Portfolio (Quarterly)
Guide ↗
MIDDLETON & CO INC/MA
· CIK 0000919497| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MNST | Monster Beverage Corp New | Consumer Defensive | 18,517 | $1.2M | 0.14% | SOLD |
| 2 | EW | Edwards Lifesciences Corp | Healthcare | 3,073 | $239K | 0.03% | SOLD |
| 3 | CAT | Caterpillar Inc | Industrials | 490 | $234K | 0.03% | SOLD |
| 4 | GXO | Gxo Logistics Incorporated Com | Industrials | 3,940 | $208K | 0.02% | SOLD |
| 5 | HON | Honeywell Intl Inc | Industrials | 978 | $206K | 0.02% | SOLD |
Sector Allocation
Technology
32.7%
Healthcare
13.1%
Communication Services
11.3%
Financial Services
11.3%
Consumer Cyclical
10.6%
Industrials
6.6%
Consumer Defensive
4.9%
Utilities
3.8%
Real Estate
2.5%
Energy
2.2%