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The Analysis of MIDDLETON & CO INC/MA's Holdings & P&L

Currently, MIDDLETON & CO INC/MA holds 164 types of securities in its portfolio with a total value $876.9M. In the most recent quarter, they have increased their positions in APH (+18.4K shares, valued at $2.3M), IQLT (+43.8K shares, valued at $2.0M), UBER (+23.5K shares, valued at $1.7M); decreased their positions in N/A (-13.9K shares, valued at $4.0M), N/A (-23.2K shares, valued at $2.8M), ADBE (-10.1K shares, valued at $2.5M); initiated new positions in APH (+18.4K shares, valued at $2.3M), BSX (+23.8K shares, valued at $1.5M), AVDV (+11.0K shares, valued at $1.1M).

1M P&L

+20.2M+2.67%

3M P&L

+27.3M+3.64%

HY P&L

+5.9M+0.77%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A127.9M

17.9%

2Consumer Electronics56.9M

8.0%

3Internet Retail51.1M

7.2%

Top Industries by Stock Count

1N/A46 stocks

30.5%

2Software - Application8 stocks

5.3%

3Diagnostics & Research5 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Alphabet Inc Cap Stock Cl A Alphabet Inc Cap Stock Cl A207.8K shares-6.27%2026-03-312026-05-08

AAPL Apple Inc224.1K shares-1.47%2026-03-312026-05-08

AMZN Amazon.com Inc245.3K shares-0.55%2026-03-312026-05-08

Broadcom Inc Com Broadcom Inc Com128.6K shares-0.53%2026-03-312026-05-08

IVV iShares Tr S&P 500 Index48.5K shares1.27%2026-03-312026-05-08

COST Costco Wholesale Corp24.5K shares-0.60%2026-03-312026-05-08

V VISA INC COM CL70.7K shares-0.60%2026-03-312026-05-08

MSFT Microsoft Corp57.1K shares-0.91%2026-03-312026-05-08

Sponsored

JPM JPMorgan Chase & Co71.6K shares-1.35%2026-03-312026-05-08

XOM Exxon Mobil Corp115.8K shares1.25%2026-03-312026-05-08

ORLY O'Reilly Automotive Inc200.5K shares-0.62%2026-03-312026-05-08

ABBV Abbvie Inc78.0K shares-1.70%2026-03-312026-05-08

PANW Palo Alto Networks Inc101.3K shares4.28%2026-03-312026-05-08

NEE Nextera Energy Inc173.3K shares-2.07%2026-03-312026-05-08

Merck & Co Inc Merck & Co Inc122.1K shares-15.97%2026-03-312026-05-08

IEF Ishares 7-10 Year Treasury Bon136.4K shares4.64%2026-03-312026-05-08

Sponsored

DHR Danaher Corp68.4K shares-0.35%2026-03-312026-05-08

NVDA Nvidia Corporation73.7K shares7.28%2026-03-312026-05-08

EQIX Equinix Inc12.4K shares1.55%2026-03-312026-05-08

LLY Lilly Eli & Co13.0K shares2.26%2026-03-312026-05-08

Berkshire Hathaway Inc Cl B Berkshire Hathaway Inc Cl B24.9K shares-0.86%2026-03-312026-05-08

NOW ServiceNow Inc109.7K shares11.00%2026-03-312026-05-08

CRM Salesforce Inc60.2K shares-1.06%2026-03-312026-05-08

QCOM Qualcomm Inc85.6K shares-0.93%2026-03-312026-05-08

Sponsored

SPGI S&P Global Inc25.8K shares2.44%2026-03-312026-05-08

VGSH Vanguard Short-Term Treasury E184.2K shares3.38%2026-03-312026-05-08

Steris Plc Shs Usd Steris Plc Shs Usd48.2K shares-0.68%2026-03-312026-05-08

VGIT Vanguard Intermediate-Term Gov171.5K shares17.79%2026-03-312026-05-08

INTU Intuit23.1K shares-1.08%2026-03-312026-05-08

XYL Xylem Inc82.3K shares1.44%2026-03-312026-05-08

Eaton Corp Plc Eaton Corp Plc26.5K shares11.61%2026-03-312026-05-08

IQLT Ishares Msci Intl Quality Fact200.3K shares28.02%2026-03-312026-05-08

Sponsored

AMT American Tower REIT51.1K shares-0.50%2026-03-312026-05-08

VRSK Verisk Analytics Inc Cl A45.7K shares0.88%2026-03-312026-05-08

Alphabet Inc Cap Stock Cl C Alphabet Inc Cap Stock Cl C29.7K shares-11.03%2026-03-312026-05-08

SNPS Synopsys Inc20.9K shares8.81%2026-03-312026-05-08

SYK Stryker Corp24.6K shares5.07%2026-03-312026-05-08

ECL Ecolab Inc29.8K shares-3.16%2026-03-312026-05-08

META Meta Platforms Inc Cl A13.9K shares-3.83%2026-03-312026-05-08

IDXX Idexx Labs Inc13.2K shares0.16%2026-03-312026-05-08

Sponsored

MDLZ Mondelez Intl Inc Cl A121.7K shares2.96%2026-03-312026-05-08

MSCI MSCI Inc Cl A12.4K shares-0.88%2026-03-312026-05-08

AWK American Wtr Wks Co Inc New48.6K shares16.39%2026-03-312026-05-08

IQV Iqvia Holdings Inc34.3K shares-24.84%2026-03-312026-05-08

WCN Waste Connections Inc34.8K shares31.79%2026-03-312026-05-08

CB Chubb Limited17.3K shares-1.95%2026-03-312026-05-08

IJR iShares Tr S&P Small Cap 60044.7K shares1.75%2026-03-312026-05-08

PEP PepsiCo Inc35.4K shares5.56%2026-03-312026-05-08

Sponsored

IJH iShares Tr S&P Mid Cap 40079.8K shares0.87%2026-03-312026-05-08

PAAA Pgim Aaa Clo Etf103.0K shares13.96%2026-03-312026-05-08

ODFL Old Dominion Freight Line Inc26.4K shares-0.94%2026-03-312026-05-08

EXC Exelon Corp98.4K shares1.54%2026-03-312026-05-08

ADBE Adobe Inc19.5K shares-34.18%2026-03-312026-05-08

VCSH Vanguard Short-Term Corp Bd Id55.8K shares-6.14%2026-03-312026-05-08

CEG Constellation Energy Corp15.3K shares-20.82%2026-03-312026-05-08

SPY State Street Spdr S&P 500 Etf5.2K shares-1.85%2026-03-312026-05-08

Sponsored

ABT Abbott Laboratories32.4K shares1.08%2026-03-312026-05-08

Lam Research Corp New Lam Research Corp New15.4K shares-4.49%2026-03-312026-05-08

IWF iShares Tr Russell 1000 Growth7.3K shares0.00%2026-03-312026-05-08

CVX Chevron Corp14.8K shares-2.02%2026-03-312026-05-08

WSO Watsco Inc7.3K shares-2.26%2026-03-312026-05-08

USFR Wisdomtree Floating Rate Treas51.7K shares-3.45%2026-03-312026-05-08

FTV Fortive Corp46.6K shares-44.54%2026-03-312026-05-08

JNJ Johnson & Johnson10.5K shares0.00%2026-03-312026-05-08

Sponsored

BR Broadridge Financial Solutions15.7K shares-3.42%2026-03-312026-05-08

TMO Thermo Fisher Scientific Inc5.1K shares0.00%2026-03-312026-05-08

HD Home Depot Inc7.6K shares-2.72%2026-03-312026-05-08

APH Amphenol Corp Cl A18.4K sharesnew addition2026-03-312026-05-08

IWR iShares Tr Russell Mid Cap23.5K shares-0.84%2026-03-312026-05-08

UBER Uber Technologies Inc30.6K shares330.66%2026-03-312026-05-08

RTX RTX Corporation11.4K shares-1.43%2026-03-312026-05-08

ROL Rollins Inc40.6K shares0.22%2026-03-312026-05-08

Sponsored

BRK.A Berkshire Hathaway Inc Del3 shares0.00%2026-03-312026-05-08

ROP Roper Industries Inc5.9K shares-8.58%2026-03-312026-05-08

Aptiv Plc Aptiv Plc29.5K shares-1.44%2026-03-312026-05-08

MA Mastercard Incorporated4.0K shares0.00%2026-03-312026-05-08

PG Procter & Gamble Co13.9K shares8.82%2026-03-312026-05-08

MKC Mccormick & Co Inc36.7K shares55.18%2026-03-312026-05-08

KR Kroger Co24.9K shares4.05%2026-03-312026-05-08

LOW Lowes Cos Inc7.6K shares-2.26%2026-03-312026-05-08

Sponsored

PNC Pnc Finl Svcs Group Inc8.0K shares-0.31%2026-03-312026-05-08

ISHG Ishares 1-3 Year International21.1K shares18.21%2026-03-312026-05-08

BSX Boston Scientific Corp23.8K sharesnew addition2026-03-312026-05-08

MDY State Str Spdr S&P Midcap 4002.4K shares0.00%2026-03-312026-05-08

XPO Xpo Inc Com7.4K shares-0.27%2026-03-312026-05-08

RNR Renaissancere Hldgs Ltd4.6K shares-41.24%2026-03-312026-05-08

UNP Union Pacific Corp5.6K shares-3.17%2026-03-312026-05-08

EOG Eog Res Inc9.4K shares-2.19%2026-03-312026-05-08

Sponsored

IWD Ishares Russell 1000 Value ETF5.7K shares0.00%2026-03-312026-05-08

IWM iShares Tr Russell 20004.8K shares-0.02%2026-03-312026-05-08

WMT Wal Mart Stores Inc9.4K shares-6.47%2026-03-312026-05-08

AVDV Avantis International Small Ca11.0K sharesnew addition2026-03-312026-05-08

Blackrock Inc Blackrock Inc1.1K shares0.00%2026-03-312026-05-08

MMC Marsh Com6.1K shares150.35%2026-03-312026-05-08

AVUV Avantis U.S. Small Cap Value E9.2K shares0.31%2026-03-312026-05-08

NOC Northrop Grumman Corp1.4K shares-12.35%2026-03-312026-05-08

Sponsored

ADP Automatic Data Processing Inc4.7K shares0.00%2026-03-312026-05-08

ZTS Zoetis Inc7.8K shares10.92%2026-03-312026-05-08

DIS Disney Walt Co Disney9.5K shares-5.62%2026-03-312026-05-08

AVY Avery Dennison Corp5.0K shares6.97%2026-03-312026-05-08

GLDM Spdr Gold Minishares Trust9.2K shares0.00%2026-03-312026-05-08

PSA Public Storage3.1K shares-3.74%2026-03-312026-05-08

IVW Ishares S&P 500 Growth ETF7.4K shares1.03%2026-03-312026-05-08

SBUX Starbucks Corp8.9K shares-0.39%2026-03-312026-05-08

Sponsored

IVE IShares S&P 500 Value ETF3.5K shares2.94%2026-03-312026-05-08

IGV Ishares Expanded Tech-Software8.4K shares237.64%2026-03-312026-05-08

MAXJ Ishares Large Cap Max Buffer J23.1K shares-35.69%2026-03-312026-05-08

APD Air Prods & Chems Inc2.1K shares-9.37%2026-03-312026-05-08

IBB Ishares Biotechnology ETF3.6K shares0.00%2026-03-312026-05-08

CGW Invesco S&P Global Water Index8.4K shares0.00%2026-03-312026-05-08

PAYX Paychex Inc5.3K shares-1.39%2026-03-312026-05-08

IWP Ishares Russell Mid Cap Growth3.8K shares0.00%2026-03-312026-05-08

Sponsored

VTEB Vanguard Tax-Exempt Bond ETF9.6K shares5.49%2026-03-312026-05-08

GLD SPDR Gold Trust Gold1.1K shares-2.25%2026-03-312026-05-08

VB Vanguard Index Funds Small Cap1.7K shares0.00%2026-03-312026-05-08

RAL Ralliant Corp10.8K shares-41.00%2026-03-312026-05-08

MTD Mettler Toledo International345 shares0.00%2026-03-312026-05-08

IBM International Business Machine1.8K shares0.00%2026-03-312026-05-08

STIP Ishares 0-5 Year Tips Bond Etf4.1K shares0.00%2026-03-312026-05-08

PH Parker Hannifin Corp470 shares-14.55%2026-03-312026-05-08

Sponsored

ORCL Oracle Corp2.9K shares-13.64%2026-03-312026-05-08

HEQT Simplify Hedged Equity Etf13.0K shares0.00%2026-03-312026-05-08

DMAX Ishares Large Cap Max Buffer D15.3K shares60.73%2026-03-312026-05-08

The Cigna Group Com The Cigna Group Com1.5K shares0.00%2026-03-312026-05-08

KLAC Kla Corp New275 shares10.00%2026-03-312026-05-08

XHLF Bondbloxx Bloomberg Six Month8.0K shares0.00%2026-03-312026-05-08

TIP Ishares TIPS Bond ETF3.5K shares0.00%2026-03-312026-05-08

BAC Bank of America Corporation7.3K shares8.49%2026-03-312026-05-08

Sponsored

ISRG Intuitive Surgical Inc772 shares0.00%2026-03-312026-05-08

KO Coca-Cola Co4.6K shares-13.15%2026-03-312026-05-08

Invesco Qqq Tr Invesco Qqq Tr600 shares-15.49%2026-03-312026-05-08

ELV ELEVANCE HEALTH INC1.1K shares0.00%2026-03-312026-05-08

PLD Prologis Inc2.5K shares0.00%2026-03-312026-05-08

AXP American Express Co1.1K shares-1.38%2026-03-312026-05-08

AGG Ishares Core US Aggregate Bond3.3K shares0.00%2026-03-312026-05-08

Accenture Ltd Bermuda Cl A Accenture Ltd Bermuda Cl A1.6K shares0.00%2026-03-312026-05-08

Sponsored

AMGN Amgen Inc906 shares0.00%2026-03-312026-05-08

ICE Intercontinental Exchange Inc1.9K shares-9.40%2026-03-312026-05-08

WELL Welltower Inc1.5K shares-11.76%2026-03-312026-05-08

NXPI Nxp Semiconductors N V1.4K shares0.00%2026-03-312026-05-08

CSX Csx Corp6.8K shares0.00%2026-03-312026-05-08

CL Colgate Palmolive Co3.2K shares0.00%2026-03-312026-05-08

URI United Rentals Inc375 shares0.00%2026-03-312026-05-08

AZO Autozone Inc79 shares0.00%2026-03-312026-05-08

Sponsored

FI Fiserv Inc4.7K shares-44.22%2026-03-312026-05-08

VLTO Veralto Corp2.9K shares-42.10%2026-03-312026-05-08

DVY Ishares Select Dividend ETF1.7K shares0.00%2026-03-312026-05-08

VLO Valero Energy Corp1.0K sharesnew addition2026-03-312026-05-08

CSCO Cisco Sys Inc3.2K shares0.00%2026-03-312026-05-08

NKE Nike Inc4.5K shares-26.65%2026-03-312026-05-08

VCIT Vanguard Intermediate-Term Cor2.9K shares0.00%2026-03-312026-05-08

IGSB iShares Sh Tr Crport ETF4.5K shares0.00%2026-03-312026-05-08

Sponsored

IGM Ishares Expanded Tech Sector E2.0K shares0.00%2026-03-312026-05-08

MCD McDonalds Corp746 shares0.00%2026-03-312026-05-08

VO Vanguard Index Funds Mid Cap E784 shares0.00%2026-03-312026-05-08

TJX TJX Cos Inc1.4K shares0.00%2026-03-312026-05-08

BKNG Booking Holdings Inc52 shares0.00%2026-03-312026-05-08

EFA iShares Tr MSCI EAFE Index2.2K shares0.22%2026-03-312026-05-08

EPD Enterprise Products Partners L5.6K sharesnew addition2026-03-312026-05-08

EPAM Epam Sys Inc1.6K shares0.00%2026-03-312026-05-08

Sponsored

CVS CVS Health Corporation2.9K shares0.00%2026-03-312026-05-08

VTI Vanguard Total Stock Market ET647 shares-7.17%2026-03-312026-05-08

NYF Ishares New York Muni Bond ETF3.8K shares0.00%2026-03-312026-05-08

ARRY Array Technologies Inc15.6K shares-9.57%2026-03-312026-05-08

Alphabet Inc Cap Stock Cl A

-6.27%

Shares207.8K

Event2026-03-31

Filed2026-05-08

AAPL

Apple Inc

-1.47%

Shares224.1K

Event2026-03-31

Filed2026-05-08

AMZN

Amazon.com Inc

-0.55%

Shares245.3K

Event2026-03-31

Filed2026-05-08

Broadcom Inc Com

-0.53%

Shares128.6K

Event2026-03-31

Filed2026-05-08

IVV

iShares Tr S&P 500 Index

1.27%

Shares48.5K

Event2026-03-31

Filed2026-05-08

COST

Costco Wholesale Corp

-0.60%

Shares24.5K

Event2026-03-31

Filed2026-05-08

VISA INC COM CL

-0.60%

Shares70.7K

Event2026-03-31

Filed2026-05-08

MSFT

Microsoft Corp

-0.91%

Shares57.1K

Event2026-03-31

Filed2026-05-08

JPM

JPMorgan Chase & Co

-1.35%

Shares71.6K

Event2026-03-31

Filed2026-05-08

XOM

Exxon Mobil Corp

1.25%

Shares115.8K

Event2026-03-31

Filed2026-05-08

ORLY

O'Reilly Automotive Inc

-0.62%

Shares200.5K

Event2026-03-31

Filed2026-05-08

ABBV

Abbvie Inc

-1.70%

Shares78.0K

Event2026-03-31

Filed2026-05-08

PANW

Palo Alto Networks Inc

4.28%

Shares101.3K

Event2026-03-31

Filed2026-05-08

NEE

Nextera Energy Inc

-2.07%

Shares173.3K

Event2026-03-31

Filed2026-05-08

Merck & Co Inc

-15.97%

Shares122.1K

Event2026-03-31

Filed2026-05-08

IEF

Ishares 7-10 Year Treasury Bon

4.64%

Shares136.4K

Event2026-03-31

Filed2026-05-08

DHR

Danaher Corp

-0.35%

Shares68.4K

Event2026-03-31

Filed2026-05-08

NVDA

Nvidia Corporation

7.28%

Shares73.7K

Event2026-03-31

Filed2026-05-08

EQIX

Equinix Inc

1.55%

Shares12.4K

Event2026-03-31

Filed2026-05-08

LLY

Lilly Eli & Co

2.26%

Shares13.0K

Event2026-03-31

Filed2026-05-08

Berkshire Hathaway Inc Cl B

-0.86%

Shares24.9K

Event2026-03-31

Filed2026-05-08

NOW

ServiceNow Inc

11.00%

Shares109.7K

Event2026-03-31

Filed2026-05-08

CRM

Salesforce Inc

-1.06%

Shares60.2K

Event2026-03-31

Filed2026-05-08

QCOM

Qualcomm Inc

-0.93%

Shares85.6K

Event2026-03-31

Filed2026-05-08

SPGI

S&P Global Inc

2.44%

Shares25.8K

Event2026-03-31

Filed2026-05-08

VGSH

Vanguard Short-Term Treasury E

3.38%

Shares184.2K

Event2026-03-31

Filed2026-05-08

Steris Plc Shs Usd

-0.68%

Shares48.2K

Event2026-03-31

Filed2026-05-08

VGIT

Vanguard Intermediate-Term Gov

17.79%

Shares171.5K

Event2026-03-31

Filed2026-05-08

INTU

Intuit

-1.08%

Shares23.1K

Event2026-03-31

Filed2026-05-08

XYL

Xylem Inc

1.44%

Shares82.3K

Event2026-03-31

Filed2026-05-08

Eaton Corp Plc

11.61%

Shares26.5K

Event2026-03-31

Filed2026-05-08

IQLT

Ishares Msci Intl Quality Fact

28.02%

Shares200.3K

Event2026-03-31

Filed2026-05-08

AMT

American Tower REIT

-0.50%

Shares51.1K

Event2026-03-31

Filed2026-05-08

VRSK

Verisk Analytics Inc Cl A

0.88%

Shares45.7K

Event2026-03-31

Filed2026-05-08

Alphabet Inc Cap Stock Cl C

-11.03%

Shares29.7K

Event2026-03-31

Filed2026-05-08

SNPS

Synopsys Inc

8.81%

Shares20.9K

Event2026-03-31

Filed2026-05-08

SYK

Stryker Corp

5.07%

Shares24.6K

Event2026-03-31

Filed2026-05-08

ECL

Ecolab Inc

-3.16%

Shares29.8K

Event2026-03-31

Filed2026-05-08