$657 Million is the total value of MIDDLETON & CO INC/MA's 145 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 19.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $41,395,000 | -14.5% | 299,532 | -15.4% | 6.30% | +1.6% |
| AMZN | Sell | AMAZON COM INC | $33,501,000 | -4.6% | 296,469 | -10.3% | 5.10% | +13.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $23,730,000 | -23.8% | 248,097 | +1636.8% | 3.61% | -9.5% |
| DHR | Sell | DANAHER CORPORATION | $20,886,000 | -13.6% | 80,862 | -15.2% | 3.18% | +2.6% |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $19,763,000 | – | 266,062 | +100.0% | 3.01% | – |
| IVV | Sell | ISHARES TRcore s&p500 etf | $17,835,000 | -6.7% | 49,728 | -1.4% | 2.71% | +10.8% |
| V | Sell | VISA INC | $16,636,000 | -21.5% | 93,645 | -13.0% | 2.53% | -6.7% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $15,970,000 | -9.4% | 22,706 | -18.6% | 2.43% | +7.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $15,232,000 | -15.8% | 30,159 | -14.3% | 2.32% | +0.0% |
| COST | Sell | COSTCO WHSL CORP NEW | $14,939,000 | -11.5% | 31,633 | -10.2% | 2.27% | +5.1% |
| MSFT | Sell | MICROSOFT CORP | $14,871,000 | -11.9% | 63,853 | -2.8% | 2.26% | +4.7% |
| ABBV | Sell | ABBVIE INC | $13,710,000 | -15.2% | 102,156 | -3.3% | 2.09% | +0.6% |
| MRK | Sell | MERCK & CO INC | $11,704,000 | -13.2% | 135,907 | -8.1% | 1.78% | +3.1% |
| FLOT | New | ISHARES TRfltg rate nt etf | $11,685,000 | – | 232,444 | +100.0% | 1.78% | – |
| NEE | Sell | NEXTERA ENERGY INC | $11,492,000 | -15.9% | 146,559 | -17.0% | 1.75% | -0.1% |
| XOM | Buy | EXXON MOBIL CORP | $11,117,000 | +2.2% | 127,324 | +0.3% | 1.69% | +21.5% |
| JPM | Sell | JPMORGAN CHASE & CO | $10,928,000 | -23.3% | 104,573 | -17.3% | 1.66% | -8.9% |
| QCOM | Sell | QUALCOMM INC | $10,572,000 | -13.4% | 93,572 | -2.1% | 1.61% | +2.9% |
| INTU | Sell | INTUIT | $10,305,000 | -9.7% | 26,605 | -10.1% | 1.57% | +7.3% |
| CRM | Sell | SALESFORCE INC | $10,277,000 | -27.5% | 71,447 | -16.8% | 1.56% | -13.9% |
| VRSK | Sell | VERISK ANALYTICS INC | $9,465,000 | -17.1% | 55,503 | -15.9% | 1.44% | -1.6% |
| FRC | Sell | FIRST REP BK SAN FRANCISCO C | $9,283,000 | -14.5% | 71,106 | -5.5% | 1.41% | +1.6% |
| STE | Sell | STERIS PLC | $9,175,000 | -31.0% | 55,178 | -14.4% | 1.40% | -18.0% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $9,174,000 | -25.3% | 42,494 | -11.9% | 1.40% | -11.3% |
| IQV | Sell | IQVIA HLDGS INC | $9,041,000 | -24.2% | 49,914 | -9.2% | 1.38% | -10.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $8,499,000 | -34.2% | 223,838 | -12.0% | 1.29% | -21.8% |
| SPGI | Sell | S&P GLOBAL INC | $8,391,000 | -22.1% | 27,481 | -14.0% | 1.28% | -7.5% |
| New | WISDOMTREE TRfloatng rat trea | $8,198,000 | – | 163,037 | +100.0% | 1.25% | – | |
| SBUX | Sell | STARBUCKS CORP | $7,889,000 | -4.6% | 93,632 | -13.5% | 1.20% | +13.3% |
| NOW | Sell | SERVICENOW INC | $7,724,000 | -31.3% | 20,456 | -13.5% | 1.18% | -18.5% |
| FTV | Buy | FORTIVE CORP | $7,453,000 | +16.4% | 127,847 | +8.6% | 1.13% | +38.3% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $7,313,000 | -14.4% | 27,387 | -12.5% | 1.11% | +1.6% |
| FB | Sell | META PLATFORMS INCcl a | $7,277,000 | -31.0% | 53,637 | -18.0% | 1.11% | -18.1% |
| FISV | Buy | FISERV INC | $7,096,000 | +5.9% | 75,833 | +0.7% | 1.08% | +25.7% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $6,930,000 | -38.7% | 25,181 | -18.5% | 1.05% | -27.3% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $6,586,000 | -29.5% | 120,118 | -20.1% | 1.00% | -16.2% |
| AVGO | Sell | BROADCOM INC | $6,475,000 | -16.9% | 14,583 | -9.1% | 0.98% | -1.4% |
| XYL | Buy | XYLEM INC | $6,448,000 | +16.2% | 73,804 | +4.0% | 0.98% | +38.0% |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $6,152,000 | – | 106,452 | +100.0% | 0.94% | – |
| MSCI | Sell | MSCI INC | $5,937,000 | -17.5% | 14,075 | -19.4% | 0.90% | -2.1% |
| RNR | Sell | RENAISSANCERE HLDGS LTD | $5,658,000 | -25.5% | 40,304 | -17.0% | 0.86% | -11.5% |
| SYK | Sell | STRYKER CORPORATION | $5,622,000 | -12.8% | 27,758 | -14.4% | 0.86% | +3.5% |
| ECL | Sell | ECOLAB INC | $5,336,000 | -16.9% | 36,951 | -11.6% | 0.81% | -1.3% |
| SIVB | Sell | SVB FINANCIAL GROUP | $5,308,000 | -28.4% | 15,809 | -15.7% | 0.81% | -14.9% |
| PYPL | Sell | PAYPAL HLDGS INC | $5,194,000 | -0.7% | 60,343 | -19.4% | 0.79% | +17.9% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $5,085,000 | -11.8% | 20,439 | -9.1% | 0.77% | +4.7% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $5,011,000 | -36.6% | 13,934 | -30.4% | 0.76% | -24.7% |
| PANW | Buy | PALO ALTO NETWORKS INC | $4,780,000 | -15.7% | 29,182 | +154.1% | 0.73% | 0.0% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $4,645,000 | -42.7% | 53,276 | -39.3% | 0.71% | -32.0% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $4,484,000 | -12.6% | 31,067 | -13.6% | 0.68% | +3.8% |
| DHRPRB | DANAHER CORPORATION5% conv pfd b | $4,474,000 | +1.8% | 3,320 | 0.0% | 0.68% | +21.0% | |
| PEP | Sell | PEPSICO INC | $4,471,000 | -36.9% | 27,387 | -35.6% | 0.68% | -25.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $4,435,000 | -20.9% | 46,127 | +1699.0% | 0.68% | -6.1% |
| CB | Sell | CHUBB LIMITED | $4,324,000 | -8.0% | 23,774 | -0.6% | 0.66% | +9.3% |
| HD | Sell | HOME DEPOT INC | $4,185,000 | -33.1% | 15,167 | -33.5% | 0.64% | -20.6% |
| ABT | Sell | ABBOTT LABS | $3,954,000 | -34.9% | 40,862 | -26.9% | 0.60% | -22.6% |
| APTV | Sell | APTIV PLC | $3,538,000 | -19.2% | 45,232 | -8.0% | 0.54% | -4.1% |
| LW | Sell | LAMB WESTON HLDGS INC | $3,432,000 | +7.0% | 44,353 | -1.1% | 0.52% | +27.0% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $3,227,000 | -41.9% | 14,718 | -40.0% | 0.49% | -30.9% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $3,095,000 | -51.2% | 6,102 | -47.7% | 0.47% | -42.1% |
| CVX | Buy | CHEVRON CORP NEW | $2,907,000 | -0.3% | 20,232 | +0.5% | 0.44% | +18.5% |
| WSO | Sell | WATSCO INC | $2,872,000 | +6.6% | 11,155 | -1.1% | 0.44% | +26.7% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $2,664,000 | -8.2% | 17,831 | -3.0% | 0.40% | +8.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,620,000 | -10.5% | 16,036 | -2.7% | 0.40% | +6.4% |
| DIS | Sell | DISNEY WALT CO | $2,614,000 | -21.7% | 27,713 | -21.7% | 0.40% | -7.0% |
| IWR | Sell | ISHARES TRrus mid cap etf | $2,326,000 | -26.3% | 37,429 | -23.3% | 0.35% | -12.4% |
| EXC | Sell | EXELON CORP | $2,327,000 | -33.8% | 62,119 | -19.9% | 0.35% | -21.3% |
| LOW | Sell | LOWES COS INC | $2,232,000 | +4.1% | 11,883 | -3.2% | 0.34% | +23.6% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $2,196,000 | -17.9% | 29,054 | -0.5% | 0.33% | -2.6% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,015,000 | -23.1% | 15,962 | -12.4% | 0.31% | -8.6% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,002,000 | -19.2% | 5,604 | -14.7% | 0.30% | -3.8% |
| WCN | Sell | WASTE CONNECTIONS INC | $1,881,000 | +8.7% | 13,923 | -0.3% | 0.29% | +28.8% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,718,000 | -5.2% | 8,167 | -1.5% | 0.26% | +12.5% |
| EOG | EOG RES INC | $1,716,000 | +1.2% | 15,360 | 0.0% | 0.26% | +20.3% | |
| NKE | Sell | NIKE INCcl b | $1,688,000 | -18.9% | 20,310 | -0.3% | 0.26% | -3.7% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $1,558,000 | -57.7% | 24,418 | -53.2% | 0.24% | -49.8% |
| UNP | Sell | UNION PAC CORP | $1,506,000 | -8.9% | 7,731 | -0.3% | 0.23% | +8.0% |
| CVS | Sell | CVS HEALTH CORP | $1,406,000 | +1.4% | 14,743 | -1.4% | 0.21% | +20.2% |
| Sell | CONSTELLATION ENERGY CORP | $1,399,000 | +9.1% | 16,819 | -24.9% | 0.21% | +29.9% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,375,000 | -60.0% | 16,794 | -53.1% | 0.21% | -52.6% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,355,000 | -16.4% | 8,215 | -14.1% | 0.21% | -1.0% |
| AGG | New | ISHARES TRcore us aggbd et | $1,318,000 | – | 13,685 | +100.0% | 0.20% | – |
| PAYX | Sell | PAYCHEX INC | $1,313,000 | -13.8% | 11,702 | -12.6% | 0.20% | +2.6% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,267,000 | +6.7% | 5,601 | -0.8% | 0.19% | +27.0% |
| AVY | Sell | AVERY DENNISON CORP | $1,245,000 | -0.2% | 7,650 | -0.8% | 0.19% | +18.1% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,219,000 | -0.7% | 3 | 0.0% | 0.18% | +17.8% | |
| BAC | Sell | BK OF AMERICA CORP | $1,062,000 | -63.8% | 35,177 | -62.7% | 0.16% | -56.9% |
| SYY | Sell | SYSCO CORP | $1,041,000 | -19.8% | 14,718 | -4.0% | 0.16% | -4.8% |
| H | Sell | HYATT HOTELS CORP | $1,031,000 | +9.1% | 12,733 | -0.5% | 0.16% | +29.8% |
| PFE | Sell | PFIZER INC | $1,001,000 | -23.9% | 22,885 | -8.9% | 0.15% | -10.1% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $988,000 | -22.2% | 2,461 | -19.9% | 0.15% | -8.0% |
| MNST | New | MONSTER BEVERAGE CORP NEW | $964,000 | – | 11,081 | +100.0% | 0.15% | – |
| APD | Sell | AIR PRODS & CHEMS INC | $935,000 | -5.0% | 4,018 | -1.8% | 0.14% | +12.7% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $850,000 | -14.0% | 2,988 | -4.6% | 0.13% | +1.6% |
| IWD | ISHARES TRrus 1000 val etf | $807,000 | -6.2% | 5,935 | 0.0% | 0.12% | +11.8% | |
| BDXB | Buy | BECTON DICKINSON & CO6% dp conv pfd b | $781,000 | +20.9% | 16,560 | +26.8% | 0.12% | +43.4% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $715,000 | -2.1% | 1,520 | -0.3% | 0.11% | +16.0% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $680,000 | -51.2% | 19,485 | -43.9% | 0.10% | -42.1% |
| INTC | Sell | INTEL CORP | $641,000 | -41.5% | 24,871 | -15.1% | 0.10% | -30.0% |
| LRCX | Sell | LAM RESEARCH CORP | $643,000 | -19.3% | 1,758 | -6.0% | 0.10% | -3.9% |
| IBDO | New | ISHARES TRibonds dec23 etf | $609,000 | – | 24,400 | +100.0% | 0.09% | – |
| EPAM | EPAM SYS INC | $563,000 | +22.9% | 1,555 | 0.0% | 0.09% | +45.8% | |
| KO | Sell | COCA COLA CO | $564,000 | -21.2% | 10,075 | -11.4% | 0.09% | -6.5% |
| ANTM | ELEVANCE HEALTH INC | $545,000 | -5.9% | 1,200 | 0.0% | 0.08% | +12.2% | |
| ILMN | Sell | ILLUMINA INC | $499,000 | +2.5% | 2,618 | -0.9% | 0.08% | +22.6% |
| BLK | Sell | BLACKROCK INC | $477,000 | -67.9% | 866 | -64.6% | 0.07% | -61.8% |
| CI | CIGNA CORP NEW | $470,000 | +5.1% | 1,695 | 0.0% | 0.07% | +26.3% | |
| IBB | Sell | ISHARES TRishares biotech | $421,000 | -6.4% | 3,600 | -5.9% | 0.06% | +10.3% |
| USB | Buy | US BANCORP DEL | $414,000 | -5.3% | 10,263 | +8.2% | 0.06% | +12.5% |
| ACN | Sell | ACCENTURE PLC IRELAND | $413,000 | -25.2% | 1,604 | -19.4% | 0.06% | -11.3% |
| XPO | XPO LOGISTICS INC | $417,000 | -7.5% | 9,370 | 0.0% | 0.06% | +8.6% | |
| WMT | Sell | WALMART INC | $406,000 | +2.0% | 3,127 | -4.5% | 0.06% | +21.6% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $398,000 | -6.6% | 6,876 | -2.6% | 0.06% | +10.9% |
| AMGN | Sell | AMGEN INC | $370,000 | -19.6% | 1,641 | -13.2% | 0.06% | -5.1% |
| MDT | Sell | MEDTRONIC PLC | $368,000 | -23.8% | 4,561 | -15.3% | 0.06% | -9.7% |
| MTD | METTLER TOLEDO INTERNATIONAL | $358,000 | -5.5% | 330 | 0.0% | 0.05% | +10.2% | |
| TROW | Sell | PRICE T ROWE GROUP INC | $349,000 | -10.3% | 3,320 | -2.9% | 0.05% | +6.0% |
| MMM | Sell | 3M CO | $348,000 | -25.2% | 3,150 | -12.3% | 0.05% | -11.7% |
| CL | Sell | COLGATE PALMOLIVE CO | $336,000 | -77.9% | 4,778 | -74.8% | 0.05% | -73.8% |
| CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $328,000 | -7.1% | 8,000 | 0.0% | 0.05% | +11.1% | |
| D | DOMINION ENERGY INC | $329,000 | -13.4% | 4,758 | 0.0% | 0.05% | +2.0% | |
| NTB | BANK OF NT BUTTERFIELD&SON L | $325,000 | +4.2% | 10,000 | 0.0% | 0.05% | +22.5% | |
| BDX | BECTON DICKINSON & CO | $320,000 | -9.6% | 1,435 | 0.0% | 0.05% | +8.9% | |
| IGSB | New | ISHARES TR | $311,000 | – | 6,305 | +100.0% | 0.05% | – |
| ROK | ROCKWELL AUTOMATION INC | $301,000 | +7.9% | 1,400 | 0.0% | 0.05% | +27.8% | |
| IWP | ISHARES TRrus md cp gr etf | $293,000 | -1.0% | 3,742 | 0.0% | 0.04% | +18.4% | |
| WAT | Sell | WATERS CORP | $288,000 | -19.8% | 1,070 | -1.4% | 0.04% | -4.3% |
| IDXX | IDEXX LABS INC | $282,000 | -6.9% | 865 | 0.0% | 0.04% | +10.3% | |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $282,000 | – | 2,850 | +100.0% | 0.04% | – |
| EFA | Sell | ISHARES TRmsci eafe etf | $278,000 | -74.8% | 4,965 | -71.8% | 0.04% | -70.2% |
| ORCL | Sell | ORACLE CORP | $271,000 | -17.1% | 4,430 | -5.3% | 0.04% | -2.4% |
| EW | EDWARDS LIFESCIENCES CORP | $267,000 | -13.3% | 3,235 | 0.0% | 0.04% | +5.1% | |
| LIN | Sell | LINDE PLC | $269,000 | -84.8% | 999 | -83.8% | 0.04% | -81.9% |
| INDB | INDEPENDENT BK CORP MASS | $262,000 | -6.1% | 3,512 | 0.0% | 0.04% | +11.1% | |
| LLY | LILLY ELI & CO | $254,000 | -0.4% | 787 | 0.0% | 0.04% | +18.2% | |
| PLD | PROLOGIS INC. | $254,000 | -13.6% | 2,500 | 0.0% | 0.04% | +2.6% | |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $252,000 | – | 5,242 | +100.0% | 0.04% | – |
| GXO LOGISTICS INCORPORATED | $237,000 | -18.8% | 6,755 | 0.0% | 0.04% | -2.7% | ||
| PH | PARKER-HANNIFIN CORP | $219,000 | -1.8% | 905 | 0.0% | 0.03% | +13.8% | |
| MCD | Sell | MCDONALDS CORP | $215,000 | -22.9% | 931 | -17.7% | 0.03% | -8.3% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $220,000 | -20.0% | 1,848 | -5.1% | 0.03% | -5.7% |
| CSX | CSX CORP | $203,000 | -8.6% | 7,625 | 0.0% | 0.03% | +10.7% | |
| WFC | New | WELLS FARGO CO NEW | $201,000 | – | 5,005 | +100.0% | 0.03% | – |
| FDS | Sell | FACTSET RESH SYS INC | $200,000 | -19.4% | 500 | -22.5% | 0.03% | -6.2% |
| VSTM | VERASTEM INC | $25,000 | -28.6% | 30,000 | 0.0% | 0.00% | 0.0% | |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -1,886 | -100.0% | -0.03% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -2,160 | -100.0% | -0.03% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -5,184 | -100.0% | -0.03% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC | $0 | – | -1,410 | -100.0% | -0.03% | – |
| METPRE | Exit | Metlife Incpfd | $0 | – | -10,000 | -100.0% | -0.03% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -6,100 | -100.0% | -0.03% | – |
| RNRPRF | Exit | Renaissancere Hldgs Ltdpfd | $0 | – | -13,000 | -100.0% | -0.04% | – |
| NEEPRN | Exit | Nextera Energy Cap Hldgs Incpfd | $0 | – | -13,000 | -100.0% | -0.04% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -15,350 | -100.0% | -0.05% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -5,400 | -100.0% | -0.06% | – |
| C | Exit | CITIGROUP INC | $0 | – | -9,480 | -100.0% | -0.06% | – |
| CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -3,010 | -100.0% | -0.06% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -36,442 | -100.0% | -0.19% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -31,621 | -100.0% | -0.20% | – |
| PSA | Exit | PUBLIC STORAGE | $0 | – | -5,715 | -100.0% | -0.23% | – |
| TTE | Exit | TOTALENERGIES SEsponsored ads | $0 | – | -46,783 | -100.0% | -0.32% | – |
| EQIX | Exit | EQUINIX INC | $0 | – | -12,590 | -100.0% | -1.06% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -75,694 | -100.0% | -2.48% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-02
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.