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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 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INTU INTUIT COM Technology 7,918.0 $2.1M 0.13% -281.0 -3.4% $261.05 +41.7%
62 CAT CATERPILLAR INC COM Industrials 1,879.0 $2.0M 0.12% -14.0 -0.7% $1064.93 -23.8%
63 INTC INTEL CORP COM Technology 13,751.0 $1.9M 0.12% -440.0 -3.1% $139.63 -37.5%
64 APH AMPHENOL CORP CL A Technology 10,714.0 $1.9M 0.12% -633.0 -5.6% $176.31 -12.7%
65 AMGN AMGEN INC COM Healthcare 4,844.0 $1.8M 0.11% -238.0 -4.7% $362.10 +21.9%
66 ADP AUTOMATIC DATA PROCESSING INC Industrials 7,768.0 $1.7M 0.11% -79.0 -1.0% $224.00 +26.8%
67 QQQ INVESCO QQQ TR UNIT SER 1 Financial Services 2,315.0 $1.7M 0.10% -92.0 -3.8% $736.50 -3.9%
68 NINTENDO LTD UNSPON ADS 154,355.0 $1.6M 0.10% -9K -5.3% $10.48
69 VEU VANGUARD INTL EQUITY INDEX FDS 19,278.0 $1.6M 0.10% -200.0 -1.0% $83.77 +1.7%
70 BR BROADRIDGE FINL SOLUTIONS INC Technology 11,706.0 $1.6M 0.10% -431.0 -3.5% $136.94 +35.5%
71 XLF SELECT SECTOR SPDR TR ST STR F 27,111.0 $1.5M 0.09% -1K -3.9% $53.59 +8.6%
72 VTI VANGUARD INDEX FDS TOTAL STK M 3,819.0 $1.4M 0.09% -30.0 -0.8% $369.99 +2.0%
73 GE GE AEROSPACE COM NEW Industrials 3,654.0 $1.4M 0.08% -289.0 -7.3% $373.84 -8.6%
74 VWO VANGUARD INTL EQUITY INDEX FDS 22,327.0 $1.3M 0.08% -360.0 -1.6% $59.70 +0.4%
75 ROP ROPER TECHNOLOGIES INC COM Industrials 3,865.0 $1.3M 0.08% -273.0 -6.6% $338.42 +23.2%
76 SYY SYSCO CORP COM Consumer Defensive 15,094.0 $1.3M 0.08% -14K -48.3% $83.61 +0.5%
77 HLI HOULIHAN LOKEY INC CL A Financial Services 9,068.0 $1.2M 0.07% -491.0 -5.1% $134.10 -2.9%
78 XOP SPDR SERIES TRUST SP O&G EXPL 7,822.0 $1.2M 0.07% -85.0 -1.1% $154.31 +20.0%
79 ABT ABBOTT LABORATORIES COM Healthcare 13,214.0 $1.2M 0.07% -623.0 -4.5% $90.74 +28.6%
80 EEM ISHARES TR MSCI EMG MKT ETF 15,726.0 $1.1M 0.07% -910.0 -5.5% $68.42 -3.4%
Page 4 of 7  ·  137 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%