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APPLETON PARTNERS INC/MA
Period ended Sep 30, 2026 · Latest filing Oct 30, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,628,949
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC COM · CS · 037833100 · shares: $105,631
- MICRON TECHNOLOGY INC COM · CS · 595112103 · shares: $80,593
- GOLDMAN SACHS ETF TR ACTIVEBET · ETF · 381430503 · shares: $61,388
- MICROSOFT CORP COM · CS · 594918104 · shares: $61,283
- SCHWAB STRATEGIC TR US LRG CAP · ETF · 808524201 · shares: $56,270
- ALPHABET INC CAP STK CL C · CS · 02079K107 · shares: $45,678
- AMAZON COM INC COM · CS · 023135106 · shares: $43,845
- JPMORGAN CHASE & CO COM · CS · 46625H100 · shares: $40,141
- BROADCOM INC COM · CS · 11135F101 · shares: $38,749
- GE VERNOVA INC COM · CS · 36828A101 · shares: $34,260
Reported holdings
269 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC COM | CS | 037833100 | — | 317,190 shares | $105,631 |
| MICRON TECHNOLOGY INC COM | CS | 595112103 | — | 75,666 shares | $80,593 |
| GOLDMAN SACHS ETF TR ACTIVEBET | ETF | 381430503 | — | 423,245 shares | $61,388 |
| MICROSOFT CORP COM | CS | 594918104 | — | 119,483 shares | $61,283 |
| SCHWAB STRATEGIC TR US LRG CAP | ETF | 808524201 | — | 1,875,651 shares | $56,270 |
| ALPHABET INC CAP STK CL C | CS | 02079K107 | — | 134,055 shares | $45,678 |
| AMAZON COM INC COM | CS | 023135106 | — | 175,977 shares | $43,845 |
| JPMORGAN CHASE & CO COM | CS | 46625H100 | — | 121,333 shares | $40,141 |
| BROADCOM INC COM | CS | 11135F101 | — | 110,337 shares | $38,749 |
| GE VERNOVA INC COM | CS | 36828A101 | — | 36,044 shares | $34,260 |
| SELECT SECTOR SPDR TR ST STR E | CS | 81369Y506 | — | 549,410 shares | $33,789 |
| VISA INC COM CL A | CS | 92826C839 | — | 79,394 shares | $28,529 |
| MORGAN STANLEY COM NEW | CS | 617446448 | — | 139,796 shares | $26,293 |
| SCHWAB STRATEGIC TR INTL EQTY | ETF | 808524805 | — | 903,539 shares | $24,820 |
| ELI LILLY & CO COM | CS | 532457108 | — | 20,474 shares | $23,690 |
| WELLTOWER INC COM | CS | 95040Q104 | — | 97,240 shares | $22,389 |
| META PLATFORMS INC CL A | CS | 30303M102 | — | 30,271 shares | $21,952 |
| ISHARES INC CORE MSCI EMKT | ETF | 46434G103 | — | 266,836 shares | $21,656 |
| J P MORGAN EXCHANGE TRADED FD | ETF | 46641Q837 | — | 429,109 shares | $21,614 |
| NVIDIA CORPORATION COM | CS | 67066G104 | — | 94,481 shares | $21,577 |
| GOLDMAN SACHS ETF TR ACTIVEBET | ETF | 381430107 | — | 467,089 shares | $21,411 |
| SPDR SERIES TRUST ST STR RATE | ETF | 78468R200 | — | 673,574 shares | $20,773 |
| ISHARES TR ISHARES BIOTECH | CS | 464287556 | — | 79,752 shares | $16,790 |
| BERKSHIRE HATHAWAY INC | CS | 084670702 | — | 32,394 shares | $16,131 |
| FIRST TR EXCHANGE-TRADED FD II | CS | 33734X846 | — | 154,243 shares | $15,901 |
| INTERCONTINENTAL EXCHANGE INC | CS | 45866F104 | — | 103,614 shares | $15,752 |
| ALPHABET INC CAP STK CL A | CS | 02079K305 | — | 44,477 shares | $15,304 |
| SOLVENTUM CORP COM SHS | CS | 83444M101 | — | 172,139 shares | $15,174 |
| UNITEDHEALTH GROUP INC COM | CS | 91324P102 | — | 40,974 shares | $15,041 |
| J P MORGAN EXCHANGE TRADED FD | ETF | 46641Q332 | — | 265,571 shares | $14,930 |
| STATE STR SPDR S&P 500 ETF TR | ETF | 78462F103 | — | 19,134 shares | $14,592 |
| SCHWAB STRATEGIC TR US SML CAP | ETF | 808524607 | — | 418,368 shares | $13,651 |
| GLOBALFOUNDRIES INC ORDINARY S | CS | G39387108 | — | 279,144 shares | $13,377 |
| CADENCE DESIGN SYSTEMS INC | CS | 127387108 | — | 40,325 shares | $13,315 |
| NETFLIX INC. COM | CS | 64110L106 | — | 190,690 shares | $13,268 |
| PALO ALTO NETWORKS INC COM | CS | 697435105 | — | 32,375 shares | $12,863 |
| CURTISS WRIGHT CORP COM | CS | 231561101 | — | 23,112 shares | $12,569 |
| SPDR SERIES TRUST ST INTER BD | ETF | 78464A375 | — | 379,812 shares | $12,260 |
| DANAHER CORP DEL COM | CS | 235851102 | — | 53,995 shares | $11,963 |
| BLACKSTONE INC COM | CS | 09260D107 | — | 105,649 shares | $11,842 |
| JOHNSON & JOHNSON COM | CS | 478160104 | — | 44,537 shares | $11,791 |
| TERADYNE INC COM | CS | 880770102 | — | 29,408 shares | $11,790 |
| SHERWIN WILLIAMS CO COM | CS | 824348106 | — | 35,622 shares | $11,516 |
| MONSTER BEVERAGE CORP NEW COM | CS | 61174X109 | — | 261,178 shares | $10,870 |
| SPDR SERIES TRUST ST STR AGGRE | ETF | 78464A649 | — | 439,618 shares | $10,709 |
| DISNEY WALT CO COM | CS | 254687106 | — | 89,584 shares | $9,397 |
| VULCAN MATLS CO COM | CS | 929160109 | — | 38,065 shares | $9,312 |
| FIDELITY COVINGTON TRUST SML M | ETF | 316092527 | — | 180,461 shares | $8,873 |
| ABBVIE INC COM | CS | 00287Y109 | — | 33,904 shares | $8,869 |
| S&P GLOBAL INC COM | CS | 78409V104 | — | 22,445 shares | $8,854 |
| AMERICAN CENTY ETF TR AVANTIS | ETF | 025072323 | — | 125,606 shares | $8,684 |
| REPUBLIC SVCS INC COM | CS | 760759100 | — | 41,218 shares | $8,650 |
| WASTE CONNECTIONS INC COM | CS | 94106B101 | — | 55,438 shares | $8,534 |
| HOME DEPOT INC COM | CS | 437076102 | — | 29,248 shares | $8,321 |
| EVERCORE INC CLASS A | CS | 29977A105 | — | 32,259 shares | $8,307 |
| SERVICENOW INC COM | CS | 81762P102 | — | 60,721 shares | $8,137 |
| COSTCO WHOLESALE CORPORATION C | CS | 22160K105 | — | 8,842 shares | $8,050 |
| MITSUBISHI HEAVY INDUSTRIES LT | CS | 606793404 | — | 655,678 shares | $8,010 |
| ISHARES TR CORE INTL AGGR | ETF | 46435G672 | — | 159,168 shares | $7,831 |
| PROCTER & GAMBLE CO COM | CS | 742718109 | — | 51,923 shares | $7,543 |
| DOORDASH INC CL A | CS | 25809K105 | — | 40,187 shares | $7,376 |
| CONSTELLATION SOFTWARE INC COM | CS | 21037X100 | — | 3,536 shares | $7,168 |
| QXO INC COM NEW | CS | 82846H405 | — | 585,542 shares | $6,845 |
| REDDIT INC CL A | CS | 75734B100 | — | 47,865 shares | $6,818 |
| SPOTIFY TECHNOLOGY SA | CS | L8681T102 | — | 13,324 shares | $6,494 |
| THERMO FISHER SCIENTIFIC INC C | CS | 883556102 | — | 9,539 shares | $6,439 |
| VERISK ANALYTICS INC COM | CS | 92345Y106 | — | 37,486 shares | $6,292 |
| INTUITIVE SURGICAL INC COM NEW | CS | 46120E602 | — | 14,975 shares | $6,089 |
| WALMART INC COM | CS | 931142103 | — | 58,368 shares | $6,066 |
| J P MORGAN EXCHANGE TRADED FD | ETF | 46641Q654 | — | 113,873 shares | $5,757 |
| TJX COS INC NEW COM | CS | 872540109 | — | 43,194 shares | $5,715 |
| KRATOS DEFENSE & SECURITY SOLU | CS | 50077B207 | — | 132,823 shares | $5,670 |
| PEPSICO INC COM | CS | 713448108 | — | 44,443 shares | $5,632 |
| AUTODESK INC COM | CS | 052769106 | — | 25,652 shares | $5,361 |
| BOOKING HOLDINGS INC COM | CS | 09857L108 | — | 32,751 shares | $5,335 |
| FIRST TR EXCHANGE-TRADED FD IV | ETF | 33738D101 | — | 129,609 shares | $5,313 |
| SCHWAB STRATEGIC TR US REIT ET | ETF | 808524847 | — | 238,799 shares | $5,263 |
| AMPLIFY ETF TR AMPLIFY CYBERSE | CS | 032108664 | — | 43,164 shares | $5,233 |
| GRANITESHARES ETF TR BBG COMMD | ETF | 38747R108 | — | 176,636 shares | $4,921 |
| SELECT SECTOR SPDR TR ST STR U | CS | 81369Y886 | — | 122,258 shares | $4,822 |
| ISHARES TR RUSSELL 2000 ETF | ETF | 464287655 | — | 17,206 shares | $4,781 |
| FIRST TR EXCH TRADED FD III PF | ETF | 33739E108 | — | 278,450 shares | $4,748 |
| STRYKER CORPORATION COM | CS | 863667101 | — | 17,050 shares | $4,695 |
| EXXONMOBIL HOLDINGS CORP COM S | CS | 30233Q108 | — | 28,810 shares | $4,689 |
| SELECT SECTOR SPDR TR ST STR T | CS | 81369Y803 | — | 23,879 shares | $4,674 |
| GOLDMAN SACHS GROUP INC COM | CS | 38141G104 | — | 5,045 shares | $4,542 |
| QUEST DIAGNOSTICS INC COM | CS | 74834L100 | — | 18,821 shares | $4,387 |
| ISHARES TR CORE S&P500 ETF | ETF | 464287200 | — | 5,620 shares | $4,304 |
| CME GROUP INC COM | CS | 12572Q105 | — | 15,096 shares | $3,955 |
| MCDONALDS CORP COM | CS | 580135101 | — | 16,537 shares | $3,819 |
| HERSHEY CO COM | CS | 427866108 | — | 24,030 shares | $3,787 |
| SPDR SERIES TRUST ST PORT HIGH | ETF | 78468R606 | — | 163,762 shares | $3,699 |
| INVESCO EXCHANGE-TRADED FD TR | ETF | 46138G508 | — | 170,677 shares | $3,487 |
| ISHARES TR MSCI EAFE ETF | ETF | 464287465 | — | 29,672 shares | $3,083 |
| TE CONNECTIVITY PLC ORD SHS | CS | G87052109 | — | 14,420 shares | $3,044 |
| AMERICAN TOWER CORP COM | CS | 03027X100 | — | 18,427 shares | $3,016 |
| LVMH MOET HENNESSY LOUIS ADR | CS | 502441306 | — | 33,157 shares | $2,938 |
| VANGUARD TAX-MANAGED FDS VAN F | ETF | 921943858 | — | 39,686 shares | $2,802 |
| CINTAS CORP COM | CS | 172908105 | — | 14,324 shares | $2,794 |
| CAPITAL ONE FINL CORP COM | CS | 14040H105 | — | 13,878 shares | $2,679 |