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Institutional Investment Manager
APPLETON PARTNERS INC/MA
APPLETON PARTNERS INC/MA (CIK: 0001055290) incorporated in Massachusetts, located at One Post Office Square, Boston, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Original 13F HR (0000950123-16-018722) filed in 2016.08.03
#
Name
Shares
Value ($)
%
Options
Notes
151 PUBLIC STORAGE 1,618 414 0.08%
152 PUTNAM CONV INCOME GROWTH TR C 24,801 536 0.11%
153 PUTNAM FDS TR MLTCP CORE Y 35,023 588 0.12%
154 PUTNAM FDS TR SPECTRM A SHAR 19,996 633 0.13%
155 RAYTHEON CO 8,726 1,186 0.24%
156 REPUBLIC SVCS INC 18,050 926 0.19%
157 RLI CORP 5,250 361 0.07%
158 ROPER TECHNOLOGIES INC 28,164 4,804 0.98%
159 S&P GLOBAL INC 3,785 406 0.08%
160 SCHLUMBERGER LTD 65,672 5,193 1.06%
161 SCHRODER SER TR EMRGMKT EQ ADV 54,702 629 0.13%
162 SCOTTS MIRACLE-GRO CO 16,008 1,119 0.23%
163 SERIES PORTFOLIOS TR APPLETON 389,417 3,727 0.76%
164 SHELTON FDS GREEN ALPHA FD 15,302 214 0.04%
165 SHERWIN WILLIAMS CO 21,797 6,401 1.31%
166 SOUTHERN CO 12,648 678 0.14%
167 SOUTHWEST AIRLS CO 9,715 381 0.08%
168 SPDR DOW JONES INDL AVRG ETF 1,565 280 0.06%
169 STARBUCKS CORP 132,279 7,556 1.54%
170 STERICYCLE INC 2,915 304 0.06%
171 STRATEGIC ENVTL & ENGY RES INC 26,300 15 0.00%
172 STRYKER CORP 8,281 992 0.20%
173 TARGET CORP 17,550 1,225 0.25%
174 TE CONNECTIVITY LTD 34,383 1,964 0.40%
175 TEVA PHARMACEUTICAL INDS LTD 11,827 594 0.12%
176 TEXAS INSTRS INC 17,448 1,093 0.22%
177 THERMO FISHER SCIENTIFIC INC 66,196 9,781 2.00%
178 TJX COS INC NEW 88,046 6,800 1.39%
179 TRAVELERS COMPANIES INC 2,517 300 0.06%
180 UNDER ARMOUR INC 14,952 600 0.12%
181 UNILEVER PLC 17,545 841 0.17%
182 UNION PAC CORP 17,470 1,524 0.31%
183 UNITED PARCEL SERVICE INC 2,554 275 0.06%
184 UNITED TECHNOLOGIES CORP 11,226 1,151 0.24%
185 UNITEDHEALTH GROUP INC 29,523 4,169 0.85%
186 US BANCORP DEL 9,520 384 0.08%
187 V F CORP 17,736 1,091 0.22%
188 VALERO ENERGY CORP NEW 52,513 2,678 0.55%
189 VANGUARD CA INTERM TERM TAX EXEMPT ADMIRAL SHR 89,808 1,091 0.22%
190 VANGUARD INDEX FDS 30,275 2,684 0.55%
191 VANGUARD SMALL-CAP VALUE INDES 16,960 767 0.16%
192 VERISIGN INC 38,507 3,329 0.68%
193 VERIZON COMMUNICATIONS INC 156,502 8,739 1.79%
194 VISA INC 181,315 13,448 2.75%
195 VODAFONE GROUP PLC NEW 60,370 1,865 0.38%
196 WABTEC CORP 87,623 6,154 1.26%
197 WALGREENS BOOTS ALLIANCE INC 3,240 270 0.06%
198 WASTE MGMT INC DEL 5,423 359 0.07%
199 WEC ENERGY GROUP INC 4,026 263 0.05%
200 WELLS FARGO & CO NEW 200,896 9,508 1.94%
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