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Middleton & Co INC/MA

All holdings · as of Dec 31, 2025

163 positions

CompanyClassValueShares% of portfolio
Alphabet Inc.$69.38M221,6627.4%
Apple Inc.$61.82M227,4116.6%
Amazon.com Inc$56.94M246,7026.0%
Broadcom Inc.$44.76M129,3244.8%
iShares Tr S&P 500 Index$32.78M47,8533.5%
MICROSOFT CORP$27.89M57,6633.0%
Visa Inc$24.94M71,1112.6%
JPMORGAN CHASE & CO$23.39M72,5832.5%
COSTCO WHOLESALE CORP /NEW$21.27M24,6652.3%
O REILLY AUTOMOTIVE INC$18.40M201,7462.0%
AbbVie Inc.$18.14M79,3981.9%
Palo Alto Networks Inc$17.89M97,1091.9%
Salesforce Inc$16.12M60,8591.7%
DANAHER CORP /DE$15.72M68,6531.7%
INTUIT INC.$15.48M23,3671.6%
Merck & Co., Inc.$15.30M145,3531.6%
ServiceNow Inc$15.13M98,7901.6%
QUALCOMM INC/DE$14.79M86,4481.6%
NEXTERA ENERGY INC$14.21M176,9811.5%
EXXON MOBIL CORP$13.77M114,3991.5%
ELI LILLY & Co$13.63M12,6801.4%
S&P Global Inc.$13.15M25,1631.4%
NVIDIA Corp$12.82M68,7391.4%
Warren E. Buffett$12.61M25,0841.3%
Ishares 7-10 Year Treasury Bon$12.54M130,3931.3%
STERIS plc$12.29M48,4841.3%
Xylem Inc.$11.05M81,1221.2%
Alphabet Inc.$10.47M33,3661.1%
Vanguard Short-Term Treasury E$10.47M178,2041.1%
ADOBE INC.$10.35M29,5771.1%
IQVIA HOLDINGS INC.$10.30M45,7041.1%
Verisk Analytics, Inc.$10.13M45,2761.1%
Meta Platforms Inc$9.51M14,4091.0%
Equinix Inc$9.32M12,1661.0%
American Tower Corp$9.02M51,3721.0%
SYNOPSYS INC$9.00M19,1701.0%
IDEXX LABORATORIES INC /DE$8.89M13,1350.9%
Vanguard Intermediate-Term Gov$8.73M145,6200.9%
STRYKER CORP$8.22M23,3790.9%
ECOLAB INC.$8.09M30,8080.9%
Eaton Corp plc$7.57M23,7670.8%
MSCI Inc.$7.17M12,4890.8%
Ishares Msci Intl Quality Fact$7.11M156,4670.8%
Constellation Energy Corp$6.82M19,2940.7%
Mondelez International, Inc.$6.36M118,2360.7%
Chubb Ltd$5.52M17,6860.6%
American Water Works Company, Inc.$5.45M41,7510.6%
iShares Tr S&P Small Cap 600$5.28M43,9100.6%
iShares Tr S&P Mid Cap 400$5.22M79,1450.6%
PEPSICO INC$4.82M33,5660.5%
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