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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MKC Mccormick & Co Inc Consumer Defensive 23,675.0 $1.6M 0.17% NEW $68.11 -30.2%
2 WFC Wells Fargo & Co Financial Services 2,310.0 $215K 0.02% NEW $93.20 -16.8%

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%