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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 7 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 Ralliant Corp 6,459.0 $476K 0.05% -12K -64.9% $73.63
122 PH Parker Hannifin Corp Industrials 460.0 $450K 0.05% -90.0 -16.4% $978.12 +7.7%
123 ELV ELEVANCE HEALTH INC Healthcare 1,150.0 $445K 0.05% $386.73 +0.9%
124 MTD Mettler Toledo International Healthcare 345.0 $441K 0.05% $1277.51 +11.0%
125 HEQT Simplify Hedged Equity Etf 13,025.0 $437K 0.05% $33.54 +3.0%
126 ECML Euclidean Fundamental Value Et 11,000.0 $426K 0.04% NEW $38.69 +7.6%
127 CI The Cigna Group Com Healthcare 1,524.0 $420K 0.04% $275.68 -0.1%
128 STIP Ishares 0-5 Year Tips Bond Etf 4,101.0 $419K 0.04% $102.16 -1.4%
129 BAC Bank of America Corporation Financial Services 7,249.0 $413K 0.04% +475.0 +7.0% $56.98 +12.1%
130 GLD SPDR Gold Trust Gold Financial Services 1,087.0 $400K 0.04% -25.0 -2.2% $368.38 +10.1%
131 TIP Ishares TIPS Bond ETF 3,484.0 $381K 0.04% $109.43 -2.4%
132 KO Coca-Cola Co Consumer Defensive 4,625.0 $376K 0.04% -700.0 -13.2% $81.27 +7.0%
133 CSCO Cisco Sys Inc Technology 3,172.0 $373K 0.04% -25.0 -0.8% $117.46 -3.9%
134 NFLX Netflix Inc Communication Services 5,149.0 $368K 0.04% NEW $71.40 +6.5%
135 AXP American Express Co Financial Services 1,070.0 $362K 0.04% -15.0 -1.4% $338.25 -0.6%
136 WELL Welltower Inc Real Estate 1,500.0 $340K 0.04% -200.0 -11.8% $226.97 +3.7%
137 PLD Prologis Inc Real Estate 2,500.0 $339K 0.04% $135.47 +3.8%
138 AMGN Amgen Inc Healthcare 906.0 $328K 0.04% $362.12 +15.8%
139 IGM Ishares Expanded Tech Sector E 2,000.0 $327K 0.04% $163.58 +0.4%
140 Ishares Large Cap Max Buffer D 11,800.0 $323K 0.03% +2K +23.6% $27.34
Page 7 of 9  ·  170 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%