MIDDLETON & CO INC/MA
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 941,912
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 170 | 941,912 | 13F-HR | MIDDLETON & CO INC/MA |
| Q1 2026 | 5/8/2026 | 164 | 876,862 | 13F-HR | MIDDLETON & CO INC/MA |
| Q4 2025 | 1/29/2026 | 163 | 941,842 | 13F-HR | MIDDLETON & CO INC/MA |
| Q3 2025 | 10/29/2025 | 166 | 925,271 | 13F-HR | MIDDLETON & CO INC/MA |
| Q2 2025 | 8/6/2025 | 161 | 890,294 | 13F-HR | MIDDLETON & CO INC/MA |
| Q2 2014 | 7/24/2014 | 153 | 439,892 | 13F-HR | MIDDLETON & CO INC/MA |
| Q1 2014 | 4/22/2014 | 148 | 429,054 | 13F-HR | MIDDLETON & CO INC/MA |
| Q4 2013 | 2/6/2014 | 132 | 382,011 | 13F-HR | MIDDLETON & CO INC/MA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 808.1 K | 85.8% | 57.02 K | 0 | 57.02 K |
| ETFs | 133.8 K | 14.2% | 8.029 K | 0 | 8.029 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
941,912
Holdings
170
QoQ value change ($000)
65,050
(7.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.