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| Happy Holidays!! thanks for using AUM13F!! |
| Middleton & Company Inc
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| CRD # | 104549 |
| SEC # | 801-21247 |
| CIK # | 0001614345, 0000919497 |
| AUM | $1.2 B (2025-03-28) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 617-357-5101 |
| Address | 600 Atlantic Avenue 18th Floor Boston, MA 02210-2211 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001614345 0000919497 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 55.5 | ||
| Apple Inc | 48.3 | ||
| Alphabet Inc | 41.1 | ||
| Broadcom Inc | 37.9 | ||
| Microsoft Corp | 29.4 | ||
| VISA Inc | 26.8 | ||
| Costco Wholesale Corp /NEW | 24.9 | ||
| J P Morgan Chase & Co | 22.2 | ||
| ServiceNow Inc | 20.1 | ||
| Palo Alto Networks Inc | 19.9 | ||
| O Reilly Automotive Inc | 19.1 | ||
| Intuit Inc | 18.2 | ||
| Salesforce Com Inc | 16.2 | ||
| AbbVie Inc | 15.4 | ||
| Danaher Corp /DE/ | 14.3 | ||
| Qualcomm Inc/DE | 13.6 | ||
| Verisk Analytics Inc | 13.2 | ||
| FPL Group Inc | 12.9 | ||
| Exxon Mobil Corp | 12.6 | ||
| American Tower Corp /MA/ | 12.4 | ||
| Steris PLC | 11.9 | ||
| Merck & Co Inc | 11.6 | ||
| McGraw-hill Companies Inc | 11.4 | ||
| Facebook Inc | 11.0 | ||
| Xylem Inc | 10.5 | ||
| Synopsys Inc | 10.1 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Denardo LLC | 2012-03-29 | 2.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 44.1 |
| (b) Individuals (high net worth individuals) | 214 | 817.8 |
| (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 | 4 | 67.2 |
| (h) Charitable organizations | 18 | 111.7 |
| (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 | 572 | 1,040.7 |
| By Discretionary | ||
| Discretionary | 571 | 1,040.7 |
| Non-Discretionary | 1 | 0.0 |
| Total | 572 | 1,040.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 20.4 | |
| United States Persons | 1,020.3 | |
| Total | 572 | 1,040.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000919497] | |
| 3 | [0001614345] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| B. Riley Financial, Inc. | |
| Middleton International Ltd |
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