Institutional Fund
Middleton & Co Inc/Ma
Boston, MACIK 9194975 filings on record
Portfolio Value
$876.86M
Q1 2026
Holdings
164
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-6.9%
from $941.84M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc6.8%
- Apple Inc6.5%
- Amazon Com Inc5.8%
- Broadcom Inc4.5%
- Ishares Tr3.6%
- Costco Whsl Corp New2.8%
- Other69.9%
Portfolio Holdings
164 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 207.8K | $59.74M | 6.8% | −13.9K | Reduced |
| 2 | Apple Inc | 224.1K | $56.87M | 6.5% | −3.3K | Reduced |
| 3 | Amazon Com Inc | 245.3K | $51.10M | 5.8% | −1.4K | Reduced |
| 4 | Broadcom Inc | 128.6K | $39.82M | 4.5% | −679 | Reduced |
| 5 | Ishares Tr | 48.5K | $31.65M | 3.6% | +607 | Added |
| 6 | Costco Whsl Corp New | 24.5K | $24.43M | 2.8% | −149 | Reduced |
| 7 | Visa Inc | 70.7K | $21.36M | 2.4% | −426 | Reduced |
| 8 | Microsoft Corp | 57.1K | $21.15M | 2.4% | −522 | Reduced |
| 9 | Jpmorgan Chase & Co. | 71.6K | $21.06M | 2.4% | −977 | Reduced |
| 10 | Exxon Mobil Corp | 115.8K | $19.65M | 2.2% | +1.4K | Added |
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