Appleton Partners

Appleton Partners as of Dec. 31, 2025

Portfolio Holdings for Appleton Partners

Appleton Partners holds 263 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple CS (AAPL) 6.1 $93M 342k 271.86
Microsoft Corp CS (MSFT) 3.7 $57M 118k 483.61
Goldman Sachs Etf Tr Activebet Etf (GSLC) 3.7 $56M 423k 132.37
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.3 $50M 1.8M 26.91
Alphabet Inc Cap Stk Cl C CS (GOOG) 2.9 $43M 138k 313.80
Amazon CS (AMZN) 2.7 $42M 180k 230.82
Broadcom CS (AVGO) 2.7 $41M 120k 346.10
Jpmorgan Chase & Co CS (JPM) 2.7 $41M 127k 322.22
Micron Technology CS (MU) 2.2 $34M 118k 285.41
Ge Vernova CS (GEV) 1.9 $28M 43k 653.56
Visa Inc Com Cl A CS (V) 1.9 $28M 80k 350.71
Morgan Stanley CS (MS) 1.8 $27M 152k 177.53
Select Sector Spdr Tr Energy CS (XLE) 1.6 $24M 544k 44.71
J P Morgan Exchange Traded Etf (JPST) 1.6 $24M 479k 50.59
Home Depot CS (HD) 1.5 $22M 65k 344.10
Meta Platforms Inc Cl A CS (META) 1.5 $22M 34k 660.10
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.4 $21M 861k 24.04
Eli Lilly & Co CS (LLY) 1.3 $20M 18k 1074.66
Goldman Sachs Etf Tr Activebet Etf (GSIE) 1.2 $19M 442k 42.94
Ishares Inc Core Msci Emkt Etf (IEMG) 1.2 $18M 266k 67.22
Welltower CS (WELL) 1.1 $17M 93k 185.61
Berkshire Hathaway CS (BRK.B) 1.1 $17M 33k 502.66
Nvidia Corporation CS (NVDA) 1.1 $16M 88k 186.50
Intercontinental Exchange CS (ICE) 1.1 $16M 101k 161.96
Netflix CS (NFLX) 1.1 $16M 171k 93.76
Intuit CS (INTU) 1.0 $16M 24k 662.42
Alphabet Inc Cap Stk Cl A CS (GOOGL) 1.0 $16M 50k 313.01
Blackstone CS (BX) 1.0 $15M 99k 154.14
J P Morgan Exchange Traded Etf (JEPI) 1.0 $15M 264k 57.24
Spdr Series Trust State Street Etf (FLRN) 1.0 $15M 477k 30.73
Unitedhealth Group CS (UNH) 0.9 $14M 43k 330.12
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) 0.9 $14M 21k 681.90
Danaher Corporation CS (DHR) 0.8 $13M 56k 228.93
Gallagher Arthur J & Co CS (AJG) 0.8 $13M 49k 258.78
Booking Holdings CS (BKNG) 0.8 $13M 2.4k 5355.30
Curtiss Wright Corp CS (CW) 0.8 $13M 23k 551.25
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $13M 438k 28.48
Ishares Tr Ishares Biotech CS (IBB) 0.8 $13M 74k 168.77
Cadence Design Systems CS (CDNS) 0.8 $12M 38k 312.58
Qxo CS (QXO) 0.8 $12M 614k 19.29
First Tr Exchange Traded Fd Ii CS (CIBR) 0.8 $12M 163k 71.45
Kratos Defense & Security Solu CS (KTOS) 0.7 $11M 148k 75.91
Sherwin Williams CS (SHW) 0.7 $11M 35k 324.03
Stryker Corporation CS (SYK) 0.7 $11M 31k 351.46
Verisk Analytics CS (VRSK) 0.7 $11M 47k 223.69
Disney Walt CS (DIS) 0.7 $11M 92k 113.76
Evercore Inc Class A CS (EVR) 0.7 $10M 31k 340.25
Vulcan Matls CS (VMC) 0.7 $10M 36k 285.23
Spdr Series Trust State Street Etf (SPIB) 0.7 $10M 306k 33.81
J P Morgan Exchange Traded Etf (JPME) 0.7 $10M 92k 108.66
Johnson & Johnson CS (JNJ) 0.6 $9.8M 47k 206.96
J P Morgan Exchange Traded Etf (JPSE) 0.6 $9.5M 190k 50.08
Roper Technologies CS (ROP) 0.6 $9.5M 21k 445.14
Monster Beverage Corp CS (MNST) 0.6 $9.3M 122k 76.67
Republic Svcs CS (RSG) 0.6 $9.2M 43k 211.93
Waste Connections CS (WCN) 0.6 $9.1M 52k 175.37
Costco Whsl Corp CS (COST) 0.6 $8.8M 10k 862.37
Procter And Gamble CS (PG) 0.6 $8.8M 61k 143.31
Spdr Series Trust State Street Etf (SPAB) 0.6 $8.7M 338k 25.75
Thermo Fisher Scientific Inc C CS (TMO) 0.6 $8.6M 15k 579.41
Spotify Technology Sa CS (SPOT) 0.5 $8.3M 14k 580.71
Servicenow CS (NOW) 0.5 $8.3M 54k 153.19
Autodesk CS (ADSK) 0.5 $8.1M 28k 296.03
Abbvie CS (ABBV) 0.5 $7.8M 34k 228.49
Walmart CS (WMT) 0.5 $7.2M 64k 111.41
Tjx Cos CS (TJX) 0.5 $7.0M 46k 153.62
Solventum Corp CS (SOLV) 0.5 $7.0M 88k 79.23
Ishares Tr Core Intl Aggr Etf (IAGG) 0.4 $6.8M 136k 50.01
Pepsico CS (PEP) 0.4 $6.8M 47k 143.52
Palo Alto Networks CS (PANW) 0.4 $6.7M 36k 184.20
J P Morgan Exchange Traded Etf (JMST) 0.4 $6.1M 120k 50.94
Constellation Software CS (CNSWF) 0.4 $6.0M 2.5k 2399.60
Lvmh Moet Hennessy Lou Vuitton CS (LVMUY) 0.4 $5.7M 38k 151.51
Select Sector Spdr Tr Sbi Int- CS (XLU) 0.4 $5.5M 130k 42.69
Mcdonalds Corp CS (MCD) 0.4 $5.4M 18k 305.60
First Tr Exchange-traded Fd Iv Etf (EMLP) 0.3 $4.9M 129k 37.87
Schwab Strategic Tr Us Reit Et Etf (SCHH) 0.3 $4.7M 224k 20.89
Goldman Sachs Group CS (GS) 0.3 $4.6M 5.2k 879.10
Ishares Tr Russell 2000 Etf Etf (IWM) 0.3 $4.5M 18k 246.17
Cme Group CS (CME) 0.3 $4.5M 16k 273.08
Crh Plc Ord CS (CRH) 0.3 $4.2M 34k 124.80
Hershey CS (HSY) 0.3 $4.0M 22k 181.98
Exxon Mobil Corp CS (XOM) 0.3 $3.8M 32k 120.34
Capital One Finl Corp CS (COF) 0.2 $3.7M 15k 242.35
Graniteshares Etf Tr Bbg Commd Etf (COMB) 0.2 $3.7M 176k 21.11
First Tr Exch Traded Fd Iii Pf Etf (FPE) 0.2 $3.7M 204k 18.22
Amplify Etf Tr Amplify Cyberse CS (HACK) 0.2 $3.7M 46k 80.38
American Tower Corp CS (AMT) 0.2 $3.7M 21k 175.59
Quest Diagnostics CS (DGX) 0.2 $3.6M 21k 173.53
Select Sector Spdr Tr State St CS (XLK) 0.2 $3.6M 25k 143.97
Ishares Tr Core S&p500 Etf Etf (IVV) 0.2 $3.6M 5.2k 684.85
Te Connectivity Plc Ord CS (TEL) 0.2 $3.4M 15k 227.53
Rollins CS (ROL) 0.2 $3.4M 56k 60.01
Spdr Series Trust State Street Etf (SPHY) 0.2 $3.3M 140k 23.67
Invesco Exch Traded Fd Tr Ii S Etf (BKLN) 0.2 $3.3M 156k 21.00
Lockheed Martin Corp CS (LMT) 0.2 $3.1M 6.4k 483.63
Medtronic CS (MDT) 0.2 $3.1M 32k 96.06
Northrop Grumman Corp CS (NOC) 0.2 $3.1M 5.4k 570.13
Honeywell Intl CS (HON) 0.2 $3.0M 15k 195.09
Ishares Tr Msci Eafe Etf Etf (EFA) 0.2 $2.9M 31k 96.03
Corning CS (GLW) 0.2 $2.9M 33k 87.55
Cintas Corp CS (CTAS) 0.2 $2.8M 15k 188.10
Broadridge Finl Solutions CS (BR) 0.2 $2.7M 12k 223.16
Vanguard Tax-managed Fds Van F Etf (VEA) 0.2 $2.5M 41k 62.47
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $2.3M 69k 32.63
Air Prods & Chems CS (APD) 0.1 $2.2M 8.9k 247.02
Sysco Corp CS (SYY) 0.1 $2.2M 29k 73.68
Nintendo Ltd Unspon Ads CS (NTDOY) 0.1 $2.2M 128k 16.90
Ishares Tr Rus Mid Cap Etf Etf (IWR) 0.1 $2.1M 22k 96.25
Bank America Corp CS (BAC) 0.1 $2.1M 38k 55.00
Nike Inc Cl B CS (NKE) 0.1 $2.1M 33k 63.71
Automatic Data Processing CS (ADP) 0.1 $2.1M 8.1k 257.22
Watsco CS (WSO) 0.1 $2.1M 6.1k 336.87
Houlihan Lokey Inc Cl A CS (HLI) 0.1 $2.0M 11k 174.16
Equinix CS (EQIX) 0.1 $1.9M 2.5k 766.08
Zoetis Inc Cl A CS (ZTS) 0.1 $1.9M 15k 125.82
Abbott Labs CS (ABT) 0.1 $1.7M 14k 125.29
Amgen CS (AMGN) 0.1 $1.7M 5.3k 327.24
Spdr Gold Tr Gold Etf (GLD) 0.1 $1.6M 4.1k 396.28
Amphenol Corp New Cl A CS (APH) 0.1 $1.6M 12k 135.13
Vanguard Index Fds Mid Cap Etf Etf (VO) 0.1 $1.6M 5.4k 290.20
Select Sector Spdr Tr State St CS (XLF) 0.1 $1.6M 29k 54.76
Cisco Sys CS (CSCO) 0.1 $1.6M 20k 77.01
Ishares Tr Rus 1000 Grw Etf Etf (IWF) 0.1 $1.6M 3.3k 473.46
Ishares Tr Rus 2000 Grw Etf Etf (IWO) 0.1 $1.5M 4.6k 322.91
Vanguard Intl Equity Index Fds Etf (VEU) 0.1 $1.5M 20k 73.56
Invesco Qqq Tr Unit Ser 1 Etf (QQQ) 0.1 $1.5M 2.4k 614.26
Vanguard Index Fds Large Cap E Etf (VV) 0.1 $1.5M 4.6k 314.72
Select Sector Spdr Tr State St CS (XLC) 0.1 $1.4M 12k 117.75
Vanguard Index Fds Total Stk M Etf (VTI) 0.1 $1.4M 4.1k 335.30
Dupont De Nemours CS (DD) 0.1 $1.3M 32k 40.20
Ge Aerospace CS (GE) 0.1 $1.2M 4.0k 307.94
Vanguard Intl Equity Index Fds Etf (VWO) 0.1 $1.2M 23k 53.78
Oracle Corp CS (ORCL) 0.1 $1.2M 6.1k 194.92
Adobe CS (ADBE) 0.1 $1.2M 3.3k 349.97
Vanguard World Fd Inf Tech Etf Etf (VGT) 0.1 $1.1M 1.5k 753.85
Caterpillar CS (CAT) 0.1 $1.1M 1.9k 573.09
Spdr Series Trust State Street CS (XOP) 0.1 $1.1M 8.5k 126.32
Verisign CS (VRSN) 0.1 $1.1M 4.4k 242.99
Ishares Tr Core S&p Mcp Etf Etf (IJH) 0.1 $1.1M 16k 66.02
Global X Fds Us Pfd Etf Etf (PFFD) 0.1 $1.1M 56k 18.91
Mid-amer Apt Cmntys CS (MAA) 0.1 $1.0M 7.3k 138.86
Comcast Corp New Cl A CS (CMCSA) 0.1 $1.0M 34k 29.88
Wells Fargo CS (WFC) 0.1 $996k 11k 93.15
Ishares Tr Msci Emg Mkt Etf Etf (EEM) 0.1 $921k 17k 54.70
Vanguard Specialized Funds Div Etf (VIG) 0.1 $915k 4.2k 219.69
Ishares Tr Rus Md Cp Gr Etf Etf (IWP) 0.1 $914k 6.7k 136.99
International Business Machs C CS (IBM) 0.1 $897k 3.0k 296.33
Ishares Tr Select Divid Etf Etf (DVY) 0.1 $873k 6.2k 141.17
Rtx Corporation CS (RTX) 0.1 $863k 4.7k 183.42
Ishares Gold Trust Etf (IAU) 0.1 $854k 11k 81.20
Coca Cola CS (KO) 0.1 $844k 12k 69.94
Vanguard Index Fds S&p 500 Etf Etf (VOO) 0.1 $825k 1.3k 626.90
Vertex Pharmaceuticals CS (VRTX) 0.1 $820k 1.8k 453.54
Spdr Series Trust State Street Etf (SDY) 0.1 $815k 5.9k 139.08
Schwab Strategic Tr Fundamenta Etf (FNDX) 0.1 $797k 29k 27.21
Spdr Index Shs Fds Msci Emrg M Etf (QEMM) 0.1 $785k 12k 66.11
Spdr S&p Midcap 400 Etf Tr Uts Etf (MDY) 0.1 $784k 1.3k 603.08
Wabtec CS (WAB) 0.1 $782k 3.7k 213.54
Ishares Tr Core Univrsl Usd Etf (IUSB) 0.1 $776k 17k 46.52
Merck & Co CS (MRK) 0.1 $768k 7.3k 105.26
Texas Instrs CS (TXN) 0.0 $759k 4.4k 173.41
Berkshire Hathaway CS (BRK.A) 0.0 $755k 1.00 755000.00
Csx Corp CS (CSX) 0.0 $746k 21k 36.27
Accenture Plc Ireland Shs Clas CS (ACN) 0.0 $744k 2.8k 268.20
Union Pac Corp CS (UNP) 0.0 $711k 3.1k 231.22
Trane Technologies CS (TT) 0.0 $683k 1.8k 388.95
3M CS (MMM) 0.0 $672k 4.2k 160.04
Schwab Strategic Tr Fundamenta Etf (FNDF) 0.0 $663k 15k 45.24
World Gold Tr Spdr Gld Minis Etf (GLDM) 0.0 $649k 7.6k 85.38
Schwab Strategic Tr Us Dividen Etf (SCHD) 0.0 $626k 23k 27.42
Spdr Dow Jones Indl Average Et Etf (DIA) 0.0 $619k 1.3k 480.22
Vanguard World Fd Esg Us Stk E Etf (ESGV) 0.0 $612k 5.1k 121.02
Travelers Companies CS (TRV) 0.0 $611k 2.1k 289.99
Intel Corp CS (INTC) 0.0 $607k 17k 36.90
Chubb CS (CB) 0.0 $606k 1.9k 312.37
Deere & Co CS (DE) 0.0 $575k 1.2k 465.96
Waste Mgmt Inc Del CS (WM) 0.0 $560k 2.5k 219.78
Ishares Tr Msci Eafe Min Vl Etf (EFAV) 0.0 $557k 6.5k 86.30
Mondelez Intl Inc Cl A CS (MDLZ) 0.0 $551k 10k 53.82
Vanguard Index Fds Small Cp Et Etf (VB) 0.0 $545k 2.1k 258.05
Yum Brands CS (YUM) 0.0 $542k 3.6k 151.14
Vanguard Intl Equity Index Fds Etf (VSS) 0.0 $540k 3.8k 143.43
Salesforce CS (CRM) 0.0 $539k 2.0k 264.73
Aflac CS (AFL) 0.0 $536k 4.9k 110.22
Archer Daniels Midland CS (ADM) 0.0 $534k 9.3k 57.53
Valero Energy Corp CS (VLO) 0.0 $514k 3.2k 162.71
Ishares Tr Core Msci Eafe Etf (IEFA) 0.0 $494k 5.5k 89.48
Ishares Tr Core S&p Scp Etf Etf (IJR) 0.0 $491k 4.1k 120.11
Silvercrest Asset Mgmt Group I CS (SAMG) 0.0 $481k 32k 15.20
Ishares Tr Rus 2000 Val Etf Etf (IWN) 0.0 $481k 2.7k 181.24
Starbucks Corp CS (SBUX) 0.0 $477k 5.7k 84.26
Goldman Sachs Etf Tr Just Us L Etf (JUST) 0.0 $474k 4.9k 96.68
At&t CS (T) 0.0 $471k 19k 24.85
Illinois Tool Wks CS (ITW) 0.0 $461k 1.9k 246.52
Progressive Corp CS (PGR) 0.0 $455k 2.0k 227.84
Ishares Tr Esg Aw Msci Eafe Etf (ESGD) 0.0 $443k 4.7k 94.98
Vanguard Index Fds Growth Etf Etf (VUG) 0.0 $439k 899.00 488.32
The Cigna Group CS (CI) 0.0 $438k 1.6k 275.13
Verizon Communications CS (VZ) 0.0 $437k 11k 40.73
Ishares Inc Msci Gbl Min Vol Etf (ACWV) 0.0 $425k 3.6k 118.88
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $421k 16k 26.24
Select Sector Spdr Tr State St CS (XLP) 0.0 $421k 5.4k 77.76
Ishares Tr Rus Mdcp Val Etf Etf (IWS) 0.0 $417k 3.0k 141.07
Chevron Corp CS (CVX) 0.0 $408k 2.7k 152.47
T-mobile Us CS (TMUS) 0.0 $405k 2.0k 202.91
Wec Energy Group CS (WEC) 0.0 $401k 3.8k 105.36
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $389k 12k 32.73
Ishares Tr Core S&p Ttl Stk Etf (ITOT) 0.0 $388k 2.6k 148.60
Tesla CS (TSLA) 0.0 $386k 858.00 449.88
Oreilly Automotive CS (ORLY) 0.0 $384k 4.2k 91.23
Church & Dwight CS (CHD) 0.0 $382k 4.6k 83.83
Boeing CS (BA) 0.0 $378k 1.7k 217.12
Vanguard Index Fds Value Etf Etf (VTV) 0.0 $374k 2.0k 191.01
Schwab Strategic Tr Fundamenta Etf (FNDA) 0.0 $372k 12k 31.48
Darden Restaurants CS (DRI) 0.0 $365k 2.0k 183.79
Global X Fds Vdeo Gam Esprt CS (HERO) 0.0 $362k 12k 29.78
Brookfield Corp Cl A Ltd Vt Sh CS (BN) 0.0 $358k 7.8k 45.84
Fidelity Wise Origin Bitcoin F Etf (FBTC) 0.0 $346k 4.5k 76.31
Ishares Tr Rus 1000 Val Etf Etf (IWD) 0.0 $345k 1.6k 210.49
Eog Res CS (EOG) 0.0 $345k 3.3k 105.02
Profesionally Managed Portfoli Etf (AKRE) 0.0 $344k 5.3k 65.51
Vanguard Index Fds Sm Cp Val E Etf (VBR) 0.0 $337k 1.6k 211.82
Vanguard Whitehall Fds High Di Etf (VYM) 0.0 $334k 2.3k 143.35
Colgate Palmolive CS (CL) 0.0 $322k 4.1k 79.10
Nextera Energy CS (NEE) 0.0 $321k 4.0k 80.17
Ishares Inc Msci Emerg Mrkt Etf (EEMV) 0.0 $319k 5.0k 63.97
J P Morgan Exchange Traded Etf (JEPQ) 0.0 $316k 5.4k 58.09
Nucor Corp CS (NUE) 0.0 $309k 1.9k 162.89
Qnity Electronics Inc Common S CS (Q) 0.0 $309k 3.8k 81.75
Ishares Tr S&p 500 Val Etf Etf (IVE) 0.0 $305k 1.4k 211.81
Ford Mtr CS (F) 0.0 $302k 23k 13.13
Vanguard World Fd Health Car E Etf (VHT) 0.0 $299k 1.0k 287.50
Mongodb Inc Cl A CS (MDB) 0.0 $299k 712.00 419.94
Invesco Exchange Traded Fd Tr Etf (RSP) 0.0 $295k 1.5k 191.56
Southern CS (SO) 0.0 $294k 3.4k 87.11
Ishares Tr U.s. Energy Etf Etf (IYE) 0.0 $289k 6.1k 47.46
First Tr Exchange-traded Fd Us Etf (FPX) 0.0 $281k 1.7k 163.75
Expedia Group CS (EXPE) 0.0 $280k 990.00 282.83
Schwab Strategic Tr Fundamenta Etf (FNDE) 0.0 $262k 7.3k 36.13
Fortive Corp CS (FTV) 0.0 $253k 4.6k 55.24
Proshares Tr Sp500 Ex Enrgy Etf (SPXE) 0.0 $245k 3.3k 73.77
Corteva CS (CTVA) 0.0 $245k 3.7k 67.10
Wisdomtree Tr Us Midcap Divid Etf (DON) 0.0 $242k 4.7k 51.61
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $236k 7.8k 30.09
General Mls CS (GIS) 0.0 $233k 5.0k 46.54
Lowes Cos CS (LOW) 0.0 $232k 964.00 240.66
Yum China Hldgs CS (YUMC) 0.0 $230k 4.8k 47.82
Aon Plc Shs Cl A CS (AON) 0.0 $228k 645.00 353.49
Shell Plc Spon Ads CS (SHEL) 0.0 $227k 3.1k 73.56
Rli Corp CS (RLI) 0.0 $218k 3.4k 63.84
Nvent Electric CS (NVT) 0.0 $216k 2.1k 101.89
Spdr Series Trust State Street Etf (MDYV) 0.0 $211k 2.5k 84.77
Vanguard World Fd Comm Srvc Et Etf (VOX) 0.0 $210k 1.1k 193.19
Northern Tr Corp CS (NTRS) 0.0 $210k 1.5k 136.36
Vanguard World Fd Esg Intl Stk Etf (VSGX) 0.0 $209k 2.9k 71.45
Pfizer CS (PFE) 0.0 $209k 8.4k 24.95
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $208k 7.0k 29.58
Vanguard Intl Equity Index Fds Etf (VGK) 0.0 $205k 2.5k 83.67
Uber Technologies CS (UBER) 0.0 $205k 2.5k 81.67
Invesco Exch Traded Fd Tr Ii S Etf (SPLV) 0.0 $204k 2.9k 71.25
Select Sector Spdr Tr State St CS (XLB) 0.0 $201k 4.4k 45.36
Clifton Mng CS (CFTN) 0.0 $3.0k 25k 0.12