$802 Million is the total value of MIDDLETON & CO INC/MA's 157 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 9.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $53,695,847 | +11.0% | 278,896 | -1.2% | 6.70% | +0.2% |
| AMZN | Sell | AMAZON COM INC | $43,428,858 | +18.2% | 285,829 | -1.1% | 5.42% | +6.7% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $35,588,821 | +5.0% | 254,770 | -1.6% | 4.44% | -5.2% |
| MSFT | Sell | MICROSOFT CORP | $23,999,121 | +18.3% | 63,821 | -0.6% | 2.99% | +6.8% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $23,783,717 | +10.7% | 49,795 | -0.5% | 2.97% | -0.1% |
| V | Sell | VISA INC | $22,243,523 | +10.7% | 85,437 | -2.2% | 2.77% | -0.0% |
| COST | Sell | COSTCO WHSL CORP NEW | $20,728,492 | +14.9% | 31,403 | -1.6% | 2.58% | +3.7% |
| DHR | Sell | DANAHER CORPORATION | $20,103,660 | -11.2% | 86,901 | -4.8% | 2.51% | -19.9% |
| AVGO | Sell | BROADCOM INC | $17,421,314 | +31.9% | 15,607 | -1.8% | 2.17% | +19.1% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $16,708,107 | +0.7% | 17,586 | -3.7% | 2.08% | -9.2% |
| CRM | Sell | SALESFORCE INC | $16,454,934 | +24.4% | 62,533 | -4.1% | 2.05% | +12.3% |
| INTU | Buy | INTUIT | $16,179,656 | +23.5% | 25,886 | +0.9% | 2.02% | +11.4% |
| JPM | Sell | JPMORGAN CHASE & CO | $15,362,581 | +15.2% | 90,315 | -1.8% | 1.92% | +4.0% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $15,301,851 | +2.8% | 29,065 | -1.5% | 1.91% | -7.2% |
| MRK | Buy | MERCK & CO INC | $15,046,613 | +9.1% | 138,017 | +3.0% | 1.88% | -1.5% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $13,992,910 | +29.9% | 64,818 | -1.0% | 1.74% | +17.3% |
| ABBV | Sell | ABBVIE INC | $13,982,633 | +3.0% | 90,228 | -1.0% | 1.74% | -7.1% |
| NOW | Sell | SERVICENOW INC | $13,526,458 | +25.3% | 19,146 | -0.9% | 1.69% | +13.1% |
| QCOM | Sell | QUALCOMM INC | $13,320,900 | +29.7% | 92,103 | -0.4% | 1.66% | +17.0% |
| XOM | Buy | EXXON MOBIL CORP | $12,582,473 | -14.0% | 125,850 | +1.1% | 1.57% | -22.4% |
| PANW | Buy | PALO ALTO NETWORKS INC | $12,534,169 | +30.6% | 42,506 | +3.9% | 1.56% | +17.9% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $12,430,936 | +6.8% | 128,965 | +1.4% | 1.55% | -3.7% |
| VRSK | Sell | VERISK ANALYTICS INC | $12,275,891 | -0.9% | 51,394 | -2.0% | 1.53% | -10.5% |
| NEE | Buy | NEXTERA ENERGY INC | $11,953,511 | +37.3% | 196,798 | +29.5% | 1.49% | +23.9% |
| STE | Buy | STERIS PLC | $11,753,841 | +0.4% | 53,463 | +0.2% | 1.47% | -9.4% |
| ADBE | Sell | ADOBE INC | $11,411,765 | +12.5% | 19,128 | -3.8% | 1.42% | +1.6% |
| IQV | Sell | IQVIA HLDGS INC | $11,387,367 | +16.2% | 49,215 | -1.2% | 1.42% | +4.9% |
| SPGI | Sell | S&P GLOBAL INC | $10,947,362 | +17.6% | 24,851 | -2.4% | 1.36% | +6.1% |
| FTV | Sell | FORTIVE CORP | $10,026,258 | -1.6% | 136,171 | -0.8% | 1.25% | -11.2% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $9,898,028 | +1.0% | 27,752 | -0.8% | 1.23% | -8.9% |
| EQIX | Sell | EQUINIX INC | $9,755,319 | +9.1% | 12,113 | -1.6% | 1.22% | -1.5% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $9,299,332 | +1.7% | 120,193 | -1.2% | 1.16% | -8.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $9,221,932 | +10.2% | 127,322 | +5.6% | 1.15% | -0.5% |
| XYL | Buy | XYLEM INC | $8,868,504 | +26.0% | 77,549 | +0.3% | 1.11% | +13.8% |
| SNPS | Buy | SYNOPSYS INC | $7,790,073 | +34.6% | 15,129 | +19.9% | 0.97% | +21.5% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $7,704,226 | +3.4% | 132,080 | +2.1% | 0.96% | -6.6% |
| FISV | Sell | FISERV INC | $7,697,281 | +17.0% | 57,944 | -0.5% | 0.96% | +5.6% |
| SYK | Sell | STRYKER CORPORATION | $7,554,494 | +8.5% | 25,227 | -1.0% | 0.94% | -2.1% |
| ECL | Sell | ECOLAB INC | $7,451,018 | +16.1% | 37,565 | -0.8% | 0.93% | +4.7% |
| MSCI | Buy | MSCI INC | $7,157,169 | +11.0% | 12,653 | +0.7% | 0.89% | +0.2% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $6,805,751 | +4.0% | 46,535 | +2.8% | 0.85% | -6.1% |
| SBUX | Sell | STARBUCKS CORP | $6,363,598 | +1.1% | 66,281 | -3.9% | 0.79% | -8.7% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $6,297,259 | +4.4% | 11,551 | -7.3% | 0.78% | -5.9% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $6,254,502 | +4.6% | 44,380 | -2.1% | 0.78% | -5.6% |
| FB | Sell | META PLATFORMS INCcl a | $5,861,450 | +14.4% | 16,560 | -3.0% | 0.73% | +3.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $5,507,435 | +16.5% | 50,877 | +1.6% | 0.69% | +5.2% |
| Sell | WISDOMTREE TRfloatng rat trea | $5,396,881 | -5.9% | 107,422 | -5.8% | 0.67% | -15.1% | |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $5,364,948 | -2.4% | 13,236 | -1.4% | 0.67% | -11.9% |
| HD | Sell | HOME DEPOT INC | $4,873,627 | +9.0% | 14,063 | -5.0% | 0.61% | -1.6% |
| CB | Sell | CHUBB LIMITED | $4,738,090 | +6.8% | 20,965 | -1.7% | 0.59% | -3.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $4,458,079 | +13.7% | 16,085 | +2.3% | 0.56% | +2.6% |
| ABT | Sell | ABBOTT LABS | $4,236,152 | +12.9% | 38,486 | -0.7% | 0.53% | +1.7% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $4,230,220 | +12.1% | 20,560 | -2.5% | 0.53% | +1.1% |
| PEP | Sell | PEPSICO INC | $4,114,884 | -0.5% | 24,228 | -0.7% | 0.51% | -10.2% |
| PYPL | Buy | PAYPAL HLDGS INC | $4,069,893 | +16.2% | 66,274 | +10.6% | 0.51% | +5.0% |
| WSO | Sell | WATSCO INC | $4,056,325 | +9.2% | 9,467 | -3.7% | 0.51% | -1.4% |
| RNR | Sell | RENAISSANCERE HLDGS LTD | $3,630,508 | -21.9% | 18,523 | -21.2% | 0.45% | -29.5% |
| DIS | Sell | DISNEY WALT CO | $3,493,681 | +9.0% | 38,694 | -2.2% | 0.44% | -1.6% |
| APTV | Sell | APTIV PLC | $3,313,180 | -16.3% | 36,928 | -8.1% | 0.41% | -24.5% |
| CVX | Sell | CHEVRON CORP NEW | $3,089,468 | -18.7% | 20,712 | -8.1% | 0.38% | -26.7% |
| EXC | Buy | EXELON CORP | $3,016,749 | +6.0% | 84,032 | +11.6% | 0.38% | -4.3% |
| IWR | Sell | ISHARES TRrus mid cap etf | $2,772,197 | +11.6% | 35,664 | -0.6% | 0.35% | +0.9% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $2,771,785 | +3.9% | 5,222 | -0.9% | 0.35% | -6.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,683,600 | +8.6% | 5,646 | -2.3% | 0.34% | -1.8% |
| LOW | Sell | LOWES COS INC | $2,592,930 | +6.0% | 11,651 | -1.0% | 0.32% | -4.4% |
| New | VERALTO CORP | $2,397,139 | – | 29,141 | +100.0% | 0.30% | – | |
| PG | Sell | PROCTER AND GAMBLE CO | $2,393,877 | +0.1% | 16,336 | -0.4% | 0.30% | -9.4% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $2,391,426 | +13.1% | 7,888 | -0.8% | 0.30% | +2.1% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,266,304 | -2.1% | 14,459 | -2.7% | 0.28% | -11.6% |
| EOG | Sell | EOG RES INC | $2,251,847 | -5.7% | 18,618 | -1.2% | 0.28% | -14.8% |
| ROL | Buy | ROLLINS INC | $2,228,043 | +20.1% | 51,020 | +2.7% | 0.28% | +8.6% |
| WCN | Sell | WASTE CONNECTIONS INC | $2,183,223 | +10.5% | 14,626 | -0.6% | 0.27% | -0.4% |
| NKE | Sell | NIKE INCcl b | $2,091,492 | +12.5% | 19,264 | -0.9% | 0.26% | +1.6% |
| Sell | CONSTELLATION ENERGY CORP | $2,090,227 | +6.5% | 17,882 | -0.6% | 0.26% | -3.7% | |
| TGT | Sell | TARGET CORP | $2,024,073 | +27.0% | 14,212 | -1.4% | 0.25% | +14.5% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $1,968,588 | +21.3% | 12,713 | -3.8% | 0.25% | +9.8% |
| PSA | Buy | PUBLIC STORAGE | $1,866,600 | +18.2% | 6,120 | +2.1% | 0.23% | +6.9% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $1,853,115 | -5.6% | 36,300 | -11.0% | 0.23% | -14.8% |
| UNP | Sell | UNION PAC CORP | $1,800,886 | +18.6% | 7,332 | -1.7% | 0.22% | +7.1% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,627,875 | +2.1% | 3 | 0.0% | 0.20% | -7.7% | |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $1,504,600 | +8.6% | 26,117 | -0.2% | 0.19% | -1.6% |
| MA | MASTERCARD INCORPORATEDcl a | $1,387,281 | +7.7% | 3,253 | 0.0% | 0.17% | -2.8% | |
| LRCX | LAM RESEARCH CORP | $1,376,885 | +25.0% | 1,758 | 0.0% | 0.17% | +13.2% | |
| AVY | Sell | AVERY DENNISON CORP | $1,363,569 | +10.5% | 6,745 | -0.1% | 0.17% | -0.6% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,339,338 | +1.5% | 6,673 | -10.7% | 0.17% | -8.2% |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,304,166 | -3.2% | 5,598 | 0.0% | 0.16% | -12.4% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,248,662 | +11.1% | 2,461 | 0.0% | 0.16% | +0.6% | |
| ZTS | Buy | ZOETIS INCcl a | $1,181,457 | +31.9% | 5,986 | +16.3% | 0.15% | +18.5% |
| PAYX | Sell | PAYCHEX INC | $1,039,830 | -6.7% | 8,730 | -9.6% | 0.13% | -15.6% |
| RTX | Buy | RTX CORPORATION | $991,422 | +17.0% | 11,783 | +0.1% | 0.12% | +6.0% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $961,032 | +8.1% | 5,816 | -0.7% | 0.12% | -2.4% |
| APD | AIR PRODS & CHEMS INC | $909,837 | -3.4% | 3,323 | 0.0% | 0.11% | -13.1% | |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $874,970 | – | 14,750 | +100.0% | 0.11% | – |
| NOC | NORTHROP GRUMMAN CORP | $840,311 | +6.3% | 1,795 | 0.0% | 0.10% | -3.7% | |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $792,263 | -18.4% | 13,189 | -24.9% | 0.10% | -26.1% |
| BLK | Buy | BLACKROCK INC | $787,446 | +42.5% | 970 | +13.5% | 0.10% | +28.9% |
| XPO | Sell | XPO INC | $761,595 | +13.5% | 8,695 | -3.2% | 0.10% | +2.2% |
| NVDA | Buy | NVIDIA CORPORATION | $725,993 | +16.2% | 1,466 | +2.1% | 0.09% | +5.8% |
| ANTM | ELEVANCE HEALTH INC | $719,129 | +8.3% | 1,525 | 0.0% | 0.09% | -2.2% | |
| ARRY | New | ARRAY TECHNOLOGIES INC | $607,908 | – | 36,185 | +100.0% | 0.08% | – |
| INTC | Sell | INTEL CORP | $606,384 | +26.7% | 12,067 | -10.4% | 0.08% | +15.2% |
| ACN | ACCENTURE PLC IRELAND | $584,265 | +14.3% | 1,665 | 0.0% | 0.07% | +2.8% | |
| WMT | Sell | WALMART INC | $529,231 | -11.5% | 3,357 | -10.2% | 0.07% | -20.5% |
| IDXX | IDEXX LABS INC | $513,421 | +26.9% | 925 | 0.0% | 0.06% | +14.3% | |
| KO | COCA COLA CO | $505,325 | +5.3% | 8,575 | 0.0% | 0.06% | -4.5% | |
| IBB | ISHARES TRishares biotech | $489,060 | +11.1% | 3,600 | 0.0% | 0.06% | 0.0% | |
| AGG | ISHARES TRcore us aggbd et | $464,986 | +5.5% | 4,685 | 0.0% | 0.06% | -4.9% | |
| EPAM | EPAM SYS INC | $462,364 | +16.3% | 1,555 | 0.0% | 0.06% | +5.5% | |
| CI | THE CIGNA GROUP | $456,362 | +4.7% | 1,524 | 0.0% | 0.06% | -5.0% | |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $446,437 | -2.6% | 5,945 | -11.3% | 0.06% | -11.1% |
| CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $445,267 | +13.9% | 8,400 | 0.0% | 0.06% | +3.7% | |
| JMST | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $441,438 | +0.6% | 8,700 | 0.0% | 0.06% | -9.8% | |
| LLY | ELI LILLY & CO | $443,602 | +8.5% | 761 | 0.0% | 0.06% | -1.8% | |
| ROK | ROCKWELL AUTOMATION INC | $434,672 | +8.6% | 1,400 | 0.0% | 0.05% | -1.8% | |
| MTD | METTLER TOLEDO INTERNATIONAL | $418,471 | +9.5% | 345 | 0.0% | 0.05% | -1.9% | |
| URI | Sell | UNITED RENTALS INC | $416,303 | +20.7% | 726 | -6.4% | 0.05% | +8.3% |
| PFE | Sell | PFIZER INC | $410,401 | -20.0% | 14,255 | -7.9% | 0.05% | -28.2% |
| ORCL | ORACLE CORP | $398,525 | -0.5% | 3,780 | 0.0% | 0.05% | -9.1% | |
| AMGN | Sell | AMGEN INC | $403,516 | +5.3% | 1,401 | -1.8% | 0.05% | -5.7% |
| IWP | ISHARES TRrus md cp gr etf | $390,889 | +14.4% | 3,742 | 0.0% | 0.05% | +4.3% | |
| BAC | BANK AMERICA CORP | $394,052 | +23.0% | 11,703 | 0.0% | 0.05% | +11.4% | |
| Sell | GXO LOGISTICS INCORPORATED | $389,589 | +2.3% | 6,370 | -1.9% | 0.05% | -7.5% | |
| CVS | CVS HEALTH CORP | $392,826 | +13.1% | 4,975 | 0.0% | 0.05% | +2.1% | |
| BDX | Sell | BECTON DICKINSON & CO | $357,455 | -13.1% | 1,466 | -7.9% | 0.04% | -21.1% |
| PH | PARKER-HANNIFIN CORP | $361,649 | +18.3% | 785 | 0.0% | 0.04% | +7.1% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $347,728 | +12.8% | 1,630 | 0.0% | 0.04% | 0.0% | |
| PLD | PROLOGIS INC. | $333,250 | +18.8% | 2,500 | 0.0% | 0.04% | +7.7% | |
| CAT | CATERPILLAR INC | $322,280 | +8.3% | 1,090 | 0.0% | 0.04% | -2.4% | |
| EW | EDWARDS LIFESCIENCES CORP | $304,085 | +10.1% | 3,988 | 0.0% | 0.04% | 0.0% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $289,811 | +16.6% | 1,772 | 0.0% | 0.04% | +5.9% | |
| ITW | ILLINOIS TOOL WKS INC | $274,251 | +13.7% | 1,047 | 0.0% | 0.03% | +3.0% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $273,299 | +16.7% | 2,128 | 0.0% | 0.03% | +6.2% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $264,984 | -0.5% | 6,590 | -6.1% | 0.03% | -10.8% |
| ISRG | INTUITIVE SURGICAL INC | $264,153 | +15.4% | 783 | 0.0% | 0.03% | +3.1% | |
| CL | COLGATE PALMOLIVE CO | $256,666 | +12.1% | 3,220 | 0.0% | 0.03% | 0.0% | |
| FLOT | ISHARES TRfltg rate nt etf | $253,100 | -0.5% | 5,000 | 0.0% | 0.03% | -8.6% | |
| MCD | Sell | MCDONALDS CORP | $259,874 | +6.0% | 876 | -5.9% | 0.03% | -5.9% |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $249,334 | +5.4% | 3,390 | 0.0% | 0.03% | -6.1% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $250,246 | -3.7% | 9,497 | 0.0% | 0.03% | -13.9% | |
| WAT | WATERS CORP | $245,276 | +20.1% | 745 | 0.0% | 0.03% | +10.7% | |
| AXP | New | AMERICAN EXPRESS CO | $237,734 | – | 1,269 | +100.0% | 0.03% | – |
| IGSB | ISHARES TR | $244,377 | +2.9% | 4,766 | 0.0% | 0.03% | -9.1% | |
| IVE | New | ISHARES TRs&p 500 val etf | $239,099 | – | 1,375 | +100.0% | 0.03% | – |
| FDS | FACTSET RESH SYS INC | $238,525 | +9.1% | 500 | 0.0% | 0.03% | 0.0% | |
| CSX | Sell | CSX CORP | $231,422 | +2.0% | 6,675 | -9.5% | 0.03% | -6.5% |
| CSCO | CISCO SYS INC | $227,694 | -6.0% | 4,507 | 0.0% | 0.03% | -15.2% | |
| CCI | Sell | CROWN CASTLE INC | $220,589 | -2.8% | 1,915 | -22.3% | 0.03% | -9.7% |
| HON | New | HONEYWELL INTL INC | $223,970 | – | 1,068 | +100.0% | 0.03% | – |
| KKR | New | KKR & CO INC | $217,233 | – | 2,622 | +100.0% | 0.03% | – |
| NYF | New | ISHARES TRnew york mun etf | $205,542 | – | 3,800 | +100.0% | 0.03% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $205,781 | – | 2,300 | +100.0% | 0.03% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $210,660 | – | 2,336 | +100.0% | 0.03% | – |
| GLD | New | SPDR GOLD TR | $204,552 | – | 1,070 | +100.0% | 0.03% | – |
| MMC | Sell | MARSH & MCLENNAN COS INC | $210,312 | -8.7% | 1,110 | -8.3% | 0.03% | -18.8% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $204,484 | +0.7% | 862 | -9.8% | 0.03% | -7.1% |
| BONDBLOXX ETF TRUSTbloomberg six mn | $200,800 | -0.1% | 4,000 | 0.0% | 0.02% | -10.7% | ||
| IGV | New | ISHARES TRexpanded tech | $202,820 | – | 500 | +100.0% | 0.02% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -2,576 | -100.0% | -0.05% | – |
| IBDO | Exit | ISHARES TRibonds dec23 etf | $0 | – | -20,400 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DANAHER CORPORATION | 45 | Q2 2024 | 3.9% |
| VISA INC | 45 | Q2 2024 | 3.5% |
| EXXON MOBIL CORP | 45 | Q2 2024 | 5.1% |
| COSTCO WHSL CORP NEW | 45 | Q2 2024 | 2.9% |
| MERCK & CO INC NEW | 45 | Q2 2024 | 2.4% |
| O REILLY AUTOMOTIVE INC NEW | 45 | Q2 2024 | 2.6% |
| META PLATFORMS INC | 45 | Q2 2024 | 2.7% |
| ABBVIE INC | 45 | Q2 2024 | 2.4% |
| MICROSOFT CORP | 45 | Q2 2024 | 3.1% |
| JPMORGAN CHASE & CO. | 45 | Q2 2024 | 2.5% |
View MIDDLETON & CO INC/MA's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-12 |
| 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 |
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.