Middleton & Co Inc/Ma Top Holdings and 13F Report (2025) About Middleton & Co Inc/MaInvestment ActivityMiddleton & Co Inc/Ma has $905.13 million in total holdings as of December 31, 2024.Middleton & Co Inc/Ma owns shares of 158 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 2.79% of the portfolio was purchased this quarter.About 3.04% of the portfolio was sold this quarter.This quarter, Middleton & Co Inc/Ma has purchased 166 new stocks and bought additional shares in 43 stocks.Middleton & Co Inc/Ma sold shares of 76 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $65,116,963Amazon.com $57,989,823Alphabet $45,275,260Broadcom $35,021,982iShares Core S&P 500 ETF $30,982,390 Largest New Holdings this Quarter Aptiv Plc $1,248,428 HoldingLam Research Corp New $1,222,919 HoldingBlackrock Inc $1,060,989 Holding Largest Purchases this Quarter Palo Alto Networks 52,163 shares (about $9.49M)IDEXX Laboratories 6,095 shares (about $2.52M)Pgim Aaa Clo Etf 39,925 shares (about $2.04M)Vanguard Intermediate-Term Treasury Index ETF 25,750 shares (about $1.49M)Aptiv Plc 20,642 shares (about $1.25M) Largest Sales this Quarter iShares 7-10 Year Treasury Bond ETF 19,246 shares (about $1.78M)Danaher 5,875 shares (about $1.35M)ServiceNow 792 shares (about $839.62K)Amazon.com 3,347 shares (about $734.30K)WisdomTree Bloomberg Floating Rate Treasury Fund 12,347 shares (about $621.30K) 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 PortfolioSectorAAPLApple$65,116,963$48,081 ▼-0.1%260,0317.2%Computer and TechnologyAMZNAmazon.com$57,989,823$734,298 ▼-1.3%264,3236.4%Retail/WholesaleGOOGLAlphabet$45,275,260$189,111 ▼-0.4%239,1725.0%Computer and TechnologyAVGOBroadcom$35,021,982$177,126 ▼-0.5%151,0613.9%Computer and TechnologyIVViShares Core S&P 500 ETF$30,982,390$20,015 ▲0.1%52,6303.4%ETFVVisa$25,812,883$189,624 ▼-0.7%81,6762.9%Business ServicesMSFTMicrosoft$25,504,400$381,877 ▲1.5%60,5092.8%Computer and TechnologyCOSTCostco Wholesale$25,136,951$591,910 ▼-2.3%27,4342.8%Retail/WholesaleNOWServiceNow$21,849,073$839,615 ▼-3.7%20,6102.4%Computer and TechnologyCRMSalesforce$20,274,440$113,004 ▼-0.6%60,6422.2%Computer and TechnologyJPMJPMorgan Chase & Co.$20,150,262$336,073 ▼-1.6%84,0612.2%FinanceORLYO'Reilly Automotive$19,394,945$461,276 ▼-2.3%16,3562.1%Retail/WholesalePANWPalo Alto Networks$18,851,784$9,491,580 ▲101.4%103,6042.1%Computer and TechnologyDHRDanaher$17,714,127$1,348,605 ▼-7.1%77,1692.0%MedicalINTUIntuit$15,707,602$157,755 ▲1.0%24,9921.7%Computer and TechnologyABBVAbbVie$15,411,388$44,780 ▼-0.3%86,7271.7%MedicalNEENextEra Energy$14,636,159$30,755 ▼-0.2%204,1591.6%UtilitiesMRKMerck & Co., Inc.$14,580,585$836,229 ▲6.1%146,5681.6%MedicalUNHUnitedHealth Group$14,070,496$405,700 ▼-2.8%27,8151.6%MedicalXOMExxon Mobil$13,745,284$60,454 ▼-0.4%127,7801.5%Oils/EnergyQCOMQUALCOMM$13,504,473$41,324 ▲0.3%87,9081.5%Computer and TechnologyVRSKVerisk Analytics$13,210,632$233,838 ▼-1.7%47,9641.5%Business ServicesIEFiShares 7-10 Year Treasury Bond ETF$12,710,673$1,779,293 ▼-12.3%137,4871.4%ETFBRK.BBerkshire Hathaway$11,885,908$116,493 ▼-1.0%26,2221.3%FinanceSPGIS&P Global$11,456,184$2,988 ▲0.0%23,0031.3%Business ServicesEQIXEquinix$11,120,954$89,571 ▼-0.8%11,7951.2%FinanceFIFiserv$10,933,890$204,598 ▼-1.8%53,2271.2%Business ServicesAMTAmerican Tower$10,713,162$296,941 ▼-2.7%58,4111.2%FinanceSTESTERIS$10,100,191$87,774 ▲0.9%49,1351.1%MedicalADBEAdobe$9,972,394$799,535 ▲8.7%22,4261.1%Computer and TechnologyFTVFortive$9,786,437$31,650 ▼-0.3%130,4861.1%Computer and TechnologyIQVIQVIA$9,518,551$118,103 ▲1.3%48,4381.1%MedicalSNPSSynopsys$9,433,942$991,105 ▲11.7%19,4371.0%Computer and TechnologyMETAMeta Platforms$9,228,597$72,016 ▼-0.8%15,7621.0%Computer and TechnologyXYLXylem$9,135,299$321,956 ▲3.7%78,7391.0%Business ServicesSYKStryker$8,482,438$71,650 ▼-0.8%23,5590.9%MedicalECLEcolab$8,136,762$127,236 ▼-1.5%34,7250.9%Basic MaterialsVGSHVanguard Short-Term Treasury Index ETF$8,021,858$283,337 ▼-3.4%137,8800.9%ETFGOOGAlphabet$7,988,425$138,070 ▼-1.7%41,9470.9%Computer and TechnologyMDLZMondelez International$7,803,545$183,909 ▲2.4%130,6470.9%Consumer StaplesMSCIMSCI$7,615,327$6,600 ▼-0.1%12,6920.8%FinanceVCSHVanguard Short-Term Corporate Bond ETF$5,913,392$144,318 ▼-2.4%75,8030.7%ETFPYPLPayPal$5,607,078$364,445 ▼-6.1%65,6950.6%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$5,544,059$143,314 ▲2.7%88,9750.6%ETFIJRiShares Core S&P Small-Cap ETF$5,287,331$532,777 ▼-9.2%45,8890.6%ETFIDXXIDEXX Laboratories$5,087,379$2,519,917 ▲98.1%12,3050.6%MedicalCBChubb$5,042,751$353,111 ▼-6.5%18,2510.6%FinanceSBUXStarbucks$4,985,313$313,533 ▼-5.9%54,6340.6%Retail/WholesaleODFLOld Dominion Freight Line$4,706,176$13,759 ▲0.3%26,6790.5%TransportationCEGConstellation Energy$4,648,022$147,201 ▲3.3%20,7770.5%Oils/EnergyVGITVanguard Intermediate-Term Treasury Index ETF$4,424,240$1,493,500 ▲51.0%76,2800.5%ETFBRBroadridge Financial Solutions$4,343,189$27,131 ▼-0.6%19,2100.5%Business ServicesROPRoper Technologies$4,316,315$333,744 ▼-7.2%8,3030.5%Computer and TechnologyHDHome Depot$3,956,349$355,142 ▼-8.2%10,1710.4%Retail/WholesaleWSOWatsco$3,922,388$52,128 ▼-1.3%8,2770.4%ConstructionABTAbbott Laboratories$3,859,424$55,424 ▼-1.4%34,1210.4%MedicalPEPPepsiCo$3,833,737$44,858 ▼-1.2%25,2120.4%Consumer StaplesDISWalt Disney$3,696,152$560,313 ▼-13.2%33,1940.4%Consumer DiscretionaryRNRRenaissanceRe$3,651,038$85,839 ▼-2.3%14,6740.4%FinanceEXCExelon$3,588,823$6,775 ▲0.2%95,3460.4%UtilitiesPgim Aaa Clo Etf$3,469,312$2,044,160 ▲143.4%67,7600.4%ETFSPYSPDR S&P 500 ETF Trust$3,192,378$76,776 ▲2.5%5,4470.4%FinanceCVXChevron$3,039,097$21,437 ▲0.7%20,9820.3%Oils/EnergyIWFiShares Russell 1000 Growth ETF$2,982,017$79,911 ▼-2.6%7,4260.3%ETFIWRiShares Russell Mid-Cap ETF$2,899,310$72,841 ▼-2.5%32,7980.3%ETFTMOThermo Fisher Scientific$2,734,849$15,607 ▲0.6%5,2570.3%MedicalLOWLowe's Companies$2,660,751$161,654 ▼-5.7%10,7810.3%Retail/WholesaleUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$2,591,732$621,301 ▼-19.3%51,5050.3%FinancePGProcter & Gamble$2,425,225$169,494 ▼-6.5%14,4660.3%Consumer StaplesWCNWaste Connections$2,248,727$1,716 ▼-0.1%13,1060.2%Business ServicesROLRollins$2,182,621$4,635 ▲0.2%47,0900.2%ConstructionNVDANVIDIA$2,123,125$87,289 ▲4.3%15,8100.2%Computer and TechnologyZTSZoetis$2,078,498$73,318 ▲3.7%12,7570.2%MedicalBRK.ABerkshire Hathaway$2,042,7600.0%30.2%FinanceMAMastercard$1,920,735$207,974 ▲12.1%3,6480.2%Business ServicesEOGEOG Resources$1,866,035$613 ▼0.0%15,2230.2%Oils/EnergyVTEBVanguard Tax-Exempt Bond ETF$1,819,7190.0%36,3000.2%ETFPNCThe PNC Financial Services Group$1,658,124$87,554 ▼-5.0%8,5980.2%FinanceJNJJohnson & Johnson$1,643,462$297,483 ▼-15.3%11,3640.2%MedicalPSAPublic Storage$1,601,705$32,938 ▼-2.0%5,3490.2%FinanceADPAutomatic Data Processing$1,526,880$24,589 ▼-1.6%5,2160.2%Business ServicesMNSTMonster Beverage$1,471,260$116,158 ▼-7.3%27,9920.2%Consumer StaplesRTXRTX$1,401,601$12,035 ▲0.9%12,1120.2%AerospaceUNPUnion Pacific$1,395,149$173,538 ▼-11.1%6,1180.2%TransportationMDYSPDR S&P MidCap 400 ETF Trust$1,387,497$5,696 ▼-0.4%2,4360.2%ETFIWMiShares Russell 2000 ETF$1,342,332$122,633 ▼-8.4%6,0750.1%FinanceAptiv Plc$1,248,428$1,248,428 ▲New Holding20,6420.1%COMLam Research Corp New$1,222,919$1,222,919 ▲New Holding16,9310.1%COMAVYAvery Dennison$1,192,954$17,777 ▼-1.5%6,3750.1%Industrial ProductsNKENIKE$1,150,714$77,713 ▼-6.3%15,2070.1%Consumer DiscretionaryAVUVAvantis U.S. Small Cap Value ETF$1,111,543$885,180 ▲391.0%11,5150.1%ETFXPOXPO$1,078,709$26,886 ▼-2.4%8,2250.1%TransportationIWDiShares Russell 1000 Value ETF$1,061,836$14,809 ▼-1.4%5,7360.1%ETFBlackrock Inc$1,060,989$1,060,989 ▲New Holding1,0350.1%COMIshares Large Cap Max Buffer J$947,4120.0%36,2500.1%ETF - EQUITYWMTWalmart$922,564$12,649 ▲1.4%10,2110.1%Retail/WholesaleAPDAir Products and Chemicals$914,496$58,008 ▲6.8%3,1530.1%Basic MaterialsPAYXPaychex$846,929$7,011 ▼-0.8%6,0400.1%Business ServicesNOCNorthrop Grumman$818,911$2,346 ▼-0.3%1,7450.1%AerospaceVeralto Corp$792,189$57,851 ▼-6.8%7,7780.1%COMShowing largest 100 holdings. 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