Middleton & Co. Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Middleton & Co. Inc. reported 170 stock positions worth $941.9 million. Its top holding was Alphabet Class A (GOOGL) at 7.4% of the portfolio, followed by Apple (AAPL, 6.8%) and Amazon.com (AMZN, 6.1%). Compared with Q1 2026, it opened 11 new positions, sold out of 5, added to 41 and reduced 80. The biggest buy was Amphenol Class A (APH, shares +87%) and the biggest sale Exxon Mobil (XOM, shares −2%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0000919497
Portfolio Value
$941.9M (Q2 2026)
SEC Filing
0001398344-26-013855 ↗ filed Aug 10, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $867.1M Q1 2024 Q2 2024: $860.7M Q2 2024 Q3 2024: $905.0M Q3 2024 Q4 2024: $905.1M Q4 2024 Q1 2025: $856.0M Q1 2025 Q2 2025: $890.3M Q2 2025 Q3 2025: $925.3M Q3 2025 Q4 2025: $941.8M Q4 2025 Q1 2026: $876.9M Q1 2026 Q2 2026: $941.9M $941.9M Q2 2026

Holdings 170 stocks · $941.9M
GOOGL Alphabet Inc. Class A 7.43% 195,871 $70.0M Reduce -5.7%
AAPL Apple Inc. 6.77% 220,283 $63.7M Reduce -1.7%
AMZN Amazon.com Inc. 6.07% 239,934 $57.2M Reduce -2.2%
AVGO Broadcom Inc. 4.86% 121,188 $45.8M Reduce -5.8%
IVV iShares Core S&P 500 ETF 3.84% 48,302 $36.2M Reduce -0.3%
PANW Palo Alto Networks Inc. 3.32% 91,663 $31.3M Reduce -9.5%
V Visa Inc. Class A 2.53% 69,437 $23.8M Reduce -1.8%
JPM JPMorgan Chase & Co. 2.38% 68,448 $22.4M Reduce -4.4%
COST Costco Wholesale Corp. 2.37% 23,829 $22.3M Reduce -2.8%
MSFT Microsoft Corp. 2.24% 56,448 $21.1M Reduce -1.2%
ABBV Abbvie Inc. 2.01% 75,213 $18.9M Reduce -3.6%
ORLY O'reilly Automotive Inc. 1.91% 194,916 $17.9M Reduce -2.8%
NVDA Nvidia Corp. 1.73% 81,596 $16.3M Add +10.7%
LLY Eli Lilly & Co. 1.66% 13,020 $15.6M Add +0.4%
XOM Exxon Mobil Corp. 1.65% 113,821 $15.6M Reduce -1.7%
NEE Nextera Energy Inc. 1.58% 169,229 $14.9M Reduce -2.4%
QCOM Qualcomm Inc. 1.52% 77,644 $14.3M Reduce -9.3%
MRK Merck & Co. Inc. 1.50% 110,274 $14.2M Reduce -9.7%
BRK.B Berkshire Hathaway Inc. Class B 1.37% 25,734 $12.9M Add +3.5%
DHR Danaher Corp. 1.35% 66,566 $12.7M Reduce -2.7%
IEF iShares 7-10 Year Treasury B 1.27% 126,601 $12.0M Reduce -7.2%
EQIX Equinix Inc. 1.27% 11,448 $11.9M Reduce -7.3%
ETN Eaton Corp. PLC 1.21% 26,784 $11.4M Add +1.0%
NOW ServiceNow Inc. 1.19% 113,100 $11.2M Add +3.1%
VGSH Vanguard Short-Term Treasury 1.14% 184,829 $10.8M Add +0.3%
VGIT Vanguard Intermediate-Term T 1.11% 177,764 $10.5M Add +3.6%
IQLT iShares MSCI International Q 1.10% 209,381 $10.4M Add +4.5%
SPGI S&P Global Inc. 1.09% 25,139 $10.2M Reduce -2.5%
STE Steris PLC 1.04% 46,560 $9.8M Reduce -3.3%
XYL Xylem Inc. 1.01% 80,477 $9.5M Reduce -2.2%
GOOG Alphabet Inc. Class C 0.98% 26,179 $9.2M Reduce -11.8%
CRM Salesforce Inc. 0.98% 58,980 $9.2M Reduce -2.0%
SNPS Synopsys Inc. 0.97% 20,421 $9.1M Reduce -2.1%
VRSK Verisk Analytics Inc. 0.89% 46,828 $8.4M Add +2.5%
META Meta Platforms Inc. Class A 0.87% 14,481 $8.2M Add +4.5%
ECL Ecolab Inc. 0.85% 28,721 $8.0M Reduce -3.7%
AMT American Tower Corp. 0.84% 48,365 $7.9M Reduce -5.4%
SYK Stryker Corp. 0.82% 24,628 $7.8M Add +0.3%
MDLZ Mondelez International Inc. Class A 0.75% 122,026 $7.1M Add +0.2%
WCN Waste Connections Inc. 0.74% 41,864 $7.0M Add +20.3%
IDXX Idexx Laboratories Inc. 0.74% 13,158 $6.9M Add +0.0%
MSCI MSCI Inc. 0.71% 11,891 $6.7M Reduce -3.9%
LRCX Lam Research Corp. 0.70% 15,213 $6.6M Reduce -1.4%
AWK American Water Works Co. Inc. 0.70% 49,990 $6.6M Add +2.9%
IJR iShares Core S&P Small-Cap E 0.69% 43,739 $6.5M Reduce -2.1%
IQV Iqvia Holdings Inc. 0.68% 33,233 $6.4M Reduce -3.3%
PAAA Pgim Aaa Clo ETF 0.65% 119,365 $6.1M Add +15.8%
APH Amphenol Corp. Class A 0.65% 34,484 $6.1M Add +87.4%
IJH iShares Core S&P Midcap ETF 0.64% 77,905 $6.0M Reduce -2.4%
CB Chubb Ltd. 0.60% 16,719 $5.7M Reduce -3.6%
INTU Intuit Inc. 0.60% 21,756 $5.7M Reduce -5.9%
PEP Pepsico Inc. 0.58% 40,297 $5.5M Add +13.7%
ODFL Old Dominion Freight Line 0.56% 24,376 $5.3M Reduce -7.8%
EXC Exelon Corp. 0.49% 99,486 $4.6M Add +1.1%
UBER Uber Technologies Inc. 0.45% 58,810 $4.2M Add +92.1%
VCSH Vanguard S/T Corp. Bond ETF 0.44% 52,401 $4.1M Reduce -6.1%
IWF iShares Russell 1000 Growth 0.38% 28,793 $3.6M Reduce -1.0%
CEG Constellation Energy 0.38% 14,382 $3.6M Reduce -5.9%
JNJ Johnson & Johnson 0.36% 13,210 $3.4M Add +25.4%
WSO Watsco Inc. 0.32% 7,127 $3.0M Reduce -2.9%
ABT Abbott Laboratories 0.31% 31,775 $2.9M Reduce -1.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.30% 3,742 $2.8M Reduce -28.0%
BMI Badger Meter Inc. 0.29% 18,311 $2.7M New
TMO Thermo Fisher Scientific Inc. 0.27% 5,087 $2.6M Reduce -1.0%
IWR iShares Russell Mid-Cap ETF 0.27% 23,103 $2.5M Reduce -1.6%
HD Home Depot Inc. 0.26% 6,846 $2.4M Reduce -9.4%
ADBE Adobe Inc. 0.25% 11,706 $2.4M Reduce -39.9%
CVX Chevron Corp. 0.24% 13,726 $2.3M Reduce -7.4%
BRK.A Berkshire Hathaway Inc. Class A 0.24% 3 $2.2M No change
MA Mastercard Inc. Class A 0.22% 4,058 $2.1M Add +0.6%
PG The Procter & Gamble Co. 0.22% 13,936 $2.0M Add +0.4%
RTX RTX Corp. 0.21% 10,509 $2.0M Reduce -7.8%
ISHG iShares -3 Year Internationa 0.21% 26,808 $2.0M Add +27.1%
USFR Wisdomtree Floating Rate Tre 0.21% 39,333 $2.0M Reduce -23.9%
BR Broadridge Financial Solutio 0.21% 14,360 $2.0M Reduce -8.4%
PNC PNC Financial Services Group 0.21% 7,948 $2.0M Reduce -0.1%
ROP Roper Technologies Inc. 0.20% 5,427 $1.8M Reduce -8.3%
MKC McCormick & Co.-Non VTG SHRS 0.19% 36,408 $1.8M Reduce -0.9%
BSX Boston Scientific Corp. 0.19% 42,397 $1.8M Add +78.5%
APTV Aptiv PLC 0.19% 29,091 $1.8M Reduce -1.4%
FTV Fortive Corp. 0.18% 27,891 $1.7M Reduce -40.2%
ROL Rollins Inc. 0.18% 40,510 $1.7M Reduce -0.2%
AVDV Avantis Intl S/C Value ETF 0.18% 16,282 $1.7M Add +48.3%
LOW Lowe's Cos Inc. 0.17% 7,477 $1.6M Reduce -1.0%
UNP Union Pacific Corp. 0.16% 5,643 $1.5M No change
MRSH Marsh & McLennan Cos 0.15% 8,504 $1.4M Add +39.0%
KR Kroger Co. 0.15% 24,947 $1.4M Add +0.1%
IWD iShares Russell 1000 Value E 0.15% 5,696 $1.4M No change
IWM iShares Russell 2000 ETF 0.14% 4,379 $1.3M Reduce -9.3%
XPO Xpo Inc. 0.13% 6,080 $1.2M Reduce -18.2%
EOG EOG Resources Inc. 0.13% 9,618 $1.2M Add +2.7%
AVUV Avantis US Small Cap Value 0.13% 9,899 $1.2M Add +7.8%
MDY State Street SPDR S&P Midcap 0.13% 1,691 $1.2M Reduce -28.1%
BLK BlackRock Inc. 0.12% 1,153 $1.1M Add +1.9%
IGV iShares Expanded Tech-Softwa 0.12% 12,221 $1.1M Add +44.8%
WMT Walmart Inc. 0.11% 9,396 $1.1M No change
ADP Automatic Data Processing 0.11% 4,721 $1.1M Add +1.4%
RNR Renaissancere Holdings Ltd. 0.11% 3,250 $1.0M Reduce -29.7%
IVW iShares S&P 500 Growth ETF 0.11% 7,380 $1.0M Add +0.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 3,522 $990K Add +98.2%
PSA Public Storage 0.10% 3,005 $957K Reduce -2.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.10% 9,320 $897K Reduce -1.6%
SBUX Starbucks Corp. 0.09% 8,339 $852K Reduce -5.9%
IVE iShares S&P 500 Value ETF 0.09% 3,705 $841K Add +5.9%
KLAC KLA Corp. 0.09% 2,750 $830K No change
AVY Avery Dennison Corp. 0.09% 5,002 $812K Add +0.3%
GLDM SPDR Gold Minishares Trust 0.08% 9,151 $727K No change
NOC Northrop Grumman Corp. 0.08% 1,415 $721K Reduce -0.3%
ORCL Oracle Corp. 0.07% 4,800 $703K Add +68.4%
PFE Pfizer Inc. 0.07% 28,658 $690K New
IBB iShares Biotechnology ETF 0.07% 3,600 $685K No change
MAXJ iShares LG Cap Max Buff Jun 0.07% 21,067 $614K Reduce -8.7%
APD Air Products & Chemicals Inc. 0.06% 1,978 $580K Reduce -7.0%
BSY Bentley Systems Inc. Class B 0.06% 18,595 $556K New
CGW Invesco S&P Global Water Ind 0.06% 8,418 $553K No change
IWP iShares Russell Mid-Cap Grow 0.06% 3,738 $547K Reduce -2.1%
PAYX Paychex Inc. 0.06% 5,335 $525K No change
VB Vanguard Most SM-Cap ETF-Usd 0.06% 1,730 $524K No change
ZTS Zoetis Inc. 0.05% 7,177 $516K Reduce -7.4%
VTEB Vanguard Tax-Exempt Bond ETF 0.05% 9,600 $486K No change
RAL Ralliant Corp. 0.05% 6,459 $476K Reduce -40.5%
PH Parker Hannifin Corp. 0.05% 460 $450K Reduce -2.1%
ELV Elevance Health Inc. 0.05% 1,150 $445K No change
MTD Mettler-Toledo International 0.05% 345 $441K No change
HEQT Simplify Hedged Equity ETF 0.05% 13,025 $437K No change
ECML Eucldean Fundmntl Val ETF Ec 0.05% 11,000 $426K New
CI The Cigna Group 0.04% 1,524 $420K No change
STIP iShares 0-5 Year Tips Bond E 0.04% 4,101 $419K No change
BAC Bank of America Corp. 0.04% 7,249 $413K Reduce -1.4%
GLD SPDR Gold Shares 0.04% 1,087 $400K No change
TIP iShares Tips Bond ETF 0.04% 3,484 $381K No change
KO The Coca-Cola Co. 0.04% 4,625 $376K No change
CSCO Cisco Systems Inc. 0.04% 3,172 $373K Reduce -0.8%
NFLX Netflix Inc. 0.04% 5,149 $368K New
AXP American Express Co. 0.04% 1,070 $362K No change
WELL Welltower Inc. 0.04% 1,500 $340K No change
PLD Prologis Inc. 0.04% 2,500 $339K No change
AMGN Amgen Inc. 0.03% 906 $328K No change
IGM iShares Expanded Tech Sector 0.03% 2,000 $327K No change
DMAX iShares LG Cap Max Buff Dec 0.03% 11,800 $323K Reduce -23.1%
CSX CSX Corp. 0.03% 6,775 $322K No change
AGG iShares Core U.S. Aggregate 0.03% 3,250 $322K No change
QQQ Invesco QQQ Trust Series 1 0.03% 420 $309K Reduce -30.0%
ISRG Intuitive Surgical Inc. 0.03% 772 $307K No change
CVS CVS Health Corp. 0.03% 2,900 $300K No change
CL Colgate-Palmolive Co. 0.03% 3,220 $295K No change
ANET Arista Networks Inc. 0.03% 1,600 $272K New
URI United Rentals Inc. 0.03% 225 $255K Reduce -40.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.03% 3,136 $253K No change
AZO AutoZone Inc. 0.03% 79 $252K No change
VLO Valero Energy Corp. 0.03% 961 $250K Reduce -5.0%
VLTO Veralto Corp. 0.03% 2,802 $248K Reduce -3.0%
VTI VG Morningstar TS MKT ETF-US 0.03% 647 $239K No change
VCIT Vanguard Int-Term Corporate 0.03% 2,875 $238K No change
ICE Intercontinental Exchange Inc. 0.03% 1,928 $237K No change
EFA iShares MSCI Eafe ETF 0.03% 2,265 $235K Add +1.1%
FISV Fiserv Inc. 0.02% 4,752 $233K Add +1.7%
CRWD CrowdStrike Holdings Inc. Class A 0.02% 300 $229K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.02% 1,486 $225K Add +7.2%
NXPI NXP Semiconductors NV 0.02% 800 $225K Reduce -44.8%
WAT Waters Corp. 0.02% 581 $218K New
AMD Advanced Micro Devices 0.02% 369 $215K New
BKNG Booking Holdings Inc. 0.02% 1,200 $214K Reduce -7.7%
STTK Shattuck Labs Inc. 0.02% 30,000 $208K New
EPD Enterprise Products Partners 0.02% 5,600 $206K No change
NYF iShares New York Muni Bond E 0.02% 3,800 $205K No change
MAR Marriott International Class A 0.02% 550 $204K New
MCD McDonald's Corp. 0.02% 746 $202K No change
ACN Accenture PLC Class A 0.02% 1,615 $201K No change
ARRY Array Technologies Inc. 0.01% 12,100 $90K Reduce -22.4%

Portfolio Sells Q1 2026 → Q2 2026
XOM Exxon Mobil Corp. Reduce -1.7% 1.65% −0.59
INTU Intuit Inc. Reduce -5.9% 0.60% −0.54
COST Costco Wholesale Corp. Reduce -2.8% 2.37% −0.42
CRM Salesforce Inc. Reduce -2.0% 0.98% −0.30
ADBE Adobe Inc. Reduce -39.9% 0.25% −0.28
NEE Nextera Energy Inc. Reduce -2.4% 1.58% −0.26
IEF iShares 7-10 Year Treasury B Reduce -7.2% 1.27% −0.21
ORLY O'reilly Automotive Inc. Reduce -2.8% 1.91% −0.21
MSFT Microsoft Corp. Reduce -1.2% 2.24% −0.18
STE Steris PLC Reduce -3.3% 1.04% −0.17
MRK Merck & Co. Inc. Reduce -9.7% 1.50% −0.17
AMT American Tower Corp. Reduce -5.4% 0.84% −0.17
SPGI S&P Global Inc. Reduce -2.5% 1.09% −0.16
DHR Danaher Corp. Reduce -2.7% 1.35% −0.13
EQIX Equinix Inc. Reduce -7.3% 1.27% −0.11
FTV Fortive Corp. Reduce -40.2% 0.18% −0.11
XYL Xylem Inc. Reduce -2.2% 1.01% −0.11
CVX Chevron Corp. Reduce -7.4% 0.24% −0.11
CEG Constellation Energy Reduce -5.9% 0.38% −0.11
SPY SS SPDR S&P 500 ETF Trust-US Reduce -28.0% 0.30% −0.09
USFR Wisdomtree Floating Rate Tre Reduce -23.9% 0.21% −0.09
BR Broadridge Financial Solutio Reduce -8.4% 0.21% −0.08
ABT Abbott Laboratories Reduce -1.8% 0.31% −0.07
ROL Rollins Inc. Reduce -0.2% 0.18% −0.07
VCSH Vanguard S/T Corp. Bond ETF Reduce -6.1% 0.44% −0.07
ECL Ecolab Inc. Reduce -3.7% 0.85% −0.06
MSCI MSCI Inc. Reduce -3.9% 0.71% −0.05
ZTS Zoetis Inc. Reduce -7.4% 0.05% −0.05
RNR Renaissancere Holdings Ltd. Reduce -29.7% 0.11% −0.05
XHLF Bondbloxx BBG 6 MTH US Treas Sold out 0.00% −0.05
APTV Aptiv PLC Reduce -1.4% 0.19% −0.04
ROP Roper Technologies Inc. Reduce -8.3% 0.20% −0.04
CB Chubb Ltd. Reduce -3.6% 0.60% −0.04
MDY State Street SPDR S&P Midcap Reduce -28.1% 0.13% −0.04
RTX RTX Corp. Reduce -7.8% 0.21% −0.04
NOC Northrop Grumman Corp. Reduce -0.3% 0.08% −0.03
XPO Xpo Inc. Reduce -18.2% 0.13% −0.03
DVY iShares Select Dividend ETF Sold out 0.00% −0.03
ODFL Old Dominion Freight Line Reduce -7.8% 0.56% −0.03
LOW Lowe's Cos Inc. Reduce -1.0% 0.17% −0.03
NKE Nike Inc. Class B Sold out 0.00% −0.03
HD Home Depot Inc. Reduce -9.4% 0.26% −0.03
IGSB iShares 1-5Y Inv Grade Corp. Sold out 0.00% −0.03
EPAM Epam Systems Inc. Sold out 0.00% −0.02
JPM JPMorgan Chase & Co. Reduce -4.4% 2.38% −0.02
TMO Thermo Fisher Scientific Inc. Reduce -1.0% 0.27% −0.02
MKC McCormick & Co.-Non VTG SHRS Reduce -0.9% 0.19% −0.02
DMAX iShares LG Cap Max Buff Dec Reduce -23.1% 0.03% −0.01
APD Air Products & Chemicals Inc. Reduce -7.0% 0.06% −0.01
DIS The Walt Disney Co. Reduce -1.6% 0.10% −0.01

Portfolio Buys Q1 2026 → Q2 2026
APH Amphenol Corp. Class A Add +87.4% 0.65% +0.38
LLY Eli Lilly & Co. Add +0.4% 1.66% +0.30
BMI Badger Meter Inc. New 0.29% +0.29
NVDA Nvidia Corp. Add +10.7% 1.73% +0.27
UBER Uber Technologies Inc. Add +92.1% 0.45% +0.20
ETN Eaton Corp. PLC Add +1.0% 1.21% +0.13
WCN Waste Connections Inc. Add +20.3% 0.74% +0.10
PFE Pfizer Inc. New 0.07% +0.07
JNJ Johnson & Johnson Add +25.4% 0.36% +0.06
BSY Bentley Systems Inc. Class B New 0.06% +0.06
IBM Intl Business Machines Corp. Add +98.2% 0.11% +0.06
AVDV Avantis Intl S/C Value ETF Add +48.3% 0.18% +0.05
PAAA Pgim Aaa Clo ETF Add +15.8% 0.65% +0.05
IQLT iShares MSCI International Q Add +4.5% 1.10% +0.05
ECML Eucldean Fundmntl Val ETF Ec New 0.05% +0.05
IGV iShares Expanded Tech-Softwa Add +44.8% 0.12% +0.04
NFLX Netflix Inc. New 0.04% +0.04
ISHG iShares -3 Year Internationa Add +27.1% 0.21% +0.03
MRSH Marsh & McLennan Cos Add +39.0% 0.15% +0.03
ANET Arista Networks Inc. New 0.03% +0.03
ORCL Oracle Corp. Add +68.4% 0.07% +0.03
CRWD CrowdStrike Holdings Inc. Class A New 0.02% +0.02
WAT Waters Corp. New 0.02% +0.02
AMD Advanced Micro Devices New 0.02% +0.02
BSX Boston Scientific Corp. Add +78.5% 0.19% +0.02
STTK Shattuck Labs Inc. New 0.02% +0.02
MAR Marriott International Class A New 0.02% +0.02
AVUV Avantis US Small Cap Value Add +7.8% 0.13% +0.02
IVW iShares S&P 500 Growth ETF Add +0.2% 0.11% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +3.5% 1.37% +0.01
IVE iShares S&P 500 Value ETF Add +5.9% 0.09% +0.01
ADP Automatic Data Processing Add +1.4% 0.11% +0.00
EFA iShares MSCI Eafe ETF Add +1.1% 0.03% +0.00
TJX TJX Companies Inc. Add +7.2% 0.02% −0.00
FISV Fiserv Inc. Add +1.7% 0.02% −0.01
BLK BlackRock Inc. Add +1.9% 0.12% −0.01
MA Mastercard Inc. Class A Add +0.6% 0.22% −0.01
PG The Procter & Gamble Co. Add +0.4% 0.22% −0.01
AVY Avery Dennison Corp. Add +0.3% 0.09% −0.01
EOG EOG Resources Inc. Add +2.7% 0.13% −0.02
META Meta Platforms Inc. Class A Add +4.5% 0.87% −0.04
PEP Pepsico Inc. Add +13.7% 0.58% −0.05
MDLZ Mondelez International Inc. Class A Add +0.2% 0.75% −0.05
VGIT Vanguard Intermediate-Term T Add +3.6% 1.11% −0.05
AWK American Water Works Co. Inc. Add +2.9% 0.70% −0.06
EXC Exelon Corp. Add +1.1% 0.49% −0.06
KR Kroger Co. Add +0.1% 0.15% −0.06
VGSH Vanguard Short-Term Treasury Add +0.3% 1.14% −0.09
VRSK Verisk Analytics Inc. Add +2.5% 0.89% −0.10
SYK Stryker Corp. Add +0.3% 0.82% −0.10

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 170$941.9MGOOGL, AAPL, AMZN, AVGO, IVV
Q1 2026 164$876.9MGOOGL, AAPL, AMZN, AVGO, IVV
Q4 2025 163$941.8MGOOGL, AAPL, AMZN, AVGO, IVV
Q3 2025 166$925.3MAAPL, GOOGL, AMZN, AVGO, IVV
Q2 2025 161$890.3MAMZN, AAPL, GOOGL, AVGO, IVV
Q1 2025 156$856.0MAAPL, AMZN, GOOGL, IVV, V
Q4 2024 158$905.1MAAPL, AMZN, GOOGL, AVGO, IVV
Q3 2024 166$905.0MAAPL, AMZN, GOOGL, IVV, AVGO
Q2 2024 164$860.7MAAPL, AMZN, GOOGL, IVV, MSFT
Q1 2024 167$867.1MAMZN, AAPL, GOOGL, IVV, MSFT