MIDDLETON & CO INC/MA
CIK 919497
13F filing for Q2 2026・No. 2,679
- Holdings
- US$941.91M
- Quarter change
- +US$65.05M
- Entries
- 170
- Net bought (estimate)
- −US$15.01M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 5
- Cut 79
- Added 42
- Corporate actions 0
- Unchanged 38
Largest holdings
170 stocks worth US$941.91M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCOM | Cut | 195,871 | US$70M | 7.43% |
| AAPLAppleCOM | Cut | 220,283 | US$63.74M | 6.77% |
| AMZNAmazonCOM | Cut | 239,934 | US$57.19M | 6.07% |
| AVGOBroadcomCOM | Cut | 121,188 | US$45.78M | 4.86% |
| IVViShares Tr S&P 500 IndexETF - EQUITY | Cut | 48,302 | US$36.17M | 3.84% |
| PANWPalo Alto Networks IncCOM | Cut | 91,663 | US$31.26M | 3.32% |
| VVISA INC COM CLCOM | Cut | 69,437 | US$23.82M | 2.53% |
| JPMJPMorgan Chase & CoCOM | Cut | 68,448 | US$22.41M | 2.38% |
| COSTCostco Wholesale CorpCOM | Cut | 23,829 | US$22.29M | 2.37% |
| MSFTMicrosoftCOM | Cut | 56,448 | US$21.06M | 2.24% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.