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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 7 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NEE NEXTERA ENERGY INC COM Utilities 3,881.0 $341K 0.02% -33.0 -0.8% $87.86 -4.8%
122 ITW ILLINOIS TOOL WKS INC COM Industrials 1,240.0 $335K 0.02% -600.0 -32.6% $270.16 +4.5%
123 VZ VERIZON COMMUNICATIONS INC COM Communication Services 7,917.0 $335K 0.02% -200.0 -2.5% $42.31 +16.9%
124 CL COLGATE PALMOLIVE CO COM Consumer Defensive 3,561.0 $326K 0.02% -25.0 -0.7% $91.55 -0.5%
125 TMUS T-MOBILE US INC COM Communication Services 1,846.0 $310K 0.02% -142.0 -7.1% $167.93 +9.0%
126 CTVA CORTEVA INC COM Basic Materials 3,651.0 $309K 0.02% -42.0 -1.1% $84.63 -3.4%
127 CRM SALESFORCE INC COM Technology 1,865.0 $292K 0.02% -95.0 -4.8% $156.57 +33.6%
128 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 6,789.0 $289K 0.02% -1K -13.1% $42.57 -2.1%
129 VSS VANGUARD INTL EQUITY INDEX FDS 1,765.0 $272K 0.02% -500.0 -22.1% $154.11 +3.9%
130 CBT CABOT CORP COM Basic Materials 2,941.0 $267K 0.02% -22.0 -0.7% $90.79 -6.2%
131 VYM VANGUARD WHITEHALL FDS HIGH DI 1,673.0 $264K 0.02% -657.0 -28.2% $157.80 +4.5%
132 SPXE PROSHARES TR SP500 EX ENRGY 3,046.0 $246K 0.01% -70.0 -2.2% $80.76 +2.0%
133 SCHV SCHWAB STRATEGIC TR US LCAP VA 6,727.0 $234K 0.01% -304.0 -4.3% $34.79 +0.4%
134 SHEL SHELL PLC SPON ADS Energy 3,000.0 $233K 0.01% -86.0 -2.8% $77.67 +20.2%
135 ACN ACCENTURE PLC IRELAND SHS CLAS Technology 1,720.0 $214K 0.01% -20.0 -1.1% $124.42 +48.9%
136 AME AMETEK INC COM Industrials 870.0 $210K 0.01% -97.0 -10.0% $241.38 -0.8%
137 HERO GLOBAL X FDS VDEO GAM ESPRT 8,307.0 $206K 0.01% -4K -31.7% $24.80 +10.6%
Page 7 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%