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 |
|---|---|---|---|---|---|---|---|---|---|
| OLD DOMINION FREIGHT LINE IN | COM | 51 | $5,364,948 | 13,236 | 0.00 | 0.00 | -194 | -1.44 | 12-31-2023 |
| HOME DEPOT INC | COM | 52 | $4,873,627 | 14,063 | 0.00 | 0.00 | -741 | -5.01 | 12-31-2023 |
| CHUBB LIMITED | COM | 53 | $4,738,090 | 20,965 | 0.00 | 0.00 | -354 | -1.66 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 54 | $4,458,079 | 16,085 | 0.00 | 0.00 | 358 | 2.28 | 12-31-2023 |
