Middleton & CO Inc Portfolio Holdings
Middleton & CO Inc
- $898 Million
- Q3 2024
Middleton & CO Inc has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $898 Million distributed in 166 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $60.6M, Amazon Com Inc with a value of $49.9M, Alphabet Inc. with a value of $39.8M, Ishares Core S&P 500 ETF with a value of $30.3M, and Broadcom Inc. with a value of $26.2M.
Examining the 13F form we can see an increase of $40.1M in the current position value, from $858M to 898M.
Below you can find more details about Middleton & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$898 Million
Technology: $243 Million
Healthcare: $124 Million
ETFs: $101 Million
Financial Services: $95.8 Million
Consumer Cyclical: $89 Million
Communication Services: $59.7 Million
Industrials: $51.8 Million
Consumer Defensive: $50.6 Million
Other: $83.5 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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