The Analysis of Beaton Management Co. Inc.'s Holdings
Currently, Beaton Management Co. Inc. holds 142 types of securities in its portfolio with a total value $219.9K. In the most recent quarter, they have increased their positions in BABA (+1.8K shares, valued at $314), VIG (+1.4K shares, valued at $300), LITE (+1.6K shares, valued at $264); decreased their positions in TD (-7.3K shares, valued at $586.1929590742126), QQQ (-190 shares, valued at $114.08363903154806), ORLY (-1.0K shares, valued at $107.80881857960283); initiated new positions in BABA (+1.8K shares, valued at $314), VIG (+1.4K shares, valued at $300), LITE (+1.6K shares, valued at $264). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORP60.3K shares-0.82%2025-09-302025-11-12
MSFT MICROSOFT CORP16.5K shares-0.27%2025-09-302025-11-12 AAPL APPLE INC30.4K shares-0.31%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO22.1K shares0.46%2025-09-302025-11-12 META META PLATFORMS INC CL A9.2K shares-0.38%2025-09-302025-11-12 ORLY O REILLY AUTOMOTIVE INC59.4K shares-1.66%2025-09-302025-11-12 AMZN AMAZON.COM INC27.3K shares0.55%2025-09-302025-11-12 XOM EXXON MOBIL CORP43.7K shares-1.35%2025-09-302025-11-12 TD TORONTO DOMINION BK NEW61.5K shares-10.65%2025-09-302025-11-12 BRK.A BERKSHIRE HATHAWAY INC6 shares0.00%2025-09-302025-11-12 LLY LILLY ELI & CO5.9K shares0.34%2025-09-302025-11-12 PG PROCTER & GAMBLE CO28.1K shares-1.06%2025-09-302025-11-12 BAC BANK OF AMER CORP81.5K shares0.00%2025-09-302025-11-12 QQQ INVESCO QQQ TRUST ETF6.8K shares-2.71%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON COM21.5K shares0.00%2025-09-302025-11-12 GOOGL ALPHABET INC CL A16.4K shares2.82%2025-09-302025-11-12 HD HOME DEPOT INC9.3K shares-0.27%2025-09-302025-11-12 PEP PEPSICO INC25.9K shares-0.58%2025-09-302025-11-12 CVX CHEVRON CORP22.0K shares-2.52%2025-09-302025-11-12 COST COSTCO WHOLESALE CORP3.7K shares-0.68%2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC6.9K shares0.00%2025-09-302025-11-12 RTX RTX CORP19.6K shares-0.48%2025-09-302025-11-12 APH AMPHENOL CORP NEW CL A23.6K shares0.00%2025-09-302025-11-12 DE DEERE AND CO6.2K shares-0.29%2025-09-302025-11-12 GE GE AEROSPACE9.4K shares0.00%2025-09-302025-11-12 IWF ISHARES RUSSELL 10006.0K shares-0.17%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC17.1K shares-0.87%2025-09-302025-11-12 DIS WALT DISNEY CO (HOLDING23.7K shares0.36%2025-09-302025-11-12 HON HONEYWELL INTL INC12.8K shares-0.97%2025-09-302025-11-12 CAT CATERPILLAR INC5.6K shares0.00%2025-09-302025-11-12 ABBV ABBVIE INC COM10.4K shares0.01%2025-09-302025-11-12 NOC NORTHROP GRUMMAN CORP3.7K shares-0.67%2025-09-302025-11-12 STT STATE STREET CORP17.8K shares-0.56%2025-09-302025-11-12 ORCL ORACLE CORP7.2K shares-1.37%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR2.9K shares0.00%2025-09-302025-11-12 WMT WALMART INC18.1K shares0.00%2025-09-302025-11-12 BA BOEING CO COM8.6K shares0.00%2025-09-302025-11-12 MRK MERCK & CO INC COM22.0K shares7.57%2025-09-302025-11-12 TSLA TESLA INC4.1K shares-0.47%2025-09-302025-11-12 MMM 3M CO11.5K shares0.00%2025-09-302025-11-12 V VISA INC CL A5.2K shares-1.88%2025-09-302025-11-12 LMT LOCKHEED MARTIN CORP3.2K shares-1.53%2025-09-302025-11-12 RSP INVESCO S&P 500 EQUAL8.2K shares-0.06%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS35.3K shares0.00%2025-09-302025-11-12 NEE NEXTERA ENERGY INC COM19.7K shares0.00%2025-09-302025-11-12 MCD MCDONALDS CORP4.8K shares0.00%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC2.9K shares-2.56%2025-09-302025-11-12 IBM INTL BUSINESS MACH5.0K shares0.00%2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC1.8K shares0.00%2025-09-302025-11-12 KO COCA COLA CO COM19.9K shares0.00%2025-09-302025-11-12 T AT&T INC46.3K shares-6.08%2025-09-302025-11-12 USD ULTRA SEMICONDUCTOR12.7K shares0.00%2025-09-302025-11-12 LOW LOWES COS INC COM4.9K shares-3.93%2025-09-302025-11-12 PFE PFIZER INC48.2K shares-0.48%2025-09-302025-11-12 NVS NOVARTIS AG SPON ADR8.9K shares0.00%2025-09-302025-11-12 NKE NIKE INC CL B15.6K shares1.75%2025-09-302025-11-12 BMY BRISTOL MYERS SQUIBB CO22.7K shares1.12%2025-09-302025-11-12 MDLZ MONDELEZ INTL INC15.5K shares-5.20%2025-09-302025-11-12 ROK ROCKWELL AUTOMATION INC2.8K shares0.00%2025-09-302025-11-12 NOW SERVICENOW INC1.1K shares0.00%2025-09-302025-11-12 AMGN AMGEN INC3.4K shares-1.50%2025-09-302025-11-12 ADBE ADOBE SYS INC COM2.7K shares-0.95%2025-09-302025-11-12 CSCO CISCO SYS INC COM14.0K shares0.00%2025-09-302025-11-12 DDM PROSHARES ULTRA DOW308.6K shares0.00%2025-09-302025-11-12 MA MASTERCARD INC CL A1.6K shares0.00%2025-09-302025-11-12 LIN LINDE PLC NEW EUR1.9K shares0.00%2025-09-302025-11-12 WEC WEC ENERGY GROUP INC COM7.6K shares0.00%2025-09-302025-11-12 WFC WELLS FARGO & CO NEW9.8K shares-0.51%2025-09-302025-11-12 INTC INTEL CORP24.0K shares0.00%2025-09-302025-11-12 XLI SELECT SECTOR SPDR TR INDL5.1K shares0.00%2025-09-302025-11-12 HCA HCA HEALTHCARE INC1.9K shares0.00%2025-09-302025-11-12 DD DUPONT DE NEMOURS INC10.0K shares-0.66%2025-09-302025-11-12 COP CONOCOPHILLIPS8.2K shares-1.31%2025-09-302025-11-12 FDX FEDEX CORP3.1K shares-3.11%2025-09-302025-11-12 CI CIGNA GROUP COM2.5K shares-0.08%2025-09-302025-11-12 NDAQ NASDAQ INC7.8K shares0.00%2025-09-302025-11-12 ALL ALLSTATE CORP3.2K shares0.00%2025-09-302025-11-12 CBRE CBRE GROUP INC CL A4.1K shares0.00%2025-09-302025-11-12 GOOG ALPHABET INC CL C2.6K shares-8.06%2025-09-302025-11-12 SYY SYSCO CORP7.6K shares-2.56%2025-09-302025-11-12 GNRC GENERAC HLDGS INC3.6K shares0.00%2025-09-302025-11-12 IWM ISHARES RUSSELL 2000 ETF2.4K shares0.00%2025-09-302025-11-12 UFPT UFP TECHNOLOGIES INC3.0K shares-1.67%2025-09-302025-11-12 IGM ISHARES EXPANDED4.7K shares0.00%2025-09-302025-11-12 CVS CVS HEALTH CORP7.5K shares-1.31%2025-09-302025-11-12 NSC NORFOLK SOUTHN CORP COM1.9K shares0.00%2025-09-302025-11-12 RS RELIANCE INC2.0K shares0.00%2025-09-302025-11-12 ABT ABBOTT LABS4.1K shares0.00%2025-09-302025-11-12 TEL TE CONNECTIVITY PLC2.4K shares0.00%2025-09-302025-11-12 EMR EMERSON ELEC CO COM3.8K shares0.00%2025-09-302025-11-12 QTEC FIRST TRUST NASDAQ 1002.1K shares0.00%2025-09-302025-11-12 AWK AMERICAN WATER WORKS CO3.5K shares0.00%2025-09-302025-11-12 SHEL SHELL PLC SPON ADR6.5K shares0.00%2025-09-302025-11-12 AMP AMERIPRISE FINANCIAL INC910 shares0.00%2025-09-302025-11-12 NFLX NETFLIX INC373 shares0.00%2025-09-302025-11-12 ETN EATON CORP PLC1.2K shares11.86%2025-09-302025-11-12 KMB KIMBERLY CLARK CORP3.5K shares-2.09%2025-09-302025-11-12 FTSL FIRST TRUST SENIOR LN9.4K shares5.59%2025-09-302025-11-12 C CITIGROUP INC3.9K shares0.00%2025-09-302025-11-12 DUK DUKE ENERGY CORP NEW3.2K shares0.00%2025-09-302025-11-12 WAT WATERS CORP1.3K shares-0.15%2025-09-302025-11-12 PSX PHILLIPS 662.9K shares0.00%2025-09-302025-11-12 PWR QUANTA SERVICES INC900 shares0.00%2025-09-302025-11-12 CMCSA COMCAST CORP NEW CL A11.3K shares0.00%2025-09-302025-11-12 GIS GENL MILLS INC6.8K shares-8.07%2025-09-302025-11-12 FVD FIRST TRUST VALUE LINE7.3K shares0.00%2025-09-302025-11-12 YUM YUM! BRANDS INC2.2K shares0.00%2025-09-302025-11-12 AEP AMER ELECTRIC POWER CO2.9K shares0.00%2025-09-302025-11-12 CRM SALESFORCE INC.1.4K shares-6.73%2025-09-302025-11-12 APD AIR PROD & CHEMICAL INC1.2K shares0.00%2025-09-302025-11-12 BABA ALIBABA GROUP HLDG LTD1.8K sharesnew addition2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC904 shares-2.90%2025-09-302025-11-12 DELL DELL TECHNOLOGIES INC2.1K shares0.00%2025-09-302025-11-12 SBCF SEACOAST BKG CORP FLA10.0K shares0.00%2025-09-302025-11-12 VIG VANGUARD DIVID1.4K sharesnew addition2025-09-302025-11-12 IJH ISHARES CORE S&P MIDCAP4.5K shares0.00%2025-09-302025-11-12 F FORD MOTOR CO COM23.6K shares0.00%2025-09-302025-11-12 GM GENERAL MOTORS CO4.5K shares0.00%2025-09-302025-11-12 PH PARKER HANNIFIN CORP351 shares0.00%2025-09-302025-11-12 LITE LUMENTUM HOLDINGS INC1.6K sharesnew addition2025-09-302025-11-12 ADP AUTOMATIC DATA PROCESSNG896 shares0.00%2025-09-302025-11-12 TXN TEXAS INSTRUMENTS1.4K shares0.00%2025-09-302025-11-12 HSY HERSHEY CO1.4K shares0.00%2025-09-302025-11-12 PHO INVESCO WATER RESOURCES3.5K shares0.00%2025-09-302025-11-12 IVW ISHARES TR S&P 500 GROWTH ETF2.1K sharesnew addition2025-09-302025-11-12 MDT MEDTRONIC PLC2.6K shares0.00%2025-09-302025-11-12 VMC VULCAN MATLS CO COM812 shares0.00%2025-09-302025-11-12 EXR EXTRA SPACE STORAGE INC1.8K shares0.00%2025-09-302025-11-12 NUE NUCOR CORP1.8K shares0.00%2025-09-302025-11-12 IJR ISHARES CORE S&P2.0K shares-5.78%2025-09-302025-11-12 CL COLGATE PALMOLIVE CO3.0K shares0.00%2025-09-302025-11-12 PEG PUBLIC SERVICE ENTERPRSE2.8K shares0.00%2025-09-302025-11-12 BK BANK OF NEW YORK MELLON2.1K sharesnew addition2025-09-302025-11-12 IJT ISHARES S&P SMALLCAP 6001.6K shares0.00%2025-09-302025-11-12 CTVA CORTEVA INC3.4K shares0.00%2025-09-302025-11-12 CSX CSX CORP COM6.3K shares0.00%2025-09-302025-11-12 ED CONS EDISON CO (HOLDING2.2K shares0.00%2025-09-302025-11-12 WBD WARNER BROS DISCOVERY11.1K sharesnew addition2025-09-302025-11-12 AVGO BROADCOM INC655 sharesnew addition2025-09-302025-11-12 XHB SPDR S&P HOMEBUILDERS1.9K sharesnew addition2025-09-302025-11-12 VOO VANGUARD S&P 500 ETF340 sharesnew addition2025-09-302025-11-12 XBI SPDR S&P BIOTECH ETF2.0K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available