MIDDLETON & CO INC/MA
165 holdingsFiling period: 2026-03-31Current AUM: $999.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc Cap Stock Cl A | 207.8K | $59.7M | $74.0M | 7.40% | -13,909 | 2026-03-31 |
| 2 | AAPL | Apple Inc | 224.1K | $56.9M | $69.2M | 6.93% | -3,336 | 2026-03-31 |
| 3 | AMZN | Amazon.com Inc | 245.3K | $51.1M | $66.6M | 6.67% | -1,363 | 2026-03-31 |
| 4 | AVGO | Broadcom Inc Com | 128.6K | $39.8M | $50.1M | 5.01% | -679 | 2026-03-31 |
| 5 | IVV | iShares Tr S&P 500 Index | 48.5K | $31.7M | $36.4M | 3.64% | +607 | 2026-03-31 |
| 6 | COST | Costco Wholesale Corp | 24.5K | $24.4M | $23.3M | 2.33% | -149 | 2026-03-31 |
| 7 | V | VISA INC COM CL | 70.7K | $21.4M | $25.9M | 2.59% | -426 | 2026-03-31 |
| 8 | MSFT | Microsoft Corp | 57.1K | $21.2M | $26.6M | 2.66% | -522 | 2026-03-31 |
| 9 | JPM | JPMorgan Chase & Co | 71.6K | $21.1M | $25.2M | 2.52% | -977 | 2026-03-31 |
| 10 | XOM | Exxon Mobil Corp | 115.8K | $19.7M | $18.0M | 1.80% | +1.4K | 2026-03-31 |
| 11 | XOM | Exxon Mobil Corp | 115.8K | $19.7M | $18.0M | 1.80% | +1.4K | 2026-03-31 |
| 12 | ORLY | O'Reilly Automotive Inc | 200.5K | $18.5M | $17.9M | 1.79% | -1,243 | 2026-03-31 |
| 13 | ABBV | Abbvie Inc | 78.0K | $17.0M | $19.6M | 1.96% | -1,350 | 2026-03-31 |
| 14 | PANW | Palo Alto Networks Inc | 101.3K | $16.2M | $33.6M | 3.36% | +4.2K | 2026-03-31 |
| 15 | NEE | Nextera Energy Inc | 173.3K | $16.1M | $15.1M | 1.51% | -3,665 | 2026-03-31 |
| 16 | MRK | Merck & Co Inc | 122.1K | $14.7M | $15.9M | 1.59% | -23,208 | 2026-03-31 |
| 17 | IEF | Ishares 7-10 Year Treasury Bon | 136.4K | $13.0M | $12.7M | 1.27% | +6.1K | 2026-03-31 |
| 18 | DHR | Danaher Corp | 68.4K | $13.0M | $13.3M | 1.33% | -240 | 2026-03-31 |
| 19 | NVDA | Nvidia Corporation | 73.7K | $12.9M | $14.8M | 1.48% | +5.0K | 2026-03-31 |
| 20 | EQIX | Equinix Inc | 12.4K | $12.1M | $12.6M | 1.26% | +189 | 2026-03-31 |
| 21 | LLY | Lilly Eli & Co | 13.0K | $11.9M | $14.9M | 1.49% | +286 | 2026-03-31 |
| 22 | BRK-B | Berkshire Hathaway Inc Cl B | 24.9K | $11.9M | $11.9M | 1.19% | -215 | 2026-03-31 |
| 23 | NOW | ServiceNow Inc | 109.7K | $11.5M | $12.2M | 1.22% | +10.9K | 2026-03-31 |
| 24 | CRM | Salesforce Inc | 60.2K | $11.2M | $11.1M | 1.11% | -643 | 2026-03-31 |
| 25 | QCOM | Qualcomm Inc | 85.6K | $11.0M | $12.6M | 1.26% | -800 | 2026-03-31 |
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