MIDDLETON & CO INC/MA
•CIK: 919497•Filing: Q4 2025
**MIDDLETON & CO INC/MA** manages $942M across a diversified portfolio of 163 positions. The fund maintains significant exposure to mega-cap technology and growth leaders, notably holding GOOGL at $69.4M and AAPL at $61.8M. Core allocations also include AMZN ($56.9M), AVGO ($44.8M), and IVV ($32.8M), signaling a focus on established market leaders and technology infrastructure. This concentrated approach underscores a conviction in high-quality, large-cap secular growth trends.
Total AUM
$941.8M
QoQ Performance
+1.8%
Positions
163
Top 10 Concentration
40.5%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
AAPL
AMZN
GOOGL7.4%
AAPL6.6%
AMZN6.0%
AVGO4.8%
IVV3.5%
MSFT3.0%
V2.6%
JPM2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other32.0%
Technology31.7%
Consumer9.1%
Financial7.8%
Healthcare7.7%
ETF3.9%
Real Estate2.0%
Energy1.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑36 increased
↓75 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023