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APPLETON PARTNERS INC/MA 13F holdings

Filed 2026-07-21 · APPLETON PARTNERS INC/MA · 275 positions · $1.6B

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC COM329.9K$95.4M5.8%
MUMICRON TECHNOLOGY INC COM80.2K$92.5M5.7%
GSLCGOLDMAN SACHS ETF TR ACTIVEBET421.8K$59.8M3.7%
SCHXSCHWAB STRATEGIC TR US LRG CAP1.9M$54.8M3.4%
GOOGALPHABET INC CAP STK CL C136.1K$48.1M2.9%
GEVGE VERNOVA INC COM38.4K$45.1M2.8%
MSFTMICROSOFT CORP COM116.4K$43.4M2.7%
AVGOBROADCOM INC COM112.9K$42.7M2.6%
AMZNAMAZON COM INC COM177.0K$42.2M2.6%
JPMJPMORGAN CHASE & CO COM124.5K$40.7M2.5%
MSMORGAN STANLEY COM NEW139.2K$29.1M1.8%
XLESELECT SECTOR SPDR TR ST STR E546.3K$29.0M1.8%
VVISA INC COM CL A79.7K$27.3M1.7%
SCHFSCHWAB STRATEGIC TR INTL EQTY891.5K$24.7M1.5%
LLYELI LILLY & CO COM19.7K$23.6M1.4%
JPSTJ P MORGAN EXCHANGE TRADED FD449.9K$22.8M1.4%
—GLOBALFOUNDRIES INC ORDINARY S272.2K$22.4M1.4%
WELLWELLTOWER INC COM98.2K$22.3M1.4%
ACWIISHARES INC CORE MSCI EMKT265.0K$22.0M1.3%
GSIEGOLDMAN SACHS ETF TR ACTIVEBET461.8K$21.1M1.3%
METAMETA PLATFORMS INC CL A34.1K$19.2M1.2%
NVDANVIDIA CORPORATION COM93.2K$18.6M1.1%
UNHUNITEDHEALTH GROUP INC COM40.7K$16.9M1.0%
CWCURTISS WRIGHT CORP COM22.2K$16.8M1.0%
BRK-BBERKSHIRE HATHAWAY INC32.4K$16.2M1.0%
GOOGLALPHABET INC CAP STK CL A45.0K$16.1M1.0%
FLRNSPDR SERIES TRUST ST STR RATE506.5K$15.6M1.0%
SCHASCHWAB STRATEGIC TR US SML CAP418.1K$15.1M0.9%
JEPIJ P MORGAN EXCHANGE TRADED FD266.2K$15.0M0.9%
CDNSCADENCE DESIGN SYSTEMS INC39.4K$14.8M0.9%
SPYSTATE STR SPDR S&P 500 ETF TR19.7K$14.7M0.9%
IBBISHARES TR ISHARES BIOTECH75.4K$14.3M0.9%
CIBRFIRST TR EXCHANGE-TRADED FD II154.4K$13.9M0.9%
NFLXNETFLIX INC. COM192.9K$13.8M0.8%
ICEINTERCONTINENTAL EXCHANGE INC102.3K$12.6M0.8%
SPIBSPDR SERIES TRUST ST INTER BD365.8K$12.2M0.8%
BXBLACKSTONE INC COM103.6K$12.2M0.7%
MNSTMONSTER BEVERAGE CORP NEW COM126.1K$12.1M0.7%
SHWSHERWIN WILLIAMS CO COM35.2K$12.1M0.7%
HDHOME DEPOT INC COM33.6K$11.8M0.7%
JNJJOHNSON & JOHNSON COM45.9K$11.7M0.7%
PANWPALO ALTO NETWORKS INC COM33.7K$11.5M0.7%
BKNGBOOKING HOLDINGS INC COM64.0K$11.4M0.7%
SOLVSOLVENTUM CORP COM SHS147.8K$11.4M0.7%
QXOQXO INC COM NEW651.1K$11.3M0.7%
VMCVULCAN MATLS CO COM37.5K$11.1M0.7%
EVREVERCORE INC CLASS A32.2K$11.0M0.7%
SPABSPDR SERIES TRUST ST STR AGGRE414.0K$10.6M0.6%
SYKSTRYKER CORPORATION COM33.3K$10.5M0.6%
DHRDANAHER CORP DEL COM54.8K$10.4M0.6%
SPGIS&P GLOBAL INC COM22.6K$9.2M0.6%
WCNWASTE CONNECTIONS INC COM54.3K$9.0M0.6%
RSGREPUBLIC SVCS INC COM41.7K$8.9M0.5%
DISDISNEY WALT CO COM91.2K$8.8M0.5%
FSMDFIDELITY COVINGTON TRUST SML M166.0K$8.8M0.5%
AVSCAMERICAN CENTY ETF TR AVANTIS117.5K$8.6M0.5%
COSTCOSTCO WHOLESALE CORPORATION C9.2K$8.6M0.5%
ABBVABBVIE INC COM34.1K$8.6M0.5%
IAGGISHARES TR CORE INTL AGGR154.0K$7.8M0.5%
PGPROCTER & GAMBLE CO COM52.7K$7.7M0.5%
Top Fund Holdings
13F
Top Fund Holdings

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