Beaton Management Co. Inc. Top Holdings and 13F Report (2026)

About Beaton Management Co. Inc.

Investment Activity

Beaton Management Co. Inc. has $224.57 thousand in total holdings as of March 31, 2026.
Beaton Management Co. Inc. owns shares of 146 different stocks, but just 56 companies or ETFs make up 80% of its holdings.
Approximately 0.87% of the portfolio was purchased this quarter.
About 1.36% of the portfolio was sold this quarter.
This quarter, Beaton Management Co. Inc. has purchased 149 new stocks and bought additional shares in 13 stocks.
Beaton Management Co. Inc. sold shares of 36 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

NVIDIA: $10,348
Apple: $7,565
ExxonMobil: $7,112
JPMorgan Chase & Co.: $6,342
Microsoft: $6,063

Largest New Holdings this Quarter

025816109 - American Express: $1,231 Holding
038222105 - Applied Materials: $205 Holding

Largest Purchases this Quarter

American Express: 4,071 shares (about $1.23K)
Applied Materials: 600 shares (about $205.00)
iShares Russell 2000 ETF: 625 shares (about $155.09)
iShares S&P 500 Growth ETF: 724 shares (about $81.85)
Costco Wholesale: 65 shares (about $64.77)

Largest Sales this Quarter

Generac: 1,925 shares (about $376.12)
ExxonMobil: 1,700 shares (about $288.41)
ConocoPhillips: 1,000 shares (about $131.99)
Warner Bros. Discovery: 3,000 shares (about $82.56)
JPMorgan Chase & Co.: 245 shares (about $72.06)

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	$10,348	$70 â–¼	-0.7%	59,336	4.6%	Computer and Technology
AAPL Apple	$7,565	$57 â–¼	-0.7%	29,807	3.4%	Computer and Technology
XOM ExxonMobil	$7,112	$288 â–¼	-3.9%	41,921	3.2%	Energy
JPM JPMorgan Chase & Co.	$6,342	$72 â–¼	-1.1%	21,561	2.8%	Finance
MSFT Microsoft	$6,063	$43 â–¼	-0.7%	16,379	2.7%	Computer and Technology
TD Toronto Dominion Bank	$5,719	$18 â–¼	-0.3%	61,295	2.5%	Finance
AMZN Amazon.com	$5,586	$12 â–¼	-0.2%	26,822	2.5%	Retail/Wholesale
ORLY O'Reilly Automotive	$5,474	$11 â–¼	-0.2%	59,300	2.4%	Retail/Wholesale
META Meta Platforms	$5,442	$57 â–²	1.1%	9,512	2.4%	Computer and Technology
LLY Eli Lilly and Company	$5,414	$23 â–¼	-0.4%	5,886	2.4%	Medical
JNJ Johnson & Johnson	$5,226	$3 â–¼	-0.1%	21,378	2.3%	Medical
CVX Chevron	$4,473	$44 â–¼	-1.0%	21,617	2.0%	Energy
GOOGL Alphabet	$4,446	$19 â–²	0.4%	15,462	2.0%	Computer and Technology
BRK.A Berkshire Hathaway	$4,309		0.0%	6	1.9%	Finance
CAT Caterpillar	$4,062	$35 â–¼	-0.9%	5,733	1.8%	Industrials
PG Procter & Gamble	$4,027	$19 â–¼	-0.5%	27,880	1.8%	Consumer Staples
BAC Bank of America	$3,958		0.0%	81,195	1.8%	Finance
PEP PepsiCo	$3,947	$22 â–¼	-0.6%	25,416	1.8%	Consumer Staples
QQQ Invesco QQQ	$3,818	$58 â–¼	-1.5%	6,615	1.7%	Finance
RTX RTX	$3,705	$56 â–¼	-1.5%	19,208	1.6%	Aerospace
COST Costco Wholesale	$3,618	$65 â–²	1.8%	3,631	1.6%	Retail/Wholesale
DE Deere & Company	$3,501	$11 â–¼	-0.3%	6,216	1.6%	Industrials
TMO Thermo Fisher Scientific	$3,374	$20 â–¼	-0.6%	6,863	1.5%	Medical
APH Amphenol	$2,982		0.0%	23,600	1.3%	Computer and Technology
HD Home Depot	$2,956	$33 â–¼	-1.1%	8,988	1.3%	Retail/Wholesale
HON Honeywell International	$2,894		0.0%	12,803	1.3%	Multi-Sector Conglomerates
PM Philip Morris International	$2,819		0.0%	17,050	1.3%	Consumer Staples
GE GE Aerospace	$2,669		0.0%	9,405	1.2%	Aerospace
MRK Merck & Co., Inc.	$2,609	$36 â–¼	-1.4%	21,687	1.2%	Medical
IWF iShares Russell 1000 Growth ETF	$2,557		0.0%	5,996	1.1%	ETF
NOC Northrop Grumman	$2,515		0.0%	3,686	1.1%	Aerospace
WALMART INC	$2,288	$37 â–²	1.7%	18,407	1.0%	Common
DIS Walt Disney	$2,265	$10 â–¼	-0.4%	23,505	1.0%	Consumer Discretionary
ABBV AbbVie	$2,255	$11 â–¼	-0.5%	10,366	1.0%	Medical
STT State Street	$2,249		0.0%	17,770	1.0%	Finance
SPY SPDR S&P 500 ETF Trust	$1,922		0.0%	2,955	0.9%	Finance
LMT Lockheed Martin	$1,906	$3 â–¼	-0.2%	3,153	0.8%	Aerospace
NEE NextEra Energy	$1,817	$13 â–¼	-0.7%	19,565	0.8%	Utilities
VZ Verizon Communications	$1,761		0.0%	35,088	0.8%	Computer and Technology
MMM 3M	$1,667		0.0%	11,475	0.7%	Multi-Sector Conglomerates
BA Boeing	$1,649		0.0%	8,284	0.7%	Aerospace
V Visa	$1,576		0.0%	5,214	0.7%	Business Services
RSP Invesco S&P 500 Equal Weight ETF	$1,569		0.0%	8,174	0.7%	ETF
TSLA Tesla	$1,532	$37 â–²	2.5%	4,120	0.7%	Auto/Tires/Trucks
KO CocaCola	$1,512		0.0%	19,881	0.7%	Consumer Staples
GS The Goldman Sachs Group	$1,480		0.0%	1,750	0.7%	Finance
MCD McDonald's	$1,468		0.0%	4,724	0.7%	Retail/Wholesale
BMY Bristol Myers Squibb	$1,417		0.0%	23,369	0.6%	Medical
NVS Novartis	$1,355		0.0%	8,873	0.6%	Medical
T AT&T	$1,342	$0 â–²	0.0%	46,308	0.6%	Computer and Technology
PFE Pfizer	$1,308		0.0%	46,565	0.6%	Medical
BRK.B Berkshire Hathaway	$1,235		0.0%	2,578	0.5%	Finance
AXP American Express	$1,231	$1,231 â–²	New Holding	4,071	0.5%	Finance
IBM International Business Machines	$1,215		0.0%	5,014	0.5%	Computer and Technology
AMGN Amgen	$1,199		0.0%	3,409	0.5%	Medical
LOW Lowe's Companies	$1,149		0.0%	4,861	0.5%	Retail/Wholesale
LITE Lumentum	$1,138		0.0%	1,620	0.5%	Computer and Technology
FDX FedEx	$1,110		0.0%	3,117	0.5%	Transportation
CSCO Cisco Systems	$1,087		0.0%	14,006	0.5%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$1,041		0.0%	7,830	0.5%	ETF
INTC Intel	$1,032	$9 â–¼	-0.8%	23,382	0.5%	Computer and Technology
USD ProShares Ultra Semiconductors	$1,006		0.0%	20,980	0.4%	ETF
ORCL Oracle	$1,005		0.0%	6,829	0.4%	Computer and Technology
ROK Rockwell Automation	$993		0.0%	2,768	0.4%	Computer and Technology
LINDE PLC NEW EUR	$934		0.0%	1,883	0.4%	Common
MDLZ Mondelez International	$887		0.0%	15,381	0.4%	Consumer Staples
WEC WEC Energy Group	$878		0.0%	7,584	0.4%	Utilities
HCA HCA Healthcare	$875		0.0%	1,850	0.4%	Medical
DDM ProShares Ultra Dow30	$874		0.0%	16,800	0.4%	ETF
NKE NIKE	$852		0.0%	16,121	0.4%	Consumer Discretionary
XLI Industrial Select Sector SPDR Fund	$829		0.0%	5,126	0.4%	ETF
COP ConocoPhillips	$819	$132 â–¼	-13.9%	6,205	0.4%	Energy
MA Mastercard	$790		0.0%	1,582	0.4%	Business Services
WFC Wells Fargo & Company	$784		0.0%	9,850	0.3%	Finance
IWM iShares Russell 2000 ETF	$769	$155 â–²	25.3%	3,099	0.3%	Finance
GOOG Alphabet	$736	$16 â–¼	-2.1%	2,567	0.3%	Computer and Technology
NDAQ Nasdaq	$662		0.0%	7,800	0.3%	Finance
CI Cigna Group	$648		0.0%	2,430	0.3%	Medical
ADBE Adobe	$645		0.0%	2,654	0.3%	Computer and Technology
RS Reliance	$608		0.0%	2,000	0.3%	Basic Materials
IGM iShares Expanded Tech Sector ETF	$587	$12 â–²	2.1%	4,950	0.3%	ETF
SHEL Shell	$576	$19 â–¼	-3.1%	6,190	0.3%	Energy
UFPT UFP Technologies	$571		0.0%	2,950	0.3%	Industrials
CBRE CBRE Group	$555		0.0%	4,100	0.2%	Finance
XLV Health Care Select Sector SPDR Fund	$547		0.0%	3,729	0.2%	ETF
NSC Norfolk Southern	$540		0.0%	1,880	0.2%	Transportation
NOW ServiceNow	$536		0.0%	5,125	0.2%	Computer and Technology
CVS CVS Health	$529		0.0%	7,360	0.2%	Medical
SYY Sysco	$517		0.0%	7,247	0.2%	Consumer Staples
PSX Phillips 66	$512		0.0%	2,808	0.2%	Energy
TE CONNECTIVITY PLC	$509		0.0%	2,436	0.2%	Common
EMR Emerson Electric	$504		0.0%	3,845	0.2%	Industrials
PWR Quanta Services	$494		0.0%	900	0.2%	Construction
ETN Eaton	$486	$18 â–²	3.8%	1,359	0.2%	Industrials
NFLX Netflix	$479		0.0%	4,980	0.2%	Consumer Discretionary
AWK American Water Works	$470	$10 â–¼	-2.1%	3,450	0.2%	Utilities
QTEC First Trust NASDAQ-100 Technology Sector Index Fund	$464		0.0%	2,150	0.2%	Manufacturing
XLB Materials Select Sector SPDR Fund	$463		0.0%	9,260	0.2%	ETF
DD DuPont de Nemours	$458		0.0%	9,999	0.2%	Basic Materials
C Citigroup	$450	$11 â–²	2.6%	3,966	0.2%	Financial Services

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Beaton Management Co. Inc. Top Holdings and 13F Report (2026)

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

Popular Tools

Financial Calendars

Terms & Info

Beaton Management Co. Inc. Top Holdings and 13F Report (2026)

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