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Portfolio (Quarterly) Guide ↗

APPLETON PARTNERS INC/MA

· CIK 0001055290
13F Portfolio $1.4B AUM 262 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 57 Added 124 Reduced 10 Exited
Page 7 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PFE PFIZER INC COM Healthcare 8,052.0 $226K 0.02% -324.0 -3.9% $28.07 -7.9%
122 LOW LOWES COS INC COM Consumer Cyclical 954.0 $225K 0.02% -10.0 -1.0% $235.85 -10.1%
123 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 970.0 $224K 0.02% -20.0 -2.0% $230.93 -3.4%
124 SPXE PROSHARES TR SP500 EX ENRGY 3,116.0 $217K 0.01% -205.0 -6.2% $69.64 +16.0%
Page 7 of 7  ·  124 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 28.7%
Financial Services 17.6%
Communication Services 11.1%
Healthcare 10.0%
Industrials 9.1%
Consumer Cyclical 8.2%
Consumer Defensive 5.3%
Utilities 3.9%
Basic Materials 2.7%
Real Estate 2.6%