MIDDLETON & CO INC/MA Q2 2019 Filing

Filed July 25, 2019

Portfolio Value

$645.1M

Holdings

138

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (138 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
19,072$36.1M5.60%
2
AAPLAPPLE INC
124,190$24.6M3.81%
3
VVISA INC
125,363$21.8M3.37%
4
DHRDANAHER CORPORATION
139,216$19.9M3.08%
5
GOOGLALPHABET INC
14,763$16.0M2.48%
6
CRMSALESFORCE COM INC
100,211$15.2M2.36%
7
JPMJPMORGAN CHASE & CO
129,348$14.5M2.24%
8
METAFACEBOOK INC
72,078$13.9M2.16%
9
AMTAMERICAN TOWER CORP NEW
66,739$13.6M2.12%
10
MRKMERCK & CO INC
160,456$13.5M2.09%
11
ORLYO REILLY AUTOMOTIVE INC NEW
36,272$13.4M2.08%
12
UTXZUNITED TECHNOLOGIES CORP
92,024$12.0M1.86%
13
VRSKVERISK ANALYTICS INC
81,443$11.9M1.85%
14
COSTCOSTCO WHSL CORP NEW
44,797$11.8M1.84%
15
RNRRENAISSANCERE HOLDINGS LTD
64,150$11.4M1.77%
16
BACVERIZON COMMUNICATIONS INC
198,344$11.3M1.76%
17
BRK/BBERKSHIRE HATHAWAY INC DEL
52,772$11.2M1.74%
18
SBUXSTARBUCKS CORP
133,024$11.2M1.73%
19
ADBEADOBE INC
37,670$11.1M1.72%
20
XOMEXXON MOBIL CORP
139,005$10.7M1.65%
21
STESTERIS PLC
70,490$10.5M1.63%
22
ELLAUDER ESTEE COS INC
56,233$10.3M1.60%
23
IHS MARKIT LTD
161,252$10.3M1.59%
24
ABBVABBVIE INC
137,533$10.0M1.55%
25
BRBROADRIDGE FINL SOLUTIONS IN
75,004$9.6M1.48%
26
ROPROPER TECHNOLOGIES INC
26,087$9.6M1.48%
27
UNHUNITEDHEALTH GROUP INC
38,133$9.3M1.44%
28
CBCHUBB LIMITED
59,590$8.8M1.36%
29
NEENEXTERA ENERGY INC
42,741$8.8M1.36%
30
FTVFORTIVE CORP
103,536$8.4M1.31%
31
MDLZMONDELEZ INTL INC
154,788$8.3M1.29%
32
ECLECOLAB INC
41,001$8.1M1.25%
33
QCOMQUALCOMM INC
106,274$8.1M1.25%
34
BKNGBOOKING HLDGS INC
4,117$7.7M1.20%
35
IJRISHARES TR
98,209$7.7M1.19%
36
MSFTMICROSOFT CORP
52,039$7.0M1.08%
37
HDHOME DEPOT INC
32,131$6.7M1.04%
38
PEPPEPSICO INC
50,366$6.6M1.02%
39
CDKCDK GLOBAL INC
132,879$6.6M1.02%
40
EQIXEQUINIX INC
12,954$6.5M1.01%
41
CLCOLGATE PALMOLIVE CO
80,735$5.8M0.90%
42
TRVCCITIGROUP INC
78,771$5.5M0.86%
43
IVVISHARES TR
18,670$5.5M0.85%
44
IJHISHARES TR
27,591$5.4M0.83%
45
BLKCHFBLACKROCK INC
11,118$5.2M0.81%
46
INTUINTUIT
19,240$5.0M0.78%
47
PYPLPAYPAL HLDGS INC
43,724$5.0M0.78%
48
ABTABBOTT LABS
59,076$5.0M0.77%
49
SYKSTRYKER CORP
23,587$4.8M0.75%
50
JNJJOHNSON & JOHNSON
34,337$4.8M0.74%
51
FISFIDELITY NATL INFORMATION SV
38,245$4.7M0.73%
52
CVXCHEVRON CORP NEW
37,292$4.6M0.72%
53
IQVIQVIA HLDGS INC
26,600$4.3M0.66%
54
SJMSMUCKER J M CO
33,379$3.8M0.60%
55
DISDISNEY WALT CO
27,531$3.8M0.60%
56
GOOGALPHABET INC
3,254$3.5M0.55%
57
IWRISHARES TR
59,895$3.3M0.52%
58
BACBANK AMER CORP
111,620$3.2M0.50%
59
SPYSPDR S&P 500 ETF TR
10,922$3.2M0.50%
60
PEOEXELON CORP
65,952$3.2M0.49%
61
TMOTHERMO FISHER SCIENTIFIC INC
10,120$3.0M0.46%
62
PNCPNC FINL SVCS GROUP INC
21,240$2.9M0.45%
63
EOGEOG RES INC
28,852$2.7M0.42%
64
PGPROCTER AND GAMBLE CO
24,349$2.7M0.41%
65
LOWLOWES COS INC
24,644$2.5M0.39%
66
NKENIKE INC
29,012$2.4M0.38%
67
SIVBEURSVB FINL GROUP
10,085$2.3M0.35%
68
CVSCVS HEALTH CORP
38,020$2.1M0.32%
69
USBUS BANCORP DEL
39,278$2.1M0.32%
70
PFEPFIZER INC
47,411$2.1M0.32%
71
AVGOBROADCOM INC
7,131$2.1M0.32%
72
LINLINDE PLC
10,187$2.0M0.32%
73
WSOWATSCO INC
12,105$2.0M0.31%
74
ILMNILLUMINA INC
5,209$1.9M0.30%
75
SLBSCHLUMBERGER LTD
46,748$1.9M0.29%
76
VWOVANGUARD INTL EQUITY INDEX F
42,455$1.8M0.28%
77
IWMISHARES TR
10,833$1.7M0.26%
78
PANWPALO ALTO NETWORKS INC
8,225$1.7M0.26%
79
INTCINTEL CORP
34,028$1.6M0.25%
80
EEMISHARES TR
37,885$1.6M0.25%
81
HONHONEYWELL INTL INC
8,920$1.6M0.24%
82
EFAISHARES TR
23,555$1.5M0.24%
83
VEUVANGUARD INTL EQUITY INDEX F
30,265$1.5M0.24%
84
IWFISHARES TR
9,551$1.5M0.23%
85
PAYXPAYCHEX INC
17,307$1.4M0.22%
86
AVYAVERY DENNISON CORP
12,125$1.4M0.22%
87
BRK-BBERKSHIRE HATHAWAY INC DEL
4$1.3M0.20%
88
XPOXPO LOGISTICS INC
20,385$1.2M0.18%
89
MCKMCKESSON CORP
8,669$1.2M0.18%
90
TTENTOTAL S A
19,985$1.1M0.17%
91
MDYSPDR S&P MIDCAP 400 ETF TR
3,091$1.1M0.17%
92
UNPUNION PACIFIC CORP
6,463$1.1M0.17%
93
LWLAMB WESTON HLDGS INC
16,290$1.0M0.16%
94
APDAIR PRODS & CHEMS INC
4,515$1.0M0.16%
95
NOCNORTHROP GRUMMAN CORP
2,906$939K0.15%
96
IBERIABANK CORP
12,380$939K0.15%
97
MAMASTERCARD INC
3,244$858K0.13%
98
ADPAUTOMATIC DATA PROCESSING IN
5,171$855K0.13%
99
WFCWELLS FARGO CO NEW
16,897$800K0.12%
100
KOCOCA COLA CO
15,283$778K0.12%
Page 1 of 2Next