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Portfolio (Quarterly) Guide ↗

APPLETON PARTNERS INC/MA

· CIK 0001055290
13F Portfolio $1.5B AUM 263 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 263 New
Page 10 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VB VANGUARD INDEX FDS SMALL CP ET 2,112.0 $545K 0.04% NEW $258.05 +13.4%
182 YUM YUM BRANDS INC COM Consumer Cyclical 3,586.0 $542K 0.04% NEW $151.14 +0.7%
183 VSS VANGUARD INTL EQUITY INDEX FDS 3,765.0 $540K 0.04% NEW $143.43 +12.3%
184 CRM SALESFORCE INC COM Technology 2,036.0 $539K 0.04% NEW $264.73 -32.4%
185 AFL AFLAC INC COM Financial Services 4,863.0 $536K 0.04% NEW $110.22 +4.1%
186 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 9,282.0 $534K 0.04% NEW $57.53 +39.4%
187 VLO VALERO ENERGY CORP COM Energy 3,159.0 $514K 0.03% NEW $162.71 +49.1%
188 IEFA ISHARES TR CORE MSCI EAFE 5,521.0 $494K 0.03% NEW $89.48 +9.5%
189 IJR ISHARES TR CORE S&P SCP ETF 4,088.0 $491K 0.03% NEW $120.11 +16.1%
190 IWN ISHARES TR RUS 2000 VAL ETF 2,654.0 $481K 0.03% NEW $181.24 +18.3%
191 SAMG SILVERCREST ASSET MGMT GROUP I Financial Services 31,650.0 $481K 0.03% NEW $15.20 -26.1%
192 SBUX STARBUCKS CORP COM Consumer Cyclical 5,661.0 $477K 0.03% NEW $84.26 +20.3%
193 JUST GOLDMAN SACHS ETF TR JUST US L 4,903.0 $474K 0.03% NEW $96.68 +10.8%
194 T AT&T INC COM Communication Services 18,955.0 $471K 0.03% NEW $24.85 +0.5%
195 ITW ILLINOIS TOOL WKS INC COM Industrials 1,870.0 $461K 0.03% NEW $246.52 +1.7%
196 PGR PROGRESSIVE CORP COM Financial Services 1,997.0 $455K 0.03% NEW $227.84 -13.6%
197 ESGD ISHARES TR ESG AW MSCI EAFE 4,664.0 $443K 0.03% NEW $94.98 +9.0%
198 VUG VANGUARD INDEX FDS GROWTH ETF 899.0 $439K 0.03% NEW $488.32 -81.9%
199 CI THE CIGNA GROUP COM Healthcare 1,592.0 $438K 0.03% NEW $275.13 +3.5%
200 VZ VERIZON COMMUNICATIONS INC COM Communication Services 10,730.0 $437K 0.03% NEW $40.73 +19.3%
Page 10 of 14  ·  263 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 29.5%
Financial Services 18.2%
Communication Services 11.2%
Healthcare 9.9%
Industrials 9.4%
Consumer Cyclical 9.2%
Consumer Defensive 4.7%
Utilities 2.8%
Basic Materials 2.4%
Real Estate 2.3%