§ 13F · FUND PROFILE
MIDDLETON & CO INC/MA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $925M (13F)Positions · 166Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc Cap Stock Cl A | 208K | $60M | 6.8% | −6% |
| 2 | AAPL | Apple Inc | 224K | $57M | 6.5% | −1% |
| 3 | AMZN | Amazon.com Inc | 245K | $51M | 5.8% | −1% |
| 4 | AVGO | Broadcom Inc Com | 129K | $40M | 4.5% | −1% |
| 5 | IVV | iShares Tr S&P 500 Index | 48K | $32M | 3.6% | +1% |
| 6 | COST | Costco Wholesale Corp | 25K | $24M | 2.8% | −1% |
| 7 | V | VISA INC COM CL | 71K | $21M | 2.4% | −1% |
| 8 | MSFT | Microsoft Corp | 57K | $21M | 2.4% | −1% |
| 9 | JPM | JPMorgan Chase & Co | 72K | $21M | 2.4% | −1% |
| 10 | XOM | Exxon Mobil Corp | 116K | $20M | 2.2% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MIDDLETON SIGNAL
AC read
MIDDLETON & CO INC/MA is a Other fund managing $925 million in assets. The fund runs a portfolio of 166 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed