0000919497-24-000002.txt : 20240213
0000919497-24-000002.hdr.sgml : 20240213
20240213130815
ACCESSION NUMBER: 0000919497-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240213
DATE AS OF CHANGE: 20240213
EFFECTIVENESS DATE: 20240213
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MIDDLETON & CO INC/MA
CENTRAL INDEX KEY: 0000919497
ORGANIZATION NAME:
IRS NUMBER: 042941854
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-04180
FILM NUMBER: 24624184
BUSINESS ADDRESS:
STREET 1: 600 ATLANTIC AVENUE, T-18
CITY: BOSTON
STATE: MA
ZIP: 02210
BUSINESS PHONE: 6173575101
MAIL ADDRESS:
STREET 1: 600 ATLANTIC AVENUE, T-18
CITY: BOSTON
STATE: MA
ZIP: 02210
13F-HR
1
primary_doc.xml
X0202
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false
false
false
0000919497
XXXXXXXX
12-31-2023
12-31-2023
MIDDLETON & CO INC/MA
600 ATLANTIC AVENUE, T-18
BOSTON
MA
02210
13F HOLDINGS REPORT
028-04180
000104549
801-21247
N
Maria McCormack
Chief Compliance Officer
617-357-5101
Maria McCormack
Boston
MA
02-13-2024
0
157
801786967
false
INFORMATION TABLE
2
mco13fq42023.xml
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COM
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ALPHABET INC
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MICROSOFT CORP
COM
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0
ISHARES TR
CORE S&P500 ETF
464287200
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VISA INC
COM CL A
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COSTCO WHSL CORP NEW
COM
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DANAHER CORPORATION
COM
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BROADCOM INC
COM
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OREILLY AUTOMOTIVE INC
COM
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SALESFORCE INC
COM
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INTUIT
COM
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JPMORGAN CHASE & CO
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UNITEDHEALTH GROUP INC
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MERCK & CO INC
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QUALCOMM INC
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EXXON MOBIL CORP
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MONDELEZ INTL INC
CL A
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XYLEM INC
COM
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SYNOPSYS INC
COM
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FISERV INC
COM
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STRYKER CORPORATION
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ECOLAB INC
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MSCI INC
COM
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LAUDER ESTEE COS INC
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STARBUCKS CORP
COM
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ROPER TECHNOLOGIES INC
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ALPHABET INC
CAP STK CL C
02079K107
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META PLATFORMS INC
CL A
30303M102
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ISHARES TR
CORE S&P SCP ETF
464287804
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WISDOMTREE TR
FLOATNG RAT TREA
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OLD DOMINION FREIGHT LINE IN
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HOME DEPOT INC
COM
437076102
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SH
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CHUBB LIMITED
COM
H1467J104
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SH
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ISHARES TR
CORE S&P MCP ETF
464287507
4458079
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ABBOTT LABS
COM
002824100
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PEPSICO INC
COM
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PAYPAL HLDGS INC
COM
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WATSCO INC
COM
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RENAISSANCERE HLDGS LTD
COM
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DISNEY WALT CO
COM
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APTIV PLC
SHS
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CHEVRON CORP NEW
COM
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EXELON CORP
COM
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THERMO FISHER SCIENTIFIC INC
COM
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SPDR S&P 500 ETF TR
TR UNIT
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LOWES COS INC
COM
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VERALTO CORP
COM SHS
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COM
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EOG RES INC
COM
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ROLLINS INC
COM
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WASTE CONNECTIONS INC
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NIKE INC
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CONSTELLATION ENERGY CORP
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CL A
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SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
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ZOETIS INC
CL A
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INTER TERM TREAS
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COM
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COM
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NVIDIA CORPORATION
COM
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ELEVANCE HEALTH INC
COM
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ARRAY TECHNOLOGIES INC
COM SHS
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INTEL CORP
COM
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ACCENTURE PLC IRELAND
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G1151C101
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COM
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COM
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COCA COLA CO
COM
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ISHARES BIOTECH
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CORE US AGGBD ET
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EPAM SYS INC
COM
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THE CIGNA GROUP
COM
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S&P 500 GRWT ETF
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INVESCO EXCH TRADED FD TR II
S&P GBL WATER
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COM
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ULTRA SHT MUNCPL
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COM
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COM
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COM
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COM
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RUS MD CP GR ETF
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GXO LOGISTICS INCORPORATED
COMMON STOCK
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COM
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COM
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SMALL CP ETF
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COM
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COM
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INTUITIVE SURGICAL INC
COM NEW
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COM
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COLGATE PALMOLIVE CO
COM
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FLTG RATE NT ETF
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0
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COM
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COM
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ISHS 1-5YR INVS
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S&P 500 VAL ETF
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1375
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FACTSET RESH SYS INC
COM
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500
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AMERICAN EXPRESS CO
COM
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CSX CORP
COM
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CISCO SYS INC
COM
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HONEYWELL INTL INC
COM
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SH
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1068
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CROWN CASTLE INC
COM
22822V101
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SH
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1915
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KKR & CO INC
COM
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SH
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2622
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MICROCHIP TECHNOLOGY INC.
COM
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MARSH & MCLENNAN COS INC
COM
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1110
0
0
OTIS WORLDWIDE CORP
COM
68902V107
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2300
SH
SOLE
2300
0
0
ISHARES TR
NEW YORK MUN ETF
464288323
205542
3800
SH
SOLE
3800
0
0
SPDR GOLD TR
GOLD SHS
78463V107
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1070
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1070
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TOTAL STK MKT
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862
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EXPANDED TECH
464287515
202820
500
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SOLE
500
0
0
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SOLE
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0
0