MIDDLETON & CO INC/MA 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MC MIDDLETON & CO INC/MA | Institutional Filer | ▲ 7.42% | $941.9M | 170 |
Current Portfolio Holdings
Showing all 170 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. | Communication Services | 196K | $70.0M | 7.43% |
| 2 | AAPL | Apple Inc. | Technology | 220K | $63.7M | 6.77% |
| 3 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 240K | $57.2M | 6.07% |
| 4 | AVGO | Broadcom Inc. | Technology | 121K | $45.8M | 4.86% |
| 5 | IVV | iShares Tr S&P 500 Index | — | 48K | $36.2M | 3.84% |
| 6 | PANW | Palo Alto Networks, Inc. | Technology | 92K | $31.3M | 3.32% |
| 7 | V | Visa Inc. | Financial Services | 69K | $23.8M | 2.53% |
| 8 | JPM | JPMorgan Chase & Co. | Financial Services | 68K | $22.4M | 2.38% |
| 9 | COST | Costco Wholesale Corporation | Consumer Defensive | 24K | $22.3M | 2.37% |
| 10 | MSFT | Microsoft Corporation | Technology | 56K | $21.1M | 2.24% |
| 11 | ABBV | AbbVie Inc. | Healthcare | 75K | $18.9M | 2.01% |
| 12 | ORLY | O'Reilly Automotive, Inc. | Consumer Cyclical | 195K | $17.9M | 1.91% |
| 13 | NVDA | NVIDIA Corporation | Technology | 82K | $16.3M | 1.73% |
| 14 | LLY | Eli Lilly and Company | Healthcare | 13K | $15.6M | 1.66% |
| 15 | XOM | Exxon Mobil Corporation | Energy | 114K | $15.6M | 1.65% |
Showing 1 to 15 of 170 holdings