Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Beaton Management Co. Inc. (CIK 1714678) reported $224.6M across 146 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($10.3M, 4.61%), AAPL ($7.6M, 3.37%), XOM ($7.1M, 3.17%), JPM ($6.3M, 2.82%), MSFT ($6.1M, 2.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $10.3M | 4.61% | 59,336 | Trimmed |
| 2 | AAPL | APPLE INC | $7.6M | 3.37% | 29,807 | Trimmed |
| 3 | XOM | EXXON MOBIL CORP | $7.1M | 3.17% | 41,921 | Trimmed |
| 4 | JPM | JPMORGAN CHASE & CO | $6.3M | 2.82% | 21,561 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $6.1M | 2.70% | 16,379 | Trimmed |
| 6 | TD | TORONTO DOMINION BK NEW | $5.7M | 2.55% | 61,295 | Trimmed |
| 7 | AMZN | AMAZON.COM INC | $5.6M | 2.49% | 26,822 | Trimmed |
| 8 | ORLY | O REILLY AUTOMOTIVE INC | $5.5M | 2.44% | 59,300 | Trimmed |
| 9 | META | META PLATFORMS INC CL A | $5.4M | 2.42% | 9,512 | Added |
| 10 | LLY | LILLY ELI & CO | $5.4M | 2.41% | 5,886 | Trimmed |
| 11 | JNJ | JOHNSON & JOHNSON COM | $5.2M | 2.33% | 21,378 | Trimmed |
| 12 | CVX | CHEVRON CORP | $4.5M | 1.99% | 21,617 | Trimmed |
| 13 | GOOGL | ALPHABET INC CL A | $4.4M | 1.98% | 15,462 | Added |
| 14 | BRK/A | BERKSHIRE HATHAWAY INC | $4.3M | 1.92% | 6 | Hold |
| 15 | CAT | CATERPILLAR INC | $4.1M | 1.81% | 5,733 | Trimmed |
| 16 | PG | PROCTER & GAMBLE CO | $4.0M | 1.79% | 27,880 | Trimmed |
| 17 | BAC | BANK OF AMER CORP | $4.0M | 1.76% | 81,195 | Hold |
| 18 | PEP | PEPSICO INC | $3.9M | 1.76% | 25,416 | Trimmed |
| 19 | QQQ | INVESCO QQQ TRUST ETF | $3.8M | 1.70% | 6,615 | Trimmed |
| 20 | RTX | RTX CORP | $3.7M | 1.65% | 19,208 | Trimmed |
| 21 | COST | COSTCO WHOLESALE CORP | $3.6M | 1.61% | 3,631 | Added |
| 22 | DE | DEERE AND CO | $3.5M | 1.56% | 6,216 | Trimmed |
| 23 | TMO | THERMO FISHER SCIENTIFIC | $3.4M | 1.50% | 6,863 | Trimmed |
| 24 | APH | AMPHENOL CORP NEW CL A | $3.0M | 1.33% | 23,600 | Hold |
| 25 | HD | HOME DEPOT INC | $3.0M | 1.32% | 8,988 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31