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The Analysis of Beaton Management Co. Inc.'s Holdings & P&L

Currently, Beaton Management Co. Inc. holds 146 types of securities in its portfolio with a total value $224.6K. In the most recent quarter, they have increased their positions in AXP (+4.1K shares, valued at $1.2K), AMAT (+600 shares, valued at $205), IWM (+625 shares, valued at $155.09035172636334); decreased their positions in GNRC (-1.9K shares, valued at $376.1153846153845), XOM (-1.7K shares, valued at $288.40915054507286), COP (-1.0K shares, valued at $131.99033037872684); initiated new positions in AXP (+4.1K shares, valued at $1.2K), AMAT (+600 shares, valued at $205).

1M P&L

-1.8M-0.83%

3M P&L

-2.3M-1.03%

HY P&L

+12.0M+5.79%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A18.9K

9.3%

2Banks - Diversified18.4K

9.1%

3Drug Manufacturers - General17.9K

8.8%

Top Industries by Stock Count

1N/A22 stocks

17.1%

2Drug Manufacturers - General7 stocks

5.4%

3Banks - Diversified5 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORP59.3K shares-0.67%2026-03-312026-05-12

AAPL APPLE INC29.8K shares-0.75%2026-03-312026-05-12

XOM EXXON MOBIL CORP41.9K shares-3.90%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO21.6K shares-1.12%2026-03-312026-05-12

MSFT MICROSOFT CORP16.4K shares-0.70%2026-03-312026-05-12

TD TORONTO DOMINION BK NEW61.3K shares-0.32%2026-03-312026-05-12

AMZN AMAZON.COM INC26.8K shares-0.22%2026-03-312026-05-12

ORLY O REILLY AUTOMOTIVE INC59.3K shares-0.20%2026-03-312026-05-12

Sponsored

META META PLATFORMS INC CL A9.5K shares1.06%2026-03-312026-05-12

LLY LILLY ELI & CO5.9K shares-0.42%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON COM21.4K shares-0.07%2026-03-312026-05-12

CVX CHEVRON CORP21.6K shares-0.98%2026-03-312026-05-12

ALPHABET INC CL A ALPHABET INC CL A15.5K shares0.43%2026-03-312026-05-12

BRK.A BERKSHIRE HATHAWAY INC6 shares0.00%2026-03-312026-05-12

CAT CATERPILLAR INC5.7K shares-0.86%2026-03-312026-05-12

PG PROCTER & GAMBLE CO27.9K shares-0.48%2026-03-312026-05-12

Sponsored

BAC BANK OF AMER CORP81.2K shares0.00%2026-03-312026-05-12

PEP PEPSICO INC25.4K shares-0.56%2026-03-312026-05-12

INVESCO QQQ TRUST ETF INVESCO QQQ TRUST ETF6.6K shares-1.49%2026-03-312026-05-12

RTX RTX CORP19.2K shares-1.48%2026-03-312026-05-12

COST COSTCO WHOLESALE CORP3.6K shares1.82%2026-03-312026-05-12

DE DEERE AND CO6.2K shares-0.32%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC6.9K shares-0.58%2026-03-312026-05-12

APH AMPHENOL CORP NEW CL A23.6K shares0.00%2026-03-312026-05-12

Sponsored

HD HOME DEPOT INC9.0K shares-1.10%2026-03-312026-05-12

HON HONEYWELL INTL INC12.8K shares0.00%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC17.1K shares0.00%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE9.4K shares0.00%2026-03-312026-05-12

MERCK & CO INC COM MERCK & CO INC COM21.7K shares-1.36%2026-03-312026-05-12

IWF ISHARES RUSSELL 10006.0K shares0.00%2026-03-312026-05-12

NOC NORTHROP GRUMMAN CORP3.7K shares0.00%2026-03-312026-05-12

WMT WALMART INC18.4K shares1.66%2026-03-312026-05-12

Sponsored

DIS WALT DISNEY CO (HOLDING23.5K shares-0.42%2026-03-312026-05-12

ABBV ABBVIE INC COM10.4K shares-0.47%2026-03-312026-05-12

STT STATE STREET CORP17.8K shares0.00%2026-03-312026-05-12

SPY STATE STREET SPDR S&P3.0K shares0.00%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP3.2K shares-0.16%2026-03-312026-05-12

NEE NEXTERA ENERGY INC COM19.6K shares-0.69%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS35.1K shares0.00%2026-03-312026-05-12

MMM 3M CO11.5K shares0.00%2026-03-312026-05-12

Sponsored

BA BOEING CO COM8.3K shares0.00%2026-03-312026-05-12

V VISA INC CL A5.2K shares0.00%2026-03-312026-05-12

INVESCO S&P 500 EQUAL INVESCO S&P 500 EQUAL8.2K shares0.00%2026-03-312026-05-12

TSLA TESLA INC4.1K shares2.49%2026-03-312026-05-12

KO COCA COLA CO COM19.9K shares0.00%2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC1.8K shares0.00%2026-03-312026-05-12

MCD MCDONALDS CORP4.7K shares0.00%2026-03-312026-05-12

BMY BRISTOL MYERS SQUIBB CO23.4K shares0.00%2026-03-312026-05-12

Sponsored

NVS NOVARTIS AG SPON ADR8.9K shares0.00%2026-03-312026-05-12

T AT&T INC46.3K shares0.01%2026-03-312026-05-12

PFE PFIZER INC46.6K shares0.00%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC BERKSHIRE HATHAWAY INC2.6K shares0.00%2026-03-312026-05-12

AXP AMER EXPRESS CO4.1K sharesnew addition2026-03-312026-05-12

IBM INTL BUSINESS MACH5.0K shares0.00%2026-03-312026-05-12

AMGN AMGEN INC3.4K shares0.00%2026-03-312026-05-12

LOW LOWES COS INC COM4.9K shares0.00%2026-03-312026-05-12

Sponsored

LITE LUMENTUM HOLDINGS INC1.6K shares0.00%2026-03-312026-05-12

FDX FEDEX CORP3.1K shares0.00%2026-03-312026-05-12

CSCO CISCO SYSTEMS INC14.0K shares0.00%2026-03-312026-05-12

XLK STATE STREET TECHNOLOGY7.8K shares0.00%2026-03-312026-05-12

INTC INTEL CORP23.4K shares-0.85%2026-03-312026-05-12

USD ULTRA SEMICONDUCTOR21.0K shares0.00%2026-03-312026-05-12

ORCL ORACLE CORP6.8K shares0.00%2026-03-312026-05-12

ROK ROCKWELL AUTOMATION INC2.8K shares0.00%2026-03-312026-05-12

Sponsored

LINDE PLC NEW EUR LINDE PLC NEW EUR1.9K shares0.00%2026-03-312026-05-12

MDLZ MONDELEZ INTL INC15.4K shares0.00%2026-03-312026-05-12

WEC ENERGY GROUP INC COM WEC ENERGY GROUP INC COM7.6K shares0.00%2026-03-312026-05-12

HCA HCA HEALTHCARE INC1.9K shares0.00%2026-03-312026-05-12

DDM PROSHARES ULTRA DOW3016.8K shares0.00%2026-03-312026-05-12

NKE NIKE INC CL B16.1K shares0.00%2026-03-312026-05-12

XLI STATE STREET INDL SELECT5.1K shares0.00%2026-03-312026-05-12

COP CONOCOPHILLIPS6.2K shares-13.88%2026-03-312026-05-12

Sponsored

MA MASTERCARD INC CL A1.6K shares0.00%2026-03-312026-05-12

WFC WELLS FARGO & CO NEW9.8K shares0.00%2026-03-312026-05-12

IWM ISHARES RUSSELL 2000 ETF3.1K shares25.26%2026-03-312026-05-12

ALPHABET INC CL C ALPHABET INC CL C2.6K shares-2.10%2026-03-312026-05-12

NDAQ NASDAQ INC7.8K shares0.00%2026-03-312026-05-12

CIGNA GROUP COM CIGNA GROUP COM2.4K shares0.00%2026-03-312026-05-12

ADBE ADOBE SYS INC COM2.7K shares0.00%2026-03-312026-05-12

RS RELIANCE INC2.0K shares0.00%2026-03-312026-05-12

Sponsored

IGM ISHARES EXPANDED5.0K shares2.06%2026-03-312026-05-12

SHEL SHELL PLC SPON ADR6.2K shares-3.13%2026-03-312026-05-12

UFPT UFP TECHNOLOGIES INC3.0K shares0.00%2026-03-312026-05-12

CBRE CBRE GROUP INC CL A4.1K shares0.00%2026-03-312026-05-12

XLV STATE STREET HEALTH CARE3.7K shares0.00%2026-03-312026-05-12

NSC NORFOLK SOUTHN CORP COM1.9K shares0.00%2026-03-312026-05-12

NOW SERVICENOW INC5.1K shares0.00%2026-03-312026-05-12

CVS CVS HEALTH CORP7.4K shares0.00%2026-03-312026-05-12

Sponsored

SYY SYSCO CORP7.2K shares0.00%2026-03-312026-05-12

PSX PHILLIPS 662.8K shares0.00%2026-03-312026-05-12

TE CONNECTIVITY PLC TE CONNECTIVITY PLC2.4K shares0.00%2026-03-312026-05-12

EMR EMERSON ELECTRIC CO3.8K shares0.00%2026-03-312026-05-12

PWR QUANTA SERVICES INC900 shares0.00%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC1.4K shares3.82%2026-03-312026-05-12

NFLX NETFLIX INC5.0K shares0.00%2026-03-312026-05-12

AWK AMERICAN WATER WORKS CO3.5K shares-2.13%2026-03-312026-05-12

Sponsored

QTEC FIRST TRUST NASDAQ 1002.1K shares0.00%2026-03-312026-05-12

XLB STATE STREET MATERIALS9.3K shares0.00%2026-03-312026-05-12

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC10.0K shares0.00%2026-03-312026-05-12

CITIGROUP INC CITIGROUP INC4.0K shares2.59%2026-03-312026-05-12

ABT ABBOTT LABS4.1K shares0.00%2026-03-312026-05-12

FTSL FIRST TRUST SENIOR LN9.4K shares0.00%2026-03-312026-05-12

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.2K shares0.00%2026-03-312026-05-12

AMP AMERIPRISE FINANCIAL INC910 shares0.00%2026-03-312026-05-12

Sponsored

WAT WATERS CORP1.3K shares2.38%2026-03-312026-05-12

AEP AMER ELECTRIC POWER CO2.9K shares-1.47%2026-03-312026-05-12

ALL ALLSTATE CORP3.2K shares0.00%2026-03-312026-05-12

DELL DELL TECHNOLOGIES INC2.1K shares0.00%2026-03-312026-05-12

YUM YUM! BRANDS INC2.2K shares0.00%2026-03-312026-05-12

APD AIR PROD & CHEMICAL INC1.2K shares0.00%2026-03-312026-05-12

FVD FIRST TRUST VALUE LINE7.2K shares0.00%2026-03-312026-05-12

GM GENERAL MOTORS CO4.5K shares0.00%2026-03-312026-05-12

Sponsored

KMB KIMBERLY CLARK CORP3.5K shares-1.43%2026-03-312026-05-12

XLE STATE STREET ENERGY5.4K shares-1.82%2026-03-312026-05-12

CMCSA COMCAST CORP NEW CL A11.3K shares0.00%2026-03-312026-05-12

IVW ISHARES S&P 500 GROWTH2.8K shares34.81%2026-03-312026-05-12

PH PARKER HANNIFIN CORP351 shares0.00%2026-03-312026-05-12

IJH ISHARES CORE S&P MIDCAP4.5K shares0.00%2026-03-312026-05-12

NUE NUCOR CORP1.8K shares0.00%2026-03-312026-05-12

SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA10.0K shares0.00%2026-03-312026-05-12

Sponsored

VIG VANGUARD DIVID1.4K shares0.00%2026-03-312026-05-12

HSY HERSHEY CO1.4K shares0.00%2026-03-312026-05-12

CTVA CORTEVA INC3.4K shares0.00%2026-03-312026-05-12

IJR ISHARES CORE S&P2.1K shares4.90%2026-03-312026-05-12

TXN TEXAS INSTRUMENTS1.4K shares0.00%2026-03-312026-05-12

CSX CSX CORP COM6.3K shares0.00%2026-03-312026-05-12

CRM SALESFORCE INC.1.4K shares-6.73%2026-03-312026-05-12

F FORD MOTOR CO COM22.4K shares0.00%2026-03-312026-05-12

Sponsored

XBI STATE STREET SPDR S&P2.0K shares0.00%2026-03-312026-05-12

GNRC GENERAC HLDGS INC1.3K shares-59.69%2026-03-312026-05-12

BK BANK OF NEW YORK MELLON2.1K shares0.00%2026-03-312026-05-12

ED CONS EDISON CO (HOLDING2.2K shares0.00%2026-03-312026-05-12

CL COLGATE PALMOLIVE CO2.9K shares-3.31%2026-03-312026-05-12

ADI ANALOG DEVICES INC767 shares0.00%2026-03-312026-05-12

GIS GENL MILLS INC6.5K shares0.00%2026-03-312026-05-12

IJT ISHARES S&P SMALLCAP 6001.6K shares0.00%2026-03-312026-05-12

Sponsored

PHO INVESCO WATER RESOURCES3.5K shares0.00%2026-03-312026-05-12

CAH CARDINAL HEALTH INC1.1K shares0.00%2026-03-312026-05-12

EXR EXTRA SPACE STORAGE INC1.8K shares0.00%2026-03-312026-05-12

MEDTRONIC PLC MEDTRONIC PLC2.6K shares0.00%2026-03-312026-05-12

PEG PUBLIC SERVICE ENTERPRSE2.8K shares0.00%2026-03-312026-05-12

WBD WARNER BROS DISCOVERY8.1K shares-26.93%2026-03-312026-05-12

VMC VULCAN MATLS CO COM812 shares0.00%2026-03-312026-05-12

TJX TJX COS INC NEW1.4K shares0.00%2026-03-312026-05-12

Sponsored

AMAT APPLIED MATLS INC COM600 sharesnew addition2026-03-312026-05-12

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF340 shares0.00%2026-03-312026-05-12

NVDA

NVIDIA CORP

-0.67%

Shares59.3K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-0.75%

Shares29.8K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

-3.90%

Shares41.9K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

-1.12%

Shares21.6K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-0.70%

Shares16.4K

Event2026-03-31

Filed2026-05-12

TORONTO DOMINION BK NEW

-0.32%

Shares61.3K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON.COM INC

-0.22%

Shares26.8K

Event2026-03-31

Filed2026-05-12

ORLY

O REILLY AUTOMOTIVE INC

-0.20%

Shares59.3K

Event2026-03-31

Filed2026-05-12