APPLETON PARTNERS INC/MA Q2 2026 Filing
Filed July 21, 2026
Portfolio Value
$1.6B
Holdings
275
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (275 positions)
| Stock | Value |
|---|---|
CITCINTAS CORP COM | $2.5M |
WSOWATSCO INC COM | $2.4M |
MDTMEDTRONIC PLC SHS | $2.4M |
EQIXEQUINIX INC COM | $2.4M |
SCHGSCHWAB STRATEGIC TR US LCAP GR | $2.3M |
IWRISHARES TR RUS MID CAP ETF | $2.3M |
CSCOCISCO SYS INC COM | $2.3M |
ROLROLLINS INC COM | $2.3M |
JPSEJ P MORGAN EXCHANGE TRADED FD | $2.1M |
BACBANK OF AMER CORP COM | $2.1M |
INTUINTUIT COM | $2.1M |
CATCATERPILLAR INC COM | $2.0M |
INTCINTEL CORP COM | $1.9M |
APHAMPHENOL CORP CL A | $1.9M |
IWOISHARES TR RUS 2000 GRW ETF | $1.8M |
AMGNAMGEN INC COM | $1.8M |
ADPAUTOMATIC DATA PROCESSING INC | $1.7M |
—HONEYWELL INTL INC COM | $1.7M |
NDQINVESCO QQQ TR UNIT SER 1 | $1.7M |
—HONEYWELL AEROSPACE INC COM | $1.6M |
VOVANGUARD INDEX FDS MID CAP ETF | $1.6M |
NTDOYNINTENDO LTD UNSPON ADS | $1.6M |
IWFISHARES TR RUS 1000 GRW ETF | $1.6M |
VEUVANGUARD INTL EQUITY INDEX FDS | $1.6M |
BRBROADRIDGE FINL SOLUTIONS INC | $1.6M |
—DUPONT DE NEMOURS INC COMMON S | $1.6M |
VVVANGUARD INDEX FDS LARGE CAP E | $1.5M |
GQ9SPDR GOLD TR GOLD SHS | $1.5M |
NOCNORTHROP GRUMMAN CORP COM | $1.5M |
XLFSELECT SECTOR SPDR TR ST STR F | $1.5M |
VTIVANGUARD INDEX FDS TOTAL STK M | $1.4M |
MAAMID-AMER APT CMNTYS INC COM | $1.4M |
GEGE AEROSPACE COM NEW | $1.4M |
VGTVANGUARD WORLD FD INF TECH ETF | $1.4M |
GPIXGOLDMAN SACHS ETF TR S&P 500 P | $1.3M |
VWOVANGUARD INTL EQUITY INDEX FDS | $1.3M |
ROPROPER TECHNOLOGIES INC COM | $1.3M |
SYYSYSCO CORP COM | $1.3M |
IJHISHARES TR CORE S&P MCP ETF | $1.3M |
GPCGENUINE PARTS CO COM | $1.2M |
HLIHOULIHAN LOKEY INC CL A | $1.2M |
XOPSPDR SERIES TRUST SP O&G EXPL | $1.2M |
ABTABBOTT LABORATORIES COM | $1.2M |
XLCSELECT SECTOR SPDR TR ST STR S | $1.2M |
EEMISHARES TR MSCI EMG MKT ETF | $1.1M |
VRSNVERISIGN INC COM | $1.1M |
GPIQGOLDMAN SACHS ETF TR NASDA 100 | $1.0M |
RTXRTX CORPORATION COM | $1.0M |
LMTLOCKHEED MARTIN CORP COM | $1.0M |
WABWABTEC COM | $983K |
CSXCSX CORP COM | $971K |
IWPISHARES TR RUS MD CP GR ETF | $970K |
AQLTISHARES TR SELECT DIVID ETF | $967K |
MRKMERCK & CO INC COM | $939K |
FNDXSCHWAB STRATEGIC TR FUNDAMENTA | $919K |
KOCOCA COLA CO COM | $916K |
MDYSTATE STR SPDR S&P MIDCAP 400 | $900K |
—SPDR INDEX SHS FDS ST STR MSCI | $897K |
TTTRANE TECHNOLOGIES PLC SHS | $867K |
TXNTEXAS INSTRS INC COM | $862K |
IBMINTERNATIONAL BUSINESS MACHS C | $858K |
VIGVANGUARD SPECIALIZED FUNDS DIV | $853K |
VRTXVERTEX PHARMACEUTICALS INC | $849K |
FNDFSCHWAB STRATEGIC TR FUNDAMENTA | $823K |
CMCSACOMCAST CORP NEW CL A | $819K |
UNPUNION PAC CORP COM | $812K |
VLOVALERO ENERGY CORP COM | $789K |
IUSBISHARES TR CORE UNIVRSL USD | $777K |
IAU*ISHARES GOLD TRUST | $766K |
VOOVANGUARD INDEX FDS S&P 500 ETF | $746K |
WFCWELLS FARGO & CO COM | $745K |
ORCLORACLE CORP COM | $735K |
IJRISHARES TR CORE S&P SCP ETF | $717K |
DEDEERE & CO COM | $709K |
SDYSPDR SERIES TRUST ST STR SP DI | $706K |
DONSTATE STR SPDR DOW JONES INDL | $673K |
ESGVVANGUARD WORLD FD ESG US STK E | $668K |
CBCHUBB LIMITED COM | $650K |
VBVANGUARD INDEX FDS SMALL CP ET | $644K |
GLDMWORLD GOLD TR SPDR GLD MINIS | $623K |
MMM3M CO COM | $618K |
TRVTRAVELERS COMPANIES INC COM | $591K |
IWNISHARES TR RUS 2000 VAL ETF | $587K |
AFLAFLAC INC COM | $570K |
PFFDGLOBAL X FDS US PFD ETF | $567K |
WMWASTE MGMT INC DEL COM | $563K |
AQLTISHARES TR CORE MSCI EAFE | $560K |
YUMYUM BRANDS INC COM | $556K |
EFAVISHARES TR MSCI EAFE MIN VL | $553K |
SCHDSCHWAB STRATEGIC TR US DIVIDEN | $552K |
SBUXSTARBUCKS CORP COM | $542K |
JUSTGOLDMAN SACHS ETF TR JUST US L | $522K |
AMDADVANCED MICRO DEVICES INC COM | $498K |
IWSISHARES TR RUS MDCP VAL ETF | $485K |
VXUSVANGUARD STAR FDS VG TL INTL S | $485K |
QQNITY ELECTRONICS INC COMMON S | $478K |
SCHESCHWAB STRATEGIC TR EMRG MKTEQ | $477K |
VUGVANGUARD INDEX FDS GROWTH ETF | $465K |
FNDASCHWAB STRATEGIC TR FUNDAMENTA | $461K |
JEPQJ P MORGAN EXCHANGE TRADED FD | $451K |