MIDDLETON & CO INC/MA

CIK 0000919497 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

MIDDLETON & CO INC/MA reported 170 positions worth $941.9M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: GOOGL (7.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$941.9M
2026 Q2
Positions
170
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
41.8%
Est. Net Flow (Q)
2026 Q2
10 / 170 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGLAlphabet Inc Cap Stock Cl ASH$70.0M7.43%195,871
2AAPLApple IncSH$63.7M6.77%220,283
3AMZNAmazon.com IncSH$57.2M6.07%239,934
4AVGOBroadcom Inc ComSH$45.8M4.86%121,188
5IVViShares Tr S&P 500 IndexSH$36.2M3.84%48,302
6PANWPalo Alto Networks IncSH$31.3M3.32%91,663
7VVISA INC COM CLSH$23.8M2.53%69,437
8JPMJPMorgan Chase & CoSH$22.4M2.38%68,448
9COSTCostco Wholesale CorpSH$22.3M2.37%23,829
10MSFTMicrosoft CorpSH$21.1M2.23%56,448

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MIDDLETON & CO INC/MA hold as of Q2 2026?

MIDDLETON & CO INC/MA reported 170 positions worth $941.9M in its Q2 2026 13F filing. Largest positions: GOOGL (7.4%), AAPL (6.8%), AMZN (6.1%), AVGO (4.9%) and IVV (3.8%).

What did MIDDLETON & CO INC/MA buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MIDDLETON & CO INC/MA sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.