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Portfolio (Quarterly) Guide ↗

APPLETON PARTNERS INC/MA

· CIK 0001055290
13F Portfolio $1.4B AUM 262 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 57 Added 124 Reduced 10 Exited
Page 5 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WFC WELLS FARGO CO NEW COM Financial Services 9,377.0 $747K 0.05% -1K -12.3% $79.66 -3.2%
82 UNP UNION PAC CORP COM Industrials 2,993.0 $726K 0.05% -82.0 -2.7% $242.57 +11.8%
83 IBM INTERNATIONAL BUSINESS MACHS C Technology 2,993.0 $725K 0.05% -34.0 -1.1% $242.23 +3.4%
84 FNDF SCHWAB STRATEGIC TR FUNDAMENTA 14,299.0 $700K 0.05% -357.0 -2.4% $48.95 +10.7%
85 SCHD SCHWAB STRATEGIC TR US DIVIDEN 22,678.0 $696K 0.05% -150.0 -0.7% $30.69 +6.5%
86 SDY SPDR SERIES TRUST STATE STREET 4,715.0 $688K 0.05% -1K -19.5% $145.92 +3.0%
87 DE DEERE & CO COM Industrials 1,196.0 $674K 0.05% -38.0 -3.1% $563.55 -6.4%
88 CB CHUBB LIMITED COM Financial Services 1,924.0 $627K 0.04% -16.0 -0.8% $325.88 -0.1%
89 INTC INTEL CORP COM Technology 14,191.0 $626K 0.04% -2K -13.7% $44.11 +182.0%
90 MMM 3M CO COM Industrials 4,153.0 $603K 0.04% -46.0 -1.1% $145.20 +6.6%
91 EFAV ISHARES TR MSCI EAFE MIN VL 6,413.0 $586K 0.04% -41.0 -0.6% $91.38 -0.4%
92 ADBE ADOBE INC COM Technology 2,406.0 $585K 0.04% -940.0 -28.1% $243.14 -1.1%
93 WM WASTE MGMT INC DEL COM Industrials 2,528.0 $581K 0.04% -20.0 -0.8% $229.83 -6.5%
94 TRV TRAVELERS COMPANIES INC COM Financial Services 1,904.0 $555K 0.04% -203.0 -9.6% $291.49 +4.6%
95 VB VANGUARD INDEX FDS SMALL CP ET 2,095.0 $549K 0.04% -17.0 -0.8% $262.05 +11.8%
96 CVX CHEVRON CORP NEW COM Energy 2,631.0 $544K 0.04% -45.0 -1.7% $206.77 -10.7%
97 YUM YUM BRANDS INC COM Consumer Cyclical 3,480.0 $541K 0.04% -106.0 -3.0% $155.46 -1.9%
98 SBUX STARBUCKS CORP COM Consumer Cyclical 5,430.0 $486K 0.03% -231.0 -4.1% $89.50 +13.3%
99 ITW ILLINOIS TOOL WKS INC COM Industrials 1,840.0 $479K 0.03% -30.0 -1.6% $260.33 -3.8%
100 T AT&T INC COM Communication Services 15,981.0 $463K 0.03% -3K -15.7% $28.97 -14.0%
Page 5 of 7  ·  124 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 28.7%
Financial Services 17.6%
Communication Services 11.1%
Healthcare 10.0%
Industrials 9.1%
Consumer Cyclical 8.2%
Consumer Defensive 5.3%
Utilities 3.9%
Basic Materials 2.7%
Real Estate 2.6%