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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
39
4
5
0
2
0
44
10
5
MIDDLETON CO INC MA

Time Period2019-06-30

Total Holdings138

Total Value ($x1000)645,099
Activities
New5

Increased20

Unchanged19

Decreased94

Sold Out5

Top 10 Stock Holdingstotal 29.31%
AMZN5.6

AAPL3.81

V3.37

DHR3.08

GOOGL2.48

 
CRM2.36

JPM2.24

FB2.16

AMT2.12

MRK2.09

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AMZN
5.6%
COM
AAPL
3.81%
COM
V
3.37%
COM CL A
DHR
3.08%
COM
GOOGL
2.48%
CAP STK CL A
CRM
2.36%
COM
JPM
2.24%
COM
FB
2.16%
CL A
AMT
2.12%
COM
MRK
2.09%
COM
ORLY
2.08%
COM
UTX
1.86%
COM
VRSK
1.85%
CL A
COST
1.84%
COM
RNR
1.77%
COM
VZ
1.76%
COM
BRK.B
1.74%
CL B NEW
SBUX
1.73%
COM
ADBE
1.72%
COM
XOM
1.65%
COM
STE
1.63%
SHS USD
EL
1.6%
CL A
INFO
1.59%
SHS
ABBV
1.55%
COM
BR
1.48%
COM
ROP
1.48%
COM
UNH
1.44%
COM
CB
1.36%
COM
NEE
1.36%
COM
FTV
1.31%
COM
MDLZ
1.29%
CL A
ECL
1.25%
COM
QCOM
1.25%
COM
BKNG
1.2%
COM
IJR
1.19%
CORE S&P SCP ETF
MSFT
1.08%
COM
HD
1.04%
COM
PEP
1.02%
COM
CDK
1.02%
COM
EQIX
1.01%
COM PAR $0.001
CL
0.9%
COM
C
0.86%
COM NEW
IVV
0.85%
CORE S&P500 ETF
IJH
0.83%
CORE S&P MCP ETF
BLK
0.81%
COM
INTU
0.78%
COM
PYPL
0.78%
COM
ABT
0.77%
COM
SYK
0.75%
COM
JNJ
0.74%
COM
FIS
0.73%
COM
CVX
0.72%
COM
IQV
0.66%
COM
SJM
0.6%
COM NEW
DIS
0.6%
COM DISNEY
GOOG
0.55%
CAP STK CL C
IWR
0.52%
RUS MID-CAP ETF
BAC
0.5%
COM
SPY
0.5%
TR UNIT
EXC
0.49%
COM
TMO
0.46%
COM
PNC
0.45%
COM
EOG
0.42%
COM
PG
0.41%
COM
LOW
0.39%
COM
NKE
0.38%
CL B
SIVB
0.35%
COM
CVS
0.32%
COM
USB
0.32%
COM NEW
PFE
0.32%
COM
AVGO
0.32%
COM
LIN
0.32%
COM
WSO
0.31%
COM
ILMN
0.3%
COM
SLB
0.29%
COM
VWO
0.28%
FTSE EMR MKT ETF
IWM
0.26%
RUSSELL 2000 ETF
PANW
0.26%
COM
INTC
0.25%
COM
EEM
0.25%
MSCI EMG MKT ETF
HON
0.24%
COM
EFA
0.24%
MSCI EAFE ETF
VEU
0.24%
ALLWRLD EX US
IWF
0.23%
RUS 1000 GRW ETF
PAYX
0.22%
COM
AVY
0.22%
COM
BRK.A
0.2%
CL A
XPO
0.18%
COM
MCK
0.18%
COM
TOT
0.17%
SPONSORED ADR
MDY
0.17%
UTSER1 S&PDCRP
UNP
0.17%
COM
LW
0.16%
COM
APD
0.16%
COM
IBKC
0.15%
COM
NOC
0.15%
COM
MA
0.13%
CL A
ADP
0.13%
COM
WFC
0.12%
COM
KO
0.12%
COM
TJX
0.12%
COM
RDS/A
0.12%
SPONS ADR A
FRC
0.11%
COM
AXP
0.11%
COM
IWD
0.09%
RUS 1000 VAL ETF
MMM
0.09%
COM
MDT
0.08%
SHS
TROW
0.08%
COM
WAT
0.08%
COM
WCN
0.07%
COM
EFG
0.07%
EAFE GRWTH ETF
BDX
0.07%
COM
ORCL
0.07%
COM
EPD
0.07%
COM
MCD
0.07%
COM
QQQ
0.06%
UNIT SER 1
ACN
0.06%
SHS CLASS A
D
0.06%
COM
LRCX
0.06%
COM
DRI
0.06%
COM
LH
0.06%
COM NEW
ROK
0.06%
COM
T
0.06%
COM
WMT
0.05%
COM
STT
0.05%
COM
INDB
0.05%
COM
EFV
0.05%
EAFE VALUE ETF
FDS
0.05%
COM
MMP
0.05%
COM UNIT RP LP
CCI
0.05%
COM
IWP
0.05%
RUS MD CP GR ETF
PH
0.04%
COM
DUK
0.04%
COM NEW
IDXX
0.04%
COM
CMCSA
0.04%
CL A
IBM
0.03%
COM
IWS
0.03%
RUS MDCP VAL ETF
EW
0.03%
COM
WBA
0.06%
COM
DWDP
0.06%
COM
EMR
0.03%
COM
AMGN
0.03%
COM
GE
0.03%
COM