Beaton Management Co. Inc. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $205 Million distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $9.6M, Microsoft Corp with a value of $8.23M, Meta Platforms, Inc. with a value of $6.83M, Jpmorgan Chase & CO with a value of $6.37M, and Apple Inc. with a value of $6.26M.
Examining the 13F form we can see an increase of $12.1M in the current position value, from $193M to 205M.
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
$205 Million
Technology: $34.1 Million
Financial Services: $30.7 Million
Industrials: $25.2 Million
Healthcare: $23 Million
Consumer Defensive: $21 Million
Consumer Cyclical: $20.5 Million
Communication Services: $16.9 Million
ETFs: $15.5 Million
Other: $16.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
