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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 9 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IBM INTERNATIONAL BUSINESS MACHS C Technology 3,052.0 $858K 0.05% +59.0 +2.0% $281.13 -17.1%
162 VIG VANGUARD SPECIALIZED FUNDS DIV 3,606.0 $853K 0.05% -589.0 -14.0% $236.55 +3.2%
163 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,710.0 $849K 0.05% -79.0 -4.4% $496.49 +10.3%
164 FNDF SCHWAB STRATEGIC TR FUNDAMENTA 15,601.0 $823K 0.05% +1K +9.1% $52.75 +5.4%
165 CMCSA COMCAST CORP NEW CL A Communication Services 33,354.0 $819K 0.05% -3K -7.2% $24.55 +10.1%
166 UNP UNION PAC CORP COM Industrials 2,985.0 $812K 0.05% $272.03 +13.1%
167 VLO VALERO ENERGY CORP COM Energy 3,029.0 $789K 0.05% $260.48 +32.7%
168 IUSB ISHARES TR CORE UNIVRSL USD 16,833.0 $777K 0.05% +143.0 +0.9% $46.16 -1.4%
169 IAU ISHARES GOLD TRUST Financial Services 10,150.0 $766K 0.05% -242.0 -2.3% $75.47 +16.1%
170 BERKSHIRE HATHAWAY INC 1.0 $749K 0.05% $749000.00
171 VOO VANGUARD INDEX FDS S&P 500 ETF 1,087.0 $746K 0.05% -299.0 -21.6% $686.29 +2.4%
172 WFC WELLS FARGO & CO COM Financial Services 9,017.0 $745K 0.05% -360.0 -3.8% $82.62 +2.0%
173 ORCL ORACLE CORP COM Technology 5,016.0 $735K 0.04% -177.0 -3.4% $146.53 -2.1%
174 IJR ISHARES TR CORE S&P SCP ETF 4,832.0 $717K 0.04% +761.0 +18.7% $148.39 -1.1%
175 DE DEERE & CO COM Industrials 1,117.0 $709K 0.04% -79.0 -6.6% $634.74 +2.6%
176 SDY SPDR SERIES TRUST ST STR SP DI 4,640.0 $706K 0.04% -75.0 -1.6% $152.16 +4.5%
177 DIA STATE STR SPDR DOW JONES INDL Financial Services 1,289.0 $673K 0.04% $522.11 +2.2%
178 ESGV VANGUARD WORLD FD ESG US STK E 5,052.0 $668K 0.04% $132.22 +2.5%
179 CB CHUBB LIMITED COM Financial Services 1,908.0 $650K 0.04% -16.0 -0.8% $340.67 +1.4%
180 VB VANGUARD INDEX FDS SMALL CP ET 2,125.0 $644K 0.04% +30.0 +1.4% $303.06 -0.2%
Page 9 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%