§ 13F · FUND PROFILE
MIDDLETON & CO INC/MA.
AUM · $942M (13F)Positions · 170Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc Cap Stock Cl A | 196K | $70M | 7.4% | −6% |
| 2 | AAPL | Apple Inc | 220K | $64M | 6.8% | −2% |
| 3 | AMZN | Amazon.com Inc | 240K | $57M | 6.1% | −2% |
| 4 | AVGO | Broadcom Inc Com | 121K | $46M | 4.9% | −6% |
| 5 | IVV | iShares Tr S&P 500 Index | 48K | $36M | 3.8% | ±0% |
| 6 | PANW | Palo Alto Networks Inc | 92K | $31M | 3.3% | −9% |
| 7 | V | VISA INC COM CL | 69K | $24M | 2.5% | −2% |
| 8 | JPM | JPMorgan Chase & Co | 68K | $22M | 2.4% | −4% |
| 9 | COST | Costco Wholesale Corp | 24K | $22M | 2.4% | −3% |
| 10 | MSFT | Microsoft Corp | 56K | $21M | 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 $942 million in assets. The fund runs a portfolio of 170 positions.
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