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 51–100 of 263
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON COM | 47K | $1M+ | SH |
| JPSE | J P MORGAN EXCHANGE TRADED FD | 190K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC COM | 21K | $1M+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW COM | 122K | $1M+ | SH |
| RSG | REPUBLIC SVCS INC COM | 43K | $1M+ | SH |
| WCN | WASTE CONNECTIONS INC COM | 52K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW COM | 10K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO COM | 61K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST STATE STREET | 338K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC C | 15K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY SA | 14K | $1M+ | SH |
| NOW | SERVICENOW INC COM | 54K | $1M+ | SH |
| ADSK | AUTODESK INC COM | 27K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 34K | $1M+ | SH |
| WMT | WALMART INC COM | 64K | $1M+ | SH |
| TJX | TJX COS INC NEW COM | 46K | $1M+ | SH |
| SOLV | SOLVENTUM CORP COM SHS | 88K | $1M+ | SH |
| IAGG | ISHARES TR CORE INTL AGGR | 136K | $1M+ | SH |
| PEP | PEPSICO INC COM | 47K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC COM | 36K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED FD | 120K | $1M+ | SH |
| — | CONSTELLATION SOFTWARE INC COM | 2K | $1M+ | SH |
| LVMUY | LVMH MOET HENNESSY LOU VUITTON | 38K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR SBI INT- | 130K | $1M+ | SH |
| MCD | MCDONALDS CORP COM | 18K | $1M+ | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD IV | 129K | $1M+ | SH |
| SCHH | SCHWAB STRATEGIC TR US REIT ET | 224K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 5K | $1M+ | SH |
| IWM | ISHARES TR RUSSELL 2000 ETF | 18K | $1M+ | SH |
| CME | CME GROUP INC COM | 16K | $1M+ | SH |
| CRH | CRH PLC ORD | 33K | $1M+ | SH |
| HSY | HERSHEY CO COM | 22K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 32K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP COM | 15K | $1M+ | SH |
| COMB | GRANITESHARES ETF TR BBG COMMD | 176K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III PF | 204K | $1M+ | SH |
| HACK | AMPLIFY ETF TR AMPLIFY CYBERSE | 46K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP | 21K | $1M+ | SH |
| DGX | QUEST DIAGNOSTICS INC COM | 21K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR STATE ST | 25K | $1M+ | SH |
| IVV | ISHARES TR CORE S&P500 ETF | 5K | $1M+ | SH |
| TEL | TE CONNECTIVITY PLC ORD SHS | 15K | $1M+ | SH |
| ROL | ROLLINS INC COM | 56K | $1M+ | SH |
| SPHY | SPDR SERIES TRUST STATE STREET | 140K | $1M+ | SH |
| BKLN | INVESCO EXCH TRADED FD TR II S | 156K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 6K | $1M+ | SH |
| MDT | MEDTRONIC PLC SHS | 32K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 5K | $1M+ | SH |
| HON | HONEYWELL INTL INC COM | 15K | $1M+ | SH |
| EFA | ISHARES TR MSCI EAFE ETF | 31K | $1M+ | SH |