MIDDLETON & CO INC/MA Q1 2023 Filing

Filed April 28, 2023

Portfolio Value

$695.9B

Holdings

154

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (154 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
292,602$48.2B6.93%
2
AMZNAMAZON COM INC
289,964$30.0B4.30%
3
GOOGLALPHABET INC
255,004$26.5B3.80%
4
VVISA INC
91,686$20.7B2.97%
5
IVVISHARES TR
50,011$20.6B2.95%
6
DHRDANAHER CORPORATION
79,265$20.0B2.87%
7
MSFTMICROSOFT CORP
62,948$18.1B2.61%
8
ORLYOREILLY AUTOMOTIVE INC
20,232$17.2B2.47%
9
ABBVABBVIE INC
100,851$16.1B2.31%
10
COSTCOSTCO WHSL CORP NEW
31,808$15.8B2.27%
11
MRKMERCK & CO INC
134,106$14.3B2.05%
12
UNHUNITEDHEALTH GROUP INC
28,984$13.7B1.97%
13
AMTAMERICAN TOWER CORP NEW
66,671$13.6B1.96%
14
XOMEXXON MOBIL CORP
123,659$13.6B1.95%
15
CRMSALESFORCE INC
66,396$13.3B1.91%
16
JPMJPMORGAN CHASE & CO
100,761$13.1B1.89%
17
QCOMQUALCOMM INC
90,748$11.6B1.66%
18
INTUINTUIT
25,908$11.6B1.66%
19
VCSHVANGUARD SCOTTSDALE FDS
143,909$11.0B1.58%
20
NEENEXTERA ENERGY INC
141,107$10.9B1.56%
21
ELLAUDER ESTEE COS INC
43,207$10.6B1.53%
22
STESTERIS PLC
53,475$10.2B1.47%
23
VRSKVERISK ANALYTICS INC
53,270$10.2B1.47%
24
USFRWISDOMTREE TR
196,597$9.9B1.42%
25
IQVIQVIA HLDGS INC
48,766$9.7B1.39%
26
AVGOBROADCOM INC
14,994$9.6B1.38%
27
FTVFORTIVE CORP
131,636$9.0B1.29%
28
SPGIS&P GLOBAL INC
25,918$8.9B1.28%
29
EQIXEQUINIX INC
12,256$8.8B1.27%
30
BRK/BBERKSHIRE HATHAWAY INC DEL
26,976$8.3B1.20%
31
MDLZMONDELEZ INTL INC
116,284$8.1B1.16%
32
XYLXYLEM INC
74,194$7.8B1.12%
33
NOWSERVICENOW INC
16,621$7.7B1.11%
34
ADBEADOBE SYSTEMS INCORPORATED
19,699$7.6B1.09%
35
SYKSTRYKER CORPORATION
26,583$7.6B1.09%
36
SBUXSTARBUCKS CORP
72,571$7.6B1.09%
37
RNRRENAISSANCERE HLDGS LTD
37,503$7.5B1.08%
38
MSCIMSCI INC
13,120$7.3B1.06%
39
PANWPALO ALTO NETWORKS INC
36,618$7.3B1.05%
40
FISVFISERV INC
62,210$7.0B1.01%
41
BACVERIZON COMMUNICATIONS INC
159,971$6.2B0.89%
42
VGSHVANGUARD SCOTTSDALE FDS
104,634$6.1B0.88%
43
ECLECOLAB INC
35,061$5.8B0.83%
44
ROPROPER TECHNOLOGIES INC
12,728$5.6B0.81%
45
ODFLOLD DOMINION FREIGHT LINE IN
14,838$5.1B0.73%
46
GOOGALPHABET INC
45,727$4.8B0.68%
47
IJRISHARES TR
48,316$4.7B0.67%
48
PEPPEPSICO INC
24,840$4.5B0.65%
49
CBCHUBB LIMITED
23,141$4.5B0.65%
50
HDHOME DEPOT INC
15,020$4.4B0.64%
51
DHR 5 04/15/23 BDANAHER CORPORATION
3,320$4.2B0.61%
52
ABTABBOTT LABS
40,242$4.1B0.59%
53
BRBROADRIDGE FINL SOLUTIONS IN
26,248$3.8B0.55%
54
IJHISHARES TR
15,012$3.8B0.54%
55
APTVAPTIV PLC
32,853$3.7B0.53%
56
METAMETA PLATFORMS INC
17,232$3.7B0.52%
57
WSOWATSCO INC
10,655$3.4B0.49%
58
CVXCHEVRON CORP NEW
19,897$3.2B0.47%
59
TMOTHERMO FISHER SCIENTIFIC INC
5,435$3.1B0.45%
60
PYPLPAYPAL HLDGS INC
39,560$3.0B0.43%
61
JNJJOHNSON & JOHNSON
17,686$2.7B0.39%
62
IWRISHARES TR
37,468$2.6B0.38%
63
DISDISNEY WALT CO
26,099$2.6B0.38%
64
PEOEXELON CORP
60,699$2.5B0.37%
65
NKENIKE INC
20,726$2.5B0.37%
66
SPYSPDR S&P 500 ETF TR
5,892$2.4B0.35%
67
PGPROCTER AND GAMBLE CO
16,112$2.4B0.34%
68
LOWLOWES COS INC
11,699$2.3B0.34%
69
PNCPNC FINL SVCS GROUP INC
17,305$2.2B0.32%
70
EOGEOG RES INC
17,848$2.0B0.29%
71
WCNWASTE CONNECTIONS INC
14,515$2.0B0.29%
72
IWFISHARES TR
8,167$2.0B0.29%
73
PSAPUBLIC STORAGE
5,975$1.8B0.26%
74
UNPUNION PAC CORP
8,689$1.7B0.25%
75
CEGCONSTELLATION ENERGY CORP
18,067$1.4B0.20%
76
HHYATT HOTELS CORP
12,608$1.4B0.20%
77
BRK-BBERKSHIRE HATHAWAY INC DEL
3$1.4B0.20%
78
AVYAVERY DENNISON CORP
7,650$1.4B0.20%
79
FISFIDELITY NATL INFORMATION SV
24,971$1.4B0.19%
80
PAYXPAYCHEX INC
11,702$1.3B0.19%
81
DYHTARGET CORP
8,051$1.3B0.19%
82
IWMISHARES TR
7,465$1.3B0.19%
83
RTXRAYTHEON TECHNOLOGIES CORP
13,442$1.3B0.19%
84
ADPAUTOMATIC DATA PROCESSING IN
5,541$1.2B0.18%
85
MAMASTERCARD INCORPORATED
3,253$1.2B0.17%
86
MNSTMONSTER BEVERAGE CORP NEW
21,862$1.2B0.17%
87
MDYSPDR S&P MIDCAP 400 ETF TR
2,461$1.1B0.16%
88
APDAIR PRODS & CHEMS INC
3,823$1.1B0.16%
89
PFEPFIZER INC
24,764$1.0B0.15%
90
LRCXEURLAM RESEARCH CORP
1,758$931.9M0.13%
91
IWDISHARES TR
5,855$891.4M0.13%
92
BDX 6 06/01/23 BBECTON DICKINSON & CO
16,060$798.5M0.11%
93
ELVELEVANCE HEALTH INC
1,700$781.7M0.11%
94
NOCNORTHROP GRUMMAN CORP
1,595$736.4M0.11%
95
SYYSYSCO CORP
9,093$702.3M0.10%
96
CVSCVS HEALTH CORP
9,025$670.6M0.10%
97
INTCINTEL CORP
20,436$667.6M0.10%
98
KOCOCA COLA CO
10,075$625.0M0.09%
99
ILMNILLUMINA INC
2,591$602.5M0.09%
100
BACBANK AMERICA CORP
19,759$565.1M0.08%
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