MIDDLETON & CO INC/MA Q1 2020 Filing

Filed April 22, 2020

Portfolio Value

$571.7M

Holdings

137

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (137 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
18,955$37.0M6.46%
2
AAPLAPPLE INC
113,150$28.8M5.03%
3
VVISA INC
124,776$20.1M3.52%
4
GOOGLALPHABET INC
14,545$16.9M2.96%
5
DHRDANAHER CORPORATION
121,562$16.8M2.94%
6
AMTAMERICAN TOWER CORP NEW
69,859$15.2M2.66%
7
CRMSALESFORCE COM INC
98,316$14.2M2.48%
8
COSTCOSTCO WHSL CORP NEW
45,431$13.0M2.27%
9
METAFACEBOOK INC
72,760$12.1M2.12%
10
ADBEADOBE INC
37,956$12.1M2.11%
11
MRKMERCK & CO. INC
155,030$11.9M2.09%
12
BACVERIZON COMMUNICATIONS INC
216,542$11.6M2.04%
13
JPMJPMORGAN CHASE & CO
124,905$11.2M1.97%
14
VRSKVERISK ANALYTICS INC
78,552$10.9M1.92%
15
UNHUNITEDHEALTH GROUP INC
43,226$10.8M1.89%
16
ORLYO REILLY AUTOMOTIVE INC NEW
34,560$10.4M1.82%
17
NEENEXTERA ENERGY INC
41,112$9.9M1.73%
18
ABBVABBVIE INC
128,431$9.8M1.71%
19
STESTERIS PLC
67,272$9.4M1.65%
20
BRK/BBERKSHIRE HATHAWAY INC DEL
51,384$9.4M1.64%
21
RNRRENAISSANCERE HOLDINGS LTD
60,961$9.1M1.59%
22
IHS MARKIT LTD
149,655$9.0M1.57%
23
ELLAUDER ESTEE COS INC
54,080$8.6M1.51%
24
UTXZUNITED TECHNOLOGIES CORP
90,107$8.5M1.49%
25
SBUXSTARBUCKS CORP
126,737$8.3M1.46%
26
ROPROPER TECHNOLOGIES INC
25,348$7.9M1.38%
27
EQIXEQUINIX INC
12,535$7.8M1.37%
28
BRBROADRIDGE FINL SOLUTIONS IN
82,537$7.8M1.37%
29
MDLZMONDELEZ INTL INC
153,801$7.7M1.35%
30
MSFTMICROSOFT CORP
48,731$7.7M1.34%
31
PYPLPAYPAL HLDGS INC
80,139$7.7M1.34%
32
QCOMQUALCOMM INC
106,813$7.2M1.26%
33
FTVFORTIVE CORP
120,885$6.7M1.17%
34
IQVIQVIA HLDGS INC
58,522$6.3M1.10%
35
ECLECOLAB INC
39,545$6.2M1.08%
36
PEPPEPSICO INC
51,076$6.1M1.07%
37
CBCHUBB LIMITED
54,864$6.1M1.07%
38
HDHOME DEPOT INC
29,366$5.5M0.96%
39
FISFIDELITY NATL INFORMATION SV
42,892$5.2M0.91%
40
IJRISHARES TR
88,956$5.0M0.87%
41
ABTABBOTT LABS
60,807$4.8M0.84%
42
XOMEXXON MOBIL CORP
118,490$4.5M0.79%
43
INTUINTUIT
18,341$4.2M0.74%
44
IVVISHARES TR
15,745$4.1M0.71%
45
IJHISHARES TR
27,626$4.0M0.70%
46
BKNGBOOKING HLDGS INC
2,831$3.8M0.67%
47
SYKSTRYKER CORP
21,950$3.7M0.64%
48
GOOGALPHABET INC
3,099$3.6M0.63%
49
FRCBFIRST REP BK SAN FRANCISCO C
43,757$3.6M0.63%
50
TRVCCITIGROUP INC
82,333$3.5M0.61%
51
CDKCDK GLOBAL INC
101,673$3.3M0.58%
52
SJMSMUCKER J M CO
29,417$3.3M0.57%
53
DISDISNEY WALT CO
32,873$3.2M0.56%
54
LWLAMB WESTON HLDGS INC
52,880$3.0M0.53%
55
CLCOLGATE PALMOLIVE CO
44,917$3.0M0.52%
56
XYLXYLEM INC
45,740$3.0M0.52%
57
TMOTHERMO FISHER SCIENTIFIC INC
9,653$2.7M0.48%
58
CVXCHEVRON CORP NEW
33,891$2.5M0.43%
59
IWRISHARES TR
55,430$2.4M0.42%
60
PGPROCTER & GAMBLE CO
21,418$2.4M0.41%
61
CVSCVS HEALTH CORP
39,282$2.3M0.41%
62
WSOWATSCO INC
14,620$2.3M0.40%
63
PEOEXELON CORP
60,798$2.2M0.39%
64
AVYAVERY DENNISON CORP
21,774$2.2M0.39%
65
SPYSPDR S&P 500 ETF TR
8,457$2.2M0.38%
66
JNJJOHNSON & JOHNSON
16,252$2.1M0.37%
67
NKENIKE INC
25,701$2.1M0.37%
68
BACBK OF AMERICA CORP
97,316$2.1M0.36%
69
PNCPNC FINL SVCS GROUP INC
20,068$1.9M0.34%
70
MSCIMSCI INC
6,499$1.9M0.33%
71
INTCINTEL CORP
33,594$1.8M0.32%
72
AVGOBROADCOM INC
7,470$1.8M0.31%
73
TTENTOTAL S.A.
44,920$1.7M0.29%
74
LOWLOWES COS INC
19,219$1.7M0.29%
75
PANWPALO ALTO NETWORKS INC
9,821$1.6M0.28%
76
VWOVANGUARD INTL EQUITY INDEX F
43,710$1.5M0.26%
77
SIVBEURSVB FINANCIAL GROUP
9,526$1.4M0.25%
78
ILMNILLUMINA INC
5,200$1.4M0.25%
79
IWFISHARES TR
9,241$1.4M0.24%
80
VEUVANGUARD INTL EQUITY INDEX F
32,215$1.3M0.23%
81
EEMISHARES TR
36,510$1.2M0.22%
82
LINLINDE PLC
7,070$1.2M0.21%
83
IWMISHARES TR
10,408$1.2M0.21%
84
EFAISHARES TR
22,250$1.2M0.21%
85
HONHONEYWELL INTL INC
8,384$1.1M0.20%
86
BRK-BBERKSHIRE HATHAWAY INC DEL
4$1.1M0.19%
87
PAYXPAYCHEX INC
16,752$1.1M0.18%
88
BLKCHFBLACKROCK INC
2,303$1.0M0.18%
89
APDAIR PRODS & CHEMS INC
4,315$861K0.15%
90
EOGEOG RES INC
23,485$844K0.15%
91
UNPUNION PAC CORP
5,780$815K0.14%
92
MDYSPDR S&P MIDCAP 400 ETF TR
3,091$813K0.14%
93
WCNWASTE CONNECTIONS INC
9,796$759K0.13%
94
MAMASTERCARD INC
3,104$750K0.13%
95
NOCNORTHROP GRUMMAN CORP
2,456$743K0.13%
96
ADPAUTOMATIC DATA PROCESSING IN
5,101$697K0.12%
97
XPOXPO LOGISTICS INC
14,215$693K0.12%
98
TJXTJX COS INC NEW
13,371$639K0.11%
99
KOCOCA COLA CO
14,035$621K0.11%
100
MDTMEDTRONIC PLC
6,006$542K0.09%
Page 1 of 2Next