Middleton & CO Inc has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $858 Million distributed in 164 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 $51.9M, Alphabet Inc. with a value of $43.8M, Ishares Core S&P 500 ETF with a value of $28.4M, and Microsoft Corp with a value of $26.9M.
Examining the 13F form we can see an decrease of $2.53M in the current position value, from $861M to 858M.
Below you can find more details about Middleton & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$858 Million
Technology: $238 Million
Healthcare: $113 Million
ETFs: $95.7 Million
Consumer Cyclical: $87.5 Million
Financial Services: $86.5 Million
Communication Services: $63.6 Million
Industrials: $50.8 Million
Consumer Defensive: $49.3 Million
Other: $73.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more