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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 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWO ISHARES TR RUS 2000 GRW ETF 4,619.0 $1.4M 0.10% $313.70 +21.0%
122 XOP SPDR SERIES TRUST STATE STREET 7,907.0 $1.4M 0.10% -627.0 -7.3% $181.86 -8.7%
123 APH AMPHENOL CORP NEW CL A Technology 11,347.0 $1.4M 0.10% -375.0 -3.2% $126.38 +10.4%
124 ABT ABBOTT LABS COM Healthcare 13,837.0 $1.4M 0.10% $102.70 -15.6%
125 XLF SELECT SECTOR SPDR TR STATE ST 28,200.0 $1.4M 0.10% -418.0 -1.5% $49.36 +5.1%
126 QQQ INVESCO QQQ TR UNIT SER 1 Financial Services 2,407.0 $1.4M 0.10% +22.0 +0.9% $577.07 +26.6%
127 IWF ISHARES TR RUS 1000 GRW ETF 3,254.0 $1.4M 0.10% -24.0 -0.7% $426.55 -70.5%
128 HLI HOULIHAN LOKEY INC CL A Financial Services 9,559.0 $1.4M 0.10% -2K -15.1% $143.63 +5.0%
129 CAT CATERPILLAR INC COM Industrials 1,893.0 $1.3M 0.09% $708.40 +28.3%
130 VV VANGUARD INDEX FDS LARGE CAP E 4,403.0 $1.3M 0.09% -236.0 -5.1% $298.89 +15.5%
131 LMT LOCKHEED MARTIN CORP COM Industrials 2,147.0 $1.3M 0.09% -4K -66.5% $604.56 -11.9%
132 VTI VANGUARD INDEX FDS TOTAL STK M 3,849.0 $1.2M 0.09% -213.0 -5.2% $320.86 +15.1%
133 VWO VANGUARD INTL EQUITY INDEX FDS 22,687.0 $1.2M 0.09% $54.04 +11.5%
134 XLC SELECT SECTOR SPDR TR STATE ST 10,290.0 $1.1M 0.08% -1K -11.9% $110.88 +4.2%
135 GE GE AEROSPACE COM NEW Industrials 3,943.0 $1.1M 0.08% -22.0 -0.6% $283.79 +10.8%
136 MAA MID-AMER APT CMNTYS INC COM Real Estate 8,927.0 $1.1M 0.08% +2K +21.8% $122.10 +6.9%
137 IJH ISHARES TR CORE S&P MCP ETF 15,830.0 $1.1M 0.07% -120.0 -0.8% $67.53 +10.5%
138 RTX RTX CORPORATION COM Industrials 5,542.0 $1.1M 0.07% +837.0 +17.8% $192.89 -7.2%
139 VRSN VERISIGN INC COM Technology 4,257.0 $1.1M 0.07% -167.0 -3.8% $248.30 +23.6%
140 CMCSA COMCAST CORP NEW CL A Communication Services 35,932.0 $1.0M 0.07% +2K +6.3% $28.72 -12.4%
Page 7 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%