$696 Million is the total value of MIDDLETON & CO INC/MA's 154 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 6.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $48,249,996 | +27.6% | 292,602 | +0.5% | 6.93% | +23.7% |
| AMZN | Buy | AMAZON COM INC | $29,950,382 | +23.4% | 289,964 | +0.4% | 4.30% | +19.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $26,451,565 | +23.0% | 255,004 | +4.6% | 3.80% | +19.2% |
| V | Sell | VISA INC | $20,671,526 | +7.9% | 91,686 | -0.5% | 2.97% | +4.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $20,558,663 | +7.8% | 50,011 | +0.8% | 2.95% | +4.5% |
| DHR | Buy | DANAHER CORPORATION | $19,977,931 | -4.4% | 79,265 | +0.7% | 2.87% | -7.3% |
| MSFT | Buy | MICROSOFT CORP | $18,147,810 | +20.9% | 62,948 | +0.5% | 2.61% | +17.2% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $17,176,563 | -3.3% | 20,232 | -3.9% | 2.47% | -6.3% |
| ABBV | Sell | ABBVIE INC | $16,072,624 | -2.7% | 100,851 | -1.3% | 2.31% | -5.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $15,804,441 | +9.8% | 31,808 | +0.9% | 2.27% | +6.5% |
| MRK | Sell | MERCK & CO INC | $14,267,537 | -4.6% | 134,106 | -0.5% | 2.05% | -7.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $13,697,549 | -10.9% | 28,984 | -0.0% | 1.97% | -13.6% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $13,623,552 | -3.5% | 66,671 | +0.1% | 1.96% | -6.4% |
| XOM | Sell | EXXON MOBIL CORP | $13,560,413 | -1.2% | 123,659 | -0.6% | 1.95% | -4.2% |
| CRM | Sell | SALESFORCE INC | $13,264,593 | +48.5% | 66,396 | -1.5% | 1.91% | +44.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $13,130,166 | -3.2% | 100,761 | -0.4% | 1.89% | -6.2% |
| QCOM | Sell | QUALCOMM INC | $11,577,668 | +15.7% | 90,748 | -0.3% | 1.66% | +12.2% |
| INTU | Sell | INTUIT | $11,550,656 | +14.4% | 25,908 | -0.2% | 1.66% | +10.9% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $10,970,183 | +0.9% | 143,909 | -0.4% | 1.58% | -2.1% |
| NEE | Sell | NEXTERA ENERGY INC | $10,876,528 | -8.1% | 141,107 | -0.3% | 1.56% | -10.8% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $10,648,809 | +0.7% | 43,207 | +1.4% | 1.53% | -2.3% |
| STE | Sell | STERIS PLC | $10,228,698 | +3.5% | 53,475 | -0.1% | 1.47% | +0.3% |
| VRSK | Sell | VERISK ANALYTICS INC | $10,220,318 | +8.1% | 53,270 | -0.6% | 1.47% | +4.8% |
| Buy | WISDOMTREE TRfloatng rat trea | $9,882,931 | +9.2% | 196,597 | +9.2% | 1.42% | +5.9% | |
| IQV | Sell | IQVIA HLDGS INC | $9,699,070 | -3.3% | 48,766 | -0.4% | 1.39% | -6.3% |
| AVGO | Buy | BROADCOM INC | $9,619,251 | +17.1% | 14,994 | +2.0% | 1.38% | +13.5% |
| FTV | Buy | FORTIVE CORP | $8,973,615 | +8.3% | 131,636 | +2.1% | 1.29% | +5.0% |
| SPGI | Sell | S&P GLOBAL INC | $8,935,749 | +1.2% | 25,918 | -1.7% | 1.28% | -1.9% |
| EQIX | Sell | EQUINIX INC | $8,837,022 | +9.9% | 12,256 | -0.1% | 1.27% | +6.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $8,329,380 | +0.7% | 26,976 | +0.7% | 1.20% | -2.4% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $8,107,320 | +5.1% | 116,284 | +0.5% | 1.16% | +1.9% |
| XYL | Buy | XYLEM INC | $7,768,112 | -3.6% | 74,194 | +1.8% | 1.12% | -6.5% |
| NOW | Buy | SERVICENOW INC | $7,724,111 | +24.2% | 16,621 | +3.8% | 1.11% | +20.5% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $7,591,404 | +14.9% | 19,699 | +0.4% | 1.09% | +11.4% |
| SYK | Sell | STRYKER CORPORATION | $7,588,665 | +15.7% | 26,583 | -0.9% | 1.09% | +12.1% |
| SBUX | Sell | STARBUCKS CORP | $7,556,774 | +2.8% | 72,571 | -2.1% | 1.09% | -0.4% |
| RNR | Sell | RENAISSANCERE HLDGS LTD | $7,513,351 | +5.3% | 37,503 | -3.2% | 1.08% | +2.1% |
| MSCI | Sell | MSCI INC | $7,343,133 | +19.0% | 13,120 | -1.1% | 1.06% | +15.3% |
| PANW | Buy | PALO ALTO NETWORKS INC | $7,314,079 | +57.5% | 36,618 | +10.1% | 1.05% | +52.8% |
| FISV | Sell | FISERV INC | $7,031,596 | +11.2% | 62,210 | -0.5% | 1.01% | +7.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $6,221,272 | -1.3% | 159,971 | -0.0% | 0.89% | -4.3% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $6,125,274 | +17.6% | 104,634 | +16.2% | 0.88% | +14.0% |
| ECL | Buy | ECOLAB INC | $5,803,647 | +14.0% | 35,061 | +0.3% | 0.83% | +10.6% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $5,609,136 | +0.7% | 12,728 | -1.3% | 0.81% | -2.4% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $5,057,384 | +12.8% | 14,838 | -6.1% | 0.73% | +9.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $4,755,629 | +18.5% | 45,727 | +1.1% | 0.68% | +14.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $4,672,164 | +2.7% | 48,316 | +0.5% | 0.67% | -0.4% |
| PEP | Buy | PEPSICO INC | $4,528,332 | +1.1% | 24,840 | +0.2% | 0.65% | -2.0% |
| CB | Buy | CHUBB LIMITED | $4,493,519 | -11.4% | 23,141 | +0.7% | 0.65% | -14.0% |
| HD | Sell | HOME DEPOT INC | $4,432,783 | -7.2% | 15,020 | -0.7% | 0.64% | -10.0% |
| DHRPRB | DANAHER CORPORATION5% conv pfd b | $4,230,842 | -6.1% | 3,320 | 0.0% | 0.61% | -8.8% | |
| ABT | Buy | ABBOTT LABS | $4,074,868 | -7.1% | 40,242 | +0.7% | 0.59% | -9.8% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $3,847,169 | -3.5% | 26,248 | -11.7% | 0.55% | -6.4% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $3,755,387 | +11.7% | 15,012 | +8.0% | 0.54% | +8.4% |
| APTV | Buy | APTIV PLC | $3,685,778 | +23.7% | 32,853 | +2.7% | 0.53% | +20.2% |
| FB | Sell | META PLATFORMS INCcl a | $3,652,074 | -4.2% | 17,232 | -45.6% | 0.52% | -7.1% |
| WSO | Sell | WATSCO INC | $3,389,995 | +23.7% | 10,655 | -3.0% | 0.49% | +20.0% |
| CVX | Sell | CHEVRON CORP NEW | $3,246,466 | -9.6% | 19,897 | -0.5% | 0.47% | -12.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $3,132,571 | +3.0% | 5,435 | -1.6% | 0.45% | -0.2% |
| PYPL | Buy | PAYPAL HLDGS INC | $3,004,195 | +7.9% | 39,560 | +1.2% | 0.43% | +4.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,741,330 | -13.0% | 17,686 | -0.8% | 0.39% | -15.6% |
| DIS | Buy | DISNEY WALT CO | $2,613,293 | +16.7% | 26,099 | +1.2% | 0.38% | +13.3% |
| IWR | Sell | ISHARES TRrus mid cap etf | $2,619,793 | +3.5% | 37,468 | -0.1% | 0.38% | +0.3% |
| EXC | Buy | EXELON CORP | $2,542,681 | -2.8% | 60,699 | +0.3% | 0.36% | -5.9% |
| NKE | Buy | NIKE INCcl b | $2,541,837 | +7.4% | 20,726 | +2.4% | 0.36% | +4.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,412,126 | +15.8% | 5,892 | +8.1% | 0.35% | +12.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,395,693 | -0.2% | 16,112 | +1.7% | 0.34% | -3.4% |
| LOW | Buy | LOWES COS INC | $2,339,449 | +0.7% | 11,699 | +0.4% | 0.34% | -2.3% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $2,199,499 | -21.2% | 17,305 | -2.1% | 0.32% | -23.7% |
| EOG | Buy | EOG RES INC | $2,045,916 | -4.3% | 17,848 | +8.2% | 0.29% | -7.3% |
| WCN | Buy | WASTE CONNECTIONS INC | $2,018,601 | +5.5% | 14,515 | +0.6% | 0.29% | +2.1% |
| IWF | ISHARES TRrus 1000 grw etf | $1,995,460 | +14.0% | 8,167 | 0.0% | 0.29% | +10.8% | |
| PSA | PUBLIC STORAGE | $1,805,286 | +7.8% | 5,975 | 0.0% | 0.26% | +4.4% | |
| UNP | Buy | UNION PAC CORP | $1,748,748 | -0.4% | 8,689 | +2.5% | 0.25% | -3.5% |
| CONSTELLATION ENERGY CORP | $1,418,259 | -8.9% | 18,067 | 0.0% | 0.20% | -11.7% | ||
| H | HYATT HOTELS CORP | $1,409,448 | +23.6% | 12,608 | 0.0% | 0.20% | +20.1% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,396,800 | -0.7% | 3 | 0.0% | 0.20% | -3.4% | |
| AVY | AVERY DENNISON CORP | $1,368,814 | -1.1% | 7,650 | 0.0% | 0.20% | -3.9% | |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $1,356,674 | -24.3% | 24,971 | -5.4% | 0.20% | -26.7% |
| PAYX | PAYCHEX INC | $1,340,932 | -0.8% | 11,702 | 0.0% | 0.19% | -3.5% | |
| TGT | New | TARGET CORP | $1,333,487 | – | 8,051 | +100.0% | 0.19% | – |
| IWM | ISHARES TRrussell 2000 etf | $1,331,756 | +2.3% | 7,465 | 0.0% | 0.19% | -1.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $1,316,375 | -3.0% | 13,442 | 0.0% | 0.19% | -6.0% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,233,593 | -6.8% | 5,541 | 0.0% | 0.18% | -9.7% | |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,182,040 | +5.0% | 3,253 | +0.5% | 0.17% | +1.8% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $1,180,767 | +6.4% | 21,862 | +100.0% | 0.17% | +3.7% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,128,147 | +3.5% | 2,461 | 0.0% | 0.16% | +0.6% | |
| APD | Sell | AIR PRODS & CHEMS INC | $1,098,004 | -9.2% | 3,823 | -2.5% | 0.16% | -11.7% |
| PFE | Buy | PFIZER INC | $1,010,371 | -18.3% | 24,764 | +2.6% | 0.14% | -20.8% |
| LRCX | LAM RESEARCH CORP | $931,893 | +26.1% | 1,758 | 0.0% | 0.13% | +22.9% | |
| IWD | Sell | ISHARES TRrus 1000 val etf | $891,425 | +0.1% | 5,855 | -0.3% | 0.13% | -3.0% |
| BDXB | BECTON DICKINSON & CO6% dp conv pfd b | $798,503 | -0.7% | 16,060 | 0.0% | 0.12% | -3.4% | |
| ANTM | ELEVANCE HEALTH INC | $781,677 | -10.4% | 1,700 | 0.0% | 0.11% | -13.2% | |
| NOC | Buy | NORTHROP GRUMMAN CORP | $736,443 | -9.7% | 1,595 | +6.7% | 0.11% | -12.4% |
| SYY | Sell | SYSCO CORP | $702,252 | -32.9% | 9,093 | -33.5% | 0.10% | -34.8% |
| CVS | Sell | CVS HEALTH CORP | $670,648 | -50.0% | 9,025 | -37.3% | 0.10% | -51.8% |
| INTC | Sell | INTEL CORP | $667,641 | +3.4% | 20,436 | -16.3% | 0.10% | 0.0% |
| KO | COCA COLA CO | $624,952 | -2.5% | 10,075 | 0.0% | 0.09% | -5.3% | |
| ILMN | ILLUMINA INC | $602,537 | +15.0% | 2,591 | 0.0% | 0.09% | +11.5% | |
| BAC | Sell | BANK AMERICA CORP | $565,095 | -30.1% | 19,759 | -19.0% | 0.08% | -32.5% |
| ZTS | Buy | ZOETIS INCcl a | $549,918 | +33.1% | 3,304 | +17.2% | 0.08% | +29.5% |
| BDX | Sell | BECTON DICKINSON & CO | $548,301 | -6.9% | 2,215 | -4.3% | 0.08% | -9.2% |
| MTD | Buy | METTLER TOLEDO INTERNATIONAL | $527,922 | +10.7% | 345 | +4.5% | 0.08% | +7.0% |
| ACN | Buy | ACCENTURE PLC IRELAND | $515,601 | +20.5% | 1,804 | +12.5% | 0.07% | +17.5% |
| IBDO | ISHARES TRibonds dec23 etf | $513,876 | +0.6% | 20,400 | 0.0% | 0.07% | -2.6% | |
| AMGN | AMGEN INC | $482,533 | -8.0% | 1,996 | 0.0% | 0.07% | -11.5% | |
| EW | EDWARDS LIFESCIENCES CORP | $473,216 | +10.9% | 5,720 | 0.0% | 0.07% | +7.9% | |
| EPAM | EPAM SYS INC | $464,945 | -8.8% | 1,555 | 0.0% | 0.07% | -11.8% | |
| IBB | ISHARES TRishares biotech | $464,976 | -1.6% | 3,600 | 0.0% | 0.07% | -4.3% | |
| AGG | ISHARES TRcore us aggbd et | $466,813 | +2.7% | 4,685 | 0.0% | 0.07% | 0.0% | |
| WMT | Sell | WALMART INC | $455,544 | +2.7% | 3,089 | -1.2% | 0.06% | -1.5% |
| EEM | ISHARES TRmsci emg mkt etf | $435,441 | +4.1% | 11,035 | 0.0% | 0.06% | +1.6% | |
| JMST | New | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $441,873 | – | 8,700 | +100.0% | 0.06% | – |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $430,336 | +7.2% | 6,736 | -1.8% | 0.06% | +5.1% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $429,258 | -32.7% | 5,086 | -37.5% | 0.06% | -34.0% |
| BLK | BLACKROCK INC | $414,854 | -5.6% | 620 | 0.0% | 0.06% | -7.7% | |
| IDXX | Sell | IDEXX LABS INC | $420,067 | +19.0% | 840 | -2.9% | 0.06% | +15.4% |
| ROK | ROCKWELL AUTOMATION INC | $410,830 | +13.9% | 1,400 | 0.0% | 0.06% | +11.3% | |
| CCI | CROWN CASTLE INC | $402,858 | -1.3% | 3,010 | 0.0% | 0.06% | -4.9% | |
| ORCL | Sell | ORACLE CORP | $402,344 | +12.4% | 4,330 | -1.1% | 0.06% | +9.4% |
| NVDA | Buy | NVIDIA CORPORATION | $400,267 | +92.7% | 1,441 | +1.2% | 0.06% | +87.1% |
| CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $398,880 | +6.9% | 8,000 | 0.0% | 0.06% | +3.6% | |
| CI | THE CIGNA GROUP | $389,428 | -22.9% | 1,524 | 0.0% | 0.06% | -25.3% | |
| IGSB | Buy | ISHARES TR | $390,472 | +24.3% | 7,726 | +22.5% | 0.06% | +19.1% |
| TROW | PRICE T ROWE GROUP INC | $369,183 | +3.5% | 3,270 | 0.0% | 0.05% | 0.0% | |
| URI | UNITED RENTALS INC | $363,308 | +11.3% | 918 | 0.0% | 0.05% | +8.3% | |
| IWP | ISHARES TRrus md cp gr etf | $340,709 | +8.9% | 3,742 | 0.0% | 0.05% | +6.5% | |
| GXO LOGISTICS INCORPORATED | $333,288 | +18.2% | 6,605 | 0.0% | 0.05% | +14.3% | ||
| WAT | WATERS CORP | $331,304 | -9.6% | 1,070 | 0.0% | 0.05% | -11.1% | |
| PLD | PROLOGIS INC. | $311,925 | +10.7% | 2,500 | 0.0% | 0.04% | +7.1% | |
| PH | Sell | PARKER-HANNIFIN CORP | $289,055 | +9.8% | 860 | -5.0% | 0.04% | +7.7% |
| XPO | XPO INC | $289,333 | -4.2% | 9,070 | 0.0% | 0.04% | -6.7% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $282,206 | +7.4% | 10,896 | 0.0% | 0.04% | +5.1% | |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $279,664 | -97.5% | 5,550 | -97.5% | 0.04% | -97.6% |
| LLY | LILLY ELI & CO | $270,272 | -6.1% | 787 | 0.0% | 0.04% | -9.3% | |
| HON | Buy | HONEYWELL INTL INC | $269,861 | -9.9% | 1,412 | +1.0% | 0.04% | -11.4% |
| USB | Sell | US BANCORP DEL | $263,922 | -30.3% | 7,321 | -15.7% | 0.04% | -32.1% |
| MCD | MCDONALDS CORP | $260,184 | +6.1% | 931 | 0.0% | 0.04% | +2.8% | |
| CAT | CATERPILLAR INC | $249,436 | -4.5% | 1,090 | 0.0% | 0.04% | -7.7% | |
| MMM | Sell | 3M CO | $243,435 | -29.3% | 2,316 | -19.4% | 0.04% | -31.4% |
| CL | COLGATE PALMOLIVE CO | $241,983 | -4.6% | 3,220 | 0.0% | 0.04% | -7.9% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $242,254 | -7.0% | 1,848 | 0.0% | 0.04% | -10.3% | |
| CSCO | CISCO SYS INC | $235,603 | +9.5% | 4,507 | 0.0% | 0.03% | +6.2% | |
| ITW | ILLINOIS TOOL WKS INC | $230,547 | +10.5% | 947 | 0.0% | 0.03% | +6.5% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $225,266 | +1.7% | 2,160 | 0.0% | 0.03% | -3.0% | |
| MDT | Sell | MEDTRONIC PLC | $225,736 | -18.2% | 2,800 | -21.1% | 0.03% | -22.0% |
| CSX | Sell | CSX CORP | $220,807 | -6.5% | 7,375 | -3.3% | 0.03% | -8.6% |
| FDS | FACTSET RESH SYS INC | $207,545 | +3.5% | 500 | 0.0% | 0.03% | 0.0% | |
| GLD | New | SPDR GOLD TR | $205,573 | – | 1,122 | +100.0% | 0.03% | – |
| INDB | INDEPENDENT BK CORP MASS | $210,771 | -22.3% | 3,212 | 0.0% | 0.03% | -25.0% | |
| AXP | Sell | AMERICAN EXPRESS CO | $209,322 | +1.2% | 1,269 | -9.4% | 0.03% | -3.2% |
| MMC | MARSH & MCLENNAN COS INC | $201,525 | +0.6% | 1,210 | 0.0% | 0.03% | -3.3% | |
| ISRG | INTUITIVE SURGICAL INC | $200,033 | -3.9% | 783 | 0.0% | 0.03% | -6.5% | |
| PODD | New | INSULET CORP | $204,772 | – | 642 | +100.0% | 0.03% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -5,210 | -100.0% | -0.03% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -4,980 | -100.0% | -0.03% | – |
| NTB | Exit | BANK OF NT BUTTERFIELD&SON L | $0 | – | -10,000 | -100.0% | -0.04% | – |
| SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -11,209 | -100.0% | -0.38% | – |
| LW | Exit | LAMB WESTON HLDGS INC | $0 | – | -42,963 | -100.0% | -0.57% | – |
| FRC | Exit | FIRST REP BK SAN FRANCISCO C | $0 | – | -65,435 | -100.0% | -1.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-28
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.