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 151–200 of 263
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IAU | ISHARES GOLD TRUST | 11K | $500K+ | SH |
| KO | COCA COLA CO COM | 12K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | 1K | $500K+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 2K | $500K+ | SH |
| SDY | SPDR SERIES TRUST STATE STREET | 6K | $500K+ | SH |
| FNDX | SCHWAB STRATEGIC TR FUNDAMENTA | 29K | $500K+ | SH |
| QEMM | SPDR INDEX SHS FDS MSCI EMRG M | 12K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR UTS | 1K | $500K+ | SH |
| WAB | WABTEC COM | 4K | $500K+ | SH |
| IUSB | ISHARES TR CORE UNIVRSL USD | 17K | $500K+ | SH |
| MRK | MERCK & CO INC COM | 7K | $500K+ | SH |
| TXN | TEXAS INSTRS INC COM | 4K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC | 1 | $500K+ | SH |
| CSX | CSX CORP COM | 21K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLAS | 3K | $500K+ | SH |
| UNP | UNION PAC CORP COM | 3K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 2K | $500K+ | SH |
| MMM | 3M CO COM | 4K | $500K+ | SH |
| FNDF | SCHWAB STRATEGIC TR FUNDAMENTA | 15K | $500K+ | SH |
| GLDM | WORLD GOLD TR SPDR GLD MINIS | 8K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEN | 23K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE ET | 1K | $500K+ | SH |
| ESGV | VANGUARD WORLD FD ESG US STK E | 5K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC COM | 2K | $500K+ | SH |
| INTC | INTEL CORP COM | 16K | $500K+ | SH |
| CB | CHUBB LIMITED COM | 2K | $500K+ | SH |
| DE | DEERE & CO COM | 1K | $500K+ | SH |
| WM | WASTE MGMT INC DEL COM | 3K | $500K+ | SH |
| EFAV | ISHARES TR MSCI EAFE MIN VL | 6K | $500K+ | SH |
| MDLZ | MONDELEZ INTL INC CL A | 10K | $500K+ | SH |
| VB | VANGUARD INDEX FDS SMALL CP ET | 2K | $500K+ | SH |
| YUM | YUM BRANDS INC COM | 4K | $500K+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX FDS | 4K | $500K+ | SH |
| CRM | SALESFORCE INC COM | 2K | $500K+ | SH |
| AFL | AFLAC INC COM | 5K | $500K+ | SH |
| ADM | ARCHER DANIELS MIDLAND CO COM | 9K | $500K+ | SH |
| VLO | VALERO ENERGY CORP COM | 3K | $500K+ | SH |
| IEFA | ISHARES TR CORE MSCI EAFE | 6K | $100K–$500K | SH |
| IJR | ISHARES TR CORE S&P SCP ETF | 4K | $100K–$500K | SH |
| SAMG | SILVERCREST ASSET MGMT GROUP I | 32K | $100K–$500K | SH |
| IWN | ISHARES TR RUS 2000 VAL ETF | 3K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP COM | 6K | $100K–$500K | SH |
| JUST | GOLDMAN SACHS ETF TR JUST US L | 5K | $100K–$500K | SH |
| T | AT&T INC COM | 19K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC COM | 2K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP COM | 2K | $100K–$500K | SH |
| ESGD | ISHARES TR ESG AW MSCI EAFE | 5K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS GROWTH ETF | 899 | $100K–$500K | SH |
| CI | THE CIGNA GROUP COM | 2K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 11K | $100K–$500K | SH |