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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 8 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VGT VANGUARD WORLD FD INF TECH ETF 1,460.0 $1.0M 0.07% -35.0 -2.3% $697.95 -83.1%
142 EEM ISHARES TR MSCI EMG MKT ETF 16,636.0 $945K 0.07% -200.0 -1.2% $56.80 +20.4%
143 DVY ISHARES TR SELECT DIVID ETF 6,184.0 $936K 0.07% $151.36 +2.6%
144 IAU ISHARES GOLD TRUST Financial Services 10,392.0 $916K 0.06% -125.0 -1.2% $88.14 -3.8%
145 WAB WABTEC COM Industrials 3,646.0 $911K 0.06% $249.86 +2.6%
146 VIG VANGUARD SPECIALIZED FUNDS DIV 4,195.0 $902K 0.06% +30.0 +0.7% $215.02 +8.5%
147 KO COCA COLA CO COM Consumer Defensive 11,575.0 $880K 0.06% -493.0 -4.1% $76.03 +5.8%
148 IWP ISHARES TR RUS MD CP GR ETF 6,672.0 $855K 0.06% $128.15 +9.9%
149 CSX CSX CORP COM Industrials 20,476.0 $841K 0.06% $41.07 +13.5%
150 VOO VANGUARD INDEX FDS S&P 500 ETF 1,386.0 $828K 0.06% +70.0 +5.3% $597.40 +15.5%
151 TXN TEXAS INSTRS INC COM Technology 4,258.0 $827K 0.06% -119.0 -2.7% $194.22 +67.3%
152 MDY SPDR S&P MIDCAP 400 ETF TR UTS Financial Services 1,300.0 $802K 0.06% $616.92 +10.4%
153 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,789.0 $799K 0.06% -19.0 -1.1% $446.62 -2.4%
154 QEMM SPDR INDEX SHS FDS MSCI EMRG M 11,499.0 $797K 0.06% -375.0 -3.2% $69.31 +18.2%
155 PFFD GLOBAL X FDS US PFD ETF 42,309.0 $778K 0.05% -13K -23.8% $18.39 +2.8%
156 IUSB ISHARES TR CORE UNIVRSL USD 16,690.0 $771K 0.05% $46.20 -0.4%
157 MRK MERCK & CO INC COM Healthcare 6,368.0 $766K 0.05% -928.0 -12.7% $120.29 -0.4%
158 ORCL ORACLE CORP COM Technology 5,193.0 $764K 0.05% -948.0 -15.4% $147.12 +31.2%
159 TT TRANE TECHNOLOGIES PLC SHS Industrials 1,818.0 $758K 0.05% +62.0 +3.5% $416.94 +10.7%
160 FNDX SCHWAB STRATEGIC TR FUNDAMENTA 26,998.0 $752K 0.05% -2K -7.8% $27.85 +11.0%
Page 8 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%