APPLETON PARTNERS INC/MA

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

Import this data to Google Sheets with:

=jivedata("appleton-partners-inc-ma","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $1.4M239 positionsView on SEC.gov

			% of Portfolio
3M CO COM	CS	$603	0.0%	4,153 SH	New
ABBOTT LABS COM	CS	$1K	0.1%	13,837 SH	New
ABBVIE INC COM	CS	$8K	0.5%	34,920 SH	New
ACCENTURE PLC IRELAND SHS CLAS	CS	$345	0.0%	1,740 SH	New
ADOBE INC COM	CS	$585	0.0%	2,406 SH	New
AFLAC INC COM	CS	$534	0.0%	4,863 SH	New
AIR PRODS & CHEMS INC COM	CS	$3K	0.2%	10,486 SH	New
ALPHABET INC CAP STK CL A	CS	$13K	0.9%	46,561 SH	New
ALPHABET INC CAP STK CL C	CS	$39K	2.7%	137,093 SH	New
AMAZON COM INC COM	CS	$37K	2.6%	179,510 SH	New
AMERICAN TOWER CORP	CS	$3K	0.2%Prev: 0.4%	19,821 SH	Decreased-2,813 SH
AMETEK INC COM	CS	$207	0.0%	967 SH	New
AMGEN INC COM	CS	$2K	0.1%	5,082 SH	New
AMPHENOL CORP NEW CL A	CS	$1K	0.1%	11,347 SH	New
AMPLIFY ETF TR AMPLIFY CYBERSE	CS	$3K	0.2%	43,994 SH	New
AON PLC SHS CL A	CS	$208	0.0%	645 SH	New
APPLE INC COM	CS	$85K	6.0%	336,626 SH	New
ARCHER DANIELS MIDLAND CO COM	CS	$675	0.0%	9,282 SH	New
AT&T INC COM	CS	$463	0.0%	15,981 SH	New
AUTODESK INC COM	CS	$7K	0.5%	27,792 SH	New
AUTOMATIC DATA PROCESSING INC	CS	$2K	0.1%Prev: 0.2%	7,847 SH	Decreased-292 SH
BANK AMERICA CORP COM	CS	$2K	0.1%	37,456 SH	New
BERKSHIRE HATHAWAY INC	CS	$16K	1.1%Prev: 1.1%	32,148 SH	Increased+5,928 SH
BLACKSTONE INC COM	CS	$12K	0.8%	102,007 SH	New
BOEING CO COM	CS	$349	0.0%	1,754 SH	New
BOOKING HOLDINGS INC COM	CS	$10K	0.7%	2,424 SH	New
BROADCOM INC COM	CS	$37K	2.6%	118,722 SH	New
BROADRIDGE FINL SOLUTIONS INC	CS	$2K	0.1%	12,137 SH	New
BROOKFIELD CORP CL A LTD VT SH	CS	$316	0.0%	7,809 SH	New
CABOT CORP COM	CS	$223	0.0%	2,963 SH	New
CADENCE DESIGN SYSTEMS INC	CS	$11K	0.8%	38,928 SH	New
CAPITAL ONE FINL CORP COM	CS	$3K	0.2%	14,687 SH	New
CARRIER GLOBAL CORPORATION COM	CS	$317	0.0%	5,634 SH	New
CATERPILLAR INC COM	CS	$1K	0.1%	1,893 SH	New
CHEVRON CORP NEW COM	CS	$544	0.0%	2,631 SH	New
CHUBB LIMITED COM	CS	$627	0.0%	1,924 SH	New
CHURCH & DWIGHT CO INC COM	CS	$425	0.0%	4,557 SH	New
CINTAS CORP COM	CS	$3K	0.2%	15,559 SH	New
CISCO SYS INC COM	CS	$2K	0.1%	20,269 SH	New
CLIFTON MNG CO COM	CS	$4	0.0%	25,000 SH	New
CME GROUP INC COM	CS	$5K	0.3%	16,122 SH	New
COCA COLA CO COM	CS	$880	0.1%	11,575 SH	New
COLGATE PALMOLIVE CO COM	CS	$306	0.0%	3,586 SH	New
COMCAST CORP NEW CL A	CS	$1K	0.1%	35,932 SH	New
CONSTELLATION SOFTWARE INC COM	CS	$4K	0.3%	2,276 SH	New
CORNING INC COM	CS	$4K	0.3%	30,745 SH	New
CORTEVA INC COM	CS	$309	0.0%	3,693 SH	New
COSTCO WHSL CORP NEW COM	CS	$9K	0.7%	9,413 SH	New
CRH PLC ORD	CS	$4K	0.2%	33,293 SH	New
CSX CORP COM	CS	$841	0.1%	20,476 SH	New
CURTISS WRIGHT CORP COM	CS	$15K	1.1%	22,246 SH	New
DANAHER CORP DEL COM	CS	$11K	0.8%	57,058 SH	New
DARDEN RESTAURANTS INC	CS	$289	0.0%Prev: 0.0%	1,476 SH	Decreased-605 SH
DEERE & CO COM	CS	$674	0.0%	1,196 SH	New
DISNEY WALT CO COM	CS	$9K	0.6%	92,156 SH	New
DUPONT DE NEMOURS INC COM	CS	$2K	0.1%	33,066 SH	New
ECHOSTAR CORP CL A	CS	$344	0.0%	2,941 SH	New
ELI LILLY & CO COM	CS	$18K	1.2%	19,092 SH	New
EOG RES INC COM	CS	$475	0.0%	3,285 SH	New
EQUINIX INC COM	CS	$2K	0.2%	2,448 SH	New
EVERCORE INC CLASS A	CS	$10K	0.7%	31,925 SH	New
EXPEDIA GROUP INC COM NEW	CS	$224	0.0%	970 SH	New
EXXON MOBIL CORP COM	CS	$5K	0.4%	30,218 SH	New
FIDELITY WISE ORIGIN BITCOIN F	ETF	$287	0.0%Prev: 0.0%	4,869 SH	Increased+2,044 SH
FIRST TR EXCH TRADED FD III PF	ETF	$4K	0.3%	235,270 SH	New
FIRST TR EXCHANGE-TRADED FD II	CS	$10K	0.7%	163,495 SH	New
FIRST TR EXCHANGE-TRADED FD IV	ETF	$6K	0.4%	128,749 SH	New
FORD MTR CO COM	CS	$260	0.0%	22,505 SH	New
FORTIVE CORP COM	CS	$241	0.0%	4,365 SH	New
GE AEROSPACE COM NEW	CS	$1K	0.1%	3,943 SH	New
GE VERNOVA INC COM	CS	$37K	2.6%	41,914 SH	New
GLOBAL X FDS US PFD ETF	ETF	$778	0.1%	42,309 SH	New
GLOBAL X FDS VDEO GAM ESPRT	CS	$313	0.0%	12,157 SH	New
GLOBALFOUNDRIES INC ORDINARY S	CS	$12K	0.8%	268,748 SH	New
GOLDMAN SACHS ETF TR ACTIVEBET	ETF	$72K	5.0%	866,617 SH	New
GOLDMAN SACHS ETF TR JUST US L	ETF	$452	0.0%	4,888 SH	New
GOLDMAN SACHS ETF TR S&P 500 P	ETF	$223	0.0%	4,450 SH	New
GOLDMAN SACHS GROUP INC COM	CS	$4K	0.3%	5,135 SH	New
GRANITESHARES ETF TR BBG COMMD	ETF	$5K	0.3%	179,249 SH	New
HERSHEY CO COM	CS	$5K	0.3%	23,684 SH	New
HOME DEPOT INC COM	CS	$12K	0.8%	36,420 SH	New
HONEYWELL INTL INC COM	CS	$3K	0.2%	15,459 SH	New
HOULIHAN LOKEY INC CL A	CS	$1K	0.1%	9,559 SH	New
ILLINOIS TOOL WKS INC COM	CS	$479	0.0%	1,840 SH	New
INTEL CORP COM	CS	$626	0.0%	14,191 SH	New
INTERCONTINENTAL EXCHANGE INC	CS	$16K	1.1%Prev: 1.3%	99,607 SH	Decreased+3,323 SH
INTERNATIONAL BUSINESS MACHS C	CS	$725	0.1%	2,993 SH	New
INTUIT COM	CS	$4K	0.2%	8,199 SH	New
INVESCO EXCH TRADED FD TR II S	ETF	$209	0.0%	2,863 SH	New
INVESCO EXCHANGE TRADED FD TR	ETF	$311	0.0%	1,620 SH	New
INVESCO EXCHANGE-TRADED FD TR	ETF	$3K	0.2%	161,495 SH	New
INVESCO QQQ TR UNIT SER 1	ETF	$1K	0.1%	2,407 SH	New
ISHARES EXPANDED TECH-SOFTWARE	ETF	$508	0.0%	6,340 SH	New
ISHARES GOLD TRUST	ETF	$916	0.1%Prev: 0.0%	10,392 SH	Increased-415 SH
ISHARES INC CORE MSCI EMKT	ETF	$19K	1.3%	267,008 SH	New
ISHARES INC MSCI EMERG MRKT	ETF	$323	0.0%	4,987 SH	New
ISHARES INC MSCI GBL MIN VOL	ETF	$427	0.0%	3,575 SH	New
ISHARES TR CORE INTL AGGR	ETF	$7K	0.5%	143,849 SH	New
ISHARES TR CORE MSCI EAFE	ETF	$510	0.0%	5,636 SH	New
ISHARES TR CORE S&P MCP ETF	ETF	$1K	0.1%	15,830 SH	New
ISHARES TR CORE S&P SCP ETF	ETF	$506	0.0%	4,071 SH	New
ISHARES TR CORE S&P TTL STK	ETF	$335	0.0%	2,354 SH	New
ISHARES TR CORE S&P500 ETF	ETF	$3K	0.2%	5,208 SH	New
ISHARES TR CORE UNIVRSL USD	ETF	$771	0.1%	16,690 SH	New
ISHARES TR ESG AW MSCI EAFE	ETF	$419	0.0%	4,386 SH	New
ISHARES TR ISHARES BIOTECH	CS	$12K	0.9%	74,010 SH	New
ISHARES TR MSCI EAFE ETF	ETF	$3K	0.2%	30,339 SH	New
ISHARES TR MSCI EAFE MIN VL	ETF	$586	0.0%	6,413 SH	New
ISHARES TR MSCI EMG MKT ETF	ETF	$945	0.1%	16,636 SH	New
ISHARES TR RUS 1000 GRW ETF	ETF	$1K	0.1%	3,254 SH	New
ISHARES TR RUS 1000 VAL ETF	ETF	$350	0.0%	1,639 SH	New
ISHARES TR RUS 2000 GRW ETF	ETF	$1K	0.1%	4,619 SH	New
ISHARES TR RUS 2000 VAL ETF	ETF	$503	0.0%	2,654 SH	New
ISHARES TR RUS MD CP GR ETF	ETF	$855	0.1%	6,672 SH	New
ISHARES TR RUS MDCP VAL ETF	ETF	$429	0.0%	2,946 SH	New
ISHARES TR RUS MID CAP ETF	ETF	$2K	0.1%	22,050 SH	New
ISHARES TR RUSSELL 2000 ETF	ETF	$5K	0.3%	18,220 SH	New
ISHARES TR S&P 500 VAL ETF	ETF	$304	0.0%	1,440 SH	New
ISHARES TR SELECT DIVID ETF	ETF	$936	0.1%	6,184 SH	New
ISHARES TR U.S. ENERGY ETF	ETF	$394	0.0%	6,089 SH	New
J P MORGAN EXCHANGE TRADED FD	ETF	$65K	4.5%	1,129,065 SH	New
JOHNSON & JOHNSON COM	CS	$11K	0.8%	46,582 SH	New
JPMORGAN CHASE & CO COM	CS	$37K	2.6%	126,590 SH	New
KRATOS DEFENSE & SECURITY SOLU	CS	$10K	0.7%	144,385 SH	New
LOCKHEED MARTIN CORP COM	CS	$1K	0.1%	2,147 SH	New
LOWES COS INC COM	CS	$225	0.0%	954 SH	New
LVMH MOET HENNESSY LOUIS ADR	CS	$4K	0.3%	38,496 SH	New
MARVELL TECHNOLOGY INC	CS	$201	0.0%Prev: 0.7%	2,033 SH	Decreased-149,232 SH
MCDONALDS CORP COM	CS	$5K	0.4%	16,830 SH	New
MEDTRONIC PLC SHS	CS	$3K	0.2%	31,986 SH	New
MERCK & CO INC COM	CS	$766	0.1%	6,368 SH	New
META PLATFORMS INC CL A	CS	$19K	1.4%	33,952 SH	New
MICRON TECHNOLOGY INC COM	CS	$35K	2.4%	102,823 SH	New
MICROSOFT CORP COM	CS	$44K	3.1%	119,394 SH	New
MID-AMER APT CMNTYS INC COM	CS	$1K	0.1%	8,927 SH	New
MONDELEZ INTL INC CL A	CS	$430	0.0%	7,455 SH	New
MONSTER BEVERAGE CORP NEW COM	CS	$9K	0.6%	122,765 SH	New
MORGAN STANLEY COM NEW	CS	$25K	1.7%	150,216 SH	New
NETFLIX INC. COM	CS	$18K	1.3%	191,195 SH	New
NEXTERA ENERGY INC COM	CS	$364	0.0%	3,914 SH	New
NIKE INC CL B	CS	$2K	0.1%	32,804 SH	New
NINTENDO LTD UNSPON ADS	CS	$2K	0.2%	163,035 SH	New
NORTHERN TR CORP COM	CS	$215	0.0%	1,540 SH	New
NORTHROP GRUMMAN CORP COM	CS	$2K	0.1%	2,683 SH	New
NUCOR CORP COM	CS	$321	0.0%	1,897 SH	New
NVENT ELECTRIC PLC SHS	CS	$242	0.0%	2,045 SH	New
NVIDIA CORPORATION COM	CS	$15K	1.0%	86,109 SH	New
ORACLE CORP COM	CS	$764	0.1%	5,193 SH	New
OREILLY AUTOMOTIVE INC COM	CS	$382	0.0%	4,139 SH	New
PALO ALTO NETWORKS INC COM	CS	$6K	0.4%	35,360 SH	New
PEPSICO INC COM	CS	$7K	0.5%	45,958 SH	New
PFIZER INC COM	CS	$226	0.0%	8,052 SH	New
PROCTER AND GAMBLE CO COM	CS	$9K	0.6%	60,506 SH	New
PROFESIONALLY MANAGED PORTFOLI	ETF	$278	0.0%	5,251 SH	New
PROGRESSIVE CORP COM	CS	$395	0.0%	1,991 SH	New
PROSHARES TR SP500 EX ENRGY	ETF	$217	0.0%	3,116 SH	New
QNITY ELECTRONICS INC COMMON S	CS	$346	0.0%	2,996 SH	New
QUEST DIAGNOSTICS INC COM	CS	$4K	0.3%	21,125 SH	New
QXO INC COM NEW	CS	$13K	0.9%	649,265 SH	New
REPUBLIC SVCS INC COM	CS	$10K	0.7%	43,445 SH	New
ROLLINS INC COM	CS	$3K	0.2%	56,843 SH	New
ROPER TECHNOLOGIES INC COM	CS	$1K	0.1%	4,138 SH	New
RTX CORPORATION COM	CS	$1K	0.1%	5,542 SH	New
S&P GLOBAL INC COM	CS	$10K	0.7%	22,892 SH	New
SALESFORCE INC COM	CS	$366	0.0%	1,960 SH	New
SCHWAB STRATEGIC TR EMRG MKTEQ	ETF	$404	0.0%	12,273 SH	New
SCHWAB STRATEGIC TR FUNDAMENTA	ETF	$2K	0.1%	60,144 SH	New
SCHWAB STRATEGIC TR INTL EQTY	ETF	$21K	1.5%	866,102 SH	New
SCHWAB STRATEGIC TR US BRD MKT	ETF	$393	0.0%	15,655 SH	New
SCHWAB STRATEGIC TR US DIVIDEN	ETF	$696	0.0%	22,678 SH	New
SCHWAB STRATEGIC TR US LCAP GR	ETF	$2K	0.1%	69,026 SH	New
SCHWAB STRATEGIC TR US LCAP VA	ETF	$214	0.0%	7,031 SH	New
SCHWAB STRATEGIC TR US LRG CAP	ETF	$47K	3.3%	1,846,870 SH	New
SCHWAB STRATEGIC TR US MID-CAP	ETF	$243	0.0%	7,844 SH	New
SCHWAB STRATEGIC TR US REIT ET	ETF	$5K	0.3%	229,197 SH	New
SCHWAB STRATEGIC TR US SML CAP	ETF	$13K	0.9%	439,134 SH	New
SELECT SECTOR SPDR TR STATE ST	CS	$44K	3.1%	721,083 SH	New
SERVICENOW INC COM	CS	$7K	0.5%	64,057 SH	New
SHELL PLC SPON ADS	CS	$287	0.0%	3,086 SH	New
SHERWIN WILLIAMS CO COM	CS	$11K	0.8%	34,491 SH	New
SILVERCREST ASSET MGMT GROUP I	CS	$425	0.0%	31,650 SH	New
SOLVENTUM CORP COM SHS	CS	$9K	0.6%	141,689 SH	New
SOUTHERN CO COM	CS	$326	0.0%	3,375 SH	New
SPDR DOW JONES INDL AVERAGE ET	ETF	$597	0.0%	1,289 SH	New
SPDR GOLD TR GOLD SHS	ETF	$2K	0.1%	4,089 SH	New
SPDR INDEX SHS FDS MSCI EMRG M	ETF	$797	0.1%	11,499 SH	New
SPDR S&P 500 ETF TR TR UNIT	ETF	$13K	0.9%	20,070 SH	New
SPDR S&P MIDCAP 400 ETF TR UTS	ETF	$802	0.1%	1,300 SH	New
SPDR SERIES TRUST STATE STREET	CS	$1K	0.1%	7,907 SH	New
SPDR SERIES TRUST STATE STREET	ETF	$39K	2.7%	1,320,722 SH	New
SPOTIFY TECHNOLOGY SA	CS	$7K	0.5%	14,230 SH	New
STARBUCKS CORP COM	CS	$486	0.0%	5,430 SH	New
STRYKER CORPORATION COM	CS	$10K	0.7%	30,587 SH	New
SYSCO CORP COM	CS	$2K	0.1%	29,219 SH	New
T-MOBILE US INC COM	CS	$418	0.0%	1,988 SH	New
TE CONNECTIVITY PLC ORD SHS	CS	$3K	0.2%	14,945 SH	New
TESLA INC COM	CS	$293	0.0%	787 SH	New
TEXAS INSTRS INC COM	CS	$827	0.1%	4,258 SH	New
THE CIGNA GROUP COM	CS	$425	0.0%	1,592 SH	New
THERMO FISHER SCIENTIFIC INC C	CS	$7K	0.5%	13,683 SH	New
TJX COS INC NEW COM	CS	$7K	0.5%	44,716 SH	New
TRANE TECHNOLOGIES PLC SHS	CS	$758	0.1%	1,818 SH	New
TRAVELERS COMPANIES INC COM	CS	$555	0.0%	1,904 SH	New
UNION PAC CORP COM	CS	$726	0.1%	2,993 SH	New
UNITEDHEALTH GROUP INC COM	CS	$11K	0.8%	41,610 SH	New
VALERO ENERGY CORP COM	CS	$750	0.1%	3,034 SH	New
VANGUARD INDEX FDS GROWTH ETF	ETF	$393	0.0%	899 SH	New
VANGUARD INDEX FDS LARGE CAP E	ETF	$1K	0.1%	4,403 SH	New
VANGUARD INDEX FDS MID CAP ETF	ETF	$2K	0.1%	5,363 SH	New
VANGUARD INDEX FDS S&P 500 ETF	ETF	$828	0.1%	1,386 SH	New
VANGUARD INDEX FDS SM CP VAL E	ETF	$346	0.0%	1,591 SH	New
VANGUARD INDEX FDS SMALL CP ET	ETF	$549	0.0%	2,095 SH	New
VANGUARD INDEX FDS TOTAL STK M	ETF	$1K	0.1%	3,849 SH	New
VANGUARD INDEX FDS VALUE ETF	ETF	$377	0.0%	1,920 SH	New
VANGUARD INTL EQUITY INDEX FDS	ETF	$3K	0.2%	47,115 SH	New
VANGUARD SPECIALIZED FUNDS DIV	ETF	$902	0.1%	4,195 SH	New
VANGUARD TAX-MANAGED FDS VAN F	ETF	$3K	0.2%	39,699 SH	New
VANGUARD WHITEHALL FDS HIGH DI	ETF	$345	0.0%	2,330 SH	New
VANGUARD WORLD FD ESG US STK E	ETF	$567	0.0%	5,052 SH	New
VANGUARD WORLD FD HEALTH CAR E	ETF	$299	0.0%	1,099 SH	New
VANGUARD WORLD FD INF TECH ETF	ETF	$1K	0.1%	1,460 SH	New
VERISIGN INC COM	CS	$1K	0.1%	4,257 SH	New
VERISK ANALYTICS INC COM	CS	$9K	0.6%	45,173 SH	New
VERIZON COMMUNICATIONS INC COM	CS	$407	0.0%	8,117 SH	New
VERTEX PHARMACEUTICALS INC	CS	$799	0.1%Prev: 0.1%	1,789 SH	Decreased-4 SH
VISA INC COM CL A	CS	$24K	1.7%	80,277 SH	New
VULCAN MATLS CO COM	CS	$10K	0.7%	36,145 SH	New
WABTEC COM	CS	$911	0.1%	3,646 SH	New
WALMART INC COM	CS	$8K	0.5%	62,072 SH	New
WASTE CONNECTIONS INC COM	CS	$8K	0.6%	51,863 SH	New
WASTE MGMT INC DEL COM	CS	$581	0.0%	2,528 SH	New
WATSCO INC COM	CS	$2K	0.2%	5,977 SH	New
WEC ENERGY GROUP INC COM	CS	$441	0.0%	3,806 SH	New
WELLS FARGO CO NEW COM	CS	$747	0.1%	9,377 SH	New
WELLTOWER INC COM	CS	$19K	1.3%	95,106 SH	New
WISDOMTREE TR US MIDCAP DIVID	ETF	$246	0.0%	4,689 SH	New
WORLD GOLD TR SPDR GLD MINIS	ETF	$723	0.1%	7,803 SH	New
YUM BRANDS INC COM	CS	$541	0.0%	3,480 SH	New
YUM CHINA HLDGS INC COM	CS	$235	0.0%	4,810 SH	New

Sold (vs prior filing)

3M CO — $640
ABBOTT LABORATORIES — $2K
ABBVIE INC — $8K
ACCENTURE PLC — $732
ADOBE INC — $1K
AFLAC INC — $552
ALPHABET INC — $33K
AMAZON.COM INC — $35K
AMGEN INC — $2K
AMPHENOL CORP — $885
AMPLIFY CYBERSECURITY ETF — $3K
APPLE INC — $79K
ARCHER-DANIELS-MIDLAND CO — $456
ARTHUR J GALLAGHER & CO — $17K
AT&T INC — $507
AUTODESK INC — $7K
BANK OF AMERICA CORP — $2K
BECTON DICKINSON & CO — $229
BLACKSTONE INC — $14K
BOEING CO/THE — $278
… and 211 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