MIDDLETON & CO INC/MA Q3 2020 Filing

Filed October 30, 2020

Portfolio Value

$755.0M

Holdings

138

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (138 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
18,143$57.1M7.57%
2
AAPLAPPLE INC
425,190$49.2M6.52%
3
DHRDANAHER CORPORATION
117,704$25.3M3.36%
4
VVISA INC
125,162$25.0M3.32%
5
CRMSALESFORCE COM INC
95,644$24.0M3.18%
6
GOOGLALPHABET INC
14,621$21.4M2.84%
7
METAFACEBOOK INC
74,096$19.4M2.57%
8
ADBEADOBE SYSTEMS INCORPORATED
36,292$17.8M2.36%
9
AMTAMERICAN TOWER CORP NEW
71,359$17.3M2.28%
10
ORLYOREILLY AUTOMOTIVE INC
34,781$16.0M2.12%
11
COSTCOSTCO WHSL CORP NEW
44,993$16.0M2.12%
12
PYPLPAYPAL HLDGS INC
80,147$15.8M2.09%
13
VRSKVERISK ANALYTICS INC
77,424$14.3M1.90%
14
UNHUNITEDHEALTH GROUP INC
44,169$13.8M1.82%
15
BACVERIZON COMMUNICATIONS INC
226,004$13.4M1.78%
16
MRKMERCK & CO. INC
155,820$12.9M1.71%
17
JPMJPMORGAN CHASE & CO
129,049$12.4M1.65%
18
IHS MARKIT LTD
154,271$12.1M1.60%
19
STESTERIS PLC
67,355$11.9M1.57%
20
ELLAUDER ESTEE COS INC
54,068$11.8M1.56%
21
QCOMQUALCOMM INC
98,813$11.6M1.54%
22
ABBVABBVIE INC
132,160$11.6M1.53%
23
NEENEXTERA ENERGY INC
165,084$11.5M1.52%
24
SBUXSTARBUCKS CORP
124,851$10.7M1.42%
25
BRK/BBERKSHIRE HATHAWAY INC DEL
49,464$10.5M1.40%
26
RNRRENAISSANCERE HLDGS LTD
61,907$10.5M1.39%
27
MSFTMICROSOFT CORP
48,726$10.2M1.36%
28
EQIXEQUINIX INC
12,820$9.7M1.29%
29
ROPROPER TECHNOLOGIES INC
24,262$9.6M1.27%
30
INTUINTUIT
29,306$9.6M1.27%
31
BRBROADRIDGE FINL SOLUTIONS IN
71,910$9.5M1.26%
32
IQVIQVIA HLDGS INC
59,143$9.3M1.23%
33
MDLZMONDELEZ INTL INC
161,956$9.3M1.23%
34
FTVFORTIVE CORP
120,959$9.2M1.22%
35
ECLECOLAB INC
43,070$8.6M1.14%
36
HDHOME DEPOT INC
29,398$8.2M1.08%
37
FRCBFIRST REP BK SAN FRANCISCO C
66,386$7.2M0.96%
38
ABTABBOTT LABS
60,350$6.6M0.87%
39
PEPPEPSICO INC
46,874$6.5M0.86%
40
FISFIDELITY NATL INFORMATION SV
42,284$6.2M0.82%
41
IJRISHARES TR
85,680$6.0M0.80%
42
SYKSTRYKER CORPORATION
28,700$6.0M0.79%
43
MSCIMSCI INC
14,923$5.3M0.71%
44
NOWSERVICENOW INC
10,578$5.1M0.68%
45
XYLXYLEM INC
60,767$5.1M0.68%
46
IJHISHARES TR
27,196$5.0M0.67%
47
IVVISHARES TR
13,910$4.7M0.62%
48
GOOGALPHABET INC
3,052$4.5M0.59%
49
TMOTHERMO FISHER SCIENTIFIC INC
9,460$4.2M0.55%
50
DISDISNEY WALT CO
32,695$4.1M0.54%
51
CBCHUBB LIMITED
34,797$4.0M0.54%
52
XOMEXXON MOBIL CORP
113,445$3.9M0.52%
53
FISVFISERV INC
32,534$3.4M0.44%
54
LWLAMB WESTON HLDGS INC
49,592$3.3M0.44%
55
WSOWATSCO INC
13,690$3.2M0.42%
56
NKENIKE INC
24,991$3.1M0.42%
57
IWRISHARES TR
54,080$3.1M0.41%
58
SJMSMUCKER J M CO
26,613$3.1M0.41%
59
PEOEXELON CORP
84,375$3.0M0.40%
60
LOWLOWES COS INC
17,694$2.9M0.39%
61
AVYAVERY DENNISON CORP
22,454$2.9M0.38%
62
PGPROCTER AND GAMBLE CO
20,213$2.8M0.37%
63
SPYSPDR S&P 500 ETF TR
8,344$2.8M0.37%
64
OTISOTIS WORLDWIDE CORP
44,399$2.8M0.37%
65
AVGOBROADCOM INC
7,418$2.7M0.36%
66
TRVCCITIGROUP INC
56,877$2.5M0.32%
67
BACBK OF AMERICA CORP
101,151$2.4M0.32%
68
JNJJOHNSON & JOHNSON
16,202$2.4M0.32%
69
PANWPALO ALTO NETWORKS INC
9,774$2.4M0.32%
70
CVXCHEVRON CORP NEW
32,326$2.3M0.31%
71
SIVBEURSVB FINANCIAL GROUP
9,417$2.3M0.30%
72
PNCPNC FINL SVCS GROUP INC
19,773$2.2M0.29%
73
CLCOLGATE PALMOLIVE CO
27,665$2.1M0.28%
74
IWFISHARES TR
8,623$1.9M0.25%
75
VWOVANGUARD INTL EQUITY INDEX F
42,060$1.8M0.24%
76
CVSCVS HEALTH CORP
29,757$1.7M0.23%
77
INTCINTEL CORP
32,441$1.7M0.22%
78
VEUVANGUARD INTL EQUITY INDEX F
32,145$1.6M0.21%
79
ILMNILLUMINA INC
5,091$1.6M0.21%
80
LINLINDE PLC
6,515$1.6M0.21%
81
EEMISHARES TR
35,035$1.5M0.20%
82
IWMISHARES TR
9,843$1.5M0.20%
83
WCNWASTE CONNECTIONS INC
13,194$1.4M0.18%
84
BLKCHFBLACKROCK INC
2,417$1.4M0.18%
85
PAYXPAYCHEX INC
16,752$1.3M0.18%
86
PSAPUBLIC STORAGE
5,960$1.3M0.18%
87
EFAISHARES TR
20,400$1.3M0.17%
88
HONHONEYWELL INTL INC
7,791$1.3M0.17%
89
BRK-BBERKSHIRE HATHAWAY INC DEL
4$1.3M0.17%
90
APDAIR PRODS & CHEMS INC
3,852$1.1M0.15%
91
UNPUNION PAC CORP
5,455$1.1M0.14%
92
MAMASTERCARD INCORPORATED
3,104$1.1M0.14%
93
MDYSPDR S&P MIDCAP 400 ETF TR
3,091$1.0M0.14%
94
EOGEOG RES INC
23,115$831K0.11%
95
ADPAUTOMATIC DATA PROCESSING IN
5,051$705K0.09%
96
LRCXEURLAM RESEARCH CORP
2,053$681K0.09%
97
KOCOCA COLA CO
13,575$670K0.09%
98
XPOXPO LOGISTICS INC
7,710$653K0.09%
99
EPAMEPAM SYS INC
2,000$647K0.09%
100
NOCNORTHROP GRUMMAN CORP
2,006$633K0.08%
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