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Home > Institutional Investor > Middleton & Co Inc > Profile

Instuitional Investor - Middleton & Co Inc

Fund Profile
Filing Period:
Fund Name: Middleton & Co Inc
Portfolio Value $801,786,967
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 278,896 $53,695,847 6.69%
2.
Amazon Com Inc
 AMZN 285,829 $43,428,858 5.41%
3.
Alphabet Inc.
 GOOG 254,770 $35,588,821 4.43%
4.
Microsoft Corp
 MSFT 63,821 $23,999,121 2.99%
5.
Ishares Trust
 IEF 49,795 $23,783,717 2.96%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)