13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000919497
Total reported value
$941.9M
$941.9M
163 檔
28.2%
According to the latest 13F quarterly dataset, Middleton & Co Inc/ma managed an equity portfolio of $941.9M at the end of Q4 2025, spanning 163 distinct U.S. exchange-listed positions.
Middleton & Co Inc/ma executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 25 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.37% | +0.62% | -1.99% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.56% | +0.28% | -1.96% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.05% | +0.24% | -0.11% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.75% | +0.32% | -4.10% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.48% | +0.23% | +1.73% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.96% | -0.17% | -0.21% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.65% | +0.09% | -1.92% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.48% | -0.02% | -0.18% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.26% | -0.42% | +0.64% | |
| 10 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.95% | -0.20% | -1.16% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.93% | +0.07% | -0.88% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.90% | +1.47% | -0.09% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.71% | -0.30% | +2.08% | |
| 14 | DHR | Danaher CORP | Stock-Healthcare | 1.67% | -0.13% | -0.99% | |
| 15 | INTU | Intuit Inc | Stock-Tech | 1.64% | -0.54% | +3.80% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.62% | -0.18% | +1.56% | |
| 17 | NOW | Servicenow Inc | Stock-Tech | 1.61% | -0.12% | +399.27% | |
| 18 | QCOM | Qualcomm Inc | Stock-Tech | 1.57% | +0.26% | +0.66% | |
| 19 | NEE | Nextera Energy Inc | Stock-Utilities | 1.51% | -0.26% | -1.84% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.46% | -0.59% | +0.22% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.45% | +0.30% | +4.73% | |
| 22 | SPGI | S&p Global Inc | Stock-Financials | 1.40% | -0.16% | +19.64% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | +0.26% | +5.99% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.34% | +0.01% | +0.05% | |
| 25 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.33% | -0.22% | -2.03% | |
| 26 | STE | STERIS plc | Stock-Healthcare | 1.31% | -0.17% | +0.51% | |
| 27 | XYL | Xylem Inc | Stock-Industrials | 1.17% | -0.11% | +0.29% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | +0.01% | -4.32% | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.11% | -0.09% | +8.09% | |
| 30 | ADBE | Adobe Inc | Stock-Tech | 1.10% | -0.29% | +5.11% | |
| 31 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.09% | +0.01% | +0.27% | |
| 32 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.08% | -0.10% | +10.64% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.03% | -1.06% | |
| 34 | EQIX | Equinix Inc | Stock-Real Estate | 0.99% | -0.11% | -1.05% | |
| 35 | AMT | American Tower CORP | Stock-Real Estate | 0.96% | -0.17% | -5.42% | |
| 36 | SNPS | Synopsys Inc | Stock-Tech | 0.96% | +0.03% | -11.71% | |
| 37 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.94% | -0.10% | — | |
| 38 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.93% | -0.05% | +17.51% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.87% | -0.10% | +8.34% | |
| 40 | ECL | Ecolab Inc | Stock-Materials | 0.86% | -0.06% | -0.70% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.80% | +0.13% | +8.24% | |
| 42 | MSCI | Msci Inc | Stock-Financials | 0.76% | -0.05% | -0.33% | |
| 43 | IQLT | Ishares Msci International Q | ETF-Other | 0.76% | +0.04% | +5.69% | |
| 44 | CEG | Constellation Energy | Stock-Utilities | 0.72% | -0.11% | +0.03% | |
| 45 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.68% | -0.05% | -5.88% | |
| 46 | CB | Chubb Limited | Stock-Financials | 0.59% | -0.04% | +0.91% | |
| 47 | AWK | American Water Works Co Inc | Stock-Utilities | 0.58% | -0.05% | +24.60% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.56% | +0.06% | +0.42% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.55% | +0.03% | -0.15% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.51% | -0.05% | +2.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.4% | -1.99% | Trim |
| 2 | LLY | Eli Lilly & Co | +0.5% | +4.73% | Add |
| 3 | MRK | Merck & Co. Inc. | +0.3% | +1.56% | Add |
| 4 | SPGI | S&p Global Inc | +0.3% | +19.64% | Add |
| 5 | AMZN | Amazon.com Inc | +0.2% | -0.11% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | -4.32% | Trim |
| 7 | AAPL | Apple Inc | +0.2% | -1.96% | Trim |
| 8 | CRM | Salesforce Inc | +0.2% | +2.08% | Add |
| 9 | DHR | Danaher CORP | +0.2% | -0.99% | Trim |
| 10 | IQV | Iqvia Holdings Inc | +0.2% | +0.27% | Add |
| 11 | VGIT | Vanguard Intermediate-term T | +0.1% | +17.51% | Add |
| 12 | WCN | Waste Connections Inc | +0.1% | +24.26% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | +1.73% | Add |
| 14 | AWK | American Water Works Co Inc | +0.1% | +24.60% | Add |
| 15 | XOM | Exxon Mobil CORP | +0.1% | +0.22% | Add |
| 16 | VGSH | Vanguard Short-term Treasury | +0.1% | +8.09% | Add |
| 17 | LRCX | Lam Research CORP | +0.1% | -0.46% | Trim |
| 18 | CB | Chubb Limited | +0.1% | +0.91% | Add |
| 19 | NVDA | Nvidia CORP | +0.1% | +5.99% | Add |
| 20 | IQLT | Ishares Msci International Q | +0.1% | +5.69% | Add |
| 21 | ODFL | Old Dominion Freight Line | +0.1% | +3.89% | Add |
| 22 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.58% | Trim |
| 23 | NEE | Nextera Energy Inc | 0% | -1.84% | Trim |
| 24 | QCOM | Qualcomm Inc | 0% | +0.66% | Add |
| 25 | IDXX | Idexx Laboratories Inc | 0% | — | Unchanged |
| 26 | CEG | Constellation Energy | 0% | +0.03% | Add |
| 27 | ADBE | Adobe Inc | 0% | +5.11% | Add |
| 28 | JPM | Jpmorgan Chase & Co | — | -0.18% | Trim |
| 29 | RAL | Ralliant CORP | -0.1% | -41.45% | Trim |
| 30 | SBUX | Starbucks CORP | -0.1% | -36.07% | Trim |
| 31 | WSO | Watsco Inc | -0.1% | -1.51% | Trim |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -7.83% | Trim |
| 33 | HD | Home Depot Inc | -0.1% | -9.01% | Trim |
| 34 | ETN | Eaton Corporation plc | -0.1% | +8.24% | Add |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | -70.74% | Trim |
| 36 | ZTS | Zoetis Inc | -0.1% | -46.94% | Trim |
| 37 | XYL | Xylem Inc | -0.1% | +0.29% | Add |
| 38 | FTV | Fortive CORP | -0.1% | -28.99% | Trim |
| 39 | META | Meta Platforms Inc-class A | -0.2% | -1.06% | Trim |
| 40 | MDLZ | Mondelez International Inc-a | -0.2% | -5.88% | Trim |
| 41 | AMT | American Tower CORP | -0.2% | -5.42% | Trim |
| 42 | COST | Costco Wholesale CORP | -0.2% | +0.64% | Add |
| 43 | SNPS | Synopsys Inc | -0.2% | -11.71% | Trim |
| 44 | PANW | Palo Alto Networks Inc | -0.2% | -0.09% | Trim |
| 45 | MSFT | Microsoft CORP | -0.3% | -0.21% | Trim |
| 46 | NOW | Servicenow Inc | -0.4% | +399.27% | Add |
| 47 | ORLY | O'reilly Automotive Inc | -0.4% | -1.16% | Trim |
| 48 | FISV | Fiserv Inc | -0.7% | -84.16% | Trim |
| 49 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 50 | MNST | Monster Beverage CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Middleton & Co Inc/ma reported a total U.S. public equity portfolio value of $941.9M across 163 disclosed positions in Q4 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 GOOGL, AAPL, AMZN) accounted for 28.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
MKC
市值: $1.6M
Top Position Liquidated / Trimmed
MNST
前期市值: $1.2M
During Q4 2025, Middleton & Co Inc/ma's top holdings by market value included GOOGL (7.4%)、AAPL (6.6%)、AMZN (6.0%). The largest single position, GOOGL, represented 7.4% of total portfolio value.
In Q4 2025, Middleton & Co Inc/ma made 49 total portfolio adjustments, initiating 1 new buys, adding to 22 positions, trimming 25 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.