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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 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FSMD FIDELITY COVINGTON TRUST SML M 166,023.0 $8.8M 0.54% NEW $52.85 -1.5%
2 AVSC AMERICAN CENTY ETF TR AVANTIS 117,484.0 $8.6M 0.53% NEW $73.34 +0.7%
3 MITSUBISHI HEAVY INDUSTRIES LT 461,847.0 $5.2M 0.32% NEW $11.28
4 TER TERADYNE INC COM Technology 10,342.0 $5.0M 0.31% NEW $483.85 -22.3%
5 HONEYWELL INTL INC COM 7,720.0 $1.7M 0.11% NEW $223.96
6 HONEYWELL AEROSPACE INC COM 7,453.0 $1.6M 0.10% NEW $221.12
7 DUPONT DE NEMOURS INC COMMON S 11,433.0 $1.6M 0.10% NEW $135.66
8 GPC GENUINE PARTS CO COM Consumer Cyclical 10,444.0 $1.2M 0.07% NEW $117.96 +13.6%
9 GPIQ GOLDMAN SACHS ETF TR NASDA 100 17,694.0 $1.0M 0.06% NEW $59.29 -4.4%
10 AMD ADVANCED MICRO DEVICES INC COM Technology 858.0 $498K 0.03% NEW $580.42 -18.5%
11 VXUS VANGUARD STAR FDS VG TL INTL S 5,673.0 $485K 0.03% NEW $85.49 +2.6%
12 VTEB VANGUARD MUN BD FDS TAX EXEMPT 8,765.0 $443K 0.03% NEW $50.54 -2.0%
13 AMAT APPLIED MATLS INC COM Technology 550.0 $398K 0.02% NEW $723.64 -32.0%
14 BND VANGUARD BD INDEX FDS TOTAL BN 5,055.0 $371K 0.02% NEW $73.39 -1.6%
15 LRCX LAM RESEARCH CORP COM NEW Technology 595.0 $258K 0.02% NEW $433.61 -27.6%
16 SMTH ALPS ETF TR SMITH CORE PLUS 10,000.0 $257K 0.02% NEW $25.70 -1.7%
17 RSPT INVESCO EXCHANGE TRADED FD TR 3,950.0 $255K 0.02% NEW $64.56 -0.8%
18 FPX FIRST TR EXCHANGE-TRADED FD US 1,175.0 $242K 0.01% NEW $205.96 -10.7%
19 MDB MONGODB INC CL A Technology 712.0 $239K 0.01% NEW $335.67 +28.3%
20 SPYX SPDR SERIES TRUST ST STR SP500 3,855.0 $236K 0.01% NEW $61.22 +2.4%
Page 1 of 2  ·  24 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%