Middleton & CO Inc Portfolio Holdings
Middleton & CO Inc
- $892 Million
- Q4 2024
Middleton & CO Inc has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $892 Million distributed in 158 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $65.1M, Amazon Com Inc with a value of $58M, Alphabet Inc. with a value of $45.3M, Broadcom Inc. with a value of $35M, and Ishares Core S&P 500 ETF with a value of $31M.
Examining the 13F form we can see an decrease of $6.52M in the current position value, from $898M to 892M.
Below you can find more details about Middleton & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$892 Million
Technology: $261 Million
Healthcare: $109 Million
Financial Services: $98.9 Million
ETFs: $98.7 Million
Consumer Cyclical: $92.8 Million
Communication Services: $66.3 Million
Industrials: $48.3 Million
Consumer Defensive: $42.4 Million
Other: $74.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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