MIDDLETON & CO INC/MA Q1 2022 Filing

Filed May 12, 2022

Portfolio Value

$937.0M

Holdings

161

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (161 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
361,296$63.1M6.73%
2
AMZNAMAZON COM INC
16,600$54.1M5.78%
3
GOOGLALPHABET INC
14,302$39.8M4.25%
4
DHRDANAHER CORPORATION
96,706$28.4M3.03%
5
VVISA INC
109,379$24.3M2.59%
6
IVVISHARES TR
49,881$22.6M2.42%
7
COSTCOSTCO WHSL CORP NEW
36,138$20.8M2.22%
8
ORLYOREILLY AUTOMOTIVE INC
29,706$20.3M2.17%
9
MSFTMICROSOFT CORP
65,733$20.3M2.16%
10
AMTAMERICAN TOWER CORP NEW
76,320$19.2M2.05%
11
ABBVABBVIE INC
116,698$18.9M2.02%
12
CRMSALESFORCE COM INC
87,411$18.6M1.98%
13
UNHUNITEDHEALTH GROUP INC
36,276$18.5M1.97%
14
JPMJPMORGAN CHASE & CO
127,780$17.4M1.86%
15
STESTERIS PLC
66,060$16.0M1.70%
16
NEENEXTERA ENERGY INC
178,988$15.2M1.62%
17
METAMETA PLATFORMS INC
66,252$14.7M1.57%
18
VRSKVERISK ANALYTICS INC
68,421$14.7M1.57%
19
INTUINTUIT
30,118$14.5M1.55%
20
QCOMQUALCOMM INC
93,658$14.3M1.53%
21
ADBEADOBE SYSTEMS INCORPORATED
31,252$14.2M1.52%
22
BACVERIZON COMMUNICATIONS INC
257,279$13.1M1.40%
23
SPGIS&P GLOBAL INC
31,850$13.1M1.39%
24
ELLAUDER ESTEE COS INC
47,136$12.8M1.37%
25
NOWSERVICENOW INC
22,851$12.7M1.36%
26
IQVIQVIA HLDGS INC
54,918$12.7M1.36%
27
MRKMERCK & CO INC
150,862$12.4M1.32%
28
FRCBFIRST REP BK SAN FRANCISCO C
72,377$11.7M1.25%
29
BRK/BBERKSHIRE HATHAWAY INC DEL
33,081$11.7M1.25%
30
XOMEXXON MOBIL CORP
128,548$10.6M1.13%
31
SBUXSTARBUCKS CORP
111,045$10.1M1.08%
32
IJRISHARES TR
91,598$9.9M1.05%
33
AVGOBROADCOM INC
15,313$9.6M1.03%
34
ROPROPER TECHNOLOGIES INC
20,363$9.6M1.03%
35
MDLZMONDELEZ INTL INC
152,905$9.6M1.02%
36
EQIXEQUINIX INC
12,597$9.3M1.00%
37
PYPLPAYPAL HLDGS INC
80,445$9.3M0.99%
38
SYKSTRYKER CORPORATION
33,566$9.0M0.96%
39
SIVBEURSVB FINANCIAL GROUP
15,986$8.9M0.95%
40
MSCIMSCI INC
17,520$8.8M0.94%
41
RNRRENAISSANCERE HLDGS LTD
49,182$7.8M0.83%
42
ECLECOLAB INC
43,012$7.6M0.81%
43
FISVFISERV INC
74,111$7.5M0.80%
44
GOOGALPHABET INC
2,596$7.3M0.77%
45
PEPPEPSICO INC
43,135$7.2M0.77%
46
PANWPALO ALTO NETWORKS INC
11,571$7.2M0.77%
47
FTVFORTIVE CORP
118,067$7.2M0.77%
48
HDHOME DEPOT INC
23,936$7.2M0.76%
49
TMOTHERMO FISHER SCIENTIFIC INC
12,058$7.1M0.76%
50
ABTABBOTT LABS
57,134$6.8M0.72%
51
IJHISHARES TR
25,148$6.7M0.72%
52
ODFLOLD DOMINION FREIGHT LINE IN
22,329$6.7M0.71%
53
OTISOTIS WORLDWIDE CORP
86,168$6.6M0.71%
54
XYLXYLEM INC
68,448$5.8M0.62%
55
BRBROADRIDGE FINL SOLUTIONS IN
36,905$5.7M0.61%
56
DHR 5 04/15/23 BDANAHER CORPORATION
3,345$5.3M0.56%
57
CBCHUBB LIMITED
24,582$5.3M0.56%
58
APTVAPTIV PLC
43,650$5.2M0.56%
59
DISDISNEY WALT CO
35,227$4.8M0.52%
60
BACBK OF AMERICA CORP
97,457$4.0M0.43%
61
IWRISHARES TR
48,779$3.8M0.41%
62
PEOEXELON CORP
78,253$3.7M0.40%
63
RTXRAYTHEON TECHNOLOGIES CORP
36,402$3.6M0.38%
64
WSOWATSCO INC
11,400$3.5M0.37%
65
PNCPNC FINL SVCS GROUP INC
18,591$3.4M0.37%
66
CVXCHEVRON CORP NEW
20,652$3.4M0.36%
67
SPYSPDR S&P 500 ETF TR
6,663$3.0M0.32%
68
FISFIDELITY NATL INFORMATION SV
29,874$3.0M0.32%
69
JNJJOHNSON & JOHNSON
16,761$3.0M0.32%
70
PGPROCTER AND GAMBLE CO
18,528$2.8M0.30%
71
NKENIKE INC
20,860$2.8M0.30%
72
LWLAMB WESTON HLDGS INC
45,699$2.7M0.29%
73
LOWLOWES COS INC
12,558$2.5M0.27%
74
TTENTOTALENERGIES SE
47,783$2.4M0.26%
75
IWFISHARES TR
8,403$2.3M0.25%
76
PSAPUBLIC STORAGE
5,890$2.3M0.25%
77
UNPUNION PAC CORP
7,856$2.1M0.23%
78
LINLINDE PLC
6,300$2.0M0.21%
79
WCNWASTE CONNECTIONS INC
14,185$2.0M0.21%
80
IWMISHARES TR
9,565$2.0M0.21%
81
VWOVANGUARD INTL EQUITY INDEX F
42,242$1.9M0.21%
82
BLKCHFBLACKROCK INC
2,544$1.9M0.21%
83
VEUVANGUARD INTL EQUITY INDEX F
32,096$1.8M0.20%
84
EOGEOG RES INC
15,475$1.8M0.20%
85
PAYXPAYCHEX INC
13,387$1.8M0.19%
86
BRK-BBERKSHIRE HATHAWAY INC DEL
3$1.6M0.17%
87
EEMISHARES TR
34,800$1.6M0.17%
88
CVSCVS HEALTH CORP
15,432$1.6M0.17%
89
EFAISHARES TR
20,535$1.5M0.16%
90
MDYSPDR S&P MIDCAP 400 ETF TR
3,071$1.5M0.16%
91
INTCINTEL CORP
30,306$1.5M0.16%
92
CLCOLGATE PALMOLIVE CO
19,440$1.5M0.16%
93
AVYAVERY DENNISON CORP
8,008$1.4M0.15%
94
ADPAUTOMATIC DATA PROCESSING IN
5,769$1.3M0.14%
95
PFEPFIZER INC
25,110$1.3M0.14%
96
SYYSYSCO CORP
15,628$1.3M0.14%
97
CEGCONSTELLATION ENERGY CORP
22,540$1.3M0.14%
98
HHYATT HOTELS CORP
12,878$1.2M0.13%
99
MAMASTERCARD INCORPORATED
3,133$1.1M0.12%
100
APDAIR PRODS & CHEMS INC
4,130$1.0M0.11%
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