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Middleton & Co INC/MA

All holdings · as of Dec 31, 2025

163 positions

CompanyClassValueShares% of portfolio
Vanguard Short-Term Corp Bd Id$4.74M59,4710.5%
Fortive Corp$4.64M84,0800.5%
Pgim Aaa Clo Etf$4.64M90,4250.5%
Waste Connections Inc$4.63M26,4080.5%
Exelon Corp$4.23M96,9360.4%
OLD DOMINION FREIGHT LINE, INC.$4.18M26,6880.4%
ABBOTT LABORATORIES$4.01M32,0100.4%
BROADRIDGE FINANCIAL SOLUTIONS INC$3.62M16,2250.4%
SPDR S&P 500 ETF TR$3.61M5,2980.4%
iShares Tr Russell 1000 Growth$3.44M7,2710.4%
THERMO FISHER SCIENTIFIC INC.$2.98M5,1370.3%
ROPER TECHNOLOGIES INC$2.88M6,4720.3%
LAM RESEARCH CORP$2.77M16,1560.3%
Wisdomtree Floating Rate Treas$2.69M53,5300.3%
HOME DEPOT, INC.$2.67M7,7670.3%
Watsco, Inc.$2.53M7,5100.3%
ROLLINS INC$2.43M40,4900.3%
CHEVRON CORP$2.31M15,1310.2%
Mastercard Inc$2.30M4,0330.2%
iShares Tr Russell Mid Cap$2.28M23,6780.2%
Aptiv Plc$2.28M29,9470.2%
Berkshire Hathaway Inc Del$2.26M30.2%
RENAISSANCERE HOLDINGS LTD$2.21M7,8710.2%
JOHNSON & JOHNSON$2.18M10,5380.2%
RTX Corp$2.12M11,5670.2%
LOWES COMPANIES INC$1.86M7,7270.2%
PROCTER & GAMBLE Co$1.83M12,7610.2%
The PNC Financial Services Group, Inc.$1.67M7,9780.2%
MCCORMICK & CO INC$1.61M23,6750.2%
KROGER CO$1.50M23,9460.2%
SPDR S&P Mid Cap 400 ETF Tr$1.42M2,3530.2%
Union Pacific Corp$1.35M5,8280.1%
Ishares 1-3 Year International$1.34M17,8430.1%
BlackRock, Inc.$1.21M1,1310.1%
Ishares Russell 1000 Value ETF$1.20M5,6960.1%
AUTOMATIC DATA PROCESSING INC$1.20M4,6560.1%
iShares Tr Russell 2000$1.19M4,8300.1%
Walt Disney Co$1.14M10,0340.1%
Walmart Inc.$1.12M10,0460.1%
XPO Inc$1.01M7,4500.1%
Ishares Large Cap Max Buffer J$1.01M35,8670.1%
EOG RESOURCES INC$1.01M9,5780.1%
Ralliant Corp$936.2K18,3890.1%
Avantis U.S. Small Cap Value E$933.7K9,1560.1%
Northrop Grumman Corp$923.7K1,6200.1%
Ishares S&P 500 Growth ETF$898.5K7,2900.1%
Zoetis Inc.$879.4K6,9890.1%
Avery Dennison Corp$847.6K4,6600.1%
Public Storage$832.7K3,2090.1%
Spdr Gold Minishares Trust$781.2K9,1510.1%
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