Filed: 5/8/2026ACC: 0001398344-26-008750
📋 What this filing means
MIDDLETON & CO INC/MA filed this quarterly 13F‑HR report disclosing 164 equity positions with a total reported market value of $876.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
164
Positions
$876.86M
Total AUM (reported)
5.08M
Total Shares
Allocation by class
COM$728.80M83.1%
ETF - EQUITY$74.74M8.5%
ETF$51.04M5.8%
REUS$22.06M2.5%
MLUS$211.9K0.0%
Portfolio Concentration
Top 3$167.71M19.1%
4–10$179.13M20.4%
11–25$202.01M23.0%
Rest$328.01M37.4%
Top 3 weight
19.1%
Top 10 weight
39.6%
Voting Authority Distribution
Total shares with voting rights: 5.08M
Sole
Full voting authority
5.08M
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)
Sole164
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings164
Rows:
Alphabet Inc Cap Stock Cl A
SOLEShares207.75K
TypeSH
Market value$59.74M
6.81%
Sole
207.75K
Shared
0.00
None
0.00
Apple Inc
SOLEShares224.07K
TypeSH
Market value$56.87M
6.49%
Sole
224.07K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares245.34K
TypeSH
Market value$51.10M
5.83%
Sole
245.34K
Shared
0.00
None
0.00
Broadcom Inc Com
SOLEShares128.65K
TypeSH
Market value$39.82M
4.54%
Sole
128.65K
Shared
0.00
None
0.00
iShares Tr S&P 500 Index
SOLEShares48.46K
TypeSH
Market value$31.65M
3.61%
Sole
48.46K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares24.52K
TypeSH
Market value$24.43M
2.79%
Sole
24.52K
Shared
0.00
None
0.00
VISA INC COM CL
SOLEShares70.69K
TypeSH
Market value$21.36M
2.44%
Sole
70.69K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares57.14K
TypeSH
Market value$21.15M
2.41%
Sole
57.14K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares71.61K
TypeSH
Market value$21.06M
2.40%
Sole
71.61K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares115.83K
TypeSH
Market value$19.65M
2.24%
Sole
115.83K
Shared
0.00
None
0.00
O'Reilly Automotive Inc
SOLEShares200.50K
TypeSH
Market value$18.51M
2.11%
Sole
200.50K
Shared
0.00
None
0.00
Abbvie Inc
SOLEShares78.05K
TypeSH
Market value$16.97M
1.94%
Sole
78.05K
Shared
0.00
None
0.00
Palo Alto Networks Inc
SOLEShares101.26K
TypeSH
Market value$16.23M
1.85%
Sole
101.26K
Shared
0.00
None
0.00
Nextera Energy Inc
SOLEShares173.32K
TypeSH
Market value$16.10M
1.84%
Sole
173.32K
Shared
0.00
None
0.00
Merck & Co Inc
SOLEShares122.14K
TypeSH
Market value$14.69M
1.68%
Sole
122.14K
Shared
0.00
None
0.00
Ishares 7-10 Year Treasury Bon
SOLEShares136.45K
TypeSH
Market value$13.02M
1.49%
Sole
136.45K
Shared
0.00
None
0.00
Danaher Corp
SOLEShares68.41K
TypeSH
Market value$12.97M
1.48%
Sole
68.41K
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares73.74K
TypeSH
Market value$12.86M
1.47%
Sole
73.74K
Shared
0.00
None
0.00
Equinix Inc
SOLEShares12.36K
TypeSH
Market value$12.11M
1.38%
Sole
12.36K
Shared
0.00
None
0.00
Lilly Eli & Co
SOLEShares12.97K
TypeSH
Market value$11.93M
1.36%
Sole
12.97K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Cl B
SOLEShares24.87K
TypeSH
Market value$11.92M
1.36%
Sole
24.87K
Shared
0.00
None
0.00
ServiceNow Inc
SOLEShares109.66K
TypeSH
Market value$11.47M
1.31%
Sole
109.66K
Shared
0.00
None
0.00
Salesforce Inc
SOLEShares60.22K
TypeSH
Market value$11.24M
1.28%
Sole
60.22K
Shared
0.00
None
0.00
Qualcomm Inc
SOLEShares85.65K
TypeSH
Market value$11.03M
1.26%
Sole
85.65K
Shared
0.00
None
0.00
S&P Global Inc
SOLEShares25.78K
TypeSH
Market value$10.96M
1.25%
Sole
25.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Alphabet Inc Cap Stock Cl ASOLE | COM | 207.75K | SH | $59.74M 6.81% | 207.75K | 0.00 | 0.00 |
Apple IncSOLE | COM | 224.07K | SH | $56.87M 6.49% | 224.07K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 245.34K | SH | $51.10M 5.83% | 245.34K | 0.00 | 0.00 |
Broadcom Inc ComSOLE | COM | 128.65K | SH | $39.82M 4.54% | 128.65K | 0.00 | 0.00 |
iShares Tr S&P 500 IndexSOLE | ETF - EQUITY | 48.46K | SH | $31.65M 3.61% | 48.46K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 24.52K | SH | $24.43M 2.79% | 24.52K | 0.00 | 0.00 |
VISA INC COM CLSOLE | COM | 70.69K | SH | $21.36M 2.44% | 70.69K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 57.14K | SH | $21.15M 2.41% | 57.14K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 71.61K | SH | $21.06M 2.40% | 71.61K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 115.83K | SH | $19.65M 2.24% | 115.83K | 0.00 | 0.00 |
O'Reilly Automotive IncSOLE | COM | 200.50K | SH | $18.51M 2.11% | 200.50K | 0.00 | 0.00 |
Abbvie IncSOLE | COM | 78.05K | SH | $16.97M 1.94% | 78.05K | 0.00 | 0.00 |
Palo Alto Networks IncSOLE | COM | 101.26K | SH | $16.23M 1.85% | 101.26K | 0.00 | 0.00 |
Nextera Energy IncSOLE | COM | 173.32K | SH | $16.10M 1.84% | 173.32K | 0.00 | 0.00 |
Merck & Co IncSOLE | COM | 122.14K | SH | $14.69M 1.68% | 122.14K | 0.00 | 0.00 |
Ishares 7-10 Year Treasury BonSOLE | ETF | 136.45K | SH | $13.02M 1.49% | 136.45K | 0.00 | 0.00 |
Danaher CorpSOLE | COM | 68.41K | SH | $12.97M 1.48% | 68.41K | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 73.74K | SH | $12.86M 1.47% | 73.74K | 0.00 | 0.00 |
Equinix IncSOLE | REUS | 12.36K | SH | $12.11M 1.38% | 12.36K | 0.00 | 0.00 |
Lilly Eli & CoSOLE | COM | 12.97K | SH | $11.93M 1.36% | 12.97K | 0.00 | 0.00 |
Berkshire Hathaway Inc Cl BSOLE | COM | 24.87K | SH | $11.92M 1.36% | 24.87K | 0.00 | 0.00 |
ServiceNow IncSOLE | COM | 109.66K | SH | $11.47M 1.31% | 109.66K | 0.00 | 0.00 |
Salesforce IncSOLE | COM | 60.22K | SH | $11.24M 1.28% | 60.22K | 0.00 | 0.00 |
Qualcomm IncSOLE | COM | 85.65K | SH | $11.03M 1.26% | 85.65K | 0.00 | 0.00 |
S&P Global IncSOLE | COM | 25.78K | SH | $10.96M 1.25% | 25.78K | 0.00 | 0.00 |
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