Long-term investor
Middleton & Co. Inc. @middletoncoincma
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000919497).
Record
- Tracked since 2025-06-30 (448 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days +6.7% · 6 months n/a · 1 year +7.5% · all +7.5%
- Max drawdown n/a · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02079K305 · 7.4% · long · since 2025-06-30
- AAPL · 6.8% · long · since 2025-06-30
- AMZN · 6.1% · long · since 2025-06-30
- AVGO · 4.9% · long · since 2025-06-30
- 464287200 · 3.8% · long · since 2025-06-30
- PANW · 3.3% · long · since 2025-06-30
- 92826C839 · 2.5% · long · since 2025-06-30
- JPM · 2.4% · long · since 2025-06-30
- COST · 2.4% · long · since 2025-06-30
- MSFT · 2.2% · long · since 2025-06-30
- ABBV · 2.0% · long · since 2025-06-30
- ORLY · 1.9% · long · since 2025-06-30