MIDDLETON & CO INC/MA

Est. AUM

$876.9M

13F long equity, this entity only

Positions

164

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Alphabet Inc Cap Stock Cl A	COM	$59.7M	207753	6.81%	SOLE
2	Apple Inc	COM	$56.9M	224075	6.49%	SOLE
3	Amazon.com Inc	COM	$51.1M	245339	5.83%	SOLE
4	Broadcom Inc Com	COM	$39.8M	128645	4.54%	SOLE
5	iShares Tr S&P 500 Index	ETF - EQUITY	$31.7M	48460	3.61%	SOLE
6	Costco Wholesale Corp	COM	$24.4M	24516	2.79%	SOLE
7	VISA INC COM CL	COM	$21.4M	70685	2.44%	SOLE
8	Microsoft Corp	COM	$21.2M	57141	2.41%	SOLE
9	JPMorgan Chase & Co	COM	$21.1M	71606	2.40%	SOLE
10	Exxon Mobil Corp	COM	$19.7M	115826	2.24%	SOLE
11	O'Reilly Automotive Inc	COM	$18.5M	200503	2.11%	SOLE
12	Abbvie Inc	COM	$17.0M	78048	1.94%	SOLE
13	Palo Alto Networks Inc	COM	$16.2M	101264	1.85%	SOLE
14	Nextera Energy Inc	COM	$16.1M	173316	1.84%	SOLE
15	Merck & Co Inc	COM	$14.7M	122145	1.68%	SOLE
16	Ishares 7-10 Year Treasury Bon	ETF	$13.0M	136448	1.49%	SOLE
17	Danaher Corp	COM	$13.0M	68413	1.48%	SOLE
18	Nvidia Corporation	COM	$12.9M	73742	1.47%	SOLE
19	Equinix Inc	REUS	$12.1M	12355	1.38%	SOLE
20	Lilly Eli & Co	COM	$11.9M	12966	1.36%	SOLE
21	Berkshire Hathaway Inc Cl B	COM	$11.9M	24869	1.36%	SOLE
22	ServiceNow Inc	COM	$11.5M	109661	1.31%	SOLE
23	Salesforce Inc	COM	$11.2M	60216	1.28%	SOLE
24	Qualcomm Inc	COM	$11.0M	85648	1.26%	SOLE
25	S&P Global Inc	COM	$11.0M	25776	1.25%	SOLE
26	Vanguard Short-Term Treasury E	ETF	$10.8M	184229	1.23%	SOLE
27	Steris Plc Shs Usd	COM	$10.6M	48153	1.21%	SOLE
28	Vanguard Intermediate-Term Gov	ETF	$10.2M	171520	1.16%	SOLE
29	Intuit	COM	$10.0M	23114	1.14%	SOLE
30	Xylem Inc	COM	$9.8M	82293	1.12%	SOLE
31	Eaton Corp Plc	COM	$9.5M	26526	1.08%	SOLE
32	Ishares Msci Intl Quality Fact	ETF - EQUITY	$9.3M	200306	1.06%	SOLE
33	American Tower REIT	REUS	$8.8M	51113	1.01%	SOLE
34	Verisk Analytics Inc Cl A	COM	$8.7M	45675	0.99%	SOLE
35	Alphabet Inc Cap Stock Cl C	COM	$8.5M	29687	0.97%	SOLE
36	Synopsys Inc	COM	$8.3M	20858	0.94%	SOLE
37	Stryker Corp	COM	$8.1M	24565	0.92%	SOLE
38	Ecolab Inc	COM	$7.9M	29833	0.91%	SOLE
39	Meta Platforms Inc Cl A	COM	$7.9M	13857	0.90%	SOLE
40	Idexx Labs Inc	COM	$7.4M	13156	0.84%	SOLE
41	Mondelez Intl Inc Cl A	COM	$7.0M	121741	0.80%	SOLE
42	MSCI Inc Cl A	COM	$6.7M	12379	0.76%	SOLE
43	American Wtr Wks Co Inc New	COM	$6.6M	48594	0.75%	SOLE
44	Iqvia Holdings Inc	COM	$5.9M	34349	0.67%	SOLE
45	Waste Connections Inc	COM	$5.7M	34803	0.64%	SOLE
46	Chubb Limited	COM	$5.7M	17341	0.64%	SOLE
47	iShares Tr S&P Small Cap 600	ETF - EQUITY	$5.6M	44680	0.63%	SOLE
48	PepsiCo Inc	COM	$5.5M	35433	0.63%	SOLE
49	iShares Tr S&P Mid Cap 400	ETF - EQUITY	$5.4M	79830	0.61%	SOLE
50	Pgim Aaa Clo Etf	ETF	$5.3M	103050	0.60%	SOLE

1–50 of 164

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.