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 101–150 of 263
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GLW | CORNING INC COM | 33K | $1M+ | SH |
| CTAS | CINTAS CORP COM | 15K | $1M+ | SH |
| BR | BROADRIDGE FINL SOLUTIONS INC | 12K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS VAN F | 41K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR US LCAP GR | 69K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC COM | 9K | $1M+ | SH |
| SYY | SYSCO CORP COM | 29K | $1M+ | SH |
| — | NINTENDO LTD UNSPON ADS | 127K | $1M+ | SH |
| IWR | ISHARES TR RUS MID CAP ETF | 22K | $1M+ | SH |
| BAC | BANK AMERICA CORP COM | 38K | $1M+ | SH |
| NKE | NIKE INC CL B | 33K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING INC | 8K | $1M+ | SH |
| WSO | WATSCO INC COM | 6K | $1M+ | SH |
| HLI | HOULIHAN LOKEY INC CL A | 11K | $1M+ | SH |
| EQIX | EQUINIX INC COM | 2K | $1M+ | SH |
| ZTS | ZOETIS INC CL A | 15K | $1M+ | SH |
| ABT | ABBOTT LABS COM | 14K | $1M+ | SH |
| AMGN | AMGEN INC COM | 5K | $1M+ | SH |
| GLD | SPDR GOLD TR GOLD SHS | 4K | $1M+ | SH |
| APH | AMPHENOL CORP NEW CL A | 12K | $1M+ | SH |
| VO | VANGUARD INDEX FDS MID CAP ETF | 5K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR STATE ST | 29K | $1M+ | SH |
| CSCO | CISCO SYS INC COM | 20K | $1M+ | SH |
| IWF | ISHARES TR RUS 1000 GRW ETF | 3K | $1M+ | SH |
| IWO | ISHARES TR RUS 2000 GRW ETF | 5K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX FDS | 20K | $1M+ | SH |
| QQQ | INVESCO QQQ TR UNIT SER 1 | 2K | $1M+ | SH |
| VV | VANGUARD INDEX FDS LARGE CAP E | 5K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR STATE ST | 12K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS TOTAL STK M | 4K | $1M+ | SH |
| DD | DUPONT DE NEMOURS INC COM | 32K | $1M+ | SH |
| GE | GE AEROSPACE COM NEW | 4K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX FDS | 23K | $1M+ | SH |
| ORCL | ORACLE CORP COM | 6K | $1M+ | SH |
| ADBE | ADOBE INC COM | 3K | $1M+ | SH |
| VGT | VANGUARD WORLD FD INF TECH ETF | 1K | $1M+ | SH |
| CAT | CATERPILLAR INC COM | 2K | $1M+ | SH |
| XOP | SPDR SERIES TRUST STATE STREET | 9K | $1M+ | SH |
| VRSN | VERISIGN INC COM | 4K | $1M+ | SH |
| IJH | ISHARES TR CORE S&P MCP ETF | 16K | $1M+ | SH |
| PFFD | GLOBAL X FDS US PFD ETF | 56K | $1M+ | SH |
| MAA | MID-AMER APT CMNTYS INC COM | 7K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW CL A | 34K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW COM | 11K | $500K+ | SH |
| EEM | ISHARES TR MSCI EMG MKT ETF | 17K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS DIV | 4K | $500K+ | SH |
| IWP | ISHARES TR RUS MD CP GR ETF | 7K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS C | 3K | $500K+ | SH |
| DVY | ISHARES TR SELECT DIVID ETF | 6K | $500K+ | SH |
| RTX | RTX CORPORATION COM | 5K | $500K+ | SH |