MIDDLETON & CO INC/MA Q3 2019 Filing

Filed October 21, 2019

Portfolio Value

$648.7M

Holdings

140

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (140 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
18,831$32.7M5.04%
2
AAPLAPPLE INC
122,780$27.5M4.24%
3
VVISA INC
123,071$21.2M3.26%
4
DHRDANAHER CORPORATION
130,452$18.8M2.90%
5
GOOGLALPHABET INC
14,749$18.0M2.78%
6
JPMJPMORGAN CHASE & CO
128,390$15.1M2.33%
7
CRMSALESFORCE COM INC
99,603$14.8M2.28%
8
AMTAMERICAN TOWER CORP NEW
64,541$14.3M2.20%
9
ORLYO REILLY AUTOMOTIVE INC NEW
35,578$14.2M2.19%
10
COSTCOSTCO WHSL CORP NEW
45,933$13.2M2.04%
11
MRKMERCK & CO INC
151,343$12.7M1.96%
12
METAFACEBOOK INC
71,288$12.7M1.96%
13
VRSKVERISK ANALYTICS INC
78,389$12.4M1.91%
14
UTXZUNITED TECHNOLOGIES CORP
90,783$12.4M1.91%
15
BACVERIZON COMMUNICATIONS INC
203,697$12.3M1.90%
16
RNRRENAISSANCERE HOLDINGS LTD
60,762$11.8M1.81%
17
SBUXSTARBUCKS CORP
125,388$11.1M1.71%
18
ELLAUDER ESTEE COS INC
55,307$11.0M1.70%
19
BRK/BBERKSHIRE HATHAWAY INC DEL
51,756$10.8M1.66%
20
IHS MARKIT LTD
155,606$10.4M1.60%
21
ADBEADOBE INC
37,325$10.3M1.59%
22
ABBVABBVIE INC
134,864$10.2M1.57%
23
NEENEXTERA ENERGY INC
42,261$9.8M1.52%
24
XOMEXXON MOBIL CORP
139,276$9.8M1.52%
25
STESTERIS PLC
66,960$9.7M1.49%
26
BRBROADRIDGE FINL SOLUTIONS IN
74,528$9.3M1.43%
27
ROPROPER TECHNOLOGIES INC
25,890$9.2M1.42%
28
UNHUNITEDHEALTH GROUP INC
41,768$9.1M1.40%
29
CBCHUBB LIMITED
55,269$8.9M1.38%
30
MDLZMONDELEZ INTL INC
149,880$8.3M1.28%
31
QCOMQUALCOMM INC
105,964$8.1M1.25%
32
FTVFORTIVE CORP
116,247$8.0M1.23%
33
ECLECOLAB INC
38,896$7.7M1.19%
34
BKNGBOOKING HLDGS INC
3,916$7.7M1.18%
35
IJRISHARES TR
97,286$7.6M1.17%
36
EQIXEQUINIX INC
12,730$7.3M1.13%
37
HDHOME DEPOT INC
31,056$7.2M1.11%
38
PEPPEPSICO INC
52,256$7.2M1.10%
39
MSFTMICROSOFT CORP
51,199$7.1M1.10%
40
CDKCDK GLOBAL INC
127,724$6.1M0.95%
41
PYPLPAYPAL HLDGS INC
54,481$5.6M0.87%
42
IVVISHARES TR
18,511$5.5M0.85%
43
IQVIQVIA HLDGS INC
36,901$5.5M0.85%
44
IJHISHARES TR
27,862$5.4M0.83%
45
TRVCCITIGROUP INC
77,773$5.4M0.83%
46
FISFIDELITY NATL INFORMATION SV
40,321$5.4M0.83%
47
INTUINTUIT
19,138$5.1M0.78%
48
SYKSTRYKER CORP
23,195$5.0M0.77%
49
ABTABBOTT LABS
58,844$4.9M0.76%
50
CLCOLGATE PALMOLIVE CO
65,882$4.8M0.75%
51
BLKCHFBLACKROCK INC
10,094$4.5M0.69%
52
CVXCHEVRON CORP NEW
36,583$4.3M0.67%
53
DISDISNEY WALT CO
30,846$4.0M0.62%
54
GOOGALPHABET INC
3,211$3.9M0.60%
55
LWLAMB WESTON HLDGS INC
52,630$3.8M0.59%
56
SJMSMUCKER J M CO
33,069$3.6M0.56%
57
JNJJOHNSON & JOHNSON
27,284$3.5M0.54%
58
IWRISHARES TR
58,995$3.3M0.51%
59
BACBANK AMER CORP
111,495$3.3M0.50%
60
PEOEXELON CORP
65,812$3.2M0.49%
61
PGPROCTER & GAMBLE CO
24,174$3.0M0.46%
62
PNCPNC FINL SVCS GROUP INC
21,190$3.0M0.46%
63
TMOTHERMO FISHER SCIENTIFIC INC
10,035$2.9M0.45%
64
NKENIKE INC
28,437$2.7M0.41%
65
SPYSPDR S&P 500 ETF TR
8,787$2.6M0.40%
66
AVYAVERY DENNISON CORP
22,521$2.6M0.39%
67
WSOWATSCO INC
14,250$2.4M0.37%
68
LOWLOWES COS INC
21,544$2.4M0.37%
69
CVSCVS HEALTH CORP
37,462$2.4M0.36%
70
SIVBEURSVB FINL GROUP
10,110$2.1M0.33%
71
EOGEOG RES INC
27,390$2.0M0.31%
72
AVGOBROADCOM INC
7,122$2.0M0.30%
73
LINLINDE PLC
10,132$2.0M0.30%
74
INTCINTEL CORP
34,028$1.8M0.27%
75
VWOVANGUARD INTL EQUITY INDEX F
42,305$1.7M0.26%
76
PANWPALO ALTO NETWORKS INC
8,305$1.7M0.26%
77
PFEPFIZER INC
46,001$1.7M0.25%
78
IWMISHARES TR
10,533$1.6M0.25%
79
ILMNILLUMINA INC
5,206$1.6M0.24%
80
SLBSCHLUMBERGER LTD
45,729$1.6M0.24%
81
EEMISHARES TR
37,085$1.5M0.23%
82
IWFISHARES TR
9,451$1.5M0.23%
83
VEUVANGUARD INTL EQUITY INDEX F
30,240$1.5M0.23%
84
HONHONEYWELL INTL INC
8,920$1.5M0.23%
85
EFAISHARES TR
22,565$1.5M0.23%
86
PAYXPAYCHEX INC
17,107$1.4M0.22%
87
XPOXPO LOGISTICS INC
18,785$1.3M0.21%
88
BRK-BBERKSHIRE HATHAWAY INC DEL
4$1.2M0.19%
89
USBUS BANCORP DEL
20,503$1.1M0.17%
90
MDYSPDR S&P MIDCAP 400 ETF TR
3,091$1.1M0.17%
91
TTENTOTAL S A
20,145$1.0M0.16%
92
UNPUNION PACIFIC CORP
6,256$1.0M0.16%
93
APDAIR PRODS & CHEMS INC
4,490$996K0.15%
94
NOCNORTHROP GRUMMAN CORP
2,506$939K0.14%
95
IBERIABANK CORP
12,305$930K0.14%
96
ANETEURARISTA NETWORKS INC
3,820$913K0.14%
97
MAMASTERCARD INC
3,244$881K0.14%
98
WFCWELLS FARGO CO NEW
16,897$852K0.13%
99
ADPAUTOMATIC DATA PROCESSING IN
5,171$835K0.13%
100
KOCOCA COLA CO
15,291$832K0.13%
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