MIDDLETON & CO INC/MA Q2 2020 Filing

Filed July 28, 2020

Portfolio Value

$694.3M

Holdings

144

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (144 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
18,611$51.3M7.40%
2
AAPLAPPLE INC
110,030$40.1M5.78%
3
VVISA INC
123,910$23.9M3.45%
4
DHRDANAHER CORPORATION
120,126$21.2M3.06%
5
GOOGLALPHABET INC
14,573$20.7M2.98%
6
AMTAMERICAN TOWER CORP NEW
70,968$18.3M2.64%
7
CRMSALESFORCE COM INC
97,902$18.3M2.64%
8
METAFACEBOOK INC
74,494$16.9M2.44%
9
ADBEADOBE INC
37,677$16.4M2.36%
10
ORLYOREILLY AUTOMOTIVE INC
34,689$14.6M2.11%
11
PYPLPAYPAL HLDGS INC
80,404$14.0M2.02%
12
COSTCOSTCO WHSL CORP NEW
44,945$13.6M1.96%
13
VRSKVERISK ANALYTICS INC
77,684$13.2M1.90%
14
ABBVABBVIE INC
131,616$12.9M1.86%
15
UNHUNITEDHEALTH GROUP INC
43,355$12.8M1.84%
16
BACVERIZON COMMUNICATIONS INC
218,634$12.1M1.74%
17
MRKMERCK & CO. INC
154,597$12.0M1.72%
18
JPMJPMORGAN CHASE & CO
125,008$11.8M1.69%
19
IHS MARKIT LTD
153,026$11.6M1.66%
20
RNRRENAISSANCERE HOLDINGS LTD
61,259$10.5M1.51%
21
STESTERIS PLC
66,706$10.2M1.47%
22
ELLAUDER ESTEE COS INC
53,974$10.2M1.47%
23
BRBROADRIDGE FINL SOLUTIONS IN
79,940$10.1M1.45%
24
MSFTMICROSOFT CORP
49,536$10.1M1.45%
25
NEENEXTERA ENERGY INC
41,312$9.9M1.43%
26
ROPROPER TECHNOLOGIES INC
24,606$9.6M1.38%
27
SBUXSTARBUCKS CORP
123,424$9.1M1.31%
28
EQIXEQUINIX INC
12,900$9.1M1.30%
29
QCOMQUALCOMM INC
98,313$9.0M1.29%
30
BRK/BBERKSHIRE HATHAWAY INC DEL
49,502$8.8M1.27%
31
IQVIQVIA HLDGS INC
58,539$8.3M1.20%
32
FTVFORTIVE CORP
120,710$8.2M1.18%
33
MDLZMONDELEZ INTL INC
157,422$8.0M1.16%
34
ECLECOLAB INC
40,455$8.0M1.16%
35
INTUINTUIT
26,029$7.7M1.11%
36
HDHOME DEPOT INC
29,326$7.3M1.06%
37
PEPPEPSICO INC
45,984$6.1M0.88%
38
IJRISHARES TR
86,451$5.9M0.85%
39
FISFIDELITY NATL INFORMATION SV
42,051$5.6M0.81%
40
FRCBFIRST REP BK SAN FRANCISCO C
53,058$5.6M0.81%
41
ABTABBOTT LABS
61,411$5.6M0.81%
42
CBCHUBB LIMITED
43,542$5.5M0.79%
43
XOMEXXON MOBIL CORP
116,429$5.2M0.75%
44
SYKSTRYKER CORPORATION
28,039$5.1M0.73%
45
IJHISHARES TR
27,746$4.9M0.71%
46
IVVISHARES TR
14,875$4.6M0.66%
47
GOOGALPHABET INC
3,058$4.3M0.62%
48
CDKCDK GLOBAL INC
87,446$3.6M0.52%
49
DISDISNEY WALT CO
32,213$3.6M0.52%
50
RTXRAYTHEON TECHNOLOGIES CORP
57,468$3.5M0.51%
51
LWLAMB WESTON HLDGS INC
53,754$3.4M0.49%
52
TMOTHERMO FISHER SCIENTIFIC INC
9,401$3.4M0.49%
53
BKNGBOOKING HOLDINGS INC
2,042$3.3M0.47%
54
CLCOLGATE PALMOLIVE CO
43,982$3.2M0.46%
55
TRVCCITIGROUP INC
62,547$3.2M0.46%
56
SJMSMUCKER J M CO
28,462$3.0M0.43%
57
IWRISHARES TR
55,800$3.0M0.43%
58
CVXCHEVRON CORP NEW
33,301$3.0M0.43%
59
XYLXYLEM INC
45,422$3.0M0.43%
60
NOWSERVICENOW INC
6,865$2.8M0.40%
61
PEOEXELON CORP
75,245$2.7M0.39%
62
SPYSPDR S&P 500 ETF TR
8,650$2.7M0.38%
63
WSOWATSCO INC
14,395$2.6M0.37%
64
AVYAVERY DENNISON CORP
22,229$2.5M0.37%
65
NKENIKE INC
25,351$2.5M0.36%
66
OTISOTIS WORLDWIDE CORP
43,417$2.5M0.36%
67
PGPROCTER AND GAMBLE CO
20,588$2.5M0.35%
68
LOWLOWES COS INC
17,894$2.4M0.35%
69
MSCIMSCI INC
7,174$2.4M0.34%
70
AVGOBROADCOM INC
7,420$2.3M0.34%
71
BACBK OF AMERICA CORP
97,541$2.3M0.33%
72
JNJJOHNSON & JOHNSON
16,327$2.3M0.33%
73
PANWPALO ALTO NETWORKS INC
9,771$2.2M0.32%
74
CVSCVS HEALTH CORP
32,792$2.1M0.31%
75
PNCPNC FINL SVCS GROUP INC
20,068$2.1M0.30%
76
SIVBEURSVB FINANCIAL GROUP
9,326$2.0M0.29%
77
INTCINTEL CORP
33,062$2.0M0.28%
78
ILMNILLUMINA INC
5,098$1.9M0.27%
79
TTENTOTAL S.A.
44,570$1.7M0.25%
80
VWOVANGUARD INTL EQUITY INDEX F
41,960$1.7M0.24%
81
IWFISHARES TR
8,623$1.7M0.24%
82
VEUVANGUARD INTL EQUITY INDEX F
32,145$1.5M0.22%
83
IWMISHARES TR
10,133$1.5M0.21%
84
EEMISHARES TR
35,035$1.4M0.20%
85
LINLINDE PLC
6,570$1.4M0.20%
86
BLKCHFBLACKROCK INC
2,333$1.3M0.18%
87
PAYXPAYCHEX INC
16,752$1.3M0.18%
88
EFAISHARES TR
20,400$1.2M0.18%
89
HONHONEYWELL INTL INC
8,571$1.2M0.18%
90
EOGEOG RES INC
23,845$1.2M0.17%
91
WCNWASTE CONNECTIONS INC
12,497$1.2M0.17%
92
BRK-BBERKSHIRE HATHAWAY INC DEL
4$1.1M0.15%
93
MDYSPDR S&P MIDCAP 400 ETF TR
3,091$1.0M0.14%
94
APDAIR PRODS & CHEMS INC
3,895$940K0.14%
95
UNPUNION PAC CORP
5,523$934K0.13%
96
MAMASTERCARD INCORPORATED
3,104$918K0.13%
97
ADPAUTOMATIC DATA PROCESSING IN
5,101$759K0.11%
98
LRCXEURLAM RESEARCH CORP
2,053$664K0.10%
99
NOCNORTHROP GRUMMAN CORP
2,006$617K0.09%
100
XPOXPO LOGISTICS INC
7,920$612K0.09%
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