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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Middleton & Company Inc
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| CRD # | 104549 |
| SEC # | 801-21247 |
| CIK # | 919497 |
| AUM | $801.1 MM (100% Disc, 98% US) |
| Employees | 17 (53% Investors, 0% Brokers) |
| Phone | 617-357-5101 |
| Address | 600 Atlantic Avenue 18th Floor Boston, MA 02210-2211 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AMZN | 820,610.0 | 28.2 | |
| AAPL | 843,560.0 | 20.3 | |
| V | 341,210.0 | 16.6 | |
| GOOGL | 819,810.0 | 16.1 | |
| DHR | 90,200.0 | 15.1 | |
| CRM | 120,600.0 | 13.7 | |
| ORLY | 28,710.0 | 13.2 | |
| MRK | 208,740.0 | 13.0 | |
| ABBV | 115,170.0 | 12.6 | |
| JPM | 341,670.0 | 12.5 | |
| View All | |||
| Holdings by Sector ($) |
|---|
| Type | Private Fund | Form D | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Denardo LLC | 2.8 | ||
| View All | ||||
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