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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 7 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VO VANGUARD INDEX FDS MID CAP ETF 20,246.0 $1.6M 0.10% +15K +277.5% $80.56 +2.6%
122 NINTENDO LTD UNSPON ADS 154,355.0 $1.6M 0.10% -9K -5.3% $10.48
123 IWF ISHARES TR RUS 1000 GRW ETF 13,009.0 $1.6M 0.10% +10K +299.8% $124.14 -2.1%
124 VEU VANGUARD INTL EQUITY INDEX FDS 19,278.0 $1.6M 0.10% -200.0 -1.0% $83.77 +1.7%
125 BR BROADRIDGE FINL SOLUTIONS INC Technology 11,706.0 $1.6M 0.10% -431.0 -3.5% $136.94 +35.6%
126 DUPONT DE NEMOURS INC COMMON S 11,433.0 $1.6M 0.10% NEW $135.66
127 VV VANGUARD INDEX FDS LARGE CAP E 4,403.0 $1.5M 0.09% $343.86 +2.4%
128 GLD SPDR GOLD TR GOLD SHS Financial Services 4,104.0 $1.5M 0.09% $368.42 +16.0%
129 NOC NORTHROP GRUMMAN CORP COM Industrials 2,956.0 $1.5M 0.09% +273.0 +10.2% $509.47 +7.8%
130 XLF SELECT SECTOR SPDR TR ST STR F 27,111.0 $1.5M 0.09% -1K -3.9% $53.59 +8.5%
131 VTI VANGUARD INDEX FDS TOTAL STK M 3,819.0 $1.4M 0.09% -30.0 -0.8% $369.99 +2.0%
132 MAA MID-AMER APT CMNTYS INC COM Real Estate 10,051.0 $1.4M 0.09% +1K +12.6% $138.89 -4.8%
133 GE GE AEROSPACE COM NEW Industrials 3,654.0 $1.4M 0.08% -289.0 -7.3% $373.84 -8.7%
134 VGT VANGUARD WORLD FD INF TECH ETF 11,407.0 $1.4M 0.08% +10K +681.3% $119.49 -2.2%
135 GPIX GOLDMAN SACHS ETF TR S&P 500 P 24,142.0 $1.3M 0.08% +20K +442.5% $55.59 +0.7%
136 VWO VANGUARD INTL EQUITY INDEX FDS 22,327.0 $1.3M 0.08% -360.0 -1.6% $59.70 +0.4%
137 ROP ROPER TECHNOLOGIES INC COM Industrials 3,865.0 $1.3M 0.08% -273.0 -6.6% $338.42 +23.1%
138 SYY SYSCO CORP COM Consumer Defensive 15,094.0 $1.3M 0.08% -14K -48.3% $83.61 +0.6%
139 IJH ISHARES TR CORE S&P MCP ETF 16,226.0 $1.3M 0.08% +396.0 +2.5% $77.10 -1.2%
140 GPC GENUINE PARTS CO COM Consumer Cyclical 10,444.0 $1.2M 0.07% NEW $117.96 +14.0%
Page 7 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%