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Portfolio (Quarterly) Guide ↗

MIDDLETON & CO INC/MA

· CIK 0000919497
13F Portfolio $942M AUM 170 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 15 New 45 Added 77 Reduced 8 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 Ishares Large Cap Max Buffer D 11,800.0 $323K 0.03% +2K +23.6% $27.34
42 VO Vanguard Index Funds Mid Cap E 3,136.0 $253K 0.03% +2K +300.0% $80.57 +4.3%
43 EFA iShares Tr MSCI EAFE Index 2,265.0 $235K 0.03% +30.0 +1.3% $103.88 +4.4%
44 TJX TJX Cos Inc Consumer Cyclical 1,486.0 $225K 0.02% +100.0 +7.2% $151.50 -0.4%
45 BKNG Booking Holdings Inc Consumer Cyclical 1,200.0 $214K 0.02% +1K +2207.7% $178.24 +14.9%
Page 3 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.7%
Healthcare 12.7%
Communication Services 11.2%
Consumer Cyclical 10.5%
Financial Services 10.5%
Industrials 7.0%
Consumer Defensive 5.3%
Utilities 3.8%
Real Estate 2.7%
Energy 2.5%