MIDDLETON & CO INC/MA Q4 2022 Filing

Filed February 9, 2023

Portfolio Value

$674.8B

Holdings

156

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (156 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
291,015$37.8B5.60%
2
AMZNAMAZON COM INC
288,839$24.3B3.60%
3
GOOGLALPHABET INC
243,818$21.5B3.19%
4
DHRDANAHER CORPORATION
78,746$20.9B3.10%
5
VVISA INC
92,186$19.2B2.84%
6
IVVISHARES TR
49,630$19.1B2.83%
7
ORLYOREILLY AUTOMOTIVE INC
21,048$17.8B2.63%
8
ABBVABBVIE INC
102,210$16.5B2.45%
9
UNHUNITEDHEALTH GROUP INC
28,997$15.4B2.28%
10
MSFTMICROSOFT CORP
62,615$15.0B2.23%
11
MRKMERCK & CO INC
134,746$15.0B2.22%
12
COSTCOSTCO WHSL CORP NEW
31,522$14.4B2.13%
13
AMTAMERICAN TOWER CORP NEW
66,627$14.1B2.09%
14
XOMEXXON MOBIL CORP
124,429$13.7B2.03%
15
JPMJPMORGAN CHASE & CO
101,186$13.6B2.01%
16
NEENEXTERA ENERGY INC
141,508$11.8B1.75%
17
FLOTISHARES TR
219,469$11.0B1.64%
18
VCSHVANGUARD SCOTTSDALE FDS
144,529$10.9B1.61%
19
ELLAUDER ESTEE COS INC
42,602$10.6B1.57%
20
INTUINTUIT
25,949$10.1B1.50%
21
IQVIQVIA HLDGS INC
48,966$10.0B1.49%
22
QCOMQUALCOMM INC
91,053$10.0B1.48%
23
STESTERIS PLC
53,523$9.9B1.46%
24
VRSKVERISK ANALYTICS INC
53,612$9.5B1.40%
25
USFRWISDOMTREE TR
179,997$9.0B1.34%
26
CRMSALESFORCE INC
67,390$8.9B1.32%
27
SPGIS&P GLOBAL INC
26,375$8.8B1.31%
28
FTVFORTIVE CORP
128,963$8.3B1.23%
29
BRK/BBERKSHIRE HATHAWAY INC DEL
26,776$8.3B1.23%
30
AVGOBROADCOM INC
14,694$8.2B1.22%
31
XYLXYLEM INC
72,849$8.1B1.19%
32
EQIXEQUINIX INC
12,271$8.0B1.19%
33
FRCBFIRST REP BK SAN FRANCISCO C
65,435$8.0B1.18%
34
MDLZMONDELEZ INTL INC
115,760$7.7B1.14%
35
SBUXSTARBUCKS CORP
74,126$7.4B1.09%
36
RNRRENAISSANCERE HLDGS LTD
38,740$7.1B1.06%
37
ADBEADOBE SYSTEMS INCORPORATED
19,625$6.6B0.98%
38
SYKSTRYKER CORPORATION
26,827$6.6B0.97%
39
FISVFISERV INC
62,538$6.3B0.94%
40
BACVERIZON COMMUNICATIONS INC
160,031$6.3B0.93%
41
NOWSERVICENOW INC
16,014$6.2B0.92%
42
MSCIMSCI INC
13,270$6.2B0.91%
43
ROPROPER TECHNOLOGIES INC
12,895$5.6B0.83%
44
VGSHVANGUARD SCOTTSDALE FDS
90,077$5.2B0.77%
45
ECLECOLAB INC
34,971$5.1B0.75%
46
CBCHUBB LIMITED
22,988$5.1B0.75%
47
HDHOME DEPOT INC
15,120$4.8B0.71%
48
PANWPALO ALTO NETWORKS INC
33,273$4.6B0.69%
49
IJRISHARES TR
48,071$4.5B0.67%
50
DHR 5 04/15/23 BDANAHER CORPORATION
3,320$4.5B0.67%
51
ODFLOLD DOMINION FREIGHT LINE IN
15,794$4.5B0.66%
52
PEPPEPSICO INC
24,795$4.5B0.66%
53
ABTABBOTT LABS
39,962$4.4B0.65%
54
GOOGALPHABET INC
45,217$4.0B0.59%
55
BRBROADRIDGE FINL SOLUTIONS IN
29,734$4.0B0.59%
56
LWLAMB WESTON HLDGS INC
42,963$3.8B0.57%
57
METAMETA PLATFORMS INC
31,685$3.8B0.57%
58
CVXCHEVRON CORP NEW
20,007$3.6B0.53%
59
IJHISHARES TR
13,903$3.4B0.50%
60
JNJJOHNSON & JOHNSON
17,836$3.2B0.47%
61
TMOTHERMO FISHER SCIENTIFIC INC
5,524$3.0B0.45%
62
APTVAPTIV PLC
31,983$3.0B0.44%
63
PNCPNC FINL SVCS GROUP INC
17,671$2.8B0.41%
64
PYPLPAYPAL HLDGS INC
39,085$2.8B0.41%
65
WSOWATSCO INC
10,990$2.7B0.41%
66
PEOEXELON CORP
60,499$2.6B0.39%
67
SIVBEURSVB FINANCIAL GROUP
11,209$2.6B0.38%
68
IWRISHARES TR
37,514$2.5B0.37%
69
PGPROCTER AND GAMBLE CO
15,837$2.4B0.36%
70
NKENIKE INC
20,235$2.4B0.35%
71
LOWLOWES COS INC
11,658$2.3B0.34%
72
DISDISNEY WALT CO
25,784$2.2B0.33%
73
EOGEOG RES INC
16,498$2.1B0.32%
74
SPYSPDR S&P 500 ETF TR
5,449$2.1B0.31%
75
WCNWASTE CONNECTIONS INC
14,435$1.9B0.28%
76
FISFIDELITY NATL INFORMATION SV
26,406$1.8B0.27%
77
UNPUNION PAC CORP
8,479$1.8B0.26%
78
IWFISHARES TR
8,167$1.7B0.26%
79
PSAPUBLIC STORAGE
5,975$1.7B0.25%
80
CEGCONSTELLATION ENERGY CORP
18,067$1.6B0.23%
81
BRK-BBERKSHIRE HATHAWAY INC DEL
3$1.4B0.21%
82
AVYAVERY DENNISON CORP
7,650$1.4B0.21%
83
RTXRAYTHEON TECHNOLOGIES CORP
13,442$1.4B0.20%
84
PAYXPAYCHEX INC
11,702$1.4B0.20%
85
CVSCVS HEALTH CORP
14,393$1.3B0.20%
86
ADPAUTOMATIC DATA PROCESSING IN
5,541$1.3B0.20%
87
IWMISHARES TR
7,465$1.3B0.19%
88
PFEPFIZER INC
24,134$1.2B0.18%
89
APDAIR PRODS & CHEMS INC
3,923$1.2B0.18%
90
HHYATT HOTELS CORP
12,608$1.1B0.17%
91
MAMASTERCARD INCORPORATED
3,237$1.1B0.17%
92
MNSTMONSTER BEVERAGE CORP NEW
10,931$1.1B0.16%
93
MDYSPDR S&P MIDCAP 400 ETF TR
2,461$1.1B0.16%
94
SYYSYSCO CORP
13,683$1.0B0.16%
95
IWDISHARES TR
5,870$890.1M0.13%
96
ELVELEVANCE HEALTH INC
1,700$872.0M0.13%
97
NOCNORTHROP GRUMMAN CORP
1,495$815.7M0.12%
98
BACBANK AMERICA CORP
24,407$808.3M0.12%
99
BDX 6 06/01/23 BBECTON DICKINSON & CO
16,060$804.3M0.12%
100
LRCXEURLAM RESEARCH CORP
1,758$738.8M0.11%
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