MC

Middleton & Co Inc/MA

13F
Middleton & Co Inc/MA
Last update 2025-05-09 156 Stocks (4 new)
Value $856.00 Mil Turnover 2 %
Countries:
Middleton & Co Inc/MA Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
251,771
55,925.9
-3.18%
6.530
-0.23%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
AMZN
Amazon.com Inc
258,789
49,237.2
-2.09%
5.750
-0.13%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
GOOGL
Alphabet Inc
234,717
36,296.6
-1.86%
4.240
-0.09%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
IVV
iShares Core S&P 500 ETF
52,235
29,351.0
-0.75%
3.430
-0.03%
0.010
+19.67%
+7.80%
634,518.9
 
V
Visa Inc
78,850
27,633.8
-3.46%
3.230
-0.10%
0.000
+6.07%
+10.81%
681,869.3
Credit Services
COST
Costco Wholesale Corp
26,432
24,998.9
-3.65%
2.920
-0.10%
0.010
-4.25%
+4.03%
421,724.5
Retail - Defensive
AVGO
Broadcom Inc
143,285
23,990.2
-5.15%
2.800
-0.20%
0.000
+66.10%
+22.87%
1,332,681.5
Semiconductors
MSFT
Microsoft Corp
59,664
22,397.1
-1.40%
2.620
-0.04%
0.000
+38.94%
+21.47%
3,790,969.0
Software
ORLY
O'Reilly Automotive Inc
230,205
21,985.8
-6.17%
2.570
-0.13%
0.030
-0.42%
+16.81%
78,936.1
Vehicles & Parts
JPM
JPMorgan Chase & Co
81,792
20,063.6
-2.70%
2.340
-0.06%
0.000
+26.17%
+23.48%
800,897.6
Banks

Middleton & Co Inc/MA's Historical Top Holdings Breakdowns

Middleton & Co Inc/MA's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IQLT
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
2025-03-31
New Buy
New Buy
+0.68%
36.91 ($39.42) 41.03
$42.57
7.99%
New holding
146,727
146,727
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.48%
106.98 ($126.74) 149.43
$172.41
36.03%
Add 238.09%
53,452
37,642
ETN
Eaton Corp PLC
2025-03-31
Add
Add
+0.33%
271.83 ($311.37) 371.23
$378.62
21.60%
Add 1308.97%
11,469
10,655
SBUX
Starbucks Corp
2025-03-31
Reduce
Reduce
-0.27%
92.17 ($103.37) 115.81
$93.80
-9.26%
Reduce -49.67%
27,497
-27,137
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.23%
209.68 ($231.67) 247.1
$211.18
-8.84%
Reduce -3.18%
251,771
-8,260
DIS
The Walt Disney Co
2025-03-31
Reduce
Reduce
-0.23%
96.87 ($107.47) 114
$121.42
12.98%
Reduce -56.54%
14,425
-18,769
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.20%
167.43 ($211.65) 244.7
$283.34
33.87%
Reduce -5.15%
143,285
-7,776
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Add
Add
+0.20%
57.44 ($58.5) 59.4
$59.23
1.25%
Add 38.37%
105,545
29,265
FI
Fiserv Inc
2025-03-31
Reduce
Reduce
-0.15%
200.51 ($218.93) 237.79
$165.74
-24.30%
Reduce -12.57%
46,534
-6,693
AMZN
Amazon.com Inc
2025-03-31
Reduce
Reduce
-0.13%
190.26 ($217) 242.06
$226.13
4.21%
Reduce -2.09%
258,789
-5,534

Middleton & Co Inc/MA Total Holding History ($B)

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Middleton & Co Inc/MA's Asset Allocation

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Middleton & Co Inc/MA Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Middleton & Co Inc/MA's Hypothetical Growth since 2025-03-31

Middleton & Co Inc/MA's Yearly Returns

Year Portfolio % % Excess Gain %

Middleton & Co Inc/MA's Holdings Heat Map

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Middleton & Co Inc/MA's Holdings Bubble Chart

Middleton & Co Inc/MA News

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