$431 Million is the total value of MIDDLETON & CO INC/MA's 180 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was 8.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DHR | Buy | DANAHER CORP DEL | $15,150,000 | +4.2% | 159,707 | +2.0% | 3.51% | +8.3% |
| AAPL | Sell | APPLE INC | $14,672,000 | +1.4% | 134,614 | -2.0% | 3.40% | +5.4% |
| XOM | Sell | EXXON MOBIL CORP | $14,425,000 | +4.2% | 172,569 | -2.9% | 3.34% | +8.3% |
| AMZN | Buy | AMAZON COM INC | $12,748,000 | -5.9% | 21,474 | +7.2% | 2.96% | -2.2% |
| LOW | Buy | LOWES COS INC | $11,688,000 | +0.5% | 154,301 | +0.9% | 2.71% | +4.4% |
| V | Sell | VISA INC | $11,303,000 | -2.7% | 147,789 | -1.3% | 2.62% | +1.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $11,266,000 | -2.5% | 14,768 | -0.6% | 2.61% | +1.3% |
| GILD | Sell | GILEAD SCIENCES INC | $10,626,000 | -14.8% | 115,681 | -6.1% | 2.46% | -11.4% |
| FB | Buy | FACEBOOK INCcl a | $9,816,000 | +9.1% | 86,029 | +0.1% | 2.28% | +13.4% |
| MRK | Buy | MERCK & CO INC NEW | $9,796,000 | +3.2% | 185,147 | +3.0% | 2.27% | +7.3% |
| CVS | Buy | CVS HEALTH CORP | $9,665,000 | +24.9% | 93,179 | +17.7% | 2.24% | +29.8% |
| MSFT | Buy | MICROSOFT CORP | $9,505,000 | +0.4% | 172,094 | +0.9% | 2.20% | +4.4% |
| WFC | Buy | WELLS FARGO & CO NEW | $9,315,000 | -10.7% | 192,602 | +0.4% | 2.16% | -7.2% |
| ABBV | Sell | ABBVIE INC | $9,058,000 | -3.8% | 158,574 | -0.3% | 2.10% | -0.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $9,056,000 | +1.1% | 107,504 | +2.2% | 2.10% | +5.0% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $8,911,000 | -3.8% | 89,019 | -7.7% | 2.07% | -0.0% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $8,512,000 | +5.6% | 135,754 | +1.1% | 1.97% | +9.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $8,233,000 | -1.7% | 52,248 | +0.7% | 1.91% | +2.2% |
| BAC | Sell | BANK AMER CORP | $7,742,000 | -20.0% | 572,643 | -0.5% | 1.80% | -16.9% |
| ESRX | Buy | EXPRESS SCRIPTS HLDG CO | $7,225,000 | -21.2% | 105,178 | +0.3% | 1.68% | -18.1% |
| C | Sell | CITIGROUP INC | $6,838,000 | -24.7% | 163,794 | -6.7% | 1.58% | -21.8% |
| CRM | Buy | SALESFORCE COM INC | $6,783,000 | +2.7% | 91,869 | +9.0% | 1.57% | +6.7% |
| SNI | Buy | SCRIPPS NETWORKS INTERACT IN | $6,527,000 | +19.9% | 99,656 | +1.1% | 1.51% | +24.6% |
| IHS | Sell | IHS INCcl a | $6,481,000 | +0.2% | 52,197 | -4.4% | 1.50% | +4.2% |
| SLB | Buy | SCHLUMBERGER LTD | $6,035,000 | +25.8% | 81,831 | +19.0% | 1.40% | +30.7% |
| ORLY | Sell | O REILLY AUTOMOTIVE INC NEW | $6,024,000 | +3.0% | 22,012 | -4.7% | 1.40% | +7.0% |
| CL | Sell | COLGATE PALMOLIVE CO | $5,783,000 | +5.3% | 81,858 | -0.7% | 1.34% | +9.4% |
| RNR | Buy | RENAISSANCERE HOLDINGS LTD | $5,564,000 | +1194.0% | 46,435 | +1122.0% | 1.29% | +1243.8% |
| PCLN | Sell | PRICELINE GRP INC | $5,446,000 | -2.0% | 4,225 | -3.1% | 1.26% | +1.9% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $5,342,000 | +22.0% | 56,638 | +13.9% | 1.24% | +26.7% |
| BIIB | Buy | BIOGEN INC | $5,329,000 | -10.0% | 20,472 | +6.0% | 1.24% | -6.4% |
| MCK | Sell | MCKESSON CORP | $5,093,000 | -45.9% | 32,385 | -32.2% | 1.18% | -43.8% |
| HD | Sell | HOME DEPOT INC | $4,611,000 | -0.3% | 34,554 | -1.2% | 1.07% | +3.6% |
| PRGO | Sell | PERRIGO CO PLC | $4,394,000 | -12.0% | 34,347 | -0.5% | 1.02% | -8.5% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $4,391,000 | -3.7% | 24,022 | -0.0% | 1.02% | +0.1% |
| ADS | Buy | ALLIANCE DATA SYSTEMS CORP | $4,388,000 | -19.9% | 19,945 | +0.7% | 1.02% | -16.8% |
| SYF | Buy | SYNCHRONY FINL | $4,284,000 | +1.2% | 149,494 | +7.3% | 0.99% | +5.1% |
| GE | Sell | GENERAL ELECTRIC CO | $4,169,000 | -0.0% | 131,137 | -2.1% | 0.97% | +4.0% |
| STT | Sell | STATE STR CORP | $4,014,000 | -14.7% | 68,587 | -3.2% | 0.93% | -11.2% |
| DFS | Sell | DISCOVER FINL SVCS | $3,365,000 | -12.2% | 66,085 | -7.6% | 0.78% | -8.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $3,302,000 | -35.8% | 4,432 | -34.7% | 0.77% | -33.3% |
| SYK | Sell | STRYKER CORP | $3,287,000 | +13.7% | 30,640 | -1.5% | 0.76% | +18.1% |
| INTU | Sell | INTUIT | $3,221,000 | +5.2% | 30,965 | -2.4% | 0.75% | +9.4% |
| CVX | Sell | CHEVRON CORP NEW | $2,999,000 | -19.2% | 31,441 | -23.8% | 0.70% | -16.1% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,994,000 | +4.4% | 27,670 | -0.9% | 0.69% | +8.4% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $2,920,000 | +6.0% | 28,526 | +0.4% | 0.68% | +10.1% |
| SBUX | Sell | STARBUCKS CORP | $2,881,000 | -7.1% | 48,265 | -6.6% | 0.67% | -3.5% |
| EXC | Sell | EXELON CORP | $2,845,000 | +28.0% | 79,327 | -0.9% | 0.66% | +33.1% |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $2,734,000 | -59.1% | 56,007 | -62.2% | 0.63% | -57.4% |
| ABT | Sell | ABBOTT LABS | $2,705,000 | -7.1% | 64,656 | -0.3% | 0.63% | -3.4% |
| NKE | Sell | NIKE INCcl b | $2,667,000 | -12.1% | 43,387 | -10.6% | 0.62% | -8.7% |
| WMT | Buy | WAL-MART STORES INC | $2,406,000 | +814.8% | 35,132 | +718.5% | 0.56% | +845.8% |
| PG | Sell | PROCTER & GAMBLE CO | $2,392,000 | +1.1% | 29,066 | -2.5% | 0.56% | +5.1% |
| PEP | Sell | PEPSICO INC | $2,390,000 | +1.8% | 23,318 | -0.8% | 0.55% | +5.7% |
| KHC | Buy | KRAFT HEINZ CO | $2,361,000 | +9.5% | 30,043 | +1.3% | 0.55% | +13.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,346,000 | +15.9% | 11,417 | +15.0% | 0.54% | +20.4% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $2,341,000 | +20.0% | 36,979 | +14.8% | 0.54% | +24.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,184,000 | -9.6% | 36,890 | +0.8% | 0.51% | -6.1% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,107,000 | +13.7% | 38,954 | -2.8% | 0.49% | +18.2% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $2,064,000 | -10.8% | 24,405 | +0.6% | 0.48% | -7.4% |
| AXP | Sell | AMERICAN EXPRESS CO | $2,038,000 | -52.7% | 33,190 | -46.4% | 0.47% | -50.9% |
| IWR | Buy | ISHARES TRrus mid-cap etf | $1,824,000 | +2.8% | 11,197 | +1.1% | 0.42% | +6.8% |
| DISCA | Buy | DISCOVERY COMMUNICATNS NEW | $1,715,000 | +14.1% | 59,886 | +6.3% | 0.40% | +18.8% |
| PANW | Buy | PALO ALTO NETWORKS INC | $1,707,000 | +66.4% | 10,465 | +79.7% | 0.40% | +72.9% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,627,000 | +7.7% | 10,742 | -2.2% | 0.38% | +11.9% |
| VRSK | New | VERISK ANALYTICS INC | $1,530,000 | – | 19,148 | +100.0% | 0.36% | – |
| OXY | Sell | OCCIDENTAL PETE CORP DEL | $1,409,000 | +0.6% | 20,590 | -0.6% | 0.33% | +4.5% |
| CSTE | Buy | CAESARSTONE SDOT-YAM LTD | $1,400,000 | -20.5% | 40,750 | +0.4% | 0.32% | -17.3% |
| USB | Sell | US BANCORP DEL | $1,403,000 | -21.5% | 34,555 | -17.5% | 0.32% | -18.5% |
| EOG | Buy | EOG RES INC | $1,402,000 | +5.7% | 19,320 | +3.2% | 0.32% | +9.8% |
| FL | Buy | FOOT LOCKER INC | $1,395,000 | +60.7% | 21,635 | +62.3% | 0.32% | +66.5% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,340,000 | -17.2% | 11,901 | -19.0% | 0.31% | -13.9% |
| EWG | Sell | ISHARESmsci germany etf | $1,265,000 | -24.7% | 49,182 | -23.4% | 0.29% | -21.9% |
| PAYX | PAYCHEX INC | $1,159,000 | +2.1% | 21,449 | 0.0% | 0.27% | +6.3% | |
| WAT | WATERS CORP | $1,134,000 | -2.0% | 8,595 | 0.0% | 0.26% | +1.9% | |
| HON | HONEYWELL INTL INC | $1,129,000 | +8.1% | 10,079 | 0.0% | 0.26% | +12.4% | |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,121,000 | -0.7% | 11,238 | -1.0% | 0.26% | +3.2% |
| FMC | F M C CORP | $1,049,000 | +3.1% | 25,988 | 0.0% | 0.24% | +7.0% | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,037,000 | -14.2% | 9,375 | -12.6% | 0.24% | -10.8% |
| NOC | NORTHROP GRUMMAN CORP | $1,000,000 | +4.8% | 5,051 | 0.0% | 0.23% | +8.9% | |
| TROW | Sell | PRICE T ROWE GROUP INC | $954,000 | -2.9% | 12,981 | -5.5% | 0.22% | +0.9% |
| APD | Sell | AIR PRODS & CHEMS INC | $939,000 | +8.1% | 6,520 | -2.4% | 0.22% | +12.4% |
| SAVE | SPIRIT AIRLS INC | $865,000 | +20.5% | 18,030 | 0.0% | 0.20% | +25.6% | |
| T | Sell | AT&T INC | $867,000 | +11.3% | 22,132 | -2.2% | 0.20% | +15.5% |
| ILMN | ILLUMINA INC | $861,000 | -15.5% | 5,310 | 0.0% | 0.20% | -11.9% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $854,000 | +8.0% | 4 | 0.0% | 0.20% | +12.5% | |
| MCD | Sell | MCDONALDS CORP | $831,000 | +3.2% | 6,614 | -3.0% | 0.19% | +7.2% |
| KO | COCA COLA CO | $788,000 | +7.9% | 16,990 | 0.0% | 0.18% | +12.3% | |
| INTC | Buy | INTEL CORP | $779,000 | -4.4% | 24,081 | +1.8% | 0.18% | -0.5% |
| AMCX | Sell | AMC NETWORKS INCcl a | $759,000 | -28.4% | 11,691 | -17.6% | 0.18% | -25.4% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $742,000 | -10.2% | 21,664 | -15.6% | 0.17% | -6.5% |
| ARG | AIRGAS INC | $727,000 | +2.4% | 5,135 | 0.0% | 0.17% | +7.0% | |
| IWD | Buy | ISHARES TRrus 1000 val etf | $726,000 | +3.4% | 7,350 | +2.4% | 0.17% | +7.0% |
| CB | New | CHUBB LIMITED | $726,000 | – | 6,093 | +100.0% | 0.17% | – |
| SO | SOUTHERN CO | $722,000 | +10.4% | 13,969 | 0.0% | 0.17% | +14.4% | |
| MMM | 3M CO | $708,000 | +10.6% | 4,251 | 0.0% | 0.16% | +14.7% | |
| XPO | Buy | XPO LOGISTICS INC | $706,000 | +13.9% | 22,985 | +1.1% | 0.16% | +18.8% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $698,000 | +40.4% | 2,656 | +35.8% | 0.16% | +45.9% |
| CBS | CBS CORP NEWcl b | $695,000 | +16.8% | 12,624 | 0.0% | 0.16% | +21.1% | |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $685,000 | -5.1% | 4,748 | -8.4% | 0.16% | -1.2% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $672,000 | -2.7% | 13,849 | -0.0% | 0.16% | +1.3% |
| BCR | Sell | BARD C R INC | $659,000 | -2.1% | 3,250 | -8.5% | 0.15% | +2.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $643,000 | -7.3% | 4,539 | -7.2% | 0.15% | -3.9% |
| RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $644,000 | +3.5% | 13,300 | -2.2% | 0.15% | +7.2% |
| BLK | Buy | BLACKROCK INC | $640,000 | +0.5% | 1,880 | +0.5% | 0.15% | +4.2% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $628,000 | +3.1% | 5,950 | -6.1% | 0.15% | +7.4% |
| PFE | PFIZER INC | $609,000 | -8.1% | 20,555 | 0.0% | 0.14% | -4.7% | |
| DIS | Sell | DISNEY WALT CO | $590,000 | -16.0% | 5,946 | -11.1% | 0.14% | -12.7% |
| NEE | Sell | NEXTERA ENERGY INC | $586,000 | +11.8% | 4,949 | -1.9% | 0.14% | +16.2% |
| UNP | Sell | UNION PAC CORP | $584,000 | -14.9% | 7,342 | -16.3% | 0.14% | -11.8% |
| FRC | FIRST REP BK SAN FRANCISCO C | $581,000 | +0.9% | 8,720 | 0.0% | 0.14% | +5.5% | |
| MDT | Sell | MEDTRONIC PLC | $571,000 | -12.4% | 7,610 | -10.3% | 0.13% | -9.0% |
| BHBK | BLUE HILLS BANCORP INC | $547,000 | -10.6% | 40,000 | 0.0% | 0.13% | -7.3% | |
| D | DOMINION RES INC VA NEW | $513,000 | +11.0% | 6,825 | 0.0% | 0.12% | +15.5% | |
| DOV | DOVER CORP | $492,000 | +4.9% | 7,650 | 0.0% | 0.11% | +8.6% | |
| BDX | Buy | BECTON DICKINSON & CO | $451,000 | -0.4% | 2,973 | +1.2% | 0.10% | +4.0% |
| MKL | MARKEL CORP | $446,000 | +0.9% | 500 | 0.0% | 0.10% | +4.0% | |
| WPC | W P CAREY INC | $436,000 | +5.6% | 7,000 | 0.0% | 0.10% | +9.8% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $435,000 | +5.8% | 4,851 | 0.0% | 0.10% | +9.8% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $418,000 | +7.5% | 2,946 | 0.0% | 0.10% | +11.5% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $414,000 | +12.2% | 5,127 | -0.8% | 0.10% | +17.1% |
| LH | LABORATORY CORP AMER HLDGS | $387,000 | -5.1% | 3,300 | 0.0% | 0.09% | -1.1% | |
| PX | Sell | PRAXAIR INC | $383,000 | +1.9% | 3,350 | -8.7% | 0.09% | +6.0% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $380,000 | +1.3% | 3,045 | +1.5% | 0.09% | +4.8% |
| DNKN | Sell | DUNKIN BRANDS GROUP INC | $375,000 | -20.9% | 7,940 | -28.7% | 0.09% | -17.9% |
| BX | BLACKSTONE GROUP L P | $373,000 | -4.1% | 13,300 | 0.0% | 0.09% | -1.1% | |
| DD | DU PONT E I DE NEMOURS & CO | $355,000 | -4.8% | 5,607 | 0.0% | 0.08% | -1.2% | |
| MDLZ | MONDELEZ INTL INCcl a | $343,000 | -10.4% | 8,545 | 0.0% | 0.08% | -5.9% | |
| MON | MONSANTO CO NEW | $342,000 | -10.9% | 3,899 | 0.0% | 0.08% | -8.1% | |
| ETN | Sell | EATON CORP PLC | $338,000 | +9.7% | 5,400 | -8.9% | 0.08% | +13.0% |
| HOT | Sell | STARWOOD HOTELS&RESORTS WRLD | $337,000 | -9.9% | 4,035 | -25.2% | 0.08% | -6.0% |
| TE | TECO ENERGY INC | $314,000 | +3.3% | 11,400 | 0.0% | 0.07% | +7.4% | |
| BAX | BAXTER INTL INC | $316,000 | +7.5% | 7,699 | 0.0% | 0.07% | +10.6% | |
| FDS | FACTSET RESH SYS INC | $297,000 | -6.9% | 1,962 | 0.0% | 0.07% | -2.8% | |
| MTDR | MATADOR RES CO | $284,000 | -4.4% | 15,000 | 0.0% | 0.07% | 0.0% | |
| JWN | Sell | NORDSTROM INC | $280,000 | -11.9% | 4,900 | -23.3% | 0.06% | -8.5% |
| MA | MASTERCARD INCcl a | $280,000 | -2.8% | 2,958 | 0.0% | 0.06% | +1.6% | |
| AVGO | New | BROADCOM LTD | $267,000 | – | 1,725 | +100.0% | 0.06% | – |
| ROK | ROCKWELL AUTOMATION INC | $263,000 | +11.0% | 2,311 | 0.0% | 0.06% | +15.1% | |
| PTCT | Buy | PTC THERAPEUTICS INC | $259,000 | -79.8% | 40,170 | +1.4% | 0.06% | -79.0% |
| COP | CONOCOPHILLIPS | $257,000 | -13.5% | 6,370 | 0.0% | 0.06% | -9.1% | |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $253,000 | -20.9% | 7,329 | -25.1% | 0.06% | -16.9% |
| DRI | DARDEN RESTAURANTS INC | $256,000 | +4.1% | 3,865 | 0.0% | 0.06% | +7.3% | |
| PH | PARKER HANNIFIN CORP | $250,000 | +14.2% | 2,255 | 0.0% | 0.06% | +18.4% | |
| ORCL | Sell | ORACLE CORP | $251,000 | -27.5% | 6,128 | -35.3% | 0.06% | -24.7% |
| VOD | Sell | VODAFONE GROUP PLC NEWspnsr adr no par | $246,000 | -17.7% | 7,673 | -17.2% | 0.06% | -14.9% |
| WY | New | WEYERHAEUSER CO | $218,000 | – | 7,048 | +100.0% | 0.05% | – |
| GRFS | GRIFOLS S Asp adr rep b nvt | $213,000 | -4.9% | 13,800 | 0.0% | 0.05% | -2.0% | |
| BMY | BRISTOL MYERS SQUIBB CO | $212,000 | -7.0% | 3,316 | 0.0% | 0.05% | -3.9% | |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $213,000 | -38.3% | 8,670 | -35.6% | 0.05% | -36.4% |
| EMR | New | EMERSON ELEC CO | $208,000 | – | 3,818 | +100.0% | 0.05% | – |
| IWS | ISHARES TRrus mdcp val etf | $207,000 | +3.5% | 2,920 | 0.0% | 0.05% | +6.7% | |
| AMGN | AMGEN INC | $202,000 | -7.3% | 1,345 | 0.0% | 0.05% | -4.1% | |
| EIX | New | EDISON INTL | $201,000 | – | 2,800 | +100.0% | 0.05% | – |
| CERN | Sell | CERNER CORP | $201,000 | -29.2% | 3,796 | -19.5% | 0.05% | -25.4% |
| KMI | Sell | KINDER MORGAN INC DEL | $194,000 | +8.4% | 10,884 | -9.4% | 0.04% | +12.5% |
| PCL | Exit | PLUM CREEK TIMBER CO INC | $0 | – | -4,200 | -100.0% | -0.04% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -1,801 | -100.0% | -0.05% | – |
| MD | Exit | MEDNAX INC | $0 | – | -3,050 | -100.0% | -0.05% | – |
| EXPE | Exit | EXPEDIA INC DEL | $0 | – | -2,016 | -100.0% | -0.06% | – |
| AVGO | Exit | AVAGO TECHNOLOGIES LTD | $0 | – | -1,875 | -100.0% | -0.06% | – |
| CB | Exit | CHUBB CORP | $0 | – | -10,144 | -100.0% | -0.30% | – |
| TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -25,562 | -100.0% | -1.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-05-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DANAHER CORPORATION | 42 | Q3 2023 | 3.9% |
| VISA INC | 42 | Q3 2023 | 3.5% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 5.1% |
| MERCK & CO INC NEW | 42 | Q3 2023 | 2.4% |
| COSTCO WHSL CORP NEW | 42 | Q3 2023 | 2.5% |
| O REILLY AUTOMOTIVE INC NEW | 42 | Q3 2023 | 2.6% |
| META PLATFORMS INC | 42 | Q3 2023 | 2.7% |
| ABBVIE INC | 42 | Q3 2023 | 2.4% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.5% |
| MICROSOFT CORP | 42 | Q3 2023 | 2.9% |
View MIDDLETON & CO INC/MA's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-09 |
View MIDDLETON & CO INC/MA's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.