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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 5 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HACK AMPLIFY ETF TR AMPLIFY CYBERSE 43,494.0 $4.6M 0.28% -500.0 -1.1% $104.93 +6.4%
82 XLK SELECT SECTOR SPDR TR ST STR T 23,910.0 $4.6M 0.28% +427.0 +1.8% $190.51 -3.8%
83 MCD MCDONALDS CORP COM Consumer Cyclical 16,532.0 $4.5M 0.27% -298.0 -1.8% $270.32 +0.2%
84 DGX QUEST DIAGNOSTICS INC COM Healthcare 20,823.0 $4.4M 0.27% -302.0 -1.4% $211.93 +15.3%
85 HSY HERSHEY CO COM Consumer Defensive 24,385.0 $4.3M 0.26% +701.0 +3.0% $175.44 +6.3%
86 COMB GRANITESHARES ETF TR BBG COMMD 175,603.0 $4.2M 0.26% -4K -2.0% $24.08 +14.3%
87 IVV ISHARES TR CORE S&P500 ETF 5,616.0 $4.2M 0.26% +408.0 +7.8% $748.75 +2.7%
88 LVMH MOET HENNESSY LOUIS ADR 36,795.0 $4.1M 0.25% -2K -4.4% $110.69
89 XOM EXXON MOBIL CORP COM Energy 28,815.0 $3.9M 0.24% -1K -4.6% $136.73 +20.8%
90 SPHY SPDR SERIES TRUST ST PORT HIGH 155,989.0 $3.7M 0.22% +11K +7.5% $23.44 -0.6%
91 BKLN INVESCO EXCHANGE-TRADED FD TR 169,946.0 $3.5M 0.21% +8K +5.2% $20.37 +1.1%
92 CME CME GROUP INC COM Financial Services 15,093.0 $3.3M 0.20% -1K -6.4% $220.83 +24.5%
93 CRH PLC ORD 30,408.0 $3.3M 0.20% -3K -8.7% $107.01
94 AMT AMERICAN TOWER CORP COM Real Estate 19,185.0 $3.1M 0.19% -636.0 -3.2% $163.57 +7.5%
95 EFA ISHARES TR MSCI EAFE ETF 29,467.0 $3.1M 0.19% -872.0 -2.9% $103.88 +4.2%
96 APD AIR PRODUCTS AND CHEMICALS INC Basic Materials 10,288.0 $3.0M 0.18% -198.0 -1.9% $293.16 +4.1%
97 COF CAPITAL ONE FINL CORP COM Financial Services 14,678.0 $2.9M 0.18% $200.64 +8.6%
98 TEL TE CONNECTIVITY PLC ORD SHS Technology 14,340.0 $2.9M 0.18% -605.0 -4.0% $201.60 +1.0%
99 VEA VANGUARD TAX-MANAGED FDS VAN F 40,186.0 $2.9M 0.17% +487.0 +1.2% $71.24 +3.1%
100 JPME J P MORGAN EXCHANGE TRADED FD 20,152.0 $2.5M 0.15% -72K -78.2% $124.21 +3.0%
Page 5 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%