MIDDLETON & CO INC/MA Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$941.8M
Holdings
163
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (163 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SBUXStarbucks Corp | 8,899 | $749K | 0.08% | |
| 102 | IVEIShares S&P 500 Value ETF | 3,400 | $721K | 0.08% | |
| 103 | ORCLOracle Corp | 3,300 | $643K | 0.07% | |
| 104 | IBBIshares Biotechnology ETF | 3,600 | $607K | 0.06% | |
| 105 | PAYXPaychex Inc | 5,410 | $606K | 0.06% | |
| 106 | UBERUber Technologies Inc | 7,110 | $580K | 0.06% | |
| 107 | APDAir Prods & Chems Inc | 2,348 | $580K | 0.06% | |
| 108 | FISVFiserv Inc | 8,378 | $562K | 0.06% | |
| 109 | CGWInvesco S&P Global Water Index | 8,418 | $530K | 0.06% | |
| 110 | IBMInternational Business Machine | 1,777 | $526K | 0.06% | |
| 111 | IWPIshares Russell Mid Cap Growth | 3,819 | $522K | 0.06% | |
| 112 | VLTOVeralto Corp | 4,988 | $497K | 0.05% | |
| 113 | PHParker Hannifin Corp | 550 | $483K | 0.05% | |
| 114 | MTDMettler Toledo International | 345 | $480K | 0.05% | |
| 115 | VTEBVanguard Tax-Exempt Bond ETF | 9,100 | $457K | 0.05% | |
| 116 | MRSHMarsh Com | 2,443 | $453K | 0.05% | |
| 117 | VBVanguard Index Funds Small Cap | 1,730 | $446K | 0.05% | |
| 118 | GQ9SPDR Gold Trust Gold | 1,112 | $440K | 0.05% | |
| 119 | ISRGIntuitive Surgical Inc | 772 | $437K | 0.05% | |
| 120 | NDQInvesco Qqq Tr | 710 | $436K | 0.05% | |
| 121 | ACNAccenture Ltd Bermuda Cl A | 1,615 | $433K | 0.05% | |
| 122 | CIThe Cigna Group Com | 1,524 | $419K | 0.04% | |
| 123 | STIPIshares 0-5 Year Tips Bond Etf | 4,101 | $419K | 0.04% | |
| 124 | HEQTSimplify Hedged Equity Etf | 13,025 | $417K | 0.04% | |
| 125 | ELVELEVANCE HEALTH INC | 1,150 | $403K | 0.04% | |
| 126 | XHLFBondbloxx Bloomberg Six Month | 8,000 | $402K | 0.04% | |
| 127 | AXPAmerican Express Co | 1,085 | $401K | 0.04% | |
| 128 | NKENike Inc | 6,153 | $392K | 0.04% | |
| 129 | TIPIshares TIPS Bond ETF | 3,484 | $382K | 0.04% | |
| 130 | KOCoca-Cola Co | 5,325 | $372K | 0.04% | |
| 131 | BACBank of America Corporation | 6,774 | $372K | 0.04% | |
| 132 | ICEIntercontinental Exchange Inc | 2,128 | $344K | 0.04% | |
| 133 | KKRKkr & Co Inc | 2,622 | $334K | 0.04% | |
| 134 | AGGIshares Core US Aggregate Bond | 3,250 | $324K | 0.03% | |
| 135 | PLDPrologis Inc | 2,500 | $319K | 0.03% | |
| 136 | EPAMEpam Sys Inc | 1,555 | $318K | 0.03% | |
| 137 | WELLWelltower Inc | 1,700 | $315K | 0.03% | |
| 138 | NXPINxp Semiconductors N V | 1,448 | $314K | 0.03% | |
| 139 | KLACKla Corp New | 250 | $303K | 0.03% | |
| 140 | URIUnited Rentals Inc | 375 | $303K | 0.03% | |
| 141 | AMGNAmgen Inc | 906 | $296K | 0.03% | |
| 142 | BKNGBooking Holdings Inc | 52 | $278K | 0.03% | |
| 143 | AZOAutozone Inc | 79 | $267K | 0.03% | |
| 144 | IGVIshares Expanded Tech-Software | 2,500 | $264K | 0.03% | |
| 145 | IGMIshares Expanded Tech Sector E | 2,000 | $258K | 0.03% | |
| 146 | DMAXIshares Large Cap Max Buffer D | 9,550 | $254K | 0.03% | |
| 147 | CLColgate Palmolive Co | 3,220 | $254K | 0.03% | |
| 148 | CSCOCisco Sys Inc | 3,197 | $246K | 0.03% | |
| 149 | CSXCsx Corp | 6,775 | $245K | 0.03% | |
| 150 | VCITVanguard Intermediate-Term Cor | 2,875 | $240K | 0.03% | |
| 151 | IGSBiShares Sh Tr Crport ETF | 4,511 | $238K | 0.03% | |
| 152 | AQLTIshares Select Dividend ETF | 1,675 | $236K | 0.03% | |
| 153 | VTIVanguard Total Stock Market ET | 697 | $233K | 0.02% | |
| 154 | BXBlackstone Inc | 1,500 | $231K | 0.02% | |
| 155 | CVSCVS Health Corporation | 2,900 | $230K | 0.02% | |
| 156 | MCDMcDonalds Corp | 746 | $228K | 0.02% | |
| 157 | VOVanguard Index Funds Mid Cap E | 784 | $227K | 0.02% | |
| 158 | WFCWells Fargo & Co | 2,310 | $215K | 0.02% | |
| 159 | EFAiShares Tr MSCI EAFE Index | 2,235 | $214K | 0.02% | |
| 160 | TJXTJX Cos Inc | 1,386 | $212K | 0.02% | |
| 161 | ANETArista Networks Inc | 1,600 | $209K | 0.02% | |
| 162 | NYFIshares New York Muni Bond ETF | 3,800 | $203K | 0.02% | |
| 163 | ARRYArray Technologies Inc | 17,250 | $159K | 0.02% |
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