Holders — by stockHoldings — by fund
APPLETON PARTNERS INC/MA
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001055290
$1.63B
disclosed book value
275
positions
5.8%
largest position share
Positions, as of 2026-06-30
top 100 of 275 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC COM | 329,859 | $95.4M | 5.8% |
| 2 | MUMICRON TECHNOLOGY INC COM | 80,158 | $92.5M | 5.7% |
| 3 | GSLCGOLDMAN SACHS ETF TR ACTIVEBET | 421,782 | $59.8M | 3.7% |
| 4 | SCHXSCHWAB STRATEGIC TR US LRG CAP | 1.9M | $54.8M | 3.4% |
| 5 | GOOGALPHABET INC CAP STK CL C | 136,098 | $48.1M | 2.9% |
| 6 | GEVGE VERNOVA INC COM | 38,422 | $45.1M | 2.8% |
| 7 | MSFTMICROSOFT CORP COM | 116,361 | $43.4M | 2.7% |
| 8 | AVGOBROADCOM INC COM | 112,946 | $42.7M | 2.6% |
| 9 | AMZNAMAZON COM INC COM | 177,012 | $42.2M | 2.6% |
| 10 | JPMJPMORGAN CHASE & CO COM | 124,463 | $40.7M | 2.5% |
| 11 | MSMORGAN STANLEY COM NEW | 139,249 | $29.1M | 1.8% |
| 12 | XLESELECT SECTOR SPDR TR ST STR E | 546,298 | $29.0M | 1.8% |
| 13 | VVISA INC COM CL A | 79,657 | $27.3M | 1.7% |
| 14 | SCHFSCHWAB STRATEGIC TR INTL EQTY | 891,546 | $24.7M | 1.5% |
| 15 | LLYELI LILLY & CO COM | 19,717 | $23.6M | 1.4% |
| 16 | JPSTJ P MORGAN EXCHANGE TRADED FD | 449,897 | $22.8M | 1.4% |
| 17 | GFSGLOBALFOUNDRIES INC ORDINARY S | 272,241 | $22.4M | 1.4% |
| 18 | WELLWELLTOWER INC COM | 98,216 | $22.3M | 1.4% |
| 19 | IEMGISHARES INC CORE MSCI EMKT | 265,013 | $22.0M | 1.3% |
| 20 | GSIEGOLDMAN SACHS ETF TR ACTIVEBET | 461,827 | $21.1M | 1.3% |
| 21 | METAMETA PLATFORMS INC CL A | 34,052 | $19.2M | 1.2% |
| 22 | NVDANVIDIA CORPORATION COM | 93,167 | $18.6M | 1.1% |
| 23 | UNHUNITEDHEALTH GROUP INC COM | 40,664 | $16.9M | 1% |
| 24 | CWCURTISS WRIGHT CORP COM | 22,183 | $16.8M | 1% |
| 25 | BRK/BBERKSHIRE HATHAWAY INC | 32,382 | $16.2M | 1% |
| 26 | GOOGLALPHABET INC CAP STK CL A | 45,047 | $16.1M | 1% |
| 27 | FLRNSPDR SERIES TRUST ST STR RATE | 506,531 | $15.6M | 1% |
| 28 | SCHASCHWAB STRATEGIC TR US SML CAP | 418,124 | $15.1M | 0.9% |
| 29 | JEPIJ P MORGAN EXCHANGE TRADED FD | 266,226 | $15.0M | 0.9% |
| 30 | CDNSCADENCE DESIGN SYSTEMS INC | 39,379 | $14.8M | 0.9% |
| 31 | SPYSTATE STR SPDR S&P 500 ETF TR | 19,653 | $14.7M | 0.9% |
| 32 | IBBISHARES TR ISHARES BIOTECH | 75,359 | $14.3M | 0.9% |
| 33 | CIBRFIRST TR EXCHANGE-TRADED FD II | 154,397 | $13.9M | 0.9% |
| 34 | NFLXNETFLIX INC. COM | 192,935 | $13.8M | 0.8% |
| 35 | ICEINTERCONTINENTAL EXCHANGE INC | 102,328 | $12.6M | 0.8% |
| 36 | SPIBSPDR SERIES TRUST ST INTER BD | 365,813 | $12.2M | 0.8% |
| 37 | BXBLACKSTONE INC COM | 103,558 | $12.2M | 0.7% |
| 38 | MNSTMONSTER BEVERAGE CORP NEW COM | 126,064 | $12.1M | 0.7% |
| 39 | SHWSHERWIN WILLIAMS CO COM | 35,179 | $12.1M | 0.7% |
| 40 | HDHOME DEPOT INC COM | 33,556 | $11.8M | 0.7% |
| 41 | JNJJOHNSON & JOHNSON COM | 45,874 | $11.7M | 0.7% |
| 42 | PANWPALO ALTO NETWORKS INC COM | 33,733 | $11.5M | 0.7% |
| 43 | BKNGBOOKING HOLDINGS INC COM | 64,020 | $11.4M | 0.7% |
| 44 | SOLVSOLVENTUM CORP COM SHS | 147,817 | $11.4M | 0.7% |
| 45 | QXOQXO INC COM NEW | 651,107 | $11.3M | 0.7% |
| 46 | VMCVULCAN MATLS CO COM | 37,503 | $11.1M | 0.7% |
| 47 | EVREVERCORE INC CLASS A | 32,222 | $11.0M | 0.7% |
| 48 | SPABSPDR SERIES TRUST ST STR AGGRE | 413,999 | $10.6M | 0.6% |
| 49 | SYKSTRYKER CORPORATION COM | 33,267 | $10.5M | 0.6% |
| 50 | DHRDANAHER CORP DEL COM | 54,777 | $10.4M | 0.6% |
| 51 | SPGIS&P GLOBAL INC COM | 22,607 | $9.2M | 0.6% |
| 52 | WCNWASTE CONNECTIONS INC COM | 54,277 | $9.0M | 0.6% |
| 53 | RSGREPUBLIC SVCS INC COM | 41,740 | $8.9M | 0.5% |
| 54 | DISDISNEY WALT CO COM | 91,189 | $8.8M | 0.5% |
| 55 | FSMDFIDELITY COVINGTON TRUST SML M | 166,023 | $8.8M | 0.5% |
| 56 | AVSCAMERICAN CENTY ETF TR AVANTIS | 117,484 | $8.6M | 0.5% |
| 57 | COSTCOSTCO WHOLESALE CORPORATION C | 9,181 | $8.6M | 0.5% |
| 58 | ABBVABBVIE INC COM | 34,054 | $8.6M | 0.5% |
| 59 | IAGGISHARES TR CORE INTL AGGR | 153,964 | $7.8M | 0.5% |
| 60 | PGPROCTER & GAMBLE CO COM | 52,716 | $7.7M | 0.5% |
| 61 | VRSKVERISK ANALYTICS INC COM | 42,860 | $7.7M | 0.5% |
| 62 | KTOSKRATOS DEFENSE & SECURITY SOLU | 149,089 | $7.4M | 0.5% |
| 63 | SPOTSPOTIFY TECHNOLOGY SA | 14,636 | $6.7M | 0.4% |
| 64 | WMTWALMART INC COM | 58,907 | $6.7M | 0.4% |
| 65 | NOWSERVICENOW INC COM | 66,962 | $6.6M | 0.4% |
| 66 | TJXTJX COS INC NEW COM | 43,849 | $6.6M | 0.4% |
| 67 | PEPPEPSICO INC COM | 45,024 | $6.1M | 0.4% |
| 68 | GLWCORNING INC COM | 23,739 | $6.1M | 0.4% |
| 69 | CNSWFCONSTELLATION SOFTWARE INC COM | 3,159 | $6.0M | 0.4% |
| 70 | TMOTHERMO FISHER SCIENTIFIC INC C | 11,519 | $5.8M | 0.4% |
| 71 | JMSTJ P MORGAN EXCHANGE TRADED FD | 111,463 | $5.7M | 0.3% |
| 72 | EMLPFIRST TR EXCHANGE-TRADED FD IV | 128,718 | $5.6M | 0.3% |
| 73 | SCHHSCHWAB STRATEGIC TR US REIT ET | 233,742 | $5.5M | 0.3% |
| 74 | XLUSELECT SECTOR SPDR TR ST STR U | 120,402 | $5.5M | 0.3% |
| 75 | IWMISHARES TR RUSSELL 2000 ETF | 17,750 | $5.3M | 0.3% |
| 76 | ADSKAUTODESK INC COM | 26,947 | $5.2M | 0.3% |
| 77 | MHVIYMITSUBISHI HEAVY INDUSTRIES LT | 461,847 | $5.2M | 0.3% |
| 78 | GSGOLDMAN SACHS GROUP INC COM | 5,090 | $5.1M | 0.3% |
| 79 | TERTERADYNE INC COM | 10,342 | $5.0M | 0.3% |
| 80 | FPEFIRST TR EXCH TRADED FD III PF | 260,298 | $4.7M | 0.3% |
| 81 | HACKAMPLIFY ETF TR AMPLIFY CYBERSE | 43,494 | $4.6M | 0.3% |
| 82 | XLKSELECT SECTOR SPDR TR ST STR T | 23,910 | $4.6M | 0.3% |
| 83 | MCDMCDONALDS CORP COM | 16,532 | $4.5M | 0.3% |
| 84 | DGXQUEST DIAGNOSTICS INC COM | 20,823 | $4.4M | 0.3% |
| 85 | HSYHERSHEY CO COM | 24,385 | $4.3M | 0.3% |
| 86 | COMBGRANITESHARES ETF TR BBG COMMD | 175,603 | $4.2M | 0.3% |
| 87 | IVVISHARES TR CORE S&P500 ETF | 5,616 | $4.2M | 0.3% |
| 88 | LVMUYLVMH MOET HENNESSY LOUIS ADR | 36,795 | $4.1M | 0.2% |
| 89 | XOMEXXON MOBIL CORP COM | 28,815 | $3.9M | 0.2% |
| 90 | SPHYSPDR SERIES TRUST ST PORT HIGH | 155,989 | $3.7M | 0.2% |
| 91 | BKLNINVESCO EXCHANGE-TRADED FD TR | 169,946 | $3.5M | 0.2% |
| 92 | CMECME GROUP INC COM | 15,093 | $3.3M | 0.2% |
| 93 | CRHCRH PLC ORD | 30,408 | $3.3M | 0.2% |
| 94 | AMTAMERICAN TOWER CORP COM | 19,185 | $3.1M | 0.2% |
| 95 | EFAISHARES TR MSCI EAFE ETF | 29,467 | $3.1M | 0.2% |
| 96 | APDAIR PRODUCTS AND CHEMICALS INC | 10,288 | $3.0M | 0.2% |
| 97 | COFCAPITAL ONE FINL CORP COM | 14,678 | $2.9M | 0.2% |
| 98 | TELTE CONNECTIVITY PLC ORD SHS | 14,340 | $2.9M | 0.2% |
| 99 | VEAVANGUARD TAX-MANAGED FDS VAN F | 40,186 | $2.9M | 0.2% |
| 100 | JPMEJ P MORGAN EXCHANGE TRADED FD | 20,152 | $2.5M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.