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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 10 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VB VANGUARD INDEX FDS SMALL CP ET 2,095.0 $549K 0.04% -17.0 -0.8% $262.05 +11.8%
182 CVX CHEVRON CORP NEW COM Energy 2,631.0 $544K 0.04% -45.0 -1.7% $206.77 -10.7%
183 YUM YUM BRANDS INC COM Consumer Cyclical 3,480.0 $541K 0.04% -106.0 -3.0% $155.46 -0.2%
184 AFL AFLAC INC COM Financial Services 4,863.0 $534K 0.04% $109.81 +6.4%
185 IEFA ISHARES TR CORE MSCI EAFE 5,636.0 $510K 0.04% +115.0 +2.1% $90.49 +8.7%
186 IGV ISHARES EXPANDED TECH-SOFTWARE 6,340.0 $508K 0.04% NEW $80.13 +17.3%
187 IJR ISHARES TR CORE S&P SCP ETF 4,071.0 $506K 0.04% $124.29 +12.3%
188 IWN ISHARES TR RUS 2000 VAL ETF 2,654.0 $503K 0.04% $189.53 +13.3%
189 SBUX STARBUCKS CORP COM Consumer Cyclical 5,430.0 $486K 0.03% -231.0 -4.1% $89.50 +13.3%
190 ITW ILLINOIS TOOL WKS INC COM Industrials 1,840.0 $479K 0.03% -30.0 -1.6% $260.33 -3.8%
191 EOG EOG RES INC COM Energy 3,285.0 $475K 0.03% $144.60 -5.8%
192 T AT&T INC COM Communication Services 15,981.0 $463K 0.03% -3K -15.7% $28.97 -13.6%
193 JUST GOLDMAN SACHS ETF TR JUST US L 4,888.0 $452K 0.03% $92.47 +15.5%
194 WEC WEC ENERGY GROUP INC COM Utilities 3,806.0 $441K 0.03% $115.87 -2.1%
195 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 7,455.0 $430K 0.03% -3K -27.2% $57.68 +6.2%
196 IWS ISHARES TR RUS MDCP VAL ETF 2,946.0 $429K 0.03% $145.62 +9.9%
197 ACWV ISHARES INC MSCI GBL MIN VOL 3,575.0 $427K 0.03% $119.44 +2.2%
198 CI THE CIGNA GROUP COM Healthcare 1,592.0 $425K 0.03% $266.96 +5.2%
199 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 4,557.0 $425K 0.03% $93.26 +3.7%
200 SAMG SILVERCREST ASSET MGMT GROUP I Financial Services 31,650.0 $425K 0.03% $13.43 -14.0%
Page 10 of 14  ·  262 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%