Middleton & CO Inc Portfolio Holdings
Middleton & CO Inc
- $841 Million
- Q1 2025
Middleton & CO Inc has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $841 Million distributed in 156 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $55.9M, Amazon Com Inc with a value of $49.2M, Alphabet Inc. with a value of $36.3M, Ishares Core S&P 500 ETF with a value of $29.4M, and Visa Inc. with a value of $27.6M.
Examining the 13F form we can see an decrease of $50.9M in the current position value, from $892M to 841M.
Below you can find more details about Middleton & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$841 Million
Technology: $223 Million
Healthcare: $109 Million
ETFs: $103 Million
Financial Services: $99.8 Million
Consumer Cyclical: $83.6 Million
Communication Services: $52.8 Million
Industrials: $50.9 Million
Consumer Defensive: $43.6 Million
Other: $75 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 156
- Current Value $841 Million
- Prior Value $892 Million
- Filing
- Period Q1 2025
- Filing Date May 09, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 4 stocks
- Additional Purchases 19 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks