0000950123-14-002078.txt : 20140213
0000950123-14-002078.hdr.sgml : 20140213
20140213124119
ACCESSION NUMBER: 0000950123-14-002078
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20131231
FILED AS OF DATE: 20140213
DATE AS OF CHANGE: 20140213
EFFECTIVENESS DATE: 20140213
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: 14604414
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
12-31-2013
12-31-2013
Appleton Partners Inc/MA
One Post Office Square
6th Floor
Boston
MA
02109
13F HOLDINGS REPORT
028-06694
N
Michele D. Hubley
SVP, CCO
617-338-0700
/s/Michele D. Hubley
Boston
MA
02-12-2013
0
167
417087
false
INFORMATION TABLE
2
form13fInfoTable.xml
INFORMATION TABLE FOR FORM 13F
3-D SYS CORP DEL COM NEW
COMMON STOCK
88554D205
2774
29855
SH
SOLE
0
0
0
3M CO COM
COMMON STOCK
88579Y101
1024
7303
SH
SOLE
0
0
0
ABBOTT LABS COM
COMMON STOCK
002824100
2411
62903
SH
SOLE
0
0
0
ABBVIE INC COM
COMMON STOCK
00287Y109
4696
88918
SH
SOLE
0
0
0
ACCENTURE PLC IRELAND SHS CLAS
COMMON STOCK
G1151C101
823
10014
SH
SOLE
0
0
0
AFLAC INC COM
COMMON STOCK
001055102
672
10065
SH
SOLE
0
0
0
AGRIUM INC COM
COMMON STOCK
008916108
252
2751
SH
SOLE
0
0
0
AKAMAI TECHNOLOGIES COM
COMMON STOCK
00971T101
436
9236
SH
SOLE
0
0
0
ALTRIA GROUP INC COM
COMMON STOCK
02209S103
268
6971
SH
SOLE
0
0
0
AMERICAN EXPRESS CO COM
COMMON STOCK
025816109
264
2909
SH
SOLE
0
0
0
AMERICAN TOWER CORPORATION NEW
COMMON STOCK
03027X100
6761
84709
SH
SOLE
0
0
0
AMGEN INC COM
COMMON STOCK
031162100
1060
9296
SH
SOLE
0
0
0
AMPHENOL CORP NEW CL A
COMMON STOCK
032095101
1947
21832
SH
SOLE
0
0
0
ANSYS INC COM
COMMON STOCK
03662Q105
6116
70139
SH
SOLE
0
0
0
APPLE INC COM
COMMON STOCK
037833100
16413
29256
SH
SOLE
0
0
0
APPLETON EQUITY GROWTH FUND
MUTUAL FUND
038042107
4956
430596
SH
SOLE
0
0
0
AT&T INC COM
COMMON STOCK
00206R102
1760
50057
SH
SOLE
0
0
0
AUTOMATIC DATA PROCESSING INC
COMMON STOCK
053015103
504
6237
SH
SOLE
0
0
0
BABCOCK & WILCOX CO COM
COMMON STOCK
05615F102
1222
35739
SH
SOLE
0
0
0
BAKER HUGHES INC COM
COMMON STOCK
057224107
354
6399
SH
SOLE
0
0
0
BANK N S HALIFAX COM
COMMON STOCK
064149107
2017
32247
SH
SOLE
0
0
0
BANK NEW YORK MELLON CORP COM
COMMON STOCK
064058100
337
9654
SH
SOLE
0
0
0
BANK OF AMERICA CORP COM
COMMON STOCK
060505104
5605
360001
SH
SOLE
0
0
0
BBH FD INC CORE SELE CL N
MUTUAL FUND
05528X604
1546
72230
SH
SOLE
0
0
0
BERKSHIRE HATHAWAY INC CL A
COMMON STOCK
084670108
356
2
SH
SOLE
0
0
0
BERKSHIRE HATHAWAY INC CL B NE
COMMON STOCK
084670702
1126
9500
SH
SOLE
0
0
0
BHP BILLITON LTD SPONSORED ADR
COMMON STOCK
088606108
201
2940
SH
SOLE
0
0
0
BOEING CO COM
COMMON STOCK
097023105
1013
7420
SH
SOLE
0
0
0
BRISTOL MYERS SQUIBB CO COM
COMMON STOCK
110122108
1264
23778
SH
SOLE
0
0
0
BROWN FORMAN CORP CL A
COMMON STOCK
115637100
880
11925
SH
SOLE
0
0
0
CABOT OIL & GAS CORP COM
COMMON STOCK
127097103
2735
70573
SH
SOLE
0
0
0
CAPITAL WORLD GRW&INCM CL F-1
MUTUAL FUND
140543406
265
5867
SH
SOLE
0
0
0
CARLISLE COS INC COM
COMMON STOCK
142339100
389
4900
SH
SOLE
0
0
0
CATERPILLAR INC DEL COM
COMMON STOCK
149123101
1554
17116
SH
SOLE
0
0
0
CELGENE CORP COM
COMMON STOCK
151020104
563
3331
SH
SOLE
0
0
0
CERNER CORP COM
COMMON STOCK
156782104
10891
195394
SH
SOLE
0
0
0
CHEVRON CORP NEW COM
COMMON STOCK
166764100
2116
16940
SH
SOLE
0
0
0
CHICAGO BRIDGE & IRON N Y REGI
COMMON STOCK
167250109
9643
115990
SH
SOLE
0
0
0
CHUBB CORP COM
COMMON STOCK
171232101
392
4055
SH
SOLE
0
0
0
CHURCH & DWIGHT INC COM
COMMON STOCK
171340102
4191
63230
SH
SOLE
0
0
0
CISCO SYS INC COM
COMMON STOCK
17275R102
1582
70547
SH
SOLE
0
0
0
CITIGROUP INC COM NEW
COMMON STOCK
172967424
7736
148458
SH
SOLE
0
0
0
COCA COLA CO COM
COMMON STOCK
191216100
1654
40043
SH
SOLE
0
0
0
COLGATE PALMOLIVE CO COM
COMMON STOCK
194162103
3553
54482
SH
SOLE
0
0
0
CONOCOPHILLIPS COM
COMMON STOCK
20825C104
2880
40763
SH
SOLE
0
0
0
CONSOLIDATED EDISON INC COM
COMMON STOCK
209115104
588
10635
SH
SOLE
0
0
0
CONTINENTAL RES INC COM
COMMON STOCK
212015101
1458
12959
SH
SOLE
0
0
0
CORE LABORATORIES N V COM
COMMON STOCK
N22717107
4432
23212
SH
SOLE
0
0
0
COSTCO WHSL CORP NEW COM
COMMON STOCK
22160K105
6107
51312
SH
SOLE
0
0
0
CSX CORP COM
COMMON STOCK
126408103
334
11623
SH
SOLE
0
0
0
CVS CAREMARK CORPORATION
COMMON STOCK
126650100
452
6315
SH
SOLE
0
0
0
DEERE & CO COM
COMMON STOCK
244199105
246
2694
SH
SOLE
0
0
0
DELAWARE GROUP DELCAP FD INC S
MUTUAL FUND
245906201
916
25425
SH
SOLE
0
0
0
DISNEY WALT CO COM DISNEY
COMMON STOCK
254687106
2760
36123
SH
SOLE
0
0
0
DU PONT E I DE NEMOURS COM
COMMON STOCK
263534109
4012
61758
SH
SOLE
0
0
0
DUKE ENERGY CORP NEW COM NEW
COMMON STOCK
26441C204
236
3417
SH
SOLE
0
0
0
DUNKIN BRANDS GRP INC COM
COMMON STOCK
265504100
6043
125365
SH
SOLE
0
0
0
E M C CORP MASS COM
COMMON STOCK
268648102
302
12012
SH
SOLE
0
0
0
EATON VANCE MUT FDS TR TX MNG
MUTUAL FUND
277923629
340
14918
SH
SOLE
0
0
0
ECOLAB INC COM
COMMON STOCK
278865100
5429
52071
SH
SOLE
0
0
0
EOG RES INC COM
COMMON STOCK
26875P101
1681
10017
SH
SOLE
0
0
0
EXPRESS SCRIPTS HOLDING COMPAN
COMMON STOCK
30219G108
7189
102356
SH
SOLE
0
0
0
EXXON MOBIL CORP COM
COMMON STOCK
30231G102
8023
79282
SH
SOLE
0
0
0
FACEBOOK INC CL A
COMMON STOCK
30303M102
3098
56684
SH
SOLE
0
0
0
FASTENAL CO COM
COMMON STOCK
311900104
551
11599
SH
SOLE
0
0
0
FEDERATED EQUITY FDS STRG VAL
MUTUAL FUND
314172560
688
117777
SH
SOLE
0
0
0
FEDERATED FIXED INCOME SECS ST
MUTUAL FUND
31417P841
186
20640
SH
SOLE
0
0
0
FEDERATED INVS INC PA CL B
COMMON STOCK
314211103
246
8530
SH
SOLE
0
0
0
FEDERATED WORLD INVT SER INC F
MUTUAL FUND
31428U623
469
13889
SH
SOLE
0
0
0
FRANKLIN RES INC COM
COMMON STOCK
354613101
207
3585
SH
SOLE
0
0
0
FREEPORT-MCMORAN COPPER & GOLD
COMMON STOCK
35671D857
419
11099
SH
SOLE
0
0
0
GENERAC HLDGS INC COM
COMMON STOCK
368736104
3656
64555
SH
SOLE
0
0
0
GENERAL ELECTRIC CO COM
COMMON STOCK
369604103
6501
231946
SH
SOLE
0
0
0
GENERAL MLS INC COM
COMMON STOCK
370334104
241
4821
SH
SOLE
0
0
0
GILEAD SCIENCES INC COM
COMMON STOCK
375558103
314
4178
SH
SOLE
0
0
0
GNC HLDGS INC COM CL A
COMMON STOCK
36191G107
6751
115500
SH
SOLE
0
0
0
GOLDMAN SACHS GROUP INC COM
COMMON STOCK
38141G104
6364
35902
SH
SOLE
0
0
0
GOOGLE INC CL A
COMMON STOCK
38259P508
5275
4707
SH
SOLE
0
0
0
GRAINGER W W INC COM
COMMON STOCK
384802104
1288
5041
SH
SOLE
0
0
0
HALLIBURTON CO COM
COMMON STOCK
406216101
2079
40961
SH
SOLE
0
0
0
HARTFORD FINL SVCS COM
COMMON STOCK
416515104
285
7875
SH
SOLE
0
0
0
HARTFORD MUT FDS INC DIV & GWT
MUTUAL FUND
416649606
283
11424
SH
SOLE
0
0
0
HERBALIFE LTD COM USD SHS
COMMON STOCK
G4412G101
252
3196
SH
SOLE
0
0
0
HERSHEY CO COM
COMMON STOCK
427866108
613
6300
SH
SOLE
0
0
0
HOME DEPOT INC COM
COMMON STOCK
437076102
8147
98942
SH
SOLE
0
0
0
HONEYWELL INTL INC COM
COMMON STOCK
438516106
824
9019
SH
SOLE
0
0
0
ILLINOIS TOOL WKS INC COM
COMMON STOCK
452308109
408
4852
SH
SOLE
0
0
0
INTEL CORP COM
COMMON STOCK
458140100
1357
52277
SH
SOLE
0
0
0
INTERNATIONAL BUSINESS MACHS C
COMMON STOCK
459200101
7126
37993
SH
SOLE
0
0
0
ISHARES NASDQ BIOTEC ETF
COMMON STOCK
464287556
6391
28145
SH
SOLE
0
0
0
JOHNSON & JOHNSON COM
COMMON STOCK
478160104
6672
72849
SH
SOLE
0
0
0
JPMORGAN CHASE & CO COM
COMMON STOCK
46625H100
9534
163038
SH
SOLE
0
0
0
KELLOGG CO COM
COMMON STOCK
487836108
308
5050
SH
SOLE
0
0
0
KINDER MORGAN ENERGY PARTNERS
COMMON STOCK
494550106
222
2750
SH
SOLE
0
0
0
KRAFT FOODS GROUP INC COM
COMMON STOCK
50076Q106
1573
29174
SH
SOLE
0
0
0
LEGG MASON PARTNERS EQUITY TR
MUTUAL FUND
52469H594
563
30172
SH
SOLE
0
0
0
LINKEDIN CORP COM CL A
COMMON STOCK
53578A108
647
2982
SH
SOLE
0
0
0
LOCKHEED MARTIN CORP COM
COMMON STOCK
539830109
531
3570
SH
SOLE
0
0
0
LOWES COS INC COM
COMMON STOCK
548661107
259
5220
SH
SOLE
0
0
0
MANAGERS AMG FDS YACKTMAN FOC
MUTUAL FUND
561709445
1193
47455
SH
SOLE
0
0
0
MANNING & NAPIER FD WORLD OPPT
MUTUAL FUND
563821545
182
20125
SH
SOLE
0
0
0
MAXIM INTEGRATED PRODS INC COM
COMMON STOCK
57772K101
300
10750
SH
SOLE
0
0
0
MCDONALDS CORP COM
COMMON STOCK
580135101
9627
99217
SH
SOLE
0
0
0
MCGRAW HILL FINL INC COM
COMMON STOCK
580645109
311
3982
SH
SOLE
0
0
0
MERCK & CO INC NEW COM
COMMON STOCK
58933Y105
907
18125
SH
SOLE
0
0
0
MFS SER TR X INTL DIVERS I
MUTUAL FUND
55273G298
1051
63392
SH
SOLE
0
0
0
MICROSOFT CORP COM
COMMON STOCK
594918104
2134
57052
SH
SOLE
0
0
0
MONDELEZ INTL INC CL A
COMMON STOCK
609207105
5809
164571
SH
SOLE
0
0
0
NATIXIS FDS TR IV AEW REAL EST
MUTUAL FUND
63872W409
523
37666
SH
SOLE
0
0
0
NIKE INC CL B
COMMON STOCK
654106103
227
2884
SH
SOLE
0
0
0
NORTHERN TR CORP COM
COMMON STOCK
665859104
246
3981
SH
SOLE
0
0
0
NOVARTIS A G SPONSORED ADR
COMMON STOCK
66987V109
440
5479
SH
SOLE
0
0
0
NOVO-NORDISK A S ADR
COMMON STOCK
670100205
237
1281
SH
SOLE
0
0
0
NUCOR CORP COM
COMMON STOCK
670346105
464
8684
SH
SOLE
0
0
0
OCCIDENTAL PETE CP DEL COM
COMMON STOCK
674599105
254
2668
SH
SOLE
0
0
0
PALO ALTO NETWORKS INC COM
COMMON STOCK
697435105
421
7328
SH
SOLE
0
0
0
PEOPLES S&P MIDCAP INDEX FD DR
MUTUAL FUND
712223106
1258
34239
SH
SOLE
0
0
0
PEPSICO INC COM
COMMON STOCK
713448108
7276
87724
SH
SOLE
0
0
0
PERRIGO CO PLC SHS
COMMON STOCK
G97822103
6840
44572
SH
SOLE
0
0
0
PFIZER INC COM
COMMON STOCK
717081103
1761
57477
SH
SOLE
0
0
0
PIONEER STRATEGIC INCOME FD CL
MUTUAL FUND
723884409
198
18290
SH
SOLE
0
0
0
PPG INDS INC COM
COMMON STOCK
693506107
468
2468
SH
SOLE
0
0
0
PRAXAIR INC COM
COMMON STOCK
74005P104
2544
19565
SH
SOLE
0
0
0
PRECISION CASTPARTS CP COM
COMMON STOCK
740189105
6253
23220
SH
SOLE
0
0
0
PRICE T ROWE GROUP INC COM
COMMON STOCK
74144T108
6145
73351
SH
SOLE
0
0
0
PRICELINE COM INC COM NEW
COMMON STOCK
741503403
4733
4072
SH
SOLE
0
0
0
PROCTER & GAMBLE CO COM
COMMON STOCK
742718109
6005
73762
SH
SOLE
0
0
0
PUTNAM CONV INCOME GROWTH TR C
MUTUAL FUND
746476407
1556
63892
SH
SOLE
0
0
0
PUTNAM FDS TR SPECTRM A SHAR
MUTUAL FUND
74676P102
961
26840
SH
SOLE
0
0
0
QUALCOMM INC COM
COMMON STOCK
747525103
4809
64773
SH
SOLE
0
0
0
RAYTHEON CO COM NEW
COMMON STOCK
755111507
409
4511
SH
SOLE
0
0
0
RLI CORP COM
COMMON STOCK
749607107
204
2100
SH
SOLE
0
0
0
ROPER INDS INC NEW COM
COMMON STOCK
776696106
6956
50160
SH
SOLE
0
0
0
ROYAL DUTCH SHELL PLC SPON ADR
COMMON STOCK
780259107
228
3032
SH
SOLE
0
0
0
ROYAL DUTCH SHELL PLC SPONS AD
COMMON STOCK
780259206
317
4453
SH
SOLE
0
0
0
SCHLUMBERGER LTD COM
COMMON STOCK
806857108
9100
100991
SH
SOLE
0
0
0
SCHRODER SER TR EMRGMKT EQ ADV
MUTUAL FUND
808090740
723
54366
SH
SOLE
0
0
0
SCOTTS MIRACLE GRO CO
COMMON STOCK
810186106
1708
27456
SH
SOLE
0
0
0
SHELTON FDS GREEN ALPHA FD
MUTUAL FUND
82301Q692
227
15302
SH
SOLE
0
0
0
SHERWIN WILLIAMS CO COM
COMMON STOCK
824348106
676
3685
SH
SOLE
0
0
0
SOUTHWESTERN ENERGY CO COM
COMMON STOCK
845467109
898
22841
SH
SOLE
0
0
0
SPDR DOW JONES INDL AVRG ETF U
COMMON STOCK
78467X109
256
1550
SH
SOLE
0
0
0
STANLEY BLACK & DECKER INC.
COMMON STOCK
854502101
290
3590
SH
SOLE
0
0
0
STERICYCLE INC COM
COMMON STOCK
858912108
551
4740
SH
SOLE
0
0
0
STRYKER CORP COM
COMMON STOCK
863667101
332
4417
SH
SOLE
0
0
0
TARGET CORP COM
COMMON STOCK
87612E106
396
6251
SH
SOLE
0
0
0
TEVA PHARMACEUTCL INDS ADR
COMMON STOCK
881624209
323
8048
SH
SOLE
0
0
0
THERMO FISHER SCIENTIFIC INC.
COMMON STOCK
883556102
473
4252
SH
SOLE
0
0
0
TJX COS INC NEW COM
COMMON STOCK
872540109
7037
110416
SH
SOLE
0
0
0
TUPPERWARE BRANDS CORP COM
COMMON STOCK
899896104
302
3197
SH
SOLE
0
0
0
UNION PAC CORP COM
COMMON STOCK
907818108
380
2259
SH
SOLE
0
0
0
UNITED PARCEL SERVICE CL B
COMMON STOCK
911312106
200
1906
SH
SOLE
0
0
0
UNITED TECHNOLOGIES CP COM
COMMON STOCK
913017109
1172
10296
SH
SOLE
0
0
0
V F CORP COM
COMMON STOCK
918204108
810
13000
SH
SOLE
0
0
0
VALEANT PHARMACEUTICAL COM
COMMON STOCK
91911K102
1269
10810
SH
SOLE
0
0
0
VANGUARD BD INDEX FD INC SMCP
MUTUAL FUND
921937686
727
17387
SH
SOLE
0
0
0
VARIAN MED SYS INC COM
COMMON STOCK
92220P105
283
3640
SH
SOLE
0
0
0
VERISIGN INC COM
COMMON STOCK
92343E102
7349
122940
SH
SOLE
0
0
0
VERIZON COMMUNICATIONS COM
COMMON STOCK
92343V104
9543
194207
SH
SOLE
0
0
0
VISA INC COM CL A
COMMON STOCK
92826C839
12695
57011
SH
SOLE
0
0
0
VOLKSWAGEN AG SPONSORED ADR
COMMON STOCK
928662303
1362
25100
SH
SOLE
0
0
0
WABTEC CORP COM
COMMON STOCK
929740108
8969
120760
SH
SOLE
0
0
0
WAL-MART STORES INC COM
COMMON STOCK
931142103
431
5472
SH
SOLE
0
0
0
WELLS FARGO & CO NEW COM
COMMON STOCK
949746101
9507
209404
SH
SOLE
0
0
0
WHOLE FOODS MKT INC COM
COMMON STOCK
966837106
957
16545
SH
SOLE
0
0
0
WISCONSIN ENERGY CORP COM
COMMON STOCK
976657106
207
5000
SH
SOLE
0
0
0
WORKDAY INC CL A
COMMON STOCK
98138H101
609
7322
SH
SOLE
0
0
0