Filed: 10/29/2025ACC: 0001398344-25-019980
📋 What this filing means
MIDDLETON & CO INC/MA filed this quarterly 13F‑HR report disclosing 166 equity positions with a total reported market value of $925.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
166
Positions
$925.27M
Total AUM (reported)
5M
Total Shares
Allocation by class
COM$785.79M84.9%
ETF - EQUITY$70.36M7.6%
ETF$47.69M5.2%
REUS$21.43M2.3%
Portfolio Concentration
Top 3$168.27M18.2%
4–10$198.28M21.4%
11–25$213.98M23.1%
Rest$344.74M37.3%
Top 3 weight
18.2%
Top 10 weight
39.6%
Voting Authority Distribution
Total shares with voting rights: 5M
Sole
Full voting authority
5M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole166
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings166
Rows:
Apple Inc
SOLEShares231.95K
TypeSH
Market value$59.06M
6.38%
Sole
231.95K
Shared
0.00
None
0.00
Alphabet Inc Cap Stock Cl A
SOLEShares226.15K
TypeSH
Market value$54.98M
5.94%
Sole
226.15K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares246.97K
TypeSH
Market value$54.23M
5.86%
Sole
246.97K
Shared
0.00
None
0.00
Broadcom Inc Com
SOLEShares134.85K
TypeSH
Market value$44.49M
4.81%
Sole
134.85K
Shared
0.00
None
0.00
iShares Tr S&P 500 Index
SOLEShares47.04K
TypeSH
Market value$31.48M
3.40%
Sole
47.04K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares57.78K
TypeSH
Market value$29.93M
3.23%
Sole
57.78K
Shared
0.00
None
0.00
VISA INC COM CL
SOLEShares72.50K
TypeSH
Market value$24.75M
2.68%
Sole
72.50K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares72.71K
TypeSH
Market value$22.94M
2.48%
Sole
72.71K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares24.51K
TypeSH
Market value$22.69M
2.45%
Sole
24.51K
Shared
0.00
None
0.00
O'Reilly Automotive Inc
SOLEShares204.12K
TypeSH
Market value$22.01M
2.38%
Sole
204.12K
Shared
0.00
None
0.00
Palo Alto Networks Inc
SOLEShares97.20K
TypeSH
Market value$19.79M
2.14%
Sole
97.20K
Shared
0.00
None
0.00
Abbvie Inc
SOLEShares80.10K
TypeSH
Market value$18.55M
2.00%
Sole
80.10K
Shared
0.00
None
0.00
ServiceNow Inc
SOLEShares19.79K
TypeSH
Market value$18.21M
1.97%
Sole
19.79K
Shared
0.00
None
0.00
Intuit
SOLEShares22.51K
TypeSH
Market value$15.37M
1.66%
Sole
22.51K
Shared
0.00
None
0.00
Qualcomm Inc
SOLEShares85.88K
TypeSH
Market value$14.29M
1.54%
Sole
85.88K
Shared
0.00
None
0.00
Salesforce Inc
SOLEShares59.62K
TypeSH
Market value$14.13M
1.53%
Sole
59.62K
Shared
0.00
None
0.00
Danaher Corp
SOLEShares69.34K
TypeSH
Market value$13.75M
1.49%
Sole
69.34K
Shared
0.00
None
0.00
Nextera Energy Inc
SOLEShares180.29K
TypeSH
Market value$13.61M
1.47%
Sole
180.29K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares114.14K
TypeSH
Market value$12.87M
1.39%
Sole
114.14K
Shared
0.00
None
0.00
Ishares 7-10 Year Treasury Bon
SOLEShares133.09K
TypeSH
Market value$12.84M
1.39%
Sole
133.09K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Cl B
SOLEShares25.07K
TypeSH
Market value$12.60M
1.36%
Sole
25.07K
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares64.85K
TypeSH
Market value$12.10M
1.31%
Sole
64.85K
Shared
0.00
None
0.00
Merck & Co Inc
SOLEShares143.11K
TypeSH
Market value$12.01M
1.30%
Sole
143.11K
Shared
0.00
None
0.00
Steris Plc Shs Usd
SOLEShares48.24K
TypeSH
Market value$11.94M
1.29%
Sole
48.24K
Shared
0.00
None
0.00
Xylem Inc
SOLEShares80.89K
TypeSH
Market value$11.93M
1.29%
Sole
80.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 231.95K | SH | $59.06M 6.38% | 231.95K | 0.00 | 0.00 |
Alphabet Inc Cap Stock Cl ASOLE | COM | 226.15K | SH | $54.98M 5.94% | 226.15K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 246.97K | SH | $54.23M 5.86% | 246.97K | 0.00 | 0.00 |
Broadcom Inc ComSOLE | COM | 134.85K | SH | $44.49M 4.81% | 134.85K | 0.00 | 0.00 |
iShares Tr S&P 500 IndexSOLE | ETF - EQUITY | 47.04K | SH | $31.48M 3.40% | 47.04K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 57.78K | SH | $29.93M 3.23% | 57.78K | 0.00 | 0.00 |
VISA INC COM CLSOLE | COM | 72.50K | SH | $24.75M 2.68% | 72.50K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 72.71K | SH | $22.94M 2.48% | 72.71K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 24.51K | SH | $22.69M 2.45% | 24.51K | 0.00 | 0.00 |
O'Reilly Automotive IncSOLE | COM | 204.12K | SH | $22.01M 2.38% | 204.12K | 0.00 | 0.00 |
Palo Alto Networks IncSOLE | COM | 97.20K | SH | $19.79M 2.14% | 97.20K | 0.00 | 0.00 |
Abbvie IncSOLE | COM | 80.10K | SH | $18.55M 2.00% | 80.10K | 0.00 | 0.00 |
ServiceNow IncSOLE | COM | 19.79K | SH | $18.21M 1.97% | 19.79K | 0.00 | 0.00 |
IntuitSOLE | COM | 22.51K | SH | $15.37M 1.66% | 22.51K | 0.00 | 0.00 |
Qualcomm IncSOLE | COM | 85.88K | SH | $14.29M 1.54% | 85.88K | 0.00 | 0.00 |
Salesforce IncSOLE | COM | 59.62K | SH | $14.13M 1.53% | 59.62K | 0.00 | 0.00 |
Danaher CorpSOLE | COM | 69.34K | SH | $13.75M 1.49% | 69.34K | 0.00 | 0.00 |
Nextera Energy IncSOLE | COM | 180.29K | SH | $13.61M 1.47% | 180.29K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 114.14K | SH | $12.87M 1.39% | 114.14K | 0.00 | 0.00 |
Ishares 7-10 Year Treasury BonSOLE | ETF | 133.09K | SH | $12.84M 1.39% | 133.09K | 0.00 | 0.00 |
Berkshire Hathaway Inc Cl BSOLE | COM | 25.07K | SH | $12.60M 1.36% | 25.07K | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 64.85K | SH | $12.10M 1.31% | 64.85K | 0.00 | 0.00 |
Merck & Co IncSOLE | COM | 143.11K | SH | $12.01M 1.30% | 143.11K | 0.00 | 0.00 |
Steris Plc Shs UsdSOLE | COM | 48.24K | SH | $11.94M 1.29% | 48.24K | 0.00 | 0.00 |
Xylem IncSOLE | COM | 80.89K | SH | $11.93M 1.29% | 80.89K | 0.00 | 0.00 |
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