Middleton & CO Inc Reduced Holdings in Q3 2025

Middleton & CO Inc

  • $911 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XPO
Xpo Logistics, Inc.

Industrials
-15
- 0.2%
$118.79 - $138.31 $1.78K - $2.07K
7.45K $963K
AVUV
American Centy ETF Tr Avantis

ETFs
-650
- 5.97%
$90.37 - $102.12 $58.7K - $66.4K
10.2K $1.02M
UNP
Union Pacific Corp

Industrials
-25
- 0.43%
$214.91 - $237.16 $5.37K - $5.93K
5.85K $1.38M
EXC
Exelon Corp

Utilities
-2.53K
- 2.59%
$42.73 - $45.54 $108K - $115K
95.2K $4.28M
WMT
Walmart Inc.

Consumer Defensive
-5
- 0.05%
$94.4 - $104.27 $472 - $521
10K $1.04M
STE
Steris PLC

Healthcare
-1.18K
- 2.39%
$221.21 - $252.43 $262K - $299K
48.2K $11.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.91K
- 3.54%
$62.09 - $66.51 $181K - $194K
79.3K $5.17M
IVW
Ishares S&P 500 Growth ETF

ETFs
-35
- 0.46%
$108.97 - $121.65 $3.81K - $4.26K
7.54K $910K
URI
United Rentals, Inc.

Industrials
-25
- 4.17%
$774.14 - $975.23 $19.4K - $24.4K
575 $548K
ORCL
Oracle Corp

Technology
-470
- 12.11%
$218.96 - $328.33 $103K - $154K
3.41K $959K
CVX
Chevron Corp

Energy
-247
- 1.57%
$145.57 - $161.83 $36K - $40K
15.5K $2.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-554
- 2.16%
$459.11 - $506.91 $254K - $281K
25.1K $12.6M
NOC
Northrop Grumman Corp

Industrials
-15
- 0.91%
$498.9 - $609.32 $7.48K - $9.14K
1.63K $993K
HD
Home Depot, Inc.

Consumer Cyclical
-331
- 3.73%
$357.4 - $423.42 $118K - $140K
8.54K $3.46M
RTX
Raytheon Technologies Corp

Industrials
-175
- 1.46%
$144.19 - $167.33 $25.2K - $29.3K
11.8K $1.98M
XOM
Exxon Mobil Corp

Energy
-2.73K
- 2.33%
$105.83 - $117.22 $288K - $319K
114K $12.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.17K
- 6.32%
$620.67 - $670.08 $1.97M - $2.13M
47K $31.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5
- 0.07%
$420.11 - $472.68 $2.1K - $2.36K
7.28K $3.41M
JNJ
Johnson & Johnson

Healthcare
-110
- 1.03%
$155.17 - $185.42 $17.1K - $20.4K
10.5K $1.95M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-15
- 0.29%
$404.94 - $499.99 $6.07K - $7.5K
5.17K $2.51M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5
- 0.01%
$108.46 - $120.63 $542 - $603
43.7K $5.2M
MRK
Merck & Co., Inc.

Healthcare
-2.84K
- 1.94%
$77.6 - $87.37 $220K - $248K
143K $12M
MSFT
Microsoft Corp

Technology
-1.35K
- 2.28%
$491.09 - $535.64 $661K - $721K
57.8K $29.9M
NEE
Nextera Energy Inc

Utilities
-5.36K
- 2.89%
$69.77 - $77.54 $374K - $416K
180K $13.6M
JPM
Jpmorgan Chase & CO

Financial Services
-3.75K
- 4.91%
$282.78 - $316.06 $1.06M - $1.19M
72.7K $22.9M
IDXX
Idexx Laboratories Inc

Healthcare
-172
- 1.29%
$514.61 - $682.78 $88.5K - $117K
13.1K $8.39M
XYL
Xylem Inc.

Industrials
-487
- 0.6%
$129.67 - $147.5 $63.1K - $71.8K
80.9K $11.9M
GOOG
Alphabet Inc.

Communication Services
-1.18K
- 3.27%
$175.16 - $255.24 $207K - $301K
34.9K $8.49M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-7.42K
- 3.51%
$89.32 - $107.82 $662K - $799K
204K $22M
ABBV
Abb Vie Inc.

Healthcare
-2.8K
- 3.38%
$184.85 - $231.54 $518K - $649K
80.1K $18.5M
AVGO
Broadcom Inc.

Technology
-2.51K
- 1.83%
$264.74 - $369.57 $664K - $927K
135K $44.5M
AAPL
Apple Inc.

Technology
-3.39K
- 1.44%
$202.38 - $256.87 $686K - $871K
232K $59.1M
GOOGL
Alphabet Inc.

Communication Services
-7.26K
- 3.11%
$174.36 - $254.72 $1.27M - $1.85M
226K $55M
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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