CIK 1055290
APPLETON PARTNERS INC/MA
Institutional 13F holdings & portfolio
Holdings
263
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 263
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC COM | 342K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 117K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR ACTIVEBET | 423K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR US LRG CAP | 1.8M | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 138K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 180K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 120K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 127K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC COM | 118K | $1M+ | SH |
| GEV | GE VERNOVA INC COM | 43K | $1M+ | SH |
| V | VISA INC COM CL A | 80K | $1M+ | SH |
| MS | MORGAN STANLEY COM NEW | 151K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR ENERGY | 544K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED FD | 479K | $1M+ | SH |
| HD | HOME DEPOT INC COM | 65K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 33K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR INTL EQTY | 861K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 18K | $1M+ | SH |
| GSIE | GOLDMAN SACHS ETF TR ACTIVEBET | 442K | $1M+ | SH |
| IEMG | ISHARES INC CORE MSCI EMKT | 266K | $1M+ | SH |
| WELL | WELLTOWER INC COM | 93K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC | 33K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 88K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC | 101K | $1M+ | SH |
| NFLX | NETFLIX INC COM | 171K | $1M+ | SH |
| INTU | INTUIT COM | 24K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 50K | $1M+ | SH |
| BX | BLACKSTONE INC COM | 99K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED FD | 264K | $1M+ | SH |
| FLRN | SPDR SERIES TRUST STATE STREET | 477K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 43K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR TR UNIT | 21K | $1M+ | SH |
| DHR | DANAHER CORPORATION COM | 56K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO COM | 49K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC COM | 2K | $1M+ | SH |
| CW | CURTISS WRIGHT CORP COM | 23K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR US SML CAP | 438K | $1M+ | SH |
| IBB | ISHARES TR ISHARES BIOTECH | 74K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEMS INC | 38K | $1M+ | SH |
| QXO | QXO INC COM NEW | 614K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD II | 162K | $1M+ | SH |
| KTOS | KRATOS DEFENSE & SECURITY SOLU | 148K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO COM | 34K | $1M+ | SH |
| SYK | STRYKER CORPORATION COM | 31K | $1M+ | SH |
| VRSK | VERISK ANALYTICS INC COM | 47K | $1M+ | SH |
| DIS | DISNEY WALT CO COM | 92K | $1M+ | SH |
| EVR | EVERCORE INC CLASS A | 31K | $1M+ | SH |
| VMC | VULCAN MATLS CO COM | 36K | $1M+ | SH |
| SPIB | SPDR SERIES TRUST STATE STREET | 306K | $1M+ | SH |
| JPME | J P MORGAN EXCHANGE TRADED FD | 92K | $1M+ | SH |