Beaton Management Co. Inc. Portfolio Holdings
Beaton Management Co. Inc.
- $198 Million
- Q3 2024
Beaton Management Co. Inc. has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $198 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 $8.27M, Microsoft Corp with a value of $7.89M, Apple Inc. with a value of $7.37M, Meta Platforms, Inc. with a value of $5.32M, and Exxon Mobil Corp with a value of $5.25M.
Examining the 13F form we can see an increase of $11.7M in the current position value, from $186M 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: $32 Million
Healthcare: $27 Million
Financial Services: $26.4 Million
Industrials: $22.7 Million
Consumer Defensive: $22.7 Million
Consumer Cyclical: $19.8 Million
ETFs: $14.3 Million
Communication Services: $14.2 Million
Other: $17.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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