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Beaton Management Co. Inc.

Portfolio Manager
Beaton Management Co. Inc.
Performance
+2.52% (2025 Q4)
AUM (13F)
$224.57M
# of Holdings
146
Performance Rank
Allocation (Top 20)
47.67%

Beaton Management Co. Inc. Holdings Map

Top 50 Beaton Management Co. Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORP
4.61%59.3K$10.3M
-0.67%(-400)
2025-Q1: 62.6K shares2025-Q2: 60.8K shares2025-Q3: 60.3K shares2025-Q4: 59.7K shares2026-Q1: 59.3K shares
$12.62(+1767.26%)
2026-03-31
AAPL
APPLE INC
3.37%29.8K$7.6M
-0.75%(-225)
2025-Q1: 30.8K shares2025-Q2: 30.5K shares2025-Q3: 30.4K shares2025-Q4: 30.0K shares2026-Q1: 29.8K shares
$63.35(+370.75%)
2026-03-31
XOM
EXXON MOBIL CORP
3.17%41.9K$7.1M
-3.90%(-1.70K)
2025-Q1: 44.6K shares2025-Q2: 44.3K shares2025-Q3: 43.7K shares2025-Q4: 43.6K shares2026-Q1: 41.9K shares
$82.84(+84.43%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.82%21.6K$6.3M
-1.12%(-245)
2025-Q1: 22.0K shares2025-Q2: 22.0K shares2025-Q3: 22.1K shares2025-Q4: 21.8K shares2026-Q1: 21.6K shares
$93.84(+219.58%)
2026-03-31
MSFT
MICROSOFT CORP
2.7%16.4K$6.1M
-0.70%(-115)
2025-Q1: 17.8K shares2025-Q2: 16.5K shares2025-Q3: 16.5K shares2025-Q4: 16.5K shares2026-Q1: 16.4K shares
$109.93(+272.44%)
2026-03-31
TD
TORONTO DOMINION BK NEW
2.55%61.3K$5.7M
-0.32%(-194)
2025-Q1: 71.6K shares2025-Q2: 68.9K shares2025-Q3: 61.5K shares2025-Q4: 61.5K shares2026-Q1: 61.3K shares
$52.39(+106.61%)
2026-03-31
AMZN
AMAZON.COM INC
2.49%26.8K$5.6M
-0.22%(-60)
2025-Q1: 27.0K shares2025-Q2: 27.1K shares2025-Q3: 27.3K shares2025-Q4: 26.9K shares2026-Q1: 26.8K shares
$68.28(+291.34%)
2026-03-31
ORLY
O REILLY AUTOMOTIVE INC
2.44%59.3K$5.5M
-0.20%(-120)
2025-Q1: 4.0K shares2025-Q2: 60.4K shares2025-Q3: 59.4K shares2025-Q4: 59.4K shares2026-Q1: 59.3K shares
$14.60(+514.04%)
2026-03-31
META
META PLATFORMS INC CL A
2.42%9.5K$5.4M
+1.06%(+100)
2025-Q1: 9.3K shares2025-Q2: 9.2K shares2025-Q3: 9.2K shares2025-Q4: 9.4K shares2026-Q1: 9.5K shares
$176.08(+251.23%)
2026-03-31
LLY
LILLY ELI & CO
2.41%5.9K$5.4M
-0.42%(-25)
2025-Q1: 5.9K shares2025-Q2: 5.9K shares2025-Q3: 5.9K shares2025-Q4: 5.9K shares2026-Q1: 5.9K shares
$569.81(+76.67%)
2026-03-31

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