Middleton & Co. Inc/ma
Middleton & Company Inc. is an independent investment counseling firm headquartered in Boston, Massachusetts. Founded in 1984, the firm specializes in providing objective investment advice and disciplined portfolio management for individuals, families, trusts, endowments, and foundations. Middleton & Company employs approximately 7 investment professionals and is known for personalized service to high-net-worth clients and institutional investors.
Investment Strategy
Middleton & Company focuses on objective, disciplined investment management tailored to each client's specific goals and risk tolerance. The firm applies rigorous market analysis and sound judgment, constructing diversified portfolios primarily for long-term growth and capital preservation. Clients benefit from customized asset allocation strategies, active security selection, and close client-advisor relationships. The investment approach emphasizes high-quality equities and fixed income, seeking to simplify complex financial lives and adapt to evolving market conditions.
Top Holdings
Equity Positions (159)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | Amazon.com Inc | 6.24% | $55.5M | 253,044 | $26.79 | $219.39 | +$6.3M |
A AAPL | Apple Inc | 5.42% | $48.3M | 235,338 | $25.24 | $205.17 | -$7.6M |
G GOOGL | Alphabet Inc Cap Stock Cl A | 4.62% | $41.1M | 233,413 | $48.56 | $176.23 | +$4.8M |
A AVGO | Broadcom Inc Com | 4.25% | $37.9M | 137,356 | $55.82 | $275.65 | +$13.9M |
I IVV | iShares Tr S&P 500 Index | 3.50% | $31.2M | 50,213 | $376.16 | $620.90 | +$1.8M |