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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) |
|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED FD | ETF | 46654Q203 | — | 7,740 shares | $474 |
| QNITY ELECTRONICS INC COMMON S | CS | 74743L100 | — | 3,745 shares | $471 |
| ISHARES TR ESG AW MSCI EAFE | ETF | 46435G516 | — | 4,386 shares | $452 |
| ISHARES TR EXPANDED TECH | ETF | 464287515 | — | 4,225 shares | $450 |
| YUM BRANDS INC COM | CS | 988498101 | — | 3,230 shares | $440 |
| ISHARES INC MSCI GBL MIN VOL | ETF | 464286525 | — | 3,575 shares | $439 |
| NUCOR CORP COM | CS | 670346105 | — | 1,872 shares | $438 |
| ARCHER DANIELS MIDLAND CO COM | CS | 039483102 | — | 5,502 shares | $437 |
| SELECT SECTOR SPDR TR ST STR S | CS | 81369Y308 | — | 5,415 shares | $436 |
| ADOBE INC COM | CS | 00724F101 | — | 1,813 shares | $435 |
| SALESFORCE INC COM | CS | 79466L302 | — | 1,867 shares | $429 |
| THE CIGNA GROUP COM | CS | 125523100 | — | 1,572 shares | $427 |
| INVESCO EXCHANGE TRADED FD TR | ETF | 46137V357 | — | 2,051 shares | $427 |
| SCHWAB STRATEGIC TR FUNDAMENTA | ETF | 808524763 | — | 11,915 shares | $417 |
| EOG RES INC COM | CS | 26875P101 | — | 3,010 shares | $415 |
| GLOBAL X FDS US PFD ETF | ETF | 37954Y657 | — | 23,185 shares | $408 |
| ISHARES TR RUS 1000 VAL ETF | ETF | 464287598 | — | 1,639 shares | $406 |
| PROGRESSIVE CORP COM | CS | 743315103 | — | 1,922 shares | $398 |
| ISHARES TR U.S. ENERGY ETF | ETF | 464287796 | — | 6,089 shares | $395 |
| FIDELITY WISE ORIGIN BITCOIN F | ETF | 315948109 | — | 5,328 shares | $387 |
| AT&T INC COM | CS | 00206R102 | — | 15,652 shares | $382 |
| WEC ENERGY GROUP INC COM | CS | 92939U106 | — | 3,782 shares | $381 |
| MONDELEZ INTL INC CL A | CS | 609207105 | — | 6,550 shares | $379 |
| ISHARES TR CORE S&P TTL STK | ETF | 464287150 | — | 2,269 shares | $377 |
| VANGUARD MUN BD FDS TAX EXEMPT | ETF | 922907746 | — | 7,892 shares | $374 |
| ISHARES INC MSCI EMERG MRKT | ETF | 464286533 | — | 4,987 shares | $369 |
| VERIZON COMMUNICATIONS INC COM | CS | 92343V104 | — | 7,929 shares | $364 |
| HONEYWELL AEROSPACE INC COM | CS | 43849R105 | — | 2,294 shares | $356 |
| VANGUARD INDEX FDS VALUE ETF | ETF | 922908744 | — | 1,620 shares | $350 |
| VANGUARD INDEX FDS SM CP VAL E | ETF | 922908611 | — | 1,456 shares | $336 |
| SILVERCREST ASSET MGMT GROUP C | CS | 828359109 | — | 31,650 shares | $334 |
| OREILLY AUTOMOTIVE INC COM | CS | 67103H107 | — | 3,890 shares | $332 |
| SCHWAB STRATEGIC TR FUND EM EQ | ETF | 808524730 | — | 7,902 shares | $331 |
| ISHARES TR S&P 500 VAL ETF | ETF | 464287408 | — | 1,440 shares | $329 |
| NVENT ELEC PLC SHS | CS | G6700G107 | — | 2,045 shares | $328 |
| CHURCH & DWIGHT CO INC COM | CS | 171340102 | — | 3,457 shares | $326 |
| SELECT SECTOR SPDR TR ST STR M | CS | 81369Y100 | — | 6,630 shares | $323 |
| ILLINOIS TOOL WKS INC COM | CS | 452308109 | — | 1,185 shares | $305 |
| CARRIER GLOBAL CORPORATION COM | CS | 14448C104 | — | 5,384 shares | $295 |
| NEXTERA ENERGY INC COM | CS | 65339F101 | — | 3,881 shares | $294 |
| BOEING CO COM | CS | 097023105 | — | 1,575 shares | $293 |
| DARDEN RESTAURANTS INC COM | CS | 237194105 | — | 1,476 shares | $285 |
| SHELL PLC SPON ADS | CS | 780259305 | — | 3,000 shares | $285 |
| CORTEVA INC COM | CS | 22052L104 | — | 3,651 shares | $284 |
| SOUTHERN CO COM | CS | 842587107 | — | 3,375 shares | $280 |
| TESLA INC COM | CS | 88160R101 | — | 781 shares | $277 |
| PROFESIONALLY MANAGED PORTFOLI | ETF | 74316P579 | — | 5,251 shares | $277 |
| COLGATE PALMOLIVE CO COM | CS | 194162103 | — | 3,221 shares | $275 |
| APPLIED MATLS INC COM | CS | 038222105 | — | 536 shares | $274 |
| T-MOBILE US INC COM | CS | 872590104 | — | 1,676 shares | $273 |
| FORD MTR CO COM | CS | 345370860 | — | 22,505 shares | $271 |
| NORTHERN TR CORP COM | CS | 665859104 | — | 1,540 shares | $261 |
| INVESCO EXCHANGE TRADED FD TR | ETF | 46137V282 | — | 3,950 shares | $260 |
| VANGUARD BD INDEX FDS TOTAL BN | ETF | 921937835 | — | 3,700 shares | $260 |
| WISDOMTREE TR US MIDCAP DIVID | ETF | 97717W505 | — | 4,689 shares | $253 |
| EXPEDIA GROUP INC COM NEW | CS | 30212P303 | — | 948 shares | $250 |
| MONGODB INC CL A | CS | 60937P106 | — | 712 shares | $248 |
| BROOKFIELD CORP CL A LTD VT SH | CS | 11271J107 | — | 6,787 shares | $247 |
| SPDR SERIES TRUST ST STR SP500 | ETF | 78468R796 | — | 3,855 shares | $241 |
| FORTIVE CORP COM | CS | 34959J108 | — | 4,365 shares | $239 |
| ISHARES TR EXPND TEC SC ETF | ETF | 464287549 | — | 1,410 shares | $238 |
| VANGUARD INTL EQUITY INDEX FDS | ETF | 922042874 | — | 2,685 shares | $233 |
| PROSHARES TR SP500 EX ENRGY | ETF | 74347B581 | — | 2,786 shares | $229 |
| CABOT CORP COM | CS | 127055101 | — | 2,941 shares | $226 |
| SCHWAB STRATEGIC TR US LCAP VA | ETF | 808524409 | — | 6,662 shares | $222 |
| AMETEK INC COM | CS | 031100100 | — | 870 shares | $216 |
| FIRST TR EXCHANGE-TRADED FD US | ETF | 336920103 | — | 1,175 shares | $209 |
| VANGUARD WORLD FD ESG INTL STK | ETF | 921910725 | — | 2,470 shares | $200 |
| CLIFTON MNG CO COM | CS | 186904108 | — | 25,000 shares | $4 |