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

About Beaton Management Co. Inc.

Investment Activity

Beaton Management Co. Inc. has $192.66 thousand in total holdings as of March 31, 2025.
Beaton Management Co. Inc. owns shares of 138 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
Approximately 1.29% of the portfolio was purchased this quarter.
About 1.90% of the portfolio was sold this quarter.
This quarter, Beaton Management Co. Inc. has purchased 134 new stocks and bought additional shares in 10 stocks.
Beaton Management Co. Inc. sold shares of 43 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Apple: $6,831
NVIDIA: $6,788
Microsoft: $6,676
O'Reilly Automotive: $5,770
JPMorgan Chase & Co.: $5,389

Largest New Holdings this Quarter

718546104 - Phillips 66: $387 Holding
209115104 - Consolidated Edison: $246 Holding
01609W102 - Alibaba Group: $232 Holding
23918K108 - DaVita: $229 Holding
22052L104 - Corteva: $213 Holding

Largest Purchases this Quarter

Phillips 66: 3,131 shares (about $387.00)
Consolidated Edison: 2,223 shares (about $246.00)
Alibaba Group: 1,755 shares (about $232.00)
DaVita: 1,500 shares (about $229.00)
Corteva: 3,390 shares (about $213.00)

Largest Sales this Quarter

Clorox: 3,000 shares (about $442.66)
NVIDIA: 4,010 shares (about $434.58)
Toronto-Dominion Bank: 4,100 shares (about $245.75)
Exxon Mobil: 1,877 shares (about $223.23)
Microsoft: 404 shares (about $151.65)

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
AAPL Apple	$6,831	$117 ▼	-1.7%	30,752	3.5%	Computer and Technology
NVDA NVIDIA	$6,788	$435 ▼	-6.0%	62,635	3.5%	Computer and Technology
MSFT Microsoft	$6,676	$152 ▼	-2.2%	17,785	3.5%	Computer and Technology
ORLY O'Reilly Automotive	$5,770		0.0%	4,028	3.0%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$5,389	$6 ▼	-0.1%	21,967	2.8%	Finance
META Meta Platforms	$5,334	$20 ▼	-0.4%	9,255	2.8%	Computer and Technology
XOM Exxon Mobil	$5,308	$223 ▼	-4.0%	44,632	2.8%	Energy
AMZN Amazon.com	$5,145	$38 ▼	-0.7%	27,042	2.7%	Retail/Wholesale
PG Procter & Gamble	$4,884	$13 ▼	-0.3%	28,658	2.5%	Consumer Staples
LLY Eli Lilly and Company	$4,882		0.0%	5,911	2.5%	Medical
BRK.A Berkshire Hathaway	$4,791		0.0%	6	2.5%	Finance
TD Toronto-Dominion Bank	$4,290	$246 ▼	-5.4%	71,572	2.2%	Finance
PEP PepsiCo	$4,033	$30 ▼	-0.7%	26,898	2.1%	Consumer Staples
JNJ Johnson & Johnson	$3,620	$17 ▼	-0.5%	21,827	1.9%	Medical
CVX Chevron	$3,530	$17 ▼	-0.5%	21,101	1.8%	Energy
COST Costco Wholesale	$3,480	$47 ▼	-1.3%	3,680	1.8%	Retail/Wholesale
HD Home Depot	$3,473	$18 ▼	-0.5%	9,476	1.8%	Retail/Wholesale
TMO Thermo Fisher Scientific	$3,445		0.0%	6,923	1.8%	Medical
BAC Bank of America	$3,440	$4 ▼	-0.1%	82,426	1.8%	Finance
QQQ Invesco QQQ	$3,269	$7 ▲	0.2%	6,972	1.7%	Finance
DE Deere & Company	$2,935	$12 ▼	-0.4%	6,254	1.5%	Industrials
PM Philip Morris International	$2,746	$16 ▼	-0.6%	17,300	1.4%	Consumer Staples
HON Honeywell International	$2,731		0.0%	12,899	1.4%	Multi-Sector Conglomerates
RTX RTX	$2,569		0.0%	19,396	1.3%	Aerospace
GOOGL Alphabet	$2,455		0.0%	15,876	1.3%	Computer and Technology
DIS Walt Disney	$2,366	$20 ▼	-0.8%	23,969	1.2%	Consumer Discretionary
IWF iShares Russell 1000 Growth ETF	$2,170	$54 ▼	-2.4%	6,009	1.1%	ETF
ABBV AbbVie	$2,169	$42 ▼	-1.9%	10,350	1.1%	Medical
GE GE Aerospace	$1,903	$9 ▲	0.5%	9,507	1.0%	Industrials
NOC Northrop Grumman	$1,900	$13 ▼	-0.7%	3,711	1.0%	Aerospace
V Visa	$1,862		0.0%	5,314	1.0%	Business Services
CAT Caterpillar	$1,848	$16 ▼	-0.9%	5,603	1.0%	Industrials
MRK Merck & Co., Inc.	$1,821	$108 ▲	6.3%	20,287	0.9%	Medical
WMT Walmart	$1,629		0.0%	18,557	0.8%	Retail/Wholesale
MMM 3M	$1,604	$15 ▲	0.9%	10,925	0.8%	Multi-Sector Conglomerates
STT State Street	$1,600		0.0%	17,870	0.8%	Finance
VZ Verizon Communications	$1,588	$9 ▼	-0.6%	35,015	0.8%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$1,583	$89 ▼	-5.3%	2,830	0.8%	Finance
BRK.B Berkshire Hathaway	$1,563	$27 ▼	-1.7%	2,935	0.8%	Finance
APH Amphenol	$1,548		0.0%	23,600	0.8%	Computer and Technology
MCD McDonald's	$1,500		0.0%	4,801	0.8%	Retail/Wholesale
RSP Invesco S&P 500 Equal Weight ETF	$1,456	$52 ▼	-3.4%	8,407	0.8%	ETF
LMT Lockheed Martin	$1,433		0.0%	3,207	0.7%	Aerospace
KO Coca-Cola	$1,424	$0 ▼	0.0%	19,881	0.7%	Consumer Staples
BA Boeing	$1,413	$13 ▲	0.9%	8,284	0.7%	Aerospace
NEE NextEra Energy	$1,397		0.0%	19,700	0.7%	Utilities
T AT&T	$1,395		0.0%	49,319	0.7%	Computer and Technology
BMY Bristol-Myers Squibb	$1,373	$85 ▲	6.6%	22,519	0.7%	Medical
IBM International Business Machines	$1,259	$12 ▼	-1.0%	5,064	0.7%	Computer and Technology
PFE Pfizer	$1,196	$26 ▲	2.3%	47,190	0.6%	Medical
LOW Lowe's Companies	$1,186		0.0%	5,086	0.6%	Retail/Wholesale
MDLZ Mondelez International	$1,110	$14 ▼	-1.2%	16,357	0.6%	Consumer Staples
AMGN Amgen	$1,086		0.0%	3,486	0.6%	Medical
ADBE Adobe	$1,062		0.0%	2,770	0.6%	Computer and Technology
TSLA Tesla	$1,058	$52 ▲	5.2%	4,081	0.5%	Auto/Tires/Trucks
ORCL Oracle	$1,044	$14 ▲	1.4%	7,469	0.5%	Computer and Technology
NKE NIKE	$1,043	$20 ▼	-1.9%	16,428	0.5%	Consumer Discretionary
NVS Novartis	$989		0.0%	8,873	0.5%	Medical
GS The Goldman Sachs Group	$956		0.0%	1,750	0.5%	Finance
COP ConocoPhillips	$898		0.0%	8,551	0.5%	Energy
LINDE PLC NEW EUR	$877		0.0%	1,883	0.5%	Common
MA Mastercard	$867		0.0%	1,582	0.5%	Business Services
WEC WEC Energy Group	$827		0.0%	7,584	0.4%	Utilities
CSCO Cisco Systems	$826		0.0%	13,380	0.4%	Computer and Technology
NOW ServiceNow	$816		0.0%	1,025	0.4%	Computer and Technology
CI The Cigna Group	$813		0.0%	2,471	0.4%	Medical
FDX FedEx	$784	$24 ▼	-3.0%	3,217	0.4%	Transportation
DDM ProShares Ultra Dow30	$782	$5 ▼	-0.6%	8,550	0.4%	ETF
DD DuPont de Nemours	$752	$8 ▼	-1.0%	10,065	0.4%	Basic Materials
ROK Rockwell Automation	$715		0.0%	2,768	0.4%	Computer and Technology
WFC Wells Fargo & Company	$711		0.0%	9,900	0.4%	Finance
ALL Allstate	$695		0.0%	3,358	0.4%	Finance
XLI Industrial Select Sector SPDR Fund	$672		0.0%	5,126	0.3%	ETF
HCA HCA Healthcare	$639		0.0%	1,850	0.3%	Medical
UFPT UFP Technologies	$605		0.0%	3,000	0.3%	Industrials
SYY Sysco	$594		0.0%	7,913	0.3%	Consumer Staples
NDAQ Nasdaq	$592		0.0%	7,800	0.3%	Finance
RS Reliance	$578		0.0%	2,000	0.3%	Basic Materials
INTC Intel	$563	$11 ▼	-2.0%	24,782	0.3%	Computer and Technology
CVS CVS Health	$562	$42 ▼	-6.9%	8,297	0.3%	Medical
ABT Abbott Laboratories	$540		0.0%	4,069	0.3%	Medical
CBRE CBRE Group	$536		0.0%	4,100	0.3%	Finance
AWK American Water Works	$520		0.0%	3,525	0.3%	Utilities
WAT Waters	$517		0.0%	1,402	0.3%	Medical
KMB Kimberly-Clark	$511		0.0%	3,591	0.3%	Consumer Staples
USD ProShares Ultra Semiconductors	$501		0.0%	12,420	0.3%	ETF
IWM iShares Russell 2000 ETF	$488		0.0%	2,445	0.3%	Finance
SHEL Shell	$473		0.0%	6,450	0.2%	Energy
GIS General Mills	$470	$90 ▼	-16.0%	7,854	0.2%	Consumer Staples
GNRC Generac	$459		0.0%	3,625	0.2%	Industrials
GOOG Alphabet	$446	$12 ▼	-2.6%	2,852	0.2%	Computer and Technology
NSC Norfolk Southern	$445		0.0%	1,880	0.2%	Transportation
AMP Ameriprise Financial	$441		0.0%	910	0.2%	Finance
UNH UnitedHealth Group	$435		0.0%	831	0.2%	Medical
EMR Emerson Electric	$422		0.0%	3,845	0.2%	Industrials
IGM iShares Expanded Tech Sector ETF	$422		0.0%	4,650	0.2%	ETF
CMCSA Comcast	$419		0.0%	11,346	0.2%	Consumer Discretionary
FTSL First Trust Senior Loan ETF	$404	$21 ▲	5.4%	8,850	0.2%	Manufacturing
DUK Duke Energy	$387	$16 ▼	-4.1%	3,171	0.2%	Utilities
PSX Phillips 66	$387	$387 ▲	New Holding	3,131	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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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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