Filed: 1/29/2026ACC: 0001398344-26-001587
📋 What this filing means
MIDDLETON & CO INC/MA filed this quarterly 13F‑HR report disclosing 163 equity positions with a total reported market value of $941.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
163
Positions
$941.84M
Total AUM (reported)
4.99M
Total Shares
Allocation by class
COM$801.57M85.1%
ETF - EQUITY$72.52M7.7%
ETF$48.25M5.1%
REUS$19.49M2.1%
Portfolio Concentration
Top 3$188.15M20.0%
4–10$193.42M20.5%
11–25$221.29M23.5%
Rest$338.99M36.0%
Top 3 weight
20.0%
Top 10 weight
40.5%
Voting Authority Distribution
Total shares with voting rights: 4.99M
Sole
Full voting authority
4.99M
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)
Sole163
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings163
Rows:
Alphabet Inc Cap Stock Cl A
SOLEShares221.66K
TypeSH
Market value$69.38M
7.37%
Sole
221.66K
Shared
0.00
None
0.00
Apple Inc
SOLEShares227.41K
TypeSH
Market value$61.82M
6.56%
Sole
227.41K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares246.70K
TypeSH
Market value$56.94M
6.05%
Sole
246.70K
Shared
0.00
None
0.00
Broadcom Inc Com
SOLEShares129.32K
TypeSH
Market value$44.76M
4.75%
Sole
129.32K
Shared
0.00
None
0.00
iShares Tr S&P 500 Index
SOLEShares47.85K
TypeSH
Market value$32.78M
3.48%
Sole
47.85K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares57.66K
TypeSH
Market value$27.89M
2.96%
Sole
57.66K
Shared
0.00
None
0.00
VISA INC COM CL
SOLEShares71.11K
TypeSH
Market value$24.94M
2.65%
Sole
71.11K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares72.58K
TypeSH
Market value$23.39M
2.48%
Sole
72.58K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares24.66K
TypeSH
Market value$21.27M
2.26%
Sole
24.66K
Shared
0.00
None
0.00
O'Reilly Automotive Inc
SOLEShares201.75K
TypeSH
Market value$18.40M
1.95%
Sole
201.75K
Shared
0.00
None
0.00
Abbvie Inc
SOLEShares79.40K
TypeSH
Market value$18.14M
1.93%
Sole
79.40K
Shared
0.00
None
0.00
Palo Alto Networks Inc
SOLEShares97.11K
TypeSH
Market value$17.89M
1.90%
Sole
97.11K
Shared
0.00
None
0.00
Salesforce Inc
SOLEShares60.86K
TypeSH
Market value$16.12M
1.71%
Sole
60.86K
Shared
0.00
None
0.00
Danaher Corp
SOLEShares68.65K
TypeSH
Market value$15.72M
1.67%
Sole
68.65K
Shared
0.00
None
0.00
Intuit
SOLEShares23.37K
TypeSH
Market value$15.48M
1.64%
Sole
23.37K
Shared
0.00
None
0.00
Merck & Co Inc
SOLEShares145.35K
TypeSH
Market value$15.30M
1.62%
Sole
145.35K
Shared
0.00
None
0.00
ServiceNow Inc
SOLEShares98.79K
TypeSH
Market value$15.13M
1.61%
Sole
98.79K
Shared
0.00
None
0.00
Qualcomm Inc
SOLEShares86.45K
TypeSH
Market value$14.79M
1.57%
Sole
86.45K
Shared
0.00
None
0.00
Nextera Energy Inc
SOLEShares176.98K
TypeSH
Market value$14.21M
1.51%
Sole
176.98K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares114.40K
TypeSH
Market value$13.77M
1.46%
Sole
114.40K
Shared
0.00
None
0.00
Lilly Eli & Co
SOLEShares12.68K
TypeSH
Market value$13.63M
1.45%
Sole
12.68K
Shared
0.00
None
0.00
S&P Global Inc
SOLEShares25.16K
TypeSH
Market value$13.15M
1.40%
Sole
25.16K
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares68.74K
TypeSH
Market value$12.82M
1.36%
Sole
68.74K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Cl B
SOLEShares25.08K
TypeSH
Market value$12.61M
1.34%
Sole
25.08K
Shared
0.00
None
0.00
Ishares 7-10 Year Treasury Bon
SOLEShares130.39K
TypeSH
Market value$12.54M
1.33%
Sole
130.39K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Alphabet Inc Cap Stock Cl ASOLE | COM | 221.66K | SH | $69.38M 7.37% | 221.66K | 0.00 | 0.00 |
Apple IncSOLE | COM | 227.41K | SH | $61.82M 6.56% | 227.41K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 246.70K | SH | $56.94M 6.05% | 246.70K | 0.00 | 0.00 |
Broadcom Inc ComSOLE | COM | 129.32K | SH | $44.76M 4.75% | 129.32K | 0.00 | 0.00 |
iShares Tr S&P 500 IndexSOLE | ETF - EQUITY | 47.85K | SH | $32.78M 3.48% | 47.85K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 57.66K | SH | $27.89M 2.96% | 57.66K | 0.00 | 0.00 |
VISA INC COM CLSOLE | COM | 71.11K | SH | $24.94M 2.65% | 71.11K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 72.58K | SH | $23.39M 2.48% | 72.58K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 24.66K | SH | $21.27M 2.26% | 24.66K | 0.00 | 0.00 |
O'Reilly Automotive IncSOLE | COM | 201.75K | SH | $18.40M 1.95% | 201.75K | 0.00 | 0.00 |
Abbvie IncSOLE | COM | 79.40K | SH | $18.14M 1.93% | 79.40K | 0.00 | 0.00 |
Palo Alto Networks IncSOLE | COM | 97.11K | SH | $17.89M 1.90% | 97.11K | 0.00 | 0.00 |
Salesforce IncSOLE | COM | 60.86K | SH | $16.12M 1.71% | 60.86K | 0.00 | 0.00 |
Danaher CorpSOLE | COM | 68.65K | SH | $15.72M 1.67% | 68.65K | 0.00 | 0.00 |
IntuitSOLE | COM | 23.37K | SH | $15.48M 1.64% | 23.37K | 0.00 | 0.00 |
Merck & Co IncSOLE | COM | 145.35K | SH | $15.30M 1.62% | 145.35K | 0.00 | 0.00 |
ServiceNow IncSOLE | COM | 98.79K | SH | $15.13M 1.61% | 98.79K | 0.00 | 0.00 |
Qualcomm IncSOLE | COM | 86.45K | SH | $14.79M 1.57% | 86.45K | 0.00 | 0.00 |
Nextera Energy IncSOLE | COM | 176.98K | SH | $14.21M 1.51% | 176.98K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 114.40K | SH | $13.77M 1.46% | 114.40K | 0.00 | 0.00 |
Lilly Eli & CoSOLE | COM | 12.68K | SH | $13.63M 1.45% | 12.68K | 0.00 | 0.00 |
S&P Global IncSOLE | COM | 25.16K | SH | $13.15M 1.40% | 25.16K | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 68.74K | SH | $12.82M 1.36% | 68.74K | 0.00 | 0.00 |
Berkshire Hathaway Inc Cl BSOLE | COM | 25.08K | SH | $12.61M 1.34% | 25.08K | 0.00 | 0.00 |
Ishares 7-10 Year Treasury BonSOLE | ETF | 130.39K | SH | $12.54M 1.33% | 130.39K | 0.00 | 0.00 |
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