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
+6.71%
-15.47%
3,153,849.0
Hardware
NVDA
NVIDIA Corp
62,635
6,790.0
-6.02%
3.520
-0.27%
0.000
+48.68%
+22.83%
4,021,995.9
Semiconductors
MSFT
Microsoft Corp
17,785
6,680.0
-2.22%
3.470
-0.09%
0.000
+29.81%
+19.87%
3,740,948.0
Software
ORLY
O'Reilly Automotive Inc
60,420
5,770.0
0%
2.990
0%
0.010
-1.11%
+15.90%
78,320.6
Vehicles & Parts
JPM
JPMorgan Chase & Co
21,967
5,390.0
-0.11%
2.800
0%
0.000
+22.03%
+21.61%
797,211.0
Banks
META
Meta Platforms Inc
9,255
5,330.0
-0.38%
2.770
-0.01%
0.000
+32.10%
+22.75%
1,804,054.9
Interactive Media
XOM
Exxon Mobil Corp
44,632
5,310.0
-4.04%
2.760
-0.10%
0.000
+12.95%
+9.26%
497,461.6
Oil & Gas
AMZN
Amazon.com Inc
27,042
5,150.0
-0.73%
2.670
-0.02%
0.000
+21.72%
+2.57%
2,388,891.6
Retail - Cyclical
LLY
Eli Lilly and Co
5,911
4,880.0
0%
2.530
0%
0.000
+8.50%
+3.11%
711,913.3
Drug Manufacturers
PG
Procter & Gamble Co
28,658
4,880.0
-0.26%
2.530
-0.01%
0.000
-5.32%
-5.16%
368,210.3
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
$164.92
30.12%
Reduce -6.02%
62,635
-4,010
CLX
Clorox Co
2025-03-31
Reduce
Reduce
-0.25%
●
141.76 ($152.7) 162.89
$126.54
-17.13%
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
$131.71
6.87%
New holding
3,131
3,131
CVS
CVS Health Corp
2025-03-31
Reduce
Reduce
-0.14%
●
44.22 ($59.84) 68.64
$64.78
8.26%
Reduce -6.89%
8,297
-614
ED
Consolidated Edison Inc
2025-03-31
New Buy
New Buy
+0.13%
●
88 ($98.07) 110.59
$100.59
2.57%
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
$101.27
-15.30%
Sold Out
0
-1,974
DELL
Dell Technologies Inc
2025-03-31
Sold Out
Sold Out
-0.13%
●
90.34 ($105.78) 124.66
$126.83
19.90%
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
$106.72
-7.45%
New holding
1,755
1,755
DVA
DaVita Inc
2025-03-31
New Buy
New Buy
+0.12%
●
140 ($157.11) 177.35
$142.55
-9.27%
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
$72.71
-25.06%
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

Discussions on Beaton Management Co. Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.