APPLETON PARTNERS INC/MA Q2 2026 Filing
Filed July 21, 2026
Portfolio Value
$1.6B
Holdings
275
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (275 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $95.4M |
MUMICRON TECHNOLOGY INC COM | $92.5M |
GSLCGOLDMAN SACHS ETF TR ACTIVEBET | $59.8M |
SCHXSCHWAB STRATEGIC TR US LRG CAP | $54.8M |
GOOGALPHABET INC CAP STK CL C | $48.1M |
GEVGE VERNOVA INC COM | $45.1M |
MSFTMICROSOFT CORP COM | $43.4M |
AVGOBROADCOM INC COM | $42.7M |
AMZNAMAZON COM INC COM | $42.2M |
JPMJPMORGAN CHASE & CO COM | $40.7M |
DWDMORGAN STANLEY COM NEW | $29.1M |
XLESELECT SECTOR SPDR TR ST STR E | $29.0M |
VVISA INC COM CL A | $27.3M |
SCHFSCHWAB STRATEGIC TR INTL EQTY | $24.7M |
LLYELI LILLY & CO COM | $23.6M |
JPSTJ P MORGAN EXCHANGE TRADED FD | $22.8M |
GFSGLOBALFOUNDRIES INC ORDINARY S | $22.4M |
WELLWELLTOWER INC COM | $22.3M |
IEMGISHARES INC CORE MSCI EMKT | $22.0M |
GSIEGOLDMAN SACHS ETF TR ACTIVEBET | $21.1M |
METAMETA PLATFORMS INC CL A | $19.2M |
NVDANVIDIA CORPORATION COM | $18.6M |
UNHUNITEDHEALTH GROUP INC COM | $16.9M |
CWCURTISS WRIGHT CORP COM | $16.8M |
BRK/BBERKSHIRE HATHAWAY INC | $16.2M |
GOOGLALPHABET INC CAP STK CL A | $16.1M |
FLRNSPDR SERIES TRUST ST STR RATE | $15.6M |
SCHASCHWAB STRATEGIC TR US SML CAP | $15.1M |
JEPIJ P MORGAN EXCHANGE TRADED FD | $15.0M |
CDNSCADENCE DESIGN SYSTEMS INC | $14.8M |
SPYSTATE STR SPDR S&P 500 ETF TR | $14.7M |
IBBISHARES TR ISHARES BIOTECH | $14.3M |
CIBRFIRST TR EXCHANGE-TRADED FD II | $13.9M |
NFLXNETFLIX INC. COM | $13.8M |
ICEINTERCONTINENTAL EXCHANGE INC | $12.6M |
SPIBSPDR SERIES TRUST ST INTER BD | $12.2M |
BXBLACKSTONE INC COM | $12.2M |
MNSTMONSTER BEVERAGE CORP NEW COM | $12.1M |
SHWSHERWIN WILLIAMS CO COM | $12.1M |
HDHOME DEPOT INC COM | $11.8M |
JNJJOHNSON & JOHNSON COM | $11.7M |
PANWPALO ALTO NETWORKS INC COM | $11.5M |
BKNGBOOKING HOLDINGS INC COM | $11.4M |
SOLVSOLVENTUM CORP COM SHS | $11.4M |
QXOQXO INC COM NEW | $11.3M |
VMCVULCAN MATLS CO COM | $11.1M |
EVREVERCORE INC CLASS A | $11.0M |
SPABSPDR SERIES TRUST ST STR AGGRE | $10.6M |
SYKSTRYKER CORPORATION COM | $10.5M |
DHRDANAHER CORP DEL COM | $10.4M |
SPGIS&P GLOBAL INC COM | $9.2M |
WCNWASTE CONNECTIONS INC COM | $9.0M |
RSGREPUBLIC SVCS INC COM | $8.9M |
DISDISNEY WALT CO COM | $8.8M |
FSMDFIDELITY COVINGTON TRUST SML M | $8.8M |
AVSCAMERICAN CENTY ETF TR AVANTIS | $8.6M |
COSTCOSTCO WHOLESALE CORPORATION C | $8.6M |
ABBVABBVIE INC COM | $8.6M |
IAGGISHARES TR CORE INTL AGGR | $7.8M |
PGPROCTER & GAMBLE CO COM | $7.7M |
VRSKVERISK ANALYTICS INC COM | $7.7M |
KTOSKRATOS DEFENSE & SECURITY SOLU | $7.4M |
SPOTSPOTIFY TECHNOLOGY SA | $6.7M |
WMTWALMART INC COM | $6.7M |
NOWSERVICENOW INC COM | $6.6M |
TJXTJX COS INC NEW COM | $6.6M |
PEPPEPSICO INC COM | $6.1M |
GLWCORNING INC COM | $6.1M |
CSUCONSTELLATION SOFTWARE INC COM | $6.0M |
TMOTHERMO FISHER SCIENTIFIC INC C | $5.8M |
JMSTJ P MORGAN EXCHANGE TRADED FD | $5.7M |
EMLPFIRST TR EXCHANGE-TRADED FD IV | $5.6M |
SCHHSCHWAB STRATEGIC TR US REIT ET | $5.5M |
XLUSELECT SECTOR SPDR TR ST STR U | $5.5M |
IWMISHARES TR RUSSELL 2000 ETF | $5.3M |
ADSKAUTODESK INC COM | $5.2M |
MHVIYMITSUBISHI HEAVY INDUSTRIES LT | $5.2M |
GSGOLDMAN SACHS GROUP INC COM | $5.1M |
TERTERADYNE INC COM | $5.0M |
XFEBFIRST TR EXCH TRADED FD III PF | $4.7M |
HACKAMPLIFY ETF TR AMPLIFY CYBERSE | $4.6M |
XLKSELECT SECTOR SPDR TR ST STR T | $4.6M |
MCDMCDONALDS CORP COM | $4.5M |
DGXQUEST DIAGNOSTICS INC COM | $4.4M |
HSYHERSHEY CO COM | $4.3M |
COMBGRANITESHARES ETF TR BBG COMMD | $4.2M |
IVVISHARES TR CORE S&P500 ETF | $4.2M |
LVMUYLVMH MOET HENNESSY LOUIS ADR | $4.1M |
XOMEXXON MOBIL CORP COM | $3.9M |
SPHYSPDR SERIES TRUST ST PORT HIGH | $3.7M |
BKLNINVESCO EXCHANGE-TRADED FD TR | $3.5M |
CMECME GROUP INC COM | $3.3M |
RHCRH PLC ORD | $3.3M |
AMTAMERICAN TOWER CORP COM | $3.1M |
EFAISHARES TR MSCI EAFE ETF | $3.1M |
APDAIR PRODUCTS AND CHEMICALS INC | $3.0M |
COFCAPITAL ONE FINL CORP COM | $2.9M |
TELTE CONNECTIVITY PLC ORD SHS | $2.9M |
VEAVANGUARD TAX-MANAGED FDS VAN F | $2.9M |
JPMEJ P MORGAN EXCHANGE TRADED FD | $2.5M |
Page 1 of 3Next