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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 $941,911,615
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 195,871 $69,998,598 7.43%
2.
Apple Inc.
 AAPL 220,283 $63,741,089 6.77%
3.
Amazon Com Inc
 AMZN 239,934 $57,185,870 6.07%
4.
Broadcom Inc.
 AVGO 121,188 $45,778,767 4.86%
5.
Ishares Trust
 IEF 48,302 $36,173,090 3.84%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.