StockDriftsStockDriftsTop 50 Beaton Management Co. Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 4.85% | 59.4K | $11.9M | +0.17%(+100) | $12.91(+1650.95%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.49% | 29.6K | $8.6M | -0.59%(-175) | $63.35(+382.07%) | 2026-06-30 | |
| TD | TORONTO DOMINION BK NEW | 3.49% | 70.5K | $8.6M | +14.95%(+9.16K) | $59.42(+107.42%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.89% | 21.7K | $7.1M | +0.66%(+143) | $95.24(+282.95%) | 2026-06-30 | |
| LLY | LILLY ELI & CO | 2.86% | 5.9K | $7.0M | -0.51%(-30) | $569.81(+106.98%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 2.59% | 26.7K | $6.4M | -0.37%(-100) | $68.28(+284.48%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.52% | 5.8K | $6.2M | +1.43%(+82) | $140.83(+517.38%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.44% | 16.0K | $6.0M | -2.01%(-330) | $109.93(+342.16%) | 2026-06-30 | |
| ORLY | O REILLY AUTOMOTIVE INC | 2.22% | 59.3K | $5.5M | +0.00%(+0) | $14.60(+523.42%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CL A | 2.22% | 15.3K | $5.5M | -1.29%(-200) | $118.91(+189.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.92% | +63.96% | +10.60% | +65.48% |
| Top 20 Holdings Unweighted | +19.77% | +71.82% | +11.78% | +74.48% |
Beaton Management Co. Inc. reports $245.44M in US-listed equity holdings across 157 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (4.8%), AAPL (3.5%) and TD (3.5%). The top 20 holdings account for 47.98% of reported assets. Its disclosed equity book has returned +63.96% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Beaton Management Co. Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Beaton Management Co. Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1714678). View Beaton Management Co. Inc.’s 13F filings on SEC