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
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 341.7K | $92.9K | 6.1% | — | Held |
| Microsoft Corp | MSFT | 117.5K | $56.8K | 3.7% | — | Held |
| Goldman Sachs Etf Tr | — | 423.1K | $56K | 3.7% | — | Held |
| Schwab Strategic Tr | — | 1.85M | $49.7K | 3.3% | — | Held |
| Alphabet Inc | — | 138.3K | $43.4K | 2.9% | — | Held |
| Amazon Com Inc | AMZN | 179.9K | $41.5K | 2.7% | — | Held |
| Broadcom Inc. | AVGO | 119.6K | $41.4K | 2.7% | — | Held |
| Jpmorgan Chase & Co. | — | 127.1K | $41K | 2.7% | — | Held |
| Micron Technology Inc | MU | 117.7K | $33.6K | 2.2% | — | Held |
| GE Vernova Inc. | GEV | 43.3K | $28.3K | 1.9% | — | Held |
| Visa Inc. | V | 80.3K | $28.2K | 1.9% | — | Held |
| Morgan Stanley | — | 151.5K | $26.9K | 1.8% | — | Held |
| Select Sector Spdr Tr | — | 543.5K | $24.3K | 1.6% | — | Held |
| J P Morgan Exchange Traded F | — | 479.1K | $24.2K | 1.6% | — | Held |
| Home Depot, Inc. | HD | 65K | $22.4K | 1.5% | — | Held |
| Meta Platforms, Inc. | META | 33.5K | $22.1K | 1.5% | — | Held |
| Schwab Strategic Tr | — | 860.7K | $20.7K | 1.4% | — | Held |
| Eli Lilly & Co | LLY | 18.1K | $19.5K | 1.3% | — | Held |
| Goldman Sachs Etf Tr | — | 441.8K | $19K | 1.3% | — | Held |
| Ishares Inc | — | 266K | $17.9K | 1.2% | — | Held |
| Welltower Inc. | WELL | 93K | $17.3K | 1.1% | — | Held |
| Berkshire Hathaway Inc Del | — | 33.3K | $16.7K | 1.1% | — | Held |
| Nvidia Corp | NVDA | 87.7K | $16.4K | 1.1% | — | Held |
| Intercontinental Exchange In | — | 100.7K | $16.3K | 1.1% | — | Held |
| Netflix Inc | NFLX | 170.6K | $16K | 1.1% | — | Held |
| Intuit Inc. | INTU | 23.6K | $15.6K | 1.0% | — | Held |
| Alphabet Inc | — | 49.6K | $15.5K | 1.0% | — | Held |
| Blackstone Inc. | BX | 98.8K | $15.2K | 1.0% | — | Held |
| J P Morgan Exchange Traded F | — | 263.7K | $15.1K | 1.0% | — | Held |
| Spdr Series Trust | — | 477K | $14.7K | 1.0% | — | Held |
| Unitedhealth Group Inc | UNH | 42.9K | $14.1K | 0.9% | — | Held |
| Spdr S&P 500 Etf Tr | — | 20.5K | $14K | 0.9% | — | Held |
| Danaher Corporation | — | 55.9K | $12.8K | 0.8% | — | Held |
| Gallagher Arthur J & Co | — | 49.3K | $12.8K | 0.8% | — | Held |
| Booking Holdings Inc. | BKNG | 2.37K | $12.7K | 0.8% | — | Held |
| Curtiss Wright Corp | CW | 22.7K | $12.5K | 0.8% | — | Held |
| Schwab Strategic Tr | — | 438.2K | $12.5K | 0.8% | — | Held |
| Ishares Tr | — | 73.9K | $12.5K | 0.8% | — | Held |
| Cadence Design System Inc | — | 38.4K | $12K | 0.8% | — | Held |
| Qxo Inc | — | 613.9K | $11.8K | 0.8% | — | Held |
| First Tr Exchange Traded Fd | — | 162.5K | $11.6K | 0.8% | — | Held |
| Kratos Defense & Sec Solutio | — | 148.3K | $11.3K | 0.7% | — | Held |
| Sherwin Williams Co | SHW | 34.5K | $11.2K | 0.7% | — | Held |
| Stryker Corp | SYK | 30.5K | $10.7K | 0.7% | — | Held |
| Verisk Analytics, Inc. | VRSK | 47.2K | $10.6K | 0.7% | — | Held |
| Disney Walt Co | — | 92.2K | $10.5K | 0.7% | — | Held |
| Evercore Inc. | EVR | 30.7K | $10.4K | 0.7% | — | Held |
| Vulcan Matls Co | — | 36.3K | $10.3K | 0.7% | — | Held |
| Spdr Series Trust | — | 305.7K | $10.3K | 0.7% | — | Held |
| J P Morgan Exchange Traded F | — | 91.7K | $9.97K | 0.7% | — | Held |
| Johnson & Johnson | JNJ | 47.2K | $9.77K | 0.6% | — | Held |
| J P Morgan Exchange Traded F | — | 190K | $9.52K | 0.6% | — | Held |
| Roper Technologies Inc | ROP | 21.3K | $9.5K | 0.6% | — | Held |
| Monster Beverage Corp New | — | 121.7K | $9.33K | 0.6% | — | Held |
| Republic Svcs Inc | — | 43.3K | $9.17K | 0.6% | — | Held |
| Waste Connections, Inc. | WCN | 51.9K | $9.1K | 0.6% | — | Held |
| Costco Whsl Corp New | — | 10.2K | $8.82K | 0.6% | — | Held |
| Procter And Gamble Co | PG | 61.2K | $8.77K | 0.6% | — | Held |
| Spdr Series Trust | — | 337.6K | $8.69K | 0.6% | — | Held |
| Thermo Fisher Scientific Inc. | TMO | 14.9K | $8.63K | 0.6% | — | Held |
| Spotify Technology S.A. | SPOT | 14.4K | $8.34K | 0.5% | — | Held |
| ServiceNow, Inc. | NOW | 53.9K | $8.26K | 0.5% | — | Held |
| Autodesk, Inc. | ADSK | 27.5K | $8.13K | 0.5% | — | Held |
| AbbVie Inc. | ABBV | 34.2K | $7.81K | 0.5% | — | Held |
| Walmart Inc. | WMT | 64.3K | $7.16K | 0.5% | — | Held |
| Tjx Cos Inc New | — | 45.8K | $7.04K | 0.5% | — | Held |
| Solventum Corp | SOLV | 88.4K | $7.01K | 0.5% | — | Held |
| Ishares Tr | — | 135.7K | $6.79K | 0.4% | — | Held |
| Pepsico Inc | PEP | 47.2K | $6.78K | 0.4% | — | Held |
| Palo Alto Networks Inc | PANW | 36.1K | $6.65K | 0.4% | — | Held |
| J P Morgan Exchange Traded F | — | 119.6K | $6.09K | 0.4% | — | Held |
| Constellation Software Inc | — | 2.48K | $5.96K | 0.4% | — | Held |
| Lvmh Moet Hennessy Lou Vuitton | — | 37.7K | $5.71K | 0.4% | — | Held |
| Select Sector Spdr Tr | — | 129.5K | $5.53K | 0.4% | — | Held |
| Mcdonalds Corp | MCD | 17.7K | $5.4K | 0.4% | — | Held |
| First Tr Exchange-Traded Fd | — | 128.6K | $4.87K | 0.3% | — | Held |
| Schwab Strategic Tr | — | 223.6K | $4.67K | 0.3% | — | Held |
| Goldman Sachs Group Inc | — | 5.22K | $4.59K | 0.3% | — | Held |
| Ishares Tr | — | 18.3K | $4.5K | 0.3% | — | Held |
| Cme Group Inc. | CME | 16.4K | $4.48K | 0.3% | — | Held |
| Crh Plc | — | 33.5K | $4.17K | 0.3% | — | Held |
| Hershey Co | HSY | 21.8K | $3.96K | 0.3% | — | Held |
| Exxon Mobil Corp | — | 31.5K | $3.8K | 0.3% | — | Held |
| Capital One Finl Corp | — | 15.3K | $3.72K | 0.2% | — | Held |
| Graniteshares Etf Tr | — | 176.1K | $3.72K | 0.2% | — | Held |
| First Tr Exch Traded Fd Iii | — | 203.9K | $3.72K | 0.2% | — | Held |
| Amplify Etf Tr | — | 45.6K | $3.67K | 0.2% | — | Held |
| American Tower Corp New | — | 20.8K | $3.65K | 0.2% | — | Held |
| Quest Diagnostics Inc | DGX | 21K | $3.64K | 0.2% | — | Held |
| Select Sector Spdr Tr | — | 25.1K | $3.61K | 0.2% | — | Held |
| Ishares Tr | — | 5.23K | $3.58K | 0.2% | — | Held |
| Te Connectivity Plc | TEL | 15.1K | $3.44K | 0.2% | — | Held |
| Rollins Inc | ROL | 55.9K | $3.35K | 0.2% | — | Held |
| State Srt Spdr Prtfl Hgh | — | 139.6K | $3.3K | 0.2% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 156.2K | $3.28K | 0.2% | — | Held |
| Lockheed Martin Corp | LMT | 6.42K | $3.1K | 0.2% | — | Held |
| Medtronic Plc | MDT | 32.2K | $3.09K | 0.2% | — | Held |
| Northrop Grumman Corp | — | 5.38K | $3.06K | 0.2% | — | Held |
| Honeywell Intl Inc | — | 15.3K | $2.99K | 0.2% | — | Held |
| Ishares Tr | — | 30.5K | $2.93K | 0.2% | — | Held |
| Corning Inc | — | 32.8K | $2.87K | 0.2% | — | Held |
| Cintas Corp | CTAS | 15K | $2.83K | 0.2% | — | Held |
| Broadridge Finl Solutions In | — | 12.1K | $2.69K | 0.2% | — | Held |
| Vanguard Tax-Managed Fds | — | 40.5K | $2.53K | 0.2% | — | Held |
| Schwab Strategic Tr | — | 69K | $2.25K | 0.1% | — | Held |
| Air Prods & Chems Inc | — | 8.89K | $2.19K | 0.1% | — | Held |
| Sysco Corp | SYY | 29.4K | $2.17K | 0.1% | — | Held |
| Nintendo Ltd Adr | — | 127.5K | $2.15K | 0.1% | — | Held |
| Ishares Tr | — | 22.1K | $2.13K | 0.1% | — | Held |
| Bank America Corp | — | 38.4K | $2.11K | 0.1% | — | Held |
| NIKE, Inc. | NKE | 32.9K | $2.1K | 0.1% | — | Held |
| Automatic Data Processing In | — | 8.1K | $2.08K | 0.1% | — | Held |
| Watsco Inc | — | 6.12K | $2.06K | 0.1% | — | Held |
| Houlihan Lokey, Inc. | HLI | 11.3K | $1.96K | 0.1% | — | Held |
| Equinix Inc | EQIX | 2.49K | $1.91K | 0.1% | — | Held |
| Zoetis Inc. | ZTS | 15K | $1.89K | 0.1% | — | Held |
| Abbott Labs | ABT | 13.9K | $1.74K | 0.1% | — | Held |
| Amgen Inc | AMGN | 5.3K | $1.74K | 0.1% | — | Held |
| Spdr Gold Tr | — | 4.14K | $1.64K | 0.1% | — | Held |
| Amphenol Corp New | — | 11.7K | $1.58K | 0.1% | — | Held |
| Vanguard Index Fds | — | 5.44K | $1.58K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 28.6K | $1.57K | 0.1% | — | Held |
| Cisco Sys Inc | — | 20.3K | $1.57K | 0.1% | — | Held |
| Ishares Tr | — | 3.28K | $1.55K | 0.1% | — | Held |
| Ishares Tr | — | 4.64K | $1.5K | 0.1% | — | Held |
| Vanguard Intl Equity Index F | — | 20.1K | $1.48K | 0.1% | — | Held |
| Invesco Qqq Tr | — | 2.38K | $1.47K | 0.1% | — | Held |
| Vanguard Index Fds | — | 4.64K | $1.46K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 11.7K | $1.38K | 0.1% | — | Held |
| Vanguard Index Fds | — | 4.06K | $1.36K | 0.1% | — | Held |
| DuPont de Nemours, Inc. | DD | 32.3K | $1.3K | 0.1% | — | Held |
| Ge Aerospace | — | 3.96K | $1.22K | 0.1% | — | Held |
| Vanguard Intl Equity Index F | — | 22.7K | $1.22K | 0.1% | — | Held |
| Oracle Corp | — | 6.14K | $1.2K | 0.1% | — | Held |
| Adobe Inc. | ADBE | 3.35K | $1.17K | 0.1% | — | Held |
| Vanguard World Fd | — | 1.5K | $1.13K | 0.1% | — | Held |
| Caterpillar Inc | CAT | 1.89K | $1.08K | 0.1% | — | Held |
| Spdr Series Trust | — | 8.53K | $1.08K | 0.1% | — | Held |
| Verisign Inc | — | 4.42K | $1.07K | 0.1% | — | Held |
| Ishares Tr | — | 15.9K | $1.05K | 0.1% | — | Held |
| Global X Fds | — | 55.5K | $1.05K | 0.1% | — | Held |
| Mid-Amer Apt Cmntys Inc | — | 7.33K | $1.02K | 0.1% | — | Held |
| Comcast Corp New | — | 33.8K | $1.01K | 0.1% | — | Held |
| Wells Fargo Co New | — | 10.7K | $996 | 0.1% | — | Held |
| Ishares Tr | — | 16.8K | $921 | 0.1% | — | Held |
| Vanguard Specialized Funds | — | 4.17K | $915 | 0.1% | — | Held |
| Ishares Tr | — | 6.67K | $914 | 0.1% | — | Held |
| International Business Machs | — | 3.03K | $897 | 0.1% | — | Held |
| Ishares Tr | — | 6.18K | $873 | 0.1% | — | Held |
| RTX Corp | RTX | 4.71K | $863 | 0.1% | — | Held |
| Ishares Gold Tr | — | 10.5K | $854 | 0.1% | — | Held |
| Coca Cola Co | KO | 12.1K | $844 | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.32K | $825 | 0.1% | — | Held |
| Vertex Pharmaceuticals Inc | — | 1.81K | $820 | 0.1% | — | Held |
| Spdr Series Trust | — | 5.86K | $815 | 0.1% | — | Held |
| Schwab Strategic Tr | — | 29.3K | $797 | 0.1% | — | Held |
| Spdr Index Shs Fds | — | 11.9K | $785 | 0.1% | — | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 1.3K | $784 | 0.1% | — | Held |
| Wabtec | — | 3.66K | $782 | 0.1% | — | Held |
| Ishares Tr | — | 16.7K | $776 | 0.1% | — | Held |
| Merck & Co., Inc. | MRK | 7.3K | $768 | 0.1% | — | Held |
| Texas Instrs Inc | — | 4.38K | $759 | 0.1% | — | Held |
| Berkshire Hathaway Inc Del | — | 1 | $755 | 0.1% | — | Held |
| Csx Corp | CSX | 20.6K | $746 | 0.0% | — | Held |
| Accenture Plc Ireland | — | 2.77K | $744 | 0.0% | — | Held |
| Union Pac Corp | — | 3.08K | $711 | 0.0% | — | Held |
| Trane Technologies Plc | TT | 1.76K | $683 | 0.0% | — | Held |
| 3M CO | MMM | 4.2K | $672 | 0.0% | — | Held |
| Schwab Strategic Tr | — | 14.7K | $663 | 0.0% | — | Held |
| World Gold Tr | — | 7.6K | $649 | 0.0% | — | Held |
| Schwab Strategic Tr | — | 22.8K | $626 | 0.0% | — | Held |
| Spdr Dow Jones Indl Average | — | 1.29K | $619 | 0.0% | — | Held |
| Vanguard World Fd | — | 5.06K | $612 | 0.0% | — | Held |
| Travelers Companies, Inc. | TRV | 2.11K | $611 | 0.0% | — | Held |
| Intel Corp | INTC | 16.5K | $607 | 0.0% | — | Held |
| Chubb Limited | — | 1.94K | $606 | 0.0% | — | Held |
| Deere & Co | DE | 1.23K | $575 | 0.0% | — | Held |
| Waste Mgmt Inc Del | — | 2.55K | $560 | 0.0% | — | Held |
| Ishares Tr | — | 6.45K | $557 | 0.0% | — | Held |
| Mondelez Intl Inc | — | 10.2K | $551 | 0.0% | — | Held |
| Vanguard Index Fds | — | 2.11K | $545 | 0.0% | — | Held |
| Yum Brands Inc | YUM | 3.59K | $542 | 0.0% | — | Held |
| Vanguard Intl Equity Index F | — | 3.77K | $540 | 0.0% | — | Held |
| Salesforce, Inc. | CRM | 2.04K | $539 | 0.0% | — | Held |
| Aflac Inc | AFL | 4.86K | $536 | 0.0% | — | Held |
| Archer-Daniels-Midland Co | ADM | 9.28K | $534 | 0.0% | — | Held |
| Valero Energy Corp | — | 3.16K | $514 | 0.0% | — | Held |
| Ishares Tr | — | 5.52K | $494 | 0.0% | — | Held |
| Ishares Tr | — | 4.09K | $491 | 0.0% | — | Held |
| Silvercrest Asset Mgmt Group | — | 31.6K | $481 | 0.0% | — | Held |
| Ishares Tr | — | 2.65K | $481 | 0.0% | — | Held |
| Starbucks Corp | SBUX | 5.66K | $477 | 0.0% | — | Held |
| Goldman Sachs Etf Tr | — | 4.9K | $474 | 0.0% | — | Held |
| At&T Inc | — | 19K | $471 | 0.0% | — | Held |
| Illinois Tool Wks Inc | — | 1.87K | $461 | 0.0% | — | Held |
| Progressive Corp | — | 2K | $455 | 0.0% | — | Held |
| Ishares Tr | — | 4.66K | $443 | 0.0% | — | Held |
| Vanguard Growth Etf | — | 899 | $439 | 0.0% | — | Held |
| Cigna Group | CI | 1.59K | $438 | 0.0% | — | Held |
| Verizon Communications Inc | VZ | 10.7K | $437 | 0.0% | — | Held |
| Ishares Inc | — | 3.58K | $425 | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 5.41K | $421 | 0.0% | — | Held |
| Schwab Strategic Tr | — | 16K | $421 | 0.0% | — | Held |
| Ishares Tr | — | 2.96K | $417 | 0.0% | — | Held |
| Chevron Corp New | CVX | 2.68K | $408 | 0.0% | — | Held |
| T-Mobile Us Inc | — | 2K | $405 | 0.0% | — | Held |
| Wec Energy Group, Inc. | WEC | 3.81K | $401 | 0.0% | — | Held |
| Schwab Strategic Tr | — | 11.9K | $389 | 0.0% | — | Held |
| Ishares Tr | — | 2.61K | $388 | 0.0% | — | Held |
| Tesla, Inc. | TSLA | 858 | $386 | 0.0% | — | Held |
| Oreilly Automotive Inc | — | 4.21K | $384 | 0.0% | — | Held |
| Church & Dwight Co Inc | — | 4.56K | $382 | 0.0% | — | Held |
| Boeing Co | — | 1.74K | $378 | 0.0% | — | Held |
| Vanguard Index Fds | — | 1.96K | $374 | 0.0% | — | Held |
| Schwab Strategic Tr | — | 11.8K | $372 | 0.0% | — | Held |
| Darden Restaurants Inc | DRI | 1.99K | $365 | 0.0% | — | Held |
| Global X Fds | — | 12.2K | $362 | 0.0% | — | Held |
| Brookfield Corp | — | 7.81K | $358 | 0.0% | — | Held |
| Fidelity Wise Origin Bitcoin | — | 4.53K | $346 | 0.0% | — | Held |
| Eog Res Inc | — | 3.29K | $345 | 0.0% | — | Held |
| Ishares Tr | — | 1.64K | $345 | 0.0% | — | Held |
| Profesionally Managed Portfo | — | 5.25K | $344 | 0.0% | — | Held |
| Vanguard Index Fds | — | 1.59K | $337 | 0.0% | — | Held |
| Vanguard Whitehall Fds | — | 2.33K | $334 | 0.0% | — | Held |
| Colgate Palmolive Co | CL | 4.07K | $322 | 0.0% | — | Held |
| Nextera Energy Inc | — | 4K | $321 | 0.0% | — | Held |
| Ishares Inc | — | 4.99K | $319 | 0.0% | — | Held |
| J P Morgan Exchange Traded F | — | 5.44K | $316 | 0.0% | — | Held |
| Qnity Electronics, Inc. | Q | 3.78K | $309 | 0.0% | — | Held |
| Nucor Corp | NUE | 1.9K | $309 | 0.0% | — | Held |
| Ishares Tr | — | 1.44K | $305 | 0.0% | — | Held |
| Ford Mtr Co | — | 23K | $302 | 0.0% | — | Held |
| Vanguard World Fd | — | 1.04K | $299 | 0.0% | — | Held |
| MongoDB, Inc. | MDB | 712 | $299 | 0.0% | — | Held |
| Invesco Exchange Traded Fd T | — | 1.54K | $295 | 0.0% | — | Held |
| Southern Co | — | 3.38K | $294 | 0.0% | — | Held |
| Ishares Tr | — | 6.09K | $289 | 0.0% | — | Held |
| First Tr Exchange-Traded Fd | — | 1.72K | $281 | 0.0% | — | Held |
| Expedia Group, Inc. | EXPE | 990 | $280 | 0.0% | — | Held |
| Schwab Strategic Tr | — | 7.25K | $262 | 0.0% | — | Held |
| Fortive Corp | FTV | 4.58K | $253 | 0.0% | — | Held |
| Corteva, Inc. | CTVA | 3.65K | $245 | 0.0% | — | Held |
| Proshares Tr | — | 3.32K | $245 | 0.0% | — | Held |
| Wisdomtree Tr | — | 4.69K | $242 | 0.0% | — | Held |
| Schwab Strategic Tr | — | 7.84K | $236 | 0.0% | — | Held |
| General Mls Inc | GIS | 5.01K | $233 | 0.0% | — | Held |
| Lowes Cos Inc | — | 964 | $232 | 0.0% | — | Held |
| Yum China Hldgs Inc | — | 4.81K | $230 | 0.0% | — | Held |
| Aon plc | AON | 645 | $228 | 0.0% | — | Held |
| Shell Plc | — | 3.09K | $227 | 0.0% | — | Held |
| Rli Corp | RLI | 3.42K | $218 | 0.0% | — | Held |
| Nvent Electric Plc | NVT | 2.12K | $216 | 0.0% | — | Held |
| Spdr Series Trust | — | 2.49K | $211 | 0.0% | — | Held |
| Vanguard World Fd | — | 1.09K | $210 | 0.0% | — | Held |
| Northern Tr Corp | — | 1.54K | $210 | 0.0% | — | Held |
| Vanguard World Fd | — | 2.92K | $209 | 0.0% | — | Held |
| Pfizer Inc | PFE | 8.38K | $209 | 0.0% | — | Held |
| Schwab Strategic Tr | — | 7.03K | $208 | 0.0% | — | Held |
| Uber Technologies, Inc | UBER | 2.51K | $205 | 0.0% | — | Held |
| Vanguard Intl Equity Index F | — | 2.45K | $205 | 0.0% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 2.86K | $204 | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 4.43K | $201 | 0.0% | — | Held |
| Clifton Mng Co Com | — | 25K | $3 | 0.0% | — | 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.