MIDDLETON & CO INC/MA - Portfolio overview

MIDDLETON & CO INC/MA has 174 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. GOOGL - Alphabet Inc Cap Stock Cl A, 6.74%
2. AAPL - Apple Inc, 6.41%
3. AMZN - Amazon.com Inc, 5.76%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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