Middleton & Co Inc

13F filer · CIK 0000919497

Reported Aug 10, 2026

Net seller this quarter

13F portfolio value$942MU.S. long equity reported on 13F

Positions13310 new · 2 closed

Net flow last quarter-$15.4MBuys minus sells

Top 10 positions weight40.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026133 positions
GOOGLAlphabet Inc.	$70M	7.43%	0.00%	-5.7%	Q4 2015
AAPLApple Inc.	$63.7M	6.77%	0.00%	-1.7%	Q2 2013
AMZNAmazon Com Inc	$57.2M	6.07%	0.00%	-2.2%	Q2 2013
AVGOBroadcom Inc.	$45.8M	4.86%	0.00%	-5.8%	Q1 2016
PANWPalo Alto Networks Inc	$31.3M	3.32%	0.01%	-9.5%	Q2 2014
VVisa Inc.	$23.8M	2.53%	0.00%	-1.8%	Q2 2013
JPMJPMorgan Chase & Co	$22.4M	2.38%	0.00%	-4.4%	Q2 2013
COSTCostco Wholesale Corp	$22.3M	2.37%	0.01%	-2.8%	Q2 2013
MSFTMicrosoft Corp	$21.1M	2.24%	0.00%	-1.2%	Q2 2013
ABBVAbbVie Inc.	$18.9M	2.01%	0.00%	-3.6%	Q2 2013
ORLYO Reilly Automotive Inc	$17.9M	1.91%	0.02%	-2.8%	Q2 2013
NVDANvidia Corp	$16.3M	1.73%	0.00%	+10.7%	Q2 2021
LLYELI LILLY & Co	$15.6M	1.66%	0.00%	+0.4%	Q4 2021
XOMExxonMobil Holdings Corp	$15.6M	1.65%	0.00%	-1.7%	Q2 2013
NEENextera Energy Inc	$14.9M	1.58%	0.01%	-2.4%	Q2 2013
QCOMQualcomm Inc	$14.3M	1.52%	0.01%	-9.4%	Q2 2013
MRKMerck & Co., Inc.	$14.2M	1.50%	0.00%	-9.7%	Q2 2013
BRK.BBerkshire Hathaway Inc	$12.9M	1.37%	Not reported	+3.5%	Q2 2013
DHRDanaher Corp	$12.7M	1.35%	0.01%	-2.7%	Q2 2013
EQIXEquinix Inc	$11.9M	1.27%	0.01%	-7.3%	Q3 2017
ETNEaton Corp plc	$11.4M	1.21%	0.01%	+1.0%	Q2 2014
NOWServiceNow, Inc.	$11.2M	1.19%	0.01%	+3.1%	Q2 2020
SPGIS&P Global Inc.	$10.2M	1.09%	0.01%	-2.5%	Q1 2022
STESTERIS plc	$9.8M	1.04%	0.05%	-3.3%	Q2 2016
XYLXylem Inc.	$9.51M	1.01%	0.03%	-2.2%	Q1 2020
GOOGAlphabet Inc.	$9.25M	0.98%	Not reported	-11.8%	Q4 2015
CRMSalesforce, Inc.	$9.24M	0.98%	0.01%	-2.1%	Q3 2015
SNPSSynopsys Inc	$9.11M	0.97%	0.01%	-2.1%	Q2 2023
VRSKVerisk Analytics, Inc.	$8.41M	0.89%	0.04%	+2.5%	Q1 2016
METAMeta Platforms, Inc.	$8.16M	0.87%	Not reported	+4.5%	Q2 2013
ECLEcolab Inc.	$8M	0.85%	0.01%	-3.7%	Q2 2016
AMTAmerican Tower Corp	$7.91M	0.84%	0.01%	-5.4%	Q2 2013
SYKStryker Corp	$7.75M	0.82%	0.01%	+0.3%	Q2 2013
MDLZMondelez International, Inc.	$7.06M	0.75%	0.01%	+0.2%	Q3 2015
WCNWaste Connections, Inc.	$6.98M	0.74%	0.02%	+20.3%	Q2 2019
IDXXIdexx Laboratories Inc	$6.93M	0.74%	0.02%	0.0%	Q2 2019
MSCIMSCI Inc.	$6.66M	0.71%	0.02%	-3.9%	Q1 2020
LRCXLam Research Corp	$6.59M	0.70%	0.00%	-1.4%	Q1 2018
AWKAmerican Water Works Company, Inc.	$6.58M	0.70%	0.03%	+2.9%	Q2 2025
IQVIqvia Holdings Inc.	$6.42M	0.68%	0.02%	-3.3%	Q2 2019
APHAmphenol Corp	$6.08M	0.65%	0.00%	+87.4%	Q1 2026
CBChubb Ltd	$5.7M	0.60%	0.00%	-3.6%	Q3 2014
INTUIntuit Inc.	$5.68M	0.60%	0.01%	-5.9%	Q2 2013
PEPPepsico Inc	$5.46M	0.58%	0.00%	+13.7%	Q2 2013
ODFLOld Dominion Freight Line, Inc.	$5.28M	0.56%	0.01%	-7.8%	Q1 2021
EXCExelon Corp	$4.64M	0.49%	0.01%	+1.1%	Q2 2014
UBERUber Technologies, Inc	$4.24M	0.45%	0.00%	+92.1%	Q2 2025
CEGConstellation Energy Corp	$3.57M	0.38%	0.00%	-5.9%	Q1 2022
JNJJohnson & Johnson	$3.35M	0.36%	0.00%	+25.4%	Q2 2013
WSOWatsco Inc	$2.97M	0.32%	Not reported	-2.9%	Q1 2018

Q1 2026Reported May 8, 2026125 positions
GOOGLAlphabet Inc.	$59.7M	6.81%	0.00%	-6.3%	Q4 2015
AAPLApple Inc.	$56.9M	6.49%	0.00%	-1.5%	Q2 2013
AMZNAmazon Com Inc	$51.1M	5.83%	0.00%	-0.6%	Q2 2013
AVGOBroadcom Inc.	$39.8M	4.54%	0.00%	-0.5%	Q1 2016
COSTCostco Wholesale Corp	$24.4M	2.79%	0.01%	-0.6%	Q2 2013
VVisa Inc.	$21.4M	2.44%	0.00%	-0.6%	Q2 2013
MSFTMicrosoft Corp	$21.2M	2.41%	0.00%	-0.9%	Q2 2013
JPMJPMorgan Chase & Co	$21.1M	2.40%	0.00%	-1.4%	Q2 2013
XOMExxonMobil Holdings Corp	$19.7M	2.24%	0.00%	+1.3%	Q2 2013
ORLYO Reilly Automotive Inc	$18.5M	2.11%	0.02%	-0.6%	Q2 2013
ABBVAbbVie Inc.	$17M	1.94%	0.00%	-1.7%	Q2 2013
PANWPalo Alto Networks Inc	$16.2M	1.85%	0.01%	+4.3%	Q2 2014
NEENextera Energy Inc	$16.1M	1.84%	0.01%	-2.1%	Q2 2013
MRKMerck & Co., Inc.	$14.7M	1.68%	0.00%	-16.0%	Q2 2013
DHRDanaher Corp	$13M	1.48%	0.01%	-0.4%	Q2 2013
NVDANvidia Corp	$12.9M	1.47%	0.00%	+7.3%	Q2 2021
EQIXEquinix Inc	$12.1M	1.38%	0.01%	+1.6%	Q3 2017
LLYELI LILLY & Co	$11.9M	1.36%	0.00%	+2.3%	Q4 2021
BRK.BBerkshire Hathaway Inc	$11.9M	1.36%	Not reported	-0.9%	Q2 2013
NOWServiceNow, Inc.	$11.5M	1.31%	0.01%	+11.0%	Q2 2020
CRMSalesforce, Inc.	$11.2M	1.28%	0.01%	-1.1%	Q3 2015
QCOMQualcomm Inc	$11M	1.26%	0.01%	-0.9%	Q2 2013
SPGIS&P Global Inc.	$11M	1.25%	0.01%	+2.4%	Q1 2022
STESTERIS plc	$10.6M	1.21%	0.05%	-0.7%	Q2 2016
INTUIntuit Inc.	$9.99M	1.14%	0.01%	-1.1%	Q2 2013
XYLXylem Inc.	$9.83M	1.12%	0.03%	+1.4%	Q1 2020
ETNEaton Corp plc	$9.49M	1.08%	0.01%	+11.6%	Q2 2014
AMTAmerican Tower Corp	$8.82M	1.01%	0.01%	-0.5%	Q2 2013
VRSKVerisk Analytics, Inc.	$8.67M	0.99%	0.03%	+0.9%	Q1 2016
GOOGAlphabet Inc.	$8.52M	0.97%	Not reported	-11.0%	Q4 2015
SNPSSynopsys Inc	$8.27M	0.94%	0.01%	+8.8%	Q2 2023
SYKStryker Corp	$8.07M	0.92%	0.01%	+5.1%	Q2 2013
ECLEcolab Inc.	$7.94M	0.91%	0.01%	-3.2%	Q2 2016
METAMeta Platforms, Inc.	$7.93M	0.90%	Not reported	-3.8%	Q2 2013
IDXXIdexx Laboratories Inc	$7.39M	0.84%	0.02%	+0.2%	Q2 2019
MDLZMondelez International, Inc.	$7.02M	0.80%	0.01%	+3.0%	Q3 2015
MSCIMSCI Inc.	$6.67M	0.76%	0.02%	-0.9%	Q1 2020
AWKAmerican Water Works Company, Inc.	$6.61M	0.75%	0.02%	+16.4%	Q2 2025
IQVIqvia Holdings Inc.	$5.86M	0.67%	0.02%	-24.8%	Q2 2019
WCNWaste Connections, Inc.	$5.65M	0.64%	0.01%	+31.8%	Q2 2019
CBChubb Ltd	$5.65M	0.64%	0.00%	-2.0%	Q3 2014
PEPPepsico Inc	$5.5M	0.63%	0.00%	+5.6%	Q2 2013
ODFLOld Dominion Freight Line, Inc.	$5.17M	0.59%	0.01%	-0.9%	Q1 2021
EXCExelon Corp	$4.83M	0.55%	0.01%	+1.5%	Q2 2014
ADBEAdobe Inc.	$4.73M	0.54%	0.00%	-34.2%	Q4 2017
CEGConstellation Energy Corp	$4.27M	0.49%	0.00%	-20.8%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$3.38M	0.39%	Not reported	-1.9%	Q2 2013
ABTAbbott Laboratories	$3.32M	0.38%	0.00%	+1.1%	Q2 2013
LRCXLam Research Corp	$3.3M	0.38%	0.00%	-4.5%	Q1 2018
CVXChevron Corp	$3.07M	0.35%	0.00%	-2.0%	Q2 2013

Q4 2025Reported Jan 29, 2026125 positions
GOOGLAlphabet Inc.	$69.4M	7.37%	0.00%	-2.0%	Q4 2015
AAPLApple Inc.	$61.8M	6.56%	0.00%	-2.0%	Q2 2013
AMZNAmazon Com Inc	$56.9M	6.05%	0.00%	-0.1%	Q2 2013
AVGOBroadcom Inc.	$44.8M	4.75%	0.00%	-4.1%	Q1 2016
MSFTMicrosoft Corp	$27.9M	2.96%	0.00%	-0.2%	Q2 2013
VVisa Inc.	$24.9M	2.65%	0.00%	-1.9%	Q2 2013
JPMJPMorgan Chase & Co	$23.4M	2.48%	0.00%	-0.2%	Q2 2013
COSTCostco Wholesale Corp	$21.3M	2.26%	0.01%	+0.6%	Q2 2013
ORLYO Reilly Automotive Inc	$18.4M	1.95%	0.02%	-1.2%	Q2 2013
ABBVAbbVie Inc.	$18.1M	1.93%	0.00%	-0.9%	Q2 2013
PANWPalo Alto Networks Inc	$17.9M	1.90%	0.01%	-0.1%	Q2 2014
CRMSalesforce, Inc.	$16.1M	1.71%	0.01%	+2.1%	Q3 2015
DHRDanaher Corp	$15.7M	1.67%	0.01%	-1.0%	Q2 2013
INTUIntuit Inc.	$15.5M	1.64%	0.01%	+3.8%	Q2 2013
MRKMerck & Co., Inc.	$15.3M	1.62%	0.01%	+1.6%	Q2 2013
NOWServiceNow, Inc.	$15.1M	1.61%	0.01%	-0.2%	Q2 2020
QCOMQualcomm Inc	$14.8M	1.57%	0.01%	+0.7%	Q2 2013
NEENextera Energy Inc	$14.2M	1.51%	0.01%	-1.8%	Q2 2013
XOMExxonMobil Holdings Corp	$13.8M	1.46%	0.00%	+0.2%	Q2 2013
LLYELI LILLY & Co	$13.6M	1.45%	0.00%	+4.7%	Q4 2021
SPGIS&P Global Inc.	$13.1M	1.40%	0.01%	+19.6%	Q1 2022
NVDANvidia Corp	$12.8M	1.36%	0.00%	+6.0%	Q2 2021
BRK.BBerkshire Hathaway Inc	$12.6M	1.34%	Not reported	+0.1%	Q2 2013
STESTERIS plc	$12.3M	1.31%	0.05%	+0.5%	Q2 2016
XYLXylem Inc.	$11M	1.17%	0.03%	+0.3%	Q1 2020
GOOGAlphabet Inc.	$10.5M	1.11%	Not reported	-4.3%	Q4 2015
ADBEAdobe Inc.	$10.4M	1.10%	0.01%	+5.1%	Q4 2017
IQVIqvia Holdings Inc.	$10.3M	1.09%	0.03%	+0.3%	Q2 2019
VRSKVerisk Analytics, Inc.	$10.1M	1.08%	0.03%	+10.6%	Q1 2016
METAMeta Platforms, Inc.	$9.51M	1.01%	Not reported	-1.1%	Q2 2013
EQIXEquinix Inc	$9.32M	0.99%	0.01%	-1.1%	Q3 2017
AMTAmerican Tower Corp	$9.02M	0.96%	0.01%	-5.4%	Q2 2013
SNPSSynopsys Inc	$9M	0.96%	0.01%	-11.7%	Q2 2023
IDXXIdexx Laboratories Inc	$8.89M	0.94%	0.02%	Not reported	Q2 2019
SYKStryker Corp	$8.22M	0.87%	0.01%	+8.3%	Q2 2013
ECLEcolab Inc.	$8.09M	0.86%	0.01%	-0.7%	Q2 2016
ETNEaton Corp plc	$7.57M	0.80%	0.01%	+8.2%	Q2 2014
MSCIMSCI Inc.	$7.17M	0.76%	0.02%	-0.3%	Q1 2020
CEGConstellation Energy Corp	$6.82M	0.72%	0.01%	0.0%	Q1 2022
MDLZMondelez International, Inc.	$6.36M	0.68%	0.01%	-5.9%	Q3 2015
CBChubb Ltd	$5.52M	0.59%	0.00%	+0.9%	Q3 2014
AWKAmerican Water Works Company, Inc.	$5.45M	0.58%	0.02%	+24.6%	Q2 2025
PEPPepsico Inc	$4.82M	0.51%	0.00%	+2.8%	Q2 2013
FTVFortive Corp	$4.64M	0.49%	0.03%	-29.0%	Q3 2016
WCNWaste Connections, Inc.	$4.63M	0.49%	0.01%	+24.3%	Q2 2019
EXCExelon Corp	$4.23M	0.45%	0.01%	+1.9%	Q2 2014
ODFLOld Dominion Freight Line, Inc.	$4.18M	0.44%	0.01%	+3.9%	Q1 2021
ABTAbbott Laboratories	$4.01M	0.43%	0.00%	-0.5%	Q2 2013
BRBroadridge Financial Solutions, Inc.	$3.62M	0.38%	0.01%	-0.9%	Q2 2016
SPYSPDR S&P 500 ETF Trust	$3.61M	0.38%	Not reported	-1.9%	Q2 2013

Q3 2025Reported Oct 29, 2025128 positions
AAPLApple Inc.	$59.1M	6.38%	0.00%	-1.4%	Q2 2013
GOOGLAlphabet Inc.	$55M	5.94%	0.00%	-3.1%	Q4 2015
AMZNAmazon Com Inc	$54.2M	5.86%	0.00%	-2.4%	Q2 2013
AVGOBroadcom Inc.	$44.5M	4.81%	0.00%	-1.8%	Q1 2016
MSFTMicrosoft Corp	$29.9M	3.23%	0.00%	-2.3%	Q2 2013
VVisa Inc.	$24.8M	2.68%	0.00%	-3.8%	Q2 2013
JPMJPMorgan Chase & Co	$22.9M	2.48%	0.00%	-4.9%	Q2 2013
COSTCostco Wholesale Corp	$22.7M	2.45%	0.01%	-2.5%	Q2 2013
ORLYO Reilly Automotive Inc	$22M	2.38%	0.02%	-3.5%	Q2 2013
PANWPalo Alto Networks Inc	$19.8M	2.14%	0.01%	-0.2%	Q2 2014
ABBVAbbVie Inc.	$18.5M	2.00%	0.00%	-3.4%	Q2 2013
NOWServiceNow, Inc.	$18.2M	1.97%	0.01%	+1.3%	Q2 2020
INTUIntuit Inc.	$15.4M	1.66%	0.01%	-2.6%	Q2 2013
QCOMQualcomm Inc	$14.3M	1.54%	0.01%	+0.4%	Q2 2013
CRMSalesforce, Inc.	$14.1M	1.53%	0.01%	+0.4%	Q3 2015
DHRDanaher Corp	$13.7M	1.49%	0.01%	-4.0%	Q2 2013
NEENextera Energy Inc	$13.6M	1.47%	0.01%	-2.9%	Q2 2013
XOMExxonMobil Holdings Corp	$12.9M	1.39%	0.00%	-2.3%	Q2 2013
BRK.BBerkshire Hathaway Inc	$12.6M	1.36%	Not reported	-2.2%	Q2 2013
NVDANvidia Corp	$12.1M	1.31%	0.00%	+10.9%	Q2 2021
MRKMerck & Co., Inc.	$12M	1.30%	0.01%	-1.9%	Q2 2013
STESTERIS plc	$11.9M	1.29%	0.05%	-2.4%	Q2 2016
XYLXylem Inc.	$11.9M	1.29%	0.03%	-0.6%	Q1 2020
SNPSSynopsys Inc	$10.7M	1.16%	0.01%	+10.7%	Q2 2023
METAMeta Platforms, Inc.	$10.7M	1.16%	Not reported	-1.9%	Q2 2013
AMTAmerican Tower Corp	$10.4M	1.13%	0.01%	-3.0%	Q2 2013
VRSKVerisk Analytics, Inc.	$10.3M	1.11%	0.03%	-3.2%	Q1 2016
SPGIS&P Global Inc.	$10.2M	1.11%	0.01%	-2.6%	Q1 2022
ADBEAdobe Inc.	$9.93M	1.07%	0.01%	+14.9%	Q4 2017
EQIXEquinix Inc	$9.63M	1.04%	0.01%	+6.7%	Q3 2017
LLYELI LILLY & Co	$9.24M	1.00%	0.00%	+1693.6%	Q4 2021
IQVIqvia Holdings Inc.	$8.66M	0.94%	0.03%	+3.4%	Q2 2019
ECLEcolab Inc.	$8.5M	0.92%	0.01%	-4.7%	Q2 2016
GOOGAlphabet Inc.	$8.49M	0.92%	Not reported	-3.3%	Q4 2015
IDXXIdexx Laboratories Inc	$8.39M	0.91%	0.02%	-1.3%	Q2 2019
ETNEaton Corp plc	$8.22M	0.89%	0.01%	+31.7%	Q2 2014
SYKStryker Corp	$7.98M	0.86%	0.01%	-3.5%	Q2 2013
MDLZMondelez International, Inc.	$7.85M	0.85%	0.01%	+0.9%	Q3 2015
MSCIMSCI Inc.	$7.11M	0.77%	0.02%	+0.8%	Q1 2020
FISVFiserv Inc	$6.82M	0.74%	0.01%	+12.6%	Q1 2020
CEGConstellation Energy Corp	$6.35M	0.69%	0.01%	+6.2%	Q1 2022
FTVFortive Corp	$5.8M	0.63%	0.04%	-2.0%	Q3 2016
CBChubb Ltd	$4.95M	0.53%	0.00%	-1.5%	Q3 2014
AWKAmerican Water Works Company, Inc.	$4.66M	0.50%	0.02%	+56.6%	Q2 2025
PEPPepsico Inc	$4.59M	0.50%	0.00%	+7.7%	Q2 2013
ABTAbbott Laboratories	$4.31M	0.47%	0.00%	-2.6%	Q2 2013
EXCExelon Corp	$4.28M	0.46%	0.01%	-2.6%	Q2 2014
BRBroadridge Financial Solutions, Inc.	$3.9M	0.42%	0.01%	-3.4%	Q2 2016
WCNWaste Connections, Inc.	$3.74M	0.40%	0.01%	+13.8%	Q2 2019
ODFLOld Dominion Freight Line, Inc.	$3.62M	0.39%	0.01%	-1.5%	Q1 2021

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