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 $876.9M across 164 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($59.7M, 6.81%), AAPL ($56.9M, 6.49%), AMZN ($51.1M, 5.83%), AVGO ($39.8M, 4.54%), IVV ($31.7M, 3.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc Cap Stock Cl A | $59.7M | 6.81% | 207,753 | Trimmed |
| 2 | AAPL | Apple Inc | $56.9M | 6.49% | 224,075 | Trimmed |
| 3 | AMZN | Amazon.com Inc | $51.1M | 5.83% | 245,339 | Trimmed |
| 4 | AVGO | Broadcom Inc Com | $39.8M | 4.54% | 128,645 | Trimmed |
| 5 | IVV | iShares Tr S&P 500 Index | $31.7M | 3.61% | 48,460 | Added |
| 6 | COST | Costco Wholesale Corp | $24.4M | 2.79% | 24,516 | Trimmed |
| 7 | V | VISA INC COM CL | $21.4M | 2.44% | 70,685 | Trimmed |
| 8 | MSFT | Microsoft Corp | $21.2M | 2.41% | 57,141 | Trimmed |
| 9 | JPM | JPMorgan Chase & Co | $21.1M | 2.40% | 71,606 | Trimmed |
| 10 | XOM | Exxon Mobil Corp | $19.7M | 2.24% | 115,826 | Added |
| 11 | ORLY | O'Reilly Automotive Inc | $18.5M | 2.11% | 200,503 | Trimmed |
| 12 | ABBV | Abbvie Inc | $17.0M | 1.94% | 78,048 | Trimmed |
| 13 | PANW | Palo Alto Networks Inc | $16.2M | 1.85% | 101,264 | Added |
| 14 | NEE | Nextera Energy Inc | $16.1M | 1.84% | 173,316 | Trimmed |
| 15 | MRK | Merck & Co Inc | $14.7M | 1.68% | 122,145 | Trimmed |
| 16 | IEF | Ishares 7-10 Year Treasury Bon | $13.0M | 1.49% | 136,448 | Added |
| 17 | DHR | Danaher Corp | $13.0M | 1.48% | 68,413 | Trimmed |
| 18 | NVDA | Nvidia Corporation | $12.9M | 1.47% | 73,742 | Added |
| 19 | EQIX | Equinix Inc | $12.1M | 1.38% | 12,355 | Added |
| 20 | BRK/B | Berkshire Hathaway Inc Cl B | $11.9M | 1.36% | 24,869 | Trimmed |
| 21 | LLY | Lilly Eli & Co | $11.9M | 1.36% | 12,966 | Added |
| 22 | NOW | ServiceNow Inc | $11.5M | 1.31% | 109,661 | Added |
| 23 | CRM | Salesforce Inc | $11.2M | 1.28% | 60,216 | Trimmed |
| 24 | QCOM | Qualcomm Inc | $11.0M | 1.26% | 85,648 | Trimmed |
| 25 | SPGI | S&P Global Inc | $11.0M | 1.25% | 25,776 | Added |
Source: SEC Form 13F filings · as of 2026-03-31