Top 50 Beaton Management Co. Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 4.61% | 59.3K | $10.3M | -0.67%(-400) | $12.62(+1767.26%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.37% | 29.8K | $7.6M | -0.75%(-225) | $63.35(+370.75%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.17% | 41.9K | $7.1M | -3.90%(-1.70K) | $82.84(+84.43%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.82% | 21.6K | $6.3M | -1.12%(-245) | $93.84(+219.58%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.7% | 16.4K | $6.1M | -0.70%(-115) | $109.93(+272.44%) | 2026-03-31 | |
| TD | TORONTO DOMINION BK NEW | 2.55% | 61.3K | $5.7M | -0.32%(-194) | $52.39(+106.61%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 2.49% | 26.8K | $5.6M | -0.22%(-60) | $68.28(+291.34%) | 2026-03-31 | |
| ORLY | O REILLY AUTOMOTIVE INC | 2.44% | 59.3K | $5.5M | -0.20%(-120) | $14.60(+514.04%) | 2026-03-31 | |
| META | META PLATFORMS INC CL A | 2.42% | 9.5K | $5.4M | +1.06%(+100) | $176.08(+251.23%) | 2026-03-31 | |
| LLY | LILLY ELI & CO | 2.41% | 5.9K | $5.4M | -0.42%(-25) | $569.81(+76.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.94% | +59.92% |
| Top 20 Holdings Unweighted | +17.70% | +63.04% |
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