Portfolio (Quarterly)
Guide ↗
MIDDLETON & CO INC/MA
· CIK 0000919497| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XHLF | Bondbloxx Bloomberg Six Month | — | 8,000 | $402K | 0.04% | SOLD |
| 2 | NKE | Nike Inc | Consumer Cyclical | 6,153 | $392K | 0.04% | SOLD |
| 3 | KKR | Kkr & Co Inc | Financial Services | 2,622 | $334K | 0.04% | SOLD |
| 4 | EPAM | Epam Sys Inc | Technology | 1,555 | $319K | 0.03% | SOLD |
| 5 | IGSB | iShares Sh Tr Crport ETF | — | 4,511 | $239K | 0.03% | SOLD |
| 6 | DVY | Ishares Select Dividend ETF | — | 1,675 | $236K | 0.03% | SOLD |
| 7 | BX | Blackstone Inc | Financial Services | 1,500 | $231K | 0.03% | SOLD |
| 8 | WFC | Wells Fargo & Co | Financial Services | 2,310 | $215K | 0.02% | SOLD |
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%