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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 10 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GLDM WORLD GOLD TR SPDR GLD MINIS Financial Services 7,848.0 $623K 0.04% +45.0 +0.6% $79.38 +15.5%
182 MMM 3M CO COM Industrials 3,818.0 $618K 0.04% -335.0 -8.1% $161.86 +10.5%
183 TRV TRAVELERS COMPANIES INC COM Financial Services 1,789.0 $591K 0.04% -115.0 -6.0% $330.35 +12.2%
184 IWN ISHARES TR RUS 2000 VAL ETF 2,654.0 $587K 0.04% $221.18 +1.3%
185 AFL AFLAC INC COM Financial Services 4,863.0 $570K 0.04% $117.21 +0.8%
186 PFFD GLOBAL X FDS US PFD ETF 30,355.0 $567K 0.04% -12K -28.2% $18.68 -1.6%
187 WM WASTE MGMT INC DEL COM Industrials 2,528.0 $563K 0.03% $222.71 +1.5%
188 IEFA ISHARES TR CORE MSCI EAFE 5,794.0 $560K 0.03% +158.0 +2.8% $96.65 +4.2%
189 YUM YUM BRANDS INC COM Consumer Cyclical 3,476.0 $556K 0.03% $159.95 -1.9%
190 EFAV ISHARES TR MSCI EAFE MIN VL 6,309.0 $553K 0.03% -104.0 -1.6% $87.65 +7.9%
191 SCHD SCHWAB STRATEGIC TR US DIVIDEN 17,420.0 $552K 0.03% -5K -23.2% $31.69 +11.0%
192 SBUX STARBUCKS CORP COM Consumer Cyclical 5,305.0 $542K 0.03% -125.0 -2.3% $102.17 +4.8%
193 JUST GOLDMAN SACHS ETF TR JUST US L 4,888.0 $522K 0.03% $106.79 +3.1%
194 AMD ADVANCED MICRO DEVICES INC COM Technology 858.0 $498K 0.03% NEW $580.42 -20.9%
195 IWS ISHARES TR RUS MDCP VAL ETF 2,946.0 $485K 0.03% $164.63 +4.3%
196 VXUS VANGUARD STAR FDS VG TL INTL S 5,673.0 $485K 0.03% NEW $85.49 +2.1%
197 Q QNITY ELECTRONICS INC COMMON S Technology 2,925.0 $478K 0.03% -71.0 -2.4% $163.42 -22.9%
198 SCHE SCHWAB STRATEGIC TR EMRG MKTEQ 13,164.0 $477K 0.03% +891.0 +7.3% $36.24 +1.2%
199 VUG VANGUARD INDEX FDS GROWTH ETF 5,394.0 $465K 0.03% +4K +500.0% $86.21 +1.1%
200 FNDA SCHWAB STRATEGIC TR FUNDAMENTA 12,106.0 $461K 0.03% +511.0 +4.4% $38.08 -1.5%
Page 10 of 14  ·  275 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%