BM

Beaton Management Co. Inc.

13F
Beaton Management Co. Inc.
Last update 2025-04-25 138 Stocks (9 new)
Value $193.00 Mil Turnover 1 %
Countries:
Top Holdings: AAPL(3.54%)NVDA(3.52%)MSFT(3.47%)ORLY(2.99%)JPM(2.80%)
Summary Stock Picks Current Portfolio
Beaton Management Co. Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
30,752
6,830.0
-1.68%
3.540
-0.07%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
NVDA
NVIDIA Corp
62,635
6,790.0
-6.02%
3.520
-0.27%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
MSFT
Microsoft Corp
17,785
6,680.0
-2.22%
3.470
-0.09%
0.000
+38.94%
+21.47%
3,790,969.0
Software
ORLY
O'Reilly Automotive Inc
60,420
5,770.0
0%
2.990
0%
0.010
-0.42%
+16.81%
78,936.1
Vehicles & Parts
JPM
JPMorgan Chase & Co
21,967
5,390.0
-0.11%
2.800
0%
0.000
+26.17%
+23.48%
800,897.6
Banks
META
Meta Platforms Inc
9,255
5,330.0
-0.38%
2.770
-0.01%
0.000
+40.55%
+20.48%
1,770,790.4
Interactive Media
XOM
Exxon Mobil Corp
44,632
5,310.0
-4.04%
2.760
-0.10%
0.000
+1.72%
+2.01%
464,449.8
Oil & Gas
AMZN
Amazon.com Inc
27,042
5,150.0
-0.73%
2.670
-0.02%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
LLY
Eli Lilly and Co
5,911
4,880.0
0%
2.530
0%
0.000
-7.94%
+0.34%
692,791.6
Drug Manufacturers
PG
Procter & Gamble Co
28,658
4,880.0
-0.26%
2.530
-0.01%
0.000
-7.91%
-5.70%
363,638.5
Consumer Packaged Goods

Beaton Management Co. Inc.'s Historical Top Holdings Breakdowns

Beaton Management Co. Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.27%
●
106.98 ($126.74) 149.43
$172.41
36.03%
Reduce -6.02%
62,635
-4,010
CLX
Clorox Co
2025-03-31
Reduce
Reduce
-0.25%
●
141.76 ($152.7) 162.89
$128.37
-15.93%
Reduce -66.8%
1,491
-3,000
PSX
Phillips 66
2025-03-31
New Buy
New Buy
+0.20%
●
113.93 ($123.24) 131.55
$125.90
2.16%
New holding
3,131
3,131
CVS
CVS Health Corp
2025-03-31
Reduce
Reduce
-0.14%
●
44.22 ($59.84) 68.64
$61.96
3.54%
Reduce -6.89%
8,297
-614
ED
Consolidated Edison Inc
2025-03-31
New Buy
New Buy
+0.13%
●
88 ($98.07) 110.59
$101.08
3.07%
New holding
2,223
2,223
UPS
United Parcel Service Inc
2025-03-31
Sold Out
Sold Out
-0.13%
●
109.66 ($119.57) 136.26
$99.22
-17.02%
Sold Out
0
-1,974
DELL
Dell Technologies Inc
2025-03-31
Sold Out
Sold Out
-0.13%
●
90.34 ($105.78) 124.66
$131.24
24.07%
Sold Out
0
-2,150
BABA
Alibaba Group Holding Ltd
2025-03-31
New Buy
New Buy
+0.12%
●
80.53 ($115.31) 147.57
$120.23
4.27%
New holding
1,755
1,755
DVA
DaVita Inc
2025-03-31
New Buy
New Buy
+0.12%
●
140 ($157.11) 177.35
$141.16
-10.15%
New holding
1,500
1,500
MRVL
Marvell Technology Inc
2025-03-31
Sold Out
Sold Out
-0.12%
●
61.57 ($97.02) 126.06
$74.65
-23.06%
Sold Out
0
-2,213

Beaton Management Co. Inc. Total Holding History ($B)

To

Beaton Management Co. Inc.'s Asset Allocation

To

Beaton Management Co. Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Beaton Management Co. Inc.'s Hypothetical Growth since 2025-03-31

Beaton Management Co. Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Beaton Management Co. Inc.'s Holdings Heat Map

Size field:

Beaton Management Co. Inc.'s Holdings Bubble Chart

Beaton Management Co. Inc. News

  • 1

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