Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MIDDLETON & CO INC/MA (CIK 919497) reported $941.9M across 170 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($70.0M, 7.43%), AAPL ($63.7M, 6.77%), AMZN ($57.2M, 6.07%), AVGO ($45.8M, 4.86%), IVV ($36.2M, 3.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc Cap Stock Cl A | $70.0M | 7.43% | 195,871 | Trimmed |
| 2 | AAPL | Apple Inc | $63.7M | 6.77% | 220,283 | Trimmed |
| 3 | AMZN | Amazon.com Inc | $57.2M | 6.07% | 239,934 | Trimmed |
| 4 | AVGO | Broadcom Inc Com | $45.8M | 4.86% | 121,188 | Trimmed |
| 5 | IVV | iShares Tr S&P 500 Index | $36.2M | 3.84% | 48,302 | Trimmed |
| 6 | PANW | Palo Alto Networks Inc | $31.3M | 3.32% | 91,663 | Trimmed |
| 7 | V | VISA INC COM CL | $23.8M | 2.53% | 69,437 | Trimmed |
| 8 | JPM | JPMorgan Chase & Co | $22.4M | 2.38% | 68,448 | Trimmed |
| 9 | COST | Costco Wholesale Corp | $22.3M | 2.37% | 23,829 | Trimmed |
| 10 | MSFT | Microsoft Corp | $21.1M | 2.24% | 56,448 | Trimmed |
| 11 | ABBV | Abbvie Inc | $18.9M | 2.01% | 75,213 | Trimmed |
| 12 | ORLY | O'Reilly Automotive Inc | $17.9M | 1.91% | 194,916 | Trimmed |
| 13 | NVDA | Nvidia Corporation | $16.3M | 1.73% | 81,596 | Added |
| 14 | LLY | Lilly Eli & Co | $15.6M | 1.66% | 13,020 | Added |
| 15 | XOM | Exxon Mobil Corp | $15.6M | 1.65% | 113,821 | Trimmed |
| 16 | NEE | Nextera Energy Inc | $14.9M | 1.58% | 169,229 | Trimmed |
| 17 | QCOM | Qualcomm Inc | $14.3M | 1.52% | 77,644 | Trimmed |
| 18 | MRK | Merck & Co Inc | $14.2M | 1.50% | 110,274 | Trimmed |
| 19 | BRKB | Berkshire Hathaway Inc Cl B | $12.9M | 1.37% | 25,734 | Added |
| 20 | DHR | Danaher Corp | $12.7M | 1.35% | 66,566 | Trimmed |
| 21 | IEF | Ishares 7-10 Year Treasury Bon | $12.0M | 1.27% | 126,601 | Trimmed |
| 22 | EQIX | Equinix Inc | $11.9M | 1.27% | 11,448 | Trimmed |
| 23 | ETN | Eaton Corp Plc | $11.4M | 1.21% | 26,784 | Added |
| 24 | NOW | ServiceNow Inc | $11.2M | 1.19% | 113,100 | Added |
| 25 | VGSH | Vanguard Short-Term Treasury E | $10.8M | 1.14% | 184,829 | Added |
Source: SEC Form 13F filings · as of 2026-06-30