Beaton Management Co. Inc. Top Holdings and 13F Report (2025) About Beaton Management Co. Inc.Investment ActivityBeaton Management Co. Inc. has $204.72 thousand in total holdings as of June 30, 2025.Beaton Management Co. Inc. owns shares of 135 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 3.21% of the portfolio was purchased this quarter.About 1.70% of the portfolio was sold this quarter.This quarter, Beaton Management Co. Inc. has purchased 138 new stocks and bought additional shares in 24 stocks.Beaton Management Co. Inc. sold shares of 39 stocks and completely divested from 6 stocks this quarter.Largest Holdings NVIDIA $9,603Microsoft $8,227Meta Platforms $6,825JPMorgan Chase & Co. $6,368Apple $6,263 Largest New Holdings this Quarter 24703L202 - Dell Technologies $263 Holding929160109 - Vulcan Materials $212 Holding126408103 - CSX $206 Holding Largest Purchases this Quarter O'Reilly Automotive 56,392 shares (about $5.08K)Dell Technologies 2,143 shares (about $263.00)Chevron 1,500 shares (about $214.77)Vulcan Materials 812 shares (about $212.00)CSX 6,315 shares (about $206.00) Largest Sales this Quarter Microsoft 1,246 shares (about $619.80)NVIDIA 1,850 shares (about $292.27)Toronto Dominion Bank 2,714 shares (about $199.36)PepsiCo 840 shares (about $110.92)NIKE 1,100 shares (about $78.15) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeaton Management Co. Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$9,603$292 ▼-3.0%60,7854.7%Computer and TechnologyMSFTMicrosoft$8,227$620 ▼-7.0%16,5394.0%Computer and TechnologyMETAMeta Platforms$6,825$6 ▼-0.1%9,2473.3%Computer and TechnologyJPMJPMorgan Chase & Co.$6,3680.0%21,9673.1%FinanceAAPLApple$6,263$46 ▼-0.7%30,5273.1%Computer and TechnologyAMZNAmazon.com$5,955$22 ▲0.4%27,1422.9%Retail/WholesaleORLYO'Reilly Automotive$5,446$5,083 ▲1,400.0%60,4202.7%Retail/WholesaleTDToronto Dominion Bank$5,058$199 ▼-3.8%68,8582.5%FinanceXOMExxon Mobil$4,777$34 ▼-0.7%44,3182.3%EnergyLLYEli Lilly and Company$4,6080.0%5,9112.3%MedicalPGProcter & Gamble$4,524$42 ▼-0.9%28,3942.2%Consumer StaplesBRK.ABerkshire Hathaway$4,3730.0%62.1%FinanceQQQInvesco QQQ$3,864$18 ▲0.5%7,0051.9%FinanceBACBank of America$3,856$44 ▼-1.1%81,4881.9%FinanceCOSTCostco Wholesale$3,6430.0%3,6801.8%Retail/WholesalePEPPepsiCo$3,441$111 ▼-3.1%26,0581.7%Consumer StaplesHDHome Depot$3,420$55 ▼-1.6%9,3271.7%Retail/WholesaleJNJJohnson & Johnson$3,291$44 ▼-1.3%21,5421.6%MedicalCVXChevron$3,236$215 ▲7.1%22,6011.6%EnergyDEDeere & Company$3,1800.0%6,2541.6%IndustrialsPMPhilip Morris International$3,133$18 ▼-0.6%17,2001.5%Consumer StaplesHONHoneywell International$3,011$7 ▲0.2%12,9291.5%Multi-Sector ConglomeratesDISWalt Disney$2,929$43 ▼-1.5%23,6191.4%Consumer DiscretionaryRTXRTX$2,876$44 ▲1.5%19,6961.4%AerospaceGOOGLAlphabet$2,810$12 ▲0.4%15,9461.4%Computer and TechnologyTMOThermo Fisher Scientific$2,799$8 ▼-0.3%6,9031.4%MedicalIWFiShares Russell 1000 Growth ETF$2,562$11 ▲0.4%6,0341.3%ETFGEGE Aerospace$2,421$26 ▼-1.1%9,4051.2%AerospaceAPHAmphenol$2,3310.0%23,6001.1%Computer and TechnologyCATCaterpillar$2,1750.0%5,6031.1%IndustrialsABBVAbbVie$1,935$14 ▲0.7%10,4270.9%MedicalSTTState Street$1,9000.0%17,8700.9%FinanceVVisa$1,8870.0%5,3140.9%Business ServicesNOCNorthrop Grumman$1,8550.0%3,7110.9%AerospaceBABoeing$1,799$63 ▲3.6%8,5840.9%AerospaceSPYSPDR S&P 500 ETF Trust$1,795$46 ▲2.7%2,9050.9%FinanceWMTWalmart$1,771$44 ▼-2.4%18,1070.9%Retail/WholesaleMMM3M$1,747$84 ▲5.0%11,4750.9%Multi-Sector ConglomeratesMRKMerck & Co., Inc.$1,622$16 ▲1.0%20,4870.8%MedicalORCLOracle$1,600$33 ▼-2.0%7,3190.8%Computer and TechnologyVZVerizon Communications$1,528$13 ▲0.8%35,3080.7%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,500$28 ▼-1.8%8,2540.7%ETFLMTLockheed Martin$1,4850.0%3,2070.7%AerospaceIBMInternational Business Machines$1,478$15 ▼-1.0%5,0140.7%Computer and TechnologyTAT&T$1,427$0 ▼0.0%49,3040.7%Computer and TechnologyBRK.BBerkshire Hathaway$1,422$3 ▼-0.2%2,9280.7%FinanceKOCocaCola$1,4070.0%19,8810.7%Consumer StaplesMCDMcDonald's$1,388$15 ▼-1.0%4,7510.7%Retail/WholesaleNEENextEra Energy$1,3680.0%19,7000.7%UtilitiesTSLATesla$1,2960.0%4,0810.6%Auto/Tires/TrucksGSThe Goldman Sachs Group$1,2390.0%1,7500.6%FinancePFEPfizer$1,174$30 ▲2.6%48,4220.6%MedicalLOWLowe's Companies$1,1280.0%5,0860.6%Retail/WholesaleMDLZMondelez International$1,1030.0%16,3570.5%Consumer StaplesNKENIKE$1,089$78 ▼-6.7%15,3280.5%Consumer DiscretionaryNOWServiceNow$1,079$26 ▲2.4%1,0500.5%Computer and TechnologyNVSNovartis$1,0740.0%8,8730.5%MedicalADBEAdobe$1,062$10 ▼-0.9%2,7450.5%Computer and TechnologyBMYBristol Myers Squibb$1,038$5 ▼-0.4%22,4190.5%MedicalCSCOCisco Systems$972$43 ▲4.7%14,0060.5%Computer and TechnologyAMGNAmgen$966$7 ▼-0.7%3,4610.5%MedicalUSDProShares Ultra Semiconductors$941$22 ▲2.4%12,7200.5%ETFROKRockwell Automation$9190.0%2,7680.4%Computer and TechnologyMAMastercard$8890.0%1,5820.4%Business ServicesLINDE PLC NEW EUR$8830.0%1,8830.4%CommonDDMProShares Ultra Dow30$8380.0%8,5500.4%ETFCICigna Group$8170.0%2,4710.4%MedicalWFCWells Fargo & Company$7930.0%9,9000.4%FinanceWECWEC Energy Group$7900.0%7,5840.4%UtilitiesXLIIndustrial Select Sector SPDR Fund$7560.0%5,1260.4%ETFCOPConocoPhillips$747$20 ▼-2.7%8,3230.4%EnergyUFPTUFP Technologies$7320.0%3,0000.4%IndustrialsFDXFedEx$7310.0%3,2170.4%TransportationHCAHCA Healthcare$7090.0%1,8500.3%MedicalNDAQNasdaq$6970.0%7,8000.3%FinanceDDDuPont de Nemours$6900.0%10,0650.3%Basic MaterialsALLAllstate$639$37 ▼-5.5%3,1740.3%FinanceRSReliance$6280.0%2,0000.3%Basic MaterialsSYYSysco$592$8 ▼-1.3%7,8130.3%Consumer StaplesCBRECBRE Group$5740.0%4,1000.3%FinanceABTAbbott Laboratories$560$7 ▲1.2%4,1190.3%MedicalINTCIntel$537$18 ▼-3.2%23,9820.3%Computer and TechnologyIWMiShares Russell 2000 ETF$5280.0%2,4450.3%FinanceCVSCVS Health$527$45 ▼-7.9%7,6410.3%MedicalIGMiShares Expanded Tech Sector ETF$5220.0%4,6500.3%ETFGNRCGenerac$5190.0%3,6250.3%IndustrialsEMREmerson Electric$5130.0%3,8450.3%IndustrialsGOOGAlphabet$5060.0%2,8520.2%Computer and TechnologyNFLXNetflix$4990.0%3730.2%Consumer DiscretionaryAWKAmerican Water Works$4900.0%3,5250.2%UtilitiesAMPAmeriprise Financial$4860.0%9100.2%FinanceNSCNorfolk Southern$4810.0%1,8800.2%TransportationKMBKimberly-Clark$4630.0%3,5910.2%Consumer StaplesQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$4580.0%2,1500.2%ManufacturingSHELShell$4540.0%6,4500.2%EnergyWATWaters$454$35 ▼-7.1%1,3020.2%MedicalTE CONNECTIVITY PLC$4110.0%2,4360.2%CommonFTSLFirst Trust Senior Loan ETF$411$5 ▲1.1%8,9500.2%ManufacturingCMCSAComcast$4050.0%11,3460.2%Consumer DiscretionaryCRMSalesforce$405$27 ▲7.2%1,4850.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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