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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 $905,128,790
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 260,031 $65,116,963 7.19%
2.
Amazon Com Inc
 AMZN 264,323 $57,989,823 6.4%
3.
Alphabet Inc.
 GOOGL 239,172 $45,275,260 5%
4.
Broadcom Inc.
 AVGO 151,061 $35,021,982 3.86%
5.
Ishares Trust
 IEF 52,630 $30,982,390 3.42%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)