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Portfolio (Quarterly) Guide ↗

MIDDLETON & CO INC/MA

· CIK 0000919497
13F Portfolio $942M AUM 163 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 30 Added 62 Reduced 5 Exited
Page 8 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AMGN Amgen Inc Healthcare 906.0 $297K 0.03% -170.0 -15.8% $327.31 +2.7%
142 BKNG Booking Holdings Inc Consumer Cyclical 52.0 $278K 0.03% $5355.33 -96.9%
143 AZO Autozone Inc Consumer Cyclical 79.0 $268K 0.03% $3391.49 -10.7%
144 IGV Ishares Expanded Tech-Software 2,500.0 $264K 0.03% $105.69 -12.0%
145 IGM Ishares Expanded Tech Sector E 2,000.0 $258K 0.03% $129.16 +24.3%
146 Ishares Large Cap Max Buffer D 9,550.0 $255K 0.03% $26.67
147 CL Colgate Palmolive Co Consumer Defensive 3,220.0 $254K 0.03% $79.02 +15.5%
148 CSCO Cisco Sys Inc Technology 3,197.0 $246K 0.03% $77.03 +55.4%
149 CSX Csx Corp Industrials 6,775.0 $246K 0.03% $36.25 +30.0%
150 VCIT Vanguard Intermediate-Term Cor 2,875.0 $241K 0.03% $83.75 -1.4%
151 IGSB iShares Sh Tr Crport ETF 4,511.0 $239K 0.03% $52.88 -0.9%
152 DVY Ishares Select Dividend ETF 1,675.0 $236K 0.03% $141.14 +10.0%
153 VTI Vanguard Total Stock Market ET 697.0 $234K 0.03% $335.27 +10.2%
154 BX Blackstone Inc Financial Services 1,500.0 $231K 0.03% $154.14 -23.4%
155 CVS CVS Health Corporation Healthcare 2,900.0 $230K 0.02% $79.36 +16.0%
156 MCD McDonalds Corp Consumer Cyclical 746.0 $228K 0.02% $305.81 -8.1%
157 VO Vanguard Index Funds Mid Cap E 784.0 $228K 0.02% $290.22 -73.0%
158 WFC Wells Fargo & Co Financial Services 2,310.0 $215K 0.02% NEW $93.20 -16.8%
159 EFA iShares Tr MSCI EAFE Index 2,235.0 $215K 0.02% $96.03 +9.1%
160 TJX TJX Cos Inc Consumer Cyclical 1,386.0 $213K 0.02% -150.0 -9.8% $153.61 +2.2%
Page 8 of 9  ·  163 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 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%