$780 Million is the total value of MIDDLETON & CO INC/MA's 173 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 9.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $48,389,000 | -23.3% | 353,930 | -2.0% | 6.20% | -7.9% |
| AMZN | Buy | AMAZON COM INC | $35,108,000 | -35.1% | 330,552 | +1891.3% | 4.50% | -22.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $31,131,000 | -21.7% | 14,285 | -0.1% | 3.99% | -6.1% |
| DHR | Sell | DANAHER CORPORATION | $24,171,000 | -14.8% | 95,340 | -1.4% | 3.10% | +2.3% |
| V | Sell | VISA INC | $21,186,000 | -12.7% | 107,603 | -1.6% | 2.71% | +4.8% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $19,347,000 | +0.9% | 75,694 | -0.8% | 2.48% | +21.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $19,118,000 | -15.5% | 50,422 | +1.1% | 2.45% | +1.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $18,084,000 | -2.2% | 35,208 | -2.9% | 2.32% | +17.4% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $17,629,000 | -13.4% | 27,905 | -6.1% | 2.26% | +4.0% |
| COST | Sell | COSTCO WHSL CORP NEW | $16,881,000 | -18.9% | 35,222 | -2.5% | 2.16% | -2.6% |
| MSFT | Sell | MICROSOFT CORP | $16,876,000 | -16.7% | 65,711 | -0.0% | 2.16% | -0.0% |
| ABBV | Sell | ABBVIE INC | $16,176,000 | -14.5% | 105,617 | -9.5% | 2.07% | +2.7% |
| JPM | Sell | JPMORGAN CHASE & CO | $14,248,000 | -18.2% | 126,520 | -1.0% | 1.83% | -1.8% |
| CRM | Sell | SALESFORCE INC | $14,176,000 | -23.6% | 85,894 | -1.7% | 1.82% | -8.3% |
| NEE | Sell | NEXTERA ENERGY INC | $13,670,000 | -9.8% | 176,478 | -1.4% | 1.75% | +8.2% |
| MRK | Sell | MERCK & CO INC | $13,487,000 | +9.0% | 147,928 | -1.9% | 1.73% | +30.8% |
| STE | Sell | STERIS PLC | $13,292,000 | -16.8% | 64,479 | -2.4% | 1.70% | -0.1% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $12,908,000 | -1.5% | 254,354 | -1.1% | 1.65% | +18.2% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $12,285,000 | -4.3% | 48,238 | +2.3% | 1.57% | +14.9% |
| QCOM | Buy | QUALCOMM INC | $12,210,000 | -14.7% | 95,587 | +2.1% | 1.56% | +2.4% |
| IQV | Buy | IQVIA HLDGS INC | $11,932,000 | -6.0% | 54,989 | +0.1% | 1.53% | +12.8% |
| VRSK | Sell | VERISK ANALYTICS INC | $11,418,000 | -22.2% | 65,968 | -3.6% | 1.46% | -6.6% |
| INTU | Sell | INTUIT | $11,410,000 | -21.2% | 29,603 | -1.7% | 1.46% | -5.4% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $11,308,000 | -20.6% | 30,890 | -1.2% | 1.45% | -4.7% |
| NOW | Buy | SERVICENOW INC | $11,251,000 | -11.6% | 23,661 | +3.5% | 1.44% | +6.2% |
| XOM | Sell | EXXON MOBIL CORP | $10,875,000 | +2.4% | 126,990 | -1.2% | 1.39% | +22.9% |
| FRC | Buy | FIRST REP BK SAN FRANCISCO C | $10,855,000 | -7.5% | 75,275 | +4.0% | 1.39% | +11.1% |
| SPGI | Buy | S&P GLOBAL INC | $10,767,000 | -17.6% | 31,945 | +0.3% | 1.38% | -1.0% |
| FB | Sell | META PLATFORMS INCcl a | $10,543,000 | -28.4% | 65,380 | -1.3% | 1.35% | -14.1% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $9,337,000 | -2.7% | 150,369 | -1.7% | 1.20% | +16.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $8,546,000 | -26.8% | 31,300 | -5.4% | 1.10% | -12.1% |
| EQIX | Sell | EQUINIX INC | $8,272,000 | -11.5% | 12,590 | -0.1% | 1.06% | +6.3% |
| SBUX | Sell | STARBUCKS CORP | $8,269,000 | -18.1% | 108,245 | -2.5% | 1.06% | -1.8% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $8,110,000 | -17.9% | 87,763 | -4.2% | 1.04% | -1.5% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $7,900,000 | -17.8% | 20,018 | -1.7% | 1.01% | -1.4% |
| AVGO | Buy | BROADCOM INC | $7,795,000 | -19.2% | 16,046 | +4.8% | 1.00% | -2.9% |
| RNR | Sell | RENAISSANCERE HLDGS LTD | $7,592,000 | -2.6% | 48,552 | -1.3% | 0.97% | +16.9% |
| SIVB | Buy | SVB FINANCIAL GROUP | $7,411,000 | -17.1% | 18,762 | +17.4% | 0.95% | -0.4% |
| MSCI | Sell | MSCI INC | $7,198,000 | -18.3% | 17,464 | -0.3% | 0.92% | -1.9% |
| PEP | Sell | PEPSICO INC | $7,084,000 | -1.9% | 42,507 | -1.5% | 0.91% | +17.8% |
| FISV | Buy | FISERV INC | $6,702,000 | -10.8% | 75,327 | +1.6% | 0.86% | +7.1% |
| SYK | Sell | STRYKER CORPORATION | $6,449,000 | -28.1% | 32,418 | -3.4% | 0.83% | -13.8% |
| ECL | Sell | ECOLAB INC | $6,425,000 | -15.4% | 41,788 | -2.8% | 0.82% | +1.5% |
| FTV | Sell | FORTIVE CORP | $6,401,000 | -11.0% | 117,705 | -0.3% | 0.82% | +6.8% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $6,342,000 | -11.0% | 11,673 | -3.2% | 0.81% | +7.0% |
| HD | Sell | HOME DEPOT INC | $6,258,000 | -12.7% | 22,817 | -4.7% | 0.80% | +4.8% |
| ABT | Sell | ABBOTT LABS | $6,074,000 | -10.2% | 55,909 | -2.1% | 0.78% | +7.8% |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $5,764,000 | -13.6% | 22,492 | +0.7% | 0.74% | +3.8% |
| PANW | Sell | PALO ALTO NETWORKS INC | $5,673,000 | -21.2% | 11,486 | -0.7% | 0.73% | -5.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $5,609,000 | -22.6% | 2,564 | -1.2% | 0.72% | -7.1% |
| XYL | Buy | XYLEM INC | $5,548,000 | -4.9% | 70,964 | +3.7% | 0.71% | +14.1% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $5,552,000 | -17.7% | 24,540 | -2.4% | 0.71% | -1.2% |
| PYPL | Sell | PAYPAL HLDGS INC | $5,229,000 | -43.8% | 74,876 | -6.9% | 0.67% | -32.5% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $5,128,000 | -10.8% | 35,975 | -2.5% | 0.66% | +7.2% |
| CB | Sell | CHUBB LIMITED | $4,700,000 | -10.6% | 23,910 | -2.7% | 0.60% | +7.3% |
| DHRPRB | Sell | DANAHER CORPORATION5% conv pfd b | $4,393,000 | -16.8% | 3,320 | -0.7% | 0.56% | -0.2% |
| APTV | Buy | APTIV PLC | $4,379,000 | -16.2% | 49,161 | +12.6% | 0.56% | +0.5% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $3,685,000 | -44.4% | 52,131 | -39.5% | 0.47% | -33.3% |
| EXC | Sell | EXELON CORP | $3,513,000 | -5.7% | 77,524 | -0.9% | 0.45% | +13.1% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $3,441,000 | -4.6% | 35,802 | -1.6% | 0.44% | +14.5% |
| DIS | Buy | DISNEY WALT CO | $3,340,000 | -30.9% | 35,377 | +0.4% | 0.43% | -17.1% |
| LW | Sell | LAMB WESTON HLDGS INC | $3,206,000 | +17.1% | 44,868 | -1.8% | 0.41% | +40.8% |
| IWR | Buy | ISHARES TRrus mid cap etf | $3,156,000 | -17.1% | 48,809 | +0.1% | 0.40% | -0.5% |
| BAC | Sell | BK OF AMERICA CORP | $2,937,000 | -26.9% | 94,357 | -3.2% | 0.38% | -12.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,926,000 | -1.5% | 16,486 | -1.6% | 0.38% | +18.3% |
| CVX | Sell | CHEVRON CORP NEW | $2,915,000 | -13.3% | 20,132 | -2.5% | 0.37% | +3.9% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $2,901,000 | -15.4% | 18,386 | -1.1% | 0.37% | +1.6% |
| WSO | Sell | WATSCO INC | $2,694,000 | -22.4% | 11,280 | -1.1% | 0.34% | -7.0% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $2,676,000 | -10.8% | 29,189 | -2.3% | 0.34% | +7.2% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,621,000 | -7.4% | 18,228 | -1.6% | 0.34% | +11.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,478,000 | -17.6% | 6,568 | -1.4% | 0.32% | -1.2% |
| TTE | Sell | TOTALENERGIES SEsponsored ads | $2,463,000 | +2.0% | 46,783 | -2.1% | 0.32% | +22.5% |
| LOW | Sell | LOWES COS INC | $2,144,000 | -15.6% | 12,273 | -2.3% | 0.28% | +1.5% |
| NKE | Sell | NIKE INCcl b | $2,082,000 | -25.8% | 20,370 | -2.3% | 0.27% | -11.0% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,813,000 | -22.3% | 8,292 | -1.3% | 0.23% | -6.8% |
| PSA | Sell | PUBLIC STORAGE | $1,787,000 | -22.3% | 5,715 | -3.0% | 0.23% | -6.5% |
| LIN | Sell | LINDE PLC | $1,768,000 | -12.1% | 6,150 | -2.4% | 0.23% | +5.6% |
| WCN | Sell | WASTE CONNECTIONS INC | $1,731,000 | -12.7% | 13,965 | -1.6% | 0.22% | +4.7% |
| EOG | Sell | EOG RES INC | $1,696,000 | -8.1% | 15,360 | -0.7% | 0.22% | +10.2% |
| UNP | Sell | UNION PAC CORP | $1,654,000 | -22.9% | 7,756 | -1.3% | 0.21% | -7.4% |
| IWM | ISHARES TRrussell 2000 etf | $1,620,000 | -17.5% | 9,565 | 0.0% | 0.21% | -1.0% | |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,580,000 | -14.5% | 31,621 | -1.5% | 0.20% | +2.5% |
| CL | Sell | COLGATE PALMOLIVE CO | $1,520,000 | +3.1% | 18,970 | -2.4% | 0.20% | +24.2% |
| PAYX | PAYCHEX INC | $1,524,000 | -16.6% | 13,387 | 0.0% | 0.20% | 0.0% | |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,518,000 | -22.1% | 36,442 | -13.7% | 0.19% | -6.7% |
| BLK | Sell | BLACKROCK INC | $1,488,000 | -23.5% | 2,444 | -3.9% | 0.19% | -7.7% |
| CVS | Sell | CVS HEALTH CORP | $1,386,000 | -11.3% | 14,953 | -3.1% | 0.18% | +6.6% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $1,393,000 | -11.3% | 34,740 | -0.2% | 0.18% | +6.0% |
| PFE | PFIZER INC | $1,316,000 | +1.2% | 25,110 | 0.0% | 0.17% | +21.6% | |
| SYY | Sell | SYSCO CORP | $1,298,000 | +1.7% | 15,328 | -1.9% | 0.17% | +22.1% |
| Sell | CONSTELLATION ENERGY CORP | $1,282,000 | +1.1% | 22,400 | -0.6% | 0.16% | +21.5% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,270,000 | -15.7% | 3,071 | 0.0% | 0.16% | +1.2% | |
| AVY | Sell | AVERY DENNISON CORP | $1,248,000 | -10.4% | 7,708 | -3.7% | 0.16% | +7.4% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,227,000 | -22.7% | 3 | 0.0% | 0.16% | -7.1% | |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,187,000 | -9.6% | 5,649 | -2.1% | 0.15% | +8.6% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,102,000 | -27.1% | 17,635 | -14.1% | 0.14% | -12.4% |
| INTC | Sell | INTEL CORP | $1,095,000 | -27.1% | 29,281 | -3.4% | 0.14% | -12.5% |
| MA | MASTERCARD INCORPORATEDcl a | $988,000 | -11.8% | 3,133 | 0.0% | 0.13% | +5.8% | |
| APD | Sell | AIR PRODS & CHEMS INC | $984,000 | -4.7% | 4,093 | -0.9% | 0.13% | +14.5% |
| H | Sell | HYATT HOTELS CORP | $945,000 | -23.1% | 12,791 | -0.7% | 0.12% | -7.6% |
| IWD | ISHARES TRrus 1000 val etf | $860,000 | -12.7% | 5,935 | 0.0% | 0.11% | +4.8% | |
| LRCX | LAM RESEARCH CORP | $797,000 | -20.7% | 1,870 | 0.0% | 0.10% | -4.7% | |
| NOC | Sell | NORTHROP GRUMMAN CORP | $730,000 | -3.9% | 1,525 | -10.3% | 0.09% | +16.0% |
| KO | COCA COLA CO | $716,000 | +1.6% | 11,375 | 0.0% | 0.09% | +22.7% | |
| BDXB | Sell | BECTON DICKINSON & CO6% dp conv pfd b | $646,000 | -11.7% | 13,060 | -5.8% | 0.08% | +6.4% |
| ANTM | Sell | ELEVANCE HEALTH INC | $579,000 | -11.6% | 1,200 | -10.0% | 0.07% | +5.7% |
| ACN | Sell | ACCENTURE PLC IRELAND | $552,000 | -20.1% | 1,989 | -2.9% | 0.07% | -4.1% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $507,000 | -10.3% | 3,010 | -1.6% | 0.06% | +8.3% |
| ILMN | Sell | ILLUMINA INC | $487,000 | -47.7% | 2,642 | -0.9% | 0.06% | -37.4% |
| MDT | Sell | MEDTRONIC PLC | $483,000 | -25.6% | 5,386 | -7.9% | 0.06% | -10.1% |
| MMM | Sell | 3M CO | $465,000 | -35.1% | 3,592 | -25.4% | 0.06% | -22.1% |
| EPAM | EPAM SYS INC | $458,000 | -0.7% | 1,555 | 0.0% | 0.06% | +20.4% | |
| AMGN | Sell | AMGEN INC | $460,000 | -5.0% | 1,891 | -5.6% | 0.06% | +13.5% |
| IBB | ISHARES TRishares biotech | $450,000 | -9.6% | 3,825 | 0.0% | 0.06% | +9.4% | |
| XPO | XPO LOGISTICS INC | $451,000 | -33.9% | 9,370 | 0.0% | 0.06% | -20.5% | |
| CI | CIGNA CORP NEW | $447,000 | +10.1% | 1,695 | 0.0% | 0.06% | +32.6% | |
| EFG | ISHARES TReafe grwth etf | $435,000 | -16.3% | 5,400 | 0.0% | 0.06% | +1.8% | |
| C | Sell | CITIGROUP INC | $436,000 | -37.8% | 9,480 | -27.7% | 0.06% | -25.3% |
| USB | Sell | US BANCORP DEL | $437,000 | -25.2% | 9,487 | -13.7% | 0.06% | -9.7% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $426,000 | -21.8% | 7,062 | -1.1% | 0.06% | -5.2% |
| WMT | Sell | WALMART INC | $398,000 | -23.8% | 3,273 | -6.6% | 0.05% | -8.9% |
| TROW | PRICE T ROWE GROUP INC | $389,000 | -24.8% | 3,420 | 0.0% | 0.05% | -9.1% | |
| D | DOMINION ENERGY INC | $380,000 | -5.9% | 4,758 | 0.0% | 0.05% | +14.0% | |
| MTD | METTLER TOLEDO INTERNATIONAL | $379,000 | -16.3% | 330 | 0.0% | 0.05% | +2.1% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $374,000 | -5.6% | 15,350 | 0.0% | 0.05% | +14.3% | |
| WAT | Sell | WATERS CORP | $359,000 | -4.0% | 1,085 | -10.0% | 0.05% | +15.0% |
| BDX | Sell | BECTON DICKINSON & CO | $354,000 | -13.2% | 1,435 | -6.5% | 0.04% | +2.3% |
| CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $353,000 | -15.8% | 8,000 | 0.0% | 0.04% | 0.0% | |
| NEEPRN | New | Nextera Energy Cap Hldgs Incpfd | $327,000 | – | 13,000 | +100.0% | 0.04% | – |
| ORCL | Sell | ORACLE CORP | $327,000 | -17.2% | 4,680 | -2.1% | 0.04% | 0.0% |
| NTB | BANK OF NT BUTTERFIELD&SON L | $312,000 | -13.1% | 10,000 | 0.0% | 0.04% | +5.3% | |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $308,000 | -21.6% | 3,235 | -3.0% | 0.04% | -7.1% |
| IDXX | IDEXX LABS INC | $303,000 | -35.9% | 865 | 0.0% | 0.04% | -22.0% | |
| IWP | ISHARES TRrus md cp gr etf | $296,000 | -21.3% | 3,742 | 0.0% | 0.04% | -5.0% | |
| RNRPRF | New | Renaissancere Hldgs Ltdpfd | $300,000 | – | 13,000 | +100.0% | 0.04% | – |
| PLD | PROLOGIS INC. | $294,000 | -27.2% | 2,500 | 0.0% | 0.04% | -11.6% | |
| GXO LOGISTICS INCORPORATED | $292,000 | -39.4% | 6,755 | 0.0% | 0.04% | -27.5% | ||
| ROK | ROCKWELL AUTOMATION INC | $279,000 | -28.8% | 1,400 | 0.0% | 0.04% | -14.3% | |
| INDB | Sell | INDEPENDENT BK CORP MASS | $279,000 | -2.8% | 3,512 | -0.2% | 0.04% | +16.1% |
| MCD | Sell | MCDONALDS CORP | $279,000 | -6.1% | 1,131 | -5.8% | 0.04% | +12.5% |
| IBM | INTERNATIONAL BUSINESS MACHS | $275,000 | +8.7% | 1,948 | 0.0% | 0.04% | +29.6% | |
| EFV | ISHARES TReafe value etf | $265,000 | -13.7% | 6,100 | 0.0% | 0.03% | +3.0% | |
| METPRE | New | Metlife Incpfd | $255,000 | – | 10,000 | +100.0% | 0.03% | – |
| LLY | LILLY ELI & CO | $255,000 | +13.3% | 787 | 0.0% | 0.03% | +37.5% | |
| FDS | Sell | FACTSET RESH SYS INC | $248,000 | -32.4% | 645 | -23.7% | 0.03% | -17.9% |
| PH | Sell | PARKER-HANNIFIN CORP | $223,000 | -15.5% | 905 | -2.7% | 0.03% | +3.6% |
| CSX | Sell | CSX CORP | $222,000 | -23.2% | 7,625 | -1.3% | 0.03% | -9.7% |
| MMC | MARSH & MCLENNAN COS INC | $219,000 | -8.8% | 1,410 | 0.0% | 0.03% | +7.7% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $203,000 | -28.8% | 2,160 | 0.0% | 0.03% | -13.3% | |
| CMCSA | COMCAST CORP NEWcl a | $203,000 | -16.5% | 5,184 | 0.0% | 0.03% | 0.0% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $202,000 | -4.7% | 1,886 | -0.7% | 0.03% | +13.0% |
| VSTM | VERASTEM INC | $35,000 | -16.7% | 30,000 | 0.0% | 0.00% | 0.0% | |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -2,325 | -100.0% | -0.02% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -1,600 | -100.0% | -0.02% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -1,300 | -100.0% | -0.02% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -707 | -100.0% | -0.02% | – |
| STT | Exit | STATE STR CORP | $0 | – | -2,383 | -100.0% | -0.02% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -1,037 | -100.0% | -0.02% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -5,165 | -100.0% | -0.02% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -5,005 | -100.0% | -0.03% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,400 | -100.0% | -0.03% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -4,732 | -100.0% | -0.03% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,246 | -100.0% | -0.04% | – |
| VEA | Exit | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $0 | – | -12,831 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-21
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.