0001420506-20-000069.txt : 20200129 0001420506-20-000069.hdr.sgml : 20200129 20200129111432 ACCESSION NUMBER: 0001420506-20-000069 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200129 DATE AS OF CHANGE: 20200129 EFFECTIVENESS DATE: 20200129 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MIDDLETON & CO INC/MA CENTRAL INDEX KEY: 0000919497 IRS NUMBER: 042941854 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04180 FILM NUMBER: 20556952 BUSINESS ADDRESS: STREET 1: 600 ATLANTIC AVENUE, T-18 CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 6173575101 MAIL ADDRESS: STREET 1: 600 ATLANTIC AVENUE, T-18 CITY: BOSTON STATE: MA ZIP: 02210 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000919497 XXXXXXXX 12-31-2019 12-31-2019 false Middleton & Co Inc/MA

600 Atlantic Avenue, T-18 Boston MA 02210

13F HOLDINGS REPORT 028-04180 N Maria McCormack 617-357-5101 Maria McCormack, Chief Compliance Officer Boston MA 01-29-2020 0 162 702738 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR MIDDLETON & CO INC/MA 3M CO COM 88579Y101 553 3133 SH SOLE 3133 0 0 ABBOTT LABS COM 002824100 5208 59961 SH SOLE 59961 0 0 ABBVIE INC COM 00287Y109 11475 129608 SH SOLE 129608 0 0 ABBVIE INC COM 00287Y109 58 650 SH OTR 0 0 650 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 312 1480 SH SOLE 1480 0 0 ADOBE INC COM 00724F101 12724 38580 SH SOLE 38580 0 0 AIR PRODS & CHEMS INC COM 009158106 1055 4490 SH SOLE 4490 0 0 ALPHABET INC CAP STK CL A 02079K305 27 20 SH OTR 0 0 20 ALPHABET INC CAP STK CL C 02079K107 4196 3138 SH SOLE 3138 0 0 ALPHABET INC CAP STK CL A 02079K305 19674 14689 SH SOLE 14689 0 0 AMAZON COM INC COM 023135106 35299 19103 SH SOLE 19103 0 0 AMERICAN EXPRESS CO COM 025816109 635 5100 SH SOLE 5100 0 0 AMERICAN TOWER CORP NEW COM 03027X100 16072 69934 SH SOLE 69934 0 0 AMGEN 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INC COM 45168D104 217 830 SH SOLE 830 0 0 IHS MARKIT LTD SHS G47567105 11694 155192 SH SOLE 155192 0 0 ILLUMINA INC COM 452327109 1725 5200 SH SOLE 5200 0 0 INDEPENDENT BANK CORP MASS COM 453836108 355 4262 SH SOLE 4262 0 0 INTEL CORP COM 458140100 1975 32994 SH SOLE 32994 0 0 INTEL CORP COM 458140100 42 700 SH OTR 0 0 700 INTUIT COM 461202103 4906 18731 SH SOLE 18731 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 459 2159 SH SOLE 2159 0 0 IQVIA HLDGS INC COM 46266C105 8721 56443 SH SOLE 56443 0 0 ISHARES TR RUS MID CAP ETF 464287499 3492 58565 SH SOLE 58565 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1652 9391 SH SOLE 9391 0 0 ISHARES TR EAFE GRWTH ETF 464288885 498 5762 SH SOLE 5762 0 0 ISHARES TR EAFE VALUE ETF 464288877 317 6350 SH SOLE 6350 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 228 2401 SH SOLE 2401 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 602 4409 SH SOLE 4409 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1729 10438 SH SOLE 10438 0 0 ISHARES TR RUS MD CP GR ETF 464287481 313 2050 SH SOLE 2050 0 0 ISHARES TR MSCI EAFE ETF 464287465 1562 22500 SH SOLE 22500 0 0 ISHARES TR CORE S&P500 ETF 464287200 5750 17788 SH SOLE 17788 0 0 ISHARES TR CORE S&P SCP ETF 464287804 7949 94801 SH SOLE 94801 0 0 ISHARES TR CORE S&P MCP ETF 464287507 5666 27530 SH SOLE 27530 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1664 37085 SH SOLE 37085 0 0 JOHNSON & JOHNSON COM 478160104 2612 17909 SH SOLE 17909 0 0 JPMORGAN CHASE & CO COM 46625H100 84 600 SH OTR 0 0 600 JPMORGAN CHASE & CO COM 46625H100 17371 124610 SH SOLE 124610 0 0 LAM RESEARCH CORP COM 512807108 600 2053 SH SOLE 2053 0 0 LAMB WESTON HLDGS INC COM 513272104 4573 53155 SH SOLE 53155 0 0 LAUDER ESTEE COS INC CL A 518439104 11677 56535 SH SOLE 56535 0 0 LINDE PLC SHS G5494J103 1505 7070 SH SOLE 7070 0 0 LOWES COS INC COM 548661107 2326 19419 SH SOLE 19419 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 207 3300 SH SOLE 3300 0 0 MASTERCARD INC CL A 57636Q104 951 3184 SH SOLE 3184 0 0 MCDONALDS CORP COM 580135101 323 1635 SH 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SH SOLE 18160 0 0