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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 6 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SBUX Starbucks Corp Consumer Cyclical 8,899.0 $749K 0.08% -5K -36.1% $84.21 +21.2%
102 IVE IShares S&P 500 Value ETF 3,400.0 $721K 0.08% +20.0 +0.6% $212.07 +7.5%
103 ORCL Oracle Corp Technology 3,300.0 $643K 0.07% -110.0 -3.2% $194.91 -2.0%
104 IBB Ishares Biotechnology ETF 3,600.0 $608K 0.07% $168.77 +0.7%
105 PAYX Paychex Inc Industrials 5,410.0 $607K 0.06% -125.0 -2.3% $112.18 -15.8%
106 UBER Uber Technologies Inc Technology 7,110.0 $581K 0.06% +3K +73.0% $81.71 -13.4%
107 APD Air Prods & Chems Inc Basic Materials 2,348.0 $580K 0.06% -50.0 -2.1% $247.02 +15.7%
108 FISV Fiserv Inc Technology 8,378.0 $563K 0.06% -45K -84.2% $67.17 -17.2%
109 CGW Invesco S&P Global Water Index 8,418.0 $530K 0.06% $63.01 -0.2%
110 IBM International Business Machine Technology 1,777.0 $526K 0.06% $296.21 -13.8%
111 IWP Ishares Russell Mid Cap Growth 3,819.0 $523K 0.06% $136.94 +2.7%
112 VLTO Veralto Corp Industrials 4,988.0 $498K 0.05% -168.0 -3.3% $99.78 -15.4%
113 PH Parker Hannifin Corp Industrials 550.0 $483K 0.05% -30.0 -5.2% $878.96 -2.5%
114 MTD Mettler Toledo International Healthcare 345.0 $481K 0.05% $1394.19 -21.5%
115 VTEB Vanguard Tax-Exempt Bond ETF 9,100.0 $458K 0.05% -22K -70.7% $50.29 -0.2%
116 MRSH Marsh Com Financial Services 2,443.0 $453K 0.05% +808.0 +49.4% $185.52 -13.4%
117 VB Vanguard Index Funds Small Cap 1,730.0 $446K 0.05% $257.95 +13.4%
118 GLD SPDR Gold Trust Gold Financial Services 1,112.0 $441K 0.05% $396.31 +3.1%
119 ISRG Intuitive Surgical Inc Healthcare 772.0 $437K 0.05% $566.36 -26.1%
120 QQQ Invesco Qqq Tr Financial Services 710.0 $436K 0.05% $614.31 +18.7%
Page 6 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%