MIDDLETON & CO INC/MA Q4 2020 Filing

Filed January 29, 2021

Portfolio Value

$845.5M

Holdings

145

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (145 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
18,047$58.8M6.95%
2
AAPLAPPLE INC
407,409$54.1M6.39%
3
VVISA INC
124,159$27.2M3.21%
4
GOOGLALPHABET INC
14,560$25.5M3.02%
5
DHRDANAHER CORPORATION
113,562$25.2M2.98%
6
CRMSALESFORCE COM INC
95,994$21.4M2.53%
7
METAFACEBOOK INC
73,331$20.0M2.37%
8
PYPLPAYPAL HLDGS INC
81,616$19.1M2.26%
9
AMTAMERICAN TOWER CORP NEW
79,789$17.9M2.12%
10
ADBEADOBE SYSTEMS INCORPORATED
35,562$17.8M2.10%
11
JPMJPMORGAN CHASE & CO
135,805$17.3M2.04%
12
COSTCOSTCO WHSL CORP NEW
43,904$16.5M1.96%
13
VRSKVERISK ANALYTICS INC
77,915$16.2M1.91%
14
ORLYOREILLY AUTOMOTIVE INC
35,457$16.0M1.90%
15
UNHUNITEDHEALTH GROUP INC
44,376$15.6M1.84%
16
QCOMQUALCOMM INC
99,267$15.1M1.79%
17
ELLAUDER ESTEE COS INC
53,671$14.3M1.69%
18
ABBVABBVIE INC
132,335$14.2M1.68%
19
IHS MARKIT LTD
153,288$13.8M1.63%
20
BACVERIZON COMMUNICATIONS INC
228,856$13.4M1.59%
21
SBUXSTARBUCKS CORP
123,640$13.2M1.56%
22
STESTERIS PLC
67,902$12.9M1.52%
23
NEENEXTERA ENERGY INC
165,371$12.8M1.51%
24
MRKMERCK & CO. INC
155,175$12.7M1.50%
25
INTUINTUIT
30,127$11.4M1.35%
26
BRK/BBERKSHIRE HATHAWAY INC DEL
48,699$11.3M1.34%
27
MSFTMICROSOFT CORP
50,496$11.2M1.33%
28
FRCBFIRST REP BK SAN FRANCISCO C
74,762$11.0M1.30%
29
IQVIQVIA HLDGS INC
61,233$11.0M1.30%
30
ROPROPER TECHNOLOGIES INC
24,060$10.4M1.23%
31
RNRRENAISSANCERE HLDGS LTD
62,277$10.3M1.22%
32
BRBROADRIDGE FINL SOLUTIONS IN
67,197$10.3M1.22%
33
ECLECOLAB INC
45,061$9.7M1.15%
34
MDLZMONDELEZ INTL INC
162,090$9.5M1.12%
35
EQIXEQUINIX INC
13,087$9.3M1.11%
36
SYKSTRYKER CORPORATION
36,705$9.0M1.06%
37
FTVFORTIVE CORP
122,695$8.7M1.03%
38
IJRISHARES TR
87,176$8.0M0.95%
39
MSCIMSCI INC
17,644$7.9M0.93%
40
HDHOME DEPOT INC
29,073$7.7M0.91%
41
NOWSERVICENOW INC
12,878$7.1M0.84%
42
PEPPEPSICO INC
46,644$6.9M0.82%
43
XYLXYLEM INC
67,919$6.9M0.82%
44
FISVFISERV INC
60,203$6.9M0.81%
45
ABTABBOTT LABS
58,525$6.4M0.76%
46
IJHISHARES TR
27,797$6.4M0.76%
47
DISDISNEY WALT CO
33,243$6.0M0.71%
48
FISFIDELITY NATL INFORMATION SV
42,288$6.0M0.71%
49
GOOGALPHABET INC
3,005$5.3M0.62%
50
OTISOTIS WORLDWIDE CORP
75,333$5.1M0.60%
51
IVVISHARES TR
12,680$4.8M0.56%
52
TMOTHERMO FISHER SCIENTIFIC INC
9,410$4.4M0.52%
53
CBCHUBB LIMITED
27,307$4.2M0.50%
54
LWLAMB WESTON HLDGS INC
48,446$3.8M0.45%
55
XOMEXXON MOBIL CORP
91,844$3.8M0.45%
56
SIVBEURSVB FINANCIAL GROUP
9,352$3.6M0.43%
57
IWRISHARES TR
52,555$3.6M0.43%
58
PEOEXELON CORP
83,775$3.5M0.42%
59
NKENIKE INC
24,796$3.5M0.41%
60
PANWPALO ALTO NETWORKS INC
9,734$3.5M0.41%
61
CDKCDK GLOBAL INC
65,787$3.4M0.40%
62
AVYAVERY DENNISON CORP
21,797$3.4M0.40%
63
AVGOBROADCOM INC
7,418$3.2M0.38%
64
BACBK OF AMERICA CORP
101,992$3.1M0.37%
65
WSOWATSCO INC
13,485$3.1M0.36%
66
PNCPNC FINL SVCS GROUP INC
19,671$2.9M0.35%
67
TRVCCITIGROUP INC
46,596$2.9M0.34%
68
SPYSPDR S&P 500 ETF TR
7,657$2.9M0.34%
69
PGPROCTER AND GAMBLE CO
20,413$2.8M0.34%
70
LOWLOWES COS INC
17,669$2.8M0.34%
71
RTXRAYTHEON TECHNOLOGIES CORP
37,899$2.7M0.32%
72
JNJJOHNSON & JOHNSON
15,959$2.5M0.30%
73
CVXCHEVRON CORP NEW
27,592$2.3M0.28%
74
VWOVANGUARD INTL EQUITY INDEX F
41,938$2.1M0.25%
75
IWFISHARES TR
8,558$2.1M0.24%
76
TTENTOTAL SE
47,658$2.0M0.24%
77
IWMISHARES TR
9,743$1.9M0.23%
78
ILMNILLUMINA INC
5,081$1.9M0.22%
79
CLCOLGATE PALMOLIVE CO
21,730$1.9M0.22%
80
VEUVANGUARD INTL EQUITY INDEX F
31,770$1.9M0.22%
81
EEMISHARES TR
35,035$1.8M0.21%
82
CVSCVS HEALTH CORP
26,009$1.8M0.21%
83
BLKCHFBLACKROCK INC
2,362$1.7M0.20%
84
LINLINDE PLC
6,430$1.7M0.20%
85
INTCINTEL CORP
31,863$1.6M0.19%
86
PAYXPAYCHEX INC
16,302$1.5M0.18%
87
EFAISHARES TR
20,400$1.5M0.18%
88
PSAPUBLIC STORAGE
6,260$1.4M0.17%
89
WCNWASTE CONNECTIONS INC
13,869$1.4M0.17%
90
HONHONEYWELL INTL INC
6,673$1.4M0.17%
91
BRK-BBERKSHIRE HATHAWAY INC DEL
4$1.4M0.16%
92
MDYSPDR S&P MIDCAP 400 ETF TR
3,091$1.3M0.15%
93
VNTVONTIER CORPORATION
36,553$1.2M0.14%
94
UNPUNION PAC CORP
5,454$1.1M0.13%
95
MAMASTERCARD INCORPORATED
3,104$1.1M0.13%
96
APDAIR PRODS & CHEMS INC
3,829$1.0M0.12%
97
EOGEOG RES INC
19,050$950K0.11%
98
LRCXEURLAM RESEARCH CORP
1,957$924K0.11%
99
ADPAUTOMATIC DATA PROCESSING IN
4,916$866K0.10%
100
XPOXPO LOGISTICS INC
7,150$852K0.10%
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