MIDDLETON & CO INC/MA: 13F holdings
CIK 9194972026Q2
| Positions | 170 |
|---|
| Reported value | $941.9m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 170 (+6 vs prior quarter) |
|---|
| Reported value | $941.9m (+7.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL Alphabet Inc Cap Stock Cl A | 195,871 | $70.0m | 7.4% |
| AAPL Apple Inc | 220,283 | $63.7m | 6.8% |
| AMZN Amazon.com Inc | 239,934 | $57.2m | 6.1% |
| AVGO Broadcom Inc Com | 121,188 | $45.8m | 4.9% |
| IVV iShares Tr S&P 500 Index | 48,302 | $36.2m | 3.8% |
| PANW Palo Alto Networks Inc | 91,663 | $31.3m | 3.3% |
| V VISA INC COM CL | 69,437 | $23.8m | 2.5% |
| JPM JPMorgan Chase & Co | 68,448 | $22.4m | 2.4% |
| COST Costco Wholesale Corp | 23,829 | $22.3m | 2.4% |
| MSFT Microsoft Corp | 56,448 | $21.1m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="919497")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples