MIDDLETON & CO INC/MA Q3 2021 Filing

Filed November 8, 2021

Portfolio Value

$934.3M

Holdings

158

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (158 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
16,342$53.7M5.75%
2
AAPLAPPLE INC
376,205$53.2M5.70%
3
GOOGLALPHABET INC
13,984$37.4M4.00%
4
DHRDANAHER CORPORATION
98,525$30.0M3.21%
5
VVISA INC
110,421$24.6M2.63%
6
CRMSALESFORCE COM INC
88,364$24.0M2.57%
7
IVVISHARES TR
52,192$22.5M2.41%
8
METAFACEBOOK INC
66,191$22.5M2.40%
9
JPMJPMORGAN CHASE & CO
127,903$20.9M2.24%
10
AMTAMERICAN TOWER CORP NEW
75,789$20.1M2.15%
11
PYPLPAYPAL HLDGS INC
75,730$19.7M2.11%
12
ORLYOREILLY AUTOMOTIVE INC
31,220$19.1M2.04%
13
ADBEADOBE SYSTEMS INCORPORATED
31,578$18.2M1.95%
14
COSTCOSTCO WHSL CORP NEW
36,942$16.6M1.78%
15
MSFTMICROSOFT CORP
58,696$16.5M1.77%
16
INTUINTUIT
30,661$16.5M1.77%
17
UNHUNITEDHEALTH GROUP INC
39,785$15.5M1.66%
18
IHS MARKIT LTD
132,649$15.5M1.66%
19
ELLAUDER ESTEE COS INC
47,213$14.2M1.52%
20
VRSKVERISK ANALYTICS INC
70,114$14.0M1.50%
21
NOWSERVICENOW INC
22,370$13.9M1.49%
22
BACVERIZON COMMUNICATIONS INC
255,507$13.8M1.48%
23
NEENEXTERA ENERGY INC
174,672$13.7M1.47%
24
FRCBFIRST REP BK SAN FRANCISCO C
70,767$13.7M1.46%
25
STESTERIS PLC
66,519$13.6M1.45%
26
ABBVABBVIE INC
124,479$13.4M1.44%
27
IQVIQVIA HLDGS INC
55,294$13.2M1.42%
28
SBUXSTARBUCKS CORP
111,310$12.3M1.31%
29
QCOMQUALCOMM INC
92,642$11.9M1.28%
30
MRKMERCK & CO INC
151,057$11.3M1.21%
31
BRK/BBERKSHIRE HATHAWAY INC DEL
38,778$10.6M1.13%
32
MSCIMSCI INC
17,315$10.5M1.13%
33
IJRISHARES TR
91,562$10.0M1.07%
34
EQIXEQUINIX INC
12,174$9.6M1.03%
35
ROPROPER TECHNOLOGIES INC
20,456$9.1M0.98%
36
ECLECOLAB INC
43,668$9.1M0.98%
37
MDLZMONDELEZ INTL INC
154,492$9.0M0.96%
38
SYKSTRYKER CORPORATION
33,348$8.8M0.94%
39
XYLXYLEM INC
67,004$8.3M0.89%
40
FTVFORTIVE CORP
116,705$8.2M0.88%
41
HDHOME DEPOT INC
24,142$7.9M0.85%
42
XOMEXXON MOBIL CORP
128,503$7.6M0.81%
43
FISVFISERV INC
69,620$7.6M0.81%
44
SIVBEURSVB FINANCIAL GROUP
11,252$7.3M0.78%
45
BRBROADRIDGE FINL SOLUTIONS IN
43,049$7.2M0.77%
46
RNRRENAISSANCERE HLDGS LTD
51,368$7.2M0.77%
47
OTISOTIS WORLDWIDE CORP
85,274$7.0M0.75%
48
GOOGALPHABET INC
2,547$6.8M0.73%
49
ABTABBOTT LABS
57,384$6.8M0.73%
50
TMOTHERMO FISHER SCIENTIFIC INC
11,693$6.7M0.72%
51
IJHISHARES TR
25,136$6.6M0.71%
52
PEPPEPSICO INC
43,849$6.6M0.71%
53
ODFLOLD DOMINION FREIGHT LINE IN
22,081$6.3M0.68%
54
DISDISNEY WALT CO
35,055$5.9M0.63%
55
PANWPALO ALTO NETWORKS INC
11,109$5.3M0.57%
56
APTVAPTIV PLC
33,772$5.0M0.54%
57
BACBK OF AMERICA CORP
101,279$4.3M0.46%
58
CBCHUBB LIMITED
24,649$4.3M0.46%
59
IWRISHARES TR
50,195$3.9M0.42%
60
PEOEXELON CORP
79,441$3.8M0.41%
61
FISFIDELITY NATL INFORMATION SV
30,911$3.8M0.40%
62
PNCPNC FINL SVCS GROUP INC
19,157$3.7M0.40%
63
AVYAVERY DENNISON CORP
17,607$3.6M0.39%
64
AVGOBROADCOM INC
7,344$3.6M0.38%
65
RTXRAYTHEON TECHNOLOGIES CORP
36,484$3.1M0.34%
66
WSOWATSCO INC
11,815$3.1M0.33%
67
LWLAMB WESTON HLDGS INC
50,553$3.1M0.33%
68
TRVCCITIGROUP INC
43,785$3.1M0.33%
69
NKENIKE INC
20,635$3.0M0.32%
70
VFCV F CORP
43,815$2.9M0.31%
71
SPYSPDR S&P 500 ETF TR
6,819$2.9M0.31%
72
LOWLOWES COS INC
13,113$2.7M0.28%
73
PGPROCTER AND GAMBLE CO
17,973$2.5M0.27%
74
JNJJOHNSON & JOHNSON
15,129$2.4M0.26%
75
IWFISHARES TR
8,409$2.3M0.25%
76
TTENTOTALENERGIES SE
48,078$2.3M0.25%
77
CVXCHEVRON CORP NEW
21,239$2.2M0.23%
78
IWMISHARES TR
9,735$2.1M0.23%
79
BLKCHFBLACKROCK INC
2,537$2.1M0.23%
80
VWOVANGUARD INTL EQUITY INDEX F
42,317$2.1M0.23%
81
EEMISHARES TR
40,360$2.0M0.22%
82
VEUVANGUARD INTL EQUITY INDEX F
32,105$2.0M0.21%
83
PSAPUBLIC STORAGE
6,440$1.9M0.20%
84
LINLINDE PLC
6,246$1.8M0.20%
85
WCNWASTE CONNECTIONS INC
14,144$1.8M0.19%
86
PAYXPAYCHEX INC
14,997$1.7M0.18%
87
INTCINTEL CORP
31,390$1.7M0.18%
88
EFAISHARES TR
20,535$1.6M0.17%
89
CVSCVS HEALTH CORP
17,882$1.5M0.16%
90
MDYSPDR S&P MIDCAP 400 ETF TR
3,091$1.5M0.16%
91
CLCOLGATE PALMOLIVE CO
19,305$1.5M0.16%
92
HONHONEYWELL INTL INC
6,457$1.4M0.15%
93
VEAVANGUARD TAX-MANAGED INTL FD
25,916$1.3M0.14%
94
BRK-BBERKSHIRE HATHAWAY INC DEL
3$1.2M0.13%
95
EOGEOG RES INC
15,275$1.2M0.13%
96
ILMNILLUMINA INC
2,700$1.1M0.12%
97
LRCXEURLAM RESEARCH CORP
1,870$1.1M0.11%
98
MAMASTERCARD INCORPORATED
3,055$1.1M0.11%
99
UNPUNION PAC CORP
5,360$1.1M0.11%
100
APDAIR PRODS & CHEMS INC
3,884$995K0.11%
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