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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

$1.6M

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

#IssuerSharesValue% of book
1AAPLAPPLE INC COM329,859$95,4485.8%
2MUMICRON TECHNOLOGY INC COM80,158$92,5265.7%
3GSLCGOLDMAN SACHS ETF TR ACTIVEBET421,782$59,8473.7%
4SCHXSCHWAB STRATEGIC TR US LRG CAP1.9M$54,8313.4%
5GOOGALPHABET INC CAP STK CL C136,098$48,0882.9%
6GEVGE VERNOVA INC COM38,422$45,1412.8%
7MSFTMICROSOFT CORP COM116,361$43,4052.7%
8AVGOBROADCOM INC COM112,946$42,6652.6%
9AMZNAMAZON COM INC COM177,012$42,1892.6%
10JPMJPMORGAN CHASE & CO COM124,463$40,7402.5%
11MSMORGAN STANLEY COM NEW139,249$29,1091.8%
12XLESELECT SECTOR SPDR TR ST STR E546,298$29,0141.8%
13VVISA INC COM CL A79,657$27,3301.7%
14SCHFSCHWAB STRATEGIC TR INTL EQTY891,546$24,6961.5%
15LLYELI LILLY & CO COM19,717$23,6491.4%
16JPSTJ P MORGAN EXCHANGE TRADED FD449,897$22,7511.4%
17GLOBALFOUNDRIES INC ORDINARY S272,241$22,4351.4%
18WELLWELLTOWER INC COM98,216$22,2921.4%
19IEMGISHARES INC CORE MSCI EMKT265,013$21,9541.3%
20GSIEGOLDMAN SACHS ETF TR ACTIVEBET461,827$21,1061.3%
21METAMETA PLATFORMS INC CL A34,052$19,1811.2%
22NVDANVIDIA CORPORATION COM93,167$18,6421.1%
23UNHUNITEDHEALTH GROUP INC COM40,664$16,9011%
24CWCURTISS WRIGHT CORP COM22,183$16,8091%
25BRK/BBERKSHIRE HATHAWAY INC32,382$16,2041%
26GOOGLALPHABET INC CAP STK CL A45,047$16,0991%
27FLRNSPDR SERIES TRUST ST STR RATE506,531$15,6261%
28SCHASCHWAB STRATEGIC TR US SML CAP418,124$15,1070.9%
29JEPIJ P MORGAN EXCHANGE TRADED FD266,226$15,0360.9%
30CDNSCADENCE DESIGN SYSTEMS INC39,379$14,7800.9%
31SPYSTATE STR SPDR S&P 500 ETF TR19,653$14,6760.9%
32IBBISHARES TR ISHARES BIOTECH75,359$14,3330.9%
33CIBRFIRST TR EXCHANGE-TRADED FD II154,397$13,8730.9%
34NFLXNETFLIX INC. COM192,935$13,7760.8%
35ICEINTERCONTINENTAL EXCHANGE INC102,328$12,5980.8%
36SPIBSPDR SERIES TRUST ST INTER BD365,813$12,2400.8%
37BXBLACKSTONE INC COM103,558$12,1860.7%
38MNSTMONSTER BEVERAGE CORP NEW COM126,064$12,1170.7%
39SHWSHERWIN WILLIAMS CO COM35,179$12,1130.7%
40HDHOME DEPOT INC COM33,556$11,8350.7%
41JNJJOHNSON & JOHNSON COM45,874$11,6510.7%
42PANWPALO ALTO NETWORKS INC COM33,733$11,5040.7%
43BKNGBOOKING HOLDINGS INC COM64,020$11,4110.7%
44SOLVSOLVENTUM CORP COM SHS147,817$11,4040.7%
45QXOQXO INC COM NEW651,107$11,2510.7%
46VMCVULCAN MATLS CO COM37,503$11,0640.7%
47EVREVERCORE INC CLASS A32,222$11,0020.7%
48SPABSPDR SERIES TRUST ST STR AGGRE413,999$10,5650.6%
49SYKSTRYKER CORPORATION COM33,267$10,4740.6%
50DHRDANAHER CORP DEL COM54,777$10,4340.6%
51SPGIS&P GLOBAL INC COM22,607$9,2070.6%
52WCNWASTE CONNECTIONS INC COM54,277$9,0470.6%
53RSGREPUBLIC SVCS INC COM41,740$8,8940.5%
54DISDISNEY WALT CO COM91,189$8,7770.5%
55FSMDFIDELITY COVINGTON TRUST SML M166,023$8,7740.5%
56AVSCAMERICAN CENTY ETF TR AVANTIS117,484$8,6160.5%
57COSTCOSTCO WHOLESALE CORPORATION C9,181$8,5890.5%
58ABBVABBVIE INC COM34,054$8,5690.5%
59IAGGISHARES TR CORE INTL AGGR153,964$7,7910.5%
60PGPROCTER & GAMBLE CO COM52,716$7,7300.5%
61VRSKVERISK ANALYTICS INC COM42,860$7,6950.5%
62KTOSKRATOS DEFENSE & SECURITY SOLU149,089$7,4340.5%
63SPOTIFY TECHNOLOGY SA14,636$6,7200.4%
64WMTWALMART INC COM58,907$6,6720.4%
65NOWSERVICENOW INC COM66,962$6,6480.4%
66TJXTJX COS INC NEW COM43,849$6,6430.4%
67PEPPEPSICO INC COM45,024$6,0960.4%
68GLWCORNING INC COM23,739$6,0640.4%
69CNSWFCONSTELLATION SOFTWARE INC COM3,159$5,9640.4%
70TMOTHERMO FISHER SCIENTIFIC INC C11,519$5,7750.4%
71JMSTJ P MORGAN EXCHANGE TRADED FD111,463$5,6850.3%
72EMLPFIRST TR EXCHANGE-TRADED FD IV128,718$5,5990.3%
73SCHHSCHWAB STRATEGIC TR US REIT ET233,742$5,5350.3%
74XLUSELECT SECTOR SPDR TR ST STR U120,402$5,4590.3%
75IWMISHARES TR RUSSELL 2000 ETF17,750$5,3330.3%
76ADSKAUTODESK INC COM26,947$5,2390.3%
77MHVIYMITSUBISHI HEAVY INDUSTRIES LT461,847$5,2090.3%
78GSGOLDMAN SACHS GROUP INC COM5,090$5,1480.3%
79TERTERADYNE INC COM10,342$5,0040.3%
80FPEFIRST TR EXCH TRADED FD III PF260,298$4,6540.3%
81HACKAMPLIFY ETF TR AMPLIFY CYBERSE43,494$4,5640.3%
82XLKSELECT SECTOR SPDR TR ST STR T23,910$4,5550.3%
83MCDMCDONALDS CORP COM16,532$4,4690.3%
84DGXQUEST DIAGNOSTICS INC COM20,823$4,4130.3%
85HSYHERSHEY CO COM24,385$4,2780.3%
86COMBGRANITESHARES ETF TR BBG COMMD175,603$4,2290.3%
87IVVISHARES TR CORE S&P500 ETF5,616$4,2050.3%
88LVMUYLVMH MOET HENNESSY LOUIS ADR36,795$4,0730.2%
89EXMOCEXXON MOBIL CORP COM28,815$3,9400.2%
90SPHYSPDR SERIES TRUST ST PORT HIGH155,989$3,6560.2%
91BKLNINVESCO EXCHANGE-TRADED FD TR169,946$3,4620.2%
92CMECME GROUP INC COM15,093$3,3330.2%
93CRH PLC ORD30,408$3,2540.2%
94AMTAMERICAN TOWER CORP COM19,185$3,1380.2%
95EFAISHARES TR MSCI EAFE ETF29,467$3,0610.2%
96APDAIR PRODUCTS AND CHEMICALS INC10,288$3,0160.2%
97COFCAPITAL ONE FINL CORP COM14,678$2,9450.2%
98TE CONNECTIVITY PLC ORD SHS14,340$2,8910.2%
99VEAVANGUARD TAX-MANAGED FDS VAN F40,186$2,8630.2%
100JPMEJ P MORGAN EXCHANGE TRADED FD20,152$2,5030.2%

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.

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