	11,968 SH	New
SCHWAB INTERNATIONAL EQUITY ET	ETF	$19K	1.3%	858,567 SH	New
SCHWAB U.S. LARGE-CAP GROWTH E	ETF	$2K	0.2%	73,831 SH	New
SCHWAB U.S. MID-CAP ETF	ETF	$387	0.0%	13,784 SH	New
SCHWAB U.S. REIT ETF	ETF	$4K	0.3%	207,261 SH	New
SCHWAB US BROAD MARKET ETF	ETF	$371	0.0%	15,549 SH	New
SCHWAB US DIVIDEND EQUITY ETF	ETF	$644	0.0%	24,319 SH	New
SCHWAB US LARGE-CAP ETF	ETF	$46K	3.2%	1,864,340 SH	New
SCHWAB US SMALL-CAP ETF	ETF	$11K	0.8%	441,378 SH	New
SERVICENOW INC	CS	$12K	0.8%	11,321 SH	New
SHELL PLC	CS	$213	0.0%	3,024 SH	New
SHERWIN-WILLIAMS CO/THE	CS	$12K	0.8%	34,439 SH	New
SILVERCREST ASSET MANAGEMENT G	CS	$502	0.0%	31,650 SH	New
SOUTHERN CO/THE	CS	$314	0.0%	3,423 SH	New
SPARTANNASH CO	CS	$212	0.0%	8,000 SH	New
SPDR BLOOMBERG INVESTMENT GRAD	ETF	$14K	1.0%	441,986 SH	New
SPDR DOW JONES INDUSTRIAL AVER	ETF	$568	0.0%	1,289 SH	New
SPDR GOLD MINISHARES TRUST	ETF	$355	0.0%	5,420 SH	New
SPDR GOLD SHARES	ETF	$1K	0.1%	3,384 SH	New
SPDR MSCI EMERGING MARKETS STR	ETF	$847	0.1%	13,437 SH	New
SPDR PORTFOLIO AGGREGATE BOND	ETF	$8K	0.6%	304,336 SH	New
SPDR PORTFOLIO HIGH YIELD BOND	ETF	$3K	0.2%	126,845 SH	New
SPDR PORTFOLIO INTERMEDIATE TE	ETF	$9K	0.7%	281,200 SH	New
SPDR S&P 400 MID CAP VALUE ETF	ETF	$202	0.0%	2,538 SH	New
SPDR S&P 500 ETF TRUST	ETF	$13K	0.9%	21,169 SH	New
SPDR S&P DIVIDEND ETF	ETF	$811	0.1%	5,975 SH	New
SPDR S&P MIDCAP 400 ETF TRUST	ETF	$816	0.1%	1,440 SH	New
SPDR S&P OIL & GAS EXPLORATION	CS	$1K	0.1%	9,553 SH	New
SPOTIFY TECHNOLOGY SA	CS	$10K	0.7%Prev: 0.5%	12,924 SH	Increased-1,306 SH
STARBUCKS CORP	CS	$416	0.0%	4,544 SH	New
STRYKER CORP	CS	$12K	0.8%	29,509 SH	New
SYSCO CORP	CS	$2K	0.2%	29,476 SH	New
T-MOBILE US INC	CS	$220	0.0%	922 SH	New
TE CONNECTIVITY PLC	CS	$3K	0.2%	16,215 SH	New
TECHNOLOGY SELECT SECTOR SPDR	CS	$3K	0.2%	12,176 SH	New
TESLA INC	CS	$232	0.0%	731 SH	New
TEXAS INSTRUMENTS INC	CS	$776	0.1%	3,737 SH	New
THERMO FISHER SCIENTIFIC INC	CS	$14K	1.0%	34,512 SH	New
TJX COS INC/THE	CS	$6K	0.4%	48,347 SH	New
TRANE TECHNOLOGIES PLC	CS	$791	0.1%	1,809 SH	New
TRAVELERS COS INC/THE	CS	$450	0.0%	1,682 SH	New
UNION PACIFIC CORP	CS	$681	0.0%	2,961 SH	New
UNITEDHEALTH GROUP INC	CS	$16K	1.1%	50,378 SH	New
UTILITIES SELECT SECTOR SPDR F	CS	$5K	0.3%	58,493 SH	New
VALERO ENERGY CORP	CS	$436	0.0%	3,244 SH	New
VANGUARD DIVIDEND APPRECIATION	ETF	$676	0.0%	3,303 SH	New
VANGUARD ESG US STOCK ETF	ETF	$497	0.0%	4,530 SH	New
VANGUARD FTSE ALL WORLD EX-US	ETF	$587	0.0%	4,370 SH	New
VANGUARD FTSE ALL-WORLD EX-US	ETF	$1K	0.1%	20,850 SH	New
VANGUARD FTSE DEVELOPED MARKET	ETF	$2K	0.2%	39,164 SH	New
VANGUARD FTSE EMERGING MARKETS	ETF	$1K	0.1%	27,516 SH	New
VANGUARD GROWTH ETF	ETF	$580	0.0%	1,324 SH	New
VANGUARD HEALTH CARE ETF	ETF	$335	0.0%	1,350 SH	New
VANGUARD HIGH DIVIDEND YIELD E	ETF	$311	0.0%	2,330 SH	New
VANGUARD INFORMATION TECHNOLOG	ETF	$1K	0.1%	2,095 SH	New
VANGUARD LARGE-CAP ETF	ETF	$1K	0.1%	4,615 SH	New
VANGUARD MID-CAP ETF	ETF	$2K	0.1%	6,201 SH	New
VANGUARD S&P 500 ETF	ETF	$742	0.1%	1,307 SH	New
VANGUARD SMALL-CAP ETF	ETF	$510	0.0%	2,151 SH	New
VANGUARD SMALL-CAP VALUE ETF	ETF	$305	0.0%	1,564 SH	New
VANGUARD TOTAL STOCK MARKET ET	ETF	$1K	0.1%	4,031 SH	New
VANGUARD VALUE ETF	ETF	$339	0.0%	1,920 SH	New
VERISIGN INC	CS	$1K	0.1%	4,460 SH	New
VERISK ANALYTICS INC	CS	$13K	0.9%	42,724 SH	New
VERIZON COMMUNICATIONS INC	CS	$401	0.0%	9,268 SH	New
VERTEX PHARMACEUTICALS INC	CS	$805	0.1%Prev: 0.1%	1,808 SH	Increased+19 SH
VISA INC	CS	$30K	2.1%	84,510 SH	New
VULCAN MATERIALS CO	CS	$10K	0.7%	36,422 SH	New
WALMART INC	CS	$6K	0.5%	65,824 SH	New
WALT DISNEY CO/THE	CS	$12K	0.8%	93,828 SH	New
WASTE CONNECTIONS INC	CS	$9K	0.7%	49,805 SH	New
WASTE MANAGEMENT INC	CS	$602	0.0%	2,632 SH	New
WATSCO INC	CS	$3K	0.2%	6,717 SH	New
WEC ENERGY GROUP INC	CS	$397	0.0%	3,806 SH	New
WELLS FARGO & CO	CS	$883	0.1%	11,018 SH	New
WELLTOWER INC	CS	$14K	1.0%	89,430 SH	New
WESTINGHOUSE AIR BRAKE TECHNOL	CS	$790	0.1%	3,772 SH	New
YUM CHINA HOLDINGS INC	CS	$236	0.0%	5,280 SH	New
YUM! BRANDS INC	CS	$577	0.0%	3,895 SH	New
ZOETIS INC	CS	$13K	0.9%	80,909 SH	New

Sold (vs prior filing)

3M CO COM — $603
ABBOTT LABS COM — $1K
ABBVIE INC COM — $8K
ACCENTURE PLC IRELAND SHS CLAS — $345
ADOBE INC COM — $585
AFLAC INC COM — $534
AIR PRODS & CHEMS INC COM — $3K
ALPHABET INC CAP STK CL A — $13K
ALPHABET INC CAP STK CL C — $39K
AMAZON COM INC COM — $37K
AMETEK INC COM — $207
AMGEN INC COM — $2K
AMPHENOL CORP NEW CL A — $1K
AMPLIFY ETF TR AMPLIFY CYBERSE — $3K
AON PLC SHS CL A — $208
APPLE INC COM — $85K
ARCHER DANIELS MIDLAND CO COM — $675
AT&T INC COM — $463
AUTODESK INC COM — $7K
BANK AMERICA CORP COM — $2K
… and 209 more

All filings

Open a filing on Jive Data

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