Beaton Management Co. Inc.

CIK 0001714678 · HAVERHILL, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

Beaton Management Co. Inc. reported 157 positions worth $245.4K as of June 30, 2026 (13F filed August 7, 2026). Largest holding: NVDA (4.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$245.4K
2026 Q2
Positions
157
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
29.6%
Est. Net Flow (Q)
2026 Q2
10 / 157 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPSH$11.9K4.85%59,436
2AAPLAPPLE INCSH$8.6K3.49%29,632
3TDTORONTO DOMINION BK NEWSH$8.6K3.49%70,456
4JPMJPMORGAN CHASE & COSH$7.1K2.89%21,704
5LLYLILLY ELI & COSH$7.0K2.86%5,856
6AMZNAMAZON.COM INCSH$6.4K2.59%26,722
7CATCATERPILLAR INCSH$6.2K2.52%5,815
8MSFTMICROSOFT CORPSH$6.0K2.44%16,049
9ORLYO REILLY AUTOMOTIVE INCSH$5.5K2.22%59,300
10GOOGLALPHABET INC CL A SH$5.5K2.22%15,262

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Beaton Management Co. Inc. hold as of Q2 2026?

Beaton Management Co. Inc. reported 157 positions worth $245.4K in its Q2 2026 13F filing. Largest positions: NVDA (4.8%), AAPL (3.5%), TD (3.5%), JPM (2.9%) and LLY (2.9%).

What did Beaton Management Co. Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Beaton Management Co. Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.