MIDDLETON & CO INC/MA
CIK: 0000919497SEC EDGAR →
Portfolio Value
$784K
Holdings
163
As of
Q4 2025
New Positions
163
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Alphabet Inc Cap Stock Cl A | 221,662 | $69K | 8.85% |
| 2 | Apple Inc | 227,411 | $62K | 7.88% |
| 3 | Amazon.com Inc | 246,702 | $57K | 7.26% |
| 4 | Broadcom Inc Com | 129,324 | $45K | 5.71% |
| 5 | Microsoft Corp | 57,663 | $28K | 3.56% |
| 6 | VISA INC COM CL | 71,111 | $25K | 3.18% |
| 7 | JPMorgan Chase & Co | 72,583 | $23K | 2.98% |
| 8 | O'Reilly Automotive Inc | 201,746 | $18K | 2.35% |
| 9 | Abbvie Inc | 79,398 | $18K | 2.31% |
| 10 | Palo Alto Networks Inc | 97,109 | $18K | 2.28% |
Quarterly Changes
New Positions (163)
$69K · 222K shares
$62K · 227K shares
$57K · 247K shares
$45K · 129K shares
$28K · 58K shares
$25K · 71K shares
$23K · 73K shares
$18K · 202K shares
$18K · 79K shares
$18K · 97K shares
$16K · 61K shares
$16K · 69K shares
$15K · 145K shares
$15K · 99K shares
$15K · 86K shares
$14K · 177K shares
$14K · 114K shares
$13K · 69K shares
$13K · 130K shares
$12K · 48K shares
$11K · 81K shares
$10K · 33K shares
$10K · 178K shares
$10K · 30K shares
$10K · 46K shares
$10K · 45K shares
$9K · 51K shares
$9K · 19K shares
$9K · 146K shares
$8K · 23K shares
$8K · 31K shares
$8K · 24K shares
$7K · 156K shares
$7K · 19K shares
$6K · 118K shares
$6K · 18K shares
$5K · 42K shares
$5K · 44K shares
$5K · 79K shares
$5K · 34K shares
$5K · 59K shares
$5K · 84K shares
$5K · 90K shares
$5K · 26K shares
$4K · 97K shares
$4K · 27K shares
$4K · 32K shares
$4K · 16K shares
$3K · 7K shares
$3K · 6K shares
$3K · 16K shares
$3K · 54K shares
$3K · 8K shares
$3K · 8K shares
$2K · 40K shares
$2K · 15K shares
$2K · 24K shares
$2K · 30K shares
$2K · 8K shares
$2K · 11K shares
$2K · 12K shares
$2K · 8K shares
$2K · 13K shares
$2K · 8K shares
$2K · 24K shares
$1K · 24K shares
$1K · 6K shares
$1K · 18K shares
$1K · 6K shares
$1K · 5K shares
$1K · 5K shares
$1K · 10K shares
$1K · 10K shares
$1K · 7K shares
$1K · 36K shares
$1K · 10K shares
$936 · 18K shares
$933 · 9K shares
$923 · 2K shares
$898 · 7K shares
$879 · 7K shares
$847 · 5K shares
$832 · 3K shares
$781 · 9K shares
$749 · 9K shares
$721 · 3K shares
$643 · 3K shares
$607 · 4K shares
$606 · 5K shares
$580 · 7K shares
$580 · 2K shares
$562 · 8K shares
$530 · 8K shares
$526 · 2K shares
$522 · 4K shares
$497 · 5K shares
$483 · 550 shares
$480 · 345 shares
$457 · 9K shares
$453 · 2K shares
$446 · 2K shares
$440 · 1K shares
$437 · 772 shares
$436 · 710 shares
$433 · 2K shares
$419 · 2K shares
$419 · 4K shares
$417 · 13K shares
$403 · 1K shares
$402 · 8K shares
$401 · 1K shares
$392 · 6K shares
$382 · 3K shares
$372 · 7K shares
$372 · 5K shares
$344 · 2K shares
$334 · 3K shares
$324 · 3K shares
$319 · 3K shares
$318 · 2K shares
$315 · 2K shares
$314 · 1K shares
$303 · 375 shares
$303 · 250 shares
$296 · 906 shares
$278 · 52 shares
$267 · 79 shares
$264 · 3K shares
$258 · 2K shares
$254 · 10K shares
$254 · 3K shares
$246 · 3K shares
$245 · 7K shares
$240 · 3K shares
$238 · 5K shares
$236 · 2K shares
$233 · 697 shares
$231 · 2K shares
$230 · 3K shares
$228 · 746 shares
$227 · 784 shares
$215 · 2K shares
$214 · 2K shares
$212 · 1K shares
$209 · 2K shares
$203 · 4K shares
$159 · 17K shares
$32 · 48K shares
$21 · 25K shares
$15 · 23K shares
$13 · 25K shares
$13 · 13K shares
$12 · 25K shares
$9 · 12K shares
$9 · 14K shares
$8 · 13K shares
$7 · 12K shares
$3 · 5K shares
$2 · 4K shares
$2 · 3 shares
$2 · 5K shares
$1 · 2K shares
$1 · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 26 | $251K | 32.0% |
| Financial Services | 55 | $142K | 18.0% |
| Healthcare | 18 | $89K | 11.4% |
| Consumer Cyclical | 12 | $87K | 11.1% |
| Communication Services | 4 | $81K | 10.3% |
| Industrials | 19 | $53K | 6.8% |
| Utilities | 2 | $21K | 2.7% |
| Energy | 4 | $17K | 2.2% |
| Consumer Defensive | 8 | $16K | 2.1% |
| Real Estate | 5 | $10K | 1.3% |
| Basic Materials | 2 | $9K | 1.1% |
| Unknown | 8 | $8K | 1.0% |