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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 13 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FNDE SCHWAB STRATEGIC TR FUNDAMENTA 7,252.0 $277K 0.02% $38.20 +8.1%
242 F FORD MTR CO COM Consumer Cyclical 22,505.0 $260K 0.02% -491.0 -2.1% $11.55 +32.6%
243 DON WISDOMTREE TR US MIDCAP DIVID 4,689.0 $246K 0.02% $52.46 +5.8%
244 SCHM SCHWAB STRATEGIC TR US MID-CAP 7,844.0 $243K 0.02% $30.98 +13.6%
245 NVT NVENT ELECTRIC PLC SHS Industrials 2,045.0 $242K 0.02% -75.0 -3.5% $118.34 +43.1%
246 FTV FORTIVE CORP COM Technology 4,365.0 $241K 0.02% -215.0 -4.7% $55.21 +9.3%
247 XLB SELECT SECTOR SPDR TR STATE ST 4,824.0 $241K 0.02% +393.0 +8.9% $49.96 +2.1%
248 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 4,810.0 $235K 0.02% $48.86 -8.8%
249 PFE PFIZER INC COM Healthcare 8,052.0 $226K 0.02% -324.0 -3.9% $28.07 -7.9%
250 LOW LOWES COS INC COM Consumer Cyclical 954.0 $225K 0.02% -10.0 -1.0% $235.85 -10.1%
251 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 970.0 $224K 0.02% -20.0 -2.0% $230.93 -3.4%
252 CBT CABOT CORP COM Basic Materials 2,963.0 $223K 0.02% NEW $75.26 +12.6%
253 GPIX GOLDMAN SACHS ETF TR S&P 500 P 4,450.0 $223K 0.02% NEW $50.11 +11.2%
254 VGK VANGUARD INTL EQUITY INDEX FDS 2,685.0 $221K 0.01% +235.0 +9.6% $82.31 +8.8%
255 SPXE PROSHARES TR SP500 EX ENRGY 3,116.0 $217K 0.01% -205.0 -6.2% $69.64 +16.0%
256 NTRS NORTHERN TR CORP COM Financial Services 1,540.0 $215K 0.01% $139.61 +21.7%
257 SCHV SCHWAB STRATEGIC TR US LCAP VA 7,031.0 $214K 0.01% $30.44 +10.4%
258 SPLV INVESCO EXCH TRADED FD TR II S 2,863.0 $209K 0.01% $73.00 +1.2%
259 AON AON PLC SHS CL A Financial Services 645.0 $208K 0.01% $322.48 -1.0%
260 AME AMETEK INC COM Industrials 967.0 $207K 0.01% NEW $214.06 +7.2%
Page 13 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%