StockDriftsStockDriftsTop 50 Middleton & CO INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc Cap Stock Cl A | 7.43% | 195.9K | $70.0M | -5.72%(-11.88K) | $33.46(+930.36%) | 2026-06-30 | |
| AAPL | Apple Inc | 6.77% | 220.3K | $63.7M | -1.69%(-3.79K) | $20.41(+1396.48%) | 2026-06-30 | |
| AMZN | Amazon.com Inc | 6.07% | 239.9K | $57.2M | -2.20%(-5.41K) | $22.92(+1045.38%) | 2026-06-30 | |
| AVGO | Broadcom Inc Com | 4.86% | 121.2K | $45.8M | -5.80%(-7.46K) | $52.26(+653.40%) | 2026-06-30 | |
| IVV | iShares Tr S&P 500 Index | 3.84% | 48.3K | $36.2M | -0.33%(-158) | $317.52(+145.32%) | 2026-06-30 | |
| PANW | Palo Alto Networks Inc | 3.32% | 91.7K | $31.3M | -9.48%(-9.60K) | $70.89(+433.51%) | 2026-06-30 | |
| V | VISA INC COM CL | 2.53% | 69.4K | $23.8M | -1.77%(-1.25K) | $24.68(+1366.84%) | 2026-06-30 | |
| JPM | JPMorgan Chase & Co | 2.38% | 68.4K | $22.4M | -4.41%(-3.16K) | $79.35(+359.66%) | 2026-06-30 | |
| COST | Costco Wholesale Corp | 2.37% | 23.8K | $22.3M | -2.80%(-687) | $96.86(+884.76%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 2.24% | 56.4K | $21.1M | -1.21%(-693) | $110.98(+337.98%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.86% | +67.93% | +8.80% | +52.46% |
| Top 20 Holdings Unweighted | +16.69% | +58.90% | +7.58% | +44.09% |
Middleton & CO INC reports $941.91M in US-listed equity holdings across 170 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (7.4%), AAPL (6.8%) and AMZN (6.1%). The top 20 holdings account for 58.09% of reported assets. Its disclosed equity book has returned +67.93% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Middleton & CO INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 919497). View Middleton & CO INC’s 13F filings on SEC