MIDDLETON & CO INC/MA Q2 2022 Filing

Filed July 21, 2022

Portfolio Value

$780.5M

Holdings

152

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (152 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
353,930$48.4M6.20%
2
AMZNAMAZON COM INC
330,552$35.1M4.50%
3
GOOGLALPHABET INC
14,285$31.1M3.99%
4
DHRDANAHER CORPORATION
95,340$24.2M3.10%
5
VVISA INC
107,603$21.2M2.71%
6
AMTAMERICAN TOWER CORP NEW
75,694$19.3M2.48%
7
IVVISHARES TR
50,422$19.1M2.45%
8
UNHUNITEDHEALTH GROUP INC
35,208$18.1M2.32%
9
ORLYOREILLY AUTOMOTIVE INC
27,905$17.6M2.26%
10
COSTCOSTCO WHSL CORP NEW
35,222$16.9M2.16%
11
MSFTMICROSOFT CORP
65,711$16.9M2.16%
12
ABBVABBVIE INC
105,617$16.2M2.07%
13
JPMJPMORGAN CHASE & CO
126,520$14.2M1.83%
14
CRMSALESFORCE INC
85,894$14.2M1.82%
15
NEENEXTERA ENERGY INC
176,478$13.7M1.75%
16
MRKMERCK & CO INC
147,928$13.5M1.73%
17
STESTERIS PLC
64,479$13.3M1.70%
18
BACVERIZON COMMUNICATIONS INC
254,354$12.9M1.65%
19
ELLAUDER ESTEE COS INC
48,238$12.3M1.57%
20
QCOMQUALCOMM INC
95,587$12.2M1.56%
21
IQVIQVIA HLDGS INC
54,989$11.9M1.53%
22
VRSKVERISK ANALYTICS INC
65,968$11.4M1.46%
23
INTUINTUIT
29,603$11.4M1.46%
24
ADBEADOBE SYSTEMS INCORPORATED
30,890$11.3M1.45%
25
NOWSERVICENOW INC
23,661$11.3M1.44%
26
XOMEXXON MOBIL CORP
126,990$10.9M1.39%
27
FRCBFIRST REP BK SAN FRANCISCO C
75,275$10.9M1.39%
28
SPGIS&P GLOBAL INC
31,945$10.8M1.38%
29
METAMETA PLATFORMS INC
65,380$10.5M1.35%
30
MDLZMONDELEZ INTL INC
150,369$9.3M1.20%
31
BRK/BBERKSHIRE HATHAWAY INC DEL
31,300$8.5M1.09%
32
EQIXEQUINIX INC
12,590$8.3M1.06%
33
SBUXSTARBUCKS CORP
108,245$8.3M1.06%
34
IJRISHARES TR
87,763$8.1M1.04%
35
ROPROPER TECHNOLOGIES INC
20,018$7.9M1.01%
36
AVGOBROADCOM INC
16,046$7.8M1.00%
37
RNRRENAISSANCERE HLDGS LTD
48,552$7.6M0.97%
38
SIVBEURSVB FINANCIAL GROUP
18,762$7.4M0.95%
39
MSCIMSCI INC
17,464$7.2M0.92%
40
PEPPEPSICO INC
42,507$7.1M0.91%
41
FISVFISERV INC
75,327$6.7M0.86%
42
SYKSTRYKER CORPORATION
32,418$6.4M0.83%
43
ECLECOLAB INC
41,788$6.4M0.82%
44
FTVFORTIVE CORP
117,705$6.4M0.82%
45
TMOTHERMO FISHER SCIENTIFIC INC
11,673$6.3M0.81%
46
HDHOME DEPOT INC
22,817$6.3M0.80%
47
ABTABBOTT LABS
55,909$6.1M0.78%
48
ODFLOLD DOMINION FREIGHT LINE IN
22,492$5.8M0.74%
49
PANWPALO ALTO NETWORKS INC
11,486$5.7M0.73%
50
GOOGALPHABET INC
2,564$5.6M0.72%
51
IJHISHARES TR
24,540$5.6M0.71%
52
XYLXYLEM INC
70,964$5.5M0.71%
53
PYPLPAYPAL HLDGS INC
74,876$5.2M0.67%
54
BRBROADRIDGE FINL SOLUTIONS IN
35,975$5.1M0.66%
55
CBCHUBB LIMITED
23,910$4.7M0.60%
56
DHR 5 04/15/23 BDANAHER CORPORATION
3,320$4.4M0.56%
57
APTVAPTIV PLC
49,161$4.4M0.56%
58
OTISOTIS WORLDWIDE CORP
52,131$3.7M0.47%
59
PEOEXELON CORP
77,524$3.5M0.45%
60
RTXRAYTHEON TECHNOLOGIES CORP
35,802$3.4M0.44%
61
DISDISNEY WALT CO
35,377$3.3M0.43%
62
LWLAMB WESTON HLDGS INC
44,868$3.2M0.41%
63
IWRISHARES TR
48,809$3.2M0.40%
64
BACBK OF AMERICA CORP
94,357$2.9M0.38%
65
JNJJOHNSON & JOHNSON
16,486$2.9M0.37%
66
CVXCHEVRON CORP NEW
20,132$2.9M0.37%
67
PNCPNC FINL SVCS GROUP INC
18,386$2.9M0.37%
68
WSOWATSCO INC
11,280$2.7M0.35%
69
FISFIDELITY NATL INFORMATION SV
29,189$2.7M0.34%
70
PGPROCTER AND GAMBLE CO
18,228$2.6M0.34%
71
SPYSPDR S&P 500 ETF TR
6,568$2.5M0.32%
72
TTENTOTALENERGIES SE
46,783$2.5M0.32%
73
LOWLOWES COS INC
12,273$2.1M0.27%
74
NKENIKE INC
20,370$2.1M0.27%
75
IWFISHARES TR
8,292$1.8M0.23%
76
PSAPUBLIC STORAGE
5,715$1.8M0.23%
77
LINLINDE PLC
6,150$1.8M0.23%
78
WCNWASTE CONNECTIONS INC
13,965$1.7M0.22%
79
EOGEOG RES INC
15,360$1.7M0.22%
80
UNPUNION PAC CORP
7,756$1.7M0.21%
81
IWMISHARES TR
9,565$1.6M0.21%
82
VEUVANGUARD INTL EQUITY INDEX F
31,621$1.6M0.20%
83
PAYXPAYCHEX INC
13,387$1.5M0.20%
84
CLCOLGATE PALMOLIVE CO
18,970$1.5M0.19%
85
VWOVANGUARD INTL EQUITY INDEX F
36,442$1.5M0.19%
86
BLKCHFBLACKROCK INC
2,444$1.5M0.19%
87
EEMISHARES TR
34,740$1.4M0.18%
88
CVSCVS HEALTH CORP
14,953$1.4M0.18%
89
PFEPFIZER INC
25,110$1.3M0.17%
90
SYYSYSCO CORP
15,328$1.3M0.17%
91
CEGCONSTELLATION ENERGY CORP
22,400$1.3M0.16%
92
MDYSPDR S&P MIDCAP 400 ETF TR
3,071$1.3M0.16%
93
AVYAVERY DENNISON CORP
7,708$1.2M0.16%
94
BRK-BBERKSHIRE HATHAWAY INC DEL
3$1.2M0.16%
95
ADPAUTOMATIC DATA PROCESSING IN
5,649$1.2M0.15%
96
EFAISHARES TR
17,635$1.1M0.14%
97
INTCINTEL CORP
29,281$1.1M0.14%
98
MAMASTERCARD INCORPORATED
3,133$988K0.13%
99
APDAIR PRODS & CHEMS INC
4,093$984K0.13%
100
HHYATT HOTELS CORP
12,791$945K0.12%
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