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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 8 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HLI HOULIHAN LOKEY INC CL A Financial Services 9,068.0 $1.2M 0.07% -491.0 -5.1% $134.10 -3.1%
142 XOP SPDR SERIES TRUST SP O&G EXPL 7,822.0 $1.2M 0.07% -85.0 -1.1% $154.31 +20.0%
143 ABT ABBOTT LABORATORIES COM Healthcare 13,214.0 $1.2M 0.07% -623.0 -4.5% $90.74 +28.8%
144 XLC SELECT SECTOR SPDR TR ST STR S 10,867.0 $1.2M 0.07% +577.0 +5.6% $107.11 +5.1%
145 EEM ISHARES TR MSCI EMG MKT ETF 15,726.0 $1.1M 0.07% -910.0 -5.5% $68.42 -3.4%
146 VRSN VERISIGN INC COM Technology 4,257.0 $1.1M 0.07% $251.59 +15.9%
147 GPIQ GOLDMAN SACHS ETF TR NASDA 100 17,694.0 $1.0M 0.06% NEW $59.29 -5.0%
148 RTX RTX CORPORATION COM Industrials 5,493.0 $1.0M 0.06% -49.0 -0.9% $189.70 +10.2%
149 LMT LOCKHEED MARTIN CORP COM Industrials 2,023.0 $1.0M 0.06% -124.0 -5.8% $509.64 +10.8%
150 WAB WABTEC COM Industrials 3,646.0 $983K 0.06% $269.61 +10.1%
151 CSX CSX CORP COM Industrials 20,434.0 $971K 0.06% $47.52 +8.3%
152 IWP ISHARES TR RUS MD CP GR ETF 6,622.0 $970K 0.06% -50.0 -0.8% $146.48 -3.2%
153 DVY ISHARES TR SELECT DIVID ETF 6,184.0 $967K 0.06% $156.37 +5.0%
154 MRK MERCK & CO INC COM Healthcare 7,307.0 $939K 0.06% +939.0 +14.8% $128.51 +17.1%
155 FNDX SCHWAB STRATEGIC TR FUNDAMENTA 29,565.0 $919K 0.06% +3K +9.5% $31.08 +4.6%
156 KO COCA COLA CO COM Consumer Defensive 11,272.0 $916K 0.06% -303.0 -2.6% $81.26 +13.0%
157 MDY STATE STR SPDR S&P MIDCAP 400 Financial Services 1,280.0 $900K 0.06% -20.0 -1.5% $703.12 -1.4%
158 QEMM SPDR INDEX SHS FDS ST STR MSCI 11,229.0 $897K 0.06% -270.0 -2.4% $79.88 +1.5%
159 TT TRANE TECHNOLOGIES PLC SHS Industrials 1,766.0 $867K 0.05% -52.0 -2.9% $490.94 -8.9%
160 TXN TEXAS INSTRS INC COM Technology 2,892.0 $862K 0.05% -1K -32.1% $298.06 -13.2%
Page 8 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%