Middleton & CO Inc Reduced Holdings in Q3 2025

Middleton & CO Inc

  • $911 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VRSK
Verisk Analytics, Inc.

Industrials
-1.36K
- 3.22%
$242.3 - $312.95 $330K - $426K
40.9K $10.3M
INTU
Intuit Inc

Technology
-611
- 2.64%
$646.03 - $807.39 $395K - $493K
22.5K $15.4M
COST
Costco Wholesale Corp

Consumer Defensive
-636
- 2.53%
$915.95 - $994.57 $583K - $633K
24.5K $22.7M
V
Visa Inc.

Financial Services
-2.85K
- 3.79%
$332.09 - $358.86 $947K - $1.02M
72.5K $24.8M
AMT
American Tower Corp

Real Estate
-1.65K
- 2.96%
$192.32 - $232.35 $318K - $384K
54.3K $10.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-6.07K
- 2.4%
$211.65 - $238.24 $1.28M - $1.45M
247K $54.2M
RNR
Renaissancere Holdings LTD

Financial Services
-5.21K
- 38.65%
$231.95 - $253.93 $1.21M - $1.32M
8.28K $2.1M
SPGI
S&P Global Inc.

Financial Services
-554
- 2.57%
$484.94 - $564.15 $269K - $313K
21K $10.2M
SYK
Stryker Corp

Healthcare
-777
- 3.48%
$368.57 - $403.53 $286K - $314K
21.6K $7.98M
SBUX
Starbucks Corp

Consumer Cyclical
-6.32K
- 31.22%
$81.9 - $96.86 $517K - $612K
13.9K $1.18M
ROP
Roper Technologies Inc

Industrials
-145
- 2.16%
$495.03 - $573.0 $71.8K - $83.1K
6.57K $3.28M
DHR
Danaher Corp

Healthcare
-2.89K
- 4.0%
$181.46 - $212.2 $524K - $613K
69.3K $13.7M
FTV
Fortive Corp

Technology
-2.36K
- 1.96%
$46.55 - $53.34 $110K - $126K
118K $5.8M
MNST
Monster Beverage Corp

Consumer Defensive
-8.26K
- 30.86%
$58.65 - $67.31 $485K - $556K
18.5K $1.25M
WSO
Watsco Inc

Industrials
-190
- 2.43%
$381.94 - $489.97 $72.6K - $93.1K
7.63K $3.08M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.42K
- 6.41%
$78.96 - $80.04 $349K - $354K
64.5K $5.16M
EOG
Eog Resources Inc

Energy
-1.67K
- 14.25%
$112.12 - $126.1 $187K - $210K
10K $1.12M
ECL
Ecolab Inc.

Basic Materials
-1.52K
- 4.67%
$259.39 - $285.47 $395K - $434K
31K $8.5M
META
Meta Platforms, Inc.

Communication Services
-274
- 1.85%
$695.21 - $791.73 $190K - $217K
14.6K $10.7M
NKE
Nike, Inc.

Consumer Cyclical
-3.1K
- 31.68%
$69.24 - $79.24 $214K - $245K
6.68K $465K
PSA
Public Storage

Real Estate
-701
- 16.11%
$271.94 - $298.09 $191K - $209K
3.65K $1.05M
BR
Broadridge Financial Solutions, Inc.

Technology
-575
- 3.39%
$233.75 - $266.89 $134K - $153K
16.4K $3.9M
CB
Chubb LTD

Financial Services
-269
- 1.51%
$265.99 - $289.59 $71.6K - $77.9K
17.5K $4.95M
DIS
Walt Disney CO

Communication Services
-691
- 5.66%
$112.25 - $124.0 $77.6K - $85.7K
11.5K $1.32M
ADP
Automatic Data Processing Inc

Industrials
-365
- 7.23%
$288.69 - $310.94 $105K - $113K
4.68K $1.37M
ABT
Abbott Laboratories

Healthcare
-843
- 2.55%
$120.51 - $136.62 $102K - $115K
32.2K $4.31M
ZTS
Zoetis Inc.

Healthcare
-325
- 2.41%
$141.13 - $159.19 $45.9K - $51.7K
13.2K $1.93M
APD
Air Products & Chemicals, Inc.

Basic Materials
-540
- 18.38%
$265.78 - $299.3 $144K - $162K
2.4K $653K
AVY
Avery Dennison Corp

Industrials
-575
- 10.58%
$158.71 - $184.63 $91.3K - $106K
4.86K $788K
PAYX
Paychex Inc

Industrials
-400
- 6.74%
$126.69 - $147.99 $50.7K - $59.2K
5.54K $701K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-6.7K
- 4.33%
$41.43 - $44.2 $278K - $296K
148K $6.54M
PANW
Palo Alto Networks Inc

Technology
-168
- 0.17%
$167.06 - $208.19 $28.1K - $35K
97.2K $19.8M
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.28K
- 4.06%
$50.23 - $50.48 $114K - $115K
53.8K $2.7M
ISRG
Intuitive Surgical Inc

Healthcare
-11
- 1.4%
$433.66 - $544.47 $4.77K - $5.99K
772 $345K
ROL
Rollins Inc

Consumer Cyclical
-2.92K
- 6.6%
$55.05 - $58.74 $161K - $172K
41.3K $2.43M
IEF
Ishares Barclays

ETFs
-1.6K
- 1.19%
$93.91 - $97.26 $150K - $155K
133K $12.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.51K
- 5.94%
$92.26 - $97.51 $139K - $147K
23.9K $2.31M
BAC
Bank Of America Corp

Financial Services
-750
- 9.97%
$44.92 - $52.42 $33.7K - $39.3K
6.77K $349K
LOW
Lowes Companies Inc

Consumer Cyclical
-1.05K
- 11.74%
$215.01 - $273.02 $225K - $285K
7.86K $1.97M
Aptiv PLC
-3.68K
- 11.21%
N/A
29.1K $0
Blackrock Inc
-5
- 0.43%
N/A
1.15K $0
GXO
Gxo Logistics, Inc.

Industrials
-350
- 8.16%
$48.07 - $54.59 $16.8K - $19.1K
3.94K $208K
Pgim Aaa Clo ETF
-1.38K
- 1.64%
N/A
82.6K $0
Ralliant Corp
-8.85K
- 21.98%
N/A
31.4K $0
ARRY
Array Technologies, Inc.

Technology
-6K
- 25.81%
$5.48 - $9.56 $32.9K - $57.4K
17.3K $140K
CVS
Cvs Health Corp

Healthcare
-200
- 6.45%
$58.75 - $76.5 $11.8K - $15.3K
2.9K $218K
AXP
American Express CO

Financial Services
-25
- 2.17%
$294.27 - $342.31 $7.36K - $8.56K
1.13K $373K
PH
Parker Hannifin Corp

Industrials
-30
- 4.92%
$697.13 - $769.67 $20.9K - $23.1K
580 $439K
IGM
Ishares Expanded Tech Sector E

ETFs
-100
- 4.76%
$110.96 - $127.67 $11.1K - $12.8K
2K $251K
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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