account_balance
Investment manager · 13F filer · SEC CIK 919497
Middleton & Co Inc
Reported value$943Mas of Sep 30, 2026
Positions163 1 new, 8 sold out
Top 10 weight42.9%AAPL alone is 8%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
7.6%Trimmed −3%
GOOGLAlphabet Inc.
6.9%Trimmed −4%
AMZNAmazon.com Inc
6.2%Trimmed −3%
AVGOBroadcom Inc.
4.4%Trimmed −3%
IVViShares Tr S&P 500 Index
4.0%Added +3%
PANWPalo Alto Networks Inc
3.6%Trimmed −6%
MSFTMicrosoft Corp
3.1%
VVisa Inc.
2.6%Trimmed −2%
JPMJPMorgan Chase & Co
2.3%−3%
COSTCostco Wholesale Corp
2.3%
ABBVAbbVie Inc.
2.0%Trimmed −3%
NVDANVIDIA Corp
1.9%−2%
AAPLApple Inc.
7.6%Trimmed −3%
GOOGLAlphabet Inc.
6.9%Trimmed −4%
AMZNAmazon.com Inc
6.2%
AVGOBroadcom Inc.
4.4%
IVViShares Tr S&P 500 Index
4.0%+3%
PANWPalo Alto Networks Inc
3.6%
MSFTMicrosoft Corp
3.1%
VVisa Inc.
2.6%
JPM2.3%COSTABBVNVDABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 7.6% Trimmed −3%GOOGL Alphabet Inc. 6.9% Trimmed −4%AMZN Amazon.com Inc 6.2% Trimmed −3%AVGO Broadcom Inc. 4.4% Trimmed −3%
IVV iShares Tr S&P 500 Index 4.0% Added +3%
PANW Palo Alto Networks Inc 3.6% Trimmed −6%MSFT Microsoft Corp 3.1% HeldV Visa Inc. 2.6% Trimmed −2%JPM JPMorgan Chase & Co 2.3% Trimmed −3%COST Costco Wholesale Corp 2.3% HeldABBV AbbVie Inc. 2.0% Trimmed −3%NVDA NVIDIA Corp 1.9% Trimmed −2%What changed
Biggest moves since Jun 30, 2026
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