Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MIDDLETON & CO INC/MA | 02-13-2024 | 12-31-2023 | 157 | 801,786,967 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $53,695,847 | 278,896 | 0.01 | 0.01 | -3,527 | -1.25 | 12-31-2023 |
| AMAZON COM INC | COM | 2 | $43,428,858 | 285,829 | 0.01 | 0.01 | -3,204 | -1.11 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 3 | $35,588,821 | 254,770 | 0.00 | 0.00 | -4,131 | -1.60 | 12-31-2023 |
| MICROSOFT CORP | COM | 4 | $23,999,121 | 63,821 | 0.00 | 0.00 | -403 | -0.63 | 12-31-2023 |
