MIDDLETON & CO INC/MA Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$890.3M
Holdings
161
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (161 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PAYXPaychex Inc | 5,935 | $863K | 0.10% | |
| 102 | ORCLOracle Corp | 3,880 | $848K | 0.10% | |
| 103 | IVWIshares S&P 500 Growth ETF | 7,575 | $833K | 0.09% | |
| 104 | APDAir Prods & Chems Inc | 2,938 | $828K | 0.09% | |
| 105 | NOCNorthrop Grumman Corp | 1,645 | $822K | 0.09% | |
| 106 | STIPIshares 0-5 Year Tips Bond Etf | 6,841 | $704K | 0.08% | |
| 107 | NKENike Inc | 9,774 | $694K | 0.08% | |
| 108 | GLDMSpdr Gold Minishares Trust | 9,151 | $599K | 0.07% | |
| 109 | ELVELEVANCE HEALTH INC | 1,525 | $593K | 0.07% | |
| 110 | IVEIShares S&P 500 Value ETF | 3,005 | $587K | 0.07% | |
| 111 | IWPIshares Russell Mid Cap Growth | 3,819 | $529K | 0.06% | |
| 112 | CGWInvesco S&P Global Water Index | 8,418 | $526K | 0.06% | |
| 113 | LLYLilly Eli & Co | 675 | $526K | 0.06% | |
| 114 | IBMInternational Business Machine | 1,777 | $523K | 0.06% | |
| 115 | VLTOVeralto Corp | 5,156 | $520K | 0.06% | |
| 116 | CIThe Cigna Group Com | 1,524 | $503K | 0.06% | |
| 117 | ACNAccenture Ltd Bermuda Cl A | 1,615 | $482K | 0.05% | |
| 118 | TIPIshares TIPS Bond ETF | 4,244 | $467K | 0.05% | |
| 119 | IBBIshares Biotechnology ETF | 3,600 | $455K | 0.05% | |
| 120 | URIUnited Rentals Inc | 600 | $452K | 0.05% | |
| 121 | PHParker Hannifin Corp | 610 | $426K | 0.05% | |
| 122 | ISRGIntuitive Surgical Inc | 783 | $425K | 0.05% | |
| 123 | VBVanguard Index Funds Small Cap | 1,730 | $409K | 0.05% | |
| 124 | MTDMettler Toledo International | 345 | $405K | 0.05% | |
| 125 | XHLFBondbloxx Bloomberg Six Month | 8,000 | $402K | 0.05% | |
| 126 | HEQTSimplify Hedged Equity Etf | 13,025 | $391K | 0.04% | |
| 127 | NDQInvesco Qqq Tr | 710 | $391K | 0.04% | |
| 128 | ICEIntercontinental Exchange Inc | 2,128 | $390K | 0.04% | |
| 129 | KOCoca-Cola Co | 5,325 | $376K | 0.04% | |
| 130 | AXPAmerican Express Co | 1,150 | $366K | 0.04% | |
| 131 | BACBank of America Corporation | 7,524 | $356K | 0.04% | |
| 132 | KKRKkr & Co Inc | 2,622 | $348K | 0.04% | |
| 133 | GQ9SPDR Gold Trust Gold | 1,112 | $338K | 0.04% | |
| 134 | AGGIshares Core US Aggregate Bond | 3,250 | $322K | 0.04% | |
| 135 | BKNGBooking Holdings Inc | 52 | $301K | 0.03% | |
| 136 | AMGNAmgen Inc | 1,076 | $300K | 0.03% | |
| 137 | CLColgate Palmolive Co | 3,220 | $292K | 0.03% | |
| 138 | EPAMEpam Sys Inc | 1,555 | $274K | 0.03% | |
| 139 | IGVIshares Expanded Tech-Software | 2,500 | $273K | 0.03% | |
| 140 | PLDPrologis Inc | 2,500 | $262K | 0.03% | |
| 141 | WELLWelltower Inc | 1,700 | $261K | 0.03% | |
| 142 | DMAXIshares Large Cap Max Buffer D | 9,550 | $246K | 0.03% | |
| 143 | VCITVanguard Intermediate-Term Cor | 2,875 | $238K | 0.03% | |
| 144 | IGSBiShares Sh Tr Crport ETF | 4,511 | $238K | 0.03% | |
| 145 | IGMIshares Expanded Tech Sector E | 2,100 | $235K | 0.03% | |
| 146 | HONHoneywell Intl Inc | 978 | $227K | 0.03% | |
| 147 | BXBlackstone Inc | 1,500 | $224K | 0.03% | |
| 148 | KLACKla Corp New | 250 | $223K | 0.03% | |
| 149 | AQLTIshares Select Dividend ETF | 1,675 | $222K | 0.02% | |
| 150 | CSCOCisco Sys Inc | 3,197 | $221K | 0.02% | |
| 151 | NXPINxp Semiconductors N V | 1,016 | $221K | 0.02% | |
| 152 | CSXCsx Corp | 6,775 | $221K | 0.02% | |
| 153 | VOVanguard Index Funds Mid Cap E | 784 | $219K | 0.02% | |
| 154 | NFLXNetflix Inc | 163 | $218K | 0.02% | |
| 155 | MCDMcDonalds Corp | 746 | $218K | 0.02% | |
| 156 | JMSTJpmorgan Ultra-Short Municipal | 4,200 | $213K | 0.02% | |
| 157 | CVSCVS Health Corporation | 3,100 | $213K | 0.02% | |
| 158 | VTIVanguard Total Stock Market ET | 697 | $211K | 0.02% | |
| 159 | GXOGxo Logistics Incorporated Com | 4,290 | $208K | 0.02% | |
| 160 | UBERUber Technologies Inc | 2,165 | $201K | 0.02% | |
| 161 | ARRYArray Technologies Inc | 23,250 | $137K | 0.02% |
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