DIMENSIONAL FUND ADVISORS LP

CIK

354204

City

AUSTIN

State / Country

Stock

MIDD — MIDDLEBY Corp

Top Portfolio Positions

3,142 positions · $470,550,496,304 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	94,521,253	$16,484,506,522	3.50%
AAPL	Apple Inc. Technology	58,554,032	$14,860,427,780	3.16%
MSFT	Microsoft Corp Technology	29,323,744	$10,854,770,313	2.31%
AMZN	Amazon Com Inc Consumer Cyclical	39,029,984	$8,128,774,765	1.73%
META	Meta Platforms, Inc. Communication Services	10,429,812	$5,967,208,338	1.27%
JPM	Jpmorgan Chase & Co Financial Services	18,968,884	$5,579,886,915	1.19%
GOOGL	Alphabet Inc. Communication Services	18,281,276	$5,256,963,724	1.12%
XOM	Exxon Mobil Corp Energy	28,364,314	$4,812,289,511	1.02%
AVGO	Broadcom Inc. Technology	12,722,632	$3,937,781,828	0.84%
JNJ	Johnson & Johnson Healthcare	15,832,514	$3,870,099,719	0.82%

49 quarters · across all stocks

Compact Export CSV

24 of 24 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$147,145,104	1,109,859	-25.3%	Shares	Sole	2026-05-07
2025-12-31	$220,941,458	1,486,120	+1336.2%	Shares	Sole	2026-02-12
2025-09-30	$13,755,463	103,479	-92.1%	Shares	Defined	2025-11-12
2025-06-30	$187,700,976	1,303,479	+5.0%	Shares	Sole	2025-08-12
2025-03-31	$188,657,330	1,241,330	-0.5%	Shares	Sole	2025-05-13
2024-12-31	$168,997,035	1,247,671	+13.7%	Shares	Sole	2025-02-13
2024-09-30	$152,620,320	1,096,962	+21.4%	Shares	Sole	2024-11-07
2024-06-30	$110,759,250	903,346	+43.7%	Shares	Sole	2024-08-09
2024-03-31	$101,110,055	628,833	+1.8%	Shares	Sole	2024-05-10
2023-12-31	$90,947,232	617,974	+2.3%	Shares	Sole	2024-02-07
2023-09-30	$77,355,776	604,342	+1.5%	Shares	Sole	2023-11-09
2023-06-30	$87,999,352	595,274	+3.9%	Shares	Sole	2023-08-09
2023-03-31	$84,001,516	572,959	+3.0%	Shares	Sole	2023-05-12
2022-12-31	$74,496,601	556,360	+2.7%	Shares	Sole	2023-02-09
2022-09-30	$69,431,352	541,713	+4.2%	Shares	Sole	2022-11-10
2022-06-30	$65,147,835	519,686	-1.0%	Shares	Sole	2022-08-12
2022-03-31	$86,052,269	524,901	-2.0%	Shares	Defined	2022-05-13
2021-12-31	$105,352,977	535,439	-0.3%	Shares	Defined	2022-02-09
2021-09-30	$91,617,069	537,312	-0.1%	Shares	Defined	2021-11-12
2021-06-30	$93,216,132	538,013	-14.5%	Shares	Defined	2021-08-12
2021-03-31	$104,312,773	629,338	-5.5%	Shares	Defined	2021-05-14
2020-09-30	$59,715,820	665,654	+10.6%	Shares	Defined	2020-11-12
2020-06-30	$47,529,458	602,096	+25.0%	Shares	Defined	2020-08-13
2020-03-31	$27,396,422	481,653	—	Shares	Defined	2020-05-14
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