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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 11 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ESGD ISHARES TR ESG AW MSCI EAFE 4,386.0 $451K 0.03% $102.83 +4.2%
202 JEPQ J P MORGAN EXCHANGE TRADED FD 7,340.0 $451K 0.03% +1K +15.8% $61.44 -3.1%
203 VTEB VANGUARD MUN BD FDS TAX EXEMPT 8,765.0 $443K 0.03% NEW $50.54 -2.0%
204 WEC WEC ENERGY GROUP INC COM Utilities 3,782.0 $442K 0.03% -24.0 -0.6% $116.87 -7.9%
205 CI THE CIGNA GROUP COM Healthcare 1,592.0 $439K 0.03% $275.75 +0.7%
206 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 4,507.0 $437K 0.03% -50.0 -1.1% $96.96 +5.0%
207 ACWV ISHARES INC MSCI GBL MIN VOL 3,575.0 $430K 0.03% $120.28 +5.9%
208 NUE NUCOR CORP COM Basic Materials 1,897.0 $423K 0.03% $222.98 +9.5%
209 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 5,502.0 $420K 0.03% -4K -40.7% $76.34 +2.3%
210 PGR PROGRESSIVE CORP COM Financial Services 1,922.0 $420K 0.03% -69.0 -3.5% $218.52 +1.9%
211 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 7,250.0 $419K 0.03% -205.0 -2.8% $57.79 +11.8%
212 ADBE ADOBE INC COM Technology 2,029.0 $416K 0.03% -377.0 -15.7% $205.03 +34.7%
213 RSP INVESCO EXCHANGE TRADED FD TR 1,946.0 $414K 0.03% +326.0 +20.1% $212.74 +4.2%
214 CVX CHEVRON CORPORATION COM Energy 2,490.0 $413K 0.03% -141.0 -5.4% $165.86 +22.6%
215 XLP SELECT SECTOR SPDR TR ST STR S 4,855.0 $403K 0.03% -83.0 -1.7% $83.01 +5.0%
216 EOG EOG RES INC COM Energy 3,087.0 $400K 0.03% -198.0 -6.0% $129.58 +15.6%
217 CARR CARRIER GLOBAL CORPORATION COM Industrials 5,434.0 $399K 0.02% -200.0 -3.5% $73.43 -18.3%
218 AMAT APPLIED MATLS INC COM Technology 550.0 $398K 0.02% NEW $723.64 -32.7%
219 IWD ISHARES TR RUS 1000 VAL ETF 1,639.0 $397K 0.02% $242.22 +6.6%
220 ITOT ISHARES TR CORE S&P TTL STK 2,339.0 $384K 0.02% -15.0 -0.6% $164.17 +2.1%
Page 11 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%