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CIK: 0000919497
Total reported value
$941.9M
$941.9M
158 檔
24.9%
In Q4 2024, Middleton & Co Inc/ma's U.S. equity holdings reached a combined market value of $941.9M, distributed across 158 disclosed stock positions.
During Q4 2024, Middleton & Co Inc/ma's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.19% | +0.28% | -0.07% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.41% | +0.24% | -1.25% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.00% | +0.62% | -0.42% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.87% | +0.32% | -0.50% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.42% | +0.23% | +0.06% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.85% | +0.09% | -0.73% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.82% | -0.17% | +1.52% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.78% | -0.42% | -2.30% | |
| 9 | NOW | Servicenow Inc | Stock-Tech | 2.41% | -0.12% | -3.70% | |
| 10 | CRM | Salesforce Inc | Stock-Tech | 2.24% | -0.30% | -0.55% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.23% | -0.02% | -1.64% | |
| 12 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.14% | -0.20% | -2.32% | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.08% | +1.47% | +101.40% | |
| 14 | DHR | Danaher CORP | Stock-Healthcare | 1.96% | -0.13% | -7.07% | |
| 15 | INTU | Intuit Inc | Stock-Tech | 1.74% | -0.54% | +1.01% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.70% | +0.07% | -0.29% | |
| 17 | NEE | Nextera Energy Inc | Stock-Utilities | 1.62% | -0.26% | -0.21% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.61% | -0.18% | +6.08% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.55% | — | -2.80% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.52% | -0.59% | -0.44% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.49% | +0.26% | +0.31% | |
| 22 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.46% | -0.10% | -1.74% | |
| 23 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.40% | -0.22% | -12.28% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.31% | +0.01% | -0.97% | |
| 25 | SPGI | S&p Global Inc | Stock-Financials | 1.27% | -0.16% | +0.03% | |
| 26 | EQIX | Equinix Inc | Stock-Real Estate | 1.23% | -0.11% | -0.80% | |
| 27 | FISV | Fiserv Inc | Stock-Other | 1.21% | -0.01% | -1.84% | |
| 28 | AMT | American Tower CORP | Stock-Real Estate | 1.18% | -0.17% | -2.70% | |
| 29 | STE | STERIS plc | Stock-Healthcare | 1.12% | -0.17% | +0.88% | |
| 30 | ADBE | Adobe Inc | Stock-Tech | 1.10% | -0.29% | +8.72% | |
| 31 | FTV | Fortive CORP | Stock-Tech | 1.08% | -0.11% | -0.32% | |
| 32 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.05% | +0.01% | +1.26% | |
| 33 | SNPS | Synopsys Inc | Stock-Tech | 1.04% | +0.03% | +11.74% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | -0.03% | -0.77% | |
| 35 | XYL | Xylem Inc | Stock-Industrials | 1.01% | -0.11% | +3.65% | |
| 36 | SYK | Stryker CORP | Stock-Healthcare | 0.94% | -0.10% | -0.84% | |
| 37 | ECL | Ecolab Inc | Stock-Materials | 0.90% | -0.06% | -1.54% | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.89% | -0.09% | -3.41% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.01% | -1.70% | |
| 40 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.86% | -0.05% | +2.41% | |
| 41 | MSCI | Msci Inc | Stock-Financials | 0.84% | -0.05% | -0.09% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.65% | -0.06% | -2.38% | |
| 43 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.62% | — | -6.10% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.61% | +0.03% | +2.65% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.58% | +0.06% | -9.15% | |
| 46 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.56% | -0.10% | +98.15% | |
| 47 | CB | Chubb Limited | Stock-Financials | 0.56% | -0.04% | -6.54% | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.55% | — | -5.92% | |
| 49 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.52% | -0.03% | +0.29% | |
| 50 | CEG | Constellation Energy | Stock-Utilities | 0.51% | -0.11% | +3.27% |
According to official SEC Form 13F filings, Middleton & Co Inc/ma reported a total U.S. public equity portfolio value of $941.9M across 158 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, GOOGL) accounted for 24.9% of total reported equity market value during Q4 2024.
During Q4 2024, Middleton & Co Inc/ma's top holdings by market value included AAPL (7.2%)、AMZN (6.4%)、GOOGL (5.0%). The largest single position, AAPL, represented 7.2% of total portfolio value.
In Q4 2024, Middleton & Co Inc/ma made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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