Institutions / Middleton & Co INC/MA
Middleton & Co INC/MA
CIK 919497 · Institution · as of Dec 31, 2025
Portfolio value
$941.84M
Positions
163
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 163 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $69.38M | 7.4% |
| Apple Inc. | $61.82M | 6.6% |
| Amazon.com Inc | $56.94M | 6.0% |
| Broadcom Inc. | $44.76M | 4.8% |
| iShares Tr S&P 500 Index | $32.78M | 3.5% |
| Microsoft Corp | $27.89M | 3.0% |
| Visa Inc | $24.94M | 2.6% |
| JPMorgan Chase & Co | $23.39M | 2.5% |
| Costco Wholesale Corp /New | $21.27M | 2.3% |
| O Reilly Automotive Inc | $18.40M | 2.0% |
| AbbVie Inc. | $18.14M | 1.9% |
| Palo Alto Networks Inc | $17.89M | 1.9% |
| Salesforce Inc | $16.12M | 1.7% |
| Danaher Corp /De | $15.72M | 1.7% |
| Intuit Inc. | $15.48M | 1.6% |
| Merck & Co., Inc. | $15.30M | 1.6% |
| ServiceNow Inc | $15.13M | 1.6% |
| Qualcomm INC/DE | $14.79M | 1.6% |
| Nextera Energy Inc | $14.21M | 1.5% |
| Exxon Mobil Corp | $13.77M | 1.5% |
| ELI LILLY & Co | $13.63M | 1.4% |
| S&P Global Inc. | $13.15M | 1.4% |
| NVIDIA Corp | $12.82M | 1.4% |
| Warren E. Buffett | $12.61M | 1.3% |
| Ishares 7-10 Year Treasury Bon | $12.54M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.