MIDDLETON & CO INC/MA Q2 2021 Filing

Filed August 13, 2021

Portfolio Value

$922.6M

Holdings

155

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (155 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
16,518$56.8M6.16%
2
AAPLAPPLE INC
386,225$52.9M5.73%
3
GOOGLALPHABET INC
14,039$34.3M3.72%
4
DHRDANAHER CORPORATION
100,561$27.0M2.92%
5
VVISA INC
112,664$26.3M2.86%
6
METAFACEBOOK INC
66,531$23.1M2.51%
7
IVVISHARES TR
52,384$22.5M2.44%
8
PYPLPAYPAL HLDGS INC
75,053$21.9M2.37%
9
CRMSALESFORCE COM INC
88,891$21.7M2.35%
10
AMTAMERICAN TOWER CORP NEW
76,301$20.6M2.23%
11
JPMJPMORGAN CHASE & CO
127,870$19.9M2.16%
12
ADBEADOBE SYSTEMS INCORPORATED
32,040$18.8M2.03%
13
ORLYOREILLY AUTOMOTIVE INC
32,643$18.5M2.00%
14
MSFTMICROSOFT CORP
59,721$16.2M1.75%
15
UNHUNITEDHEALTH GROUP INC
40,062$16.0M1.74%
16
ELLAUDER ESTEE COS INC
48,068$15.3M1.66%
17
IHS MARKIT LTD
133,619$15.1M1.63%
18
COSTCOSTCO WHSL CORP NEW
37,853$15.0M1.62%
19
INTUINTUIT
29,403$14.4M1.56%
20
ABBVABBVIE INC
124,379$14.0M1.52%
21
STESTERIS PLC
66,776$13.8M1.49%
22
IQVIQVIA HLDGS INC
56,424$13.7M1.48%
23
BACVERIZON COMMUNICATIONS INC
243,192$13.6M1.48%
24
FRCBFIRST REP BK SAN FRANCISCO C
70,421$13.2M1.43%
25
QCOMQUALCOMM INC
92,213$13.2M1.43%
26
SBUXSTARBUCKS CORP
112,727$12.6M1.37%
27
VRSKVERISK ANALYTICS INC
70,693$12.4M1.34%
28
NEENEXTERA ENERGY INC
168,359$12.3M1.34%
29
MRKMERCK & CO INC
150,630$11.7M1.27%
30
NOWSERVICENOW INC
20,952$11.5M1.25%
31
BRK/BBERKSHIRE HATHAWAY INC DEL
40,356$11.2M1.22%
32
IJRISHARES TR
92,114$10.4M1.13%
33
ROPROPER TECHNOLOGIES INC
20,908$9.8M1.07%
34
EQIXEQUINIX INC
12,204$9.8M1.06%
35
MDLZMONDELEZ INTL INC
156,616$9.8M1.06%
36
MSCIMSCI INC
17,325$9.2M1.00%
37
BRBROADRIDGE FINL SOLUTIONS IN
55,880$9.0M0.98%
38
ECLECOLAB INC
43,012$8.9M0.96%
39
SYKSTRYKER CORPORATION
33,299$8.6M0.94%
40
RNRRENAISSANCERE HLDGS LTD
57,914$8.6M0.93%
41
XOMEXXON MOBIL CORP
127,248$8.0M0.87%
42
FTVFORTIVE CORP
113,467$7.9M0.86%
43
HDHOME DEPOT INC
24,744$7.9M0.86%
44
XYLXYLEM INC
65,231$7.8M0.85%
45
OTISOTIS WORLDWIDE CORP
84,842$6.9M0.75%
46
ABTABBOTT LABS
58,225$6.8M0.73%
47
IJHISHARES TR
25,064$6.7M0.73%
48
PEPPEPSICO INC
44,694$6.6M0.72%
49
FISVFISERV INC
59,939$6.4M0.69%
50
GOOGALPHABET INC
2,555$6.4M0.69%
51
DISDISNEY WALT CO
34,875$6.1M0.66%
52
SIVBEURSVB FINANCIAL GROUP
10,812$6.0M0.65%
53
TMOTHERMO FISHER SCIENTIFIC INC
11,837$6.0M0.65%
54
FISFIDELITY NATL INFORMATION SV
37,636$5.3M0.58%
55
ODFLOLD DOMINION FREIGHT LINE IN
19,171$4.9M0.53%
56
BACBK OF AMERICA CORP
103,079$4.3M0.46%
57
PANWPALO ALTO NETWORKS INC
11,155$4.1M0.45%
58
IWRISHARES TR
51,955$4.1M0.45%
59
AVYAVERY DENNISON CORP
18,987$4.0M0.43%
60
CBCHUBB LIMITED
24,949$4.0M0.43%
61
LWLAMB WESTON HLDGS INC
48,983$4.0M0.43%
62
VFCV F CORP
47,910$3.9M0.43%
63
PNCPNC FINL SVCS GROUP INC
19,705$3.8M0.41%
64
WSOWATSCO INC
12,495$3.6M0.39%
65
AVGOBROADCOM INC
7,444$3.5M0.38%
66
PEOEXELON CORP
79,926$3.5M0.38%
67
TRVCCITIGROUP INC
46,350$3.3M0.36%
68
NKENIKE INC
21,170$3.3M0.35%
69
SPYSPDR S&P 500 ETF TR
6,879$2.9M0.32%
70
LOWLOWES COS INC
14,209$2.8M0.30%
71
JNJJOHNSON & JOHNSON
16,378$2.7M0.29%
72
PGPROCTER AND GAMBLE CO
19,104$2.6M0.28%
73
CVXCHEVRON CORP NEW
24,354$2.6M0.28%
74
IWFISHARES TR
8,553$2.3M0.25%
75
VWOVANGUARD INTL EQUITY INDEX F
42,252$2.3M0.25%
76
EEMISHARES TR
40,535$2.2M0.24%
77
IWMISHARES TR
9,745$2.2M0.24%
78
BLKCHFBLACKROCK INC
2,516$2.2M0.24%
79
VEUVANGUARD INTL EQUITY INDEX F
32,000$2.0M0.22%
80
PSAPUBLIC STORAGE
6,730$2.0M0.22%
81
LINLINDE PLC
6,351$1.8M0.20%
82
CVSCVS HEALTH CORP
21,509$1.8M0.19%
83
INTCINTEL CORP
31,390$1.8M0.19%
84
WCNWASTE CONNECTIONS INC
14,669$1.8M0.19%
85
CLCOLGATE PALMOLIVE CO
21,305$1.7M0.19%
86
PAYXPAYCHEX INC
16,117$1.7M0.19%
87
EFAISHARES TR
20,535$1.6M0.18%
88
MDYSPDR S&P MIDCAP 400 ETF TR
3,091$1.5M0.16%
89
HONHONEYWELL INTL INC
6,569$1.4M0.16%
90
EOGEOG RES INC
17,010$1.4M0.15%
91
VEAVANGUARD TAX-MANAGED INTL FD
25,719$1.3M0.14%
92
LRCXEURLAM RESEARCH CORP
1,957$1.3M0.14%
93
ILMNILLUMINA INC
2,690$1.3M0.14%
94
BRK-BBERKSHIRE HATHAWAY INC DEL
3$1.3M0.14%
95
UNPUNION PAC CORP
5,449$1.2M0.13%
96
APDAIR PRODS & CHEMS INC
3,904$1.1M0.12%
97
MAMASTERCARD INCORPORATED
3,066$1.1M0.12%
98
ADPAUTOMATIC DATA PROCESSING IN
4,894$972K0.11%
99
SYYSYSCO CORP
12,453$968K0.10%
100
IWDISHARES TR
6,016$954K0.10%
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