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Portfolio (Quarterly) Guide ↗

APPLETON PARTNERS INC/MA

· CIK 0001055290
13F Portfolio $1.5B AUM 263 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 263 New
Page 14 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SPLV INVESCO EXCH TRADED FD TR II S 2,863.0 $204K 0.01% NEW $71.25 +3.7%
262 XLB SELECT SECTOR SPDR TR STATE ST 4,431.0 $201K 0.01% NEW $45.36 +12.4%
263 CLIFTON MNG CO COM 25,000.0 $3K NEW $0.12
Page 14 of 14  ·  263 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.5%
Financial Services 18.2%
Communication Services 11.2%
Healthcare 9.9%
Industrials 9.4%
Consumer Cyclical 9.2%
Consumer Defensive 4.7%
Utilities 2.8%
Basic Materials 2.4%
Real Estate 2.3%