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CIK: 0000919497
Total reported value
$941.9M
$941.9M
161 檔
22.7%
According to the latest 13F quarterly dataset, Middleton & Co Inc/ma managed an equity portfolio of $941.9M at the end of Q2 2025, spanning 161 distinct U.S. exchange-listed positions.
During Q2 2025, 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 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.24% | +0.24% | -2.22% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.42% | +0.28% | -6.53% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.62% | +0.62% | -0.56% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.25% | +0.32% | -4.14% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.50% | +0.23% | -3.87% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.30% | -0.17% | -0.90% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 3.01% | +0.09% | -4.43% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.80% | -0.42% | -4.87% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.49% | -0.02% | -6.51% | |
| 10 | NOW | Servicenow Inc | Stock-Tech | 2.26% | -0.12% | -0.21% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.24% | +1.47% | -0.78% | |
| 12 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.14% | -0.20% | +1278.32% | |
| 13 | INTU | Intuit Inc | Stock-Tech | 2.05% | -0.54% | -4.61% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 1.82% | -0.30% | -0.22% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.73% | +0.07% | -4.23% | |
| 16 | DHR | Danaher CORP | Stock-Healthcare | 1.60% | -0.13% | -3.28% | |
| 17 | QCOM | Qualcomm Inc | Stock-Tech | 1.53% | +0.26% | -0.32% | |
| 18 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.48% | -0.10% | -2.88% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.45% | -0.22% | -1.99% | |
| 20 | NEE | Nextera Energy Inc | Stock-Utilities | 1.45% | -0.26% | -4.47% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.42% | -0.59% | -4.68% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.40% | +0.01% | -0.77% | |
| 23 | AMT | American Tower CORP | Stock-Real Estate | 1.39% | -0.17% | -2.95% | |
| 24 | STE | STERIS plc | Stock-Healthcare | 1.33% | -0.17% | -2.73% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.30% | -0.18% | +0.45% | |
| 26 | SPGI | S&p Global Inc | Stock-Financials | 1.28% | -0.16% | -4.28% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.23% | -0.03% | -4.00% | |
| 28 | XYL | Xylem Inc | Stock-Industrials | 1.18% | -0.11% | +1.85% | |
| 29 | SNPS | Synopsys Inc | Stock-Tech | 1.13% | +0.03% | +2.24% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.09% | -0.09% | +9.98% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 1.06% | -0.29% | +8.53% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | +0.26% | +9.40% | |
| 33 | EQIX | Equinix Inc | Stock-Real Estate | 1.03% | -0.11% | -0.76% | |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 0.99% | -0.10% | -2.02% | |
| 35 | ECL | Ecolab Inc | Stock-Materials | 0.98% | -0.06% | -4.20% | |
| 36 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.94% | -0.05% | -1.07% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.94% | — | -0.97% | |
| 38 | FISV | Fiserv Inc | Stock-Other | 0.91% | -0.01% | +0.97% | |
| 39 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.81% | -0.05% | +14.83% | |
| 40 | MSCI | Msci Inc | Stock-Financials | 0.81% | -0.05% | +0.72% | |
| 41 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.80% | -0.10% | +5.51% | |
| 42 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.78% | +0.01% | -4.40% | |
| 43 | IQLT | Ishares Msci International Q | ETF-Other | 0.75% | +0.04% | +5.46% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.01% | -9.18% | |
| 45 | FTV | Fortive CORP | Stock-Tech | 0.71% | -0.11% | -4.27% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.67% | +0.13% | +45.37% | |
| 47 | CEG | Constellation Energy | Stock-Utilities | 0.66% | -0.11% | -12.06% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.62% | -0.06% | -5.70% | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.58% | -0.04% | -0.86% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.57% | +0.03% | -4.97% |
According to official SEC Form 13F filings, Middleton & Co Inc/ma reported a total U.S. public equity portfolio value of $941.9M across 161 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, AAPL, GOOGL) accounted for 22.7% of total reported equity market value during Q2 2025.
During Q2 2025, Middleton & Co Inc/ma's top holdings by market value included AMZN (6.2%)、AAPL (5.4%)、GOOGL (4.6%). The largest single position, AMZN, represented 6.2% of total portfolio value.
In Q2 2025, 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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