BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 6 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PFFD GLOBAL X FDS US PFD ETF 30,355.0 $567K 0.04% -12K -28.2% $18.68 -1.7%
102 EFAV ISHARES TR MSCI EAFE MIN VL 6,309.0 $553K 0.03% -104.0 -1.6% $87.65 +7.8%
103 SCHD SCHWAB STRATEGIC TR US DIVIDEN 17,420.0 $552K 0.03% -5K -23.2% $31.69 +11.0%
104 SBUX STARBUCKS CORP COM Consumer Cyclical 5,305.0 $542K 0.03% -125.0 -2.3% $102.17 +4.4%
105 Q QNITY ELECTRONICS INC COMMON S Technology 2,925.0 $478K 0.03% -71.0 -2.4% $163.42 -24.6%
106 WEC WEC ENERGY GROUP INC COM Utilities 3,782.0 $442K 0.03% -24.0 -0.6% $116.87 -8.9%
107 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 4,507.0 $437K 0.03% -50.0 -1.1% $96.96 +4.7%
108 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 5,502.0 $420K 0.03% -4K -40.7% $76.34 +3.8%
109 PGR PROGRESSIVE CORP COM Financial Services 1,922.0 $420K 0.03% -69.0 -3.5% $218.52 +2.5%
110 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 7,250.0 $419K 0.03% -205.0 -2.8% $57.79 +13.0%
111 ADBE ADOBE INC COM Technology 2,029.0 $416K 0.03% -377.0 -15.7% $205.03 +35.8%
112 CVX CHEVRON CORPORATION COM Energy 2,490.0 $413K 0.03% -141.0 -5.4% $165.86 +22.2%
113 XLP SELECT SECTOR SPDR TR ST STR S 4,855.0 $403K 0.03% -83.0 -1.7% $83.01 +5.1%
114 EOG EOG RES INC COM Energy 3,087.0 $400K 0.03% -198.0 -6.0% $129.58 +16.2%
115 CARR CARRIER GLOBAL CORPORATION COM Industrials 5,434.0 $399K 0.02% -200.0 -3.5% $73.43 -18.5%
116 ITOT ISHARES TR CORE S&P TTL STK 2,339.0 $384K 0.02% -15.0 -0.6% $164.17 +2.0%
117 IGV ISHARES TR EXPANDED TECH 4,160.0 $377K 0.02% -2K -34.4% $90.62 +13.9%
118 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 3,890.0 $358K 0.02% -249.0 -6.0% $92.03 -2.0%
119 VBR VANGUARD INDEX FDS SM CP VAL E 1,456.0 $354K 0.02% -135.0 -8.5% $243.13 +2.4%
120 VTV VANGUARD INDEX FDS VALUE ETF 1,620.0 $353K 0.02% -300.0 -15.6% $217.90 +3.8%
Page 6 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%