§ 13F · FUND PROFILE
MIDDLETON & CO INC/MA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $890.3T (13F)Positions · 161Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc Cap Stock Cl A | 222K | $69.4T | 7.4% | −2% |
| 2 | AAPL | Apple Inc | 227K | $61.8T | 6.6% | −2% |
| 3 | AMZN | Amazon.com Inc | 247K | $56.9T | 6.0% | ±0% |
| 4 | AVGO | Broadcom Inc Com | 129K | $44.8T | 4.8% | −4% |
| 5 | IVV | iShares Tr S&P 500 Index | 48K | $32.8T | 3.5% | +2% |
| 6 | MSFT | Microsoft Corp | 58K | $27.9T | 3.0% | ±0% |
| 7 | V | VISA INC COM CL | 71K | $24.9T | 2.6% | −2% |
| 8 | JPM | JPMorgan Chase & Co | 73K | $23.4T | 2.5% | ±0% |
| 9 | COST | Costco Wholesale Corp | 25K | $21.3T | 2.3% | +1% |
| 10 | ORLY | O'Reilly Automotive Inc | 202K | $18.4T | 2.0% | −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 $890293.6 trillion in assets. The fund runs a portfolio of 161 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed