$443 Million is the total value of MIDDLETON & CO INC/MA's 177 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 7.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Sell | AMAZON COM INC | $16,112,000 | -12.0% | 21,486 | -1.8% | 3.64% | -11.4% |
| XOM | Buy | EXXON MOBIL CORP | $15,602,000 | +4.0% | 172,858 | +0.6% | 3.52% | +4.8% |
| AAPL | Sell | APPLE INC | $12,355,000 | -0.8% | 106,672 | -3.2% | 2.79% | -0.1% |
| DHR | Sell | DANAHER CORP DEL | $11,967,000 | -6.3% | 153,743 | -5.6% | 2.70% | -5.6% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $11,549,000 | -4.2% | 14,574 | -2.8% | 2.61% | -3.5% |
| V | Sell | VISA INC | $10,459,000 | -12.1% | 134,056 | -6.8% | 2.36% | -11.5% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $10,361,000 | +6.1% | 94,514 | -1.6% | 2.34% | +7.0% |
| LOW | Buy | LOWES COS INC | $10,232,000 | -0.7% | 143,873 | +0.8% | 2.31% | 0.0% |
| FB | Buy | FACEBOOK INCcl a | $9,724,000 | -9.2% | 84,521 | +1.2% | 2.20% | -8.5% |
| MRK | Sell | MERCK & CO INC | $9,508,000 | -7.7% | 161,520 | -2.2% | 2.15% | -7.0% |
| SYF | Sell | SYNCHRONY FINL | $8,999,000 | +26.5% | 248,105 | -2.4% | 2.03% | +27.4% |
| RNR | Sell | RENAISSANCERE HOLDINGS LTD | $8,896,000 | +6.0% | 65,305 | -6.5% | 2.01% | +6.8% |
| ABBV | Sell | ABBVIE INC | $8,818,000 | -6.2% | 140,810 | -5.5% | 1.99% | -5.6% |
| SLB | Buy | SCHLUMBERGER LTD | $8,672,000 | +15.4% | 103,295 | +8.1% | 1.96% | +16.2% |
| MSFT | Sell | MICROSOFT CORP | $8,511,000 | -6.4% | 136,959 | -13.2% | 1.92% | -5.7% |
| GILD | Buy | GILEAD SCIENCES INC | $7,955,000 | -8.6% | 111,088 | +1.0% | 1.80% | -7.9% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $7,576,000 | -9.4% | 91,541 | -11.8% | 1.71% | -8.8% |
| COST | Sell | COSTCO WHSL CORP NEW | $7,571,000 | -4.7% | 47,285 | -9.2% | 1.71% | -3.9% |
| FTV | Buy | FORTIVE CORP | $6,885,000 | +25.8% | 128,371 | +19.4% | 1.55% | +26.8% |
| VRSK | Buy | VERISK ANALYTICS INC | $6,834,000 | +3.7% | 84,194 | +3.9% | 1.54% | +4.5% |
| CVS | Sell | CVS HEALTH CORP | $6,628,000 | -28.5% | 83,998 | -19.4% | 1.50% | -28.0% |
| CB | Buy | CHUBB LIMITED | $6,552,000 | +20.7% | 49,589 | +14.8% | 1.48% | +21.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $6,532,000 | +61.0% | 122,370 | +56.8% | 1.47% | +62.2% |
| ESRX | Sell | EXPRESS SCRIPTS HLDG CO | $5,924,000 | -20.9% | 86,121 | -18.9% | 1.34% | -20.4% |
| CRM | Sell | SALESFORCE COM INC | $5,822,000 | -11.8% | 85,044 | -8.1% | 1.31% | -11.2% |
| ORLY | Sell | O REILLY AUTOMOTIVE INC NEW | $5,763,000 | -2.8% | 20,698 | -2.2% | 1.30% | -2.1% |
| PCLN | Buy | PRICELINE GRP INC | $5,633,000 | -0.2% | 3,842 | +0.2% | 1.27% | +0.6% |
| SNI | Sell | SCRIPPS NETWORKS INTERACT IN | $5,628,000 | -8.2% | 78,851 | -18.4% | 1.27% | -7.6% |
| INFO | Sell | IHS MARKIT LTD | $5,622,000 | -11.7% | 158,761 | -6.4% | 1.27% | -11.1% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $5,556,000 | -7.7% | 83,804 | -5.7% | 1.25% | -7.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $5,309,000 | -11.1% | 81,132 | +0.7% | 1.20% | -10.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $5,249,000 | +103.8% | 60,830 | +57.3% | 1.18% | +105.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $5,073,000 | +63.6% | 31,127 | +45.0% | 1.14% | +64.7% |
| STE | Buy | STERIS PLC | $4,964,000 | +7.2% | 73,658 | +16.2% | 1.12% | +7.9% |
| HD | Buy | HOME DEPOT INC | $4,687,000 | +4.4% | 34,955 | +0.2% | 1.06% | +5.2% |
| CVX | Buy | CHEVRON CORP NEW | $4,268,000 | +79.0% | 36,258 | +56.6% | 0.96% | +80.3% |
| WFC | Sell | WELLS FARGO & CO NEW | $4,237,000 | -17.3% | 76,879 | -33.5% | 0.96% | -16.7% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $4,174,000 | -0.6% | 22,800 | -0.9% | 0.94% | +0.1% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $4,082,000 | +7.8% | 38,625 | +15.6% | 0.92% | +8.6% |
| GE | Sell | GENERAL ELECTRIC CO | $3,965,000 | +3.9% | 125,462 | -2.6% | 0.90% | +4.7% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $3,626,000 | -23.7% | 47,410 | -11.6% | 0.82% | -23.1% |
| USB | Buy | US BANCORP DEL | $3,543,000 | +112.2% | 68,962 | +77.1% | 0.80% | +113.9% |
| MCK | Sell | MCKESSON CORP | $3,507,000 | -24.2% | 24,968 | -10.0% | 0.79% | -23.6% |
| SYK | Sell | STRYKER CORP | $3,496,000 | +2.5% | 29,182 | -0.4% | 0.79% | +3.3% |
| SBUX | Buy | STARBUCKS CORP | $3,486,000 | +6.7% | 62,790 | +4.1% | 0.79% | +7.5% |
| FL | Sell | FOOT LOCKER INC | $3,435,000 | -11.4% | 48,456 | -15.4% | 0.78% | -10.8% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,367,000 | -2.7% | 29,222 | -0.2% | 0.76% | -1.9% |
| INTU | Sell | INTUIT | $3,280,000 | +1.4% | 28,619 | -2.7% | 0.74% | +2.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,246,000 | +77.6% | 47,210 | +220.6% | 0.73% | +78.8% |
| QCOM | Buy | QUALCOMM INC | $3,118,000 | +505.4% | 47,821 | +536.3% | 0.70% | +512.2% |
| C | Sell | CITIGROUP INC | $3,069,000 | +15.7% | 51,648 | -8.1% | 0.69% | +16.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $3,049,000 | -13.5% | 13,639 | -16.3% | 0.69% | -12.9% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $3,050,000 | -1.5% | 40,328 | +0.3% | 0.69% | -0.9% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $2,970,000 | -5.4% | 3,848 | -4.8% | 0.67% | -4.8% |
| BLK | Buy | BLACKROCK INC | $2,962,000 | +348.8% | 7,784 | +327.7% | 0.67% | +352.0% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $2,773,000 | +28.3% | 23,705 | -1.2% | 0.63% | +29.3% |
| EXC | Buy | EXELON CORP | $2,733,000 | +12.2% | 77,005 | +5.2% | 0.62% | +13.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,718,000 | +83.0% | 16,440 | +71.3% | 0.61% | +84.1% |
| KHC | Sell | KRAFT HEINZ CO | $2,662,000 | -4.9% | 30,482 | -2.5% | 0.60% | -4.1% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $2,647,000 | -43.1% | 47,234 | -51.6% | 0.60% | -42.8% |
| HRL | New | HORMEL FOODS CORP | $2,459,000 | – | 70,630 | +100.0% | 0.56% | – |
| PEP | Sell | PEPSICO INC | $2,389,000 | -4.7% | 22,831 | -0.9% | 0.54% | -4.1% |
| ECL | Buy | ECOLAB INC | $2,336,000 | +62.9% | 19,928 | +69.2% | 0.53% | +64.2% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,322,000 | -8.7% | 27,613 | -2.6% | 0.52% | -8.1% |
| IWR | Buy | ISHARES TRrus mid-cap etf | $2,214,000 | +3.5% | 12,379 | +0.9% | 0.50% | +4.4% |
| EOG | Buy | EOG RES INC | $2,069,000 | +6.1% | 20,465 | +1.5% | 0.47% | +6.9% |
| NKE | Sell | NIKE INCcl b | $2,063,000 | -4.8% | 40,587 | -1.4% | 0.47% | -4.1% |
| CBS | Sell | CBS CORP NEWcl b | $1,978,000 | -1.9% | 31,097 | -15.6% | 0.45% | -1.3% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,854,000 | +85.0% | 17,678 | +83.8% | 0.42% | +86.6% |
| ABT | Sell | ABBOTT LABS | $1,810,000 | -14.4% | 47,124 | -5.8% | 0.41% | -13.7% |
| BIIB | Sell | BIOGEN INC | $1,775,000 | -37.6% | 6,258 | -31.1% | 0.40% | -37.0% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,603,000 | +165.0% | 13,193 | +162.4% | 0.36% | +166.2% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,507,000 | +2.6% | 9,077 | -1.8% | 0.34% | +3.3% |
| MON | Buy | MONSANTO CO NEW | $1,504,000 | +282.7% | 14,295 | +271.3% | 0.34% | +285.2% |
| FMC | Sell | F M C CORP | $1,443,000 | +15.9% | 25,508 | -1.0% | 0.33% | +16.8% |
| ADS | Sell | ALLIANCE DATA SYSTEMS CORP | $1,390,000 | -39.7% | 6,085 | -43.4% | 0.31% | -39.3% |
| WMT | Sell | WAL-MART STORES INC | $1,326,000 | -66.8% | 19,179 | -65.4% | 0.30% | -66.6% |
| PAYX | Buy | PAYCHEX INC | $1,281,000 | +5.7% | 21,044 | +0.5% | 0.29% | +6.2% |
| INTC | INTEL CORP | $1,271,000 | -4.0% | 35,051 | 0.0% | 0.29% | -3.4% | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,264,000 | +8.2% | 9,370 | -0.3% | 0.28% | +8.8% |
| HON | Sell | HONEYWELL INTL INC | $1,216,000 | -4.3% | 10,498 | -3.7% | 0.27% | -3.9% |
| NOC | NORTHROP GRUMMAN CORP | $1,175,000 | +8.7% | 5,051 | 0.0% | 0.26% | +9.5% | |
| OXY | Sell | OCCIDENTAL PETE CORP DEL | $1,155,000 | -26.6% | 16,215 | -24.9% | 0.26% | -26.1% |
| SAVE | Sell | SPIRIT AIRLS INC | $997,000 | +35.1% | 17,230 | -0.7% | 0.22% | +36.4% |
| T | Buy | AT&T INC | $994,000 | +5.0% | 23,356 | +0.2% | 0.22% | +5.7% |
| CDK | New | CDK GLOBAL INC | $989,000 | – | 16,567 | +100.0% | 0.22% | – |
| XPO | Sell | XPO LOGISTICS INC | $982,000 | +16.5% | 22,750 | -1.0% | 0.22% | +17.5% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $976,000 | +12.8% | 4 | 0.0% | 0.22% | +13.4% | |
| APD | Buy | AIR PRODS & CHEMS INC | $941,000 | -3.8% | 6,542 | +0.6% | 0.21% | -3.2% |
| AXP | Sell | AMERICAN EXPRESS CO | $935,000 | -22.0% | 12,625 | -32.6% | 0.21% | -21.6% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $886,000 | +43.4% | 7,910 | +35.1% | 0.20% | +44.9% |
| TROW | Sell | PRICE T ROWE GROUP INC | $834,000 | +9.0% | 11,076 | -3.7% | 0.19% | +9.9% |
| PANW | Sell | PALO ALTO NETWORKS INC | $808,000 | -46.9% | 6,465 | -32.3% | 0.18% | -46.6% |
| FRC | FIRST REP BK SAN FRANCISCO C | $787,000 | +19.4% | 8,540 | 0.0% | 0.18% | +20.3% | |
| MMM | Buy | 3M CO | $760,000 | +2.2% | 4,254 | +0.8% | 0.17% | +3.0% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $749,000 | -0.1% | 2,481 | -6.6% | 0.17% | +0.6% |
| BAC | Sell | BANK AMER CORP | $746,000 | +19.6% | 33,751 | -15.4% | 0.17% | +20.0% |
| STT | Sell | STATE STR CORP | $716,000 | -41.6% | 9,216 | -47.7% | 0.16% | -41.1% |
| KO | Sell | COCA COLA CO | $691,000 | -2.9% | 16,663 | -0.9% | 0.16% | -2.5% |
| UNP | Buy | UNION PAC CORP | $682,000 | +10.4% | 6,582 | +3.9% | 0.15% | +11.6% |
| NEE | NEXTERA ENERGY INC | $673,000 | -2.3% | 5,634 | 0.0% | 0.15% | -1.3% | |
| ILMN | Sell | ILLUMINA INC | $673,000 | -32.4% | 5,260 | -4.0% | 0.15% | -31.8% |
| RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $675,000 | +4.2% | 12,411 | -4.1% | 0.15% | +4.8% |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $667,000 | -65.7% | 12,592 | -66.6% | 0.15% | -65.4% |
| DIS | DISNEY WALT CO | $663,000 | +12.2% | 6,363 | 0.0% | 0.15% | +13.6% | |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $656,000 | +3.0% | 5,723 | -1.8% | 0.15% | +3.5% |
| EEM | ISHARES TRmsci emg mkt etf | $657,000 | -6.4% | 18,752 | 0.0% | 0.15% | -5.7% | |
| WAT | Sell | WATERS CORP | $622,000 | -20.9% | 4,630 | -6.7% | 0.14% | -20.5% |
| PFE | Sell | PFIZER INC | $610,000 | -14.8% | 18,782 | -11.1% | 0.14% | -13.8% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $612,000 | -15.2% | 4,339 | -4.4% | 0.14% | -14.8% |
| INDB | Sell | INDEPENDENT BANK CORP MASS | $583,000 | -74.6% | 8,276 | -80.5% | 0.13% | -74.3% |
| MCD | Sell | MCDONALDS CORP | $575,000 | -19.4% | 4,724 | -23.5% | 0.13% | -18.8% |
| DOV | DOVER CORP | $573,000 | +1.8% | 7,650 | 0.0% | 0.13% | +2.4% | |
| BHBK | Sell | BLUE HILLS BANCORP INC | $563,000 | -6.3% | 30,000 | -25.0% | 0.13% | -5.9% |
| BCR | Sell | BARD C R INC | $557,000 | -18.1% | 2,480 | -18.2% | 0.13% | -17.1% |
| ADP | AUTOMATIC DATA PROCESSING IN | $543,000 | +16.5% | 5,286 | 0.0% | 0.12% | +18.3% | |
| MDT | Sell | MEDTRONIC PLC | $538,000 | -18.6% | 7,555 | -1.2% | 0.12% | -18.2% |
| D | DOMINION RES INC VA NEW | $523,000 | +3.2% | 6,825 | 0.0% | 0.12% | +3.5% | |
| WSM | Buy | WILLIAMS SONOMA INC | $512,000 | -4.8% | 10,581 | +0.5% | 0.12% | -4.1% |
| BDX | Sell | BECTON DICKINSON & CO | $478,000 | -11.0% | 2,888 | -3.3% | 0.11% | -10.0% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $461,000 | -30.9% | 9,613 | -29.8% | 0.10% | -30.2% |
| LH | LABORATORY CORP AMER HLDGS | $462,000 | -6.7% | 3,600 | 0.0% | 0.10% | -6.3% | |
| MKL | MARKEL CORP | $452,000 | -2.6% | 500 | 0.0% | 0.10% | -1.9% | |
| DD | Buy | DU PONT E I DE NEMOURS & CO | $441,000 | +11.4% | 6,007 | +1.7% | 0.10% | +12.4% |
| IVV | New | ISHARES TRcore s&p500 etf | $420,000 | – | 1,865 | +100.0% | 0.10% | – |
| WPC | W P CAREY INC | $414,000 | -8.4% | 7,000 | 0.0% | 0.09% | -7.9% | |
| PRGO | Sell | PERRIGO CO PLC | $364,000 | -70.4% | 4,375 | -67.2% | 0.08% | -70.3% |
| SO | Sell | SOUTHERN CO | $357,000 | -27.7% | 7,250 | -24.8% | 0.08% | -27.0% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $343,000 | -8.5% | 7,745 | -9.4% | 0.08% | -8.3% |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $340,000 | -2.0% | 4,500 | -8.2% | 0.08% | -1.3% |
| PX | Sell | PRAXAIR INC | $323,000 | -12.0% | 2,760 | -9.1% | 0.07% | -11.0% |
| FDS | FACTSET RESH SYS INC | $325,000 | +0.9% | 1,987 | 0.0% | 0.07% | +1.4% | |
| PH | PARKER HANNIFIN CORP | $316,000 | +11.7% | 2,255 | 0.0% | 0.07% | +12.7% | |
| ROK | ROCKWELL AUTOMATION INC | $311,000 | +9.9% | 2,311 | 0.0% | 0.07% | +11.1% | |
| MA | MASTERCARD INCORPORATEDcl a | $305,000 | +1.3% | 2,958 | 0.0% | 0.07% | +3.0% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $307,000 | -21.5% | 3,957 | -18.9% | 0.07% | -21.6% |
| EPD | ENTERPRISE PRODS PARTNERS L | $287,000 | -2.4% | 10,625 | 0.0% | 0.06% | -1.5% | |
| AVGO | Sell | BROADCOM LTD | $266,000 | -9.5% | 1,503 | -11.7% | 0.06% | -9.1% |
| DNKN | Sell | DUNKIN BRANDS GROUP INC | $265,000 | -1.9% | 5,060 | -2.5% | 0.06% | 0.0% |
| DRI | DARDEN RESTAURANTS INC | $267,000 | +18.7% | 3,665 | 0.0% | 0.06% | +20.0% | |
| DFS | Sell | DISCOVER FINL SVCS | $263,000 | -61.5% | 3,650 | -69.8% | 0.06% | -61.4% |
| ORCL | Sell | ORACLE CORP | $261,000 | -10.0% | 6,788 | -8.1% | 0.06% | -9.2% |
| AMGN | AMGEN INC | $254,000 | -12.4% | 1,740 | 0.0% | 0.06% | -12.3% | |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $249,000 | -11.7% | 6,954 | -7.1% | 0.06% | -11.1% |
| CSTE | Sell | CAESARSTONE LTD | $238,000 | -83.6% | 8,305 | -78.5% | 0.05% | -83.4% |
| IWS | ISHARES TRrus mdcp val etf | $235,000 | +4.9% | 2,920 | 0.0% | 0.05% | +6.0% | |
| KMI | KINDER MORGAN INC DEL | $225,000 | -10.7% | 10,884 | 0.0% | 0.05% | -8.9% | |
| IWP | ISHARES TRrus md cp gr etf | $219,000 | 0.0% | 2,250 | 0.0% | 0.05% | 0.0% | |
| EMR | Sell | EMERSON ELEC CO | $217,000 | -1.4% | 3,893 | -3.5% | 0.05% | 0.0% |
| WY | WEYERHAEUSER CO | $212,000 | -5.8% | 7,048 | 0.0% | 0.05% | -4.0% | |
| CELG | New | CELGENE CORP | $208,000 | – | 1,801 | +100.0% | 0.05% | – |
| EIX | EDISON INTL | $202,000 | 0.0% | 2,800 | 0.0% | 0.05% | +2.2% | |
| AMCX | Sell | AMC NETWORKS INCcl a | $200,000 | -58.1% | 3,822 | -58.5% | 0.04% | -57.9% |
| PTCT | Sell | PTC THERAPEUTICS INC | $192,000 | -67.5% | 17,640 | -58.1% | 0.04% | -67.4% |
| DPRX | New | DIPEXIUM PHARMACEUTICALS INC | $25,000 | – | 15,848 | +100.0% | 0.01% | – |
| MD | Exit | MEDNAX INC | $0 | – | -3,050 | -100.0% | -0.04% | – |
| CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -2,215 | -100.0% | -0.05% | – |
| CERN | Exit | CERNER CORP | $0 | – | -3,630 | -100.0% | -0.05% | – |
| EXPE | Exit | EXPEDIA INC DEL | $0 | – | -1,905 | -100.0% | -0.05% | – |
| VOD | Exit | VODAFONE GROUP PLC NEWspnsr adr | $0 | – | -8,655 | -100.0% | -0.06% | – |
| EWG | Exit | ISHARESmsci germany etf | $0 | – | -47,931 | -100.0% | -0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-02
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 | 2024-02-13 |
| 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 |
| 13F-HR | 2021-11-08 |
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.