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: $1.5M252 positionsView on SEC.gov

			% of Portfolio
3M CO	CS	$688	0.0%	4,431 SH	New
ABBOTT LABORATORIES	CS	$2K	0.1%	13,757 SH	New
ABBVIE INC	CS	$9K	0.6%	38,451 SH	New
ACCENTURE PLC	CS	$505	0.0%	2,046 SH	New
ADOBE INC	CS	$1K	0.1%	3,461 SH	New
AFLAC INC	CS	$543	0.0%	4,863 SH	New
AIR PRODUCTS AND CHEMICALS INC	CS	$3K	0.2%Prev: 0.2%	9,866 SH	Decreased-422 SH
ALPHABET INC	CS	$47K	3.2%	194,223 SH	New
AMAZON.COM INC	CS	$40K	2.7%	180,826 SH	New
AMERICAN TOWER CORP	CS	$4K	0.3%	21,626 SH	New
AMGEN INC	CS	$2K	0.1%	5,377 SH	New
AMPHENOL CORP	CS	$1K	0.1%	11,913 SH	New
AMPLIFY CYBERSECURITY ETF	CS	$4K	0.3%	46,464 SH	New
APPLE INC	CS	$89K	5.9%	348,074 SH	New
ARCHER-DANIELS-MIDLAND CO	CS	$567	0.0%	9,497 SH	New
ARTHUR J GALLAGHER & CO	CS	$15K	1.0%	48,854 SH	New
AT&T INC	CS	$535	0.0%	18,936 SH	New
AUTODESK INC	CS	$8K	0.5%	24,668 SH	New
AUTOMATIC DATA PROCESSING INC	CS	$2K	0.2%Prev: 0.1%	7,909 SH	Increased+141 SH
BANK OF AMERICA CORP	CS	$2K	0.1%	40,971 SH	New
BERKSHIRE HATHAWAY INC	CS	$18K	1.2%Prev: 1.0%	33,625 SH	Increased+1,242 SH
BLACKSTONE INC	CS	$17K	1.1%	97,942 SH	New
BOEING CO/THE	CS	$349	0.0%	1,617 SH	New
BOOKING HOLDINGS INC	CS	$12K	0.8%	2,201 SH	New
BROADCOM INC	CS	$41K	2.8%	124,572 SH	New
BROADRIDGE FINANCIAL SOLUTIONS	CS	$3K	0.2%	11,983 SH	New
BROADSTONE NET LEASE INC	CS	$654	0.0%	36,577 SH	New
CADENCE DESIGN SYSTEMS INC	CS	$13K	0.9%Prev: 0.9%	37,710 SH	Decreased-1,669 SH
CAPITAL ONE FINANCIAL CORP	CS	$3K	0.2%	15,450 SH	New
CATERPILLAR INC	CS	$788	0.1%	1,652 SH	New
CHEVRON CORP	CS	$420	0.0%	2,706 SH	New
CHIPOTLE MEXICAN GRILL INC	CS	$8K	0.5%	208,963 SH	New
CHUBB LTD	CS	$553	0.0%	1,960 SH	New
CHURCH & DWIGHT CO INC	CS	$322	0.0%	3,672 SH	New
CIGNA GROUP/THE	CS	$459	0.0%	1,592 SH	New
CINTAS CORP	CS	$3K	0.2%	15,687 SH	New
CISCO SYSTEMS INC	CS	$1K	0.1%	21,120 SH	New
CLIFTON MINING CO	CS	$2	0.0%	25,000 SH	New
CME GROUP INC	CS	$4K	0.3%	16,379 SH	New
COCA-COLA CO/THE	CS	$929	0.1%	14,014 SH	New
COLGATE-PALMOLIVE CO	CS	$335	0.0%	4,196 SH	New
COMCAST CORP	CS	$1K	0.1%	35,153 SH	New
COMMUNICATION SERVICES SELECT	CS	$1K	0.1%	12,512 SH	New
CONSTELLATION SOFTWARE INC/CAN	CS	$7K	0.5%	2,616 SH	New
CONSUMER STAPLES SELECT SECTOR	CS	$473	0.0%	6,031 SH	New
CORNING INC	CS	$3K	0.2%	36,609 SH	New
COSTCO WHOLESALE CORP	CS	$10K	0.6%	10,341 SH	New
CRH PLC	CS	$4K	0.3%	35,336 SH	New
CSX CORP	CS	$647	0.0%	18,226 SH	New
CURTISS-WRIGHT CORP	CS	$12K	0.8%	22,907 SH	New
DANAHER CORP	CS	$11K	0.7%	56,045 SH	New
DARDEN RESTAURANTS INC	CS	$378	0.0%	1,986 SH	New
DEERE & CO	CS	$429	0.0%	939 SH	New
DUPONT DE NEMOURS INC	CS	$2K	0.1%	28,053 SH	New
ELI LILLY & CO	CS	$14K	0.9%	18,204 SH	New
ENERGY SELECT SECTOR SPDR FUND	CS	$24K	1.6%	270,307 SH	New
EOG RESOURCES INC	CS	$378	0.0%	3,369 SH	New
EQUINIX INC	CS	$2K	0.1%	2,605 SH	New
EVERCORE INC	CS	$10K	0.7%	30,638 SH	New
EXXON MOBIL CORP	CS	$4K	0.2%	31,385 SH	New
FIDELITY WISE ORIGIN BITCOIN F	ETF	$431	0.0%Prev: 0.0%	4,321 SH	Increased-1,040 SH
FINANCIAL SELECT SECTOR SPDR F	CS	$1K	0.1%	27,283 SH	New
FIRST TRUST NASDAQ CLEAN EDGE	ETF	$351	0.0%	8,365 SH	New
FIRST TRUST NASDAQ CYBERSECURI	CS	$12K	0.8%	163,119 SH	New
FIRST TRUST NORTH AMERICAN ENE	ETF	$5K	0.3%	127,450 SH	New
FIRST TRUST PREFERRED SECURITI	ETF	$3K	0.2%	161,244 SH	New
FIRST TRUST US EQUITY OPPORTUN	ETF	$285	0.0%	1,716 SH	New
FORD MOTOR CO	CS	$275	0.0%	22,996 SH	New
FORTIVE CORP	CS	$224	0.0%	4,580 SH	New
GE VERNOVA INC	CS	$27K	1.8%	44,019 SH	New
GENERAL ELECTRIC CO	CS	$1K	0.1%	3,969 SH	New
GENERAL MILLS INC	CS	$261	0.0%	5,181 SH	New
GLOBAL X US PREFERRED ETF	ETF	$2K	0.1%	85,176 SH	New
GLOBAL X VIDEO GAMES & ESPORTS	CS	$412	0.0%	12,157 SH	New
GOLDMAN SACHS ACTIVEBETA INTER	ETF	$18K	1.2%	440,747 SH	New
GOLDMAN SACHS ACTIVEBETA U.S.	ETF	$56K	3.8%	429,458 SH	New
GOLDMAN SACHS GROUP INC/THE	CS	$4K	0.3%	5,400 SH	New
GOLDMAN SACHS JUST US LARGE CA	ETF	$387	0.0%	4,128 SH	New
GRANITESHARES BLOOMBERG COMMOD	ETF	$4K	0.3%	173,315 SH	New
HERSHEY CO/THE	CS	$4K	0.3%	23,256 SH	New
HOME DEPOT INC/THE	CS	$26K	1.8%	64,694 SH	New
HONEYWELL INTERNATIONAL INC	CS	$434	0.0%	2,063 SH	New
HOULIHAN LOKEY INC	CS	$2K	0.1%	10,835 SH	New
ILLINOIS TOOL WORKS INC	CS	$440	0.0%	1,689 SH	New
INTEL CORP	CS	$585	0.0%	17,426 SH	New
INTERCONTINENTAL EXCHANGE INC	CS	$17K	1.1%Prev: 0.8%	99,151 SH	Increased-3,177 SH
INTERNATIONAL BUSINESS MACHINE	CS	$923	0.1%	3,270 SH	New
INTUIT INC	CS	$16K	1.1%	23,733 SH	New
INVESCO QQQ TRUST SERIES 1	ETF	$1K	0.1%	2,427 SH	New
INVESCO S&P 500 EQUAL WEIGHT E	ETF	$292	0.0%	1,540 SH	New
INVESCO S&P 500 LOW VOLATILITY	ETF	$210	0.0%	2,863 SH	New
INVESCO SENIOR LOAN ETF	ETF	$3K	0.2%	151,634 SH	New
ISHARES BIOTECHNOLOGY ETF	CS	$11K	0.7%	73,913 SH	New
ISHARES CORE INTERNATIONAL AGG	ETF	$7K	0.4%	130,267 SH	New
ISHARES CORE MSCI EAFE ETF	ETF	$486	0.0%	5,570 SH	New
ISHARES CORE MSCI EMERGING MAR	ETF	$18K	1.2%	268,662 SH	New
ISHARES CORE S&P 500 ETF	ETF	$3K	0.2%	5,216 SH	New
ISHARES CORE S&P MID-CAP ETF	ETF	$1K	0.1%	15,965 SH	New
ISHARES CORE S&P SMALL-CAP ETF	ETF	$495	0.0%	4,169 SH	New
ISHARES CORE S&P TOTAL U.S. ST	ETF	$388	0.0%	2,661 SH	New
ISHARES CORE TOTAL USD BOND MA	ETF	$916	0.1%	19,620 SH	New
ISHARES CORE U.S. AGGREGATE BO	ETF	$201	0.0%	2,005 SH	New
ISHARES ESG AWARE MSCI EAFE ET	ETF	$432	0.0%	4,649 SH	New
ISHARES GOLD TRUST	ETF	$767	0.1%Prev: 0.0%	10,542 SH	Increased+392 SH
ISHARES MSCI EAFE ETF	ETF	$3K	0.2%	31,583 SH	New
ISHARES MSCI EAFE MIN VOL FACT	ETF	$563	0.0%	6,635 SH	New
ISHARES MSCI EMERGING MARKETS	ETF	$1K	0.1%	22,883 SH	New
ISHARES MSCI GLOBAL MIN VOL FA	ETF	$429	0.0%	3,575 SH	New
ISHARES MSCI USA MIN VOL FACTO	ETF	$203	0.0%	2,134 SH	New
ISHARES RUSSELL 1000 GROWTH ET	ETF	$2K	0.1%	3,273 SH	New
ISHARES RUSSELL 1000 VALUE ETF	ETF	$334	0.0%	1,639 SH	New
ISHARES RUSSELL 2000 ETF	ETF	$4K	0.3%	18,532 SH	New
ISHARES RUSSELL 2000 GROWTH ET	ETF	$1K	0.1%	4,639 SH	New
ISHARES RUSSELL 2000 VALUE ETF	ETF	$520	0.0%	2,942 SH	New
ISHARES RUSSELL MID-CAP ETF	ETF	$2K	0.1%	22,780 SH	New
ISHARES RUSSELL MID-CAP GROWTH	ETF	$950	0.1%	6,672 SH	New
ISHARES RUSSELL MID-CAP VALUE	ETF	$415	0.0%	2,971 SH	New
ISHARES S&P 500 VALUE ETF	ETF	$452	0.0%	2,190 SH	New
ISHARES SELECT DIVIDEND ETF	ETF	$879	0.1%	6,184 SH	New
ISHARES U.S. ENERGY ETF	ETF	$354	0.0%	7,439 SH	New
JOHNSON & JOHNSON	CS	$9K	0.6%	47,009 SH	New
JPMORGAN CHASE & CO	CS	$40K	2.7%	128,354 SH	New
JPMORGAN DIVERSIFIED RETURN US	ETF	$19K	1.3%	274,935 SH	New
JPMORGAN EQUITY PREMIUM INCOME	ETF	$15K	1.0%	261,858 SH	New
JPMORGAN NASDAQ EQUITY PREMIUM	ETF	$347	0.0%	6,040 SH	New
JPMORGAN ULTRA-SHORT INCOME ET	ETF	$24K	1.6%	482,726 SH	New
JPMORGAN ULTRA-SHORT MUNICIPAL	ETF	$6K	0.4%	118,432 SH	New
KRATOS DEFENSE & SECURITY SOLU	CS	$13K	0.8%Prev: 0.5%	136,863 SH	Increased-12,226 SH
LOCKHEED MARTIN CORP	CS	$3K	0.2%	6,415 SH	New
LOWE'S COS INC	CS	$246	0.0%	980 SH	New
LVMH MOET HENNESSY LOUIS VUITT	CS	$5K	0.3%	39,599 SH	New
MARVELL TECHNOLOGY INC	CS	$270	0.0%	3,206 SH	New
MCDONALD'S CORP	CS	$5K	0.4%	17,593 SH	New
MEDTRONIC PLC	CS	$3K	0.2%	32,893 SH	New
MERCK & CO INC	CS	$630	0.0%	7,512 SH	New
META PLATFORMS INC	CS	$25K	1.7%	33,811 SH	New
MICRON TECHNOLOGY INC	CS	$22K	1.5%	130,767 SH	New
MICROSOFT CORP	CS	$61K	4.1%	117,333 SH	New
MID-AMERICA APARTMENT COMMUNIT	CS	$915	0.1%	6,547 SH	New
MONDELEZ INTERNATIONAL INC	CS	$661	0.0%	10,582 SH	New
MONGODB INC	CS	$221	0.0%	712 SH	New
MONSTER BEVERAGE CORP	CS	$8K	0.6%	121,968 SH	New
MORGAN STANLEY	CS	$24K	1.6%	152,933 SH	New
NETFLIX INC	CS	$20K	1.4%	16,781 SH	New
NIKE INC	CS	$2K	0.2%	33,078 SH	New
NINTENDO CO LTD	CS	$3K	0.2%	127,279 SH	New
NORTHERN TRUST CORP	CS	$217	0.0%	1,615 SH	New
NORTHROP GRUMMAN CORP	CS	$3K	0.2%	5,533 SH	New
NUCOR CORP	CS	$257	0.0%	1,897 SH	New
NVENT ELECTRIC PLC	CS	$209	0.0%	2,120 SH	New
NVIDIA CORP	CS	$17K	1.1%	88,673 SH	New
O'REILLY AUTOMOTIVE INC	CS	$441	0.0%	4,095 SH	New
ORACLE CORP	CS	$1K	0.1%	5,094 SH	New
PALO ALTO NETWORKS INC	CS	$8K	0.5%	37,845 SH	New
PEPSICO INC	CS	$7K	0.4%	47,590 SH	New
PFIZER INC	CS	$214	0.0%	8,417 SH	New
PROCTER & GAMBLE CO/THE	CS	$10K	0.6%	62,971 SH	New
PROSHARES TRUST S&P 500 EX-ENE	ETF	$240	0.0%	3,321 SH	New
QUEST DIAGNOSTICS INC	CS	$4K	0.3%	20,249 SH	New
REPUBLIC SERVICES INC	CS	$10K	0.7%	42,688 SH	New
RLI CORP	CS	$291	0.0%	4,465 SH	New
ROLLINS INC	CS	$3K	0.2%	54,863 SH	New
ROPER TECHNOLOGIES INC	CS	$11K	0.8%	22,612 SH	New
RTX CORP	CS	$646	0.0%	3,863 SH	New
SALESFORCE INC	CS	$503	0.0%	2,123 SH	New
SCHWAB EMERGING MARKETS EQUITY	ETF	$397	0.0%	11,884 SH	New
SCHWAB FUNDAMENTAL EMERGING MA	ETF	$262	0.0%	7,252 SH	New
SCHWAB FUNDAMENTAL INTERNATION	ETF	$634	0.0%	14,756 SH	New
SCHWAB FUNDAMENTAL U.S. LARGE	ETF	$770	0.1%	29,288 SH	New
SCHWAB FUNDAMENTAL U.S. SMALL	ETF	$373	0.0%	11,968 SH	New
SCHWAB INTERNATIONAL EQUITY ET	ETF	$20K	1.4%	864,362 SH	New
SCHWAB U.S. LARGE-CAP GROWTH E	ETF	$2K	0.1%	69,326 SH	New
SCHWAB U.S. LARGE-CAP VALUE ET	ETF	$205	0.0%	7,031 SH	New
SCHWAB U.S. MID-CAP ETF	ETF	$236	0.0%	7,977 SH	New
SCHWAB U.S. REIT ETF	ETF	$5K	0.3%	212,878 SH	New
SCHWAB US BROAD MARKET ETF	ETF	$395	0.0%	15,379 SH	New
SCHWAB US DIVIDEND EQUITY ETF	ETF	$639	0.0%	23,403 SH	New
SCHWAB US LARGE-CAP ETF	ETF	$49K	3.3%	1,863,389 SH	New
SCHWAB US SMALL-CAP ETF	ETF	$12K	0.8%	441,543 SH	New
SERVICENOW INC	CS	$11K	0.7%	11,873 SH	New
SHELL PLC	CS	$221	0.0%	3,086 SH	New
SHERWIN-WILLIAMS CO/THE	CS	$12K	0.8%	34,511 SH	New
SILVERCREST ASSET MANAGEMENT G	CS	$498	0.0%	31,650 SH	New
SOUTHERN CO/THE	CS	$320	0.0%	3,375 SH	New
SPDR BLOOMBERG INVESTMENT GRAD	ETF	$14K	0.9%	445,934 SH	New
SPDR DOW JONES INDUSTRIAL AVER	ETF	$598	0.0%	1,289 SH	New
SPDR GOLD MINISHARES TRUST	ETF	$550	0.0%	7,199 SH	New
SPDR GOLD SHARES	ETF	$1K	0.1%	3,550 SH	New
SPDR MSCI EMERGING MARKETS STR	ETF	$868	0.1%	13,097 SH	New
SPDR PORTFOLIO AGGREGATE BOND	ETF	$8K	0.5%	316,019 SH	New
SPDR PORTFOLIO HIGH YIELD BOND	ETF	$3K	0.2%	130,364 SH	New
SPDR PORTFOLIO INTERMEDIATE TE	ETF	$10K	0.7%	287,831 SH	New
SPDR S&P 400 MID CAP VALUE ETF	ETF	$212	0.0%	2,538 SH	New
SPDR S&P 500 ETF TRUST	ETF	$14K	0.9%	20,618 SH	New
SPDR S&P DIVIDEND ETF	ETF	$828	0.1%	5,915 SH	New
SPDR S&P MIDCAP 400 ETF TRUST	ETF	$858	0.1%	1,440 SH	New
SPDR S&P OIL & GAS EXPLORATION	CS	$1K	0.1%	9,133 SH	New
SPOTIFY TECHNOLOGY SA	CS	$10K	0.7%Prev: 0.4%	14,072 SH	Increased-564 SH
STARBUCKS CORP	CS	$529	0.0%	6,249 SH	New
STRYKER CORP	CS	$11K	0.8%	30,254 SH	New
SYSCO CORP	CS	$2K	0.2%	29,338 SH	New
T-MOBILE US INC	CS	$232	0.0%	971 SH	New
TE CONNECTIVITY PLC	CS	$3K	0.2%	15,189 SH	New
TECHNOLOGY SELECT SECTOR SPDR	CS	$4K	0.3%	13,479 SH	New
TESLA INC	CS	$389	0.0%	874 SH	New
TEXAS INSTRUMENTS INC	CS	$645	0.0%	3,513 SH	New
THERMO FISHER SCIENTIFIC INC	CS	$7K	0.5%	15,283 SH	New
TJX COS INC/THE	CS	$7K	0.5%	47,587 SH	New
TRANE TECHNOLOGIES PLC	CS	$754	0.1%	1,786 SH	New
TRAVELERS COS INC/THE	CS	$470	0.0%	1,682 SH	New
UNION PACIFIC CORP	CS	$637	0.0%	2,697 SH	New
UNITED RENTALS INC	CS	$200	0.0%	210 SH	New
UNITEDHEALTH GROUP INC	CS	$16K	1.1%	45,745 SH	New
UTILITIES SELECT SECTOR SPDR F	CS	$6K	0.4%	65,934 SH	New
VALERO ENERGY CORP	CS	$552	0.0%	3,244 SH	New
VANGUARD COMMUNICATION SERVICE	ETF	$210	0.0%	1,117 SH	New
VANGUARD DIVIDEND APPRECIATION	ETF	$919	0.1%	4,260 SH	New
VANGUARD ESG US STOCK ETF	ETF	$525	0.0%	4,432 SH	New
VANGUARD FTSE ALL WORLD EX-US	ETF	$537	0.0%	3,765 SH	New
VANGUARD FTSE ALL-WORLD EX-US	ETF	$1K	0.1%	20,340 SH	New
VANGUARD FTSE DEVELOPED MARKET	ETF	$2K	0.2%	41,667 SH	New
VANGUARD FTSE EMERGING MARKETS	ETF	$1K	0.1%	26,757 SH	New
VANGUARD GROWTH ETF	ETF	$398	0.0%	830 SH	New
VANGUARD HEALTH CARE ETF	ETF	$283	0.0%	1,090 SH	New
VANGUARD HIGH DIVIDEND YIELD E	ETF	$328	0.0%	2,330 SH	New
VANGUARD INFORMATION TECHNOLOG	ETF	$2K	0.1%	2,095 SH	New
VANGUARD LARGE-CAP ETF	ETF	$1K	0.1%	4,664 SH	New
VANGUARD MID-CAP ETF	ETF	$2K	0.1%	6,161 SH	New
VANGUARD S&P 500 ETF	ETF	$837	0.1%	1,368 SH	New
VANGUARD SMALL-CAP ETF	ETF	$543	0.0%	2,137 SH	New
VANGUARD SMALL-CAP VALUE ETF	ETF	$326	0.0%	1,564 SH	New
VANGUARD TOTAL STOCK MARKET ET	ETF	$1K	0.1%	4,087 SH	New
VANGUARD VALUE ETF	ETF	$337	0.0%	1,805 SH	New
VERISIGN INC	CS	$1K	0.1%	4,460 SH	New
VERISK ANALYTICS INC	CS	$11K	0.7%	43,138 SH	New
VERIZON COMMUNICATIONS INC	CS	$464	0.0%	10,549 SH	New
VERTEX PHARMACEUTICALS INC	CS	$708	0.0%Prev: 0.1%	1,808 SH	Decreased+98 SH
VISA INC	CS	$27K	1.8%	80,066 SH	New
VULCAN MATERIALS CO	CS	$11K	0.7%	36,297 SH	New
WALMART INC	CS	$7K	0.4%	64,448 SH	New
WALT DISNEY CO/THE	CS	$11K	0.7%	92,377 SH	New
WASTE CONNECTIONS INC	CS	$9K	0.6%	51,268 SH	New
WASTE MANAGEMENT INC	CS	$587	0.0%	2,657 SH	New
WATSCO INC	CS	$3K	0.2%	6,716 SH	New
WEC ENERGY GROUP INC	CS	$436	0.0%	3,806 SH	New
WELLS FARGO & CO	CS	$931	0.1%	11,113 SH	New
WELLTOWER INC	CS	$16K	1.1%	89,580 SH	New
WESTINGHOUSE AIR BRAKE TECHNOL	CS	$744	0.0%	3,712 SH	New
WISDOMTREE TR US MIDCAP DIVID	ETF	$245	0.0%Prev: 0.0%	4,689 SH	Decreased
YUM CHINA HOLDINGS INC	CS	$209	0.0%	4,871 SH	New
YUM! BRANDS INC	CS	$545	0.0%	3,586 SH	New
ZOETIS INC	CS	$2K	0.2%	16,173 SH	New

Sold (vs prior filing)

3M CO COM — $618
ABBOTT LABORATORIES COM — $1K
ABBVIE INC COM — $9K
ACCENTURE PLC IRELAND SHS CLAS — $214
ADOBE INC COM — $416
ADVANCED MICRO DEVICES INC COM — $498
AFLAC INC COM — $570
ALPHABET INC CAP STK CL A — $16K
ALPHABET INC CAP STK CL C — $48K
ALPS ETF TR SMITH CORE PLUS — $257
AMAZON COM INC COM — $42K
AMERICAN CENTY ETF TR AVANTIS — $9K
AMERICAN TOWER CORP COM — $3K
AMETEK INC COM — $210
AMGEN INC COM — $2K
AMPHENOL CORP CL A — $2K
AMPLIFY ETF TR AMPLIFY CYBERSE — $5K
AON PLC SHS CL A — $214
APPLE INC COM — $95K
APPLIED MATLS INC COM — $398
… and 230 more

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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