MIDDLETON & CO INC/MA Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$867.1B

Holdings

167

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (167 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
276,971$50.0B5.76%
2
AAPLAPPLE INC
273,744$46.9B5.41%
3
GOOGLALPHABET INC
247,218$37.3B4.30%
4
IVVISHARES TR
51,188$26.9B3.10%
5
MSFTMICROSOFT CORP
63,018$26.5B3.06%
6
VVISA INC
84,781$23.7B2.73%
7
COSTCOSTCO WHSL CORP NEW
30,496$22.3B2.58%
8
DHRDANAHER CORPORATION
86,803$21.7B2.50%
9
AVGOBROADCOM INC
15,146$20.1B2.32%
10
ORLYOREILLY AUTOMOTIVE INC
17,443$19.7B2.27%
11
CRMSALESFORCE INC
61,200$18.4B2.13%
12
MRKMERCK & CO INC
138,401$18.3B2.11%
13
JPMJPMORGAN CHASE & CO
89,934$18.0B2.08%
14
ABBVABBVIE INC
89,398$16.3B1.88%
15
INTUINTUIT
24,759$16.1B1.86%
16
QCOMQUALCOMM INC
91,405$15.5B1.78%
17
XOMEXXON MOBIL CORP
130,334$15.2B1.75%
18
NOWSERVICENOW INC
19,395$14.8B1.71%
19
PANWPALO ALTO NETWORKS INC
51,548$14.6B1.69%
20
IEFISHARES TR
154,093$14.6B1.68%
21
UNHUNITEDHEALTH GROUP INC
29,449$14.6B1.68%
22
NEENEXTERA ENERGY INC
206,369$13.2B1.52%
23
AMTAMERICAN TOWER CORP NEW
63,167$12.5B1.44%
24
IQVIQVIA HLDGS INC
49,027$12.4B1.43%
25
VRSKVERISK ANALYTICS INC
51,157$12.1B1.39%
26
STESTERIS PLC
52,880$11.9B1.37%
27
FTVFORTIVE CORP
135,552$11.7B1.34%
28
BRK/BBERKSHIRE HATHAWAY INC DEL
27,571$11.6B1.34%
29
SPGIS&P GLOBAL INC
24,034$10.2B1.18%
30
XYLXYLEM INC
78,001$10.1B1.16%
31
EQIXEQUINIX INC
12,179$10.1B1.16%
32
ADBEADOBE INC
18,653$9.4B1.09%
33
SNPSSYNOPSYS INC
16,264$9.3B1.07%
34
FISVFISERV INC
57,541$9.2B1.06%
35
SYKSTRYKER CORPORATION
25,323$9.1B1.05%
36
MDLZMONDELEZ INTL INC
128,266$9.0B1.04%
37
ECLECOLAB INC
37,442$8.6B1.00%
38
ELLAUDER ESTEE COS INC
51,766$8.0B0.92%
39
METAMETA PLATFORMS INC
16,290$7.9B0.91%
40
VGSHVANGUARD SCOTTSDALE FDS
127,950$7.4B0.86%
41
VCSHVANGUARD SCOTTSDALE FDS
96,088$7.4B0.86%
42
MSCIMSCI INC
12,874$7.2B0.83%
43
GOOGALPHABET INC
43,367$6.6B0.76%
44
ROPROPER TECHNOLOGIES INC
11,091$6.2B0.72%
45
ODFLOLD DOMINION FREIGHT LINE IN
26,382$5.8B0.67%
46
IJRISHARES TR
52,282$5.8B0.67%
47
SBUXSTARBUCKS CORP
63,106$5.8B0.67%
48
IJHISHARES TR
87,121$5.3B0.61%
49
HDHOME DEPOT INC
13,785$5.3B0.61%
50
CBCHUBB LIMITED
20,020$5.2B0.60%
51
DISDISNEY WALT CO
38,564$4.7B0.54%
52
PYPLPAYPAL HLDGS INC
69,408$4.6B0.54%
53
USFRWISDOMTREE TR
89,822$4.5B0.52%
54
PEPPEPSICO INC
24,577$4.3B0.50%
55
ABTABBOTT LABS
37,321$4.2B0.49%
56
RNRRENAISSANCERE HLDGS LTD
17,744$4.2B0.48%
57
WSOWATSCO INC
9,637$4.2B0.48%
58
BRBROADRIDGE FINL SOLUTIONS IN
20,060$4.1B0.47%
59
CEGCONSTELLATION ENERGY CORP
21,389$4.0B0.46%
60
PEOEXELON CORP
87,070$3.3B0.38%
61
CVXCHEVRON CORP NEW
20,712$3.3B0.38%
62
TMOTHERMO FISHER SCIENTIFIC INC
5,232$3.0B0.35%
63
IWRISHARES TR
35,464$3.0B0.34%
64
LOWLOWES COS INC
11,556$2.9B0.34%
65
SPYSPDR S&P 500 ETF TR
5,623$2.9B0.34%
66
APTVAPTIV PLC
35,732$2.8B0.33%
67
XHLFBONDBLOXX ETF TRUST
56,088$2.8B0.33%
68
PGPROCTER AND GAMBLE CO
16,436$2.7B0.31%
69
IWFISHARES TR
7,888$2.7B0.31%
70
WCNWASTE CONNECTIONS INC
14,671$2.5B0.29%
71
DYHTARGET CORP
14,157$2.5B0.29%
72
EOGEOG RES INC
18,618$2.4B0.27%
73
ROLROLLINS INC
50,965$2.4B0.27%
74
JNJJOHNSON & JOHNSON
14,440$2.3B0.26%
75
BRK-BBERKSHIRE HATHAWAY INC DEL
3$1.9B0.22%
76
VTEBVANGUARD MUN BD FDS
36,300$1.8B0.21%
77
MNSTMONSTER BEVERAGE CORP NEW
30,753$1.8B0.21%
78
PSAPUBLIC STORAGE
6,280$1.8B0.21%
79
UNPUNION PAC CORP
7,267$1.8B0.21%
80
LRCXEURLAM RESEARCH CORP
1,758$1.7B0.20%
81
VGITVANGUARD SCOTTSDALE FDS
28,570$1.7B0.19%
82
NKENIKE INC
17,714$1.7B0.19%
83
PNCPNC FINL SVCS GROUP INC
10,227$1.7B0.19%
84
MAMASTERCARD INCORPORATED
3,253$1.6B0.18%
85
ZTSZOETIS INC
9,251$1.6B0.18%
86
AVYAVERY DENNISON CORP
6,740$1.5B0.17%
87
HEQTSIMPLIFY EXCHANGE TRADED FUN
53,285$1.4B0.16%
88
IWMISHARES TR
6,673$1.4B0.16%
89
MDYSPDR S&P MIDCAP 400 ETF TR
2,461$1.4B0.16%
90
ADPAUTOMATIC DATA PROCESSING IN
5,398$1.3B0.16%
91
NVDANVIDIA CORPORATION
1,466$1.3B0.15%
92
VLTOVERALTO CORP
13,180$1.2B0.13%
93
RTXRTX CORPORATION
11,658$1.1B0.13%
94
IWDISHARES TR
5,816$1.0B0.12%
95
XPOXPO INC
8,530$1.0B0.12%
96
PAYXPAYCHEX INC
7,440$913.6M0.11%
97
FISFIDELITY NATL INFORMATION SV
11,974$888.2M0.10%
98
ARRYARRAY TECHNOLOGIES INC
58,710$875.4M0.10%
99
NOCNORTHROP GRUMMAN CORP
1,770$847.2M0.10%
100
BLKCHFBLACKROCK INC
970$808.7M0.09%
Page 1 of 2Next