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CIK: 0000919497
Total reported value
$941.9M
$941.9M
156 檔
21.1%
The Q1 2025 SEC filing reveals that Middleton & Co Inc/ma held a total portfolio value of $941.9M, covering 156 public equity positions.
In Q1 2025, Middleton & Co Inc/ma displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, GOOGL) accounted for 21.1% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.53% | +0.28% | -3.18% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.75% | +0.24% | -2.09% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.24% | +0.62% | -1.86% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.43% | +0.23% | -0.75% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 3.23% | +0.09% | -3.46% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.92% | -0.42% | -3.65% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.80% | +0.32% | -5.15% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.62% | -0.17% | -1.40% | |
| 9 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.57% | -0.20% | -6.17% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.34% | -0.02% | -2.70% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.12% | +0.07% | -0.18% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.96% | +1.47% | -5.28% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.87% | -0.30% | -1.86% | |
| 14 | NOW | Servicenow Inc | Stock-Tech | 1.82% | -0.12% | -5.00% | |
| 15 | DHR | Danaher CORP | Stock-Healthcare | 1.79% | -0.13% | -3.23% | |
| 16 | INTU | Intuit Inc | Stock-Tech | 1.74% | -0.54% | -3.01% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.70% | -0.59% | -4.05% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.65% | — | -2.98% | |
| 19 | NEE | Nextera Energy Inc | Stock-Utilities | 1.61% | -0.26% | -4.81% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.61% | +0.01% | -1.52% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.54% | +0.26% | -2.41% | |
| 22 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.53% | -0.22% | -0.05% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.52% | -0.18% | -0.86% | |
| 24 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.51% | -0.10% | -9.23% | |
| 25 | AMT | American Tower CORP | Stock-Real Estate | 1.47% | -0.17% | -1.27% | |
| 26 | STE | STERIS plc | Stock-Healthcare | 1.35% | -0.17% | +3.40% | |
| 27 | SPGI | S&p Global Inc | Stock-Financials | 1.34% | -0.16% | -1.96% | |
| 28 | FISV | Fiserv Inc | Stock-Other | 1.20% | -0.01% | -12.57% | |
| 29 | XYL | Xylem Inc | Stock-Industrials | 1.12% | -0.11% | +1.47% | |
| 30 | EQIX | Equinix Inc | Stock-Real Estate | 1.11% | -0.11% | -1.59% | |
| 31 | FTV | Fortive CORP | Stock-Tech | 1.08% | -0.11% | -3.32% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.04% | -0.03% | -1.94% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.03% | -0.09% | +8.43% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 1.01% | -0.29% | +0.65% | |
| 35 | ECL | Ecolab Inc | Stock-Materials | 1.01% | -0.06% | -2.17% | |
| 36 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.00% | -0.05% | -3.70% | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.99% | -0.10% | -3.15% | |
| 38 | SNPS | Synopsys Inc | Stock-Tech | 0.96% | +0.03% | -1.25% | |
| 39 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.95% | +0.01% | -4.78% | |
| 40 | MSCI | Msci Inc | Stock-Financials | 0.82% | -0.05% | -2.73% | |
| 41 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.73% | -0.05% | +38.37% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.01% | -5.37% | |
| 43 | IQLT | Ishares Msci International Q | ETF-Other | 0.68% | +0.04% | — | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.26% | +238.09% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.67% | -0.06% | -3.56% | |
| 46 | CB | Chubb Limited | Stock-Financials | 0.63% | -0.04% | -1.65% | |
| 47 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.62% | -0.10% | +2.49% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.59% | +0.03% | -2.81% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | +0.06% | -1.44% | |
| 50 | ROP | Roper Technologies Inc | Stock-Tech | 0.52% | -0.04% | -8.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 4 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 5 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 6 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 7 | AVGO | Broadcom Inc | — | NEW | New buy |
| 8 | MSFT | Microsoft CORP | — | NEW | New buy |
| 9 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 11 | ABBV | Abbvie Inc | — | NEW | New buy |
| 12 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 13 | CRM | Salesforce Inc | — | NEW | New buy |
| 14 | NOW | Servicenow Inc | — | NEW | New buy |
| 15 | DHR | Danaher CORP | — | NEW | New buy |
| 16 | INTU | Intuit Inc | — | NEW | New buy |
| 17 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 18 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 19 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 21 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 22 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 23 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 24 | VRSK | Verisk Analytics Inc | — | NEW | New buy |
| 25 | AMT | American Tower CORP | — | NEW | New buy |
| 26 | STE | STERIS plc | — | NEW | New buy |
| 27 | SPGI | S&p Global Inc | — | NEW | New buy |
| 28 | FISV | Fiserv Inc | — | NEW | New buy |
| 29 | XYL | Xylem Inc | — | NEW | New buy |
| 30 | EQIX | Equinix Inc | — | NEW | New buy |
| 31 | FTV | Fortive CORP | — | NEW | New buy |
| 32 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 33 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 34 | ADBE | Adobe Inc | — | NEW | New buy |
| 35 | ECL | Ecolab Inc | — | NEW | New buy |
| 36 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 37 | SYK | Stryker CORP | — | NEW | New buy |
| 38 | SNPS | Synopsys Inc | — | NEW | New buy |
| 39 | IQV | Iqvia Holdings Inc | — | NEW | New buy |
| 40 | MSCI | Msci Inc | — | NEW | New buy |
| 41 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |
| 42 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 43 | IQLT | Ishares Msci International Q | — | NEW | New buy |
| 44 | NVDA | Nvidia CORP | — | NEW | New buy |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 46 | CB | Chubb Limited | — | NEW | New buy |
| 47 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 48 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 49 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 50 | ROP | Roper Technologies Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Middleton & Co Inc/ma reported a total U.S. public equity portfolio value of $941.9M across 156 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
AAPL
市值: $55.9M
During Q1 2025, Middleton & Co Inc/ma's top holdings by market value included AAPL (6.5%)、AMZN (5.8%)、GOOGL (4.2%). The largest single position, AAPL, represented 6.5% of total portfolio value.
In Q1 2025, Middleton & Co Inc/ma made 50 total portfolio adjustments, initiating 50 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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