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 251–263 of 263
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RLI | RLI CORP COM | 3K | $100K–$500K | SH |
| NVT | NVENT ELECTRIC PLC SHS | 2K | $100K–$500K | SH |
| MDYV | SPDR SERIES TRUST STATE STREET | 2K | $100K–$500K | SH |
| NTRS | NORTHERN TR CORP COM | 2K | $100K–$500K | SH |
| VOX | VANGUARD WORLD FD COMM SRVC ET | 1K | $100K–$500K | SH |
| PFE | PFIZER INC COM | 8K | $100K–$500K | SH |
| VSGX | VANGUARD WORLD FD ESG INTL STK | 3K | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR US LCAP VA | 7K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX FDS | 2K | $100K–$500K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II S | 3K | $100K–$500K | SH |
| XLB | SELECT SECTOR SPDR TR STATE ST | 4K | $100K–$500K | SH |
| — | CLIFTON MNG CO COM | 25K | $1K–$15K | SH |