IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Appleton Partners Inc

Q3 2022 Holdings

Filed 2022-10-27 | 292 holdings | $88.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
General Electric Co(GE)CS369604301$3135,0610.0%
Ishares Msci USA Quality Facto(QUAL)ETF46432F339$3333,2070.0%
Church & Dwight Co Inc(CHD)CS171340102$3354,6830.0%
Carlisle COS Inc(CSL)CS142339100$3391,2100.0%
RLI Corp(RLI)CS749607107$3393,3150.0%
Ishares Trust Ishares ESG Awar(ESGD)ETF46435G516$3396,0350.0%
Travelers COS Inc(TRV)CS89417E109$3452,2530.0%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$3466,5680.0%
Comcast Corp(CMCSA)CS20030N101$34711,8450.0%
Target Corp(TGT)CS87612E106$3572,4090.0%
Ameriprise Financial Inc(AMP)CS03076C106$3681,4610.0%
Communication Services Select(XLC)CS81369Y852$3717,7400.0%
Ishares Msci USA MIN VOL Facto(USMV)ETF46429B697$3775,7030.0%
Consumer Discretionary Select(XLY)ETF81369Y407$3852,7010.0%
Southern Co(SO)CS842587107$3875,6870.0%
Sportradar Holding AG(SRAD)CSH8088L103$38944,2250.0%
Eversource Energy(ES)CS30040W108$3905,0080.0%
Goldman Sachs Just US Large CA(JUST)ETF381430396$3917,6530.0%
Ishares Core S&P Small-Cap ETF(IJR)ETF464287804$3934,5050.0%
Fiserv Inc(FISV)CS337738108$3974,2390.0%
Vanguard Small-Cap ETF(VB)ETF922908751$4012,3440.0%
Prudential Financial Inc(PRU)CS744320102$4034,7020.0%
Berkshire Hathaway Inc(BRK/A)CS084670108$40610.0%
Linde PLC(LIN)CSG5494J103$4091,5180.0%
AIR Products and Chemicals Inc(APD)CS009158106$4101,7630.0%
Sempra Energy(SRE)CS816851109$4212,8100.0%
JPMorgan Diversified Return in(JPIN)ETF46641Q209$4219,8250.0%
Nike Inc(NKE)CS654106103$4225,0720.0%
Ebay Inc(EBAY)CS278642103$42411,5240.0%
Applied Materials Inc(AMAT)CS038222105$4295,2320.0%
WEC Energy Group Inc(WEC)CS92939U106$4344,8570.0%
Vanguard ESG US Stock ETF(ESGV)ETF921910733$4447,0650.0%
US Diversified Real Estate ETF(PPTY)ETF26922A511$44416,1610.0%
Illumina Inc(ILMN)CS452327109$4452,3300.0%
Ishares Msci Global MIN VOL FA(ACWV)ETF464286525$4495,0750.0%
Vanguard Dividend Appreciation(VIG)ETF921908844$4693,4690.0%
Vanguard Total Stock Market ET(VTI)ETF922908769$4732,6330.0%
Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$4741,1810.0%
Oracle Corp(ORCL)CS68389X105$4847,9190.0%
Schwab Fundamental Internation(FNDF)ETF808524755$48719,3590.0%
Ishares Russell 2000 Value ETF(IWN)ETF464287630$4903,7980.0%
Federated Hermes Inc(FHI)CS314211103$49114,8340.0%
Honeywell International Inc(HON)CS438516106$5033,0120.0%
Domino's Pizza Inc(DPZ)CS25754A201$5031,6210.0%
First Trust Nasdaq Clean Edge(QCLN)ETF33733E500$5058,8670.0%
Schwab Fundamental U.S. Large(FNDX)ETF808524771$51710,8270.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$5328,0050.0%
Ishares Russell Mid-Cap Growth(IWP)ETF464287481$5356,8240.0%
Citigroup Inc(C)CS172967424$54313,0200.0%
Rivian Automotive Inc(RIVN)CS76954A103$55816,9640.0%
PreviousPage 2 of 6Next