13F Insight
DOSSIER · 13F-HR · Q2 2026

MIDDLETON & CO INC/MA

$942M in tracked AUM across 170 positions as of Q2 2026.

M&
CIK 0000919497 · last filed Jun 30, 2026
Total AUM
$942M
as of Q2 2026
Holdings
170
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MIDDLETON & CO INC/MA filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOGL
Alphabet Inc Cap Stock Cl A
$70M196K7.4%02
AAPL
Apple Inc
$64M220K6.8%03
AMZN
Amazon.com Inc
$57M240K6.1%04
AVGO
Broadcom Inc Com
$46M121K4.9%05
IVV
iShares Tr S&P 500 Index
$36M48K3.8%06
PANW
Palo Alto Networks Inc
$31M92K3.3%07
V
VISA INC COM CL
$24M69K2.5%08
JPM
JPMorgan Chase & Co
$22M68K2.4%09
COST
Costco Wholesale Corp
$22M24K2.4%10
MSFT
Microsoft Corp
$21M56K2.2%

Filing history

2026Q2Jun 30
$942M▲ 7.4%
170 positionsView →2026Q1Mar 31
$877M▼ 6.9%
164 positionsView →2025Q4Dec 31
$942M▲ 1.8%
163 positionsView →2025Q3Sep 30
$925M▲ 3.9%
166 positionsView →2025Q2Jun 30
$890M▲ 4.0%
161 positionsLocked2025Q1Mar 31
$856M▼ 5.4%
156 positionsLocked2024Q4Dec 31
$905M▲ 0.0%
158 positionsLocked2024Q3Sep 30
$905M▲ 5.1%
166 positionsLocked2024Q2Jun 30
$861M▼ 0.7%
164 positionsLocked2024Q1Mar 31
$867M▲ 8.2%
167 positionsLocked2023Q4Dec 31
$802M▲ 10.8%
157 positionsLocked2023Q3Sep 30
$724M▼ 4.0%
147 positionsLocked
Showing 12 of 75