Beaton Management Co. Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $198 Million distributed in 134 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $8.95M, Apple Inc. with a value of $7.83M, Microsoft Corp with a value of $7.67M, Amazon Com Inc with a value of $5.98M, and Meta Platforms, Inc. with a value of $5.44M.
Examining the 13F form we can see an increase of $666K in the current position value, from $198M to 198M.
Beaton Management Co. Inc. is based out at Haverhill, MA
Below you can find more details about Beaton Management Co. Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$198 Million
Technology: $33.3 Million
Healthcare: $27.1 Million
Financial Services: $26.9 Million
Industrials: $22.1 Million
Consumer Defensive: $21.3 Million
Consumer Cyclical: $20.7 Million
Communication Services: $15 Million
ETFs: $14.7 Million
Other: $16.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions