APPLETON PARTNERS INC/MA Diversified Active

CIK: 0001055290 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 13, 2013

Total Value ($000): $346,839,042 (100.0% shares, 0.0% debt)

Holdings (151)

AAPL APPLE INC. 3.4%
Value ($000) $11,815,404 Shares 29,797 Est. Cost $13.16 Unrealized 0.0%
V VISA INC. 3.3%
Value ($000) $11,441,246 Shares 62,606 Est. Cost $40.02 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 3.2%
Value ($000) $10,983,104 Shares 121,562 Est. Cost $53.69 Unrealized 0.0%
MCD MCDONALDS CORP COM 2.9%
Value ($000) $9,943,164 Shares 100,436 Est. Cost $71.80 Unrealized 0.0%
CERNER CORP COM 2.8%
Value ($000) $9,730,169 Shares 101,261 Est. Cost $96089.99 Unrealized
VZ VERIZON COMMUNICATIONS COM 2.7%
Value ($000) $9,435,277 Shares 187,431 Est. Cost $27.04 Unrealized 0.0%
TJX TJX COS INC NEW COM 2.6%
Value ($000) $9,077,380 Shares 181,330 Est. Cost $20.82 Unrealized 0.0%
JPM J P MORGAN CHASE & CO COM 2.4%
Value ($000) $8,484,250 Shares 160,717 Est. Cost $36.24 Unrealized 0.0%
IBM INTERNATIONAL BUS MACH COM 2.4%
Value ($000) $8,321,121 Shares 43,541 Est. Cost $118.94 Unrealized 0.0%
WFC WELLS FARGO & CO NEW COM 2.4%
Value ($000) $8,172,327 Shares 198,021 Est. Cost $27.36 Unrealized 0.0%
HD HOME DEPOT INC COM 2.2%
Value ($000) $7,624,365 Shares 98,417 Est. Cost $56.05 Unrealized 0.0%
CAT CATERPILLAR INC DEL COM 2.1%
Value ($000) $7,295,168 Shares 88,437 Est. Cost $61.55 Unrealized 0.0%
SLB SCHLUMBERGER LTD COM 2.1%
Value ($000) $7,192,658 Shares 100,372 Est. Cost $52.90 Unrealized 0.0%
PEP PEPSICO INC COM 2.0%
Value ($000) $7,037,539 Shares 86,044 Est. Cost $56.00 Unrealized 0.0%
C CITIGROUP INC COM 2.0%
Value ($000) $6,888,876 Shares 143,608 Est. Cost $35.76 Unrealized 0.0%
CHICAGO BRIDGE & IRON N Y REGISTRY SH 1.9%
Value ($000) $6,748,143 Shares 113,110 Est. Cost $59660.00 Unrealized
QCOM QUALCOMM INC COM 1.8%
Value ($000) $6,404,737 Shares 104,841 Est. Cost $45.06 Unrealized 0.0%
EXPRESS SCRIPTS HOLDING COMPANY 1.8%
Value ($000) $6,377,557 Shares 103,297 Est. Cost $61740.00 Unrealized
WAB WABTEC CORP COM 1.8%
Value ($000) $6,371,795 Shares 119,255 Est. Cost $49.35 Unrealized 0.0%
ROP ROPER INDS INC NEW COM 1.8%
Value ($000) $6,238,328 Shares 50,220 Est. Cost $113.55 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 1.8%
Value ($000) $6,196,173 Shares 72,166 Est. Cost $59.66 Unrealized 0.0%
AMT AMERICAN TOWER CORPORATION NEW 1.8%
Value ($000) $6,187,767 Shares 84,567 Est. Cost $59.51 Unrealized 0.0%
COST COSTCO WHSL CORP NEW COM 1.7%
Value ($000) $5,780,821 Shares 52,282 Est. Cost $86.56 Unrealized 0.0%
PG PROCTER & GAMBLE CO COM 1.6%
Value ($000) $5,524,879 Shares 71,761 Est. Cost $55.00 Unrealized 0.0%
PERRIGO CO COM 1.6%
Value ($000) $5,410,757 Shares 44,717 Est. Cost $121000.00 Unrealized
GS GOLDMAN SACHS GROUP COM 1.5%
Value ($000) $5,319,009 Shares 35,167 Est. Cost $120.06 Unrealized 0.0%
GENERAL ELEC CO COM 1.5%
Value ($000) $5,311,762 Shares 229,054 Est. Cost $23190.00 Unrealized
ANSYS INC COM 1.5%
Value ($000) $5,242,001 Shares 71,710 Est. Cost $73100.00 Unrealized
TROW PRICE T ROWE GROUP INC COM 1.5%
Value ($000) $5,230,433 Shares 71,454 Est. Cost $47.69 Unrealized 0.0%
DUNKIN BRANDS GRP INC COM 1.4%
Value ($000) $4,926,013 Shares 115,040 Est. Cost $42820.00 Unrealized
MDLZ MONDELEZ INTL INC CL A 1.4%
Value ($000) $4,802,740 Shares 168,340 Est. Cost $23.16 Unrealized 0.0%
IBB ISHARES TR NASDQ BIO INDX 1.3%
Value ($000) $4,664,331 Shares 26,825 Est. Cost $173880.00 Unrealized
APPLETON EQUITY GROWTH FUND 1.2%
Value ($000) $4,272,673 Shares 435,543 Est. Cost $9809.99 Unrealized
ECL ECOLAB INC COM 1.2%
Value ($000) $4,206,427 Shares 49,377 Est. Cost $73.48 Unrealized 0.0%
BAC BANK OF AMERICA CORP COM 1.2%
Value ($000) $4,175,488 Shares 324,688 Est. Cost $10.03 Unrealized 0.0%
GOOGLE INC CL A 1.2%
Value ($000) $4,140,380 Shares 4,703 Est. Cost $880370.00 Unrealized
CHD CHURCH & DWIGHT INC COM 1.1%
Value ($000) $3,822,317 Shares 61,940 Est. Cost $26.18 Unrealized 0.0%
KRAFT FOODS GROUP INC COM 1.1%
Value ($000) $3,773,013 Shares 67,532 Est. Cost $55870.00 Unrealized
PRICELINE COM INC COM NEW 1.0%
Value ($000) $3,476,147 Shares 4,205 Est. Cost $826669.94 Unrealized
CORE LABORATORIES N V COM 1.0%
Value ($000) $3,417,203 Shares 22,532 Est. Cost $151660.00 Unrealized
ABBV ABBVIE INC. COM 0.9%
Value ($000) $3,292,855 Shares 79,653 Est. Cost $26.55 Unrealized 0.0%
DU PONT E I DE NEMOURS COM 0.9%
Value ($000) $3,198,405 Shares 60,922 Est. Cost $52500.00 Unrealized
CL COLGATE PALMOLIVE CO COM 0.9%
Value ($000) $3,162,866 Shares 55,208 Est. Cost $44.38 Unrealized 0.0%
MAXIM INTEGRATED PRODS COM 0.8%
Value ($000) $2,867,035 Shares 103,205 Est. Cost $27780.00 Unrealized
MSFT MICROSOFT CORP COM 0.7%
Value ($000) $2,354,864 Shares 68,168 Est. Cost $26.70 Unrealized 0.0%
PRAXAIR INC COM 0.6%
Value ($000) $2,210,496 Shares 19,195 Est. Cost $115159.99 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.6%
Value ($000) $2,135,922 Shares 33,823 Est. Cost $56.11 Unrealized 0.0%
ABT ABBOTT LABS COM 0.6%
Value ($000) $2,065,698 Shares 59,223 Est. Cost $28.85 Unrealized 0.0%
GNRC GENERAC HLDGS INC COM 0.6%
Value ($000) $1,923,040 Shares 51,960 Est. Cost $32.90 Unrealized 0.0%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $1,757,036 Shares 72,202 Est. Cost $15.24 Unrealized 0.0%
BNS BANK N S HALIFAX COM 0.5%
Value ($000) $1,723,078 Shares 32,177 Est. Cost $30.35 Unrealized 0.0%
APH AMPHENOL CORP NEW CL A 0.5%
Value ($000) $1,687,167 Shares 21,647 Est. Cost $8.50 Unrealized 0.0%
T AT&T INC COM 0.5%
Value ($000) $1,683,164 Shares 47,547 Est. Cost $11.40 Unrealized 0.0%
KO COCA COLA CO COM 0.4%
Value ($000) $1,554,543 Shares 38,757 Est. Cost $27.85 Unrealized 0.0%
CVX CHEVRONTEXACO CORP COM 0.4%
Value ($000) $1,545,284 Shares 13,058 Est. Cost $71.30 Unrealized 0.0%
BBH FD INC CORE SELE CL N 0.4%
Value ($000) $1,450,054 Shares 73,757 Est. Cost $19659.88 Unrealized
HNVIX HEARTLAND GROUP INC VAL PLUS INSTL 0.4%
Value ($000) $1,434,205 Shares 43,994 Est. Cost $32600.01 Unrealized
SOUTHWESTERN ENERGY CO COM 0.4%
Value ($000) $1,430,186 Shares 39,151 Est. Cost $36530.00 Unrealized
COP CONOCOPHILLIPS COM 0.4%
Value ($000) $1,344,189 Shares 22,218 Est. Cost $39.96 Unrealized 0.0%
SMG SCOTTS MIRACLE GRO CO 0.4%
Value ($000) $1,338,235 Shares 27,701 Est. Cost $29.98 Unrealized 0.0%
TOL TOLL BROTHERS INC COM 0.4%
Value ($000) $1,322,820 Shares 40,540 Est. Cost $33.80 Unrealized 0.0%
PFE PFIZER INC COM 0.4%
Value ($000) $1,261,991 Shares 45,055 Est. Cost $16.46 Unrealized 0.0%
PCGYX PUTNAM CONV INCM GRWTH CL Y 0.4%
Value ($000) $1,241,296 Shares 56,577 Est. Cost $21939.94 Unrealized
BABCOCK & WILCOX CO COM 0.3%
Value ($000) $1,203,482 Shares 40,076 Est. Cost $30029.99 Unrealized
GWW GRAINGER W W INC COM 0.3%
Value ($000) $1,200,629 Shares 4,761 Est. Cost $201.89 Unrealized 0.0%
INTC INTEL CORP COM 0.3%
Value ($000) $1,186,834 Shares 48,982 Est. Cost $17.18 Unrealized 0.0%
MANAGERS AMG FDS YACKTMAN FOC SVC 0.3%
Value ($000) $1,158,128 Shares 48,396 Est. Cost $23930.24 Unrealized
CONTINENTAL RES INC COM 0.3%
Value ($000) $1,153,979 Shares 13,409 Est. Cost $86060.03 Unrealized
DDD 3-D SYS CORP DEL COM NEW 0.3%
Value ($000) $1,085,515 Shares 24,727 Est. Cost $41.34 Unrealized 0.0%
HAL HALLIBURTON CO COM 0.3%
Value ($000) $1,076,626 Shares 25,806 Est. Cost $33.21 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB COM 0.3%
Value ($000) $1,067,555 Shares 23,888 Est. Cost $28.67 Unrealized 0.0%
EOG EOG RES INC COM 0.3%
Value ($000) $1,030,923 Shares 7,829 Est. Cost $46.52 Unrealized 0.0%
MDIJX MFS SER TR X INTL DIVERS I 0.3%
Value ($000) $938,839 Shares 63,392 Est. Cost $14810.06 Unrealized
ED CONSOLIDATED EDISON COM 0.3%
Value ($000) $916,342 Shares 15,715 Est. Cost $37.50 Unrealized 0.0%
PEOPLES S&P MIDCAP INDEX FD DREYFS MCP IDX 0.2%
Value ($000) $852,917 Shares 25,807 Est. Cost $33049.83 Unrealized
UNITED TECHNOLOGIES CP COM 0.2%
Value ($000) $832,464 Shares 8,957 Est. Cost $92940.05 Unrealized
AMGN AMGEN INC COM 0.2%
Value ($000) $828,349 Shares 8,396 Est. Cost $73.34 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC CL B NEW 0.2%
Value ($000) $763,294 Shares 6,820 Est. Cost $110.02 Unrealized 0.0%
MMM 3M CO COM 0.2%
Value ($000) $730,021 Shares 6,676 Est. Cost $61.26 Unrealized 0.0%
MRK MERCK & CO INC NEW COM 0.2%
Value ($000) $728,940 Shares 15,693 Est. Cost $30.02 Unrealized 0.0%
WHOLE FOODS MKT INC COM 0.2%
Value ($000) $719,176 Shares 13,970 Est. Cost $51480.03 Unrealized
DELAWARE GR DELCAP FD SMID CAP GROWTH 0.2%
Value ($000) $717,634 Shares 23,723 Est. Cost $30250.56 Unrealized
FORUM FDS INC JORDAN OPPTY 0.2%
Value ($000) $673,800 Shares 47,720 Est. Cost $14119.87 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $650,905 Shares 8,204 Est. Cost $53.13 Unrealized 0.0%
SVAIX FEDERATED EQUITY FDS STRG VAL DV INST 0.2%
Value ($000) $635,146 Shares 116,755 Est. Cost $5439.99 Unrealized
FAST FASTENAL CO COM 0.2%
Value ($000) $592,935 Shares 12,949 Est. Cost $8.84 Unrealized 0.0%
AFL AFLAC INC COM 0.2%
Value ($000) $591,080 Shares 10,170 Est. Cost $20.11 Unrealized 0.0%
LINKEDIN CORP COM CL A 0.2%
Value ($000) $583,398 Shares 3,272 Est. Cost $178300.12 Unrealized
VALSPAR CORP COM 0.2%
Value ($000) $556,809 Shares 8,610 Est. Cost $64670.04 Unrealized
ACN ACCENTURE PLC 0.2%
Value ($000) $525,668 Shares 7,305 Est. Cost $63.81 Unrealized 0.0%
STERICYCLE INC COM 0.2%
Value ($000) $523,438 Shares 4,740 Est. Cost $110429.96 Unrealized
SOPYX LEGG MASON PTNRS EQTY CBA EETY BUILD I 0.2%
Value ($000) $521,370 Shares 31,034 Est. Cost $16799.96 Unrealized
PRECISION CASTPARTS CP COM 0.1%
Value ($000) $512,365 Shares 2,267 Est. Cost $226010.14 Unrealized
SCHRODER SER TR EMRGMKT EQ ADV 0.1%
Value ($000) $487,109 Shares 39,732 Est. Cost $12259.87 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $450,000 Shares 6,535 Est. Cost $47.95 Unrealized 0.0%
PUTNAM FDS TR SPECTRM A SHAR 0.1%
Value ($000) $442,456 Shares 14,656 Est. Cost $30189.41 Unrealized
CTRA CABOT OIL & GAS CORP COM 0.1%
Value ($000) $427,824 Shares 6,024 Est. Cost $24.86 Unrealized 0.0%
FGFLX FEDERATED WORLD INVT FED INTLD INST 0.1%
Value ($000) $423,459 Shares 15,489 Est. Cost $27339.34 Unrealized
VFC V F CORP COM 0.1%
Value ($000) $410,252 Shares 2,125 Est. Cost $42.45 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES COM 0.1%
Value ($000) $408,948 Shares 9,611 Est. Cost $41.83 Unrealized 0.0%
BAKER HUGHES INC COM 0.1%
Value ($000) $399,347 Shares 8,657 Est. Cost $46129.95 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $387,420 Shares 5,479 Est. Cost $70709.98 Unrealized
HSY HERSHEY FOODS CORP COM 0.1%
Value ($000) $383,904 Shares 4,300 Est. Cost $65.69 Unrealized 0.0%
KELLOGG CO COM 0.1%
Value ($000) $362,321 Shares 5,641 Est. Cost $38.95 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC. 0.1%
Value ($000) $359,847 Shares 4,252 Est. Cost $79.76 Unrealized 0.0%
CELGENE CORP COM 0.1%
Value ($000) $358,076 Shares 3,061 Est. Cost $116980.07 Unrealized
TEVA TEVA PHARMACEUTCL INDS ADR 0.1%
Value ($000) $349,586 Shares 8,918 Est. Cost $39200.04 Unrealized
AGRIUM INC COM 0.1%
Value ($000) $344,449 Shares 3,961 Est. Cost $86960.11 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $337,200 Shares 2 Est. Cost $165023.42 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $335,613 Shares 4,852 Est. Cost $49.85 Unrealized 0.0%
WMT WAL MART STORES INC COM 0.1%
Value ($000) $326,713 Shares 4,386 Est. Cost $19.98 Unrealized 0.0%
RAYTHEON CO COM NEW 0.1%
Value ($000) $326,368 Shares 4,936 Est. Cost $66119.94 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $317,564 Shares 3,100 Est. Cost $80.37 Unrealized 0.0%
EITVX EATON VANCE MUT FDS TR TX MNG VAL FD 0.1%
Value ($000) $310,004 Shares 14,918 Est. Cost $20780.53 Unrealized
CSL CARLISLE COS INC COM 0.1%
Value ($000) $305,319 Shares 4,900 Est. Cost $55.89 Unrealized 0.0%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $298,456 Shares 4,678 Est. Cost $63799.91 Unrealized
VARIAN MED SYS INC COM 0.1%
Value ($000) $298,264 Shares 4,422 Est. Cost $67450.02 Unrealized
NUE NUCOR CORP COM 0.1%
Value ($000) $298,215 Shares 6,884 Est. Cost $32.41 Unrealized 0.0%
BANK OF NEW YORK MELLON COM 0.1%
Value ($000) $293,964 Shares 10,480 Est. Cost $28050.00 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $280,814 Shares 1,918 Est. Cost $59.61 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $280,305 Shares 8,011 Est. Cost $16.28 Unrealized 0.0%
SYK STRYKER CORP COM 0.1%
Value ($000) $278,253 Shares 4,302 Est. Cost $56.92 Unrealized 0.0%
TRV THE TRAVELERS COMPANIES INC. 0.1%
Value ($000) $276,763 Shares 3,463 Est. Cost $63.44 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC. 0.1%
Value ($000) $273,642 Shares 3,540 Est. Cost $56.98 Unrealized 0.0%
EW EDWARDS LIFESCIENCES COM 0.1%
Value ($000) $268,128 Shares 3,990 Est. Cost $11.84 Unrealized 0.0%
HDGIX HARTFORD MUT FDS INC DIV & GWT CL I 0.1%
Value ($000) $267,430 Shares 11,424 Est. Cost $23409.49 Unrealized
CVS CVS CAREMARK CORPORATION 0.1%
Value ($000) $266,459 Shares 4,660 Est. Cost $41.44 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTN COM 0.1%
Value ($000) $265,318 Shares 4,269 Est. Cost $62149.92 Unrealized
OXY OCCIDENTAL PETE CP DEL COM 0.1%
Value ($000) $262,247 Shares 2,939 Est. Cost $57.83 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $260,485 Shares 1,475 Est. Cost $53.48 Unrealized 0.0%
HIG HARTFORD FINL SVCS COM 0.1%
Value ($000) $243,495 Shares 7,875 Est. Cost $22.20 Unrealized 0.0%
DIA DIAMONDS TR UNIT SER 1 0.1%
Value ($000) $241,394 Shares 1,625 Est. Cost $148550.16 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $240,523 Shares 5,705 Est. Cost $8.33 Unrealized 0.0%
CSX CSX CORP COM 0.1%
Value ($000) $239,390 Shares 10,323 Est. Cost $6.66 Unrealized 0.0%
WISCONSIN ENERGY CORP COM 0.1%
Value ($000) $232,085 Shares 5,662 Est. Cost $40989.93 Unrealized
DFREX DFA INVT DIMENSION GRP REAL ESTATE PT 0.1%
Value ($000) $231,993 Shares 8,406 Est. Cost $27598.50 Unrealized
NTRS NORTHERN TR CORP COM 0.1%
Value ($000) $230,500 Shares 3,981 Est. Cost $40.35 Unrealized 0.0%
CWGFX CAPITAL WORLD GRW&INCM CL F-1 0.1%
Value ($000) $230,403 Shares 5,867 Est. Cost $39271.01 Unrealized
E M C CORP MASS COM 0.1%
Value ($000) $228,500 Shares 9,674 Est. Cost $23620.01 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $222,137 Shares 2,734 Est. Cost $68.04 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $221,258 Shares 2,040 Est. Cost $71.65 Unrealized 0.0%
WAT WATERS CORP COM 0.1%
Value ($000) $215,208 Shares 2,151 Est. Cost $95.76 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $214,211 Shares 2,473 Est. Cost $49.85 Unrealized 0.0%
LOW LOWES COS INC COM 0.1%
Value ($000) $213,498 Shares 5,220 Est. Cost $32.16 Unrealized 0.0%
MCGRAW HILL FINL INC COM 0.1%
Value ($000) $211,803 Shares 3,982 Est. Cost $53190.11 Unrealized
KINDER MORGAN ENERGY UT LTD PARTNER 0.1%
Value ($000) $207,095 Shares 2,425 Est. Cost $85400.00 Unrealized
D DOMINION RES VA NEW COM 0.1%
Value ($000) $203,131 Shares 3,575 Est. Cost $34.53 Unrealized 0.0%
PIONEER STRATEGIC INCM CL Y 0.1%
Value ($000) $200,826 Shares 18,290 Est. Cost $10980.10 Unrealized
STISX FEDERATED FX INCM SECS STRAT INC INST 0.1%
Value ($000) $194,481 Shares 21,730 Est. Cost $8949.89 Unrealized
MANNING & NAPIER FD WORLD OPPTYS A 0.0%
Value ($000) $161,808 Shares 20,125 Est. Cost $8040.15 Unrealized
FKINX FRANKLIN CUSTODIAN FDS INCOME FD CL A 0.0%
Value ($000) $26,849 Shares 11,828 Est. Cost $2269.95 Unrealized