13F HOLDINGS REPORT

APPLETON PARTNERS INC/MA

Quarter ended Q4 2025 · Filed January 9, 2026 · Accession 0001193125-26-008702

Total Value

$1.5M

Positions

263

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (263)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	APPLE INC COM	AAPL	341,715	$92,899	6.12%
2	MICROSOFT CORP COM	MSFT	117,451	$56,801	3.74%
3	GOLDMAN SACHS ETF TR ACTIVEBET	NVGLF	423,087	$56,004	3.69%
4	SCHWAB STRATEGIC TR US LRG CAP	808524201	1,846,376	$49,686	3.27%
5	ALPHABET INC CAP STK CL C	GOOG	138,274	$43,390	2.86%
6	AMAZON COM INC COM	AMZN	179,908	$41,526	2.74%
7	BROADCOM INC COM	AVGO	119,632	$41,405	2.73%
8	JPMORGAN CHASE & CO. COM	VYLD	127,112	$40,958	2.70%
9	MICRON TECHNOLOGY INC COM	MU	117,704	$33,594	2.21%
10	GE VERNOVA INC COM	GEV	43,260	$28,273	1.86%
11	VISA INC COM CL A	V	80,275	$28,153	1.85%
12	MORGAN STANLEY COM NEW	MS-PQ	151,496	$26,895	1.77%
13	SELECT SECTOR SPDR TR ENERGY	81369Y506	543,535	$24,301	1.60%
14	J P MORGAN EXCHANGE TRADED FD	46641Q837	479,117	$24,239	1.60%
15	HOME DEPOT INC COM	HD	64,970	$22,356	1.47%
16	META PLATFORMS INC CL A	META	33,489	$22,106	1.46%
17	SCHWAB STRATEGIC TR INTL EQTY	808524805	860,686	$20,691	1.36%
18	ELI LILLY & CO COM	LLY	18,135	$19,489	1.28%
19	GOLDMAN SACHS ETF TR ACTIVEBET	NVGLF	441,848	$18,973	1.25%
20	ISHARES INC CORE MSCI EMKT	46434G103	266,009	$17,881	1.18%
21	WELLTOWER INC COM	WELL	92,966	$17,255	1.14%
22	BERKSHIRE HATHAWAY INC	BRK-A	33,297	$16,737	1.10%
23	NVIDIA CORPORATION COM	NVDA	87,714	$16,359	1.08%
24	INTERCONTINENTAL EXCHANGE INC	45866F104	100,749	$16,317	1.07%
25	NETFLIX INC COM	NFLX	170,594	$15,995	1.05%
26	INTUIT COM	INTU	23,574	$15,616	1.03%
27	ALPHABET INC CAP STK CL A	GOOG	49,574	$15,517	1.02%
28	BLACKSTONE INC COM	BX	98,758	$15,223	1.00%
29	J P MORGAN EXCHANGE TRADED FD	46641Q332	263,716	$15,095	0.99%
30	SPDR SERIES TRUST STATE STREET	78468R200	476,983	$14,658	0.97%
31	UNITEDHEALTH GROUP INC COM	UNH	42,857	$14,148	0.93%
32	SPDR S&P 500 ETF TR TR UNIT	SPY	20,503	$13,981	0.92%
33	DANAHER CORPORATION COM	235851102	55,895	$12,796	0.84%
34	GALLAGHER ARTHUR J & CO COM	363576109	49,292	$12,756	0.84%
35	BOOKING HOLDINGS INC COM	BKNG	2,367	$12,676	0.84%
36	CURTISS WRIGHT CORP COM	CW	22,652	$12,487	0.82%
37	SCHWAB STRATEGIC TR US SML CAP	808524607	438,247	$12,481	0.82%
38	ISHARES TR ISHARES BIOTECH	464287556	73,900	$12,472	0.82%
39	CADENCE DESIGN SYSTEMS INC	CDNS	38,365	$11,992	0.79%
40	QXO INC COM NEW	QXO-PB	613,911	$11,842	0.78%
41	FIRST TR EXCHANGE TRADED FD II	33734X846	162,489	$11,610	0.76%
42	KRATOS DEFENSE & SECURITY SOLU	50077B207	148,287	$11,256	0.74%
43	SHERWIN WILLIAMS CO COM	SHW	34,484	$11,174	0.74%
44	STRYKER CORPORATION COM	SYK	30,507	$10,722	0.71%
45	VERISK ANALYTICS INC COM	VRSK	47,222	$10,563	0.70%
46	DISNEY WALT CO COM	254687106	92,164	$10,485	0.69%
47	EVERCORE INC CLASS A	EVR	30,704	$10,447	0.69%
48	VULCAN MATLS CO COM	929160109	36,273	$10,346	0.68%
49	SPDR SERIES TRUST STATE STREET	78464A375	305,676	$10,335	0.68%
50	J P MORGAN EXCHANGE TRADED FD	46641Q886	91,742	$9,969	0.66%
51	JOHNSON & JOHNSON COM	JNJ	47,188	$9,766	0.64%
52	J P MORGAN EXCHANGE TRADED FD	46641Q845	190,012	$9,515	0.63%
53	ROPER TECHNOLOGIES INC COM	ROP	21,337	$9,498	0.63%
54	MONSTER BEVERAGE CORP NEW COM	MNST	121,703	$9,331	0.61%
55	REPUBLIC SVCS INC COM	760759100	43,269	$9,170	0.60%
56	WASTE CONNECTIONS INC COM	WCN	51,880	$9,098	0.60%
57	COSTCO WHSL CORP NEW COM	22160K105	10,230	$8,822	0.58%
58	PROCTER AND GAMBLE CO COM	742718109	61,222	$8,774	0.58%
59	SPDR SERIES TRUST STATE STREET	78464A649	337,647	$8,694	0.57%
60	THERMO FISHER SCIENTIFIC INC C	TMO	14,898	$8,632	0.57%
61	SPOTIFY TECHNOLOGY SA	SPOT	14,353	$8,335	0.55%
62	SERVICENOW INC COM	NOW	53,889	$8,255	0.54%
63	AUTODESK INC COM	ADSK	27,457	$8,128	0.54%
64	ABBVIE INC COM	ABBV	34,177	$7,809	0.51%
65	WALMART INC COM	WMT	64,257	$7,159	0.47%
66	TJX COS INC NEW COM	872540109	45,815	$7,038	0.46%
67	SOLVENTUM CORP COM SHS	SOLV	88,446	$7,008	0.46%
68	ISHARES TR CORE INTL AGGR	46435G672	135,723	$6,788	0.45%
69	PEPSICO INC COM	PEP	47,207	$6,775	0.45%
70	PALO ALTO NETWORKS INC COM	PANW	36,118	$6,653	0.44%
71	J P MORGAN EXCHANGE TRADED FD	46641Q654	119,572	$6,091	0.40%
72	CONSTELLATION SOFTWARE INC COM	21037X100	2,485	$5,963	0.39%
73	LVMH MOET HENNESSY LOU VUITTON	502441306	37,673	$5,708	0.38%
74	SELECT SECTOR SPDR TR SBI INT-	81369Y886	129,508	$5,529	0.36%
75	MCDONALDS CORP COM	MCD	17,670	$5,400	0.36%
76	FIRST TR EXCHANGE-TRADED FD IV	33738D101	128,625	$4,871	0.32%
77	SCHWAB STRATEGIC TR US REIT ET	808524847	223,625	$4,672	0.31%
78	GOLDMAN SACHS GROUP INC COM	GSCE	5,219	$4,588	0.30%
79	ISHARES TR RUSSELL 2000 ETF	464287655	18,300	$4,505	0.30%
80	CME GROUP INC COM	CME	16,402	$4,479	0.30%
81	CRH PLC ORD	CRH	33,453	$4,175	0.28%
82	HERSHEY CO COM	HSY	21,750	$3,958	0.26%
83	EXXON MOBIL CORP COM	XOM	31,544	$3,796	0.25%
84	CAPITAL ONE FINL CORP COM	14040H105	15,350	$3,720	0.25%
85	GRANITESHARES ETF TR BBG COMMD	38747R108	176,080	$3,717	0.24%
86	FIRST TR EXCH TRADED FD III PF	33739E108	203,925	$3,716	0.24%
87	AMPLIFY ETF TR AMPLIFY CYBERSE	032108664	45,635	$3,668	0.24%
88	AMERICAN TOWER CORP	03027X100	20,804	$3,653	0.24%
89	QUEST DIAGNOSTICS INC COM	DGX	20,982	$3,641	0.24%
90	SELECT SECTOR SPDR TR STATE ST	81369Y803	25,095	$3,613	0.24%
91	ISHARES TR CORE S&P500 ETF	464287200	5,226	$3,579	0.24%
92	TE CONNECTIVITY PLC ORD SHS	TEL	15,132	$3,443	0.23%
93	ROLLINS INC COM	ROL	55,906	$3,355	0.22%
94	SPDR SERIES TRUST STATE STREET	78468R606	139,555	$3,303	0.22%
95	INVESCO EXCH TRADED FD TR II S	IVZ	156,205	$3,280	0.22%
96	LOCKHEED MARTIN CORP COM	LMT	6,416	$3,103	0.20%
97	MEDTRONIC PLC SHS	MDT	32,200	$3,093	0.20%
98	NORTHROP GRUMMAN CORP COM	NOC	5,376	$3,065	0.20%
99	HONEYWELL INTL INC COM	438516106	15,321	$2,989	0.20%
100	ISHARES TR MSCI EAFE ETF	464287465	30,501	$2,929	0.19%
101	CORNING INC COM	GLW	32,780	$2,870	0.19%
102	CINTAS CORP COM	CTAS	15,045	$2,830	0.19%
103	BROADRIDGE FINL SOLUTIONS INC	11133T103	12,072	$2,694	0.18%
104	VANGUARD TAX-MANAGED FDS VAN F	921943858	40,550	$2,533	0.17%
105	SCHWAB STRATEGIC TR US LCAP GR	808524300	69,026	$2,252	0.15%
106	AIR PRODS & CHEMS INC COM	AIIR	8,886	$2,195	0.14%
107	SYSCO CORP COM	SYY	29,438	$2,169	0.14%
108	NINTENDO LTD UNSPON ADS	NODK	127,454	$2,154	0.14%
109	ISHARES TR RUS MID CAP ETF	464287499	22,150	$2,132	0.14%
110	BANK AMERICA CORP COM	060505104	38,416	$2,113	0.14%
111	NIKE INC CL B	NKE	32,944	$2,099	0.14%
112	AUTOMATIC DATA PROCESSING INC	ADP	8,102	$2,084	0.14%
113	WATSCO INC COM	WSO-B	6,124	$2,063	0.14%
114	HOULIHAN LOKEY INC CL A	HLI	11,254	$1,960	0.13%
115	EQUINIX INC COM	EQIX	2,488	$1,906	0.13%
116	ZOETIS INC CL A	ZTS	15,037	$1,892	0.12%
117	ABBOTT LABS COM	ABLZF	13,856	$1,736	0.11%
118	AMGEN INC COM	AMGN	5,302	$1,735	0.11%
119	SPDR GOLD TR GOLD SHS	GLD	4,141	$1,641	0.11%
120	AMPHENOL CORP NEW CL A	032095101	11,722	$1,584	0.10%
121	VANGUARD INDEX FDS MID CAP ETF	922908629	5,441	$1,579	0.10%
122	SELECT SECTOR SPDR TR STATE ST	81369Y605	28,618	$1,567	0.10%
123	CISCO SYS INC COM	CSCO	20,335	$1,566	0.10%
124	ISHARES TR RUS 1000 GRW ETF	464287614	3,278	$1,552	0.10%
125	ISHARES TR RUS 2000 GRW ETF	464287648	4,639	$1,498	0.10%
126	VANGUARD INTL EQUITY INDEX FDS	922042775	20,053	$1,475	0.10%
127	INVESCO QQQ TR UNIT SER 1	IVZ	2,385	$1,465	0.10%
128	VANGUARD INDEX FDS LARGE CAP E	922908637	4,639	$1,460	0.10%
129	SELECT SECTOR SPDR TR STATE ST	81369Y852	11,677	$1,375	0.09%
130	VANGUARD INDEX FDS TOTAL STK M	922908769	4,062	$1,362	0.09%
131	DUPONT DE NEMOURS INC COM	DD	32,314	$1,299	0.09%
132	GE AEROSPACE COM NEW	369604301	3,965	$1,221	0.08%
133	VANGUARD INTL EQUITY INDEX FDS	922042858	22,687	$1,220	0.08%
134	ORACLE CORP COM	ORCL-PD	6,141	$1,197	0.08%
135	ADOBE INC COM	ADBE	3,346	$1,171	0.08%
136	VANGUARD WORLD FD INF TECH ETF	92204A702	1,495	$1,127	0.07%
137	CATERPILLAR INC COM	CAT	1,888	$1,082	0.07%
138	SPDR SERIES TRUST STATE STREET	78468R556	8,534	$1,078	0.07%
139	VERISIGN INC COM	VRSN	4,424	$1,075	0.07%
140	ISHARES TR CORE S&P MCP ETF	464287507	15,950	$1,053	0.07%
141	GLOBAL X FDS US PFD ETF	37954Y657	55,536	$1,050	0.07%
142	MID-AMER APT CMNTYS INC COM	59522J103	7,331	$1,018	0.07%
143	COMCAST CORP NEW CL A	CCZ	33,805	$1,010	0.07%
144	WELLS FARGO CO NEW COM	949746101	10,692	$996	0.07%
145	ISHARES TR MSCI EMG MKT ETF	464287234	16,836	$921	0.06%
146	VANGUARD SPECIALIZED FUNDS DIV	921908844	4,165	$915	0.06%
147	ISHARES TR RUS MD CP GR ETF	464287481	6,672	$914	0.06%
148	INTERNATIONAL BUSINESS MACHS C	INTR	3,027	$897	0.06%
149	ISHARES TR SELECT DIVID ETF	464287168	6,184	$873	0.06%
150	RTX CORPORATION COM	RTX	4,705	$863	0.06%
151	ISHARES GOLD TRUST	IAU	10,517	$854	0.06%
152	COCA COLA CO COM	KO	12,068	$844	0.06%
153	VANGUARD INDEX FDS S&P 500 ETF	922908363	1,316	$825	0.05%
154	VERTEX PHARMACEUTICALS INC	VRTX	1,808	$820	0.05%
155	SPDR SERIES TRUST STATE STREET	78464A763	5,860	$815	0.05%
156	SCHWAB STRATEGIC TR FUNDAMENTA	808524771	29,288	$797	0.05%
157	SPDR INDEX SHS FDS MSCI EMRG M	78463X426	11,874	$785	0.05%
158	SPDR S&P MIDCAP 400 ETF TR UTS	MDY	1,300	$784	0.05%
159	WABTEC COM	929740108	3,662	$782	0.05%
160	ISHARES TR CORE UNIVRSL USD	46434V613	16,680	$776	0.05%
161	MERCK & CO INC COM	MRK	7,296	$768	0.05%
162	TEXAS INSTRS INC COM	882508104	4,377	$759	0.05%
163	BERKSHIRE HATHAWAY INC	BRK-A	1	$755	0.05%
164	CSX CORP COM	CSX	20,570	$746	0.05%
165	ACCENTURE PLC IRELAND SHS CLAS	ACN	2,774	$744	0.05%
166	UNION PAC CORP COM	UNP	3,075	$711	0.05%
167	TRANE TECHNOLOGIES PLC SHS	TT	1,756	$683	0.04%
168	3M CO COM	MMM	4,199	$672	0.04%
169	SCHWAB STRATEGIC TR FUNDAMENTA	808524755	14,656	$663	0.04%
170	WORLD GOLD TR SPDR GLD MINIS	GLDW	7,601	$649	0.04%
171	SCHWAB STRATEGIC TR US DIVIDEN	808524797	22,828	$626	0.04%
172	SPDR DOW JONES INDL AVERAGE ET	78467X109	1,289	$619	0.04%
173	VANGUARD WORLD FD ESG US STK E	921910733	5,057	$612	0.04%
174	TRAVELERS COMPANIES INC COM	TRV	2,107	$611	0.04%
175	INTEL CORP COM	INTC	16,451	$607	0.04%
176	CHUBB LIMITED COM	CB	1,940	$606	0.04%
177	DEERE & CO COM	DE	1,234	$575	0.04%
178	WASTE MGMT INC DEL COM	94106L109	2,548	$560	0.04%
179	ISHARES TR MSCI EAFE MIN VL	46429B689	6,454	$557	0.04%
180	MONDELEZ INTL INC CL A	609207105	10,237	$551	0.04%
181	VANGUARD INDEX FDS SMALL CP ET	922908751	2,112	$545	0.04%
182	YUM BRANDS INC COM	YUM	3,586	$542	0.04%
183	VANGUARD INTL EQUITY INDEX FDS	922042718	3,765	$540	0.04%
184	SALESFORCE INC COM	CRM	2,036	$539	0.04%
185	AFLAC INC COM	AFL	4,863	$536	0.04%
186	ARCHER DANIELS MIDLAND CO COM	ADM	9,282	$534	0.04%
187	VALERO ENERGY CORP COM	VLO	3,159	$514	0.03%
188	ISHARES TR CORE MSCI EAFE	46432F842	5,521	$494	0.03%
189	ISHARES TR CORE S&P SCP ETF	464287804	4,088	$491	0.03%
190	SILVERCREST ASSET MGMT GROUP I	828359109	31,650	$481	0.03%
191	ISHARES TR RUS 2000 VAL ETF	464287630	2,654	$481	0.03%
192	STARBUCKS CORP COM	SBUX	5,661	$477	0.03%
193	GOLDMAN SACHS ETF TR JUST US L	NVGLF	4,903	$474	0.03%
194	AT&T INC COM	T-PC	18,955	$471	0.03%
195	ILLINOIS TOOL WKS INC COM	452308109	1,870	$461	0.03%
196	PROGRESSIVE CORP COM	743315103	1,997	$455	0.03%
197	ISHARES TR ESG AW MSCI EAFE	46435G516	4,664	$443	0.03%
198	VANGUARD INDEX FDS GROWTH ETF	922908736	899	$439	0.03%
199	THE CIGNA GROUP COM	125523100	1,592	$438	0.03%
200	VERIZON COMMUNICATIONS INC COM	VZ	10,730	$437	0.03%
201	ISHARES INC MSCI GBL MIN VOL	464286525	3,575	$425	0.03%
202	SCHWAB STRATEGIC TR US BRD MKT	808524102	16,043	$421	0.03%
203	SELECT SECTOR SPDR TR STATE ST	81369Y308	5,414	$421	0.03%
204	ISHARES TR RUS MDCP VAL ETF	464287473	2,956	$417	0.03%
205	CHEVRON CORP NEW COM	CVX	2,676	$408	0.03%
206	T-MOBILE US INC COM	TMUSZ	1,996	$405	0.03%
207	WEC ENERGY GROUP INC COM	WEC	3,806	$401	0.03%
208	SCHWAB STRATEGIC TR EMRG MKTEQ	808524706	11,884	$389	0.03%
209	ISHARES TR CORE S&P TTL STK	464287150	2,611	$388	0.03%
210	TESLA INC COM	TSLA	858	$386	0.03%
211	OREILLY AUTOMOTIVE INC COM	67103H107	4,209	$384	0.03%
212	CHURCH & DWIGHT CO INC COM	CHD	4,557	$382	0.03%
213	BOEING CO COM	BA-PA	1,741	$378	0.02%
214	VANGUARD INDEX FDS VALUE ETF	922908744	1,958	$374	0.02%
215	SCHWAB STRATEGIC TR FUNDAMENTA	808524763	11,818	$372	0.02%
216	DARDEN RESTAURANTS INC	DRI	1,986	$365	0.02%
217	GLOBAL X FDS VDEO GAM ESPRT	37954Y392	12,157	$362	0.02%
218	BROOKFIELD CORP CL A LTD VT SH	11271J107	7,809	$358	0.02%
219	FIDELITY WISE ORIGIN BITCOIN F	FBTC	4,534	$346	0.02%
220	ISHARES TR RUS 1000 VAL ETF	464287598	1,639	$345	0.02%
221	EOG RES INC COM	EOG	3,285	$345	0.02%
222	PROFESIONALLY MANAGED PORTFOLI	74316P579	5,251	$344	0.02%
223	VANGUARD INDEX FDS SM CP VAL E	922908611	1,591	$337	0.02%
224	VANGUARD WHITEHALL FDS HIGH DI	921946406	2,330	$334	0.02%
225	COLGATE PALMOLIVE CO COM	CL	4,071	$322	0.02%
226	NEXTERA ENERGY INC COM	NEE-PW	4,004	$321	0.02%
227	ISHARES INC MSCI EMERG MRKT	464286533	4,987	$319	0.02%
228	J P MORGAN EXCHANGE TRADED FD	46654Q203	5,440	$316	0.02%
229	QNITY ELECTRONICS INC COMMON S	Q	3,780	$309	0.02%
230	NUCOR CORP COM	NUE	1,897	$309	0.02%
231	ISHARES TR S&P 500 VAL ETF	464287408	1,440	$305	0.02%
232	FORD MTR CO COM	345370860	22,996	$302	0.02%
233	MONGODB INC CL A	MDB	712	$299	0.02%
234	VANGUARD WORLD FD HEALTH CAR E	92204A504	1,040	$299	0.02%
235	INVESCO EXCHANGE TRADED FD TR	IVZ	1,540	$295	0.02%
236	SOUTHERN CO COM	SOMN	3,375	$294	0.02%
237	ISHARES TR U.S. ENERGY ETF	464287796	6,089	$289	0.02%
238	FIRST TR EXCHANGE-TRADED FD US	336920103	1,716	$281	0.02%
239	EXPEDIA GROUP INC COM NEW	EXPE	990	$280	0.02%
240	SCHWAB STRATEGIC TR FUNDAMENTA	808524730	7,252	$262	0.02%
241	FORTIVE CORP COM	FTV	4,580	$253	0.02%
242	PROSHARES TR SP500 EX ENRGY	74347B581	3,321	$245	0.02%
243	CORTEVA INC COM	CTVA	3,651	$245	0.02%
244	WISDOMTREE TR US MIDCAP DIVID	WT	4,689	$242	0.02%
245	SCHWAB STRATEGIC TR US MID-CAP	808524508	7,844	$236	0.02%
246	GENERAL MLS INC COM	370334104	5,006	$233	0.02%
247	LOWES COS INC COM	548661107	964	$232	0.02%
248	YUM CHINA HLDGS INC COM	YUMC	4,810	$230	0.02%
249	AON PLC SHS CL A	AON	645	$228	0.02%
250	SHELL PLC SPON ADS	RYDAF	3,086	$227	0.01%
251	RLI CORP COM	RLI	3,415	$218	0.01%
252	NVENT ELECTRIC PLC SHS	NVT	2,120	$216	0.01%
253	SPDR SERIES TRUST STATE STREET	78464A839	2,489	$211	0.01%
254	VANGUARD WORLD FD COMM SRVC ET	92204A884	1,087	$210	0.01%
255	NORTHERN TR CORP COM	NTRSO	1,540	$210	0.01%
256	PFIZER INC COM	PFE	8,376	$209	0.01%
257	VANGUARD WORLD FD ESG INTL STK	921910725	2,925	$209	0.01%
258	SCHWAB STRATEGIC TR US LCAP VA	808524409	7,031	$208	0.01%
259	VANGUARD INTL EQUITY INDEX FDS	922042874	2,450	$205	0.01%
260	UBER TECHNOLOGIES INC	UBER	2,510	$205	0.01%
261	INVESCO EXCH TRADED FD TR II S	IVZ	2,863	$204	0.01%
262	SELECT SECTOR SPDR TR STATE ST	81369Y100	4,431	$201	0.01%
263	CLIFTON MNG CO COM	186904108	25,000	$3	0.00%