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Portfolio (Quarterly) Guide ↗

APPLETON PARTNERS INC/MA

· CIK 0001055290
13F Portfolio $1.6B AUM 275 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 66 Added 137 Reduced 11 Exited
Page 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWF ISHARES TR RUS 1000 GRW ETF 13,009.0 $1.6M 0.10% +10K +299.8% $124.14 -1.4%
42 NOC NORTHROP GRUMMAN CORP COM Industrials 2,956.0 $1.5M 0.09% +273.0 +10.2% $509.47 +8.2%
43 MAA MID-AMER APT CMNTYS INC COM Real Estate 10,051.0 $1.4M 0.09% +1K +12.6% $138.89 -5.5%
44 VGT VANGUARD WORLD FD INF TECH ETF 11,407.0 $1.4M 0.08% +10K +681.3% $119.49 -0.9%
45 GPIX GOLDMAN SACHS ETF TR S&P 500 P 24,142.0 $1.3M 0.08% +20K +442.5% $55.59 +0.9%
46 IJH ISHARES TR CORE S&P MCP ETF 16,226.0 $1.3M 0.08% +396.0 +2.5% $77.10 -0.4%
47 XLC SELECT SECTOR SPDR TR ST STR S 10,867.0 $1.2M 0.07% +577.0 +5.6% $107.11 +4.0%
48 MRK MERCK & CO INC COM Healthcare 7,307.0 $939K 0.06% +939.0 +14.8% $128.51 +18.7%
49 FNDX SCHWAB STRATEGIC TR FUNDAMENTA 29,565.0 $919K 0.06% +3K +9.5% $31.08 +4.7%
50 IBM INTERNATIONAL BUSINESS MACHS C Technology 3,052.0 $858K 0.05% +59.0 +2.0% $281.13 -16.2%
51 FNDF SCHWAB STRATEGIC TR FUNDAMENTA 15,601.0 $823K 0.05% +1K +9.1% $52.75 +5.9%
52 IUSB ISHARES TR CORE UNIVRSL USD 16,833.0 $777K 0.05% +143.0 +0.9% $46.16 -1.6%
53 IJR ISHARES TR CORE S&P SCP ETF 4,832.0 $717K 0.04% +761.0 +18.7% $148.39 -0.7%
54 VB VANGUARD INDEX FDS SMALL CP ET 2,125.0 $644K 0.04% +30.0 +1.4% $303.06 +0.6%
55 GLDM WORLD GOLD TR SPDR GLD MINIS Financial Services 7,848.0 $623K 0.04% +45.0 +0.6% $79.38 +15.0%
56 IEFA ISHARES TR CORE MSCI EAFE 5,794.0 $560K 0.03% +158.0 +2.8% $96.65 +4.3%
57 SCHE SCHWAB STRATEGIC TR EMRG MKTEQ 13,164.0 $477K 0.03% +891.0 +7.3% $36.24 +2.0%
58 VUG VANGUARD INDEX FDS GROWTH ETF 5,394.0 $465K 0.03% +4K +500.0% $86.21 +1.5%
59 FNDA SCHWAB STRATEGIC TR FUNDAMENTA 12,106.0 $461K 0.03% +511.0 +4.4% $38.08 -0.9%
60 JEPQ J P MORGAN EXCHANGE TRADED FD 7,340.0 $451K 0.03% +1K +15.8% $61.44 -2.6%
Page 3 of 4  ·  66 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.0%
Financial Services 17.1%
Healthcare 10.4%
Consumer Cyclical 7.8%
Industrials 7.8%
Communication Services 6.2%
Consumer Defensive 4.6%
Utilities 4.3%
Real Estate 2.7%
Basic Materials 2.5%