MIDDLETON & CO INC/MA Q1 2019 Filing

Filed April 25, 2019

Portfolio Value

$623.5M

Holdings

138

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (138 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
19,307$34.4M5.51%
2
AAPLAPPLE INC
127,413$24.2M3.88%
3
VVISA INC
126,749$19.8M3.17%
4
DHRDANAHER CORPORATION
144,921$19.1M3.07%
5
GOOGLALPHABET INC
15,274$18.0M2.88%
6
CRMSALESFORCE COM INC
98,825$15.7M2.51%
7
ORLYO REILLY AUTOMOTIVE INC NEW
37,547$14.6M2.34%
8
MRKMERCK & CO INC
165,400$13.8M2.21%
9
AMTAMERICAN TOWER CORP NEW
68,455$13.5M2.16%
10
JPMJPMORGAN CHASE & CO
127,696$12.9M2.07%
11
METAFACEBOOK INC
73,918$12.3M1.98%
12
UTXZUNITED TECHNOLOGIES CORP
94,901$12.2M1.96%
13
XOMEXXON MOBIL CORP
143,190$11.6M1.86%
14
BACVERIZON COMMUNICATIONS INC
194,666$11.5M1.85%
15
VRSKVERISK ANALYTICS INC
86,206$11.5M1.84%
16
ABBVABBVIE INC
139,291$11.2M1.80%
17
COSTCOSTCO WHSL CORP NEW
45,442$11.0M1.76%
18
BRK/BBERKSHIRE HATHAWAY INC DEL
51,902$10.4M1.67%
19
SBUXSTARBUCKS CORP
140,149$10.4M1.67%
20
ADBEADOBE INC
38,510$10.3M1.65%
21
ELLAUDER ESTEE COS INC
59,486$9.8M1.58%
22
UNHUNITEDHEALTH GROUP INC
38,283$9.5M1.52%
23
RNRRENAISSANCERE HOLDINGS LTD
65,599$9.4M1.51%
24
STESTERIS PLC
72,795$9.3M1.49%
25
ROPROPER TECHNOLOGIES INC
26,444$9.0M1.45%
26
FTVFORTIVE CORP
106,619$8.9M1.43%
27
IHS MARKIT LTD
161,998$8.8M1.41%
28
NEENEXTERA ENERGY INC
43,496$8.4M1.35%
29
MDLZMONDELEZ INTL INC
165,968$8.3M1.33%
30
CBCHUBB LIMITED
58,511$8.2M1.31%
31
CDKCDK GLOBAL INC
134,577$7.9M1.27%
32
BRBROADRIDGE FINL SOLUTIONS IN
76,289$7.9M1.27%
33
ECLECOLAB INC
44,059$7.8M1.25%
34
IJRISHARES TR
99,294$7.7M1.23%
35
BKNGBOOKING HLDGS INC
4,135$7.2M1.16%
36
HDHOME DEPOT INC
33,578$6.4M1.03%
37
MSFTMICROSOFT CORP
53,459$6.3M1.01%
38
PEPPEPSICO INC
51,062$6.3M1.00%
39
QCOMQUALCOMM INC
108,329$6.2M0.99%
40
CLCOLGATE PALMOLIVE CO
88,978$6.1M0.98%
41
EQIXEQUINIX INC
13,041$5.9M0.95%
42
IVVISHARES TR
19,483$5.5M0.89%
43
IJHISHARES TR
28,501$5.4M0.87%
44
TRVCCITIGROUP INC
83,973$5.2M0.84%
45
INTUINTUIT
19,775$5.2M0.83%
46
BLKCHFBLACKROCK INC
12,068$5.2M0.83%
47
JNJJOHNSON & JOHNSON
36,448$5.1M0.82%
48
CVXCHEVRON CORP NEW
39,232$4.8M0.77%
49
ABTABBOTT LABS
60,191$4.8M0.77%
50
SYKSTRYKER CORP
23,697$4.7M0.75%
51
PYPLPAYPAL HLDGS INC
43,144$4.5M0.72%
52
FISFIDELITY NATL INFORMATION SV
38,066$4.3M0.69%
53
SJMSMUCKER J M CO
33,603$3.9M0.63%
54
GOOGALPHABET INC
3,277$3.8M0.62%
55
SPYSPDR S&P 500 ETF TR
12,549$3.5M0.57%
56
PEOEXELON CORP
68,168$3.4M0.55%
57
IWRISHARES TR
59,985$3.2M0.52%
58
BACBANK AMER CORP
112,495$3.1M0.50%
59
EOGEOG RES INC
30,244$2.9M0.46%
60
LOWLOWES COS INC
26,198$2.9M0.46%
61
DISDISNEY WALT CO
24,711$2.7M0.44%
62
PNCPNC FINL SVCS GROUP INC
21,485$2.6M0.42%
63
TMOTHERMO FISHER SCIENTIFIC INC
9,625$2.6M0.42%
64
NKENIKE INC
30,687$2.6M0.41%
65
PGPROCTER AND GAMBLE CO
24,105$2.5M0.40%
66
SLBSCHLUMBERGER LTD
52,968$2.3M0.37%
67
CVSCVS HEALTH CORP
41,731$2.3M0.36%
68
SIVBEURSVB FINL GROUP
10,085$2.2M0.36%
69
USBUS BANCORP DEL
45,129$2.2M0.35%
70
AVGOBROADCOM INC
7,219$2.2M0.35%
71
PFEPFIZER INC
48,625$2.1M0.33%
72
LINLINDE PLC
11,403$2.0M0.32%
73
PANWPALO ALTO NETWORKS INC
8,230$2.0M0.32%
74
INTCINTEL CORP
34,053$1.8M0.29%
75
VWOVANGUARD INTL EQUITY INDEX F
42,455$1.8M0.29%
76
XPOXPO LOGISTICS INC
33,375$1.8M0.29%
77
EEMISHARES TR
39,130$1.7M0.27%
78
ILMNILLUMINA INC
5,222$1.6M0.26%
79
IWMISHARES TR
10,470$1.6M0.26%
80
HONHONEYWELL INTL INC
9,600$1.5M0.24%
81
VEUVANGUARD INTL EQUITY INDEX F
30,330$1.5M0.24%
82
EFAISHARES TR
23,443$1.5M0.24%
83
WSOWATSCO INC
10,485$1.5M0.24%
84
PAYXPAYCHEX INC
17,357$1.4M0.22%
85
AVYAVERY DENNISON CORP
12,295$1.4M0.22%
86
IWFISHARES TR
8,801$1.3M0.21%
87
BRK-BBERKSHIRE HATHAWAY INC DEL
4$1.2M0.19%
88
TTENTOTAL S A
19,990$1.1M0.18%
89
MDYSPDR S&P MIDCAP 400 ETF TR
3,091$1.1M0.17%
90
MCKMCKESSON CORP
8,754$1.0M0.16%
91
UNPUNION PACIFIC CORP
6,037$1.0M0.16%
92
NOCNORTHROP GRUMMAN CORP
3,431$925K0.15%
93
APDAIR PRODS & CHEMS INC
4,679$894K0.14%
94
IBERIABANK CORP
12,380$888K0.14%
95
WFCWELLS FARGO CO NEW
17,727$857K0.14%
96
ADPAUTOMATIC DATA PROCESSING IN
5,171$826K0.13%
97
MAMASTERCARD INC
3,444$811K0.13%
98
WATWATERS CORP
3,195$804K0.13%
99
RDS/AROYAL DUTCH SHELL PLC
11,929$747K0.12%
100
AXPAMERICAN EXPRESS CO
6,600$721K0.12%
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