0000950123-17-001778.txt : 20170213
0000950123-17-001778.hdr.sgml : 20170213
20170213154058
ACCESSION NUMBER: 0000950123-17-001778
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20161231
FILED AS OF DATE: 20170213
DATE AS OF CHANGE: 20170213
EFFECTIVENESS DATE: 20170213
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: APPLETON PARTNERS INC/MA
CENTRAL INDEX KEY: 0001055290
IRS NUMBER: 042943177
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-06694
FILM NUMBER: 17598759
BUSINESS ADDRESS:
STREET 1: ONE POST OFFICE SQUARE
STREET 2: 6TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02109
BUSINESS PHONE: 6173380700
MAIL ADDRESS:
STREET 1: ONE POST OFFICE SQUARE
STREET 2: 6TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02109
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001055290
XXXXXXXX
12-31-2016
12-31-2016
APPLETON PARTNERS INC/MA
ONE POST OFFICE SQUARE
6TH FLOOR
BOSTON
MA
02109
13F HOLDINGS REPORT
028-06694
N
Benjamin T. Doherty, Esq.
Legal & Compliance Officer
(617) 338-0700
/s/ Benjamin T. Doherty, Esq.
Boston
MA
02-13-2017
0
209
494787
false
INFORMATION TABLE
2
form13fInfoTable.xml
INFORMATION TABLE FOR FORM 13F
3M CO COM
COM
88579Y101
3144
17606
SH
SOLE
0
0
0
ABBOTT LABS COM
COM
002824100
1034
26928
SH
SOLE
0
0
0
ABBVIE INC COM
COM
00287Y109
5788
92432
SH
SOLE
0
0
0
ACCENTURE PLC IRELAND SHS CLAS
COM
G1151C101
4059
34653
SH
SOLE
0
0
0
ADOBE SYS INC COM
COM
00724F101
2736
26580
SH
SOLE
0
0
0
AIR PRODS & CHEMS INC COM
COM
009158106
620
4310
SH
SOLE
0
0
0
AKAMAI TECHNOLOGIES COM
COM
00971T101
1592
23868
SH
SOLE
0
0
0
ALLERGAN PLC SHS
COM
G0177J108
4622
22008
SH
SOLE
0
0
0
ALPHABET INC CAP STK CL A
COM
02079K305
3503
4421
SH
SOLE
0
0
0
ALPHABET INC CAP STK CL C
COM
02079K107
3873
5018
SH
SOLE
0
0
0
ALTRIA GROUP INC COM
COM
02209S103
535
7918
SH
SOLE
0
0
0
AMAZON COM INC COM
COM
023135106
5626
7502
SH
SOLE
0
0
0
AMERICAN EXPRESS CO COM
COM
025816109
209
2820
SH
SOLE
0
0
0
AMERICAN TOWER CORP NEW COM
COM
03027X100
8328
78805
SH
SOLE
0
0
0
AMERIPRISE FINL INC COM
COM
03076C106
716
6455
SH
SOLE
0
0
0
AMGEN INC COM
COM
031162100
2827
19336
SH
SOLE
0
0
0
AMPHENOL CORP NEW CL A
COM
032095101
1496
22255
SH
SOLE
0
0
0
APPLE INC COM
COM
037833100
20873
180216
SH
SOLE
0
0
0
APPLIED MATLS INC COM
COM
038222105
2170
67260
SH
SOLE
0
0
0
ARCHER DANIELS MIDLAND CO COM
COM
039483102
516
11302
SH
SOLE
0
0
0
AT&T INC COM
COM
00206R102
1308
30750
SH
SOLE
0
0
0
AUTOMATIC DATA PROCESSING INC
COM
053015103
975
9485
SH
SOLE
0
0
0
BANK AMER CORP COM
COM
060505104
7540
341189
SH
SOLE
0
0
0
BERKSHIRE HATHAWAY INC DEL CL
COM
084670702
2019
12391
SH
SOLE
0
0
0
BIOGEN INC COM
COM
09062X103
1666
5874
SH
SOLE
0
0
0
BLACKROCK INC COM
COM
09247X101
338
887
SH
SOLE
0
0
0
BOEING CO COM
COM
097023105
1067
6854
SH
SOLE
0
0
0
BRISTOL MYERS SQUIBB CO COM
COM
110122108
1840
31486
SH
SOLE
0
0
0
BROADCOM LTD SHS
COM
Y09827109
4015
22713
SH
SOLE
0
0
0
BROADRIDGE FINL SOLUTIONS INC
COM
11133T103
292
4405
SH
SOLE
0
0
0
CARDINAL HEALTH INC COM
COM
14149Y108
1222
16983
SH
SOLE
0
0
0
CARLISLE COS INC COM
COM
142339100
463
4198
SH
SOLE
0
0
0
CARNIVAL CORP PAIRED CTF
COM
143658300
3569
68555
SH
SOLE
0
0
0
CATERPILLAR INC DEL COM
COM
149123101
333
3590
SH
SOLE
0
0
0
CELGENE CORP COM
COM
151020104
1068
9228
SH
SOLE
0
0
0
CERNER CORP COM
COM
156782104
2029
42835
SH
SOLE
0
0
0
CHEVRON CORP NEW COM
COM
166764100
993
8438
SH
SOLE
0
0
0
CHUBB LIMITED COM
COM
H1467J104
1100
8324
SH
SOLE
0
0
0
CHURCH & DWIGHT INC COM
COM
171340102
883
19984
SH
SOLE
0
0
0
CISCO SYS INC COM
COM
17275R102
1725
57077
SH
SOLE
0
0
0
CITIGROUP INC COM NEW
COM
172967424
2724
45839
SH
SOLE
0
0
0
CLOROX CO DEL COM
COM
189054109
483
4026
SH
SOLE
0
0
0
CME GROUP INC COM
COM
12572Q105
998
8654
SH
SOLE
0
0
0
COCA COLA CO COM
COM
191216100
1216
29331
SH
SOLE
0
0
0
COLGATE PALMOLIVE CO COM
COM
194162103
2249
34371
SH
SOLE
0
0
0
COMCAST CORP NEW CL A
COM
20030N101
955
13831
SH
SOLE
0
0
0
CONOCOPHILLIPS COM
COM
20825C104
243
4845
SH
SOLE
0
0
0
CONSOLIDATED EDISON INC COM
COM
209115104
465
6305
SH
SOLE
0
0
0
CONSTELLATION BRANDS INC CL A
COM
21036P108
6115
39888
SH
SOLE
0
0
0
COSTCO WHSL CORP NEW COM
COM
22160K105
7171
44786
SH
SOLE
0
0
0
CREDITRISKMONITOR COM INC COM
COM
225426105
150
57564
SH
SOLE
0
0
0
CROWN CASTLE INTL CORP NEW COM
COM
22822V101
940
10830
SH
SOLE
0
0
0
CSX CORP COM
COM
126408103
295
8218
SH
SOLE
0
0
0
CVS HEALTH CORP COM
COM
126650100
1868
23675
SH
SOLE
0
0
0
DANAHER CORP DEL COM
COM
235851102
717
9211
SH
SOLE
0
0
0
DELPHI AUTOMOTIVE PLC SHS
COM
G27823106
761
11300
SH
SOLE
0
0
0
DIGITAL RLTY TR INC COM
COM
253868103
1312
13350
SH
SOLE
0
0
0
DISNEY WALT CO COM DISNEY
COM
254687106
4621
44337
SH
SOLE
0
0
0
DNIB UNWIND INC
COM
233242106
2
14100
SH
SOLE
0
0
0
DOLLAR TREE INC COM
COM
256746108
1794
23245
SH
SOLE
0
0
0
DOMINION RES INC VA NEW COM
COM
25746U109
476
6210
SH
SOLE
0
0
0
DOW CHEM CO COM
COM
260543103
847
14800
SH
SOLE
0
0
0
DTE ENERGY CO COM
COM
233331107
296
3000
SH
SOLE
0
0
0
DU PONT E I DE NEMOURS & CO CO
COM
263534109
2864
39019
SH
SOLE
0
0
0
DUKE ENERGY CORP NEW COM NEW
COM
26441C204
319
4110
SH
SOLE
0
0
0
DUNKIN BRANDS GROUP INC COM
COM
265504100
260
4956
SH
SOLE
0
0
0
EBAY INC COM
COM
278642103
744
25074
SH
SOLE
0
0
0
ECOLAB INC COM
COM
278865100
1657
14132
SH
SOLE
0
0
0
EDWARDS LIFESCIENCES CORP COM
COM
28176E108
1087
11600
SH
SOLE
0
0
0
ELECTRONIC ARTS INC COM
COM
285512109
1409
17888
SH
SOLE
0
0
0
EOG RES INC COM
COM
26875P101
2713
26836
SH
SOLE
0
0
0
EQUIFAX INC COM
COM
294429105
525
4438
SH
SOLE
0
0
0
EXXON MOBIL CORP COM
COM
30231G102
6416
71086
SH
SOLE
0
0
0
FACEBOOK INC CL A
COM
30303M102
8966
77932
SH
SOLE
0
0
0
FEDERATED INVS INC PA CL B
COM
314211103
2728
96450
SH
SOLE
0
0
0
FEDEX CORP COM
COM
31428X106
204
1095
SH
SOLE
0
0
0
FORTIVE CORP COM
COM
34959J108
216
4021
SH
SOLE
0
0
0
GENERAL ELECTRIC CO COM
COM
369604103
8415
266282
SH
SOLE
0
0
0
GILEAD SCIENCES INC COM
COM
375558103
4078
56944
SH
SOLE
0
0
0
GOLDMAN SACHS GROUP INC COM
COM
38141G104
8258
34488
SH
SOLE
0
0
0
HALLIBURTON CO COM
COM
406216101
327
6047
SH
SOLE
0
0
0
HARRIS CORP DEL COM
COM
413875105
214
2089
SH
SOLE
0
0
0
HASBRO INC COM
COM
418056107
5555
71405
SH
SOLE
0
0
0
HOME DEPOT INC COM
COM
437076102
13368
99698
SH
SOLE
0
0
0
HONEYWELL INTL INC COM
COM
438516106
1150
9930
SH
SOLE
0
0
0
ILLINOIS TOOL WKS INC COM
COM
452308109
567
4630
SH
SOLE
0
0
0
ILLUMINA INC COM
COM
452327109
793
6190
SH
SOLE
0
0
0
INGERSOLL-RAND PLC SHS
COM
G47791101
257
3427
SH
SOLE
0
0
0
INTEL CORP COM
COM
458140100
1655
45641
SH
SOLE
0
0
0
INTERCONTINENTAL EXCHANGE INC
COM
45866F104
5324
94355
SH
SOLE
0
0
0
INTERCONTINENTAL HOTELS GROUP
COM
45857P608
2329
52548
SH
SOLE
0
0
0
INTERNATIONAL BUSINESS MACHS C
COM
459200101
1260
7591
SH
SOLE
0
0
0
ISHARES TR NASDQ BIOTEC ETF
COM
464287556
5098
19209
SH
SOLE
0
0
0
JOHNSON & JOHNSON COM
COM
478160104
8227
71411
SH
SOLE
0
0
0
JPMORGAN CHASE & CO COM
COM
46625H100
14379
166641
SH
SOLE
0
0
0
KELLOGG CO COM
COM
487836108
232
3150
SH
SOLE
0
0
0
KIMBERLY CLARK CORP COM
COM
494368103
205
1794
SH
SOLE
0
0
0
KRAFT HEINZ CO COM
COM
500754106
5070
58065
SH
SOLE
0
0
0
LILLY ELI & CO COM
COM
532457108
607
8251
SH
SOLE
0
0
0
LOCKHEED MARTIN CORP COM
COM
539830109
7672
30695
SH
SOLE
0
0
0
LOWES COS INC COM
COM
548661107
457
6430
SH
SOLE
0
0
0
MASTERCARD INCORPORATED CL A
COM
57636Q104
954
9240
SH
SOLE
0
0
0
MCDONALDS CORP COM
COM
580135101
3485
28634
SH
SOLE
0
0
0
MEDTRONIC PLC SHS
COM
G5960L103
6338
88985
SH
SOLE
0
0
0
MERCK & CO INC COM
COM
58933Y105
1705
28955
SH
SOLE
0
0
0
MICROSOFT CORP COM
COM
594918104
6045
97281
SH
SOLE
0
0
0
MONDELEZ INTL INC CL A
COM
609207105
3384
76347
SH
SOLE
0
0
0
MORGAN STANLEY COM NEW
COM
617446448
228
5407
SH
SOLE
0
0
0
NETFLIX INC COM
COM
64110L106
1914
15460
SH
SOLE
0
0
0
NEXTERA ENERGY INC COM
COM
65339F101
390
3267
SH
SOLE
0
0
0
NIKE INC CL B
COM
654106103
848
16691
SH
SOLE
0
0
0
NORTHERN TR CORP COM
COM
665859104
2588
29066
SH
SOLE
0
0
0
NORTHROP GRUMMAN CORP COM
COM
666807102
738
3175
SH
SOLE
0
0
0
NOVARTIS A G SPONSORED ADR
COM
66987V109
1018
13975
SH
SOLE
0
0
0
NUCOR CORP COM
COM
670346105
359
6025
SH
SOLE
0
0
0
NVIDIA CORP COM
COM
67066G104
472
4425
SH
SOLE
0
0
0
NXP SEMICONDUCTORS N V COM
COM
N6596X109
5008
51092
SH
SOLE
0
0
0
OMEGA HEALTHCARE INVS INC COM
COM
681936100
355
11360
SH
SOLE
0
0
0
ORACLE CORP COM
COM
68389X105
261
6776
SH
SOLE
0
0
0
PALO ALTO NETWORKS INC COM
COM
697435105
7350
58774
SH
SOLE
0
0
0
PAYCHEX INC COM
COM
704326107
391
6420
SH
SOLE
0
0
0
PAYPAL HLDGS INC COM
COM
70450Y103
8002
202738
SH
SOLE
0
0
0
PEPSICO INC COM
COM
713448108
8498
81222
SH
SOLE
0
0
0
PFIZER INC COM
COM
717081103
1763
54288
SH
SOLE
0
0
0
PHILIP MORRIS INTL INC COM
COM
718172109
324
3545
SH
SOLE
0
0
0
PNC FINL SVCS GROUP INC COM
COM
693475105
815
6972
SH
SOLE
0
0
0
PPG INDS INC COM
COM
693506107
546
5759
SH
SOLE
0
0
0
PRAXAIR INC COM
COM
74005P104
513
4381
SH
SOLE
0
0
0
PRICELINE GRP INC COM NEW
COM
741503403
2618
1786
SH
SOLE
0
0
0
PROCTER AND GAMBLE CO COM
COM
742718109
7389
87882
SH
SOLE
0
0
0
PRUDENTIAL FINL INC COM
COM
744320102
492
4726
SH
SOLE
0
0
0
RAYTHEON CO COM NEW
COM
755111507
1213
8545
SH
SOLE
0
0
0
REPUBLIC SVCS INC COM
COM
760759100
1020
17875
SH
SOLE
0
0
0
RLI CORP COM
COM
749607107
331
5250
SH
SOLE
0
0
0
ROPER TECHNOLOGIES INC COM
COM
776696106
4683
25580
SH
SOLE
0
0
0
S&P GLOBAL INC COM
COM
78409V104
3782
35165
SH
SOLE
0
0
0
SCHLUMBERGER LTD COM
COM
806857108
5072
60414
SH
SOLE
0
0
0
SCOTTS MIRACLE GRO CO CL A
COM
810186106
1482
15508
SH
SOLE
0
0
0
SELECT SECTOR SPDR TR SBI INT-
COM
81369Y506
417
5540
SH
SOLE
0
0
0
SHERWIN WILLIAMS CO COM
COM
824348106
5081
18905
SH
SOLE
0
0
0
SIGA TECHNOLOGIES INC COM
COM
826917106
34
11635
SH
SOLE
0
0
0
SOUTHERN CO COM
COM
842587107
548
11148
SH
SOLE
0
0
0
SOUTHWEST AIRLS CO COM
COM
844741108
226
4540
SH
SOLE
0
0
0
SPDR DOW JONES INDL AVRG ETF U
COM
78467X109
334
1690
SH
SOLE
0
0
0
STARBUCKS CORP COM
COM
855244109
6832
123060
SH
SOLE
0
0
0
STERICYCLE INC COM
COM
858912108
330
4285
SH
SOLE
0
0
0
STRATEGIC ENVTL & ENGY RES INC
COM
86271N100
13
26300
SH
SOLE
0
0
0
STRYKER CORP COM
COM
863667101
1289
10756
SH
SOLE
0
0
0
TARGET CORP COM
COM
87612E106
1663
23019
SH
SOLE
0
0
0
TE CONNECTIVITY LTD REG SHS
COM
H84989104
1682
24281
SH
SOLE
0
0
0
TEVA PHARMACEUTICAL INDS LTD A
COM
881624209
340
9387
SH
SOLE
0
0
0
TEXAS INSTRS INC COM
COM
882508104
1042
14281
SH
SOLE
0
0
0
THERMO FISHER SCIENTIFIC INC C
COM
883556102
8466
60002
SH
SOLE
0
0
0
TJX COS INC NEW COM
COM
872540109
5962
79350
SH
SOLE
0
0
0
TRAVELERS COMPANIES INC COM
COM
89417E109
303
2476
SH
SOLE
0
0
0
UNILEVER PLC SPON ADR NEW
COM
904767704
705
17326
SH
SOLE
0
0
0
UNION PAC CORP COM
COM
907818108
1978
19074
SH
SOLE
0
0
0
UNITED PARCEL SERVICE INC CL B
COM
911312106
334
2913
SH
SOLE
0
0
0
UNITED TECHNOLOGIES CORP COM
COM
913017109
1350
12319
SH
SOLE
0
0
0
UNITEDHEALTH GROUP INC COM
COM
91324P102
5041
31497
SH
SOLE
0
0
0
US BANCORP DEL COM NEW
COM
902973304
259
5045
SH
SOLE
0
0
0
V F CORP COM
COM
918204108
1011
18959
SH
SOLE
0
0
0
VALERO ENERGY CORP NEW COM
COM
91913Y100
3270
47862
SH
SOLE
0
0
0
VANGUARD INDEX FDS REIT ETF
COM
922908553
2722
32985
SH
SOLE
0
0
0
VERISIGN INC COM
COM
92343E102
2138
28112
SH
SOLE
0
0
0
VERIZON COMMUNICATIONS INC COM
COM
92343V104
7934
148636
SH
SOLE
0
0
0
VISA INC COM CL A
COM
92826C839
12730
163159
SH
SOLE
0
0
0
VODAFONE GROUP PLC NEW SPONSOR
COM
92857W308
1107
45310
SH
SOLE
0
0
0
VULCAN MATLS CO COM
COM
929160109
1255
10028
SH
SOLE
0
0
0
WABTEC CORP COM
COM
929740108
6298
75866
SH
SOLE
0
0
0
WAL-MART STORES INC COM
COM
931142103
201
2914
SH
SOLE
0
0
0
WALGREENS BOOTS ALLIANCE INC C
COM
931427108
232
2800
SH
SOLE
0
0
0
WASTE MGMT INC DEL COM
COM
94106L109
420
5916
SH
SOLE
0
0
0
WELLS FARGO & CO NEW COM
COM
949746101
7382
133959
SH
SOLE
0
0
0
WORKDAY INC CL A
COM
98138H101
343
5189
SH
SOLE
0
0
0
XYLEM INC COM
COM
98419M100
491
9916
SH
SOLE
0
0
0
ZOETIS INC CL A
COM
98978V103
4580
85568
SH
SOLE
0
0
0
BAIRD FDS INC CORE MUN INSTL
MUTUAL FUND
057071656
348
34849
SH
SOLE
0
0
0
BAIRD FDS INC SHRT TRM BD I
MUTUAL FUND
057071409
200
20668
SH
SOLE
0
0
0
BBH FD INC CORE SELE CL N
MUTUAL FUND
05528X604
1431
70378
SH
SOLE
0
0
0
CAPITAL WORLD GROWTH & INCOME
MUTUAL FUND
140543406
286
6532
SH
SOLE
0
0
0
DODGE & COX STK FD COM
MUTUAL FUND
256219106
312
1692
SH
SOLE
0
0
0
DREYFUS MIDCAP INDEX FD MIDCAP
MUTUAL FUND
712223106
2098
59844
SH
SOLE
0
0
0
EATON VANCE GROWTH TR FCS GRW
MUTUAL FUND
277902540
840
50997
SH
SOLE
0
0
0
EATON VANCE MUT FDS TR TX MNG
MUTUAL FUND
277923629
337
14918
SH
SOLE
0
0
0
FEDERATED INVESTORS KAUFMN L/C
MUTUAL FUND
314172412
806
40899
SH
SOLE
0
0
0
FEDERATED INVESTORS STRG VAL D
MUTUAL FUND
314172560
1443
244186
SH
SOLE
0
0
0
FEDERATED WORLD INVT SER INC F
MUTUAL FUND
31428U623
1000
34056
SH
SOLE
0
0
0
FIDELITY CONTRAFUND INC COM
MUTUAL FUND
316071109
205
2084
SH
SOLE
0
0
0
HARRIS ASSOC INVT TR OAKMARK I
MUTUAL FUND
413838202
813
35819
SH
SOLE
0
0
0
HARTFORD MUT FDS II INC SCHRDR
MUTUAL FUND
41665H862
1933
161932
SH
SOLE
0
0
0
HARTFORD MUT FDS II INC SMCAP
MUTUAL FUND
416529808
1365
25819
SH
SOLE
0
0
0
HARTFORD MUT FDS INC DIV & GWT
MUTUAL FUND
416649606
278
11424
SH
SOLE
0
0
0
HARTFORD MUT FDS INC INTL VALU
MUTUAL FUND
41664M649
1133
74978
SH
SOLE
0
0
0
IVY FD INTL COR EQT I
MUTUAL FUND
465899706
760
45418
SH
SOLE
0
0
0
JPMORGAN TR I INTER TF BD IN
MUTUAL FUND
4812A0458
341
31851
SH
SOLE
0
0
0
MANNING & NAPIER FD INC NEW WO
MUTUAL FUND
563821545
137
20125
SH
SOLE
0
0
0
MFS SER TR X INTL DIVERS I
MUTUAL FUND
55273G298
1433
92368
SH
SOLE
0
0
0
MFS SER TR XV GBL ALT STRGY I
MUTUAL FUND
55276T404
1135
117706
SH
SOLE
0
0
0
NATIXIS FDS TR IV AEW REAL EST
MUTUAL FUND
63872W409
1037
69229
SH
SOLE
0
0
0
PUTNAM CONV INCOME GROWTH TR C
MUTUAL FUND
746476407
466
20200
SH
SOLE
0
0
0
PUTNAM FDS TR MLTCP CORE Y
MUTUAL FUND
74676P839
1718
90456
SH
SOLE
0
0
0
PUTNAM FDS TR SPECTRM A SHAR
MUTUAL FUND
74676P102
1352
41224
SH
SOLE
0
0
0
ROWE T PRICE SUMMIT MUN FDS IN
MUTUAL FUND
77957N209
344
29448
SH
SOLE
0
0
0
SERIES PORTFOLIOS TR APPLETON
MUTUAL FUND
81752T304
8970
931507
SH
SOLE
0
0
0
SHELTON FDS GREEN ALPHA FD
MUTUAL FUND
82301Q692
216
15302
SH
SOLE
0
0
0
VANGUARD BD INDEX FD INC SMCP
MUTUAL FUND
921937686
1717
33032
SH
SOLE
0
0
0
VANGUARD INDEX FDS 500INDEX AD
MUTUAL FUND
922908710
427
2068
SH
SOLE
0
0
0
WESTON PORTFOLIOS INC NEW CENT
MUTUAL FUND
961194107
174
10605
SH
SOLE
0
0
0