Appleton Partners

Appleton Partners as of March 31, 2026

Portfolio Holdings for Appleton Partners

Appleton Partners holds 262 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple CS (AAPL) 6.0 $85M 337k 253.79
Goldman Sachs Etf Tr Activebet Etf (GSLC) 3.7 $53M 420k 125.13
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.3 $47M 1.8M 25.64
Microsoft Corp CS (MSFT) 3.1 $44M 119k 370.17
Alphabet Inc Cap Stk Cl C CS (GOOG) 2.7 $39M 137k 286.86
Amazon CS (AMZN) 2.6 $37M 180k 208.27
Jpmorgan Chase & Co CS (JPM) 2.6 $37M 127k 294.16
Broadcom CS (AVGO) 2.6 $37M 119k 309.51
Ge Vernova CS (GEV) 2.6 $37M 42k 872.91
Micron Technology CS (MU) 2.4 $35M 103k 337.84
Select Sector Spdr Tr State St CS (XLE) 2.2 $32M 520k 61.26
Morgan Stanley CS (MS) 1.7 $25M 150k 164.57
Visa Inc Com Cl A CS (V) 1.7 $24M 80k 302.24
J P Morgan Exchange Traded Etf (JPST) 1.6 $23M 455k 50.61
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.5 $21M 866k 24.75
Meta Platforms Inc Cl A CS (META) 1.4 $19M 34k 572.13
Goldman Sachs Etf Tr Activebet Etf (GSIE) 1.3 $19M 446k 43.13
Welltower CS (WELL) 1.3 $19M 95k 197.71
Ishares Inc Core Msci Emkt Etf (IEMG) 1.3 $19M 267k 69.75
Netflix CS (NFLX) 1.3 $18M 191k 96.15
Eli Lilly & Co CS (LLY) 1.2 $18M 19k 919.76
Intercontinental Exchange CS (ICE) 1.1 $16M 100k 157.28
Berkshire Hathaway CS (BRK.B) 1.1 $15M 32k 479.20
Curtiss Wright Corp CS (CW) 1.1 $15M 22k 681.11
Nvidia Corporation CS (NVDA) 1.0 $15M 86k 174.40
J P Morgan Exchange Traded Etf (JEPI) 1.0 $15M 259k 56.68
Spdr Series Trust State Street Etf (FLRN) 1.0 $14M 448k 30.78
Alphabet Inc Cap Stk Cl A CS (GOOGL) 0.9 $13M 47k 287.56
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) 0.9 $13M 20k 650.32
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $13M 439k 29.08
Qxo CS (QXO) 0.9 $13M 649k 19.42
Ishares Tr Ishares Biotech CS (IBB) 0.9 $13M 74k 168.86
Home Depot CS (HD) 0.8 $12M 36k 328.89
Globalfoundries Inc Ordinary S CS (GFS) 0.8 $12M 269k 44.48
Blackstone CS (BX) 0.8 $12M 102k 114.99
Spdr Series Trust State Street Etf (SPIB) 0.8 $11M 341k 33.54
Johnson & Johnson CS (JNJ) 0.8 $11M 47k 244.45
Unitedhealth Group CS (UNH) 0.8 $11M 42k 270.58
Sherwin Williams CS (SHW) 0.8 $11M 35k 320.55
Danaher Corp Del CS (DHR) 0.8 $11M 57k 189.60
Cadence Design Systems CS (CDNS) 0.8 $11M 39k 277.87
J P Morgan Exchange Traded Etf (JPME) 0.7 $11M 93k 114.53
First Tr Exchange-traded Fd Ii CS (CIBR) 0.7 $10M 164k 62.68
Booking Holdings CS (BKNG) 0.7 $10M 2.4k 4210.40
Kratos Defense & Security Solu CS (KTOS) 0.7 $10M 144k 70.51
Stryker Corporation CS (SYK) 0.7 $10M 31k 328.60
J P Morgan Exchange Traded Etf (JPSE) 0.7 $10M 191k 52.43
Vulcan Matls CS (VMC) 0.7 $9.8M 36k 272.29
Spdr Series Trust State Street Etf (SPAB) 0.7 $9.8M 382k 25.62
S&p Global CS (SPGI) 0.7 $9.7M 23k 425.35
Evercore Inc Class A CS (EVR) 0.7 $9.5M 32k 298.51
Republic Svcs CS (RSG) 0.7 $9.5M 43k 219.01
Costco Whsl Corp CS (COST) 0.7 $9.4M 9.4k 996.49
Solventum Corp CS (SOLV) 0.6 $9.3M 142k 65.30
Monster Beverage Corp CS (MNST) 0.6 $8.9M 123k 72.46
Disney Walt CS (DIS) 0.6 $8.9M 92k 96.38
Procter And Gamble CS (PG) 0.6 $8.7M 61k 144.43
Verisk Analytics CS (VRSK) 0.6 $8.6M 45k 189.76
Waste Connections CS (WCN) 0.6 $8.4M 52k 162.45
Walmart CS (WMT) 0.5 $7.7M 62k 124.28
Abbvie CS (ABBV) 0.5 $7.6M 35k 217.50
Ishares Tr Core Intl Aggr Etf (IAGG) 0.5 $7.2M 144k 50.04
Tjx Cos CS (TJX) 0.5 $7.1M 45k 159.70
Pepsico CS (PEP) 0.5 $7.1M 46k 155.29
Spotify Technology Sa CS (SPOT) 0.5 $6.9M 14k 484.89
Thermo Fisher Scientific Inc C CS (TMO) 0.5 $6.7M 14k 491.49
Servicenow CS (NOW) 0.5 $6.7M 64k 104.55
Autodesk CS (ADSK) 0.5 $6.7M 28k 239.39
J P Morgan Exchange Traded Etf (JMST) 0.4 $6.4M 126k 50.98
Select Sector Spdr Tr State St CS (XLU) 0.4 $5.9M 129k 45.89
Palo Alto Networks CS (PANW) 0.4 $5.7M 35k 160.32
First Tr Exchange-traded Fd Iv Etf (EMLP) 0.4 $5.6M 129k 43.66
Mcdonalds Corp CS (MCD) 0.4 $5.2M 17k 310.81
Exxon Mobil Corp CS (XOM) 0.4 $5.1M 30k 169.67
Schwab Strategic Tr Us Reit Et Etf (SCHH) 0.3 $4.9M 229k 21.49
Hershey CS (HSY) 0.3 $4.9M 24k 207.90
Cme Group CS (CME) 0.3 $4.8M 16k 295.37
Graniteshares Etf Tr Bbg Commd Etf (COMB) 0.3 $4.7M 179k 26.27
Ishares Tr Russell 2000 Etf Etf (IWM) 0.3 $4.5M 18k 247.97
Goldman Sachs Group CS (GS) 0.3 $4.3M 5.1k 845.96
Corning CS (GLW) 0.3 $4.2M 31k 135.96
First Tr Exch Traded Fd Iii Pf Etf (FPE) 0.3 $4.2M 235k 17.75
Quest Diagnostics CS (DGX) 0.3 $4.1M 21k 195.98
Lvmh Moet Hennessy Louis CS (LVMUY) 0.3 $4.1M 39k 106.71
Constellation Software CS (CNSWF) 0.3 $4.0M 2.3k 1759.23
Intuit CS (INTU) 0.2 $3.5M 8.2k 432.37
Crh Plc Ord CS (CRH) 0.2 $3.5M 33k 105.13
Honeywell Intl CS (HON) 0.2 $3.5M 16k 226.02
American Tower Corp CS (AMT) 0.2 $3.4M 20k 172.59
Ishares Tr Core S&p500 Etf Etf (IVV) 0.2 $3.4M 5.2k 653.23
Spdr Series Trust State Street Etf (SPHY) 0.2 $3.4M 145k 23.32
Amplify Etf Tr Amplify Cyberse CS (HACK) 0.2 $3.3M 44k 75.10
Invesco Exchange-traded Fd Tr Etf (BKLN) 0.2 $3.3M 162k 20.41
Te Connectivity Plc Ord CS (TEL) 0.2 $3.1M 15k 209.03
Select Sector Spdr Tr State St CS (XLK) 0.2 $3.1M 24k 132.90
Air Prods & Chems CS (APD) 0.2 $3.0M 11k 290.48
Rollins CS (ROL) 0.2 $3.0M 57k 53.41
Ishares Tr Msci Eafe Etf Etf (EFA) 0.2 $2.9M 30k 97.14
Medtronic CS (MDT) 0.2 $2.8M 32k 86.66
Capital One Finl Corp CS (COF) 0.2 $2.7M 15k 182.41
Cintas Corp CS (CTAS) 0.2 $2.6M 16k 169.16
Vanguard Tax-managed Fds Van F Etf (VEA) 0.2 $2.5M 40k 64.08
Equinix CS (EQIX) 0.2 $2.4M 2.4k 980.39
Nintendo Ltd Unspon Ads CS (NTDOY) 0.2 $2.2M 163k 13.79
Watsco CS (WSO) 0.2 $2.2M 6.0k 363.73
Ishares Tr Rus Mid Cap Etf Etf (IWR) 0.1 $2.1M 22k 97.23
Sysco Corp CS (SYY) 0.1 $2.1M 29k 71.32
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $2.0M 69k 29.13
Broadridge Finl Solutions CS (BR) 0.1 $2.0M 12k 162.48
Northrop Grumman Corp CS (NOC) 0.1 $1.8M 2.7k 682.07
Bank America Corp CS (BAC) 0.1 $1.8M 38k 48.75
Amgen CS (AMGN) 0.1 $1.8M 5.1k 351.83
Spdr Gold Tr Gold Etf (GLD) 0.1 $1.8M 4.1k 430.18
Nike Inc Cl B CS (NKE) 0.1 $1.7M 33k 52.83
Automatic Data Processing CS (ADP) 0.1 $1.6M 7.8k 203.13
Cisco Sys CS (CSCO) 0.1 $1.6M 20k 77.61
Vanguard Index Fds Mid Cap Etf Etf (VO) 0.1 $1.5M 5.4k 287.15
Dupont De Nemours CS (DD) 0.1 $1.5M 33k 45.79
Roper Technologies CS (ROP) 0.1 $1.5M 4.1k 353.79
Vanguard Intl Equity Index Fds Etf (VEU) 0.1 $1.5M 20k 75.11
Ishares Tr Rus 2000 Grw Etf Etf (IWO) 0.1 $1.4M 4.6k 313.70
Spdr Series Trust State Street CS (XOP) 0.1 $1.4M 7.9k 181.86
Amphenol Corp New Cl A CS (APH) 0.1 $1.4M 11k 126.38
Abbott Labs CS (ABT) 0.1 $1.4M 14k 102.70
Select Sector Spdr Tr State St CS (XLF) 0.1 $1.4M 28k 49.36
Invesco Qqq Tr Unit Ser 1 Etf (QQQ) 0.1 $1.4M 2.4k 577.07
Ishares Tr Rus 1000 Grw Etf Etf (IWF) 0.1 $1.4M 3.3k 426.55
Houlihan Lokey Inc Cl A CS (HLI) 0.1 $1.4M 9.6k 143.63
Caterpillar CS (CAT) 0.1 $1.3M 1.9k 708.40
Vanguard Index Fds Large Cap E Etf (VV) 0.1 $1.3M 4.4k 298.89
Lockheed Martin Corp CS (LMT) 0.1 $1.3M 2.1k 604.56
Vanguard Index Fds Total Stk M Etf (VTI) 0.1 $1.2M 3.8k 320.86
Vanguard Intl Equity Index Fds Etf (VWO) 0.1 $1.2M 23k 54.04
Select Sector Spdr Tr State St CS (XLC) 0.1 $1.1M 10k 110.88
Ge Aerospace CS (GE) 0.1 $1.1M 3.9k 283.79
Mid-amer Apt Cmntys CS (MAA) 0.1 $1.1M 8.9k 122.10
Rtx Corporation CS (RTX) 0.1 $1.1M 5.5k 192.89
Ishares Tr Core S&p Mcp Etf Etf (IJH) 0.1 $1.1M 16k 67.53
Verisign CS (VRSN) 0.1 $1.1M 4.3k 248.30
Comcast Corp New Cl A CS (CMCSA) 0.1 $1.0M 36k 28.72
Vanguard World Fd Inf Tech Etf Etf (VGT) 0.1 $1.0M 1.5k 697.95
Ishares Tr Msci Emg Mkt Etf Etf (EEM) 0.1 $945k 17k 56.80
Ishares Tr Select Divid Etf Etf (DVY) 0.1 $936k 6.2k 151.36
Ishares Gold Trust Etf (IAU) 0.1 $916k 10k 88.14
Wabtec CS (WAB) 0.1 $911k 3.6k 249.86
Vanguard Specialized Funds Div Etf (VIG) 0.1 $902k 4.2k 215.02
Coca Cola CS (KO) 0.1 $880k 12k 76.03
Ishares Tr Rus Md Cp Gr Etf Etf (IWP) 0.1 $855k 6.7k 128.15
Csx Corp CS (CSX) 0.1 $841k 21k 41.07
Vanguard Index Fds S&p 500 Etf Etf (VOO) 0.1 $828k 1.4k 597.40
Texas Instrs CS (TXN) 0.1 $827k 4.3k 194.22
Spdr S&p Midcap 400 Etf Tr Uts Etf (MDY) 0.1 $802k 1.3k 616.92
Vertex Pharmaceuticals CS (VRTX) 0.1 $799k 1.8k 446.62
Spdr Index Shs Fds Msci Emrg M Etf (QEMM) 0.1 $797k 12k 69.31
Global X Fds Us Pfd Etf Etf (PFFD) 0.1 $778k 42k 18.39
Ishares Tr Core Univrsl Usd Etf (IUSB) 0.1 $771k 17k 46.20
Merck & Co CS (MRK) 0.1 $766k 6.4k 120.29
Oracle Corp CS (ORCL) 0.1 $764k 5.2k 147.12
Trane Technologies CS (TT) 0.1 $758k 1.8k 416.94
Schwab Strategic Tr Fundamenta Etf (FNDX) 0.1 $752k 27k 27.85
Valero Energy Corp CS (VLO) 0.1 $750k 3.0k 247.20
Wells Fargo CS (WFC) 0.1 $747k 9.4k 79.66
Union Pac Corp CS (UNP) 0.1 $726k 3.0k 242.57
International Business Machs C CS (IBM) 0.1 $725k 3.0k 242.23
World Gold Tr Spdr Gld Minis Etf (GLDM) 0.1 $723k 7.8k 92.66
Berkshire Hathaway CS (BRK.A) 0.1 $718k 1.00 718000.00
Schwab Strategic Tr Fundamenta Etf (FNDF) 0.0 $700k 14k 48.95
Schwab Strategic Tr Us Dividen Etf (SCHD) 0.0 $696k 23k 30.69
Spdr Series Trust State Street Etf (SDY) 0.0 $688k 4.7k 145.92
Archer Daniels Midland CS (ADM) 0.0 $675k 9.3k 72.72
Deere & Co CS (DE) 0.0 $674k 1.2k 563.55
Chubb CS (CB) 0.0 $627k 1.9k 325.88
Intel Corp CS (INTC) 0.0 $626k 14k 44.11
3M CS (MMM) 0.0 $603k 4.2k 145.20
Spdr Dow Jones Indl Average Et Etf (DIA) 0.0 $597k 1.3k 463.15
Ishares Tr Msci Eafe Min Vl Etf (EFAV) 0.0 $586k 6.4k 91.38
Adobe CS (ADBE) 0.0 $585k 2.4k 243.14
Waste Mgmt Inc Del CS (WM) 0.0 $581k 2.5k 229.83
Vanguard World Fd Esg Us Stk E Etf (ESGV) 0.0 $567k 5.1k 112.23
Travelers Companies CS (TRV) 0.0 $555k 1.9k 291.49
Vanguard Index Fds Small Cp Et Etf (VB) 0.0 $549k 2.1k 262.05
Chevron Corp CS (CVX) 0.0 $544k 2.6k 206.77
Yum Brands CS (YUM) 0.0 $541k 3.5k 155.46
Aflac CS (AFL) 0.0 $534k 4.9k 109.81
Ishares Tr Core Msci Eafe Etf (IEFA) 0.0 $510k 5.6k 90.49
Ishares Expanded Tech-software Etf (IGV) 0.0 $508k 6.3k 80.13
Ishares Tr Core S&p Scp Etf Etf (IJR) 0.0 $506k 4.1k 124.29
Ishares Tr Rus 2000 Val Etf Etf (IWN) 0.0 $503k 2.7k 189.53
Starbucks Corp CS (SBUX) 0.0 $486k 5.4k 89.50
Illinois Tool Wks CS (ITW) 0.0 $479k 1.8k 260.33
Eog Res CS (EOG) 0.0 $475k 3.3k 144.60
At&t CS (T) 0.0 $463k 16k 28.97
Goldman Sachs Etf Tr Just Us L Etf (JUST) 0.0 $452k 4.9k 92.47
Wec Energy Group CS (WEC) 0.0 $441k 3.8k 115.87
Mondelez Intl Inc Cl A CS (MDLZ) 0.0 $430k 7.5k 57.68
Ishares Tr Rus Mdcp Val Etf Etf (IWS) 0.0 $429k 2.9k 145.62
Ishares Inc Msci Gbl Min Vol Etf (ACWV) 0.0 $427k 3.6k 119.44
The Cigna Group CS (CI) 0.0 $425k 1.6k 266.96
Church & Dwight CS (CHD) 0.0 $425k 4.6k 93.26
Silvercrest Asset Mgmt Group I CS (SAMG) 0.0 $425k 32k 13.43
Ishares Tr Esg Aw Msci Eafe Etf (ESGD) 0.0 $419k 4.4k 95.53
T-mobile Us CS (TMUS) 0.0 $418k 2.0k 210.26
Verizon Communications CS (VZ) 0.0 $407k 8.1k 50.14
Select Sector Spdr Tr State St CS (XLP) 0.0 $405k 4.9k 82.02
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $404k 12k 32.92
Progressive Corp CS (PGR) 0.0 $395k 2.0k 198.39
Ishares Tr U.s. Energy Etf Etf (IYE) 0.0 $394k 6.1k 64.71
Vanguard Index Fds Growth Etf Etf (VUG) 0.0 $393k 899.00 437.15
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $393k 16k 25.10
Oreilly Automotive CS (ORLY) 0.0 $382k 4.1k 92.29
Vanguard Index Fds Value Etf Etf (VTV) 0.0 $377k 1.9k 196.35
Schwab Strategic Tr Fundamenta Etf (FNDA) 0.0 $376k 12k 32.43
Salesforce CS (CRM) 0.0 $366k 2.0k 186.73
Nextera Energy CS (NEE) 0.0 $364k 3.9k 93.00
J P Morgan Exchange Traded Etf (JEPQ) 0.0 $352k 6.3k 55.52
Ishares Tr Rus 1000 Val Etf Etf (IWD) 0.0 $350k 1.6k 213.54
Boeing CS (BA) 0.0 $349k 1.8k 198.97
Vanguard Index Fds Sm Cp Val E Etf (VBR) 0.0 $346k 1.6k 217.47
Qnity Electronics Inc Common S CS (Q) 0.0 $346k 3.0k 115.49
Vanguard Whitehall Fds High Di Etf (VYM) 0.0 $345k 2.3k 148.07
Accenture Plc Ireland Shs Clas CS (ACN) 0.0 $345k 1.7k 198.28
Echostar Corp Cl A CS (SATS) 0.0 $344k 2.9k 116.97
Ishares Tr Core S&p Ttl Stk Etf (ITOT) 0.0 $335k 2.4k 142.31
Vanguard Intl Equity Index Fds Etf (VSS) 0.0 $330k 2.3k 145.70
Southern CS (SO) 0.0 $326k 3.4k 96.59
Ishares Inc Msci Emerg Mrkt Etf (EEMV) 0.0 $323k 5.0k 64.77
Nucor Corp CS (NUE) 0.0 $321k 1.9k 169.21
Carrier Global Corporation CS (CARR) 0.0 $317k 5.6k 56.27
Brookfield Corp Cl A Ltd Vt Sh CS (BN) 0.0 $316k 7.8k 40.47
Global X Fds Vdeo Gam Esprt CS (HERO) 0.0 $313k 12k 25.75
Invesco Exchange Traded Fd Tr Etf (RSP) 0.0 $311k 1.6k 191.98
Corteva CS (CTVA) 0.0 $309k 3.7k 83.67
Colgate Palmolive CS (CL) 0.0 $306k 3.6k 85.33
Ishares Tr S&p 500 Val Etf Etf (IVE) 0.0 $304k 1.4k 211.11
Vanguard World Fd Health Car E Etf (VHT) 0.0 $299k 1.1k 272.07
Tesla CS (TSLA) 0.0 $293k 787.00 372.30
Darden Restaurants CS (DRI) 0.0 $289k 1.5k 195.80
Shell Plc Spon Ads CS (SHEL) 0.0 $287k 3.1k 93.00
Fidelity Wise Origin Bitcoin F Etf (FBTC) 0.0 $287k 4.9k 58.94
Profesionally Managed Portfoli Etf (AKRE) 0.0 $278k 5.3k 52.94
Schwab Strategic Tr Fundamenta Etf (FNDE) 0.0 $277k 7.3k 38.20
Ford Mtr CS (F) 0.0 $260k 23k 11.55
Wisdomtree Tr Us Midcap Divid Etf (DON) 0.0 $246k 4.7k 52.46
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $243k 7.8k 30.98
Nvent Electric CS (NVT) 0.0 $242k 2.0k 118.34
Fortive Corp CS (FTV) 0.0 $241k 4.4k 55.21
Select Sector Spdr Tr State St CS (XLB) 0.0 $241k 4.8k 49.96
Yum China Hldgs CS (YUMC) 0.0 $235k 4.8k 48.86
Pfizer CS (PFE) 0.0 $226k 8.1k 28.07
Lowes Cos CS (LOW) 0.0 $225k 954.00 235.85
Expedia Group CS (EXPE) 0.0 $224k 970.00 230.93
Goldman Sachs Etf Tr S&p 500 P Etf (GPIX) 0.0 $223k 4.5k 50.11
Cabot Corp CS (CBT) 0.0 $223k 3.0k 75.26
Vanguard Intl Equity Index Fds Etf (VGK) 0.0 $221k 2.7k 82.31
Proshares Tr Sp500 Ex Enrgy Etf (SPXE) 0.0 $217k 3.1k 69.64
Northern Tr Corp CS (NTRS) 0.0 $215k 1.5k 139.61
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $214k 7.0k 30.44
Invesco Exch Traded Fd Tr Ii S Etf (SPLV) 0.0 $209k 2.9k 73.00
Aon Plc Shs Cl A CS (AON) 0.0 $208k 645.00 322.48
Ametek CS (AME) 0.0 $207k 967.00 214.06
Marvell Technology CS (MRVL) 0.0 $201k 2.0k 98.87
Clifton Mng CS (CFTN) 0.0 $4.0k 25k 0.16