Beaton Management Co. Inc. Portfolio Holdings

Beaton Management Co. Inc.

  • $193 Million
  • Q1 2025

Beaton Management Co. Inc. has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $193 Million distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.83M, Nvidia Corp with a value of $6.79M, Microsoft Corp with a value of $6.68M, O Reilly Automotive Inc with a value of $5.77M, and Jpmorgan Chase & CO with a value of $5.39M.

Examining the 13F form we can see an decrease of $5.7M in the current position value, from $198M to 193M.

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 $193 Million
Financial Services: $28.2 Million
Technology: $28 Million
Healthcare: $25.4 Million
Industrials: $22.1 Million
Consumer Defensive: $21.6 Million
Consumer Cyclical: $20.4 Million
Communication Services: $14.4 Million
ETFs: $13.4 Million
Other: $17.9 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $193 Million
  • Prior Value $198 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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