MIDDLETON & CO INC/MA Q2 2023 Filing

Filed July 28, 2023

Portfolio Value

$754.1B

Holdings

153

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (153 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
286,056$55.5B7.36%
2
AMZNAMAZON COM INC
288,604$37.6B4.99%
3
GOOGLALPHABET INC
258,845$31.0B4.11%
4
IVVISHARES TR
50,084$22.3B2.96%
5
DHRDANAHER CORPORATION
92,664$22.2B2.95%
6
MSFTMICROSOFT CORP
64,323$21.9B2.90%
7
VVISA INC
89,520$21.3B2.82%
8
ORLYOREILLY AUTOMOTIVE INC
18,595$17.8B2.36%
9
COSTCOSTCO WHSL CORP NEW
31,924$17.2B2.28%
10
MRKMERCK & CO INC
134,065$15.5B2.05%
11
UNHUNITEDHEALTH GROUP INC
29,135$14.0B1.86%
12
CRMSALESFORCE INC
65,815$13.9B1.84%
13
JPMJPMORGAN CHASE & CO
94,660$13.8B1.83%
14
AVGOBROADCOM INC
15,599$13.5B1.79%
15
XOMEXXON MOBIL CORP
123,040$13.2B1.75%
16
AMTAMERICAN TOWER CORP NEW
65,679$12.7B1.69%
17
ABBVABBVIE INC
91,870$12.4B1.64%
18
STESTERIS PLC
53,526$12.0B1.60%
19
VRSKVERISK ANALYTICS INC
53,256$12.0B1.60%
20
INTUINTUIT
25,862$11.8B1.57%
21
IQVIQVIA HLDGS INC
49,014$11.0B1.46%
22
QCOMQUALCOMM INC
92,189$11.0B1.46%
23
NEENEXTERA ENERGY INC
143,930$10.7B1.42%
24
VCSHVANGUARD SCOTTSDALE FDS
140,169$10.6B1.41%
25
NOWSERVICENOW INC
18,629$10.5B1.39%
26
SPGIS&P GLOBAL INC
25,828$10.4B1.37%
27
PANWPALO ALTO NETWORKS INC
40,206$10.3B1.36%
28
FTVFORTIVE CORP
137,169$10.3B1.36%
29
ADBEADOBE SYSTEMS INCORPORATED
19,951$9.8B1.29%
30
EQIXEQUINIX INC
12,321$9.7B1.28%
31
BRK/BBERKSHIRE HATHAWAY INC DEL
27,275$9.3B1.23%
32
XYLXYLEM INC
76,752$8.6B1.15%
33
ELLAUDER ESTEE COS INC
43,859$8.6B1.14%
34
MDLZMONDELEZ INTL INC
117,779$8.6B1.14%
35
IEFISHARES TR
87,650$8.5B1.12%
36
FISVFISERV INC
63,632$8.0B1.06%
37
SYKSTRYKER CORPORATION
25,917$7.9B1.05%
38
VGSHVANGUARD SCOTTSDALE FDS
130,134$7.5B1.00%
39
SBUXSTARBUCKS CORP
70,980$7.0B0.93%
40
ECLECOLAB INC
36,493$6.8B0.90%
41
USFRWISDOMTREE TR
129,652$6.5B0.87%
42
MSCIMSCI INC
12,948$6.1B0.81%
43
ROPROPER TECHNOLOGIES INC
12,628$6.1B0.81%
44
BACVERIZON COMMUNICATIONS INC
162,516$6.0B0.80%
45
GOOGALPHABET INC
45,582$5.5B0.73%
46
ODFLOLD DOMINION FREIGHT LINE IN
14,082$5.2B0.69%
47
IJRISHARES TR
49,703$5.0B0.66%
48
SNPSSYNOPSYS INC
11,333$4.9B0.65%
49
METAMETA PLATFORMS INC
17,154$4.9B0.65%
50
RNRRENAISSANCERE HLDGS LTD
25,428$4.7B0.63%
51
HDHOME DEPOT INC
14,845$4.6B0.61%
52
PEPPEPSICO INC
24,482$4.5B0.60%
53
ABTABBOTT LABS
39,731$4.3B0.57%
54
CBCHUBB LIMITED
22,002$4.2B0.56%
55
IJHISHARES TR
15,535$4.1B0.54%
56
APTVAPTIV PLC
39,787$4.1B0.54%
57
WSOWATSCO INC
9,900$3.8B0.50%
58
BRBROADRIDGE FINL SOLUTIONS IN
22,073$3.7B0.48%
59
PYPLPAYPAL HLDGS INC
53,284$3.6B0.47%
60
CVXCHEVRON CORP NEW
21,792$3.4B0.45%
61
DISDISNEY WALT CO
38,034$3.4B0.45%
62
PEOEXELON CORP
74,001$3.0B0.40%
63
TMOTHERMO FISHER SCIENTIFIC INC
5,322$2.8B0.37%
64
IWRISHARES TR
37,668$2.8B0.36%
65
JNJJOHNSON & JOHNSON
16,416$2.7B0.36%
66
LOWLOWES COS INC
11,929$2.7B0.36%
67
SPYSPDR S&P 500 ETF TR
5,827$2.6B0.34%
68
PGPROCTER AND GAMBLE CO
16,807$2.6B0.34%
69
IWFISHARES TR
8,112$2.2B0.30%
70
NKENIKE INC
19,976$2.2B0.29%
71
EOGEOG RES INC
18,923$2.2B0.29%
72
WCNWASTE CONNECTIONS INC
14,524$2.1B0.28%
73
VTEBVANGUARD MUN BD FDS
40,800$2.0B0.27%
74
DYHTARGET CORP
14,299$1.9B0.25%
75
PNCPNC FINL SVCS GROUP INC
14,108$1.8B0.24%
76
UNPUNION PAC CORP
8,123$1.7B0.22%
77
PSAPUBLIC STORAGE
5,675$1.7B0.22%
78
CEGCONSTELLATION ENERGY CORP
18,069$1.7B0.22%
79
BRK-BBERKSHIRE HATHAWAY INC DEL
3$1.6B0.21%
80
IWMISHARES TR
7,465$1.4B0.19%
81
MAMASTERCARD INCORPORATED
3,253$1.3B0.17%
82
ADPAUTOMATIC DATA PROCESSING IN
5,816$1.3B0.17%
83
RTXRAYTHEON TECHNOLOGIES CORP
12,837$1.3B0.17%
84
MNSTMONSTER BEVERAGE CORP NEW
21,862$1.3B0.17%
85
PAYXPAYCHEX INC
10,542$1.2B0.16%
86
MDYSPDR S&P MIDCAP 400 ETF TR
2,461$1.2B0.16%
87
AVYAVERY DENNISON CORP
6,850$1.2B0.16%
88
LRCXEURLAM RESEARCH CORP
1,758$1.1B0.15%
89
FISFIDELITY NATL INFORMATION SV
19,821$1.1B0.14%
90
APDAIR PRODS & CHEMS INC
3,373$1.0B0.13%
91
PFEPFIZER INC
27,245$999.3M0.13%
92
IWDISHARES TR
5,855$924.0M0.12%
93
ZTSZOETIS INC
5,114$880.7M0.12%
94
NOCNORTHROP GRUMMAN CORP
1,845$841.0M0.11%
95
ELVELEVANCE HEALTH INC
1,575$699.8M0.09%
96
NVDANVIDIA CORPORATION
1,436$607.5M0.08%
97
WMTWALMART INC
3,789$595.6M0.08%
98
CVSCVS HEALTH CORP
8,395$580.3M0.08%
99
INTCINTEL CORP
17,336$579.7M0.08%
100
ACNACCENTURE PLC IRELAND
1,804$556.7M0.07%
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