13F

Investor

APPLETON PARTNERS INC/MA

CIK 0001055290 · filed 2026-01-09 · SEC filing

13F book

$1.52M

Positions

263

Largest name

6.1%

Apple Inc. · AAPL

Est. mark

—

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Apple Inc.AAPL341.7K$92.9K6.1%—Held
Microsoft CorpMSFT117.5K$56.8K3.7%—Held
Goldman Sachs Etf Tr—423.1K$56K3.7%—Held
Schwab Strategic Tr—1.85M$49.7K3.3%—Held
Alphabet Inc—138.3K$43.4K2.9%—Held
Amazon Com IncAMZN179.9K$41.5K2.7%—Held
Broadcom Inc.AVGO119.6K$41.4K2.7%—Held
Jpmorgan Chase & Co.—127.1K$41K2.7%—Held
Micron Technology IncMU117.7K$33.6K2.2%—Held
GE Vernova Inc.GEV43.3K$28.3K1.9%—Held
Visa Inc.V80.3K$28.2K1.9%—Held
Morgan Stanley—151.5K$26.9K1.8%—Held
Select Sector Spdr Tr—543.5K$24.3K1.6%—Held
J P Morgan Exchange Traded F—479.1K$24.2K1.6%—Held
Home Depot, Inc.HD65K$22.4K1.5%—Held
Meta Platforms, Inc.META33.5K$22.1K1.5%—Held
Schwab Strategic Tr—860.7K$20.7K1.4%—Held
Eli Lilly & CoLLY18.1K$19.5K1.3%—Held
Goldman Sachs Etf Tr—441.8K$19K1.3%—Held
Ishares Inc—266K$17.9K1.2%—Held
Welltower Inc.WELL93K$17.3K1.1%—Held
Berkshire Hathaway Inc Del—33.3K$16.7K1.1%—Held
Nvidia CorpNVDA87.7K$16.4K1.1%—Held
Intercontinental Exchange In—100.7K$16.3K1.1%—Held
Netflix IncNFLX170.6K$16K1.1%—Held
Intuit Inc.INTU23.6K$15.6K1.0%—Held
Alphabet Inc—49.6K$15.5K1.0%—Held
Blackstone Inc.BX98.8K$15.2K1.0%—Held
J P Morgan Exchange Traded F—263.7K$15.1K1.0%—Held
Spdr Series Trust—477K$14.7K1.0%—Held
Unitedhealth Group IncUNH42.9K$14.1K0.9%—Held
Spdr S&P 500 Etf Tr—20.5K$14K0.9%—Held
Danaher Corporation—55.9K$12.8K0.8%—Held
Gallagher Arthur J & Co—49.3K$12.8K0.8%—Held
Booking Holdings Inc.BKNG2.37K$12.7K0.8%—Held
Curtiss Wright CorpCW22.7K$12.5K0.8%—Held
Schwab Strategic Tr—438.2K$12.5K0.8%—Held
Ishares Tr—73.9K$12.5K0.8%—Held
Cadence Design System Inc—38.4K$12K0.8%—Held
Qxo Inc—613.9K$11.8K0.8%—Held
First Tr Exchange Traded Fd—162.5K$11.6K0.8%—Held
Kratos Defense & Sec Solutio—148.3K$11.3K0.7%—Held
Sherwin Williams CoSHW34.5K$11.2K0.7%—Held
Stryker CorpSYK30.5K$10.7K0.7%—Held
Verisk Analytics, Inc.VRSK47.2K$10.6K0.7%—Held
Disney Walt Co—92.2K$10.5K0.7%—Held
Evercore Inc.EVR30.7K$10.4K0.7%—Held
Vulcan Matls Co—36.3K$10.3K0.7%—Held
Spdr Series Trust—305.7K$10.3K0.7%—Held
J P Morgan Exchange Traded F—91.7K$9.97K0.7%—Held
Johnson & JohnsonJNJ47.2K$9.77K0.6%—Held
J P Morgan Exchange Traded F—190K$9.52K0.6%—Held
Roper Technologies IncROP21.3K$9.5K0.6%—Held
Monster Beverage Corp New—121.7K$9.33K0.6%—Held
Republic Svcs Inc—43.3K$9.17K0.6%—Held
Waste Connections, Inc.WCN51.9K$9.1K0.6%—Held
Costco Whsl Corp New—10.2K$8.82K0.6%—Held
Procter And Gamble CoPG61.2K$8.77K0.6%—Held
Spdr Series Trust—337.6K$8.69K0.6%—Held
Thermo Fisher Scientific Inc.TMO14.9K$8.63K0.6%—Held
Spotify Technology S.A.SPOT14.4K$8.34K0.5%—Held
ServiceNow, Inc.NOW53.9K$8.26K0.5%—Held
Autodesk, Inc.ADSK27.5K$8.13K0.5%—Held
AbbVie Inc.ABBV34.2K$7.81K0.5%—Held
Walmart Inc.WMT64.3K$7.16K0.5%—Held
Tjx Cos Inc New—45.8K$7.04K0.5%—Held
Solventum CorpSOLV88.4K$7.01K0.5%—Held
Ishares Tr—135.7K$6.79K0.4%—Held
Pepsico IncPEP47.2K$6.78K0.4%—Held
Palo Alto Networks IncPANW36.1K$6.65K0.4%—Held
J P Morgan Exchange Traded F—119.6K$6.09K0.4%—Held
Constellation Software Inc—2.48K$5.96K0.4%—Held
Lvmh Moet Hennessy Lou Vuitton—37.7K$5.71K0.4%—Held
Select Sector Spdr Tr—129.5K$5.53K0.4%—Held
Mcdonalds CorpMCD17.7K$5.4K0.4%—Held
First Tr Exchange-Traded Fd—128.6K$4.87K0.3%—Held
Schwab Strategic Tr—223.6K$4.67K0.3%—Held
Goldman Sachs Group Inc—5.22K$4.59K0.3%—Held
Ishares Tr—18.3K$4.5K0.3%—Held
Cme Group Inc.CME16.4K$4.48K0.3%—Held
Crh Plc—33.5K$4.17K0.3%—Held
Hershey CoHSY21.8K$3.96K0.3%—Held
Exxon Mobil Corp—31.5K$3.8K0.3%—Held
Capital One Finl Corp—15.3K$3.72K0.2%—Held
Graniteshares Etf Tr—176.1K$3.72K0.2%—Held
First Tr Exch Traded Fd Iii—203.9K$3.72K0.2%—Held
Amplify Etf Tr—45.6K$3.67K0.2%—Held
American Tower Corp New—20.8K$3.65K0.2%—Held
Quest Diagnostics IncDGX21K$3.64K0.2%—Held
Select Sector Spdr Tr—25.1K$3.61K0.2%—Held
Ishares Tr—5.23K$3.58K0.2%—Held
Te Connectivity PlcTEL15.1K$3.44K0.2%—Held
Rollins IncROL55.9K$3.35K0.2%—Held
State Srt Spdr Prtfl Hgh—139.6K$3.3K0.2%—Held
Invesco Exch Traded Fd Tr Ii—156.2K$3.28K0.2%—Held
Lockheed Martin CorpLMT6.42K$3.1K0.2%—Held
Medtronic PlcMDT32.2K$3.09K0.2%—Held
Northrop Grumman Corp—5.38K$3.06K0.2%—Held
Honeywell Intl Inc—15.3K$2.99K0.2%—Held
Ishares Tr—30.5K$2.93K0.2%—Held
Corning Inc—32.8K$2.87K0.2%—Held
Cintas CorpCTAS15K$2.83K0.2%—Held
Broadridge Finl Solutions In—12.1K$2.69K0.2%—Held
Vanguard Tax-Managed Fds—40.5K$2.53K0.2%—Held
Schwab Strategic Tr—69K$2.25K0.1%—Held
Air Prods & Chems Inc—8.89K$2.19K0.1%—Held
Sysco CorpSYY29.4K$2.17K0.1%—Held
Nintendo Ltd Adr—127.5K$2.15K0.1%—Held
Ishares Tr—22.1K$2.13K0.1%—Held
Bank America Corp—38.4K$2.11K0.1%—Held
NIKE, Inc.NKE32.9K$2.1K0.1%—Held
Automatic Data Processing In—8.1K$2.08K0.1%—Held
Watsco Inc—6.12K$2.06K0.1%—Held
Houlihan Lokey, Inc.HLI11.3K$1.96K0.1%—Held
Equinix IncEQIX2.49K$1.91K0.1%—Held
Zoetis Inc.ZTS15K$1.89K0.1%—Held
Abbott LabsABT13.9K$1.74K0.1%—Held
Amgen IncAMGN5.3K$1.74K0.1%—Held
Spdr Gold Tr—4.14K$1.64K0.1%—Held
Amphenol Corp New—11.7K$1.58K0.1%—Held
Vanguard Index Fds—5.44K$1.58K0.1%—Held
Select Sector Spdr Tr—28.6K$1.57K0.1%—Held
Cisco Sys Inc—20.3K$1.57K0.1%—Held
Ishares Tr—3.28K$1.55K0.1%—Held
Ishares Tr—4.64K$1.5K0.1%—Held
Vanguard Intl Equity Index F—20.1K$1.48K0.1%—Held
Invesco Qqq Tr—2.38K$1.47K0.1%—Held
Vanguard Index Fds—4.64K$1.46K0.1%—Held
Select Sector Spdr Tr—11.7K$1.38K0.1%—Held
Vanguard Index Fds—4.06K$1.36K0.1%—Held
DuPont de Nemours, Inc.DD32.3K$1.3K0.1%—Held
Ge Aerospace—3.96K$1.22K0.1%—Held
Vanguard Intl Equity Index F—22.7K$1.22K0.1%—Held
Oracle Corp—6.14K$1.2K0.1%—Held
Adobe Inc.ADBE3.35K$1.17K0.1%—Held
Vanguard World Fd—1.5K$1.13K0.1%—Held
Caterpillar IncCAT1.89K$1.08K0.1%—Held
Spdr Series Trust—8.53K$1.08K0.1%—Held
Verisign Inc—4.42K$1.07K0.1%—Held
Ishares Tr—15.9K$1.05K0.1%—Held
Global X Fds—55.5K$1.05K0.1%—Held
Mid-Amer Apt Cmntys Inc—7.33K$1.02K0.1%—Held
Comcast Corp New—33.8K$1.01K0.1%—Held
Wells Fargo Co New—10.7K$9960.1%—Held
Ishares Tr—16.8K$9210.1%—Held
Vanguard Specialized Funds—4.17K$9150.1%—Held
Ishares Tr—6.67K$9140.1%—Held
International Business Machs—3.03K$8970.1%—Held
Ishares Tr—6.18K$8730.1%—Held
RTX CorpRTX4.71K$8630.1%—Held
Ishares Gold Tr—10.5K$8540.1%—Held
Coca Cola CoKO12.1K$8440.1%—Held
Vanguard Index Fds—1.32K$8250.1%—Held
Vertex Pharmaceuticals Inc—1.81K$8200.1%—Held
Spdr Series Trust—5.86K$8150.1%—Held
Schwab Strategic Tr—29.3K$7970.1%—Held
Spdr Index Shs Fds—11.9K$7850.1%—Held
Spdr S&P Midcap 400 Etf Tr—1.3K$7840.1%—Held
Wabtec—3.66K$7820.1%—Held
Ishares Tr—16.7K$7760.1%—Held
Merck & Co., Inc.MRK7.3K$7680.1%—Held
Texas Instrs Inc—4.38K$7590.1%—Held
Berkshire Hathaway Inc Del—1$7550.1%—Held
Csx CorpCSX20.6K$7460.0%—Held
Accenture Plc Ireland—2.77K$7440.0%—Held
Union Pac Corp—3.08K$7110.0%—Held
Trane Technologies PlcTT1.76K$6830.0%—Held
3M COMMM4.2K$6720.0%—Held
Schwab Strategic Tr—14.7K$6630.0%—Held
World Gold Tr—7.6K$6490.0%—Held
Schwab Strategic Tr—22.8K$6260.0%—Held
Spdr Dow Jones Indl Average—1.29K$6190.0%—Held
Vanguard World Fd—5.06K$6120.0%—Held
Travelers Companies, Inc.TRV2.11K$6110.0%—Held
Intel CorpINTC16.5K$6070.0%—Held
Chubb Limited—1.94K$6060.0%—Held
Deere & CoDE1.23K$5750.0%—Held
Waste Mgmt Inc Del—2.55K$5600.0%—Held
Ishares Tr—6.45K$5570.0%—Held
Mondelez Intl Inc—10.2K$5510.0%—Held
Vanguard Index Fds—2.11K$5450.0%—Held
Yum Brands IncYUM3.59K$5420.0%—Held
Vanguard Intl Equity Index F—3.77K$5400.0%—Held
Salesforce, Inc.CRM2.04K$5390.0%—Held
Aflac IncAFL4.86K$5360.0%—Held
Archer-Daniels-Midland CoADM9.28K$5340.0%—Held
Valero Energy Corp—3.16K$5140.0%—Held
Ishares Tr—5.52K$4940.0%—Held
Ishares Tr—4.09K$4910.0%—Held
Silvercrest Asset Mgmt Group—31.6K$4810.0%—Held
Ishares Tr—2.65K$4810.0%—Held
Starbucks CorpSBUX5.66K$4770.0%—Held
Goldman Sachs Etf Tr—4.9K$4740.0%—Held
At&T Inc—19K$4710.0%—Held
Illinois Tool Wks Inc—1.87K$4610.0%—Held
Progressive Corp—2K$4550.0%—Held
Ishares Tr—4.66K$4430.0%—Held
Vanguard Growth Etf—899$4390.0%—Held
Cigna GroupCI1.59K$4380.0%—Held
Verizon Communications IncVZ10.7K$4370.0%—Held
Ishares Inc—3.58K$4250.0%—Held
Select Sector Spdr Tr—5.41K$4210.0%—Held
Schwab Strategic Tr—16K$4210.0%—Held
Ishares Tr—2.96K$4170.0%—Held
Chevron Corp NewCVX2.68K$4080.0%—Held
T-Mobile Us Inc—2K$4050.0%—Held
Wec Energy Group, Inc.WEC3.81K$4010.0%—Held
Schwab Strategic Tr—11.9K$3890.0%—Held
Ishares Tr—2.61K$3880.0%—Held
Tesla, Inc.TSLA858$3860.0%—Held
Oreilly Automotive Inc—4.21K$3840.0%—Held
Church & Dwight Co Inc—4.56K$3820.0%—Held
Boeing Co—1.74K$3780.0%—Held
Vanguard Index Fds—1.96K$3740.0%—Held
Schwab Strategic Tr—11.8K$3720.0%—Held
Darden Restaurants IncDRI1.99K$3650.0%—Held
Global X Fds—12.2K$3620.0%—Held
Brookfield Corp—7.81K$3580.0%—Held
Fidelity Wise Origin Bitcoin—4.53K$3460.0%—Held
Eog Res Inc—3.29K$3450.0%—Held
Ishares Tr—1.64K$3450.0%—Held
Profesionally Managed Portfo—5.25K$3440.0%—Held
Vanguard Index Fds—1.59K$3370.0%—Held
Vanguard Whitehall Fds—2.33K$3340.0%—Held
Colgate Palmolive CoCL4.07K$3220.0%—Held
Nextera Energy Inc—4K$3210.0%—Held
Ishares Inc—4.99K$3190.0%—Held
J P Morgan Exchange Traded F—5.44K$3160.0%—Held
Qnity Electronics, Inc.Q3.78K$3090.0%—Held
Nucor CorpNUE1.9K$3090.0%—Held
Ishares Tr—1.44K$3050.0%—Held
Ford Mtr Co—23K$3020.0%—Held
Vanguard World Fd—1.04K$2990.0%—Held
MongoDB, Inc.MDB712$2990.0%—Held
Invesco Exchange Traded Fd T—1.54K$2950.0%—Held
Southern Co—3.38K$2940.0%—Held
Ishares Tr—6.09K$2890.0%—Held
First Tr Exchange-Traded Fd—1.72K$2810.0%—Held
Expedia Group, Inc.EXPE990$2800.0%—Held
Schwab Strategic Tr—7.25K$2620.0%—Held
Fortive CorpFTV4.58K$2530.0%—Held
Corteva, Inc.CTVA3.65K$2450.0%—Held
Proshares Tr—3.32K$2450.0%—Held
Wisdomtree Tr—4.69K$2420.0%—Held
Schwab Strategic Tr—7.84K$2360.0%—Held
General Mls IncGIS5.01K$2330.0%—Held
Lowes Cos Inc—964$2320.0%—Held
Yum China Hldgs Inc—4.81K$2300.0%—Held
Aon plcAON645$2280.0%—Held
Shell Plc—3.09K$2270.0%—Held
Rli CorpRLI3.42K$2180.0%—Held
Nvent Electric PlcNVT2.12K$2160.0%—Held
Spdr Series Trust—2.49K$2110.0%—Held
Vanguard World Fd—1.09K$2100.0%—Held
Northern Tr Corp—1.54K$2100.0%—Held
Vanguard World Fd—2.92K$2090.0%—Held
Pfizer IncPFE8.38K$2090.0%—Held
Schwab Strategic Tr—7.03K$2080.0%—Held
Uber Technologies, IncUBER2.51K$2050.0%—Held
Vanguard Intl Equity Index F—2.45K$2050.0%—Held
Invesco Exch Traded Fd Tr Ii—2.86K$2040.0%—Held
Select Sector Spdr Tr—4.43K$2010.0%—Held
Clifton Mng Co Com—25K$30.0%—Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.