MIDDLETON & CO INC/MA Q2 2018 Filing

Filed July 26, 2018

Portfolio Value

$584.3M

Holdings

149

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (149 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
18,566$31.6M5.40%
2
AAPLAPPLE INC
128,683$23.8M4.08%
3
GOOGLALPHABET INC
15,467$17.5M2.99%
4
VVISA INC
116,770$15.5M2.65%
5
CRMSALESFORCE COM INC
109,135$14.9M2.55%
6
METAFACEBOOK INC
76,432$14.9M2.54%
7
DHRDANAHER CORP DEL
149,653$14.8M2.53%
8
JPMJPMORGAN CHASE & CO
126,644$13.2M2.26%
9
ABBVABBVIE INC
137,436$12.7M2.18%
10
XOMEXXON MOBIL CORP
149,541$12.4M2.12%
11
UTXZUNITED TECHNOLOGIES CORP
90,526$11.3M1.94%
12
COSTCOSTCO WHSL CORP NEW
49,738$10.4M1.78%
13
ORLYO REILLY AUTOMOTIVE INC NEW
37,623$10.3M1.76%
14
MRKMERCK & CO INC
165,267$10.0M1.72%
15
AMTAMERICAN TOWER CORP NEW
69,161$10.0M1.71%
16
BRBROADRIDGE FINL SOLUTIONS IN
82,581$9.5M1.63%
17
BACVERIZON COMMUNICATIONS INC
187,830$9.4M1.62%
18
FTVFORTIVE CORP
117,789$9.1M1.55%
19
BKNGBOOKING HLDGS INC
4,319$8.8M1.50%
20
CDKCDK GLOBAL INC
131,613$8.6M1.47%
21
IJRISHARES TR
100,374$8.4M1.43%
22
VRSKVERISK ANALYTICS INC
77,649$8.4M1.43%
23
ROPROPER TECHNOLOGIES INC
30,151$8.3M1.42%
24
ADBEADOBE SYS INC
33,975$8.3M1.42%
25
HDHOME DEPOT INC
41,141$8.0M1.37%
26
BRK/BBERKSHIRE HATHAWAY INC DEL
42,706$8.0M1.36%
27
RNRRENAISSANCERE HOLDINGS LTD
64,567$7.8M1.33%
28
ELLAUDER ESTEE COS INC
54,270$7.7M1.33%
29
STERIS PLC
72,596$7.6M1.30%
30
IHS MARKIT LTD
138,335$7.1M1.22%
31
SBUXSTARBUCKS CORP
141,230$6.9M1.18%
32
CBCHUBB LIMITED
54,112$6.9M1.18%
33
BLKCHFBLACKROCK INC
13,597$6.8M1.16%
34
EQIXEQUINIX INC
15,689$6.7M1.15%
35
UNHUNITEDHEALTH GROUP INC
26,973$6.6M1.13%
36
MDLZMONDELEZ INTL INC
146,688$6.0M1.03%
37
QCOMQUALCOMM INC
106,388$6.0M1.02%
38
TRVCCITIGROUP INC
88,300$5.9M1.01%
39
IJHISHARES TR
29,115$5.7M0.97%
40
MSFTMICROSOFT CORP
55,349$5.5M0.93%
41
ECLECOLAB INC
38,284$5.4M0.92%
42
IVVISHARES TR
18,510$5.1M0.86%
43
CVXCHEVRON CORP NEW
39,613$5.0M0.86%
44
SLBSCHLUMBERGER LTD
74,224$5.0M0.85%
45
CLCOLGATE PALMOLIVE CO
76,373$5.0M0.85%
46
NEENEXTERA ENERGY INC
28,244$4.7M0.81%
47
INTUINTUIT
22,621$4.6M0.79%
48
JNJJOHNSON & JOHNSON
37,019$4.5M0.77%
49
PEPPEPSICO INC
41,234$4.5M0.77%
50
GOOGALPHABET INC
3,341$3.7M0.64%
51
SYKSTRYKER CORP
22,065$3.7M0.64%
52
SPYSPDR S&P 500 ETF TR
13,357$3.6M0.62%
53
FISFIDELITY NATL INFORMATION SV
33,502$3.6M0.61%
54
USBUS BANCORP DEL
69,187$3.5M0.59%
55
BACBANK AMER CORP
122,178$3.4M0.59%
56
EOGEOG RES INC
27,272$3.4M0.58%
57
SJMSMUCKER J M CO
30,952$3.3M0.57%
58
LOWLOWES COS INC
32,448$3.1M0.53%
59
IWRISHARES TR
14,565$3.1M0.53%
60
PNCPNC FINL SVCS GROUP INC
22,457$3.0M0.52%
61
PEOEXELON CORP
68,919$2.9M0.50%
62
ABTABBOTT LABS
46,813$2.9M0.49%
63
DISDISNEY WALT CO
24,743$2.6M0.44%
64
MCKMCKESSON CORP
19,020$2.5M0.43%
65
NKENIKE INC
31,631$2.5M0.43%
66
SIVBEURSVB FINL GROUP
8,436$2.4M0.42%
67
AVGOBROADCOM INC
9,751$2.4M0.40%
68
TMOTHERMO FISHER SCIENTIFIC INC
10,873$2.3M0.39%
69
VWOVANGUARD INTL EQUITY INDEX F
51,174$2.2M0.37%
70
PXGBXPRAXAIR INC
12,355$2.0M0.33%
71
PGPROCTER AND GAMBLE CO
24,946$1.9M0.33%
72
WSOWATSCO INC
10,830$1.9M0.33%
73
EFAISHARES TR
28,547$1.9M0.33%
74
PFEPFIZER INC
52,459$1.9M0.33%
75
CVSCVS HEALTH CORP
28,714$1.8M0.32%
76
IWMISHARES TR
10,830$1.8M0.30%
77
TIFEURTIFFANY & CO NEW
13,260$1.7M0.30%
78
EEMISHARES TR
40,077$1.7M0.30%
79
KHCKRAFT HEINZ CO
27,587$1.7M0.30%
80
INTCINTEL CORP
34,647$1.7M0.29%
81
ORCLORACLE CORP
37,318$1.6M0.28%
82
GSGOLDMAN SACHS GROUP INC
7,270$1.6M0.27%
83
VEUVANGUARD INTL EQUITY INDEX F
30,450$1.6M0.27%
84
HONHONEYWELL INTL INC
10,024$1.4M0.25%
85
NOCNORTHROP GRUMMAN CORP
4,651$1.4M0.24%
86
GILDGILEAD SCIENCES INC
19,469$1.4M0.24%
87
AVYAVERY DENNISON CORP
13,035$1.3M0.23%
88
PAYXPAYCHEX INC
19,298$1.3M0.23%
89
IWFISHARES TR
8,748$1.3M0.22%
90
TTENTOTAL S A
19,183$1.2M0.20%
91
ACNACCENTURE PLC IRELAND
7,040$1.2M0.20%
92
WFCWELLS FARGO CO NEW
20,352$1.1M0.19%
93
ILMNILLUMINA INC
4,024$1.1M0.19%
94
MDYSPDR S&P MIDCAP 400 ETF TR
3,091$1.1M0.19%
95
UNPUNION PAC CORP
7,679$1.1M0.19%
96
IBERIABANK CORP
13,800$1.0M0.18%
97
AXPAMERICAN EXPRESS CO
10,350$1.0M0.17%
98
UPSUNITED PARCEL SERVICE INC
9,425$1.0M0.17%
99
PANWPALO ALTO NETWORKS INC
4,866$1.0M0.17%
100
TJXTJX COS INC NEW
10,265$977K0.17%
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