Middleton & CO Inc Reduced Holdings in Q2 2025

Middleton & CO Inc

  • $875 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-16.4K
- 6.53%
$172.42 - $223.89 $2.83M - $3.68M
235K $48.3M
UNH
Unitedhealth Group Inc

Healthcare
-261
- 0.97%
$274.35 - $599.47 $71.6K - $156K
26.7K $8.34M
FTV
Fortive Corp

Technology
-5.39K
- 4.27%
$52.13 - $74.29 $281K - $401K
121K $6.3M
ABBV
Abb Vie Inc.

Healthcare
-3.67K
- 4.23%
$170.16 - $206.27 $624K - $756K
82.9K $15.4M
XOM
Exxon Mobil Corp

Energy
-5.74K
- 4.68%
$99.93 - $119.04 $574K - $683K
117K $12.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-198
- 0.77%
$483.48 - $539.8 $95.7K - $107K
25.6K $12.4M
IQV
Iqvia Holdings Inc.

Healthcare
-2.03K
- 4.4%
$137.0 - $174.37 $278K - $354K
44.1K $6.95M
DHR
Danaher Corp

Healthcare
-2.45K
- 3.28%
$174.64 - $205.16 $428K - $503K
72.2K $14.3M
NEE
Nextera Energy Inc

Utilities
-8.68K
- 4.47%
$64.11 - $75.0 $557K - $651K
186K $12.9M
V
Visa Inc.

Financial Services
-3.49K
- 4.43%
$308.27 - $373.31 $1.08M - $1.3M
75.4K $26.8M
CVX
Chevron Corp

Energy
-2.24K
- 12.47%
$133.73 - $168.51 $300K - $377K
15.7K $2.25M
ROP
Roper Technologies Inc

Industrials
-880
- 11.58%
$519.19 - $590.78 $457K - $520K
6.72K $3.81M
WSO
Watsco Inc

Industrials
-165
- 2.07%
$421.84 - $520.66 $69.6K - $85.9K
7.82K $3.45M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-69
- 1.31%
$390.26 - $489.06 $26.9K - $33.7K
5.18K $2.1M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.27K
- 12.44%
$210.83 - $235.28 $267K - $298K
8.9K $1.98M
PG
Procter & Gamble CO

Consumer Defensive
-1.45K
- 10.14%
$157.66 - $172.39 $229K - $250K
12.9K $2.05M
EQIX
Equinix Inc

Real Estate
-88
- 0.76%
$740.07 - $914.43 $65.1K - $80.5K
11.5K $9.16M
BR
Broadridge Financial Solutions, Inc.

Technology
-1.26K
- 6.9%
$217.22 - $246.25 $273K - $309K
16.9K $4.12M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.17K
- 5.7%
$77.94 - $79.5 $325K - $331K
68.9K $5.48M
PSA
Public Storage

Real Estate
-825
- 15.94%
$266.31 - $309.77 $220K - $256K
4.35K $1.28M
CB
Chubb LTD

Financial Services
-155
- 0.86%
$274.32 - $302.46 $42.5K - $46.9K
17.8K $5.16M
HD
Home Depot, Inc.

Consumer Cyclical
-585
- 6.19%
$335.24 - $380.78 $196K - $223K
8.87K $3.25M
IEF
Ishares Barclays

ETFs
-2.73K
- 1.99%
$93.15 - $96.56 $254K - $264K
135K $12.9M
KO
Coca Cola CO

Consumer Defensive
-2.6K
- 32.81%
$68.37 - $73.9 $178K - $192K
5.33K $376K
NKE
Nike, Inc.

Consumer Cyclical
-4.03K
- 29.21%
$53.27 - $72.04 $215K - $291K
9.77K $694K
AMT
American Tower Corp

Real Estate
-1.7K
- 2.95%
$203.96 - $228.19 $347K - $388K
56K $12.4M
JNJ
Johnson & Johnson

Healthcare
-136
- 1.26%
$146.36 - $159.82 $19.9K - $21.7K
10.7K $1.63M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-400
- 1.51%
$146.74 - $176.07 $58.7K - $70.4K
26.1K $4.23M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.35K
- 1.07%
$63.54 - $68.5 $85.8K - $92.5K
124K $8.39M
IWM
Ishares Russell 2000 ETF

ETFs
-1.1K
- 18.47%
$174.82 - $215.79 $192K - $237K
4.86K $1.05M
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.75K
- 4.68%
$50.28 - $50.47 $138K - $139K
56.1K $2.82M
COST
Costco Wholesale Corp

Consumer Defensive
-1.29K
- 4.87%
$908.13 - $1056.85 $1.17M - $1.36M
25.1K $24.9M
EOG
Eog Resources Inc

Energy
-25
- 0.21%
$104.61 - $129.97 $2.62K - $3.25K
11.7K $1.4M
AMGN
Amgen Inc

Healthcare
-200
- 15.67%
$262.28 - $309.85 $52.5K - $62K
1.08K $300K
APD
Air Products & Chemicals, Inc.

Basic Materials
-140
- 4.55%
$248.61 - $294.96 $34.8K - $41.3K
2.94K $828K
SPGI
S&P Global Inc.

Financial Services
-966
- 4.28%
$438.31 - $527.29 $423K - $509K
21.6K $11.4M
UNP
Union Pacific Corp

Industrials
-150
- 2.49%
$208.27 - $238.46 $31.2K - $35.8K
5.88K $1.35M
RNR
Renaissancere Holdings LTD

Financial Services
-425
- 3.05%
$220.37 - $253.95 $93.7K - $108K
13.5K $3.28M
AVY
Avery Dennison Corp

Industrials
-265
- 4.65%
$159.58 - $183.97 $42.3K - $48.8K
5.44K $953K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1K
- 19.23%
$50.52 - $50.92 $50.5K - $50.9K
4.2K $213K
AVUV
American Centy ETF Tr Avantis

ETFs
-1.05K
- 8.8%
$75.17 - $91.21 $78.9K - $95.8K
10.9K $991K
NOC
Northrop Grumman Corp

Industrials
-50
- 2.95%
$456.3 - $540.39 $22.8K - $27K
1.65K $822K
VCIT
Vanguard Intermediate Term Cor

ETFs
-500
- 14.81%
$79.56 - $82.92 $39.8K - $41.5K
2.88K $238K
GXO
Gxo Logistics, Inc.

Industrials
-1.94K
- 31.14%
$31.53 - $49.1 $61.2K - $95.3K
4.29K $208K
MCD
Mcdonalds Corp

Consumer Cyclical
-50
- 6.28%
$285.55 - $321.23 $14.3K - $16.1K
746 $217K
CVS
Cvs Health Corp

Healthcare
-400
- 11.43%
$60.04 - $70.18 $24K - $28.1K
3.1K $213K
ROL
Rollins Inc

Consumer Cyclical
-2.15K
- 4.64%
$50.65 - $58.58 $109K - $126K
44.2K $2.49M
ADP
Automatic Data Processing Inc

Industrials
-85
- 1.66%
$276.76 - $326.81 $23.5K - $27.8K
5.05K $1.56M
ARRY
Array Technologies, Inc.

Technology
-7.02K
- 23.19%
$3.98 - $8.44 $27.9K - $59.2K
23.3K $137K
Activity Summary
Buys All Purchases 35 New Holdings 12 Increased Positions 23 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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