Beaton Management Co. Inc.
Sector Allocation
- Technology23.6%$57.8M
- Financials15.3%$37.7M
- Healthcare13.5%$33.0M
- Industrials11.7%$28.7M
- Other9.2%$22.7M
- Consumer Discretionary9.1%$22.4M
- Consumer Staples7.7%$18.9M
- Energy4.2%$10.3M
- Communication Services2.3%$5.6M
- Utilities1.8%$4.4M
AUM History
13fpro.ai/research/fund/beaton-management-co-inc-1714678
Conviction and streaks
Stable · top 10 = 29.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$11.9MAAPL
$8.6MTD
$8.6MJPM
$7.1MLLY
$7.0MAMZN
$6.4MCAT
$6.2MMSFT
$6.0MORLY
$5.5MGOOGL
$5.5MJNJ
$5.4MMETA
$5.3MXOM.R34088
$5.1MQQQ
$4.9MBAC
$4.6MAPH
$4.1MPG
$4.1MDE
$4.0MABBV
$3.9MRTX
$3.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/beaton-management-co-inc-1714678
Beaton Management Co. Inc. 13F holdings — Q2 2026
$245.4M portfolio (+9.3% QoQ) · 157 holdings · Q2 2026 13F · top 10 are 30% of the stock portfolio
$11.9M
4.8% of stocks
+0.2%This quarter-3.5%Since filed10+ qtrsHeld$8.6M
3.5% of stocks
-0.6%This quarter+9.8%Since filed10+ qtrsHeld$8.6M
3.5% of stocks
+15%This quarter+3.3%Since filed10+ qtrsHeld$7.1M
2.9% of stocks
+0.7%This quarter-6.6%Since filed10+ qtrsHeld$7.0M
2.9% of stocks
-0.5%This quarter+7.9%Since filed10+ qtrsHeld$6.4M
2.6% of stocks
-0.4%This quarter-9.3%Since filed10+ qtrsHeld$6.2M
2.5% of stocks
+1%This quarter-17.8%Since filed10+ qtrsHeld$6.0M
2.4% of stocks
-2%This quarter+6.5%Since filed10+ qtrsHeld$5.5M
2.2% of stocks
No changeThis quarter-2.6%Since filed10+ qtrsHeld$5.5M
2.2% of stocks
-1%This quarter-11.1%Since filed10+ qtrsHeld
All holdings — Beaton Management Co. Inc. (Q2 2026)
157 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JOHNSON & JOHNSON | Healthcare | $5.4M | 2.2% | 21K | +0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Meta Platforms, Inc. | Technology | $5.3M | 2.2% | 9,462 | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | EXXON MOBIL CORP | Energy | $5.1M | 2.1% | 37K | -11% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $4.9M | 2.0% | 6,615 | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | BANK OF AMERICA CORP /DE/ | Financials | $4.6M | 1.9% | 81K | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AMPHENOL CORP /DE/ | Technology | $4.1M | 1.7% | 24K | -0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | PROCTER & GAMBLE Co | Consumer Staples | $4.1M | 1.7% | 28K | +0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | DEERE & CO | Industrials | $4.0M | 1.6% | 6,352 | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | AbbVie Inc. | Healthcare | $3.9M | 1.6% | 16K | +50% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | RTX Corp | Industrials | $3.7M | 1.5% | 19K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | GENERAL ELECTRIC CO | Industrials | $3.5M | 1.4% | 9,368 | -0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CHEVRON CORP | Energy | $3.4M | 1.4% | 21K | -4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | PEPSICO INC | Consumer Staples | $3.4M | 1.4% | 25K | -0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.4M | 1.4% | 3,606 | -0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | HOME DEPOT, INC. | Consumer Discretionary | $3.2M | 1.3% | 9,063 | +0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $INTC | INTEL CORP | Technology | $3.1M | 1.3% | 22K | -4% | |||
| 27 | $STT | STATE STREET CORP | Financials | $3.0M | 1.2% | 18K | — | |||
| 28 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $3.0M | 1.2% | 5,991 | -13% | |||
| 29 | — | ISHARES RUSSELL 1000 - ETF | — | $3.0M | 1.2% | 24K | +298% | |||
| 30 | $MRK | Merck & Co., Inc. | Healthcare | $2.8M | 1.1% | 22K | -0.5% | |||
| 31 | $PM | Philip Morris International Inc. | Consumer Staples | $2.3M | 0.9% | 13K | -26% | |||
| 32 | $DIS | Walt Disney Co | Communication Services | $2.3M | 0.9% | 23K | -0.2% | |||
| 33 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.2M | 0.9% | 2,955 | — | |||
| 34 | $WMT | Walmart Inc. | Consumer Staples | $2.1M | 0.8% | 18K | -1.0% | |||
| 35 | — | ULTRA SEMICONDUCTOR - ETF | — | $2.0M | 0.8% | 19K | -7% | |||
| 36 | $MMM | 3M CO | Healthcare | $1.9M | 0.8% | 12K | +1% | |||
| 37 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $1.9M | 0.8% | 3,686 | — | |||
| 38 | $BA | BOEING CO | Industrials | $1.9M | 0.8% | 8,584 | +4% | |||
| 39 | $NEE | NEXTERA ENERGY INC | Utilities | $1.8M | 0.8% | 21K | +7% | |||
| 40 | $V | VISA INC. | Financials | $1.8M | 0.7% | 5,214 | — | |||
| 41 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.8M | 0.7% | 1,750 | — | |||
| 42 | $IVZ | Invesco Ltd. | Financials | $1.7M | 0.7% | 8,159 | -0.2% | |||
| 43 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.7M | 0.7% | 4,120 | — | |||
| 44 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.6M | 0.7% | 14K | — | |||
| 45 | $KO | COCA COLA CO | Consumer Staples | $1.6M | 0.7% | 20K | — | |||
| 46 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.6% | 2 | -67% | |||
| 47 | — | STATE STREET TECHNOLOGY - ETF | — | $1.5M | 0.6% | 7,830 | — | |||
| 48 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.5M | 0.6% | 35K | +0.2% | |||
| 49 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.4M | 0.6% | 4,994 | -0.4% | |||
| 50 | $NVS | NOVARTIS AG | Healthcare | $1.4M | 0.6% | 8,873 | — | |||
| 51 | $AXP | AMERICAN EXPRESS CO | Financials | $1.4M | 0.6% | 4,071 | — | |||
| 52 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $1.4M | 0.6% | 2,768 | — | |||
| 53 | $LITE | Lumentum Holdings Inc. | Technology | $1.4M | 0.6% | 1,595 | -2% | |||
| 54 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.3M | 0.6% | 23K | — | |||
| 55 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.3M | 0.5% | 4,757 | +0.7% | |||
| 56 | $AMGN | AMGEN INC | Healthcare | $1.2M | 0.5% | 3,409 | — | |||
| 57 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.2M | 0.5% | 5,198 | -59% | |||
| 58 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.2M | 0.5% | 2,303 | -11% | |||
| 59 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.1M | 0.5% | 5,198 | New | |||
| 60 | $PFE | PFIZER INC | Healthcare | $1.1M | 0.5% | 46K | -0.3% | |||
| 61 | — | PROSHARES ULTRA DOW30 - ETF | — | $1.1M | 0.5% | 17K | — | |||
| 62 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.1M | 0.4% | 4,836 | -0.5% | |||
| 63 | $T | AT&T INC. | Communication Services | $980K | 0.4% | 47K | +2% | |||
| 64 | $ORCL | ORACLE CORP | Technology | $979K | 0.4% | 6,679 | -2% | |||
| 65 | $LIN | LINDE PLC | Materials | $977K | 0.4% | 1,883 | — | |||
| 66 | $FDX | FEDEX CORP | Industrials | $960K | 0.4% | 3,067 | -2% | |||
| 67 | — | STATE STREET INDL SELECT - ETF | — | $949K | 0.4% | 5,126 | — | |||
| 68 | — | ISHARES RUSSELL 2000 ETF - ETF | — | $931K | 0.4% | 3,099 | — | |||
| 69 | $DELL | Dell Technologies Inc. | Technology | $912K | 0.4% | 2,114 | -1% | |||
| 70 | $GOOG | Alphabet Inc. | Technology | $907K | 0.4% | 2,567 | — | |||
| 71 | $LMT | LOCKHEED MARTIN CORP | Industrials | $894K | 0.4% | 1,755 | -44% | |||
| 72 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $828K | 0.3% | 7,088 | -7% | |||
| 73 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $814K | 0.3% | 9,850 | — | |||
| 74 | $MA | Mastercard Inc | Financials | $813K | 0.3% | 1,582 | — | |||
| 75 | — | ISHARES EXPANDED - ETF | — | $810K | 0.3% | 4,950 | — | |||
| 76 | $UFPT | UFP TECHNOLOGIES INC | Healthcare | $782K | 0.3% | 2,950 | — | |||
| 77 | $CVS | CVS HEALTH Corp | Healthcare | $761K | 0.3% | 7,360 | — | |||
| 78 | $ALL | ALLSTATE CORP | Financials | $750K | 0.3% | 3,150 | -0.8% | |||
| 79 | $RS | RELIANCE, INC. | Consumer Discretionary | $747K | 0.3% | 2,000 | — | |||
| 80 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $729K | 0.3% | 13K | -18% | |||
| 81 | $HCA | HCA Healthcare, Inc. | Healthcare | $721K | 0.3% | 1,850 | — | |||
| 82 | — | FIRST TRUST NASDAQ 100 - ETF | — | $720K | 0.3% | 2,150 | — | |||
| 83 | $NKE | NIKE, Inc. | Consumer Discretionary | $697K | 0.3% | 17K | +5% | |||
| 84 | $CI | Cigna Group | Healthcare | $653K | 0.3% | 2,368 | -3% | |||
| 85 | $PWR | QUANTA SERVICES, INC. | Industrials | $648K | 0.3% | 900 | — | |||
| 86 | $COP | CONOCOPHILLIPS | Energy | $642K | 0.3% | 6,180 | -0.4% | |||
| 87 | $NDAQ | NASDAQ, INC. | Financials | $615K | 0.3% | 7,800 | — | |||
| 88 | $SYY | SYSCO CORP | Consumer Discretionary | $606K | 0.3% | 7,247 | — | |||
| 89 | — | STATE STREET HEALTH CARE - ETF | — | $592K | 0.2% | 3,729 | — | |||
| 90 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $591K | 0.2% | 1,880 | — | |||
| 91 | $ETN | Eaton Corp plc | Industrials | $579K | 0.2% | 1,359 | — | |||
| 92 | $C | CITIGROUP INC | Financials | $555K | 0.2% | 3,966 | — | |||
| 93 | $CBRE | CBRE GROUP, INC. | Real Estate | $552K | 0.2% | 4,100 | — | |||
| 94 | $EMR | EMERSON ELECTRIC CO | Industrials | $550K | 0.2% | 3,845 | — | |||
| 95 | $NOW | ServiceNow, Inc. | Technology | $519K | 0.2% | 5,225 | +2% | |||
| 96 | $ADBE | ADOBE INC. | Technology | $513K | 0.2% | 2,504 | -6% | |||
| 97 | $PH | Parker-Hannifin Corp | Industrials | $507K | 0.2% | 518 | +48% | |||
| 98 | $WAT | WATERS CORP /DE/ | Healthcare | $499K | 0.2% | 1,331 | — | |||
| 99 | $MRVL | Marvell Technology, Inc. | Technology | $492K | 0.2% | 1,652 | New | |||
| 100 | $TEL | TE Connectivity plc | Technology | $491K | 0.2% | 2,436 | — | |||
| 101 | $PSX | Phillips 66 | Energy | $475K | 0.2% | 2,808 | — | |||
| 102 | — | STATE STREET MATERIALS - ETF | — | $471K | 0.2% | 9,260 | — | |||
| 103 | $DD | DuPont de Nemours, Inc. | Materials | $457K | 0.2% | 3,371 | -66% | |||
| 104 | $AWK | American Water Works Company, Inc. | Utilities | $454K | 0.2% | 3,450 | — | |||
| 105 | $DUK | Duke Energy CORP | Utilities | $451K | 0.2% | 3,560 | +12% | |||
| 106 | $SHEL | Shell plc | Energy | $445K | 0.2% | 5,740 | -7% | |||
| 107 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $434K | 0.2% | 600 | — | |||
| 108 | — | FIRST TRUST SENIOR LN - ETF | — | $423K | 0.2% | 9,450 | — | |||
| 109 | — | ISHARES S&P 500 GROWTH - ETF | — | $419K | 0.2% | 3,045 | +9% | |||
| 110 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $417K | 0.2% | 910 | — | |||
| 111 | $TXN | TEXAS INSTRUMENTS INC | Technology | $404K | 0.2% | 1,355 | — | |||
| 112 | $NUE | NUCOR CORP | Materials | $401K | 0.2% | 1,800 | — | |||
| 113 | $KMB | KIMBERLY CLARK CORP | Materials | $398K | 0.2% | 3,623 | +5% | |||
| 114 | $ADI | ANALOG DEVICES INC | Technology | $384K | 0.2% | 966 | +26% | |||
| 115 | $GNRC | GENERAC HOLDINGS INC. | Technology | $373K | 0.1% | 1,275 | -2% | |||
| 116 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $368K | 0.1% | 2,691 | -7% | |||
| 117 | $GM | General Motors Co | Consumer Discretionary | $358K | 0.1% | 4,647 | +4% | |||
| 118 | $GLW | CORNING INC /NY | Materials | $358K | 0.1% | 1,400 | New | |||
| 119 | $NFLX | NETFLIX INC | Communication Services | $356K | 0.1% | 4,980 | — | |||
| 120 | $YUM | YUM BRANDS INC | Consumer Discretionary | $355K | 0.1% | 2,219 | — | |||
| 121 | — | ISHARES CORE S&P MIDCAP - ETF | — | $349K | 0.1% | 4,530 | — | |||
| 122 | — | FIRST TRUST VALUE LINE - ETF | — | $346K | 0.1% | 7,174 | -0.3% | |||
| 123 | $APD | Air Products & Chemicals, Inc. | Materials | $343K | 0.1% | 1,169 | — | |||
| 124 | $SBCF | SEACOAST BANKING CORP OF FLORIDA | Financials | $333K | 0.1% | 10K | — | |||
| 125 | — | VANGUARD DIVID - ETF | — | $329K | 0.1% | 1,389 | — | |||
| 126 | — | STATE STREET SPDR S&P - ETF | — | $320K | 0.1% | 2,022 | — | |||
| 127 | — | ISHARES CORE S&P - ETF | — | $317K | 0.1% | 2,139 | — | |||
| 128 | $F | FORD MOTOR CO | Consumer Discretionary | $316K | 0.1% | 23K | +2% | |||
| 129 | $BNY | Bank of New York Mellon Corp | Financials | $307K | 0.1% | 2,125 | — | |||
| 130 | $CTVA | Corteva, Inc. | Consumer Staples | $306K | 0.1% | 3,610 | +8% | |||
| 131 | $CSX | CSX CORP | Industrials | $300K | 0.1% | 6,315 | — | |||
| 132 | — | ISHARES S&P SMALLCAP 600 - ETF | — | $293K | 0.1% | 1,640 | — | |||
| 133 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $291K | 0.1% | 700 | New | |||
| 134 | — | STATE STREET ENERGY - ETF | — | $284K | 0.1% | 5,340 | -0.9% | |||
| 135 | $CCZ | COMCAST CORP | Communication Services | $272K | 0.1% | 11K | -2% | |||
| 136 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $260K | 0.1% | 1,095 | — | |||
| 137 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $258K | 0.1% | 2,819 | -3% | |||
| 138 | $EXR | Extra Space Storage Inc. | Real Estate | $254K | 0.1% | 1,750 | — | |||
| 139 | $CMI | CUMMINS INC | Industrials | $250K | 0.1% | 350 | New | |||
| 140 | $ED | CONSOLIDATED EDISON INC | Utilities | $246K | 0.1% | 2,223 | — | |||
| 141 | $IVZ | Invesco Ltd. | Financials | $244K | 0.1% | 3,530 | — | |||
| 142 | $HSY | HERSHEY CO | Consumer Staples | $243K | 0.1% | 1,384 | — | |||
| 143 | — | VANGUARD S&P 500 ETF - ETF | — | $234K | 0.1% | 340 | — | |||
| 144 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $231K | 0.1% | 1,531 | New | |||
| 145 | $GIS | GENERAL MILLS INC | Consumer Staples | $228K | 0.1% | 6,538 | — | |||
| 146 | $OKE | ONEOK INC /NEW/ | Energy | $226K | 0.1% | 2,600 | New | |||
| 147 | $VMC | Vulcan Materials CO | Materials | $225K | 0.1% | 762 | -6% | |||
| 148 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $224K | 0.1% | 8,419 | +3% | |||
| 149 | $UNM | Unum Group | Financials | $224K | 0.1% | 2,500 | New | |||
| 150 | — | STATE STREET SPDR S&P - ETF | — | $220K | 0.1% | 1,900 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 13 new, 28 added to, 48 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
$HONAHoneywell Aerospace Inc.$1.1M
first bought this quarter
$MRVLMarvell Technology, Inc.$492K
first bought this quarter
$GLWCORNING INC /NY$358K
first bought this quarter
$UNHUNITEDHEALTH GROUP INC$291K
first bought this quarter
$CMICUMMINS INC$250K
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$231K
first bought this quarter
+7 more in the Excel export
Added to (28)
- ISHARES RUSSELL 1000 - ETF+298%
now $3.0M
now $3.9M · held 10+ qtrs
now $8.6M · held 10+ qtrs
$PHParker-Hannifin Corp+48%
now $507K · held 8 qtrs
$NEENEXTERA ENERGY INC+7%
now $1.8M · held 10+ qtrs
now $6.2M · held 10+ qtrs
+22 more in the Excel export
Trimmed (48)
$BRK.ABERKSHIRE HATHAWAY INC-67%
now $1.5M · held 10+ qtrs
$HONHONEYWELL INTERNATIONAL INC-59%
now $1.2M · held 10+ qtrs
$DDDuPont de Nemours, Inc.-66%
now $457K · held 10+ qtrs
$PMPhilip Morris International Inc.-26%
now $2.3M · held 10+ qtrs
$LMTLOCKHEED MARTIN CORP-44%
now $894K · held 10+ qtrs
now $5.1M · held 10+ qtrs, 2 trims in a row
+42 more in the Excel export
Holdings by quarter
Every 13F Beaton Management Co. Inc. has filed, 36 earlier quarters. Pick one to see what it held then.
Is it too late to follow Beaton Management?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Beaton Management's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-1.7%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 8% over the last 4
Top 10 weight
30%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Beaton Management Co. Inc. disclosed 157 positions worth $245.4M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 4.8% of the equity portfolio, followed by $AAPL and $TD. During the quarter the fund opened 13 new positions and exited 2 — including a new stake in $HONA and a full exit from $ABT. The portfolio is most concentrated in Technology (23.6% of disclosed assets). All figures are sourced directly from Beaton Management Co. Inc.’s Form 13F-HR filing with the SEC under CIK 1714678.
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AI-Powered Hedge Fund Analysis: Beaton Management Co. Inc.
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Every holding in Beaton Management Co. Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.