Institutional Manager · CIK 0001714678
Beaton Management Co. Inc.
HAVERHILL, MA · File #028-18141
Latest AUM
$226,977
Positions
149
Top-10 Concentration
39.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025149 pos · $226,977
- 13F HOLDINGS REPORTQ/E Sep 2025142 pos · $219,916
- 13F HOLDINGS REPORTQ/E Jun 2025135 pos · $204,720
- 13F HOLDINGS REPORTQ/E Mar 2025138 pos · $192,660
- 13F HOLDINGS REPORTQ/E Dec 2024134 pos · $198,359
- 13F HOLDINGS REPORTQ/E Sep 2024135 pos · $197,693
- 13F HOLDINGS REPORTQ/E Jun 2024136 pos · $185,980
- 13F HOLDINGS REPORTQ/E Mar 2024136 pos · $183,685
- 13F HOLDINGS REPORTQ/E Dec 2023130 pos · $153,982
- 13F HOLDINGS REPORTQ/E Sep 2023130 pos · $158,019
- 13F HOLDINGS REPORTQ/E Jun 2023127 pos · $148,152
- 13F HOLDINGS REPORTQ/E Mar 2023126 pos · $149,104
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 59,736 | $11,141 | 6.38% |
| 2 | APPLE INC | AAPL | 30,032 | $8,165 | 4.67% |
| 3 | MICROSOFT CORP | MSFT | 16,494 | $7,977 | 4.57% |
| 4 | JPMORGAN CHASE & CO | VYLD | 21,806 | $7,026 | 4.02% |
| 5 | LILLY ELI & CO | LLY | 5,911 | $6,352 | 3.64% |
| 6 | META PLATFORMS INC CL A | META | 9,412 | $6,213 | 3.56% |
| 7 | AMAZON.COM INC | AMZN | 26,882 | $6,205 | 3.55% |
| 8 | TORONTO DOMINION BK NEW | TORO | 61,489 | $5,792 | 3.31% |
| 9 | O REILLY AUTOMOTIVE INC | 67103H107 | 59,420 | $5,420 | 3.10% |
| 10 | EXXON MOBIL CORP | XOM | 43,621 | $5,249 | 3.00% |
| 11 | ALPHABET INC CL A | GOOG | 15,396 | $4,819 | 2.76% |
| 12 | BERKSHIRE HATHAWAY INC | BRK-A | 6 | $4,529 | 2.59% |
| 13 | BANK OF AMER CORP | 060505104 | 81,195 | $4,466 | 2.56% |
| 14 | JOHNSON & JOHNSON COM | JNJ | 21,392 | $4,427 | 2.53% |
| 15 | INVESCO QQQ TRUST ETF | IVZ | 6,715 | $4,125 | 2.36% |
| 16 | PROCTER & GAMBLE CO | 742718109 | 28,015 | $4,015 | 2.30% |
| 17 | THERMO FISHER SCIENTIFIC | TMO | 6,903 | $4,000 | 2.29% |
| 18 | PEPSICO INC | PEP | 25,558 | $3,668 | 2.10% |
| 19 | RTX CORP | RTX | 19,497 | $3,576 | 2.05% |
| 20 | CHEVRON CORP | CVX | 21,831 | $3,327 | 1.90% |