Institutional Manager · CIK 0000919497
MIDDLETON & CO INC/MA
BOSTON, MA · File #028-04180
Latest AUM
$941.8M
Positions
163
Top-10 Concentration
47.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025163 pos · $941.8M
- 13F HOLDINGS REPORTQ/E Sep 2025166 pos · $925.3M
- 13F HOLDINGS REPORTQ/E Jun 2025161 pos · $890.3M
- 13F HOLDINGS REPORTQ/E Mar 2025156 pos · $856.0M
- 13F HOLDINGS REPORTQ/E Dec 2024158 pos · $905.1M
- 13F HOLDINGS REPORTQ/E Sep 2024166 pos · $905.0M
- 13F HOLDINGS REPORTQ/E Jun 2024164 pos · $860.7M
- 13F HOLDINGS REPORTQ/E Mar 2024167 pos · $867.1M
- 13F HOLDINGS REPORTQ/E Dec 2023147 pos · $723.7M
- 13F HOLDINGS REPORTQ/E Sep 2023153 pos · $754.1M
- 13F HOLDINGS REPORTQ/E Jun 2023154 pos · $695.9M
- 13F HOLDINGS REPORTQ/E Mar 2023156 pos · $674.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Alphabet Inc Cap Stock Cl A | GOOG | 221,662 | $69.4M | 8.57% |
| 2 | Apple Inc | AAPL | 227,411 | $61.8M | 7.63% |
| 3 | Amazon.com Inc | AMZN | 246,702 | $56.9M | 7.03% |
| 4 | Broadcom Inc Com | AVGO | 129,324 | $44.8M | 5.53% |
| 5 | iShares Tr S&P 500 Index | 464287200 | 47,853 | $32.8M | 4.05% |
| 6 | Microsoft Corp | MSFT | 57,663 | $27.9M | 3.44% |
| 7 | VISA INC COM CL | V | 71,111 | $24.9M | 3.08% |
| 8 | JPMorgan Chase & Co | VYLD | 72,583 | $23.4M | 2.89% |
| 9 | Costco Wholesale Corp | 22160K105 | 24,665 | $21.3M | 2.63% |
| 10 | O'Reilly Automotive Inc | 67103H107 | 201,746 | $18.4M | 2.27% |
| 11 | Abbvie Inc | ABBV | 79,398 | $18.1M | 2.24% |
| 12 | Palo Alto Networks Inc | PANW | 97,109 | $17.9M | 2.21% |
| 13 | Salesforce Inc | CRM | 60,859 | $16.1M | 1.99% |
| 14 | Danaher Corp | 235851102 | 68,653 | $15.7M | 1.94% |
| 15 | Intuit | INTU | 23,367 | $15.5M | 1.91% |
| 16 | Merck & Co Inc | MRK | 145,353 | $15.3M | 1.89% |
| 17 | ServiceNow Inc | NOW | 98,790 | $15.1M | 1.87% |
| 18 | Qualcomm Inc | QCOM | 86,448 | $14.8M | 1.83% |
| 19 | Nextera Energy Inc | NEE-PW | 176,981 | $14.2M | 1.75% |
| 20 | Exxon Mobil Corp | XOM | 114,399 | $13.8M | 1.70% |