MIDDLETON & CO INC/MA Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$801.8B

Holdings

157

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (157 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
278,896$53.7B6.70%
2
AMZNAMAZON COM INC
285,829$43.4B5.42%
3
GOOGLALPHABET INC
254,770$35.6B4.44%
4
MSFTMICROSOFT CORP
63,821$24.0B2.99%
5
IVVISHARES TR
49,795$23.8B2.97%
6
VVISA INC
85,437$22.2B2.77%
7
COSTCOSTCO WHSL CORP NEW
31,403$20.7B2.59%
8
DHRDANAHER CORPORATION
86,901$20.1B2.51%
9
AVGOBROADCOM INC
15,607$17.4B2.17%
10
ORLYOREILLY AUTOMOTIVE INC
17,586$16.7B2.08%
11
CRMSALESFORCE INC
62,533$16.5B2.05%
12
INTUINTUIT
25,886$16.2B2.02%
13
JPMJPMORGAN CHASE & CO
90,315$15.4B1.92%
14
UNHUNITEDHEALTH GROUP INC
29,065$15.3B1.91%
15
MRKMERCK & CO INC
138,017$15.0B1.88%
16
AMTAMERICAN TOWER CORP NEW
64,818$14.0B1.75%
17
ABBVABBVIE INC
90,228$14.0B1.74%
18
NOWSERVICENOW INC
19,146$13.5B1.69%
19
QCOMQUALCOMM INC
92,103$13.3B1.66%
20
XOMEXXON MOBIL CORP
125,850$12.6B1.57%
21
PANWPALO ALTO NETWORKS INC
42,506$12.5B1.56%
22
IEFISHARES TR
128,965$12.4B1.55%
23
VRSKVERISK ANALYTICS INC
51,394$12.3B1.53%
24
NEENEXTERA ENERGY INC
196,798$12.0B1.49%
25
STESTERIS PLC
53,463$11.8B1.47%
26
ADBEADOBE INC
19,128$11.4B1.42%
27
IQVIQVIA HLDGS INC
49,215$11.4B1.42%
28
SPGIS&P GLOBAL INC
24,851$10.9B1.37%
29
FTVFORTIVE CORP
136,171$10.0B1.25%
30
BRK/BBERKSHIRE HATHAWAY INC DEL
27,752$9.9B1.23%
31
EQIXEQUINIX INC
12,113$9.8B1.22%
32
VCSHVANGUARD SCOTTSDALE FDS
120,193$9.3B1.16%
33
MDLZMONDELEZ INTL INC
127,322$9.2B1.15%
34
XYLXYLEM INC
77,549$8.9B1.11%
35
SNPSSYNOPSYS INC
15,129$7.8B0.97%
36
VGSHVANGUARD SCOTTSDALE FDS
132,080$7.7B0.96%
37
FISVFISERV INC
57,944$7.7B0.96%
38
SYKSTRYKER CORPORATION
25,227$7.6B0.94%
39
ECLECOLAB INC
37,565$7.5B0.93%
40
MSCIMSCI INC
12,653$7.2B0.89%
41
ELLAUDER ESTEE COS INC
46,535$6.8B0.85%
42
SBUXSTARBUCKS CORP
66,281$6.4B0.79%
43
ROPROPER TECHNOLOGIES INC
11,551$6.3B0.79%
44
GOOGALPHABET INC
44,380$6.3B0.78%
45
METAMETA PLATFORMS INC
16,560$5.9B0.73%
46
IJRISHARES TR
50,877$5.5B0.69%
47
USFRWISDOMTREE TR
107,422$5.4B0.67%
48
ODFLOLD DOMINION FREIGHT LINE IN
13,236$5.4B0.67%
49
HDHOME DEPOT INC
14,063$4.9B0.61%
50
CBCHUBB LIMITED
20,965$4.7B0.59%
51
IJHISHARES TR
16,085$4.5B0.56%
52
ABTABBOTT LABS
38,486$4.2B0.53%
53
BRBROADRIDGE FINL SOLUTIONS IN
20,560$4.2B0.53%
54
PEPPEPSICO INC
24,228$4.1B0.51%
55
PYPLPAYPAL HLDGS INC
66,274$4.1B0.51%
56
WSOWATSCO INC
9,467$4.1B0.51%
57
RNRRENAISSANCERE HLDGS LTD
18,523$3.6B0.45%
58
DISDISNEY WALT CO
38,694$3.5B0.44%
59
APTVAPTIV PLC
36,928$3.3B0.41%
60
CVXCHEVRON CORP NEW
20,712$3.1B0.39%
61
PEOEXELON CORP
84,032$3.0B0.38%
62
IWRISHARES TR
35,664$2.8B0.35%
63
TMOTHERMO FISHER SCIENTIFIC INC
5,222$2.8B0.35%
64
SPYSPDR S&P 500 ETF TR
5,646$2.7B0.33%
65
LOWLOWES COS INC
11,651$2.6B0.32%
66
VLTOVERALTO CORP
29,141$2.4B0.30%
67
PGPROCTER AND GAMBLE CO
16,336$2.4B0.30%
68
IWFISHARES TR
7,888$2.4B0.30%
69
JNJJOHNSON & JOHNSON
14,459$2.3B0.28%
70
EOGEOG RES INC
18,618$2.3B0.28%
71
ROLROLLINS INC
51,020$2.2B0.28%
72
WCNWASTE CONNECTIONS INC
14,626$2.2B0.27%
73
NKENIKE INC
19,264$2.1B0.26%
74
CEGCONSTELLATION ENERGY CORP
17,882$2.1B0.26%
75
DYHTARGET CORP
14,212$2.0B0.25%
76
PNCPNC FINL SVCS GROUP INC
12,713$2.0B0.25%
77
PSAPUBLIC STORAGE
6,120$1.9B0.23%
78
VTEBVANGUARD MUN BD FDS
36,300$1.9B0.23%
79
UNPUNION PAC CORP
7,332$1.8B0.22%
80
BRK-BBERKSHIRE HATHAWAY INC DEL
3$1.6B0.20%
81
MNSTMONSTER BEVERAGE CORP NEW
26,117$1.5B0.19%
82
MAMASTERCARD INCORPORATED
3,253$1.4B0.17%
83
LRCXEURLAM RESEARCH CORP
1,758$1.4B0.17%
84
AVYAVERY DENNISON CORP
6,745$1.4B0.17%
85
IWMISHARES TR
6,673$1.3B0.17%
86
ADPAUTOMATIC DATA PROCESSING IN
5,598$1.3B0.16%
87
MDYSPDR S&P MIDCAP 400 ETF TR
2,461$1.2B0.16%
88
ZTSZOETIS INC
5,986$1.2B0.15%
89
PAYXPAYCHEX INC
8,730$1.0B0.13%
90
RTXRTX CORPORATION
11,783$991.4M0.12%
91
IWDISHARES TR
5,816$961.0M0.12%
92
APDAIR PRODS & CHEMS INC
3,323$909.8M0.11%
93
VGITVANGUARD SCOTTSDALE FDS
14,750$875.0M0.11%
94
NOCNORTHROP GRUMMAN CORP
1,795$840.3M0.10%
95
FISFIDELITY NATL INFORMATION SV
13,189$792.3M0.10%
96
BLKCHFBLACKROCK INC
970$787.4M0.10%
97
XPOXPO INC
8,695$761.6M0.09%
98
NVDANVIDIA CORPORATION
1,466$726.0M0.09%
99
ELVELEVANCE HEALTH INC
1,525$719.1M0.09%
100
ARRYARRAY TECHNOLOGIES INC
36,185$607.9M0.08%
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