| Filer Name: |
MIDDLETON & CO INC/MA |
| CIK: |
919497 |
| Period: |
2024-12-31 |
| Filed At: |
2025-02-05 |
| Number of Holdings: |
158 |
| Portfolio Value: |
$0.91B |
Middleton & Co Inc/Ma Top Holdings
| Ticker |
Exchange |
Security |
Shares |
Value |
% of Portfolio |
Position Change |
Put/Call |
|
AAPL
|
US |
APPLE INC |
260,031 |
$65M |
7.19% |
-0.1%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
264,323 |
$58M |
6.41% |
-1.3%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
239,172 |
$45M |
5.00% |
-0.4%
|
- |
|
AVGO
|
US |
BROADCOM INC |
151,061 |
$35M |
3.87% |
-0.5%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
52,630 |
$31M |
3.42% |
0.1%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
81,676 |
$26M |
2.85% |
-0.7%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
60,509 |
$26M |
2.82% |
1.5%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
27,434 |
$25M |
2.78% |
-2.3%
|
- |
|
NOW
|
US |
SERVICENOW INC |
20,610 |
$22M |
2.41% |
-3.7%
|
- |
|
CRM
|
US |
SALESFORCE INC |
60,642 |
$20M |
2.24% |
-0.6%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
84,061 |
$20M |
2.23% |
-1.6%
|
- |
|
ORLY
|
US |
O'REILLY AUTOMOTIVE INC |
16,356 |
$19M |
2.14% |
-2.3%
|
- |
|
PANW
|
US |
PALO ALTO NETWORKS INC |
103,604 |
$19M |
2.08% |
101.4%
|
- |
|
DHR
|
US |
DANAHER CORP |
77,169 |
$18M |
1.96% |
-7.1%
|
- |
|
INTU
|
US |
INTUIT INC |
24,992 |
$16M |
1.74% |
1.0%
|
- |
|
ABBV
|
US |
ABBVIE INC |
86,727 |
$15M |
1.70% |
-0.3%
|
- |
|
NEE
|
US |
NEXTERA ENERGY INC |
204,159 |
$15M |
1.62% |
-0.2%
|
- |
|
MRK
|
US |
MERCK & CO. INC. |
146,568 |
$15M |
1.61% |
6.1%
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
27,815 |
$14M |
1.55% |
-2.8%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
127,780 |
$14M |
1.52% |
-0.4%
|
- |