IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Appleton Partners Inc

Q3 2023 Holdings

Filed 2023-10-03 | 289 holdings | $107.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Silvercrest Asset Management G(SAMG)CS828359109$50231,6500.0%
Comcast Corp(CMCSA)CS20030N101$51411,5850.0%
Vanguard Total Stock Market ET(VTI)ETF922908769$5182,4390.0%
Vanguard Communication Service(VOX)ETF92204A884$5305,0410.0%
Berkshire Hathaway Inc(BRK/A)CS084670108$53110.0%
Invitation Homes Inc(INVH)CS46187W107$53816,9650.0%
Schwab Fundamental U.S. Large(FNDX)ETF808524771$5429,6820.0%
Ishares Russell Mid-Cap Growth(IWP)ETF464287481$5606,1260.0%
Honeywell International Inc(HON)CS438516106$5633,0470.0%
CSX Corp(CSX)CS126408103$56618,4090.0%
Salesforce Inc(CRM)CS79466L302$5832,8760.0%
Cintas Corp(CTAS)CS172908105$5861,2190.0%
Activision Blizzard Inc(ATVIEUR)CS00507V109$6126,5340.0%
Ford Motor Co(F)CS345370860$61649,6300.0%
Workday Inc(WDAY)CS98138H101$6182,8750.0%
Deere & Co(DE)CS244199105$6211,6450.0%
Vanguard Dividend Appreciation(VIG)ETF921908844$6224,0040.0%
Valero Energy Corp(VLO)CS91913Y100$6404,5190.0%
Nike Inc(NKE)CS654106103$6406,6900.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$6599,3130.0%
Spdr S&P Dividend ETF(SDY)ETF78464A763$6615,7500.0%
T-Mobile US Inc(TMUS)CS872590104$6664,7520.0%
Ishares Select Dividend ETF(DVY)ETF464287168$6666,1840.0%
Spdr Gold Shares(GLD)ETF78463V107$6733,9250.0%
Wells Fargo & Co(WFC)CS949746101$69216,9300.0%
NXP Semiconductors NV(NXPI)CSN6596X109$6953,4750.0%
Pfizer Inc(PFE)CS717081103$70121,1360.0%
CVS Health Corp(CVS)CS126650100$70910,1510.0%
Amphenol Corp(APH)CS032095101$7208,5750.0%
Caterpillar Inc(CAT)CS149123101$7242,6520.0%
British American Tobacco PLC(BATS)CSG1510J102$73022,8970.0%
Philip Morris International in(PM)CS718172109$7387,9760.0%
Illinois Tool Works Inc(ITW)CS452308109$7393,2090.0%
Regeneron Pharmaceuticals Inc(REGN)CS75886F107$7469070.0%
Edwards Lifesciences Corp(EW)CS28176E108$79611,4870.0%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$8003,2080.0%
Ishares Msci Emerging Markets(EEM)ETF464287234$80121,0950.0%
Consumer Discretionary Select(XLY)ETF81369Y407$8034,9910.0%
Tesla Inc(TSLA)CS88160R101$8163,2600.0%
Archer-Daniels-Midland Co(ADM)CS039483102$82510,9450.0%
Communication Services Select(XLC)CS81369Y852$82612,5950.0%
Ishares Russell 1000 Growth ET(IWF)ETF464287614$8273,1080.0%
Colgate-Palmolive Co(CL)CS194162103$83311,7120.0%
EOG Resources Inc(EOG)CS26875P101$8386,6110.0%
Ishares Msci Eafe MIN VOL Fact(EFAV)ETF46429B689$84012,8770.0%
Servicenow Inc(NOW)CS81762P102$8461,5140.0%
Financial Select Sector Spdr F(XLF)ETF81369Y605$85425,7380.0%
Yum! Brands Inc(YUM)CS988498101$8857,0830.0%
General Mills Inc(GIS)CS370334104$91914,3540.0%
Invesco QQQ Trust Series 1(QQQ)ETF46090E103$9412,6250.0%
PreviousPage 3 of 6Next