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| Middleton & Company Inc
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| CRD # | 104549 |
| SEC # | 801-21247 |
| CIK # | 0000919497, 0001614345 |
| AUM | 1,234.2 M (2026-05-04) |
| Employees | 16 (44% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-357-5101 |
| Address | 600 Atlantic Avenue 18th Floor Boston, MA 02210-2211 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 59.7 | ||
| Apple Inc | 56.9 | ||
| Amazon Com Inc | 51.1 | ||
| Broadcom Inc | 39.8 | ||
| Costco Wholesale Corp /NEW | 24.4 | ||
| Visa Inc | 21.4 | ||
| Microsoft Corp | 21.2 | ||
| J P Morgan Chase & Co | 21.1 | ||
| O Reilly Automotive Inc | 18.5 | ||
| AbbVie Inc | 17.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Denardo LLC | 2012-03-29 | 2.8 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 50.9 |
| (b) Individuals (high net worth individuals) | 238 | 1,015.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 74.1 |
| (h) Charitable organizations | 17 | 93.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 613 | 1,234.2 |
| By Discretionary | ||
| Discretionary | 613 | 1,234.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 613 | 1,234.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 23.9 | |
| United States Persons | 1,210.3 | |
| Total | 613 | 1,234.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000919497] | |
| 3 | [0001614345] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Middleton International Ltd | |
| BRC Group Holdings Inc |
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