APPLETON PARTNERS INC/MA

BOSTON, MA · CIK 1055290 · 13F filing filed 2026-07-21

SEC-registered investment adviser since 1987 · corporation

Assets managed$12.6bn
Staff59 · 31 in investment roles
Main clients (by assets)High net worth individuals 15%, Individuals 3%
Websiteappletonpartners.com
Form ADV · 2026-03-23SEC adviser record

Legal entityAPPLETON PARTNERS, INC. (US)

Others nearbyBoston, MA

$1.6bn reported value +13.8% vs Q1 2026

275positions

34.6%in top 10

24 new 67 added 148 reduced 11 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	329,859	$95.4m5.85%	5.85%	Reduced -6.8k	-6,767 -2.0%
2	MICRON TECHNOLOGY INC COM MU	MU	80,158	$92.5m5.67%	5.67%	Reduced -22.7k	-22,665 -22.0%
3	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	421,782	$59.8m3.67%	3.67%	Added +1.4k	+1,375 0.3%
4	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	1,863,107	$54.8m3.36%	3.36%	Added +16.2k	+16,237 0.9%
5	ALPHABET INC CAP STK CL C GOOG	GOOG	136,098	$48.1m2.95%	2.95%	Reduced -995	-995 -0.7%
6	GE VERNOVA INC COM GEV	GEV	38,422	$45.1m2.77%	2.77%	Reduced -3.5k	-3,492 -8.3%
7	MICROSOFT CORP COM MSFT	MSFT	116,361	$43.4m2.66%	2.66%	Reduced -3.0k	-3,033 -2.5%
8	BROADCOM INC COM AVGO	AVGO	112,946	$42.7m2.61%	2.61%	Reduced -5.8k	-5,776 -4.9%
9	AMAZON COM INC COM AMZN	AMZN	177,012	$42.2m2.59%	2.59%	Reduced -2.5k	-2,498 -1.4%
10	JPMORGAN CHASE & CO COM JPM	JPM	124,463	$40.7m2.50%	2.50%	Reduced -2.1k	-2,127 -1.7%
11	MORGAN STANLEY COM NEW MS	MS	139,249	$29.1m1.78%	1.78%	Reduced -11.0k	-10,967 -7.3%
12	SELECT SECTOR SPDR TR ENERGY XLE	XLE	546,298	$29.0m1.78%	1.78%	Added +26.1k	+26,104 5.0%
13	VISA INC COM CL A V	V	79,657	$27.3m1.67%	1.67%	Reduced -620	-620 -0.8%
14	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	891,546	$24.7m1.51%	1.51%	Added +25.4k	+25,444 2.9%
15	ELI LILLY & CO COM LLY	LLY	19,717	$23.6m1.45%	1.45%	Added +625	+625 3.3%
16	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	449,897	$22.8m1.39%	1.39%	Reduced -5.2k	-5,166 -1.1%
17	GLOBALFOUNDRIES INC ORDINARY SHARES GFS	GFS	272,241	$22.4m1.37%	1.37%	Added +3.5k	+3,493 1.3%
18	WELLTOWER INC COM WELL	WELL	98,216	$22.3m1.37%	1.37%	Added +3.1k	+3,110 3.3%
19	ISHARES INC CORE MSCI EMKT IEMG	IEMG	265,013	$22.0m1.35%	1.35%	Reduced -2.0k	-1,995 -0.8%
20	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	461,827	$21.1m1.29%	1.29%	Added +15.6k	+15,617 3.5%
21	META PLATFORMS INC CL A META	META	34,052	$19.2m1.18%	1.18%	Added +100	+100 0.3%
22	NVIDIA CORPORATION COM NVDA	NVDA	93,167	$18.6m1.14%	1.14%	Added +7.1k	+7,058 8.2%
23	UNITEDHEALTH GROUP INC COM UNH	UNH	40,664	$16.9m1.04%	1.04%	Reduced -946	-946 -2.3%
24	CURTISS WRIGHT CORP COM CW	CW	22,183	$16.8m1.03%	1.03%	Reduced -63	-63 -0.3%
25	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	32,382	$16.2m0.99%	0.99%	Added +235	+235 0.7%
26	ALPHABET INC CAP STK CL A GOOGL	GOOGL	45,047	$16.1m0.99%	0.99%	Reduced -1.5k	-1,514 -3.2%
27	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	506,531	$15.6m0.96%	0.96%	Added +58.3k	+58,325 13.0%
28	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	418,124	$15.1m0.93%	0.93%	Reduced -21.0k	-21,010 -4.8%
29	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	266,226	$15.0m0.92%	0.92%	Added +7.4k	+7,435 2.9%
30	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	39,379	$14.8m0.91%	0.91%	Added +451	+451 1.2%
31	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	19,653	$14.7m0.90%	0.90%	Reduced -417	-417 -2.1%
32	ISHARES TR ISHARES BIOTECH IBB	IBB	75,359	$14.3m0.88%	0.88%	Added +1.3k	+1,349 1.8%
33	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	154,397	$13.9m0.85%	0.85%	Reduced -9.1k	-9,098 -5.6%
34	NETFLIX INC COM NFLX	NFLX	192,935	$13.8m0.84%	0.84%	Added +1.7k	+1,740 0.9%
35	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	102,328	$12.6m0.77%	0.77%	Added +2.7k	+2,721 2.7%
36	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	365,813	$12.2m0.75%	0.75%	Added +25.0k	+24,998 7.3%
37	BLACKSTONE INC COM BX	BX	103,558	$12.2m0.75%	0.75%	Added +1.6k	+1,551 1.5%
38	MONSTER BEVERAGE CORP NEW COM MNST	MNST	126,064	$12.1m0.74%	0.74%	Added +3.3k	+3,299 2.7%
39	SHERWIN WILLIAMS CO COM SHW	SHW	35,179	$12.1m0.74%	0.74%	Added +688	+688 2.0%
40	HOME DEPOT INC COM HD	HD	33,556	$11.8m0.73%	0.73%	Reduced -2.9k	-2,864 -7.9%
41	JOHNSON & JOHNSON COM JNJ	JNJ	45,874	$11.7m0.71%	0.71%	Reduced -708	-708 -1.5%
42	PALO ALTO NETWORKS INC COM PANW	PANW	33,733	$11.5m0.70%	0.70%	Reduced -1.6k	-1,627 -4.6%
43	BOOKING HOLDINGS INC COM BKNG	BKNG	64,020	$11.4m0.70%	0.70%	Added +3.4k	+3,420 5.6%
44	SOLVENTUM CORP COM SHS SOLV	SOLV	147,817	$11.4m0.70%	0.70%	Added +6.1k	+6,128 4.3%
45	QXO INC COM NEW QXO	QXO	651,107	$11.3m0.69%	0.69%	Added +1.8k	+1,842 0.3%
46	VULCAN MATLS CO COM VMC	VMC	37,503	$11.1m0.68%	0.68%	Added +1.4k	+1,358 3.8%
47	EVERCORE INC CLASS A EVR	EVR	32,222	$11.0m0.67%	0.67%	Added +297	+297 0.9%
48	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	413,999	$10.6m0.65%	0.65%	Added +32.2k	+32,153 8.4%
49	STRYKER CORPORATION COM SYK	SYK	33,267	$10.5m0.64%	0.64%	Added +2.7k	+2,680 8.8%
50	DANAHER CORPORATION COM DHR	DHR	54,777	$10.4m0.64%	0.64%	Reduced -2.3k	-2,281 -4.0%
51	S&P GLOBAL INC COM SPGI	SPGI	22,607	$9.2m0.56%	0.56%	Reduced -285	-285 -1.2%
52	WASTE CONNECTIONS INC COM WCN	WCN	54,277	$9.0m0.55%	0.55%	Added +2.4k	+2,414 4.7%
53	REPUBLIC SVCS INC COM RSG	RSG	41,740	$8.9m0.54%	0.54%	Reduced -1.7k	-1,705 -3.9%
54	DISNEY WALT CO COM DIS	DIS	91,189	$8.8m0.54%	0.54%	Reduced -967	-967 -1.1%
55	FIDELITY COVINGTON TRUST SML MID MLTFCT FSMD	FSMD	166,023	$8.8m0.54%	0.54%	New
56	AMERICAN CENTY ETF TR AVANTIS US SMALL AVSC	AVSC	117,484	$8.6m0.53%	0.53%	New
57	COSTCO WHSL CORP NEW COM COST	COST	9,181	$8.6m0.53%	0.53%	Reduced -232	-232 -2.5%
58	ABBVIE INC COM ABBV	ABBV	34,054	$8.6m0.53%	0.53%	Reduced -866	-866 -2.5%
59	ISHARES TR CORE INTL AGGR IAGG	IAGG	153,964	$7.8m0.48%	0.48%	Added +10.1k	+10,115 7.0%
60	PROCTER AND GAMBLE CO COM PG	PG	52,716	$7.7m0.47%	0.47%	Reduced -7.8k	-7,790 -12.9%
61	VERISK ANALYTICS INC COM VRSK	VRSK	42,860	$7.7m0.47%	0.47%	Reduced -2.3k	-2,313 -5.1%
62	KRATOS DEFENSE & SEC SOLUTIO COM NEW KTOS	KTOS	149,089	$7.4m0.46%	0.46%	Added +4.7k	+4,704 3.3%
63	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	14,636	$6.7m0.41%	0.41%	Added +406	+406 2.9%
64	WALMART INC COM WMT	WMT	58,907	$6.7m0.41%	0.41%	Reduced -3.2k	-3,165 -5.1%
65	SERVICENOW INC COM NOW	NOW	66,962	$6.6m0.41%	0.41%	Added +2.9k	+2,905 4.5%
66	TJX COS INC NEW COM TJX	TJX	43,849	$6.6m0.41%	0.41%	Reduced -867	-867 -1.9%
67	PEPSICO INC COM PEP	PEP	45,024	$6.1m0.37%	0.37%	Reduced -934	-934 -2.0%
68	CORNING INC COM GLW	GLW	23,739	$6.1m0.37%	0.37%	Reduced -7.0k	-7,006 -22.8%
69	CONSTELLATION SOFTWARE INC COM CNSWF	CNSWF	3,159	$6.0m0.37%	0.37%	Added +883	+883 38.8%
70	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	11,519	$5.8m0.35%	0.35%	Reduced -2.2k	-2,164 -15.8%
71	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	111,463	$5.7m0.35%	0.35%	Reduced -14.1k	-14,105 -11.2%
72	FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY EMLP	EMLP	128,718	$5.6m0.34%	0.34%	Reduced -31	-31 -0.0%
73	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	233,742	$5.5m0.34%	0.34%	Added +4.5k	+4,545 2.0%
74	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	120,402	$5.5m0.33%	0.33%	Reduced -8.8k	-8,752 -6.8%
75	ISHARES TR RUSSELL 2000 ETF IWM	IWM	17,750	$5.3m0.33%	0.33%	Reduced -470	-470 -2.6%
76	AUTODESK INC COM ADSK	ADSK	26,947	$5.2m0.32%	0.32%	Reduced -845	-845 -3.0%
77	MITSUBISHI HEAVY INDS FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS COM MHVIY	MHVIY	461,847	$5.2m0.32%	0.32%	New
78	GOLDMAN SACHS GROUP INC COM GS	GS	5,090	$5.1m0.32%	0.32%	Reduced -45	-45 -0.9%
79	TERADYNE INC COM TER	TER	10,342	$5.0m0.31%	0.31%	New
80	FIRST TR EXCH TRADED FD III PFD SECS INC ETF FPE	FPE	260,298	$4.7m0.29%	0.29%	Added +25.0k	+25,028 10.6%
81	AMPLIFY ETF TR AMPLIFY CYBERSEC HACK	HACK	43,494	$4.6m0.28%	0.28%	Reduced -500	-500 -1.1%
82	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	23,910	$4.6m0.28%	0.28%	Added +427	+427 1.8%
83	MCDONALDS CORP COM MCD	MCD	16,532	$4.5m0.27%	0.27%	Reduced -298	-298 -1.8%
84	QUEST DIAGNOSTICS INC COM DGX	DGX	20,823	$4.4m0.27%	0.27%	Reduced -302	-302 -1.4%
85	HERSHEY CO COM HSY	HSY	24,385	$4.3m0.26%	0.26%	Added +701	+701 3.0%
86	GRANITESHARES ETF TR BBG COMMD K 1 COMB	COMB	175,603	$4.2m0.26%	0.26%	Reduced -3.6k	-3,646 -2.0%
87	ISHARES TR CORE S&P500 ETF IVV	IVV	5,616	$4.2m0.26%	0.26%	Added +408	+408 7.8%
88	LVMH Moet Hennessy Louis Vuitt COM LVMUY	LVMUY	36,795	$4.1m0.25%	0.25%	Reduced -1.7k	-1,701 -4.4%
89	EXXON MOBIL CORP COM XOM	XOM	28,815	$3.9m0.24%	0.24%	Reduced -1.4k	-1,403 -4.6%
90	SPDR SERIES TRUST PORTFLI HIGH YLD SPHY	SPHY	155,989	$3.7m0.22%	0.22%	Added +10.8k	+10,849 7.5%
91	INVESCO EXCH TRADED FD TR II SR LN ETF BKLN	BKLN	169,946	$3.5m0.21%	0.21%	Added +8.5k	+8,451 5.2%
92	CME GROUP INC COM CME	CME	15,093	$3.3m0.20%	0.20%	Reduced -1.0k	-1,029 -6.4%
93	CRH PLC ORD CRH	CRH	30,408	$3.3m0.20%	0.20%	Reduced -2.9k	-2,885 -8.7%
94	AMERICAN TOWER CORP NEW COM AMT	AMT	19,185	$3.1m0.19%	0.19%	Reduced -636	-636 -3.2%
95	ISHARES TR MSCI EAFE ETF EFA	EFA	29,467	$3.1m0.19%	0.19%	Reduced -872	-872 -2.9%
96	AIR PRODS & CHEMS INC COM APD	APD	10,288	$3.0m0.18%	0.18%	Reduced -198	-198 -1.9%
97	CAPITAL ONE FINL CORP COM COF	COF	14,678	$2.9m0.18%	0.18%	Reduced -9	-9 -0.1%
98	TE CONNECTIVITY PLC ORD SHS TEL	TEL	14,340	$2.9m0.18%	0.18%	Reduced -605	-605 -4.0%
99	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	40,186	$2.9m0.18%	0.18%	Added +487	+487 1.2%
100	J P MORGAN EXCHANGE TRADED F DIVERSFED RTRN JPME	JPME	20,152	$2.5m0.15%	0.15%	Reduced -72.4k	-72,427 -78.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		7,730	$3.5m7.7k shares
NIKE INC NKE	NKE	32,804	$1.7m32.8k shares
DUPONT DE NEMOURS INC DWDP	DWDP	11,022	$1.5m11.0k shares
SCHWAB STRATEGIC TR SCHB	SCHB	15,655	$393.0k15.7k shares
VANGUARD WORLD FD VHT	VHT	1,099	$299.0k1.1k shares
SCHWAB STRATEGIC TR SCHM	SCHM	7,844	$243.0k7.8k shares
YUM CHINA HLDGS INC YUMC	YUMC	4,810	$235.0k4.8k shares
PFIZER INC PFE	PFE	8,052	$226.0k8.1k shares
LOWES COS INC LOW	LOW	954	$225.0k954 shares
INVESCO EXCH TRADED FD TR II SPLV	SPLV	2,863	$209.0k2.9k shares
MARVELL TECHNOLOGY INC MRVL	MRVL	2,033	$201.0k2.0k shares