MIDDLETON & CO INC/MA - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, MIDDLETON & CO INC/MA held in its portfolio 163 assets valued at $941,841,673 (i.e. $941.84M).
The most valuable assets in the portfolio included: Alphabet Inc Cap Stock Cl A ($69.38M), Apple Inc ($61.82M), and Amazon.com Inc ($56.94M).
The chart below shows the top 10 valuable assets, and the table below shows the top 163 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MIDDLETON & CO INC/MA - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Alphabet Inc Cap Stock Cl A | 221662 | 69380206 | COM |
| Apple Inc | 227411 | 61823954 | COM |
| Amazon.com Inc | 246702 | 56943756 | COM |
| Broadcom Inc Com | 129324 | 44759036 | COM |
| iShares Tr S&P 500 Index | 47853 | 32776622 | ETF - EQUITY |
| Microsoft Corp | 57663 | 27886816 | COM |
| VISA INC COM CL | 71111 | 24939339 | COM |
| JPMorgan Chase & Co | 72583 | 23387694 | COM |
| Costco Wholesale Corp | 24665 | 21269616 | COM |
| O'Reilly Automotive Inc | 201746 | 18401253 | COM |
| Abbvie Inc | 79398 | 18141649 | COM |
| Palo Alto Networks Inc | 97109 | 17887478 | COM |
| Salesforce Inc | 60859 | 16122158 | COM |
| Danaher Corp | 68653 | 15716027 | COM |
| Intuit | 23367 | 15478905 | COM |
| Merck & Co Inc | 145353 | 15299857 | COM |
| ServiceNow Inc | 98790 | 15133640 | COM |
| Qualcomm Inc | 86448 | 14786981 | COM |
| Nextera Energy Inc | 176981 | 14208035 | COM |
| Exxon Mobil Corp | 114399 | 13766764 | COM |
| Lilly Eli & Co | 12680 | 13626942 | COM |
| S&P Global Inc | 25163 | 13149932 | COM |
| Nvidia Corporation | 68739 | 12819823 | COM |
| Berkshire Hathaway Inc Cl B | 25084 | 12608473 | COM |
| Ishares 7-10 Year Treasury Bon | 130393 | 12538591 | ETF |
| Steris Plc Shs Usd | 48484 | 12291664 | COM |
| Xylem Inc | 81122 | 11047194 | COM |
| Alphabet Inc Cap Stock Cl C | 33366 | 10470314 | COM |
| Vanguard Short-Term Treasury E | 178204 | 10465921 | ETF |
| Adobe Inc | 29577 | 10351654 | COM |
| Iqvia Holdings Inc | 45704 | 10302139 | COM |
| Verisk Analytics Inc Cl A | 45276 | 10127713 | COM |
| Meta Platforms Inc Cl A | 14409 | 9510999 | COM |
| Equinix Inc | 12166 | 9320750 | REUS |
| American Tower REIT | 51372 | 9019382 | REUS |
| Synopsys Inc | 19170 | 9004532 | COM |
| Idexx Labs Inc | 13135 | 8886222 | COM |
| Vanguard Intermediate-Term Gov | 145620 | 8727007 | ETF |
| Stryker Corp | 23379 | 8217037 | COM |
| Ecolab Inc | 30808 | 8087716 | COM |
| Eaton Corp Plc | 23767 | 7570027 | COM |
| MSCI Inc Cl A | 12489 | 7165314 | COM |
| Ishares Msci Intl Quality Fact | 156467 | 7111425 | ETF - EQUITY |
| Constellation Energy Corp | 19294 | 6815991 | COM |
| Mondelez Intl Inc Cl A | 118236 | 6364644 | COM |
| Chubb Limited | 17686 | 5520154 | COM |
| American Wtr Wks Co Inc New | 41751 | 5448505 | COM |
| iShares Tr S&P Small Cap 600 | 43910 | 5277104 | ETF - EQUITY |
| iShares Tr S&P Mid Cap 400 | 79145 | 5223570 | ETF - EQUITY |
| PepsiCo Inc | 33566 | 4817392 | COM |
| Vanguard Short-Term Corp Bd Id | 59471 | 4741591 | ETF |
| Fortive Corp | 84080 | 4642038 | COM |
| Pgim Aaa Clo Etf | 90425 | 4635185 | ETF |
| Waste Connections Inc | 26408 | 4630907 | COM |
| Exelon Corp | 96936 | 4225440 | COM |
| Old Dominion Freight Line Inc | 26688 | 4184678 | COM |
| Abbott Laboratories | 32010 | 4010541 | COM |
| Broadridge Financial Solutions | 16225 | 3620933 | COM |
| SPDR S&P 500 ETF TR | 5298 | 3612812 | ETF - EQUITY |
| iShares Tr Russell 1000 Growth | 7271 | 3441228 | ETF - EQUITY |
| Thermo Fisher Scientific Inc | 5137 | 2976635 | COM |
| Roper Industries Inc | 6472 | 2880881 | COM |
| Lam Research Corp New | 16156 | 2765567 | COM |
| Wisdomtree Floating Rate Treas | 53530 | 2693630 | ETF |
| Home Depot Inc | 7767 | 2672625 | COM |
| Watsco Inc | 7510 | 2530494 | COM |
| Rollins Inc | 40490 | 2430210 | COM |
| Chevron Corp | 15131 | 2306183 | COM |
| Mastercard Incorporated | 4033 | 2302151 | COM |
| iShares Tr Russell Mid Cap | 23678 | 2279445 | ETF - EQUITY |
| Aptiv Plc | 29947 | 2278667 | COM |
| Berkshire Hathaway Inc Del | 3 | 2264400 | COM |
| Renaissancere Hldgs Ltd | 7871 | 2213010 | COM |
| Johnson & Johnson | 10538 | 2180839 | COM |
| RTX Corporation | 11567 | 2121388 | COM |
| Lowes Cos Inc | 7727 | 1863443 | COM |
| Procter & Gamble Co | 12761 | 1828779 | COM |
| Pnc Finl Svcs Group Inc | 7978 | 1665248 | COM |
| Mccormick & Co Inc | 23675 | 1612504 | COM |
| Kroger Co | 23946 | 1496146 | COM |
| SPDR S&P Mid Cap 400 ETF Tr | 2353 | 1419518 | ETF - EQUITY |
| Union Pacific Corp | 5828 | 1348133 | COM |
| Ishares 1-3 Year International | 17843 | 1342507 | ETF |
| Blackrock Inc | 1131 | 1210555 | COM |
| Ishares Russell 1000 Value ETF | 5696 | 1198017 | ETF - EQUITY |
| Automatic Data Processing Inc | 4656 | 1197663 | COM |
| iShares Tr Russell 2000 | 4830 | 1188953 | ETF - EQUITY |
| Disney Walt Co Disney | 10034 | 1141568 | COM |
| Wal Mart Stores Inc | 10046 | 1119225 | COM |
| Xpo Inc Com | 7450 | 1012529 | COM |
| Ishares Large Cap Max Buffer J | 35867 | 1011245 | ETF - EQUITY |
| Eog Res Inc | 9578 | 1005769 | COM |
| Ralliant Corp | 18389 | 936184 | COM |
| Avantis U.S. Small Cap Value E | 9156 | 933729 | ETF - EQUITY |
| Northrop Grumman Corp | 1620 | 923740 | COM |
| Ishares S&P 500 Growth ETF | 7290 | 898513 | ETF - EQUITY |
| Zoetis Inc | 6989 | 879354 | COM |
| Avery Dennison Corp | 4660 | 847561 | COM |
| Public Storage | 3209 | 832735 | REUS |
| Spdr Gold Minishares Trust | 9151 | 781221 | ETF - EQUITY |
| Starbucks Corp | 8899 | 749385 | COM |
| IShares S&P 500 Value ETF | 3400 | 721038 | ETF - EQUITY |
| Oracle Corp | 3300 | 643203 | COM |
| Ishares Biotechnology ETF | 3600 | 607572 | ETF - EQUITY |
| Paychex Inc | 5410 | 606894 | COM |
| Uber Technologies Inc | 7110 | 580958 | COM |
| Air Prods & Chems Inc | 2348 | 580003 | COM |
| Fiserv Inc | 8378 | 562750 | COM |
| Invesco S&P Global Water Index | 8418 | 530427 | ETF - EQUITY |
| International Business Machine | 1777 | 526365 | COM |
| Ishares Russell Mid Cap Growth | 3819 | 522974 | ETF - EQUITY |
| Veralto Corp | 4988 | 497703 | COM |
| Parker Hannifin Corp | 550 | 483428 | COM |
| Mettler Toledo International | 345 | 480996 | COM |
| Vanguard Tax-Exempt Bond ETF | 9100 | 457639 | ETF |
| Marsh Com | 2443 | 453225 | COM |
| Vanguard Index Funds Small Cap | 1730 | 446253 | ETF - EQUITY |
| SPDR Gold Trust Gold | 1112 | 440697 | ETF |
| Intuitive Surgical Inc | 772 | 437230 | COM |
| Invesco Qqq Tr | 710 | 436160 | ETF - EQUITY |
| Accenture Ltd Bermuda Cl A | 1615 | 433304 | COM |
| Ishares 0-5 Year Tips Bond Etf | 4101 | 419901 | ETF |
| The Cigna Group Com | 1524 | 419451 | COM |
| Simplify Hedged Equity Etf | 13025 | 417451 | ETF - EQUITY |
| ELEVANCE HEALTH INC | 1150 | 403132 | COM |
| Bondbloxx Bloomberg Six Month | 8000 | 402000 | ETF |
| American Express Co | 1085 | 401396 | COM |
| Nike Inc | 6153 | 392008 | COM |
| Ishares TIPS Bond ETF | 3484 | 382926 | ETF |
| Bank of America Corporation | 6774 | 372570 | COM |
| Coca-Cola Co | 5325 | 372271 | COM |
| Intercontinental Exchange Inc | 2128 | 344651 | COM |
| Kkr & Co Inc | 2622 | 334253 | COM |
| Ishares Core US Aggregate Bond | 3250 | 324610 | ETF |
| Prologis Inc | 2500 | 319150 | COM |
| Epam Sys Inc | 1555 | 318588 | COM |
| Welltower Inc | 1700 | 315537 | REUS |
| Nxp Semiconductors N V | 1448 | 314303 | COM |
| Kla Corp New | 250 | 303770 | COM |
| United Rentals Inc | 375 | 303495 | COM |
| Amgen Inc | 906 | 296543 | COM |
| Booking Holdings Inc | 52 | 278477 | COM |
| Autozone Inc | 79 | 267928 | COM |
| Ishares Expanded Tech-Software | 2500 | 264225 | ETF - EQUITY |
| Ishares Expanded Tech Sector E | 2000 | 258320 | ETF - EQUITY |
| Ishares Large Cap Max Buffer D | 9550 | 254698 | ETF - EQUITY |
| Colgate Palmolive Co | 3220 | 254444 | COM |
| Cisco Sys Inc | 3197 | 246265 | COM |
| Csx Corp | 6775 | 245594 | COM |
| Vanguard Intermediate-Term Cor | 2875 | 240769 | ETF |
| iShares Sh Tr Crport ETF | 4511 | 238542 | ETF |
| Ishares Select Dividend ETF | 1675 | 236409 | ETF - EQUITY |
| Vanguard Total Stock Market ET | 697 | 233683 | ETF - EQUITY |
| Blackstone Inc | 1500 | 231210 | COM |
| CVS Health Corporation | 2900 | 230144 | COM |
| McDonalds Corp | 746 | 228136 | COM |
| Vanguard Index Funds Mid Cap E | 784 | 227532 | ETF - EQUITY |
| Wells Fargo & Co | 2310 | 215292 | COM |
| iShares Tr MSCI EAFE Index | 2235 | 214627 | ETF - EQUITY |
| TJX Cos Inc | 1386 | 212903 | COM |
| Arista Networks Inc | 1600 | 209648 | COM |
| Ishares New York Muni Bond ETF | 3800 | 203338 | ETF |
| Array Technologies Inc | 17250 | 159045 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.