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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 14 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FPX FIRST TR EXCHANGE-TRADED FD US 1,175.0 $242K 0.01% NEW $205.96 -10.7%
262 MDB MONGODB INC CL A Technology 712.0 $239K 0.01% NEW $335.67 +28.3%
263 VGK VANGUARD INTL EQUITY INDEX FDS 2,685.0 $238K 0.01% $88.64 +4.6%
264 SPYX SPDR SERIES TRUST ST STR SP500 3,855.0 $236K 0.01% NEW $61.22 +2.4%
265 SCHV SCHWAB STRATEGIC TR US LCAP VA 6,727.0 $234K 0.01% -304.0 -4.3% $34.79 +0.4%
266 IGM ISHARES TR EXPND TEC SC ETF 1,425.0 $233K 0.01% NEW $163.51 -2.8%
267 SHEL SHELL PLC SPON ADS Energy 3,000.0 $233K 0.01% -86.0 -2.8% $77.67 +20.2%
268 PH PARKER-HANNIFIN CORP COM Industrials 223.0 $218K 0.01% NEW $977.58 +2.5%
269 AON AON PLC SHS CL A Financial Services 645.0 $214K 0.01% $331.78 +7.0%
270 ACN ACCENTURE PLC IRELAND SHS CLAS Technology 1,720.0 $214K 0.01% -20.0 -1.1% $124.42 +48.9%
271 AME AMETEK INC COM Industrials 870.0 $210K 0.01% -97.0 -10.0% $241.38 -0.8%
272 MDYV SPDR SERIES TRUST ST STR SP400 2,214.0 $210K 0.01% NEW $94.85 +0.9%
273 HERO GLOBAL X FDS VDEO GAM ESPRT 8,307.0 $206K 0.01% -4K -31.7% $24.80 +10.6%
274 VSGX VANGUARD WORLD FD ESG INTL STK 2,470.0 $203K 0.01% NEW $82.19 +1.6%
275 CLIFTON MNG CO COM 25,000.0 $4K $0.16
Page 14 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%