Beaton Management Co. Inc. Top Holdings and 13F Report (2025)

About Beaton Management Co. Inc.

Investment Activity

Beaton Management Co. Inc. has $198.36 thousand in total holdings as of December 31, 2024.
Beaton Management Co. Inc. owns shares of 134 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
Approximately 0.86% of the portfolio was purchased this quarter.
About 1.68% of the portfolio was sold this quarter.
This quarter, Beaton Management Co. Inc. has purchased 135 new stocks and bought additional shares in 14 stocks.
Beaton Management Co. Inc. sold shares of 32 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

NVIDIA: $8,950
Apple: $7,832
Microsoft: $7,667
Amazon.com: $5,977
Meta Platforms: $5,440

Largest New Holdings this Quarter

First Trust Senior Loan ETF: $388 Holding
Marvell Technology: $244 Holding

Largest Purchases this Quarter

ProShares Ultra Semiconductors: 6,210 shares (about $404.50)
First Trust Senior Loan ETF: 8,400 shares (about $388.00)
Marvell Technology: 2,213 shares (about $244.00)
Exxon Mobil: 1,733 shares (about $189.18)
SPDR S&P 500 ETF Trust: 240 shares (about $140.68)

Largest Sales this Quarter

CVS Health: 2,471 shares (about $1.11K)
Toronto-Dominion Bank: 6,855 shares (about $364.98)
Costco Wholesale: 240 shares (about $219.92)
NVIDIA: 1,465 shares (about $196.74)
Clorox: 1,000 shares (about $162.32)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$8,950	$197 ▼	-2.2%	66,645	4.5%	Computer and Technology
AAPL Apple	$7,832	$86 ▼	-1.1%	31,277	3.9%	Computer and Technology
MSFT Microsoft	$7,667	$59 ▼	-0.8%	18,189	3.9%	Computer and Technology
AMZN Amazon.com	$5,977	$22 ▼	-0.4%	27,242	3.0%	Retail/Wholesale
META Meta Platforms	$5,440		0.0%	9,290	2.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$5,272	$6 ▼	-0.1%	21,992	2.7%	Finance
XOM Exxon Mobil	$5,077	$189 ▲	3.9%	46,509	2.6%	Energy
PG Procter & Gamble	$4,817	$17 ▼	-0.3%	28,733	2.4%	Consumer Staples
ORLY O'Reilly Automotive	$4,776		0.0%	4,028	2.4%	Retail/Wholesale
LLY Eli Lilly and Company	$4,563	$127 ▲	2.9%	5,911	2.3%	Medical
PEP PepsiCo	$4,121		0.0%	27,098	2.1%	Consumer Staples
BRK.A Berkshire Hathaway	$4,086		0.0%	6	2.1%	Finance
TD Toronto-Dominion Bank	$4,029	$365 ▼	-8.3%	75,672	2.0%	Finance
CVS CVS Health	$4,000	$1,109 ▼	-21.7%	8,911	2.0%	Medical
HD Home Depot	$3,705	$58 ▼	-1.5%	9,526	1.9%	Retail/Wholesale
BAC Bank of America	$3,627	$10 ▼	-0.3%	82,526	1.8%	Finance
TMO Thermo Fisher Scientific	$3,602		0.0%	6,923	1.8%	Medical
QQQ Invesco QQQ	$3,557	$13 ▲	0.4%	6,957	1.8%	Finance
COST Costco Wholesale	$3,418	$220 ▼	-6.0%	3,730	1.7%	Retail/Wholesale
JNJ Johnson & Johnson	$3,171	$30 ▼	-0.9%	21,927	1.6%	Medical
CVX Chevron	$3,071		0.0%	21,201	1.5%	Energy
GOOGL Alphabet	$3,005		0.0%	15,876	1.5%	Computer and Technology
HON Honeywell International	$2,914		0.0%	12,899	1.5%	Multi-Sector Conglomerates
DIS Walt Disney	$2,691		0.0%	24,169	1.4%	Consumer Discretionary
DE Deere & Company	$2,660		0.0%	6,279	1.3%	Industrials
IWF iShares Russell 1000 Growth ETF	$2,473		0.0%	6,159	1.2%	ETF
RTX RTX	$2,245	$6 ▼	-0.3%	19,396	1.1%	Aerospace
PM Philip Morris International	$2,094		0.0%	17,400	1.1%	Consumer Staples
CAT Caterpillar	$2,051		0.0%	5,653	1.0%	Industrials
MRK Merck & Co., Inc.	$1,899	$7 ▼	-0.4%	19,087	1.0%	Medical
ABBV AbbVie	$1,875	$21 ▲	1.1%	10,550	0.9%	Medical
STT State Street	$1,754	$20 ▼	-1.1%	17,870	0.9%	Finance
NOC Northrop Grumman	$1,753	$23 ▼	-1.3%	3,736	0.9%	Aerospace
SPY SPDR S&P 500 ETF Trust	$1,752	$141 ▲	8.7%	2,989	0.9%	Finance
V Visa	$1,679		0.0%	5,314	0.8%	Business Services
WMT Walmart	$1,677		0.0%	18,557	0.8%	Retail/Wholesale
APH Amphenol	$1,639		0.0%	23,600	0.8%	Computer and Technology
GE General Electric	$1,578		0.0%	9,462	0.8%	Transportation
TSLA Tesla	$1,567		0.0%	3,881	0.8%	Auto/Tires/Trucks
LMT Lockheed Martin	$1,558		0.0%	3,207	0.8%	Aerospace
RSP Invesco S&P 500 Equal Weight ETF	$1,526	$35 ▲	2.4%	8,707	0.8%	ETF
BA Boeing	$1,453		0.0%	8,209	0.7%	Aerospace
NEE NextEra Energy	$1,412		0.0%	19,700	0.7%	Utilities
VZ Verizon Communications	$1,408	$6 ▲	0.4%	35,215	0.7%	Computer and Technology
MMM 3M	$1,397		0.0%	10,825	0.7%	Multi-Sector Conglomerates
MCD McDonald's	$1,392		0.0%	4,801	0.7%	Retail/Wholesale
BRK.B Berkshire Hathaway	$1,353	$66 ▼	-4.6%	2,985	0.7%	Finance
NKE NIKE	$1,267	$4 ▲	0.3%	16,748	0.6%	Consumer Discretionary
LOW Lowe's Companies	$1,255		0.0%	5,086	0.6%	Retail/Wholesale
KO Coca-Cola	$1,238	$1 ▼	-0.1%	19,886	0.6%	Consumer Staples
ADBE Adobe	$1,232	$44 ▲	3.7%	2,770	0.6%	Computer and Technology
ORCL Oracle	$1,228		0.0%	7,369	0.6%	Computer and Technology
PFE Pfizer	$1,224	$4 ▲	0.3%	46,150	0.6%	Medical
BMY Bristol-Myers Squibb	$1,195	$40 ▲	3.4%	21,124	0.6%	Medical
IBM International Business Machines	$1,124	$48 ▼	-4.1%	5,114	0.6%	Computer and Technology
T AT&T	$1,123		0.0%	49,319	0.6%	Computer and Technology
NOW ServiceNow	$1,087		0.0%	1,025	0.5%	Computer and Technology
GS The Goldman Sachs Group	$1,002		0.0%	1,750	0.5%	Finance
MDLZ Mondelez International	$979	$8 ▼	-0.8%	16,557	0.5%	Consumer Staples
FDX FedEx	$933		0.0%	3,317	0.5%	Transportation
AMGN Amgen	$909		0.0%	3,486	0.5%	Medical
NVS Novartis	$863		0.0%	8,873	0.4%	Medical
COP ConocoPhillips	$848		0.0%	8,551	0.4%	Energy
MA Mastercard	$833		0.0%	1,582	0.4%	Business Services
DDM ProShares Ultra Dow30	$820	$10 ▼	-1.1%	8,600	0.4%	ETF
USD ProShares Ultra Semiconductors	$809	$405 ▲	100.0%	12,420	0.4%	ETF
CSCO Cisco Systems	$792		0.0%	13,380	0.4%	Computer and Technology
ROK Rockwell Automation	$791	$14 ▼	-1.8%	2,768	0.4%	Computer and Technology
LINDE PLC NEW EUR	$788		0.0%	1,883	0.4%	Common
DD DuPont de Nemours	$775		0.0%	10,167	0.4%	Basic Materials
UFPT UFP Technologies	$734	$21 ▼	-2.8%	3,000	0.4%	Industrials
CLX Clorox	$729	$162 ▼	-18.2%	4,491	0.4%	Consumer Staples
WEC WEC Energy Group	$713		0.0%	7,584	0.4%	Utilities
WFC Wells Fargo & Company	$695		0.0%	9,900	0.4%	Finance
CI The Cigna Group	$682		0.0%	2,471	0.3%	Medical
XLI Industrial Select Sector SPDR Fund	$675		0.0%	5,126	0.3%	ETF
ALL Allstate	$647		0.0%	3,358	0.3%	Finance
SYY Sysco	$605		0.0%	7,913	0.3%	Consumer Staples
NDAQ Nasdaq	$603		0.0%	7,800	0.3%	Finance
GIS General Mills	$597		0.0%	9,354	0.3%	Consumer Staples
GNRC Generac	$562		0.0%	3,625	0.3%	Industrials
GOOG Alphabet	$557		0.0%	2,927	0.3%	Computer and Technology
HCA HCA Healthcare	$555		0.0%	1,850	0.3%	Medical
IWM iShares Russell 2000 ETF	$540		0.0%	2,445	0.3%	Finance
RS Reliance	$539		0.0%	2,000	0.3%	Basic Materials
CBRE CBRE Group	$538		0.0%	4,100	0.3%	Finance
CRM Salesforce	$527		0.0%	1,575	0.3%	Computer and Technology
WAT Waters	$520		0.0%	1,402	0.3%	Medical
INTC Intel	$507	$42 ▲	8.9%	25,282	0.3%	Computer and Technology
AMP Ameriprise Financial	$485		0.0%	910	0.2%	Finance
EMR Emerson Electric	$477		0.0%	3,845	0.2%	Industrials
IGM iShares Expanded Tech Sector ETF	$475		0.0%	4,650	0.2%	ETF
KMB Kimberly-Clark	$471		0.0%	3,591	0.2%	Consumer Staples
ABT Abbott Laboratories	$460	$6 ▼	-1.3%	4,069	0.2%	Medical
NSC Norfolk Southern	$441		0.0%	1,880	0.2%	Transportation
AWK American Water Works	$439		0.0%	3,525	0.2%	Utilities
CMCSA Comcast	$426		0.0%	11,346	0.2%	Consumer Discretionary
UNH UnitedHealth Group	$420		0.0%	831	0.2%	Medical
QTEC First Trust NASDAQ 100 Technology Index Fund	$405		0.0%	2,150	0.2%	Manufacturing
SHEL Shell	$404		0.0%	6,450	0.2%	Energy

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Beaton Management Co. Inc. Top Holdings and 13F Report (2025)

About Beaton Management Co. Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Beaton Management Co. Inc. Top Holdings and 13F Report (2025)

About Beaton Management Co. Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBeaton Management Co. Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools