Chief Compliance Officer

0000950123-24-003036.txt : 20240401 0000950123-24-003036.hdr.sgml : 20240401 20240401122033 ACCESSION NUMBER: 0000950123-24-003036 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240401 DATE AS OF CHANGE: 20240401 EFFECTIVENESS DATE: 20240401 FILER: COMPANY DATA: COMPANY CONFORMED NAME: APPLETON PARTNERS INC/MA CENTRAL INDEX KEY: 0001055290 ORGANIZATION NAME: 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: 24807278 BUSINESS ADDRESS: STREET 1: ONE POST OFFICE SQUARE STREET 2: 5TH FLOOR CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 6173380700 MAIL ADDRESS: STREET 1: ONE POST OFFICE SQUARE STREET 2: 5TH FLOOR CITY: BOSTON STATE: MA ZIP: 02109 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001055290 XXXXXXXX 03-31-2024 03-31-2024 false APPLETON PARTNERS INC/MA

ONE POST OFFICE SQUARE 5TH FLOOR BOSTON MA 02109

13F HOLDINGS REPORT 028-06694 000110049 801-29384 N Michael Howard Chief Compliance Officer (617) 338-0700 /s/ Michael Howard Boston MA 04-01-2024 0 273 1288410 false INFORMATION TABLE 2 31282.xml INFORMATION TABLE FOR FORM 13F 3M CO CS 88579Y101 285 2689 SH SOLE 0 0 0 ABBOTT LABORATORIES CS 002824100 1935 17022 SH SOLE 0 0 0 ABBVIE INC CS 00287Y109 7698 42276 SH SOLE 0 0 0 ACCENTURE PLC CS G1151C101 4553 13135 SH SOLE 0 0 0 ADOBE INC CS 00724F101 3396 6730 SH SOLE 0 0 0 ADVANCED MICRO DEVICES INC CS 007903107 206 1140 SH SOLE 0 0 0 AIR PRODUCTS AND CHEMICALS INC CS 009158106 250 1033 SH SOLE 0 0 0 AIRBNB INC CS 009066101 1218 7382 SH SOLE 0 0 0 AKAMAI TECHNOLOGIES INC CS 00971T101 230 2117 SH SOLE 0 0 0 ALBEMARLE CORP CS 012653101 228 1731 SH SOLE 0 0 0 ALPHABET INC CS 02079K107 25307 166209 SH SOLE 0 0 0 ALPHABET INC CS 02079K305 9124 60450 SH SOLE 0 0 0 AMAZON.COM INC CS 023135106 35424 196387 SH SOLE 0 0 0 AMERICAN TOWER CORP CS 03027X100 5192 26275 SH SOLE 0 0 0 AMETEK INC CS 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AMERICAN TOBACCO PLC CS G1510J102 201 6557 SH SOLE 0 0 0 BROADCOM INC CS 11135F101 25200 19013 SH SOLE 0 0 0 BROADRIDGE FINANCIAL SOLUTIONS CS 11133T103 2731 13330 SH SOLE 0 0 0 CANADIAN PACIFIC KANSAS CITY L CS 13646K108 7690 87215 SH SOLE 0 0 0 CATERPILLAR INC CS 149123101 694 1895 SH SOLE 0 0 0 CF INDUSTRIES HOLDINGS INC CS 125269100 202 2433 SH SOLE 0 0 0 CHEVRON CORP CS 166764100 792 5019 SH SOLE 0 0 0 CHIPOTLE MEXICAN GRILL INC CS 169656105 12522 4308 SH SOLE 0 0 0 CHUBB LTD CS H1467J104 448 1727 SH SOLE 0 0 0 CHURCH & DWIGHT CO INC CS 171340102 430 4118 SH SOLE 0 0 0 CINTAS CORP CS 172908105 1122 1633 SH SOLE 0 0 0 CISCO SYSTEMS INC CS 17275R102 776 15541 SH SOLE 0 0 0 CLIFTON MINING CO CS 186904108 1 25000 SH SOLE 0 0 0 CME GROUP INC CS 12572Q105 3497 16241 SH SOLE 0 0 0 COCA-COLA CO/THE CS 191216100 1094 17878 SH SOLE 0 0 0 COLGATE-PALMOLIVE CO CS 194162103 650 7217 SH SOLE 0 0 0 COMCAST CORP CS 20030N101 331 7642 SH SOLE 0 0 0 COMMUNICATION SERVICES SELECT CS 81369Y852 1036 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SHERWIN-WILLIAMS CO/THE CS 824348106 11663 33580 SH SOLE 0 0 0 SILVERCREST ASSET MANAGEMENT G CS 828359109 500 31650 SH SOLE 0 0 0 SOUTHERN CO/THE CS 842587107 312 4356 SH SOLE 0 0 0 SPDR S&P OIL & GAS EXPLORATION CS 78468R556 2267 14631 SH SOLE 0 0 0 STARBUCKS CORP CS 855244109 6437 70430 SH SOLE 0 0 0 STRYKER CORP CS 863667101 10492 29317 SH SOLE 0 0 0 SYSCO CORP CS 871829107 2120 26115 SH SOLE 0 0 0 T-MOBILE US INC CS 872590104 211 1291 SH SOLE 0 0 0 TE CONNECTIVITY LTD CS H84989104 2322 15985 SH SOLE 0 0 0 TECHNOLOGY SELECT SECTOR SPDR CS 81369Y803 2221 10662 SH SOLE 0 0 0 TESLA INC CS 88160R101 340 1933 SH SOLE 0 0 0 TEXAS INSTRUMENTS INC CS 882508104 1068 6129 SH SOLE 0 0 0 THERMO FISHER SCIENTIFIC INC CS 883556102 21920 37714 SH SOLE 0 0 0 TJX COS INC/THE CS 872540109 6506 64150 SH SOLE 0 0 0 TRANE TECHNOLOGIES PLC CS G8994E103 496 1651 SH SOLE 0 0 0 TRAVELERS COS INC/THE CS 89417E109 521 2264 SH SOLE 0 0 0 UNILEVER PLC CS G92087165 232 4578 SH SOLE 0 0 0 UNILEVER PLC ORD 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