Middleton & Co Inc/Ma Top Holdings and 13F Report (2026) About Middleton & Co Inc/MaInvestment ActivityMiddleton & Co Inc/Ma has $876.86 million in total holdings as of March 31, 2026.Middleton & Co Inc/Ma owns shares of 164 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 2.76% of the portfolio was purchased this quarter.About 2.83% of the portfolio was sold this quarter.This quarter, Middleton & Co Inc/Ma has purchased 163 new stocks and bought additional shares in 45 stocks.Middleton & Co Inc/Ma sold shares of 70 stocks and completely divested from 4 stocks this quarter.Largest Holdings Alphabet $59,741,453Apple $56,867,994Amazon.com $51,096,754Broadcom $39,816,914iShares Core S&P 500 ETF $31,654,736 Largest New Holdings this Quarter 032095101 - Amphenol $2,324,587 Holding101137107 - Boston Scientific $1,490,752 Holding025072802 - Avantis International Small Cap Value ETF $1,096,663 Holding91913Y100 - Valero Energy $249,798 Holding293792107 - Enterprise Products Partners $211,904 Holding Largest Purchases this Quarter Amphenol 18,398 shares (about $2.32M)iShares MSCI Intl Quality Factor ETF 43,839 shares (about $2.03M)Uber Technologies 23,510 shares (about $1.69M)Vanguard Intermediate-Term Treasury ETF 25,900 shares (about $1.54M)Boston Scientific 23,757 shares (about $1.49M) Largest Sales this Quarter Alphabet 13,909 shares (about $4.00M)Merck & Co., Inc. 23,208 shares (about $2.79M)Adobe 10,109 shares (about $2.46M)Fortive 37,452 shares (about $2.07M)IQVIA 11,355 shares (about $1.94M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMiddleton & Co Inc/Ma Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$59,741,453$3,999,672 â–¼-6.3%207,7536.8%Computer and TechnologyAAPLApple$56,867,994$846,643 â–¼-1.5%224,0756.5%Computer and TechnologyAMZNAmazon.com$51,096,754$283,872 â–¼-0.6%245,3395.8%Retail/WholesaleAVGOBroadcom$39,816,914$210,157 â–¼-0.5%128,6454.5%Computer and TechnologyIVViShares Core S&P 500 ETF$31,654,736$396,501 â–²1.3%48,4603.6%ETFCOSTCostco Wholesale$24,428,478$148,468 â–¼-0.6%24,5162.8%Retail/WholesaleVVisa$21,363,834$128,754 â–¼-0.6%70,6852.4%Business ServicesMSFTMicrosoft$21,151,758$193,228 â–¼-0.9%57,1412.4%Computer and TechnologyJPMJPMorgan Chase & Co.$21,063,621$287,394 â–¼-1.3%71,6062.4%FinanceXOMExxonMobil$19,651,022$242,105 â–²1.2%115,8262.2%EnergyORLYO'Reilly Automotive$18,508,432$114,741 â–¼-0.6%200,5032.1%Retail/WholesaleABBVAbbVie$16,974,660$293,612 â–¼-1.7%78,0481.9%MedicalPANWPalo Alto Networks$16,234,644$666,130 â–²4.3%101,2641.9%Computer and TechnologyNEENextEra Energy$16,097,590$340,405 â–¼-2.1%173,3161.8%UtilitiesMRKMerck & Co., Inc.$14,692,822$2,791,690 â–¼-16.0%122,1451.7%MedicalIEFiShares 7-10 Year Treasury Bond ETF$13,022,597$577,889 â–²4.6%136,4481.5%ETFDHRDanaher$12,971,090$45,504 â–¼-0.3%68,4131.5%MedicalNVDANVIDIA$12,860,605$872,523 â–²7.3%73,7421.5%Computer and TechnologyEQIXEquinix$12,110,414$185,258 â–²1.6%12,3551.4%FinanceLLYEli Lilly and Company$11,925,738$263,054 â–²2.3%12,9661.4%MedicalBRK.BBerkshire Hathaway$11,917,225$103,028 â–¼-0.9%24,8691.4%FinanceNOWServiceNow$11,465,058$1,136,563 â–²11.0%109,6611.3%Computer and TechnologyCRMSalesforce$11,240,521$120,029 â–¼-1.1%60,2161.3%Computer and TechnologyQCOMQualcomm$11,029,788$103,024 â–¼-0.9%85,6481.3%Computer and TechnologySPGIS&P Global$10,963,564$260,733 â–²2.4%25,7761.3%FinanceVGSHVanguard Short-Term Treasury ETF$10,784,766$352,704 â–²3.4%184,2291.2%ETFSTESTERIS$10,648,073$73,194 â–¼-0.7%48,1531.2%MedicalVGITVanguard Intermediate-Term Treasury ETF$10,214,016$1,542,345 â–²17.8%171,5201.2%ETFINTUIntuit$9,993,890$109,391 â–¼-1.1%23,1141.1%Computer and TechnologyXYLXylem$9,834,013$139,934 â–²1.4%82,2931.1%Business ServicesETNEaton$9,487,554$986,811 â–²11.6%26,5261.1%IndustrialsIQLTiShares MSCI Intl Quality Factor ETF$9,260,146$2,026,677 â–²28.0%200,3061.1%ETFAMTAmerican Tower$8,821,082$44,698 â–¼-0.5%51,1131.0%FinanceVRSKVerisk Analytics$8,666,767$75,710 â–²0.9%45,6751.0%Business ServicesGOOGAlphabet$8,516,070$1,055,365 â–¼-11.0%29,6871.0%Computer and TechnologySNPSSynopsys$8,269,780$669,258 â–²8.8%20,8580.9%Computer and TechnologySYKStryker$8,071,832$389,709 â–²5.1%24,5650.9%MedicalECLEcolab$7,936,175$259,370 â–¼-3.2%29,8330.9%Basic MaterialsMETAMeta Platforms$7,927,799$315,808 â–¼-3.8%13,8570.9%Computer and TechnologyIDXXIDEXX Laboratories$7,392,225$11,800 â–²0.2%13,1560.8%MedicalMDLZMondelez International$7,017,151$202,028 â–²3.0%121,7410.8%Consumer StaplesMSCIMSCI$6,672,405$59,291 â–¼-0.9%12,3790.8%FinanceAWKAmerican Water Works$6,613,157$931,264 â–²16.4%48,5940.8%UtilitiesIQVIQVIA$5,857,964$1,936,510 â–¼-24.8%34,3490.7%MedicalWCNWaste Connections$5,653,399$1,363,684 â–²31.8%34,8030.6%Business ServicesCBChubb$5,651,952$112,446 â–¼-2.0%17,3410.6%FinanceIJRiShares Core S&P Small-Cap ETF$5,554,171$95,719 â–²1.8%44,6800.6%ETFPEPPepsiCo$5,502,391$289,926 â–²5.6%35,4330.6%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$5,390,920$46,258 â–²0.9%79,8300.6%ETFPgim Aaa Clo Etf$5,274,099$646,148 â–²14.0%103,0500.6%ETFODFLOld Dominion Freight Line$5,165,985$48,850 â–¼-0.9%26,4380.6%TransportationEXCExelon$4,825,088$73,285 â–²1.5%98,4310.6%UtilitiesADBEAdobe$4,732,214$2,457,261 â–¼-34.2%19,4680.5%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$4,424,899$289,333 â–¼-6.1%55,8210.5%ETFCEGConstellation Energy$4,266,102$1,121,747 â–¼-20.8%15,2770.5%EnergySPYSPDR S&P 500 ETF Trust$3,381,768$63,733 â–¼-1.8%5,2000.4%FinanceABTAbbott Laboratories$3,321,895$35,421 â–²1.1%32,3550.4%MedicalLam Research Corp New$3,296,966$154,902 â–¼-4.5%15,4310.4%COMIWFiShares Russell 1000 Growth ETF$3,100,2320.0%7,2710.4%ETFCVXChevron$3,067,590$63,106 â–¼-2.0%14,8260.3%EnergyWSOWatsco$2,670,219$61,844 â–¼-2.3%7,3400.3%ConstructionUSFRWisdomTree Floating Rate Treasury Fund$2,601,622$93,079 â–¼-3.5%51,6810.3%FinanceFTVFortive$2,577,586$2,070,339 â–¼-44.5%46,6280.3%Computer and TechnologyJNJJohnson & Johnson$2,575,9090.0%10,5380.3%MedicalBRBroadridge Financial Solutions$2,546,062$90,176 â–¼-3.4%15,6700.3%Computer and TechnologyTMOThermo Fisher Scientific$2,524,9900.0%5,1370.3%MedicalHDHome Depot$2,485,093$69,396 â–¼-2.7%7,5560.3%Retail/WholesaleAPHAmphenol$2,324,587$2,324,587 â–²New Holding18,3980.3%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$2,282,729$19,446 â–¼-0.8%23,4780.3%ETFUBERUber Technologies$2,202,497$1,691,075 â–²330.7%30,6200.3%Computer and TechnologyRTXRTX$2,199,446$31,829 â–¼-1.4%11,4020.3%AerospaceROLRollins$2,167,378$4,807 â–²0.2%40,5800.2%ConstructionBRK.ABerkshire Hathaway$2,154,4200.0%30.2%FinanceRoper Industries Inc$2,093,790$196,392 â–¼-8.6%5,9170.2%COMAptiv Plc$2,049,660$29,859 â–¼-1.4%29,5170.2%COMMAMastercard$2,014,9460.0%4,0330.2%Business ServicesPGProcter & Gamble$2,005,694$162,495 â–²8.8%13,8860.2%Consumer StaplesMKCMcCormick & Company, Incorporated$1,853,065$658,898 â–²55.2%36,7380.2%Consumer StaplesKRKroger$1,802,922$70,189 â–²4.1%24,9160.2%Retail/WholesaleLOWLowe's Companies$1,784,387$41,349 â–¼-2.3%7,5520.2%Retail/WholesalePNCThe PNC Financial Services Group$1,654,940$5,202 â–¼-0.3%7,9530.2%FinanceISHGiShares 1-3 Year International Treasury Bond ETF$1,564,767$241,099 â–²18.2%21,0930.2%ETFBSXBoston Scientific$1,490,752$1,490,752 â–²New Holding23,7570.2%MedicalMDYSPDR S&P MidCap 400 ETF Trust$1,451,2360.0%2,3530.2%ETFXPOXPO$1,445,506$3,891 â–¼-0.3%7,4300.2%TransportationRNRRenaissanceRe$1,374,689$964,809 â–¼-41.2%4,6250.2%FinanceUNPUnion Pacific$1,369,105$44,885 â–¼-3.2%5,6430.2%TransportationEOGEOG Resources$1,354,308$30,359 â–¼-2.2%9,3680.2%EnergyIWDiShares Russell 1000 Value ETF$1,216,9840.0%5,6960.1%ETFIWMiShares Russell 2000 ETF$1,197,592$248 â–¼0.0%4,8290.1%FinanceWal Mart Stores Inc$1,167,735$80,782 â–¼-6.5%9,3960.1%COMAVDVAvantis International Small Cap Value ETF$1,096,663$1,096,663 â–²New Holding10,9820.1%ETFBlackrock Inc$1,087,6940.0%1,1310.1%COMMarsh Com$1,060,820$637,082 â–²150.3%6,1160.1%COMAVUVAvantis U.S. Small Cap Value ETF$1,014,556$3,093 â–²0.3%9,1840.1%ETFNOCNorthrop Grumman$968,781$136,448 â–¼-12.3%1,4200.1%AerospaceADPAutomatic Data Processing$946,0060.0%4,6560.1%Computer and TechnologyZTSZoetis$916,354$90,193 â–²10.9%7,7520.1%MedicalDISWalt Disney$912,719$54,358 â–¼-5.6%9,4700.1%Consumer DiscretionaryAVYAvery Dennison$860,810$56,121 â–²7.0%4,9850.1%IndustrialsShowing largest 100 holdings. 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