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Middleton & Co INC/MA

All holdings · as of Dec 31, 2025

163 positions

CompanyClassValueShares% of portfolio
iShares Sh Tr Crport ETF$238.5K4,5110.0%
Ishares Select Dividend ETF$236.4K1,6750.0%
Vanguard Total Stock Market ET$233.7K6970.0%
Blackstone Inc$231.2K1,5000.0%
CVS HEALTH Corp$230.1K2,9000.0%
MCDONALD'S CORP$228.1K7460.0%
Vanguard Index Funds Mid Cap E$227.5K7840.0%
WELLS FARGO & COMPANY/MN$215.3K2,3100.0%
iShares Tr MSCI EAFE Index$214.6K2,2350.0%
TJX Cos Inc/The$212.9K1,3860.0%
Arista Networks, Inc.ANETCommon Stock$209.6K1,6000.0%
Ishares New York Muni Bond ETF$203.3K3,8000.0%
ARRAY TECHNOLOGIES INC$159.0K17,2500.0%
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