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Christopher Merkle

Middleton & Co Inc Ma

Assets Managed
$876.862M
Holdings
164
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
-6.89%(2Q avg: -2.55%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Middleton & Co Inc Ma's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 164 positions.

Assets under management

The assets under management (AUM) of Middleton & Co Inc Ma over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 876.862M in assets, with a quarterly growth rate of -6.89% and a 2-quarter average growth rate of -2.55%. The portfolio is managed by Christopher Merkle, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -6.27%
6.82%
$59.741M
207,753 shares@ $287.57 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.46%
6.49%
$56.868M
224,075 shares@ $253.79 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.55%
5.83%
$51.097M
245,339 shares@ $208.28 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.52%
4.55%
$39.817M
128,645 shares@ $309.52 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.27%
3.62%
$31.655M
48,460 shares@ $653.22 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -0.6%
2.79%
$24.428M
24,516 shares@ $996.44 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -0.59%
2.44%
$21.364M
70,685 shares@ $302.24 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.9%
2.42%
$21.152M
57,141 shares@ $370.17 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.34%
2.41%
$21.064M
71,606 shares@ $294.17 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 1.25%
2.25%
$19.651M
115,826 shares@ $169.66 avg price

1-10 of 164