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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 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWP Ishares Russell Mid Cap Growth 3,738.0 $547K 0.06% -81.0 -2.1% $146.41 -0.7%
62 PAYX Paychex Inc Industrials 5,335.0 $525K 0.06% -75.0 -1.4% $98.33 +24.0%
63 Ralliant Corp 6,459.0 $476K 0.05% -12K -64.9% $73.63
64 PH Parker Hannifin Corp Industrials 460.0 $450K 0.05% -90.0 -16.4% $978.12 +6.1%
65 GLD SPDR Gold Trust Gold Financial Services 1,087.0 $400K 0.04% -25.0 -2.2% $368.38 +9.4%
66 KO Coca-Cola Co Consumer Defensive 4,625.0 $376K 0.04% -700.0 -13.2% $81.27 +8.9%
67 CSCO Cisco Sys Inc Technology 3,172.0 $373K 0.04% -25.0 -0.8% $117.46 -5.3%
68 AXP American Express Co Financial Services 1,070.0 $362K 0.04% -15.0 -1.4% $338.25 +0.2%
69 WELL Welltower Inc Real Estate 1,500.0 $340K 0.04% -200.0 -11.8% $226.97 +4.9%
70 QQQ Invesco Qqq Tr Financial Services 420.0 $309K 0.03% -290.0 -40.9% $736.40 -2.5%
71 URI United Rentals Inc Industrials 225.0 $255K 0.03% -150.0 -40.0% $1132.89 +1.3%
72 VLTO Veralto Corp Industrials 2,802.0 $248K 0.03% -2K -43.8% $88.68 +10.1%
73 VTI Vanguard Total Stock Market ET 647.0 $239K 0.03% -50.0 -7.2% $370.04 +2.6%
74 ICE Intercontinental Exchange Inc Financial Services 1,928.0 $237K 0.03% -200.0 -9.4% $123.11 +27.3%
75 FISV Fiserv Inc Technology 4,752.0 $233K 0.03% -4K -43.3% $49.06 +8.3%
76 NXPI Nxp Semiconductors N V Technology 800.0 $225K 0.02% -648.0 -44.8% $281.03 -19.9%
77 ARRY Array Technologies Inc Energy 12,100.0 $90K 0.01% -5K -29.9% $7.41 -33.1%
Page 4 of 4  ·  77 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%