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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 12 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BA BOEING CO COM Industrials 1,754.0 $380K 0.02% $216.65 -2.5%
222 IGV ISHARES TR EXPANDED TECH 4,160.0 $377K 0.02% -2K -34.4% $90.62 +13.6%
223 EEMV ISHARES INC MSCI EMERG MRKT 4,987.0 $375K 0.02% $75.20 -1.0%
224 BND VANGUARD BD INDEX FDS TOTAL BN 5,055.0 $371K 0.02% NEW $73.39 -1.4%
225 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 3,890.0 $358K 0.02% -249.0 -6.0% $92.03 -1.3%
226 FNDE SCHWAB STRATEGIC TR FUND EM EQ 8,980.0 $356K 0.02% +2K +23.8% $39.64 +5.1%
227 VBR VANGUARD INDEX FDS SM CP VAL E 1,456.0 $354K 0.02% -135.0 -8.5% $243.13 +2.6%
228 VTV VANGUARD INDEX FDS VALUE ETF 1,620.0 $353K 0.02% -300.0 -15.6% $217.90 +4.0%
229 NVT NVENT ELEC PLC SHS Industrials 2,045.0 $347K 0.02% $169.68 -10.3%
230 IYE ISHARES TR U.S. ENERGY ETF 6,089.0 $345K 0.02% $56.66 +18.1%
231 SATS ECHOSTAR CORP CL A Technology 3,389.0 $344K 0.02% +448.0 +15.2% $101.50 -14.3%
232 NEE NEXTERA ENERGY INC COM Utilities 3,881.0 $341K 0.02% -33.0 -0.8% $87.86 -4.9%
233 TSLA TESLA INC COM Consumer Cyclical 804.0 $338K 0.02% +17.0 +2.2% $420.40 -15.8%
234 ITW ILLINOIS TOOL WKS INC COM Industrials 1,240.0 $335K 0.02% -600.0 -32.6% $270.16 +5.4%
235 VZ VERIZON COMMUNICATIONS INC COM Communication Services 7,917.0 $335K 0.02% -200.0 -2.5% $42.31 +17.8%
236 T AT&T INC COM Communication Services 15,921.0 $330K 0.02% $20.73 +23.1%
237 IVE ISHARES TR S&P 500 VAL ETF 1,440.0 $327K 0.02% $227.08 +4.7%
238 CL COLGATE PALMOLIVE CO COM Consumer Defensive 3,561.0 $326K 0.02% -25.0 -0.7% $91.55 +0.6%
239 SO SOUTHERN CO COM Utilities 3,375.0 $323K 0.02% $95.70 -6.4%
240 SAMG SILVERCREST ASSET MGMT GROUP C Financial Services 31,650.0 $320K 0.02% $10.11 -0.1%
Page 12 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%