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Portfolio (Quarterly) Guide ↗

MIDDLETON & CO INC/MA

· CIK 0000919497
13F Portfolio $925M AUM Filed Oct 29, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 166 New
Page 6 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ORCL Oracle Corp Technology 3,410.0 $959K 0.10% NEW $281.24 -29.5%
102 IVW Ishares S&P 500 Growth ETF 7,540.0 $910K 0.10% NEW $120.71 +14.6%
103 AVY Avery Dennison Corp Industrials 4,860.0 $788K 0.09% NEW $162.17 -1.9%
104 STIP Ishares 0-5 Year Tips Bond Etf 6,841.0 $707K 0.08% NEW $103.36 +0.2%
105 PAYX Paychex Inc Industrials 5,535.0 $702K 0.08% NEW $126.76 -24.7%
106 GLDM Spdr Gold Minishares Trust Financial Services 9,151.0 $700K 0.08% NEW $76.45 +14.6%
107 IVE IShares S&P 500 Value ETF 3,380.0 $698K 0.07% NEW $206.51 +10.2%
108 APD Air Prods & Chems Inc Basic Materials 2,398.0 $654K 0.07% NEW $272.72 +4.2%
109 VLTO Veralto Corp Industrials 5,156.0 $550K 0.06% NEW $106.61 -21.2%
110 URI United Rentals Inc Industrials 575.0 $549K 0.06% NEW $954.66 +1.7%
111 IWP Ishares Russell Mid Cap Growth 3,819.0 $544K 0.06% NEW $142.41 -1.3%
112 CGW Invesco S&P Global Water Index 8,418.0 $541K 0.06% NEW $64.24 -2.7%
113 IBB Ishares Biotechnology ETF 3,600.0 $520K 0.06% NEW $144.37 +17.6%
114 IBM International Business Machine Technology 1,777.0 $501K 0.05% NEW $282.16 -5.6%
115 ELV ELEVANCE HEALTH INC Healthcare 1,525.0 $493K 0.05% NEW $323.12 +20.7%
116 TIP Ishares TIPS Bond ETF 4,244.0 $472K 0.05% NEW $111.22 -0.2%
117 NKE Nike Inc Consumer Cyclical 6,678.0 $466K 0.05% NEW $69.73 -33.9%
118 VB Vanguard Index Funds Small Cap 1,730.0 $440K 0.05% NEW $254.28 +14.5%
119 PH Parker Hannifin Corp Industrials 580.0 $440K 0.05% NEW $758.15 +11.0%
120 CI The Cigna Group Com Healthcare 1,524.0 $439K 0.05% NEW $288.25 -0.3%
Page 6 of 9  ·  166 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 34.4%
Healthcare 12.1%
Consumer Cyclical 11.0%
Financial Services 10.9%
Communication Services 9.6%
Industrials 7.0%
Consumer Defensive 5.3%
Utilities 3.7%
Real Estate 2.8%
Energy 2.1%