0000919497-23-000003.txt : 20230428
0000919497-23-000003.hdr.sgml : 20230428
20230428094913
ACCESSION NUMBER: 0000919497-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230428
DATE AS OF CHANGE: 20230428
EFFECTIVENESS DATE: 20230428
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: 23861009
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
X0202
13F-HR
LIVE
false
false
false
0000919497
XXXXXXXX
03-31-2023
03-31-2023
MIDDLETON & CO INC/MA
600 ATLANTIC AVENUE, T-18
BOSTON
MA
02210
13F HOLDINGS REPORT
028-04180
000104549
801-21247
N
Maria McCormack
Chief Compliance Officer
617-357-5101
Maria McCormack
Boston
MA
04-28-2023
0
154
695949839
false
INFORMATION TABLE
2
mco13fq12023.xml
APPLE INC
COM
037833100
48249996
292602
SH
SOLE
292602
0
0
AMAZON COM INC
COM
023135106
29950382
289964
SH
SOLE
289964
0
0
ALPHABET INC
CAP STK CL A
02079K305
26451565
255004
SH
SOLE
255004
0
0
VISA INC
COM CL A
92826C839
20671526
91686
SH
SOLE
91686
0
0
ISHARES TR
CORE S&P500 ETF
464287200
20558663
50011
SH
SOLE
50011
0
0
DANAHER CORPORATION
COM
235851102
19977931
79265
SH
SOLE
79265
0
0
MICROSOFT CORP
COM
594918104
18147810
62948
SH
SOLE
62948
0
0
OREILLY AUTOMOTIVE INC
COM
67103H107
17176563
20232
SH
SOLE
20232
0
0
ABBVIE INC
COM
00287Y109
16072624
100851
SH
SOLE
100851
0
0
COSTCO WHSL CORP NEW
COM
22160K105
15804441
31808
SH
SOLE
31808
0
0
MERCK & CO INC
COM
58933Y105
14267537
134106
SH
SOLE
134106
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
13697549
28984
SH
SOLE
28984
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
13623552
66671
SH
SOLE
66671
0
0
EXXON MOBIL CORP
COM
30231G102
13560413
123659
SH
SOLE
123659
0
0
SALESFORCE INC
COM
79466L302
13264593
66396
SH
SOLE
66396
0
0
JPMORGAN CHASE & CO
COM
46625H100
13130166
100761
SH
SOLE
100761
0
0
QUALCOMM INC
COM
747525103
11577668
90748
SH
SOLE
90748
0
0
INTUIT
COM
461202103
11550656
25908
SH
SOLE
25908
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
10970183
143909
SH
SOLE
143909
0
0
NEXTERA ENERGY INC
COM
65339F101
10876528
141107
SH
SOLE
141107
0
0
LAUDER ESTEE COS INC
CL A
518439104
10648809
43207
SH
SOLE
43207
0
0
STERIS PLC
SHS USD
G8473T100
10228698
53475
SH
SOLE
53475
0
0
VERISK ANALYTICS INC
COM
92345Y106
10220318
53270
SH
SOLE
53270
0
0
WISDOMTREE TR
FLOATNG RAT TREA
97717Y527
9882931
196597
SH
SOLE
196597
0
0
IQVIA HLDGS INC
COM
46266C105
9699070
48766
SH
SOLE
48766
0
0
BROADCOM INC
COM
11135F101
9619251
14994
SH
SOLE
14994
0
0
FORTIVE CORP
COM
34959J108
8973615
131636
SH
SOLE
131636
0
0
S&P GLOBAL INC
COM
78409V104
8935749
25918
SH
SOLE
25918
0
0
EQUINIX INC
COM
29444U700
8837022
12256
SH
SOLE
12256
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
8329380
26976
SH
SOLE
26976
0
0
MONDELEZ INTL INC
CL A
609207105
8107320
116284
SH
SOLE
116284
0
0
XYLEM INC
COM
98419M100
7768112
74194
SH
SOLE
74194
0
0
SERVICENOW INC
COM
81762P102
7724111
16621
SH
SOLE
16621
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
7591404
19699
SH
SOLE
19699
0
0
STRYKER CORPORATION
COM
863667101
7588665
26583
SH
SOLE
26583
0
0
STARBUCKS CORP
COM
855244109
7556774
72571
SH
SOLE
72571
0
0
RENAISSANCERE HLDGS LTD
COM
G7496G103
7513351
37503
SH
SOLE
37503
0
0
MSCI INC
COM
55354G100
7343133
13120
SH
SOLE
13120
0
0
PALO ALTO NETWORKS INC
COM
697435105
7314079
36618
SH
SOLE
36618
0
0
FISERV INC
COM
337738108
7031596
62210
SH
SOLE
62210
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
6221272
159971
SH
SOLE
159971
0
0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
6125274
104634
SH
SOLE
104634
0
0
ECOLAB INC
COM
278865100
5803647
35061
SH
SOLE
35061
0
0
ROPER TECHNOLOGIES INC
COM
776696106
5609136
12728
SH
SOLE
12728
0
0
OLD DOMINION FREIGHT LINE IN
COM
679580100
5057384
14838
SH
SOLE
14838
0
0
ALPHABET INC
CAP STK CL C
02079K107
4755629
45727
SH
SOLE
45727
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
4672164
48316
SH
SOLE
48316
0
0
PEPSICO INC
COM
713448108
4528332
24840
SH
SOLE
24840
0
0
CHUBB LIMITED
COM
H1467J104
4493519
23141
SH
SOLE
23141
0
0
HOME DEPOT INC
COM
437076102
4432783
15020
SH
SOLE
15020
0
0
DANAHER CORPORATION
5% CONV PFD B
235851409
4230842
3320
SH
SOLE
3320
0
0
ABBOTT LABS
COM
002824100
4074868
40242
SH
SOLE
40242
0
0
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
3847169
26248
SH
SOLE
26248
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
3755387
15012
SH
SOLE
15012
0
0
APTIV PLC
SHS
G6095L109
3685778
32853
SH
SOLE
32853
0
0
META PLATFORMS INC
CL A
30303M102
3652074
17232
SH
SOLE
17232
0
0
WATSCO INC
COM
942622200
3389995
10655
SH
SOLE
10655
0
0
CHEVRON CORP NEW
COM
166764100
3246466
19897
SH
SOLE
19897
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
3132571
5435
SH
SOLE
5435
0
0
PAYPAL HLDGS INC
COM
70450Y103
3004195
39560
SH
SOLE
39560
0
0
JOHNSON & JOHNSON
COM
478160104
2741330
17686
SH
SOLE
17686
0
0
ISHARES TR
RUS MID CAP ETF
464287499
2619793
37468
SH
SOLE
37468
0
0
DISNEY WALT CO
COM
254687106
2613293
26099
SH
SOLE
26099
0
0
EXELON CORP
COM
30161N101
2542681
60699
SH
SOLE
60699
0
0
NIKE INC
CL B
654106103
2541837
20726
SH
SOLE
20726
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2412126
5892
SH
SOLE
5892
0
0
PROCTER AND GAMBLE CO
COM
742718109
2395693
16112
SH
SOLE
16112
0
0
LOWES COS INC
COM
548661107
2339449
11699
SH
SOLE
11699
0
0
PNC FINL SVCS GROUP INC
COM
693475105
2199499
17305
SH
SOLE
17305
0
0
EOG RES INC
COM
26875P101
2045916
17848
SH
SOLE
17848
0
0
WASTE CONNECTIONS INC
COM
94106B101
2018601
14515
SH
SOLE
14515
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
1995460
8167
SH
SOLE
8167
0
0
PUBLIC STORAGE
COM
74460D109
1805286
5975
SH
SOLE
5975
0
0
UNION PAC CORP
COM
907818108
1748748
8689
SH
SOLE
8689
0
0
CONSTELLATION ENERGY CORP
COM
21037T109
1418259
18067
SH
SOLE
18067
0
0
HYATT HOTELS CORP
COM CL A
448579102
1409448
12608
SH
SOLE
12608
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
1396800
3
SH
SOLE
3
0
0
AVERY DENNISON CORP
COM
053611109
1368814
7650
SH
SOLE
7650
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
1356674
24971
SH
SOLE
24971
0
0
PAYCHEX INC
COM
704326107
1340932
11702
SH
SOLE
11702
0
0
TARGET CORP
COM
87612E106
1333487
8051
SH
SOLE
8051
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
1331756
7465
SH
SOLE
7465
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1316375
13442
SH
SOLE
13442
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
1233593
5541
SH
SOLE
5541
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
1182040
3253
SH
SOLE
3253
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
1180767
21862
SH
SOLE
21862
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1128147
2461
SH
SOLE
2461
0
0
AIR PRODS & CHEMS INC
COM
009158106
1098004
3823
SH
SOLE
3823
0
0
PFIZER INC
COM
717081103
1010371
24764
SH
SOLE
24764
0
0
LAM RESEARCH CORP
COM
512807108
931893
1758
SH
SOLE
1758
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
891425
5855
SH
SOLE
5855
0
0
BECTON DICKINSON & CO
6% DP CONV PFD B
075887406
798503
16060
SH
SOLE
16060
0
0
ELEVANCE HEALTH INC
COM
036752103
781677
1700
SH
SOLE
1700
0
0
NORTHROP GRUMMAN CORP
COM
666807102
736443
1595
SH
SOLE
1595
0
0
SYSCO CORP
COM
871829107
702252
9093
SH
SOLE
9093
0
0
CVS HEALTH CORP
COM
126650100
670648
9025
SH
SOLE
9025
0
0
INTEL CORP
COM
458140100
667641
20436
SH
SOLE
20436
0
0
COCA COLA CO
COM
191216100
624952
10075
SH
SOLE
10075
0
0
ILLUMINA INC
COM
452327109
602537
2591
SH
SOLE
2591
0
0
BANK AMERICA CORP
COM
060505104
565095
19759
SH
SOLE
19759
0
0
ZOETIS INC
CL A
98978V103
549918
3304
SH
SOLE
3304
0
0
BECTON DICKINSON & CO
COM
075887109
548301
2215
SH
SOLE
2215
0
0
METTLER TOLEDO INTERNATIONAL
COM
592688105
527922
345
SH
SOLE
345
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
515601
1804
SH
SOLE
1804
0
0
ISHARES TR
IBONDS DEC23 ETF
46434VAX8
513876
20400
SH
SOLE
20400
0
0
AMGEN INC
COM
031162100
482533
1996
SH
SOLE
1996
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
473216
5720
SH
SOLE
5720
0
0
ISHARES TR
CORE US AGGBD ET
464287226
466813
4685
SH
SOLE
4685
0
0
ISHARES TR
ISHARES BIOTECH
464287556
464976
3600
SH
SOLE
3600
0
0
EPAM SYS INC
COM
29414B104
464945
1555
SH
SOLE
1555
0
0
WALMART INC
COM
931142103
455544
3089
SH
SOLE
3089
0
0
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
46641Q654
441873
8700
SH
SOLE
8700
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
435441
11035
SH
SOLE
11035
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
430336
6736
SH
SOLE
6736
0
0
OTIS WORLDWIDE CORP
COM
68902V107
429258
5086
SH
SOLE
5086
0
0
IDEXX LABS INC
COM
45168D104
420067
840
SH
SOLE
840
0
0
BLACKROCK INC
COM
09247X101
414854
620
SH
SOLE
620
0
0
ROCKWELL AUTOMATION INC
COM
773903109
410830
1400
SH
SOLE
1400
0
0
CROWN CASTLE INC
COM
22822V101
402858
3010
SH
SOLE
3010
0
0
ORACLE CORP
COM
68389X105
402344
4330
SH
SOLE
4330
0
0
NVIDIA CORPORATION
COM
67066G104
400267
1441
SH
SOLE
1441
0
0
INVESCO EXCH TRADED FD TR II
S&P GBL WATER
46138E263
398880
8000
SH
SOLE
8000
0
0
ISHARES TR
ISHS 1-5YR INVS
464288646
390472
7726
SH
SOLE
7726
0
0
THE CIGNA GROUP
COM
125523100
389428
1524
SH
SOLE
1524
0
0
PRICE T ROWE GROUP INC
COM
74144T108
369183
3270
SH
SOLE
3270
0
0
UNITED RENTALS INC
COM
911363109
363308
918
SH
SOLE
918
0
0
ISHARES TR
RUS MD CP GR ETF
464287481
340709
3742
SH
SOLE
3742
0
0
GXO LOGISTICS INCORPORATED
COMMON STOCK
36262G101
333288
6605
SH
SOLE
6605
0
0
WATERS CORP
COM
941848103
331304
1070
SH
SOLE
1070
0
0
PROLOGIS INC.
COM
74340W103
311925
2500
SH
SOLE
2500
0
0
XPO INC
COM
983793100
289333
9070
SH
SOLE
9070
0
0
PARKER-HANNIFIN CORP
COM
701094104
289055
860
SH
SOLE
860
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
282206
10896
SH
SOLE
10896
0
0
ISHARES TR
FLTG RATE NT ETF
46429B655
279664
5550
SH
SOLE
5550
0
0
LILLY ELI & CO
COM
532457108
270272
787
SH
SOLE
787
0
0
HONEYWELL INTL INC
COM
438516106
269861
1412
SH
SOLE
1412
0
0
US BANCORP DEL
COM NEW
902973304
263922
7321
SH
SOLE
7321
0
0
MCDONALDS CORP
COM
580135101
260184
931
SH
SOLE
931
0
0
CATERPILLAR INC
COM
149123101
249436
1090
SH
SOLE
1090
0
0
3M CO
COM
88579Y101
243435
2316
SH
SOLE
2316
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
242254
1848
SH
SOLE
1848
0
0
COLGATE PALMOLIVE CO
COM
194162103
241983
3220
SH
SOLE
3220
0
0
CISCO SYS INC
COM
17275R102
235603
4507
SH
SOLE
4507
0
0
ILLINOIS TOOL WKS INC
COM
452308109
230547
947
SH
SOLE
947
0
0
MEDTRONIC PLC
SHS
G5960L103
225736
2800
SH
SOLE
2800
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
225266
2160
SH
SOLE
2160
0
0
CSX CORP
COM
126408103
220807
7375
SH
SOLE
7375
0
0
INDEPENDENT BK CORP MASS
COM
453836108
210771
3212
SH
SOLE
3212
0
0
AMERICAN EXPRESS CO
COM
025816109
209322
1269
SH
SOLE
1269
0
0
FACTSET RESH SYS INC
COM
303075105
207545
500
SH
SOLE
500
0
0
SPDR GOLD TR
GOLD SHS
78463V107
205573
1122
SH
SOLE
1122
0
0
INSULET CORP
COM
45784P101
204772
642
SH
SOLE
642
0
0
MARSH & MCLENNAN COS INC
COM
571748102
201525
1210
SH
SOLE
1210
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
200033
783
SH
SOLE
783
0
0