StockDriftsStockDriftsTop 50 Middleton & Co Inc/Ma Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc Cap Stock Cl A | 6.81% | 207.8K | $59.7M | -6.27%(-13.91K) | $33.46(+975.78%) | 2026-03-31 | |
| AAPL | Apple Inc | 6.49% | 224.1K | $56.9M | -1.47%(-3.34K) | $20.41(+1412.40%) | 2026-03-31 | |
| AMZN | Amazon.com Inc | 5.83% | 245.3K | $51.1M | -0.55%(-1.36K) | $22.92(+958.71%) | 2026-03-31 | |
| AVGO | Broadcom Inc Com | 4.54% | 128.6K | $39.8M | -0.53%(-679) | $52.26(+589.68%) | 2026-03-31 | |
| IVV | iShares Tr S&P 500 Index | 3.61% | 48.5K | $31.7M | +1.27%(+607) | $317.52(+135.71%) | 2026-03-31 | |
| COST | Costco Wholesale Corp | 2.79% | 24.5K | $24.4M | -0.60%(-149) | $96.86(+882.51%) | 2026-03-31 | |
| V | VISA INC COM CL | 2.44% | 70.7K | $21.4M | -0.60%(-426) | $24.68(+1367.58%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 2.41% | 57.1K | $21.2M | -0.91%(-522) | $110.98(+251.86%) | 2026-03-31 | |
| JPM | JPMorgan Chase & Co | 2.4% | 71.6K | $21.1M | -1.35%(-977) | $79.35(+321.53%) | 2026-03-31 | |
| XOM | Exxon Mobil Corp | 2.24% | 115.8K | $19.7M | +1.25%(+1.43K) | $88.60(+54.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.72% | +54.96% |
| Top 20 Holdings Unweighted | +13.45% | +46.01% |
Sign up free to track Middleton & Co Inc/Ma, compare funds side by side, and get alerts the moment positions change.