MIDDLETON & CO INC/MA Q4 2019 Filing

Filed January 29, 2020

Portfolio Value

$702.7M

Holdings

138

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (138 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
19,103$35.3M5.02%
2
AAPLAPPLE INC
119,396$35.1M4.99%
3
VVISA INC
126,037$23.7M3.37%
4
DHRDANAHER CORPORATION
128,418$19.7M2.80%
5
GOOGLALPHABET INC
14,709$19.7M2.80%
6
JPMJPMORGAN CHASE & CO
125,210$17.5M2.48%
7
CRMSALESFORCE COM INC
99,793$16.2M2.31%
8
AMTAMERICAN TOWER CORP NEW
69,934$16.1M2.29%
9
ORLYO REILLY AUTOMOTIVE INC NEW
35,491$15.6M2.21%
10
METAFACEBOOK INC
73,633$15.1M2.15%
11
MRKMERCK & CO INC
154,087$14.0M1.99%
12
COSTCOSTCO WHSL CORP NEW
46,418$13.6M1.94%
13
UTXZUNITED TECHNOLOGIES CORP
90,392$13.5M1.93%
14
BACVERIZON COMMUNICATIONS INC
208,622$12.8M1.82%
15
ADBEADOBE INC
38,580$12.7M1.81%
16
UNHUNITEDHEALTH GROUP INC
42,851$12.6M1.79%
17
RNRRENAISSANCERE HOLDINGS LTD
61,711$12.1M1.72%
18
VRSKVERISK ANALYTICS INC
79,690$11.9M1.69%
19
BRK/BBERKSHIRE HATHAWAY INC DEL
51,999$11.8M1.68%
20
IHS MARKIT LTD
155,192$11.7M1.66%
21
ELLAUDER ESTEE COS INC
56,535$11.7M1.66%
22
ABBVABBVIE INC
130,258$11.5M1.64%
23
SBUXSTARBUCKS CORP
127,649$11.2M1.60%
24
STESTERIS PLC
68,491$10.4M1.49%
25
NEENEXTERA ENERGY INC
42,785$10.4M1.47%
26
BRBROADRIDGE FINL SOLUTIONS IN
81,612$10.1M1.43%
27
QCOMQUALCOMM INC
107,470$9.5M1.35%
28
XOMEXXON MOBIL CORP
133,254$9.3M1.32%
29
FTVFORTIVE CORP
121,642$9.3M1.32%
30
ROPROPER TECHNOLOGIES INC
25,463$9.0M1.28%
31
IQVIQVIA HLDGS INC
56,443$8.7M1.24%
32
CBCHUBB LIMITED
54,839$8.5M1.21%
33
MDLZMONDELEZ INTL INC
151,810$8.4M1.19%
34
PYPLPAYPAL HLDGS INC
77,121$8.3M1.19%
35
MSFTMICROSOFT CORP
50,582$8.0M1.14%
36
IJRISHARES TR
94,801$7.9M1.13%
37
BKNGBOOKING HLDGS INC
3,752$7.7M1.10%
38
ECLECOLAB INC
39,240$7.6M1.08%
39
EQIXEQUINIX INC
12,710$7.4M1.06%
40
PEPPEPSICO INC
50,941$7.0M0.99%
41
TRVCCITIGROUP INC
81,633$6.5M0.93%
42
HDHOME DEPOT INC
28,848$6.3M0.90%
43
IVVISHARES TR
17,788$5.8M0.82%
44
IJHISHARES TR
27,530$5.7M0.81%
45
CDKCDK GLOBAL INC
103,544$5.7M0.81%
46
FISFIDELITY NATL INFORMATION SV
39,624$5.5M0.78%
47
ABTABBOTT LABS
59,961$5.2M0.74%
48
BLKCHFBLACKROCK INC
10,059$5.1M0.72%
49
FRCBFIRST REP BK SAN FRANCISCO C
42,342$5.0M0.71%
50
INTUINTUIT
18,731$4.9M0.70%
51
SYKSTRYKER CORP
22,795$4.8M0.68%
52
CLCOLGATE PALMOLIVE CO
66,865$4.6M0.66%
53
LWLAMB WESTON HLDGS INC
53,155$4.6M0.65%
54
CVXCHEVRON CORP NEW
35,227$4.2M0.60%
55
GOOGALPHABET INC
3,138$4.2M0.60%
56
DISDISNEY WALT CO
28,858$4.2M0.59%
57
IWRISHARES TR
58,565$3.5M0.50%
58
BACBANK AMER CORP
98,696$3.5M0.49%
59
PNCPNC FINL SVCS GROUP INC
20,973$3.3M0.48%
60
TMOTHERMO FISHER SCIENTIFIC INC
9,778$3.2M0.45%
61
SJMSMUCKER J M CO
29,289$3.0M0.43%
62
AVYAVERY DENNISON CORP
22,773$3.0M0.42%
63
PGPROCTER & GAMBLE CO
22,424$2.8M0.40%
64
PEOEXELON CORP
60,393$2.8M0.39%
65
SPYSPDR S&P 500 ETF TR
8,457$2.7M0.39%
66
NKENIKE INC
26,001$2.6M0.37%
67
JNJJOHNSON & JOHNSON
17,909$2.6M0.37%
68
CVSCVS HEALTH CORP
34,982$2.6M0.37%
69
WSOWATSCO INC
14,155$2.5M0.36%
70
SIVBEURSVB FINL GROUP
9,526$2.4M0.34%
71
LOWLOWES COS INC
19,419$2.3M0.33%
72
PANWPALO ALTO NETWORKS INC
9,921$2.3M0.33%
73
AVGOBROADCOM INC
7,020$2.2M0.32%
74
EOGEOG RES INC
24,425$2.0M0.29%
75
INTCINTEL CORP
33,694$2.0M0.29%
76
VWOVANGUARD INTL EQUITY INDEX F
42,305$1.9M0.27%
77
IWMISHARES TR
10,438$1.7M0.25%
78
ILMNILLUMINA INC
5,200$1.7M0.25%
79
EEMISHARES TR
37,085$1.7M0.24%
80
IWFISHARES TR
9,391$1.7M0.24%
81
VEUVANGUARD INTL EQUITY INDEX F
30,415$1.6M0.23%
82
EFAISHARES TR
22,500$1.6M0.22%
83
LINLINDE PLC
7,070$1.5M0.21%
84
HONHONEYWELL INTL INC
8,384$1.5M0.21%
85
XPOXPO LOGISTICS INC
18,160$1.4M0.21%
86
TTENTOTAL S A
25,900$1.4M0.20%
87
PAYXPAYCHEX INC
16,452$1.4M0.20%
88
BRK-BBERKSHIRE HATHAWAY INC DEL
4$1.4M0.19%
89
MDYSPDR S&P MIDCAP 400 ETF TR
3,091$1.2M0.17%
90
USBUS BANCORP DEL
19,378$1.1M0.16%
91
SLBSCHLUMBERGER LTD
28,206$1.1M0.16%
92
UNPUNION PACIFIC CORP
5,880$1.1M0.15%
93
APDAIR PRODS & CHEMS INC
4,490$1.1M0.15%
94
MAMASTERCARD INC
3,184$951K0.14%
95
ADPAUTOMATIC DATA PROCESSING IN
5,171$882K0.13%
96
NOCNORTHROP GRUMMAN CORP
2,456$845K0.12%
97
WFCWELLS FARGO CO NEW
15,699$845K0.12%
98
KOCOCA COLA CO
14,983$829K0.12%
99
TJXTJX COS INC NEW
13,371$816K0.12%
100
WCNWASTE CONNECTIONS INC
7,871$715K0.10%
Page 1 of 2Next