Holdings of APPLETON PARTNERS INC/MA
236 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 33.3 % of the equity sleeve
Sector breakdown
- Technology 19.6 %
- Financials 11.5 %
- Communication 7.7 %
- Industrials 6.5 %
- Health care 6.3 %
- Consumer discretionary 5.9 %
- Consumer staples 3.8 %
- Real estate 1.8 %
- Materials 1.8 %
- Funds 1.0 %
- Energy 0.5 %
- Utilities 0.1 %
- Unattributed 33.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.5 %
- FR 0.3 %
- JP 0.2 %
- GB 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 233 | 1.3M $ | 99.51 % |
| 2 | FR | 1 | 4.1K $ | 0.30 % |
| 3 | JP | 1 | 2.2K $ | 0.17 % |
| 4 | GB | 1 | 287 $ | 0.02 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 201 | Qnity Electronics Inc | 2,996 | 346 $ | |
| 202 | Vanguard Index Funds | 1,591 | 346 $ | |
| 203 | Vanguard High Dividend Yield E | 2,330 | 345 $ | |
| 204 | EchoStar Corp | 2,941 | 344 $ | |
| 205 | iShares Core S&P Total U.S. Stock Market ETF | 2,354 | 335 $ | |
| 206 | Vanguard FTSE All World ex-US | 2,265 | 330 $ | |
| 207 | Southern Co/The | 3,375 | 326 $ | |
| 208 | iShares MSCI Emerging Markets Min Vol Factor ETF | 4,987 | 323 $ | |
| 209 | Nucor Corp | 1,897 | 321 $ | |
| 210 | Carrier Global Corp | 5,634 | 317 $ | |
| 211 | Invesco S&P 500 Equal Weight ETF | 1,620 | 311 $ | |
| 212 | Corteva Inc | 3,693 | 309 $ | |
| 213 | Colgate-Palmolive Co | 3,586 | 306 $ | |
| 214 | iShares Trust | 1,440 | 304 $ | |
| 215 | Vanguard World Fund | 1,099 | 299 $ | |
| 216 | Tesla Inc | 787 | 293 $ | |
| 217 | Darden Restaurants Inc | 1,476 | 289 $ | |
| 218 | Fidelity Wise Origin Bitcoin Fund | 4,869 | 287 $ | |
| 219 | Shell PLC | 3,086 | 287 $ | |
| 220 | SCHWAB STRATEGIC TRUST | 7,252 | 277 $ | |
| 221 | Ford Motor Co | 22,505 | 260 $ | |
| 222 | WisdomTree Trust | 4,689 | 246 $ | |
| 223 | Fortive Corp | 4,365 | 241 $ | |
| 224 | State Street Materials Select Sector SPDR ETF | 4,824 | 241 $ | |
| 225 | Yum China Holdings Inc | 4,810 | 235 $ | |
| 226 | Pfizer Inc | 8,052 | 226 $ | |
| 227 | Lowe's Cos Inc | 954 | 225 $ | |
| 228 | Expedia Group Inc | 970 | 224 $ | |
| 229 | Cabot Corp | 2,963 | 223 $ | |
| 230 | Goldman Sachs ETF Trust | 4,450 | 223 $ | |
| 231 | Vanguard FTSE Europe ETF | 2,685 | 221 $ | |
| 232 | Northern Trust Corp | 1,540 | 215 $ | |
| 233 | Schwab Strategic Trust | 7,031 | 214 $ | |
| 234 | Invesco S&P 500 Low Volatility | 2,863 | 209 $ | |
| 235 | AMETEK Inc | 967 | 207 $ | |
| 236 | Marvell Technology Inc | 2,033 | 201 $ | |