Middleton & Co. Inc/MA has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 163 separate positions held by the firm, managed by Chief Compliance Officer Christopher Merkle.
The portfolio is heavily weighted toward large-cap technology and consumer staples companies. Top holdings include Apple Inc., with 71,304,910 shares; Microsoft Corporation, with 28,795,570 shares; and NVIDIA Corporation, with 18,250,759 shares. Other notable positions include Amazon.com Inc, with 58,253,761 shares; Eli Lilly and Co, with 14,554,909 shares; and JPMorgan Chase & Co, with 21,965,127 shares.
The filing also lists significant positions in energy stocks such as Exxonmobil Holdings Corp, with 17,491,703 shares, and Valero Energy Corp, with 372,493 shares. Additionally, the firm holds stakes in consumer goods companies like Procter & Gamble Co, Mondelez Intl Inc Cl A, and PepsiCo Inc.
In addition to individual equities, the portfolio includes various exchange-traded funds (ETFs). These include the iShares S&P 500 Index ETF, with 38,170,940 shares, the Invesco S&P Global Water Index ETF, with 524,778 shares, and the Ishares Biotechnology ETF, with 757,908 shares.
