Middleton & CO Inc Portfolio Holdings
Middleton & CO Inc
- $875 Million
- Q2 2025
Middleton & CO Inc has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $875 Million distributed in 161 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $55.5M, Apple Inc. with a value of $48.3M, Alphabet Inc. with a value of $41.1M, Broadcom Inc. with a value of $37.9M, and Ishares Core S&P 500 ETF with a value of $31.2M.
Examining the 13F form we can see an increase of $33.6M in the current position value, from $841M to 875M.
Below you can find more details about Middleton & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$875 Million
Technology: $252 Million
ETFs: $110 Million
Healthcare: $97.6 Million
Financial Services: $95.8 Million
Consumer Cyclical: $85.4 Million
Communication Services: $60.2 Million
Industrials: $54.4 Million
Consumer Defensive: $44.1 Million
Other: $75.1 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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