Middleton & Co INC/MA
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| STARBUCKS CORP | $749.4K | 0.1% |
| IShares S&P 500 Value ETF | $721.0K | 0.1% |
| ORACLE CORP | $643.2K | 0.1% |
| Ishares Biotechnology ETF | $607.6K | 0.1% |
| PAYCHEX INC | $606.9K | 0.1% |
| Uber Technologies, Inc | $581.0K | 0.1% |
| Air Products & Chemicals, Inc. | $580.0K | 0.1% |
| FISERV INC | $562.8K | 0.1% |
| Invesco S&P Global Water Index | $530.4K | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $526.4K | 0.1% |
| Ishares Russell Mid Cap Growth | $523.0K | 0.1% |
| Veralto Corp | $497.7K | 0.1% |
| Parker-Hannifin Corp | $483.4K | 0.1% |
| Mettler-Toledo International Inc | $481.0K | 0.1% |
| Vanguard Tax-Exempt Bond ETF | $457.6K | 0.0% |
| MARSH & MCLENNAN COMPANIES, INC. | $453.2K | 0.0% |
| Vanguard Index Funds Small Cap | $446.3K | 0.0% |
| SPDR Gold Trust Gold | $440.7K | 0.0% |
| Intuitive Surgical Inc | $437.2K | 0.0% |
| Invesco Qqq Tr | $436.2K | 0.0% |
| Accenture plc | $433.3K | 0.0% |
| iShares MSCI UAE ETF | $419.9K | 0.0% |
| Cigna Group | $419.5K | 0.0% |
| Simplify Hedged Equity Etf | $417.5K | 0.0% |
| Elevance Health Inc | $403.1K | 0.0% |
| Bondbloxx Bloomberg Six Month | $402.0K | 0.0% |
| AMERICAN EXPRESS CO | $401.4K | 0.0% |
| NIKE, Inc. | $392.0K | 0.0% |
| Ishares TIPS Bond ETF | $382.9K | 0.0% |
| BANK OF AMERICA CORP /DE | $372.6K | 0.0% |
| COCA COLA CO | $372.3K | 0.0% |
| Intercontinental Exchange, Inc. | $344.7K | 0.0% |
| KKR & Co. Inc. | $334.3K | 0.0% |
| Ishares Core US Aggregate Bond | $324.6K | 0.0% |
| Prologis Inc | $319.1K | 0.0% |
| EPAM Systems, Inc. | $318.6K | 0.0% |
| Welltower, Inc. | $315.5K | 0.0% |
| NXP Semiconductors N.V. | $314.3K | 0.0% |
| KLA CORP | $303.8K | 0.0% |
| United Rentals Inc | $303.5K | 0.0% |
| AMGEN INC | $296.5K | 0.0% |
| Booking Holdings Inc | $278.5K | 0.0% |
| AUTOZONE INC | $267.9K | 0.0% |
| Ishares Expanded Tech-Software | $264.2K | 0.0% |
| Ishares Expanded Tech Sector E | $258.3K | 0.0% |
| Ishares Large Cap Max Buffer D | $254.7K | 0.0% |
| COLGATE PALMOLIVE CO | $254.4K | 0.0% |
| CISCO SYSTEMS, INC. | $246.3K | 0.0% |
| CSX CORP | $245.6K | 0.0% |
| Vanguard Intermediate-Term Cor | $240.8K | 0.0% |