Middleton & CO Inc Purchases in Q3 2025

Middleton & CO Inc

  • $911 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
11.4K
+ 1693.63%
$625.65 - $812.69 $7.15M - $9.29M
12.1K $9.24M
NVDA
Nvidia Corp

Technology
6.37K
+ 10.9%
$153.3 - $186.58 $977K - $1.19M
64.9K $12.1M
ETN
Eaton Corp PLC

Industrials
5.29K
+ 31.7%
$342.99 - $392.76 $1.81M - $2.08M
22K $8.22M
IQV
Iqvia Holdings Inc.

Healthcare
1.49K
+ 3.37%
$157.68 - $200.82 $234K - $299K
45.6K $8.66M
AWK
American Water Works Company, Inc.

Utilities
12.1K
+ 56.62%
$135.05 - $147.0 $1.64M - $1.78M
33.5K $4.66M
FISV
Fiserv Inc

Technology
5.91K
+ 12.58%
N/A
52.9K $6.62M
QCOM
Qualcomm Inc

Technology
361
+ 0.42%
$145.84 - $173.55 $52.6K - $62.7K
85.9K $14.3M
SNPS
Synopsys Inc

Technology
2.09K
+ 10.65%
$387.78 - $645.35 $810K - $1.35M
21.7K $10.7M
PEP
Pepsico Inc

Consumer Defensive
2.33K
+ 7.69%
$133.81 - $152.16 $312K - $355K
32.7K $4.59M
CEG
Constellation Energy Corp

Utilities
1.12K
+ 6.17%
$298.82 - $354.89 $335K - $398K
19.3K $6.35M
ADBE
Adobe Inc.

Technology
3.64K
+ 14.86%
$333.65 - $392.1 $1.21M - $1.43M
28.1K $9.93M
KR
Kroger CO

Consumer Defensive
7.24K
+ 35.63%
$64.52 - $74.35 $467K - $538K
27.6K $1.86M
AZO
Autozone Inc

Consumer Cyclical
79
New
$3649.42 - $4354.54 $288K - $344K
79 $338K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.64K
New
$196.15 - $217.83 $321K - $356K
1.64K $329K
SPY
Spdr S&P 500 ETF Trust

ETFs
48
+ 0.9%
$617.65 - $666.84 $29.6K - $32K
5.4K $3.6M
WCN
Waste Connections, Inc.

Industrials
2.58K
+ 13.79%
$171.32 - $191.84 $441K - $494K
21.3K $3.74M
EW
Edwards Lifesciences Corp

Healthcare
3.07K
New
$73.75 - $81.83 $227K - $251K
3.07K $238K
CAT
Caterpillar Inc

Industrials
490
New
$390.92 - $477.15 $192K - $234K
490 $233K
TJX
Tjx Companies Inc

Consumer Cyclical
1.54K
New
$121.35 - $144.54 $186K - $222K
1.54K $222K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.24K
New
$87.29 - $93.61 $195K - $209K
2.24K $208K
NYF
Ishares New York Muni Bond ETF

ETFs
3.8K
New
$51.6 - $53.44 $196K - $203K
3.8K $202K
MA
Mastercard Inc

Financial Services
310
+ 8.22%
$550.18 - $598.96 $171K - $186K
4.08K $2.32M
UBER
Uber Technologies, Inc

Technology
1.95K
+ 89.84%
$86.91 - $99.57 $169K - $194K
4.11K $402K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.73K
+ 2.25%
$58.97 - $60.36 $161K - $164K
124K $7.44M
IVE
Ishares S&P 500 Value ETF

ETFs
375
+ 12.48%
$194.44 - $206.51 $72.9K - $77.4K
3.38K $698K
NXPI
Nxp Semiconductors N.V.

Technology
432
+ 42.52%
$205.16 - $239.07 $88.6K - $103K
1.45K $329K
VGSH
Vanguard

ETFs
440
+ 0.27%
$58.43 - $58.88 $25.7K - $25.9K
165K $9.7M
Arista Networks Inc
1.6K
New
N/A
1.6K $0
ISHG
Ishares Intl Treasury Bond ETF

ETFs
25
+ 0.18%
$73.76 - $76.98 $1.84K - $1.92K
13.7K $1.05M
MSCI
Msci Inc.

Financial Services
95
+ 0.76%
$526.48 - $588.0 $50K - $55.9K
12.5K $7.11M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.15K
+ 0.93%
$60.9 - $70.75 $70.2K - $81.5K
126K $7.85M
NOW
Service Now, Inc.

Technology
249
+ 1.27%
$850.86 - $1044.69 $212K - $260K
19.8K $18.2M
CRM
Salesforce, Inc.

Technology
232
+ 0.39%
$231.66 - $273.65 $53.7K - $63.5K
59.6K $14.1M
Activity Summary
Buys All Purchases 34 New Holdings 8 Increased Positions 26 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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