EdgeMarket › What Middleton & Co Inc/Ma reported owning
What Middleton & Co Inc/Ma reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
876.9MPositions
164Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | 59.7M | 6.8% | 207.8K | 344.82 | +73.0% |
| AAPL Apple Inc. | 56.9M | 6.5% | 224.1K | 309.35 | +36.9% |
| AMZN AMAZON COM INC | 51.1M | 5.8% | 245.3K | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 39.8M | 4.5% | 128.6K | 368.45 | +26.5% |
| IVV iShares Core S&P 500 ETF | 31.7M | 3.6% | 48.5K | 769.31 | +20.0% |
| COST COSTCO WHOLESALE CORP /NEW | 24.4M | 2.8% | 24.5K | 947.74 | -4.7% |
| V VISA INC. | 21.4M | 2.4% | 70.7K | 371.04 | +7.9% |
| MSFT MICROSOFT CORP | 21.2M | 2.4% | 57.1K | 483.24 | -4.4% |
| JPM JPMORGAN CHASE & CO | 21.1M | 2.4% | 71.6K | 351.58 | +20.3% |
| XOM ExxonMobil Holdings Corp | 19.7M | 2.2% | 115.8K | 165.11 | +52.1% |
| ORLY O REILLY AUTOMOTIVE INC | 18.5M | 2.1% | 200.5K | 89.11 | -14.3% |
| ABBV AbbVie Inc. | 17.0M | 1.9% | 78.0K | 264.96 | +26.7% |
| PANW Palo Alto Networks Inc | 16.2M | 1.9% | 101.3K | 357.87 | +94.0% |
| NEE NEXTERA ENERGY INC | 16.1M | 1.8% | 173.3K | 83.65 | +9.8% |
| MRK Merck & Co., Inc. | 14.7M | 1.7% | 122.1K | 152.55 | +80.2% |
| IEF iShares 7-10 Year Treasury Bond ETF | 13.0M | 1.5% | 136.4K | 92.82 | -2.8% |
| DHR DANAHER CORP /DE/ | 13.0M | 1.5% | 68.4K | 218.85 | +3.5% |
| NVDA NVIDIA CORP | 12.9M | 1.5% | 73.7K | 214.72 | +22.4% |
| EQIX EQUINIX INC | 12.1M | 1.4% | 12.4K | 1,065.39 | +37.2% |
| LLY ELI LILLY & Co | 11.9M | 1.4% | 13.0K | 1,255.40 | +78.0% |
| unmapped CUSIP 084670702 | 11.9M | 1.4% | 24.9K | — | — |
| NOW ServiceNow, Inc. | 11.5M | 1.3% | 109.7K | 128.48 | -27.8% |
| CRM Salesforce, Inc. | 11.2M | 1.3% | 60.2K | 209.17 | -15.1% |
| QCOM QUALCOMM INC/DE | 11.0M | 1.3% | 85.6K | 160.75 | +3.4% |
| SPGI S&P Global Inc. | 11.0M | 1.3% | 25.8K | 431.29 | -22.6% |
| VGSH Vanguard Short-Term Treasury ETF | 10.8M | 1.2% | 184.2K | 58.13 | -0.9% |
| STE STERIS plc | 10.6M | 1.2% | 48.2K | 237.93 | -4.7% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 10.2M | 1.2% | 171.5K | 58.31 | -2.3% |
| INTU INTUIT INC. | 10.0M | 1.1% | 23.1K | 367.00 | -47.5% |
| XYL Xylem Inc. | 9.8M | 1.1% | 82.3K | 113.42 | -20.1% |
| ETN Eaton Corp plc | 9.5M | 1.1% | 26.5K | 419.20 | +21.1% |
| IQLT iShares MSCI Intl Quality Factor ETF | 9.3M | 1.1% | 200.3K | 52.06 | +20.1% |
| AMT AMERICAN TOWER CORP /MA/ | 8.8M | 1.0% | 51.1K | 175.80 | -16.1% |
| VRSK Verisk Analytics, Inc. | 8.7M | 1.0% | 45.7K | 187.50 | -30.8% |
| GOOG Alphabet Inc. | 8.5M | 1.0% | 29.7K | 341.75 | +70.7% |
| SNPS SYNOPSYS INC | 8.3M | 0.9% | 20.9K | 397.87 | -33.8% |
| SYK STRYKER CORP | 8.1M | 0.9% | 24.6K | 329.45 | -15.9% |
| ECL ECOLAB INC. | 7.9M | 0.9% | 29.8K | 281.63 | -1.3% |
| META Meta Platforms, Inc. | 7.9M | 0.9% | 13.9K | 549.90 | -26.5% |
| IDXX IDEXX LABORATORIES INC /DE | 7.4M | 0.8% | 13.2K | 556.93 | -13.0% |
| MDLZ Mondelez International, Inc. | 7.0M | 0.8% | 121.7K | 64.45 | +2.0% |
| MSCI MSCI Inc. | 6.7M | 0.8% | 12.4K | 563.49 | -1.9% |
| AWK American Water Works Company, Inc. | 6.6M | 0.8% | 48.6K | 135.39 | -7.0% |
| IQV IQVIA HOLDINGS INC. | 5.9M | 0.7% | 34.3K | 259.82 | +35.3% |
| WCN Waste Connections, Inc. | 5.7M | 0.6% | 34.8K | 169.40 | -8.8% |
| CB Chubb Ltd | 5.7M | 0.6% | 17.3K | 340.99 | +21.9% |
| IJR iShares Core S&P Small-Cap ETF | 5.6M | 0.6% | 44.7K | 147.31 | +29.0% |
| PEP PEPSICO INC | 5.5M | 0.6% | 35.4K | 143.48 | -4.8% |
| IJH iShares Core S&P Mid-Cap ETF | 5.4M | 0.6% | 79.8K | 76.77 | +20.8% |
| PAAA PGIM AAA CLO ETF | 5.3M | 0.6% | 103.0K | 51.46 | +0.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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