CIK 919497
MIDDLETON & CO INC/MA
Institutional 13F holdings & portfolio
Holdings
163
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 163
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SBUX | Starbucks Corp | 9K | $500K+ | SH |
| IVE | IShares S&P 500 Value ETF | 3K | $500K+ | SH |
| ORCL | Oracle Corp | 3K | $500K+ | SH |
| IBB | Ishares Biotechnology ETF | 4K | $500K+ | SH |
| PAYX | Paychex Inc | 5K | $500K+ | SH |
| UBER | Uber Technologies Inc | 7K | $500K+ | SH |
| APD | Air Prods & Chems Inc | 2K | $500K+ | SH |
| FISV | Fiserv Inc | 8K | $500K+ | SH |
| CGW | Invesco S&P Global Water Index | 8K | $500K+ | SH |
| IBM | International Business Machine | 2K | $500K+ | SH |
| IWP | Ishares Russell Mid Cap Growth | 4K | $500K+ | SH |
| VLTO | Veralto Corp | 5K | $100K–$500K | SH |
| PH | Parker Hannifin Corp | 550 | $100K–$500K | SH |
| MTD | Mettler Toledo International | 345 | $100K–$500K | SH |
| VTEB | Vanguard Tax-Exempt Bond ETF | 9K | $100K–$500K | SH |
| MRSH | Marsh Com | 2K | $100K–$500K | SH |
| VB | Vanguard Index Funds Small Cap | 2K | $100K–$500K | SH |
| GLD | SPDR Gold Trust Gold | 1K | $100K–$500K | SH |
| ISRG | Intuitive Surgical Inc | 772 | $100K–$500K | SH |
| QQQ | Invesco Qqq Tr | 710 | $100K–$500K | SH |
| ACN | Accenture Ltd Bermuda Cl A | 2K | $100K–$500K | SH |
| STIP | Ishares 0-5 Year Tips Bond Etf | 4K | $100K–$500K | SH |
| CI | The Cigna Group Com | 2K | $100K–$500K | SH |
| HEQT | Simplify Hedged Equity Etf | 13K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC | 1K | $100K–$500K | SH |
| XHLF | Bondbloxx Bloomberg Six Month | 8K | $100K–$500K | SH |
| AXP | American Express Co | 1K | $100K–$500K | SH |
| NKE | Nike Inc | 6K | $100K–$500K | SH |
| TIP | Ishares TIPS Bond ETF | 3K | $100K–$500K | SH |
| BAC | Bank of America Corporation | 7K | $100K–$500K | SH |
| KO | Coca-Cola Co | 5K | $100K–$500K | SH |
| ICE | Intercontinental Exchange Inc | 2K | $100K–$500K | SH |
| KKR | Kkr & Co Inc | 3K | $100K–$500K | SH |
| AGG | Ishares Core US Aggregate Bond | 3K | $100K–$500K | SH |
| PLD | Prologis Inc | 3K | $100K–$500K | SH |
| EPAM | Epam Sys Inc | 2K | $100K–$500K | SH |
| WELL | Welltower Inc | 2K | $100K–$500K | SH |
| NXPI | Nxp Semiconductors N V | 1K | $100K–$500K | SH |
| KLAC | Kla Corp New | 250 | $100K–$500K | SH |
| URI | United Rentals Inc | 375 | $100K–$500K | SH |
| AMGN | Amgen Inc | 906 | $100K–$500K | SH |
| BKNG | Booking Holdings Inc | 52 | $100K–$500K | SH |
| AZO | Autozone Inc | 79 | $100K–$500K | SH |
| IGV | Ishares Expanded Tech-Software | 3K | $100K–$500K | SH |
| IGM | Ishares Expanded Tech Sector E | 2K | $100K–$500K | SH |
| DMAX | Ishares Large Cap Max Buffer D | 10K | $100K–$500K | SH |
| CL | Colgate Palmolive Co | 3K | $100K–$500K | SH |
| CSCO | Cisco Sys Inc | 3K | $100K–$500K | SH |
| CSX | Csx Corp | 7K | $100K–$500K | SH |
| VCIT | Vanguard Intermediate-Term Cor | 3K | $100K–$500K | SH |