IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Appleton Partners Inc

Q2 2026 Holdings

Filed 2026-07-21 | 275 holdings | $1.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Colgate Palmolive Co COM(CL)CS194162103$326.0K3,5610.0%
Ishares TR S&P 500 VAL ETF(IVE)ETF464287408$327.0K1,4400.0%
Verizon Communications Inc COM(VZ)CS92343V104$335.0K7,9170.0%
Illinois Tool WKS Inc COM(ITW)CS452308109$335.0K1,2400.0%
Tesla Inc COM(TSLA)CS88160R101$338.0K8040.0%
Nextera Energy Inc COM(NEE)CS65339F101$341.0K3,8810.0%
Echostar Corp CL A(SATS)CS278768106$344.0K3,3890.0%
Ishares TR U.S. Energy ETF(IYE)ETF464287796$345.0K6,0890.0%
Vanguard Index FDS Value ETF(VTV)ETF922908744$353.0K1,6200.0%
Vanguard Index FDS SM CP VAL E(VBR)ETF922908611$354.0K1,4560.0%
Schwab Strategic TR Fund EM EQ(FNDE)ETF808524730$356.0K8,9800.0%
Oreilly Automotive Inc COM(ORLY)CS67103H107$358.0K3,8900.0%
Vanguard BD Index FDS Total BN(BND)ETF921937835$371.0K5,0550.0%
Ishares Inc Msci Emerg Mrkt(EEMV)ETF464286533$375.0K4,9870.0%
Ishares TR Expanded Tech(IGV)ETF464287515$377.0K4,1600.0%
Boeing Co COM(BA)CS097023105$380.0K1,7540.0%
Ishares TR Core S&P TTL STK(ITOT)ETF464287150$384.0K2,3390.0%
Ishares TR RUS 1000 VAL ETF(IWD)ETF464287598$397.0K1,6390.0%
Applied Matls Inc COM(AMAT)CS038222105$398.0K5500.0%
Carrier Global Corporation COM(CARR)CS14448C104$399.0K5,4340.0%
EOG RES Inc COM(EOG)CS26875P101$400.0K3,0870.0%
Select Sector Spdr TR ST STR S(XLP)CS81369Y308$403.0K4,8550.0%
Chevron Corporation COM(CVX)CS166764100$413.0K2,4900.0%
Invesco Exchange Traded FD TR(RSP)ETF46137V357$414.0K1,9460.0%
Adobe Inc COM(ADBE)CS00724F101$416.0K2,0290.0%
Mondelez Intl Inc CL A(MDLZ)CS609207105$419.0K7,2500.0%
Progressive Corp COM(PGR)CS743315103$420.0K1,9220.0%
Archer Daniels Midland Co COM(ADM)CS039483102$420.0K5,5020.0%
Nucor Corp COM(NUE)CS670346105$423.0K1,8970.0%
Ishares Inc Msci GBL MIN VOL(ACWV)ETF464286525$430.0K3,5750.0%
Church & Dwight Co Inc COM(CHD)CS171340102$437.0K4,5070.0%
The Cigna Group COM(CI)CS125523100$439.0K1,5920.0%
WEC Energy Group Inc COM(WEC)CS92939U106$442.0K3,7820.0%
Vanguard MUN BD FDS TAX Exempt(VTEB)ETF922907746$443.0K8,7650.0%
J P Morgan Exchange Traded FD(JEPQ)ETF46654Q203$451.0K7,3400.0%
Ishares TR ESG AW Msci Eafe(ESGD)ETF46435G516$451.0K4,3860.0%
Schwab Strategic TR Fundamenta(FNDA)ETF808524763$461.0K12,1060.0%
Vanguard Index FDS Growth ETF(VUG)ETF922908736$465.0K5,3940.0%
Schwab Strategic TR Emrg Mkteq(SCHE)ETF808524706$477.0K13,1640.0%
Qnity Electronics Inc Common S(Q)CS74743L100$478.0K2,9250.0%
Ishares TR RUS Mdcp VAL ETF(IWS)ETF464287473$485.0K2,9460.0%
Vanguard Star FDS VG TL Intl S(VXUS)ETF921909768$485.0K5,6730.0%
Advanced Micro Devices Inc COM(AMD)CS007903107$498.0K8580.0%
Goldman Sachs ETF TR Just US L(JUST)ETF381430396$522.0K4,8880.0%
Starbucks Corp COM(SBUX)CS855244109$542.0K5,3050.0%
Schwab Strategic TR US Dividen(SCHD)ETF808524797$552.0K17,4200.0%
Ishares TR Msci Eafe MIN VL(EFAV)ETF46429B689$553.0K6,3090.0%
YUM Brands Inc COM(YUM)CS988498101$556.0K3,4760.0%
Ishares TR Core Msci Eafe(IEFA)ETF46432F842$560.0K5,7940.0%
Waste Mgmt Inc del COM(WM)CS94106L109$563.0K2,5280.0%
PreviousPage 2 of 6Next