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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 (2016Q3)
Portfolio Summary: 214 holdings with a total value of $530,790,000.
#
Name
Shares
Value ($)
%
Options
Notes
201 VERIZON COMMUNICATIONS INC 155,335 8,074,000 1.52%
202 GENERAL ELECTRIC CO 277,609 8,223,000 1.55%
203 JOHNSON & JOHNSON 73,109 8,636,000 1.63%
204 PAYPAL HLDGS INC 213,744 8,757,000 1.65%
205 AMERICAN TOWER CORP NEW 83,824 9,500,000 1.79%
206 PEPSICO INC 87,509 9,518,000 1.79%
207 SERIES PORTFOLIOS TR APPLETON 948,282 9,672,000 1.82%
208 PALO ALTO NETWORKS INC 60,869 9,698,000 1.83%
209 THERMO FISHER SCIENTIFIC INC 63,475 10,096,000 1.90%
210 FACEBOOK INC 83,494 10,710,000 2.02%
211 JPMORGAN CHASE & CO 175,863 11,711,000 2.21%
212 HOME DEPOT INC 106,226 13,669,000 2.58%
213 VISA INC 173,594 14,356,000 2.70%
214 APPLE INC 191,108 21,605,000 4.07%
Page 5 of 5

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-021125, filed 2016.11.03).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.