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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 13 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 F FORD MTR CO COM Consumer Cyclical 22,505.0 $313K 0.02% $13.91 +0.1%
242 TMUS T-MOBILE US INC COM Communication Services 1,846.0 $310K 0.02% -142.0 -7.1% $167.93 +8.8%
243 CTVA CORTEVA INC COM Basic Materials 3,651.0 $309K 0.02% -42.0 -1.1% $84.63 -2.9%
244 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 1,476.0 $304K 0.02% $205.96 +9.1%
245 CRM SALESFORCE INC COM Technology 1,865.0 $292K 0.02% -95.0 -4.8% $156.57 +33.9%
246 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 6,789.0 $289K 0.02% -1K -13.1% $42.57 -1.8%
247 AKRE PROFESIONALLY MANAGED PORTFOLI 5,251.0 $279K 0.02% $53.13 +14.7%
248 XLB SELECT SECTOR SPDR TR ST STR M 5,411.0 $275K 0.02% +587.0 +12.2% $50.82 +5.0%
249 FBTC FIDELITY WISE ORIGIN BITCOIN F Financial Services 5,361.0 $274K 0.02% +492.0 +10.1% $51.11 +34.5%
250 VSS VANGUARD INTL EQUITY INDEX FDS 1,765.0 $272K 0.02% -500.0 -22.1% $154.11 +3.3%
251 NTRS NORTHERN TR CORP COM Financial Services 1,540.0 $268K 0.02% $174.03 +7.7%
252 CBT CABOT CORP COM Basic Materials 2,941.0 $267K 0.02% -22.0 -0.7% $90.79 -7.8%
253 FTV FORTIVE CORP COM Technology 4,365.0 $267K 0.02% $61.17 -1.2%
254 DON WISDOMTREE TR US MIDCAP DIVID 4,689.0 $265K 0.02% $56.52 +3.0%
255 VYM VANGUARD WHITEHALL FDS HIGH DI 1,673.0 $264K 0.02% -657.0 -28.2% $157.80 +4.6%
256 LRCX LAM RESEARCH CORP COM NEW Technology 595.0 $258K 0.02% NEW $433.61 -28.3%
257 SMTH ALPS ETF TR SMITH CORE PLUS 10,000.0 $257K 0.02% NEW $25.70 -1.5%
258 RSPT INVESCO EXCHANGE TRADED FD TR 3,950.0 $255K 0.02% NEW $64.56 -2.0%
259 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 970.0 $248K 0.01% $255.67 +31.3%
260 SPXE PROSHARES TR SP500 EX ENRGY 3,046.0 $246K 0.01% -70.0 -2.2% $80.76 +1.8%
Page 13 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%