Institutions / Beaton Management Co. Inc.
Beaton Management Co. Inc.
CIK 1714678 · Institution · as of Jun 30, 2026
Portfolio value
$245.4K
Positions
157
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$245.4K+8.1%Positions
157+5.4%Top holdings
Jun 30, 2026View all 157 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $11.9K | 4.8% |
| Apple Inc. | $8.6K | 3.5% |
| Toronto Dominion Bk New | $8.6K | 3.5% |
| JPMORGAN CHASE & CO | $7.1K | 2.9% |
| ELI LILLY & Co | $7.0K | 2.9% |
| Amazon.com Inc | $6.4K | 2.6% |
| Caterpillar Inc | $6.2K | 2.5% |
| Microsoft Corp | $6.0K | 2.4% |
| O Reilly Automotive Inc | $5.5K | 2.2% |
| Alphabet Inc. | $5.5K | 2.2% |
| Johnson & Johnson | $5.4K | 2.2% |
| Meta Platforms Inc | $5.3K | 2.2% |
| Exxon Mobil Corp | $5.1K | 2.1% |
| Invesco Qqq Trust ETF | $4.9K | 2.0% |
| Bank of America Corp /De | $4.6K | 1.9% |
| Amphenol Corp /De | $4.1K | 1.7% |
| PROCTER & GAMBLE Co | $4.1K | 1.7% |
| Deere & Co | $4.0K | 1.6% |
| AbbVie Inc. | $3.9K | 1.6% |
| RTX Corp | $3.7K | 1.5% |
| General Electric Co | $3.5K | 1.4% |
| Chevron Corp | $3.4K | 1.4% |
| Pepsico Inc | $3.4K | 1.4% |
| Costco Wholesale Corp /New | $3.4K | 1.4% |
| Home Depot, Inc. | $3.2K | 1.3% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 084670108 | $-3.0K | -4 -66.67% | 2 0.61% of portfolio | low |
| Q2 2026 as of | Exit | Honeywell International Inc | $-2.5K | -13K -100.00% | — | low |
| Q2 2026 as of | Add | 464287614 | $2.2K | +18K +297.60% | 23,840 1.21% of portfolio | low |
| Q2 2026 as of | New | American Express Co | $1.4K | +4K | 4,071 0.56% of portfolio | low |
| Q2 2026 as of | Add | AbbVie Inc. | $1.3K | +5K +49.23% | 15,542 1.59% of portfolio | low |
| Q2 2026 as of | New | Honeywell International Inc | $1.2K | +5K | 5,198 0.47% of portfolio | low |
| Q2 2026 as of | New | HONA Honeywell Aerospace Inc. Common Stock | $1.1K | +5K | 5,198 0.47% of portfolio | low |
| Q2 2026 as of | Add | 891160509 | $1.1K | +9K +14.58% | 70,456 3.49% of portfolio | low |
| Q2 2026 as of | Trim | Exxon Mobil Corp | $-886 | -6K -14.86% | 37,141 2.07% of portfolio | low |
| Q2 2026 as of | Trim | Philip Morris International Inc. | $-787 | -4K -25.51% | 12,700 0.94% of portfolio | low |