Appleton Partners
Latest statistics and disclosures from Appleton Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MU, GSLC, SCHX, GOOG, and represent 21.49% of Appleton Partners's stock portfolio.
- Added to shares of these 10 stocks: BKNG (+$11M), FSMD (+$8.8M), AVSC (+$8.6M), MHVIY (+$5.2M), TER (+$5.0M), FLRN, HON, CNSWF, HONA, DD.
- Started 24 new stock positions in MDYV, LRCX, PH, AMD, DD, AVSC, RSPT, FPX, FSMD, BND. MDB, IGM, VXUS, MHVIY, HON, VTEB, SPYX, SMTH, VSGX, GPIQ, TER, AMAT, HONA, GPC.
- Reduced shares in these 10 stocks: MU (-$26M), JPSE (-$9.4M), JPME (-$9.0M), GEV, Honeywell International, MS, AVGO, AAPL, GLW, NKE.
- Sold out of its positions in Dupont De Nemours, Honeywell International, SPLV, LOW, MRVL, NKE, PFE, SCHB, SCHM, VHT. YUMC.
- Appleton Partners was a net seller of stock by $-12M.
- Appleton Partners has $1.6B in assets under management (AUM), dropping by 13.84%.
- Central Index Key (CIK): 0001055290
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Portfolio Holdings for Appleton Partners
Appleton Partners holds 275 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple CS (AAPL) | 5.8 | $95M | -2% | 330k | 289.36 |
|
| Micron Technology CS (MU) | 5.7 | $93M | -22% | 80k | 1154.30 |
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| Goldman Sachs Etf Tr Activebet Etf (GSLC) | 3.7 | $60M | 422k | 141.89 |
|
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.4 | $55M | 1.9M | 29.43 |
|
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| Alphabet Inc Cap Stk Cl C CS (GOOG) | 2.9 | $48M | 136k | 353.33 |
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| Ge Vernova CS (GEV) | 2.8 | $45M | -8% | 38k | 1174.87 |
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| Microsoft Corp CS (MSFT) | 2.7 | $43M | -2% | 116k | 373.02 |
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| Broadcom CS (AVGO) | 2.6 | $43M | -4% | 113k | 377.75 |
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| Amazon CS (AMZN) | 2.6 | $42M | 177k | 238.34 |
|
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| Jpmorgan Chase & Co CS (JPM) | 2.5 | $41M | 125k | 327.33 |
|
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| Morgan Stanley CS (MS) | 1.8 | $29M | -7% | 139k | 209.04 |
|
| Select Sector Spdr Tr St Str E CS (XLE) | 1.8 | $29M | +5% | 546k | 53.11 |
|
| Visa Inc Com Cl A CS (V) | 1.7 | $27M | 80k | 343.10 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.5 | $25M | +2% | 892k | 27.70 |
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| Eli Lilly & Co CS (LLY) | 1.4 | $24M | +3% | 20k | 1199.42 |
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| J P Morgan Exchange Traded Etf (JPST) | 1.4 | $23M | 450k | 50.57 |
|
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| Globalfoundries Inc Ordinary S CS (GFS) | 1.4 | $22M | 272k | 82.41 |
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| Welltower CS (WELL) | 1.4 | $22M | +3% | 98k | 226.97 |
|
| Ishares Inc Core Msci Emkt Etf (IEMG) | 1.3 | $22M | 265k | 82.84 |
|
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| Goldman Sachs Etf Tr Activebet Etf (GSIE) | 1.3 | $21M | +3% | 462k | 45.70 |
|
| Meta Platforms Inc Cl A CS (META) | 1.2 | $19M | 34k | 563.29 |
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| Nvidia Corporation CS (NVDA) | 1.1 | $19M | +8% | 93k | 200.09 |
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| Unitedhealth Group CS (UNH) | 1.0 | $17M | -2% | 41k | 415.63 |
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| Curtiss Wright Corp CS (CW) | 1.0 | $17M | 22k | 757.74 |
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| Berkshire Hathaway CS (BRK.B) | 1.0 | $16M | 32k | 500.40 |
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| Alphabet Inc Cap Stk Cl A CS (GOOGL) | 1.0 | $16M | -3% | 45k | 357.38 |
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| Spdr Series Trust St Str Rate Etf (FLRN) | 1.0 | $16M | +13% | 507k | 30.85 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.9 | $15M | -4% | 418k | 36.13 |
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| J P Morgan Exchange Traded Etf (JEPI) | 0.9 | $15M | +2% | 266k | 56.48 |
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| Cadence Design Systems CS (CDNS) | 0.9 | $15M | 39k | 375.33 |
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| State Str Spdr S&p 500 Etf Tr Etf (SPY) | 0.9 | $15M | -2% | 20k | 746.76 |
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| Ishares Tr Ishares Biotech CS (IBB) | 0.9 | $14M | 75k | 190.20 |
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| First Tr Exchange-traded Fd Ii CS (CIBR) | 0.9 | $14M | -5% | 154k | 89.85 |
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| Netflix CS (NFLX) | 0.8 | $14M | 193k | 71.40 |
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| Intercontinental Exchange CS (ICE) | 0.8 | $13M | +2% | 102k | 123.11 |
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| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.8 | $12M | +7% | 366k | 33.46 |
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| Blackstone CS (BX) | 0.7 | $12M | 104k | 117.67 |
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| Monster Beverage Corp CS (MNST) | 0.7 | $12M | +2% | 126k | 96.12 |
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| Sherwin Williams CS (SHW) | 0.7 | $12M | 35k | 344.32 |
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| Home Depot CS (HD) | 0.7 | $12M | -7% | 34k | 352.69 |
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| Johnson & Johnson CS (JNJ) | 0.7 | $12M | 46k | 253.98 |
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| Palo Alto Networks CS (PANW) | 0.7 | $12M | -4% | 34k | 341.03 |
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| Booking Holdings CS (BKNG) | 0.7 | $11M | +2541% | 64k | 178.24 |
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| Solventum Corp CS (SOLV) | 0.7 | $11M | +4% | 148k | 77.15 |
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| Qxo CS (QXO) | 0.7 | $11M | 651k | 17.28 |
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| Vulcan Matls CS (VMC) | 0.7 | $11M | +3% | 38k | 295.02 |
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| Evercore Inc Class A CS (EVR) | 0.7 | $11M | 32k | 341.44 |
|
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| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.6 | $11M | +8% | 414k | 25.52 |
|
| Stryker Corporation CS (SYK) | 0.6 | $11M | +8% | 33k | 314.85 |
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| Danaher Corp Del CS (DHR) | 0.6 | $10M | -3% | 55k | 190.48 |
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| S&p Global CS (SPGI) | 0.6 | $9.2M | 23k | 407.26 |
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| Waste Connections CS (WCN) | 0.6 | $9.0M | +4% | 54k | 166.68 |
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| Republic Svcs CS (RSG) | 0.5 | $8.9M | -3% | 42k | 213.08 |
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| Disney Walt CS (DIS) | 0.5 | $8.8M | 91k | 96.25 |
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| Fidelity Covington Trust Sml M Etf (FSMD) | 0.5 | $8.8M | NEW | 166k | 52.85 |
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| American Centy Etf Tr Avantis Etf (AVSC) | 0.5 | $8.6M | NEW | 118k | 73.34 |
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| Costco Wholesale Corporation C CS (COST) | 0.5 | $8.6M | -2% | 9.2k | 935.52 |
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| Abbvie CS (ABBV) | 0.5 | $8.6M | -2% | 34k | 251.63 |
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| Ishares Tr Core Intl Aggr Etf (IAGG) | 0.5 | $7.8M | +7% | 154k | 50.60 |
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| Procter & Gamble CS (PG) | 0.5 | $7.7M | -12% | 53k | 146.63 |
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| Verisk Analytics CS (VRSK) | 0.5 | $7.7M | -5% | 43k | 179.54 |
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| Kratos Defense & Security Solu CS (KTOS) | 0.5 | $7.4M | +3% | 149k | 49.86 |
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| Spotify Technology Sa CS (SPOT) | 0.4 | $6.7M | +2% | 15k | 459.14 |
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| Walmart CS (WMT) | 0.4 | $6.7M | -5% | 59k | 113.26 |
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| Servicenow CS (NOW) | 0.4 | $6.6M | +4% | 67k | 99.28 |
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| Tjx Cos CS (TJX) | 0.4 | $6.6M | 44k | 151.50 |
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| Pepsico CS (PEP) | 0.4 | $6.1M | -2% | 45k | 135.39 |
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| Corning CS (GLW) | 0.4 | $6.1M | -22% | 24k | 255.44 |
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| Constellation Software CS (CNSWF) | 0.4 | $6.0M | +38% | 3.2k | 1887.94 |
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| Thermo Fisher Scientific Inc C CS (TMO) | 0.4 | $5.8M | -15% | 12k | 501.35 |
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| J P Morgan Exchange Traded Etf (JMST) | 0.3 | $5.7M | -11% | 112k | 51.00 |
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| First Tr Exchange-traded Fd Iv Etf (EMLP) | 0.3 | $5.6M | 129k | 43.50 |
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| Schwab Strategic Tr Us Reit Et Etf (SCHH) | 0.3 | $5.5M | 234k | 23.68 |
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| Select Sector Spdr Tr St Str U CS (XLU) | 0.3 | $5.5M | -6% | 120k | 45.34 |
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| Ishares Tr Russell 2000 Etf Etf (IWM) | 0.3 | $5.3M | -2% | 18k | 300.45 |
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| Autodesk CS (ADSK) | 0.3 | $5.2M | -3% | 27k | 194.42 |
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| Mitsubishi Heavy Industries Lt CS (MHVIY) | 0.3 | $5.2M | NEW | 462k | 11.28 |
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| Goldman Sachs Group CS (GS) | 0.3 | $5.1M | 5.1k | 1011.39 |
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| Teradyne CS (TER) | 0.3 | $5.0M | NEW | 10k | 483.85 |
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| First Tr Exch Traded Fd Iii Pf Etf (FPE) | 0.3 | $4.7M | +10% | 260k | 17.88 |
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| Amplify Etf Tr Amplify Cyberse CS (HACK) | 0.3 | $4.6M | 44k | 104.93 |
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| Select Sector Spdr Tr St Str T CS (XLK) | 0.3 | $4.6M | 24k | 190.51 |
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| Mcdonalds Corp CS (MCD) | 0.3 | $4.5M | 17k | 270.32 |
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| Quest Diagnostics CS (DGX) | 0.3 | $4.4M | 21k | 211.93 |
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| Hershey CS (HSY) | 0.3 | $4.3M | +2% | 24k | 175.44 |
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| Graniteshares Etf Tr Bbg Commd Etf (COMB) | 0.3 | $4.2M | -2% | 176k | 24.08 |
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| Ishares Tr Core S&p500 Etf Etf (IVV) | 0.3 | $4.2M | +7% | 5.6k | 748.75 |
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| Lvmh Moet Hennessy Louis CS (LVMUY) | 0.2 | $4.1M | -4% | 37k | 110.69 |
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| Exxon Mobil Corp CS (XOM) | 0.2 | $3.9M | -4% | 29k | 136.73 |
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| Spdr Series Trust St Port High Etf (SPHY) | 0.2 | $3.7M | +7% | 156k | 23.44 |
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| Invesco Exchange-traded Fd Tr Etf (BKLN) | 0.2 | $3.5M | +5% | 170k | 20.37 |
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| Cme Group CS (CME) | 0.2 | $3.3M | -6% | 15k | 220.83 |
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| Crh Plc Ord CS (CRH) | 0.2 | $3.3M | -8% | 30k | 107.01 |
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| American Tower Corp CS (AMT) | 0.2 | $3.1M | -3% | 19k | 163.57 |
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| Ishares Tr Msci Eafe Etf Etf (EFA) | 0.2 | $3.1M | -2% | 30k | 103.88 |
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| Air Products And Chemicals CS (APD) | 0.2 | $3.0M | 10k | 293.16 |
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| Capital One Finl Corp CS (COF) | 0.2 | $2.9M | 15k | 200.64 |
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| Te Connectivity Plc Ord CS (TEL) | 0.2 | $2.9M | -4% | 14k | 201.60 |
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| Vanguard Tax-managed Fds Van F Etf (VEA) | 0.2 | $2.9M | 40k | 71.24 |
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| J P Morgan Exchange Traded Etf (JPME) | 0.2 | $2.5M | -78% | 20k | 124.21 |
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| Cintas Corp CS (CTAS) | 0.2 | $2.5M | -5% | 15k | 170.10 |
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| Watsco CS (WSO) | 0.1 | $2.4M | -2% | 5.8k | 416.67 |
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| Medtronic CS (MDT) | 0.1 | $2.4M | -2% | 31k | 78.23 |
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| Equinix CS (EQIX) | 0.1 | $2.4M | -5% | 2.3k | 1042.26 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $2.3M | 69k | 33.85 |
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| Ishares Tr Rus Mid Cap Etf Etf (IWR) | 0.1 | $2.3M | -4% | 21k | 110.33 |
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| Cisco Sys CS (CSCO) | 0.1 | $2.3M | -3% | 20k | 117.48 |
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| Rollins CS (ROL) | 0.1 | $2.3M | -3% | 55k | 41.73 |
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| J P Morgan Exchange Traded Etf (JPSE) | 0.1 | $2.1M | -81% | 35k | 60.16 |
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| Bank Of Amer Corp CS (BAC) | 0.1 | $2.1M | 37k | 56.99 |
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| Intuit CS (INTU) | 0.1 | $2.1M | -3% | 7.9k | 261.05 |
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| Caterpillar CS (CAT) | 0.1 | $2.0M | 1.9k | 1064.93 |
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| Intel Corp CS (INTC) | 0.1 | $1.9M | -3% | 14k | 139.63 |
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| Amphenol Corp Cl A CS (APH) | 0.1 | $1.9M | -5% | 11k | 176.31 |
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| Ishares Tr Rus 2000 Grw Etf Etf (IWO) | 0.1 | $1.8M | 4.6k | 394.02 |
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| Amgen CS (AMGN) | 0.1 | $1.8M | -4% | 4.8k | 362.10 |
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| Automatic Data Processing CS (ADP) | 0.1 | $1.7M | 7.8k | 224.00 |
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| Honeywell Intl CS (HON) | 0.1 | $1.7M | NEW | 7.7k | 223.96 |
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| Invesco Qqq Tr Unit Ser 1 Etf (QQQ) | 0.1 | $1.7M | -3% | 2.3k | 736.50 |
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| Honeywell Aerospace CS (HONA) | 0.1 | $1.6M | NEW | 7.5k | 221.12 |
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| Vanguard Index Fds Mid Cap Etf Etf (VO) | 0.1 | $1.6M | +277% | 20k | 80.56 |
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| Nintendo Ltd Unspon Ads CS (NTDOY) | 0.1 | $1.6M | -5% | 154k | 10.48 |
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| Vanguard Intl Equity Index Fds Etf (VEU) | 0.1 | $1.6M | 19k | 83.77 |
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| Ishares Tr Rus 1000 Grw Etf Etf (IWF) | 0.1 | $1.6M | +299% | 13k | 124.14 |
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| Broadridge Finl Solutions CS (BR) | 0.1 | $1.6M | -3% | 12k | 136.94 |
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| Dupont De Nemours Inc Common S CS (DD) | 0.1 | $1.6M | NEW | 11k | 135.66 |
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| Vanguard Index Fds Large Cap E Etf (VV) | 0.1 | $1.5M | 4.4k | 343.86 |
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| Spdr Gold Tr Gold Etf (GLD) | 0.1 | $1.5M | 4.1k | 368.42 |
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| Northrop Grumman Corp CS (NOC) | 0.1 | $1.5M | +10% | 3.0k | 509.47 |
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| Select Sector Spdr Tr St Str F CS (XLF) | 0.1 | $1.5M | -3% | 27k | 53.59 |
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| Vanguard Index Fds Total Stk M Etf (VTI) | 0.1 | $1.4M | 3.8k | 369.99 |
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| Mid-amer Apt Cmntys CS (MAA) | 0.1 | $1.4M | +12% | 10k | 138.89 |
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| Ge Aerospace CS (GE) | 0.1 | $1.4M | -7% | 3.7k | 373.84 |
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| Vanguard World Fd Inf Tech Etf Etf (VGT) | 0.1 | $1.4M | +681% | 11k | 119.49 |
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| Goldman Sachs Etf Tr S&p 500 P Etf (GPIX) | 0.1 | $1.3M | +442% | 24k | 55.59 |
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| Vanguard Intl Equity Index Fds Etf (VWO) | 0.1 | $1.3M | 22k | 59.70 |
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| Roper Technologies CS (ROP) | 0.1 | $1.3M | -6% | 3.9k | 338.42 |
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| Sysco Corp CS (SYY) | 0.1 | $1.3M | -48% | 15k | 83.61 |
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| Ishares Tr Core S&p Mcp Etf Etf (IJH) | 0.1 | $1.3M | +2% | 16k | 77.10 |
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| Genuine Parts CS (GPC) | 0.1 | $1.2M | NEW | 10k | 117.96 |
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| Houlihan Lokey Inc Cl A CS (HLI) | 0.1 | $1.2M | -5% | 9.1k | 134.10 |
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| Spdr Series Trust Sp O&g Expl CS (XOP) | 0.1 | $1.2M | 7.8k | 154.31 |
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| Abbott Laboratories CS (ABT) | 0.1 | $1.2M | -4% | 13k | 90.74 |
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| Select Sector Spdr Tr St Str S CS (XLC) | 0.1 | $1.2M | +5% | 11k | 107.11 |
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| Ishares Tr Msci Emg Mkt Etf Etf (EEM) | 0.1 | $1.1M | -5% | 16k | 68.42 |
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| Verisign CS (VRSN) | 0.1 | $1.1M | 4.3k | 251.59 |
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| Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) | 0.1 | $1.0M | NEW | 18k | 59.29 |
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| Rtx Corporation CS (RTX) | 0.1 | $1.0M | 5.5k | 189.70 |
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| Lockheed Martin Corp CS (LMT) | 0.1 | $1.0M | -5% | 2.0k | 509.64 |
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| Wabtec CS (WAB) | 0.1 | $983k | 3.6k | 269.61 |
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| Csx Corp CS (CSX) | 0.1 | $971k | 20k | 47.52 |
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| Ishares Tr Rus Md Cp Gr Etf Etf (IWP) | 0.1 | $970k | 6.6k | 146.48 |
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| Ishares Tr Select Divid Etf Etf (DVY) | 0.1 | $967k | 6.2k | 156.37 |
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| Merck & Co CS (MRK) | 0.1 | $939k | +14% | 7.3k | 128.51 |
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| Schwab Strategic Tr Fundamenta Etf (FNDX) | 0.1 | $919k | +9% | 30k | 31.08 |
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| Coca Cola CS (KO) | 0.1 | $916k | -2% | 11k | 81.26 |
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| State Str Spdr S&p Midcap 400 Etf (MDY) | 0.1 | $900k | 1.3k | 703.12 |
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| Spdr Index Shs Fds St Str Msci Etf (QEMM) | 0.1 | $897k | -2% | 11k | 79.88 |
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| Trane Technologies CS (TT) | 0.1 | $867k | -2% | 1.8k | 490.94 |
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| Texas Instrs CS (TXN) | 0.1 | $862k | -32% | 2.9k | 298.06 |
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| International Business Machs C CS (IBM) | 0.1 | $858k | 3.1k | 281.13 |
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| Vanguard Specialized Funds Div Etf (VIG) | 0.1 | $853k | -14% | 3.6k | 236.55 |
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| Vertex Pharmaceuticals CS (VRTX) | 0.1 | $849k | -4% | 1.7k | 496.49 |
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| Schwab Strategic Tr Fundamenta Etf (FNDF) | 0.1 | $823k | +9% | 16k | 52.75 |
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| Comcast Corp New Cl A CS (CMCSA) | 0.1 | $819k | -7% | 33k | 24.55 |
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| Union Pac Corp CS (UNP) | 0.0 | $812k | 3.0k | 272.03 |
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| Valero Energy Corp CS (VLO) | 0.0 | $789k | 3.0k | 260.48 |
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| Ishares Tr Core Univrsl Usd Etf (IUSB) | 0.0 | $777k | 17k | 46.16 |
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| Ishares Gold Trust Etf (IAU) | 0.0 | $766k | -2% | 10k | 75.47 |
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| Berkshire Hathaway CS (BRK.A) | 0.0 | $749k | 1.00 | 749000.00 |
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| Vanguard Index Fds S&p 500 Etf Etf (VOO) | 0.0 | $746k | -21% | 1.1k | 686.29 |
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| Wells Fargo & Co CS (WFC) | 0.0 | $745k | -3% | 9.0k | 82.62 |
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| Oracle Corp CS (ORCL) | 0.0 | $735k | -3% | 5.0k | 146.53 |
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| Ishares Tr Core S&p Scp Etf Etf (IJR) | 0.0 | $717k | +18% | 4.8k | 148.39 |
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| Deere & Co CS (DE) | 0.0 | $709k | -6% | 1.1k | 634.74 |
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| Spdr Series Trust St Str Sp Di Etf (SDY) | 0.0 | $706k | 4.6k | 152.16 |
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| State Str Spdr Dow Jones Indl Etf (DIA) | 0.0 | $673k | 1.3k | 522.11 |
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| Vanguard World Fd Esg Us Stk E Etf (ESGV) | 0.0 | $668k | 5.1k | 132.22 |
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| Chubb CS (CB) | 0.0 | $650k | 1.9k | 340.67 |
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| Vanguard Index Fds Small Cp Et Etf (VB) | 0.0 | $644k | 2.1k | 303.06 |
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| World Gold Tr Spdr Gld Minis Etf (GLDM) | 0.0 | $623k | 7.8k | 79.38 |
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| 3M CS (MMM) | 0.0 | $618k | -8% | 3.8k | 161.86 |
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| Travelers Companies CS (TRV) | 0.0 | $591k | -6% | 1.8k | 330.35 |
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| Ishares Tr Rus 2000 Val Etf Etf (IWN) | 0.0 | $587k | 2.7k | 221.18 |
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| Aflac CS (AFL) | 0.0 | $570k | 4.9k | 117.21 |
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| Global X Fds Us Pfd Etf Etf (PFFD) | 0.0 | $567k | -28% | 30k | 18.68 |
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| Waste Mgmt Inc Del CS (WM) | 0.0 | $563k | 2.5k | 222.71 |
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| Ishares Tr Core Msci Eafe Etf (IEFA) | 0.0 | $560k | +2% | 5.8k | 96.65 |
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| Yum Brands CS (YUM) | 0.0 | $556k | 3.5k | 159.95 |
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| Ishares Tr Msci Eafe Min Vl Etf (EFAV) | 0.0 | $553k | 6.3k | 87.65 |
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| Schwab Strategic Tr Us Dividen Etf (SCHD) | 0.0 | $552k | -23% | 17k | 31.69 |
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| Starbucks Corp CS (SBUX) | 0.0 | $542k | -2% | 5.3k | 102.17 |
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| Goldman Sachs Etf Tr Just Us L Etf (JUST) | 0.0 | $522k | 4.9k | 106.79 |
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| Advanced Micro Devices CS (AMD) | 0.0 | $498k | NEW | 858.00 | 580.42 |
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| Vanguard Star Fds Vg Tl Intl S Etf (VXUS) | 0.0 | $485k | NEW | 5.7k | 85.49 |
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| Ishares Tr Rus Mdcp Val Etf Etf (IWS) | 0.0 | $485k | 2.9k | 164.63 |
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| Qnity Electronics Inc Common S CS (Q) | 0.0 | $478k | -2% | 2.9k | 163.42 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $477k | +7% | 13k | 36.24 |
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| Vanguard Index Fds Growth Etf Etf (VUG) | 0.0 | $465k | +500% | 5.4k | 86.21 |
|
| Schwab Strategic Tr Fundamenta Etf (FNDA) | 0.0 | $461k | +4% | 12k | 38.08 |
|
| Ishares Tr Esg Aw Msci Eafe Etf (ESGD) | 0.0 | $451k | 4.4k | 102.83 |
|
|
| J P Morgan Exchange Traded Etf (JEPQ) | 0.0 | $451k | +15% | 7.3k | 61.44 |
|
| Vanguard Mun Bd Fds Tax Exempt Etf (VTEB) | 0.0 | $443k | NEW | 8.8k | 50.54 |
|
| Wec Energy Group CS (WEC) | 0.0 | $442k | 3.8k | 116.87 |
|
|
| The Cigna Group CS (CI) | 0.0 | $439k | 1.6k | 275.75 |
|
|
| Church & Dwight CS (CHD) | 0.0 | $437k | 4.5k | 96.96 |
|
|
| Ishares Inc Msci Gbl Min Vol Etf (ACWV) | 0.0 | $430k | 3.6k | 120.28 |
|
|
| Nucor Corp CS (NUE) | 0.0 | $423k | 1.9k | 222.98 |
|
|
| Archer Daniels Midland CS (ADM) | 0.0 | $420k | -40% | 5.5k | 76.34 |
|
| Progressive Corp CS (PGR) | 0.0 | $420k | -3% | 1.9k | 218.52 |
|
| Mondelez Intl Inc Cl A CS (MDLZ) | 0.0 | $419k | -2% | 7.3k | 57.79 |
|
| Adobe CS (ADBE) | 0.0 | $416k | -15% | 2.0k | 205.03 |
|
| Invesco Exchange Traded Fd Tr Etf (RSP) | 0.0 | $414k | +20% | 1.9k | 212.74 |
|
| Chevron Corporation CS (CVX) | 0.0 | $413k | -5% | 2.5k | 165.86 |
|
| Select Sector Spdr Tr St Str S CS (XLP) | 0.0 | $403k | 4.9k | 83.01 |
|
|
| Eog Res CS (EOG) | 0.0 | $400k | -6% | 3.1k | 129.58 |
|
| Carrier Global Corporation CS (CARR) | 0.0 | $399k | -3% | 5.4k | 73.43 |
|
| Applied Matls CS (AMAT) | 0.0 | $398k | NEW | 550.00 | 723.64 |
|
| Ishares Tr Rus 1000 Val Etf Etf (IWD) | 0.0 | $397k | 1.6k | 242.22 |
|
|
| Ishares Tr Core S&p Ttl Stk Etf (ITOT) | 0.0 | $384k | 2.3k | 164.17 |
|
|
| Boeing CS (BA) | 0.0 | $380k | 1.8k | 216.65 |
|
|
| Ishares Tr Expanded Tech Etf (IGV) | 0.0 | $377k | -34% | 4.2k | 90.62 |
|
| Ishares Inc Msci Emerg Mrkt Etf (EEMV) | 0.0 | $375k | 5.0k | 75.20 |
|
|
| Vanguard Bd Index Fds Total Bn Etf (BND) | 0.0 | $371k | NEW | 5.1k | 73.39 |
|
| Oreilly Automotive CS (ORLY) | 0.0 | $358k | -6% | 3.9k | 92.03 |
|
| Schwab Strategic Tr Fund Em Eq Etf (FNDE) | 0.0 | $356k | +23% | 9.0k | 39.64 |
|
| Vanguard Index Fds Sm Cp Val E Etf (VBR) | 0.0 | $354k | -8% | 1.5k | 243.13 |
|
| Vanguard Index Fds Value Etf Etf (VTV) | 0.0 | $353k | -15% | 1.6k | 217.90 |
|
| Nvent Elec CS (NVT) | 0.0 | $347k | 2.0k | 169.68 |
|
|
| Ishares Tr U.s. Energy Etf Etf (IYE) | 0.0 | $345k | 6.1k | 56.66 |
|
|
| Echostar Corp Cl A CS | 0.0 | $344k | +15% | 3.4k | 101.50 |
|
| Nextera Energy CS (NEE) | 0.0 | $341k | 3.9k | 87.86 |
|
|
| Tesla CS (TSLA) | 0.0 | $338k | +2% | 804.00 | 420.40 |
|
| Illinois Tool Wks CS (ITW) | 0.0 | $335k | -32% | 1.2k | 270.16 |
|
| Verizon Communications CS (VZ) | 0.0 | $335k | -2% | 7.9k | 42.31 |
|
| At&t CS (T) | 0.0 | $330k | 16k | 20.73 |
|
|
| Ishares Tr S&p 500 Val Etf Etf (IVE) | 0.0 | $327k | 1.4k | 227.08 |
|
|
| Colgate Palmolive CS (CL) | 0.0 | $326k | 3.6k | 91.55 |
|
|
| Southern CS (SO) | 0.0 | $323k | 3.4k | 95.70 |
|
|
| Silvercrest Asset Mgmt Group C CS (SAMG) | 0.0 | $320k | 32k | 10.11 |
|
|
| Ford Mtr CS (F) | 0.0 | $313k | 23k | 13.91 |
|
|
| T-mobile Us CS (TMUS) | 0.0 | $310k | -7% | 1.8k | 167.93 |
|
| Corteva CS (CTVA) | 0.0 | $309k | 3.7k | 84.63 |
|
|
| Darden Restaurants CS (DRI) | 0.0 | $304k | 1.5k | 205.96 |
|
|
| Salesforce CS (CRM) | 0.0 | $292k | -4% | 1.9k | 156.57 |
|
| Brookfield Corp Cl A Ltd Vt Sh CS (BN) | 0.0 | $289k | -13% | 6.8k | 42.57 |
|
| Profesionally Managed Portfoli Etf (AKRE) | 0.0 | $279k | 5.3k | 53.13 |
|
|
| Select Sector Spdr Tr St Str M CS (XLB) | 0.0 | $275k | +12% | 5.4k | 50.82 |
|
| Fidelity Wise Origin Bitcoin F Etf (FBTC) | 0.0 | $274k | +10% | 5.4k | 51.11 |
|
| Vanguard Intl Equity Index Fds Etf (VSS) | 0.0 | $272k | -22% | 1.8k | 154.11 |
|
| Northern Tr Corp CS (NTRS) | 0.0 | $268k | 1.5k | 174.03 |
|
|
| Fortive Corp CS (FTV) | 0.0 | $267k | 4.4k | 61.17 |
|
|
| Cabot Corp CS (CBT) | 0.0 | $267k | 2.9k | 90.79 |
|
|
| Wisdomtree Tr Us Midcap Divid Etf (DON) | 0.0 | $265k | 4.7k | 56.52 |
|
|
| Vanguard Whitehall Fds High Di Etf (VYM) | 0.0 | $264k | -28% | 1.7k | 157.80 |
|
| Lam Research Corp CS (LRCX) | 0.0 | $258k | NEW | 595.00 | 433.61 |
|
| Alps Etf Tr Smith Core Plus Etf (SMTH) | 0.0 | $257k | NEW | 10k | 25.70 |
|
| Invesco Exchange Traded Fd Tr Etf (RSPT) | 0.0 | $255k | NEW | 4.0k | 64.56 |
|
| Expedia Group CS (EXPE) | 0.0 | $248k | 970.00 | 255.67 |
|
|
| Proshares Tr Sp500 Ex Enrgy Etf (SPXE) | 0.0 | $246k | -2% | 3.0k | 80.76 |
|
| First Tr Exchange-traded Fd Us Etf (FPX) | 0.0 | $242k | NEW | 1.2k | 205.96 |
|
| Mongodb Inc Cl A CS (MDB) | 0.0 | $239k | NEW | 712.00 | 335.67 |
|
| Vanguard Intl Equity Index Fds Etf (VGK) | 0.0 | $238k | 2.7k | 88.64 |
|
|
| Spdr Series Trust St Str Sp500 Etf (SPYX) | 0.0 | $236k | NEW | 3.9k | 61.22 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $234k | -4% | 6.7k | 34.79 |
|
| Shell Plc Spon Ads CS (SHEL) | 0.0 | $233k | -2% | 3.0k | 77.67 |
|
| Ishares Tr Expnd Tec Sc Etf Etf (IGM) | 0.0 | $233k | NEW | 1.4k | 163.51 |
|
| Parker-hannifin Corp CS (PH) | 0.0 | $218k | NEW | 223.00 | 977.58 |
|
| Accenture Plc Ireland Shs Clas CS (ACN) | 0.0 | $214k | 1.7k | 124.42 |
|
|
| Aon Plc Shs Cl A CS (AON) | 0.0 | $214k | 645.00 | 331.78 |
|
|
| Ametek CS (AME) | 0.0 | $210k | -10% | 870.00 | 241.38 |
|
| Spdr Series Trust St Str Sp400 Etf (MDYV) | 0.0 | $210k | NEW | 2.2k | 94.85 |
|
| Global X Fds Vdeo Gam Esprt CS (HERO) | 0.0 | $206k | -31% | 8.3k | 24.80 |
|
| Vanguard World Fd Esg Intl Stk Etf (VSGX) | 0.0 | $203k | NEW | 2.5k | 82.19 |
|
| Clifton Mng CS (CFTN) | 0.0 | $4.0k | 25k | 0.16 |
|
Past Filings by Appleton Partners
SEC 13F filings are viewable for Appleton Partners going back to 2011
- Appleton Partners 2026 Q2 filed July 21, 2026
- Appleton Partners 2026 Q1 filed April 28, 2026
- Appleton Partners 2025 Q4 filed Jan. 9, 2026
- Appleton Partners 2025 Q3 filed Nov. 5, 2025
- Appleton Partners 2025 Q2 filed July 22, 2025
- Appleton Partners 2025 Q1 filed April 22, 2025
- Appleton Partners 2024 Q4 filed Jan. 28, 2025
- Appleton Partners 2024 Q3 filed Oct. 1, 2024
- Appleton Partners 2024 Q2 filed July 2, 2024
- Appleton Partners 2024 Q1 filed April 1, 2024
- Appleton Partners 2023 Q4 filed Jan. 2, 2024
- Appleton Partners 2023 Q3 filed Oct. 3, 2023
- Appleton Partners 2023 Q2 filed July 10, 2023
- Appleton Partners 2023 Q1 filed April 10, 2023
- Appleton Partners 2022 Q4 filed Jan. 19, 2023
- Appleton Partners 2022 Q3 filed Oct. 27, 2022