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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) |
|---|---|---|---|---|---|
| CRH PLC ORD | CS | G25508105 | — | 31,502 shares | $2,608 |
| AIR PRODUCTS AND CHEMICALS INC | CS | 009158106 | — | 9,216 shares | $2,564 |
| MEDTRONIC PLC SHS | CS | G5960L103 | — | 29,348 shares | $2,532 |
| SCHWAB STRATEGIC TR US LCAP GR | ETF | 808524300 | — | 70,009 shares | $2,515 |
| EQUINIX INC COM | CS | 29444U700 | — | 2,245 shares | $2,271 |
| GOLDMAN SACHS ETF TR S&P 500 P | ETF | 38149W622 | — | 40,620 shares | $2,268 |
| ISHARES TR RUS MID CAP ETF | ETF | 464287499 | — | 21,007 shares | $2,242 |
| CISCO SYS INC COM | CS | 17275R102 | — | 19,379 shares | $2,086 |
| INTUIT COM | CS | 461202103 | — | 7,424 shares | $2,047 |
| AUTOMATIC DATA PROCESSING INC | CS | 053015103 | — | 7,768 shares | $2,005 |
| AMGEN INC COM | CS | 031162100 | — | 4,710 shares | $1,985 |
| BANK OF AMER CORP COM | CS | 060505104 | — | 36,215 shares | $1,971 |
| MID-AMER APT CMNTYS INC COM | CS | 59522J103 | — | 16,265 shares | $1,915 |
| GOLDMAN SACHS ETF TR NASDA 100 | ETF | 38149W630 | — | 32,846 shares | $1,904 |
| BROADRIDGE FINL SOLUTIONS INC | CS | 11133T103 | — | 11,437 shares | $1,843 |
| WATSCO INC COM | CS | 942622200 | — | 5,899 shares | $1,786 |
| AMPHENOL CORP CL A | CS | 032095101 | — | 21,060 shares | $1,775 |
| DUPONT DE NEMOURS INC COMMON S | CS | 26614N201 | — | 13,365 shares | $1,736 |
| J P MORGAN EXCHANGE TRADED FD | ETF | 46641Q886 | — | 14,480 shares | $1,722 |
| INVESCO QQQ TR UNIT SER 1 | ETF | 46090E103 | — | 2,315 shares | $1,713 |
| ISHARES TR RUS 2000 GRW ETF | ETF | 464287648 | — | 4,619 shares | $1,649 |
| INTEL CORP COM | CS | 458140100 | — | 13,634 shares | $1,639 |
| ISHARES TR RUS 1000 GRW ETF | ETF | 464287614 | — | 12,848 shares | $1,609 |
| VANGUARD INTL EQUITY INDEX FDS | ETF | 922042775 | — | 19,243 shares | $1,597 |
| VANGUARD INDEX FDS MRNGSTR MID | ETF | 922908629 | — | 20,266 shares | $1,589 |
| NINTENDO LTD UNSPON ADS | CS | 654445303 | — | 123,599 shares | $1,562 |
| VANGUARD INDEX FDS LARGE CAP E | ETF | 922908637 | — | 4,403 shares | $1,549 |
| HONEYWELL INTL INC COM | CS | 438516205 | — | 7,243 shares | $1,528 |
| CATERPILLAR INC COM | CS | 149123101 | — | 1,869 shares | $1,515 |
| SPDR GOLD TR GOLD SHS | ETF | 78463V107 | — | 3,845 shares | $1,464 |
| NORTHROP GRUMMAN CORP COM | CS | 666807102 | — | 2,991 shares | $1,446 |
| VANGUARD INDEX FDS TOTAL STK M | ETF | 922908769 | — | 3,779 shares | $1,414 |
| J P MORGAN EXCHANGE TRADED FD | ETF | 46641Q845 | — | 24,945 shares | $1,405 |
| SPDR SERIES TRUST SP O&G EXPL | CS | 78468R556 | — | 7,556 shares | $1,355 |
| VANGUARD WORLD FD INF TECH ETF | ETF | 92204A702 | — | 10,607 shares | $1,333 |
| SELECT SECTOR SPDR TR ST STR F | CS | 81369Y605 | — | 24,930 shares | $1,331 |
| ROLLINS INC COM | CS | 775711104 | — | 44,011 shares | $1,326 |
| GENUINE PARTS CO COM | CS | 372460105 | — | 10,474 shares | $1,317 |
| VANGUARD INTL EQUITY INDEX FDS | ETF | 922042858 | — | 22,007 shares | $1,305 |
| ROPER TECHNOLOGIES INC COM | CS | 776696106 | — | 3,725 shares | $1,302 |
| SELECT SECTOR SPDR TR ST STR S | CS | 81369Y852 | — | 10,845 shares | $1,203 |
| VERISIGN INC COM | CS | 92343E102 | — | 4,257 shares | $1,201 |
| ISHARES TR CORE S&P MCP ETF | ETF | 464287507 | — | 16,099 shares | $1,158 |
| ABBOTT LABORATORIES COM | CS | 002824100 | — | 11,598 shares | $1,146 |
| VALERO ENERGY CORP COM | CS | 91913Y100 | — | 2,944 shares | $1,141 |
| GE AEROSPACE COM NEW | CS | 369604301 | — | 3,644 shares | $1,138 |
| HOULIHAN LOKEY INC CL A | CS | 441593100 | — | 8,274 shares | $1,045 |
| WABTEC COM | CS | 929740108 | — | 3,626 shares | $1,041 |
| ISHARES TR MSCI EMG MKT ETF | ETF | 464287234 | — | 15,591 shares | $1,041 |
| MERCK & CO INC COM | CS | 58933Y105 | — | 7,050 shares | $1,024 |
| RTX CORPORATION COM | CS | 75513E101 | — | 5,478 shares | $1,017 |
| SCHWAB STRATEGIC TR FUNDAMENTA | ETF | 808524771 | — | 31,887 shares | $1,003 |
| COCA COLA CO COM | CS | 191216100 | — | 11,272 shares | $970 |
| CSX CORP COM | CS | 126408103 | — | 20,434 shares | $950 |
| LOCKHEED MARTIN CORP COM | CS | 539830109 | — | 1,855 shares | $945 |
| ISHARES TR SELECT DIVID ETF | ETF | 464287168 | — | 6,184 shares | $940 |
| ISHARES TR RUS MD CP GR ETF | ETF | 464287481 | — | 6,622 shares | $912 |
| VANGUARD SPECIALIZED FUNDS DIV | ETF | 921908844 | — | 3,801 shares | $887 |
| SCHWAB STRATEGIC TR FUNDAMENTA | ETF | 808524755 | — | 16,422 shares | $883 |
| SPDR INDEX SHS FDS ST STR MSCI | ETF | 78463X426 | — | 10,984 shares | $882 |
| VERTEX PHARMACEUTICALS INC | CS | 92532F100 | — | 1,680 shares | $878 |
| CORNING INC COM | CS | 219350105 | — | 5,628 shares | $865 |
| TRANE TECHNOLOGIES PLC SHS | CS | G8994E103 | — | 1,766 shares | $798 |
| ISHARES GOLD TRUST | ETF | 464285204 | — | 10,150 shares | $793 |
| COMCAST CORP NEW CL A | CS | 20030N101 | — | 36,339 shares | $791 |
| STATE STR SPDR S&P MIDCAP 400 | ETF | 78467Y107 | — | 1,180 shares | $775 |
| UNION PAC CORP COM | CS | 907818108 | — | 2,775 shares | $755 |
| BERKSHIRE HATHAWAY INC | CS | 084670108 | — | 1 shares | $747 |
| DEERE & CO COM | CS | 244199105 | — | 1,105 shares | $742 |
| VANGUARD INDEX FDS S&P 500 ETF | ETF | 922908363 | — | 1,053 shares | $738 |
| TEXAS INSTRS INC COM | CS | 882508104 | — | 2,607 shares | $730 |
| WELLS FARGO & CO COM | CS | 949746101 | — | 8,879 shares | $711 |
| VANGUARD WORLD FD ESG US STK E | ETF | 921910733 | — | 5,052 shares | $685 |
| ORACLE CORP COM | CS | 68389X105 | — | 4,979 shares | $684 |
| SPDR SERIES TRUST ST STR SP DI | ETF | 78464A763 | — | 4,590 shares | $672 |
| STATE STR SPDR DOW JONES INDL | ETF | 78467X109 | — | 1,289 shares | $656 |
| WORLD GOLD TR SPDR GLD MINIS | ETF | 98149E303 | — | 7,808 shares | $642 |
| TRAVELERS COMPANIES INC COM | CS | 89417E109 | — | 1,775 shares | $633 |
| ISHARES TR CORE S&P SCP ETF | ETF | 464287804 | — | 4,630 shares | $630 |
| ISHARES TR CORE MSCI EAFE | ETF | 46432F842 | — | 6,413 shares | $621 |
| ISHARES TR CORE UNIVRSL USD | ETF | 46434V613 | — | 14,058 shares | $620 |
| SYSCO CORP COM | CS | 871829107 | — | 7,887 shares | $615 |
| SCHWAB STRATEGIC TR US DIVIDEN | ETF | 808524797 | — | 18,625 shares | $606 |
| VANGUARD INDEX FDS SMALL CP ET | ETF | 922908751 | — | 2,110 shares | $600 |
| VANGUARD WHITEHALL FDS HIGH DI | ETF | 921946406 | — | 3,825 shares | $594 |
| CHEVRON CORPORATION COM | CS | 166764100 | — | 2,881 shares | $588 |
| CHUBB LIMITED COM | CS | H1467J104 | — | 1,780 shares | $579 |
| AFLAC INC COM | CS | 001055102 | — | 5,146 shares | $575 |
| 3M CO COM | CS | 88579Y101 | — | 3,413 shares | $560 |
| INTERNATIONAL BUSINESS MACHS C | CS | 459200101 | — | 2,546 shares | $560 |
| ISHARES TR MSCI EAFE MIN VL | ETF | 46429B689 | — | 6,084 shares | $554 |
| ISHARES TR RUS 2000 VAL ETF | ETF | 464287630 | — | 2,587 shares | $542 |
| SCHWAB STRATEGIC TR EMRG MKTEQ | ETF | 808524706 | — | 14,237 shares | $519 |
| ADVANCED MICRO DEVICES INC COM | CS | 007903107 | — | 832 shares | $509 |
| WASTE MGMT INC DEL COM | CS | 94106L109 | — | 2,478 shares | $505 |
| GOLDMAN SACHS ETF TR JUST US L | ETF | 381430396 | — | 4,588 shares | $500 |
| STARBUCKS CORP COM | CS | 855244109 | — | 5,265 shares | $495 |
| VANGUARD INDEX FDS GROWTH ETF | ETF | 922908736 | — | 5,394 shares | $486 |
| VANGUARD STAR FDS VG TL INTL S | ETF | 921909768 | — | 5,673 shares | $482 |
| ISHARES TR RUS MDCP VAL ETF | ETF | 464287473 | — | 2,946 shares | $474 |