MIDDLETON & CO INC/MA

CIK 0000919497 • 6 13F filings • May 9, 2025 – Aug 10, 2026

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Filer information

Filed by: MIDDLETON & CO INC/MA, Chief Compliance Officer
Address: 600 ATLANTIC AVENUE, T-18, BOSTON, MA, 02210
Phone: 617-357-5101
AUM: $941.8M

AUM over time

$941.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $941.8M163 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	COM	$4.0M	0.4%Prev: 0.5%	32,010 SH	Decreased-150 SH
Abbvie Inc	COM	$18.1M	1.9%Prev: 2.0%	79,398 SH	Decreased-702 SH
Accenture Ltd Bermuda Cl A	COM	$433K	0.0%Prev: 0.0%	1,615 SH	Increased
Adobe Inc	COM	$10.4M	1.1%Prev: 1.1%	29,577 SH	Increased+1,439 SH
Air Prods & Chems Inc	COM	$580K	0.1%Prev: 0.1%	2,348 SH	Decreased-50 SH
Alphabet Inc Cap Stock Cl A	COM	$69.4M	7.4%Prev: 5.9%	221,662 SH	Increased-4,490 SH
Alphabet Inc Cap Stock Cl C	COM	$10.5M	1.1%Prev: 0.9%	33,366 SH	Increased-1,505 SH
Amazon.com Inc	COM	$56.9M	6.0%Prev: 5.9%	246,702 SH	Increased-273 SH
American Express Co	COM	$401K	0.0%Prev: 0.0%	1,085 SH	Increased-40 SH
American Tower REIT	REUS	$9.0M	1.0%Prev: 1.1%	51,372 SH	Decreased-2,946 SH
American Wtr Wks Co Inc New	COM	$5.4M	0.6%Prev: 0.5%	41,751 SH	Increased+8,242 SH
Amgen Inc	COM	$297K	0.0%Prev: 0.0%	906 SH	Decreased-170 SH
Apple Inc	COM	$61.8M	6.6%Prev: 6.4%	227,411 SH	Increased-4,538 SH
Aptiv Plc	COM	$2.3M	0.2%Prev: 0.3%	29,947 SH	Decreased+812 SH
Arista Networks Inc	COM	$210K	0.0%Prev: 0.0%	1,600 SH	Decreased
Array Technologies Inc	COM	$159K	0.0%Prev: 0.0%	17,250 SH	Increased
Automatic Data Processing Inc	COM	$1.2M	0.1%Prev: 0.1%	4,656 SH	Decreased-25 SH
Autozone Inc	COM	$268K	0.0%Prev: 0.0%	79 SH	Decreased
Avantis U.S. Small Cap Value E	ETF - EQUITY	$934K	0.1%Prev: 0.1%	9,156 SH	Decreased-1,080 SH
Avery Dennison Corp	COM	$848K	0.1%Prev: 0.1%	4,660 SH	Increased-200 SH
Bank of America Corporation	COM	$373K	0.0%Prev: 0.0%	6,774 SH	Increased
Berkshire Hathaway Inc Cl B	COM	$12.6M	1.3%Prev: 1.4%	25,084 SH	Increased+12 SH
Berkshire Hathaway Inc Del	COM	$2.3M	0.2%Prev: 0.2%	3 SH	Increased
Blackrock Inc	COM	$1.2M	0.1%Prev: 0.1%	1,131 SH	Decreased-15 SH
Blackstone Inc	COM	$231K	0.0%Prev: 0.0%	1,500 SH	Decreased
Bondbloxx Bloomberg Six Month	ETF	$402K	0.0%Prev: 0.0%	8,000 SH	Decreased
Booking Holdings Inc	COM	$278K	0.0%Prev: 0.0%	52 SH	Decreased
Broadcom Inc Com	COM	$44.8M	4.8%Prev: 4.8%	129,324 SH	Increased-5,524 SH
Broadridge Financial Solutions	COM	$3.6M	0.4%Prev: 0.4%	16,225 SH	Decreased-140 SH
Chevron Corp	COM	$2.3M	0.2%Prev: 0.3%	15,131 SH	Decreased-350 SH
Chubb Limited	COM	$5.5M	0.6%Prev: 0.5%	17,686 SH	Increased+160 SH
Cisco Sys Inc	COM	$246K	0.0%Prev: 0.0%	3,197 SH	Increased
Coca-Cola Co	COM	$372K	0.0%Prev: 0.0%	5,325 SH	Increased
Colgate Palmolive Co	COM	$254K	0.0%Prev: 0.0%	3,220 SH	Decreased
Constellation Energy Corp	COM	$6.8M	0.7%Prev: 0.7%	19,294 SH	Increased+5 SH
Costco Wholesale Corp	COM	$21.3M	2.3%Prev: 2.5%	24,665 SH	Decreased+157 SH
Csx Corp	COM	$246K	0.0%Prev: 0.0%	6,775 SH	Increased
CVS Health Corporation	COM	$230K	0.0%Prev: 0.0%	2,900 SH	Increased
Danaher Corp	COM	$15.7M	1.7%Prev: 1.5%	68,653 SH	Increased-683 SH
Disney Walt Co Disney	COM	$1.1M	0.1%Prev: 0.1%	10,034 SH	Decreased-1,475 SH
Eaton Corp Plc	COM	$7.6M	0.8%Prev: 0.9%	23,767 SH	Decreased+1,809 SH
Ecolab Inc	COM	$8.1M	0.9%Prev: 0.9%	30,808 SH	Decreased-217 SH
ELEVANCE HEALTH INC	COM	$403K	0.0%Prev: 0.1%	1,150 SH	Decreased-375 SH
Eog Res Inc	COM	$1.0M	0.1%Prev: 0.1%	9,578 SH	Decreased-440 SH
Epam Sys Inc	COM	$319K	0.0%Prev: 0.0%	1,555 SH	Increased
Equinix Inc	REUS	$9.3M	1.0%Prev: 1.0%	12,166 SH	Decreased-129 SH
Exelon Corp	COM	$4.2M	0.4%Prev: 0.5%	96,936 SH	Decreased+1,784 SH
Exxon Mobil Corp	COM	$13.8M	1.5%Prev: 1.4%	114,399 SH	Increased+255 SH
Fiserv Inc	COM	$563K	0.1%Prev: 0.7%	8,378 SH	Decreased-44,515 SH
Fortive Corp	COM	$4.6M	0.5%Prev: 0.6%	84,080 SH	Decreased-34,323 SH
Home Depot Inc	COM	$2.7M	0.3%Prev: 0.4%	7,767 SH	Decreased-769 SH
Idexx Labs Inc	COM	$8.9M	0.9%Prev: 0.9%	13,135 SH	Increased
Intercontinental Exchange Inc	COM	$345K	0.0%Prev: 0.0%	2,128 SH	Decreased
International Business Machine	COM	$526K	0.1%Prev: 0.1%	1,777 SH	Increased
Intuit	COM	$15.5M	1.6%Prev: 1.7%	23,367 SH	Increased+856 SH
Intuitive Surgical Inc	COM	$437K	0.0%Prev: 0.0%	772 SH	Increased
Invesco Qqq Tr	ETF - EQUITY	$436K	0.0%Prev: 0.0%	710 SH	Increased
Invesco S&P Global Water Index	ETF - EQUITY	$530K	0.1%Prev: 0.1%	8,418 SH	Decreased
Iqvia Holdings Inc	COM	$10.3M	1.1%Prev: 0.9%	45,704 SH	Increased+124 SH
Ishares 0-5 Year Tips Bond Etf	ETF	$420K	0.0%Prev: 0.1%	4,101 SH	Decreased-2,740 SH
Ishares 1-3 Year International	ETF	$1.3M	0.1%Prev: 0.1%	17,843 SH	Increased+4,125 SH
Ishares 7-10 Year Treasury Bon	ETF	$12.5M	1.3%Prev: 1.4%	130,393 SH	Decreased-2,698 SH
Ishares Biotechnology ETF	ETF - EQUITY	$608K	0.1%Prev: 0.1%	3,600 SH	Increased
Ishares Core US Aggregate Bond	ETF	$325K	0.0%Prev: 0.0%	3,250 SH	Decreased
Ishares Expanded Tech Sector E	ETF - EQUITY	$258K	0.0%Prev: 0.0%	2,000 SH	Increased
Ishares Expanded Tech-Software	ETF - EQUITY	$264K	0.0%Prev: 0.0%	2,500 SH	Decreased
Ishares Large Cap Max Buffer D	ETF - EQUITY	$255K	0.0%Prev: 0.0%	9,550 SH	Increased
Ishares Large Cap Max Buffer J	ETF - EQUITY	$1.0M	0.1%Prev: 0.1%	35,867 SH	Decreased-250 SH
Ishares Msci Intl Quality Fact	ETF - EQUITY	$7.1M	0.8%Prev: 0.7%	156,467 SH	Increased+8,425 SH
Ishares New York Muni Bond ETF	ETF	$203K	0.0%Prev: 0.0%	3,800 SH	Increased
Ishares Russell 1000 Value ETF	ETF - EQUITY	$1.2M	0.1%Prev: 0.1%	5,696 SH	Increased
Ishares Russell Mid Cap Growth	ETF - EQUITY	$523K	0.1%Prev: 0.1%	3,819 SH	Decreased
Ishares S&P 500 Growth ETF	ETF - EQUITY	$899K	0.1%Prev: 0.1%	7,290 SH	Decreased-250 SH
IShares S&P 500 Value ETF	ETF - EQUITY	$721K	0.1%Prev: 0.1%	3,400 SH	Increased+20 SH
Ishares Select Dividend ETF	ETF - EQUITY	$236K	0.0%Prev: 0.0%	1,675 SH	Decreased
iShares Sh Tr Crport ETF	ETF	$239K	0.0%Prev: 0.0%	4,511 SH	Decreased
Ishares TIPS Bond ETF	ETF	$383K	0.0%Prev: 0.1%	3,484 SH	Decreased-760 SH
iShares Tr MSCI EAFE Index	ETF - EQUITY	$215K	0.0%Prev: 0.0%	2,235 SH	Increased
iShares Tr Russell 1000 Growth	ETF - EQUITY	$3.4M	0.4%Prev: 0.4%	7,271 SH	Increased-5 SH
iShares Tr Russell 2000	ETF - EQUITY	$1.2M	0.1%Prev: 0.1%	4,830 SH	Increased
iShares Tr Russell Mid Cap	ETF - EQUITY	$2.3M	0.2%Prev: 0.2%	23,678 SH	Decreased-220 SH
iShares Tr S&P 500 Index	ETF - EQUITY	$32.8M	3.5%Prev: 3.4%	47,853 SH	Increased+813 SH
iShares Tr S&P Mid Cap 400	ETF - EQUITY	$5.2M	0.6%Prev: 0.6%	79,145 SH	Increased-120 SH
iShares Tr S&P Small Cap 600	ETF - EQUITY	$5.3M	0.6%Prev: 0.6%	43,910 SH	Increased+185 SH
Johnson & Johnson	COM	$2.2M	0.2%Prev: 0.2%	10,538 SH	Increased-5 SH
JPMorgan Chase & Co	COM	$23.4M	2.5%Prev: 2.5%	72,583 SH	Increased-130 SH
Kkr & Co Inc	COM	$334K	0.0%Prev: 0.0%	2,622 SH	Decreased
Kla Corp New	COM	$304K	0.0%Prev: 0.0%	250 SH	Increased
Kroger Co	COM	$1.5M	0.2%Prev: 0.2%	23,946 SH	Decreased-3,615 SH
Lam Research Corp New	COM	$2.8M	0.3%Prev: 0.2%	16,156 SH	Increased-75 SH
Lilly Eli & Co	COM	$13.6M	1.4%Prev: 1.0%	12,680 SH	Increased+573 SH
Lowes Cos Inc	COM	$1.9M	0.2%Prev: 0.2%	7,727 SH	Decreased-130 SH
Marsh Com	COM	$453K	0.0%	2,443 SH	New
Mastercard Incorporated	COM	$2.3M	0.2%Prev: 0.3%	4,033 SH	Decreased-50 SH
Mccormick & Co Inc	COM	$1.6M	0.2%	23,675 SH	New
McDonalds Corp	COM	$228K	0.0%Prev: 0.0%	746 SH	Increased
Merck & Co Inc	COM	$15.3M	1.6%Prev: 1.3%	145,353 SH	Increased+2,239 SH
Meta Platforms Inc Cl A	COM	$9.5M	1.0%Prev: 1.2%	14,409 SH	Decreased-155 SH
Mettler Toledo International	COM	$481K	0.1%Prev: 0.0%	345 SH	Increased
Microsoft Corp	COM	$27.9M	3.0%Prev: 3.2%	57,663 SH	Decreased-120 SH
Mondelez Intl Inc Cl A	COM	$6.4M	0.7%Prev: 0.8%	118,236 SH	Decreased-7,383 SH
MSCI Inc Cl A	COM	$7.2M	0.8%Prev: 0.8%	12,489 SH	Increased-41 SH
Nextera Energy Inc	COM	$14.2M	1.5%Prev: 1.5%	176,981 SH	Increased-3,314 SH
Nike Inc	COM	$392K	0.0%Prev: 0.1%	6,153 SH	Decreased-525 SH
Northrop Grumman Corp	COM	$924K	0.1%Prev: 0.1%	1,620 SH	Decreased-10 SH
Nvidia Corporation	COM	$12.8M	1.4%Prev: 1.3%	68,739 SH	Increased+3,887 SH
Nxp Semiconductors N V	COM	$314K	0.0%Prev: 0.0%	1,448 SH	Decreased
O'Reilly Automotive Inc	COM	$18.4M	2.0%Prev: 2.4%	201,746 SH	Decreased-2,369 SH
Old Dominion Freight Line Inc	COM	$4.2M	0.4%Prev: 0.4%	26,688 SH	Increased+999 SH
Oracle Corp	COM	$643K	0.1%Prev: 0.1%	3,300 SH	Decreased-110 SH
Palo Alto Networks Inc	COM	$17.9M	1.9%Prev: 2.1%	97,109 SH	Decreased-89 SH
Parker Hannifin Corp	COM	$483K	0.1%Prev: 0.0%	550 SH	Increased-30 SH
Paychex Inc	COM	$607K	0.1%Prev: 0.1%	5,410 SH	Decreased-125 SH
PepsiCo Inc	COM	$4.8M	0.5%Prev: 0.5%	33,566 SH	Increased+916 SH
Pgim Aaa Clo Etf	ETF	$4.6M	0.5%Prev: 0.5%	90,425 SH	Increased+7,790 SH
Pnc Finl Svcs Group Inc	COM	$1.7M	0.2%Prev: 0.2%	7,978 SH	Increased-15 SH
Procter & Gamble Co	COM	$1.8M	0.2%Prev: 0.2%	12,761 SH	Decreased-89 SH
Prologis Inc	COM	$319K	0.0%Prev: 0.0%	2,500 SH	Increased
Public Storage	REUS	$833K	0.1%Prev: 0.1%	3,209 SH	Decreased-440 SH
Qualcomm Inc	COM	$14.8M	1.6%Prev: 1.5%	86,448 SH	Increased+571 SH
Ralliant Corp	COM	$936K	0.1%Prev: 0.1%	18,389 SH	Decreased-13,016 SH
Renaissancere Hldgs Ltd	COM	$2.2M	0.2%Prev: 0.2%	7,871 SH	Increased-405 SH
Rollins Inc	COM	$2.4M	0.3%Prev: 0.3%	40,490 SH	Increased-810 SH
Roper Industries Inc	COM	$2.9M	0.3%Prev: 0.4%	6,472 SH	Decreased-101 SH
RTX Corporation	COM	$2.1M	0.2%Prev: 0.2%	11,567 SH	Increased-275 SH
S&P Global Inc	COM	$13.1M	1.4%Prev: 1.1%	25,163 SH	Increased+4,131 SH
Salesforce Inc	COM	$16.1M	1.7%Prev: 1.5%	60,859 SH	Increased+1,242 SH
ServiceNow Inc	COM	$15.1M	1.6%Prev: 2.0%	98,790 SH	Decreased+79,003 SH
Simplify Hedged Equity Etf	ETF - EQUITY	$417K	0.0%Prev: 0.0%	13,025 SH	Increased
Spdr Gold Minishares Trust	ETF - EQUITY	$781K	0.1%Prev: 0.1%	9,151 SH	Increased
SPDR Gold Trust Gold	ETF	$441K	0.0%Prev: 0.0%	1,112 SH	Increased
SPDR S&P 500 ETF TR	ETF - EQUITY	$3.6M	0.4%Prev: 0.4%	5,298 SH	Increased-101 SH
SPDR S&P Mid Cap 400 ETF Tr	ETF - EQUITY	$1.4M	0.2%Prev: 0.2%	2,353 SH	Increased-20 SH
Starbucks Corp	COM	$749K	0.1%Prev: 0.1%	8,899 SH	Decreased-5,021 SH
Steris Plc Shs Usd	COM	$12.3M	1.3%Prev: 1.3%	48,484 SH	Increased+247 SH
Stryker Corp	COM	$8.2M	0.9%Prev: 0.9%	23,379 SH	Increased+1,800 SH
Synopsys Inc	COM	$9.0M	1.0%Prev: 1.2%	19,170 SH	Decreased-2,542 SH
The Cigna Group Com	COM	$419K	0.0%Prev: 0.0%	1,524 SH	Decreased
Thermo Fisher Scientific Inc	COM	$3.0M	0.3%Prev: 0.3%	5,137 SH	Increased-30 SH
TJX Cos Inc	COM	$213K	0.0%Prev: 0.0%	1,386 SH	Decreased-150 SH
Uber Technologies Inc	COM	$581K	0.1%Prev: 0.0%	7,110 SH	Increased+3,000 SH
Union Pacific Corp	COM	$1.3M	0.1%Prev: 0.1%	5,828 SH	Decreased-25 SH
United Rentals Inc	COM	$303K	0.0%Prev: 0.1%	375 SH	Decreased-200 SH
Vanguard Index Funds Mid Cap E	ETF - EQUITY	$228K	0.0%Prev: 0.0%	784 SH	Decreased
Vanguard Index Funds Small Cap	ETF - EQUITY	$446K	0.0%Prev: 0.0%	1,730 SH	Increased
Vanguard Intermediate-Term Cor	ETF	$241K	0.0%Prev: 0.0%	2,875 SH	Decreased
Vanguard Intermediate-Term Gov	ETF	$8.7M	0.9%Prev: 0.8%	145,620 SH	Increased+21,700 SH
Vanguard Short-Term Corp Bd Id	ETF	$4.7M	0.5%Prev: 0.6%	59,471 SH	Decreased-5,050 SH
Vanguard Short-Term Treasury E	ETF	$10.5M	1.1%Prev: 1.0%	178,204 SH	Increased+13,330 SH
Vanguard Tax-Exempt Bond ETF	ETF	$458K	0.0%Prev: 0.2%	9,100 SH	Decreased-22,000 SH
Vanguard Total Stock Market ET	ETF - EQUITY	$234K	0.0%Prev: 0.0%	697 SH	Increased
Veralto Corp	COM	$498K	0.1%Prev: 0.1%	4,988 SH	Decreased-168 SH
Verisk Analytics Inc Cl A	COM	$10.1M	1.1%Prev: 1.1%	45,276 SH	Decreased+4,355 SH
VISA INC COM CL	COM	$24.9M	2.6%Prev: 2.7%	71,111 SH	Increased-1,393 SH
Wal Mart Stores Inc	COM	$1.1M	0.1%Prev: 0.1%	10,046 SH	Increased
Waste Connections Inc	COM	$4.6M	0.5%Prev: 0.4%	26,408 SH	Increased+5,155 SH
Watsco Inc	COM	$2.5M	0.3%Prev: 0.3%	7,510 SH	Decreased-115 SH
Wells Fargo & Co	COM	$215K	0.0%	2,310 SH	New
Welltower Inc	REUS	$316K	0.0%Prev: 0.0%	1,700 SH	Increased
Wisdomtree Floating Rate Treas	ETF	$2.7M	0.3%Prev: 0.3%	53,530 SH	Decreased-250 SH
Xpo Inc Com	COM	$1.0M	0.1%Prev: 0.1%	7,450 SH	Increased
Xylem Inc	COM	$11.0M	1.2%Prev: 1.3%	81,122 SH	Decreased+236 SH
Zoetis Inc	COM	$879K	0.1%Prev: 0.2%	6,989 SH	Decreased-6,184 SH

Sold (vs prior filing)

Caterpillar Inc — $234K
Edwards Lifesciences Corp — $239K
Gxo Logistics Incorporated Com — $208K
Honeywell Intl Inc — $206K
Marsh & Mclennan Cos Inc — $330K
Monster Beverage Corp New — $1.2M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 29, 2026	Q4 2025	13F-HR	0001398344-26-001587	$941.8M	View
Oct 29, 2025	Q3 2025	13F-HR	0001398344-25-019980	$925.3M	View
Aug 10, 2026	Q2 2026