Beaton Management Co. Inc.

data from 30/09/2025

Capitalization

$ 219.916 M 7.42 %

Average holding period

22 ans

Performance

$ 116.757 M 88.10 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Beaton Management Co. Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORP 5.11% 11.248 M $ 60285 2019/12/31 1.738 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 3.88% 8.543 M $ 16494 2017/06/30 339.711 K $ 4.13 %
2025/09/30 AAPL APPLE INC 3.52% 7.749 M $ 30432 2017/06/30 1.510 M $ 24.11 %
2025/09/30 JPM JPMORGAN CHASE & CO 3.17% 6.961 M $ 22067 2017/06/30 560.597 K $ 8.80 %
2025/09/30 META META PLATFORMS INC CL A 3.08% 6.765 M $ 9212 2017/06/30 -34.306 K $ -0.50 %
2025/09/30 ORLY O REILLY AUTOMOTIVE INC 2.91% 6.406 M $ 59420 2017/06/30 1.068 M $ 19.61 %
2025/09/30 AMZN AMAZON.COM INC 2.73% 5.993 M $ 27292 2017/06/30 4.885 K $ 0.08 %
2025/09/30 XOM EXXON MOBIL CORP 2.24% 4.930 M $ 43721 2017/06/30 219.374 K $ 4.59 %
2025/09/30 TD TORONTO DOMINION BK NEW 2.24% 4.919 M $ 61526 2017/06/30 447.577 K $ 8.85 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC 2.06% 4.525 M $ 6 2022/06/30 152.400 K $ 3.49 %
2025/09/30 LLY LILLY ELI & CO 2.06% 4.525 M $ 5931 2023/12/31 -97.708 K $ -2.12 %
2025/09/30 PG PROCTER & GAMBLE CO 1.96% 4.317 M $ 28094 2017/06/30 -160.993 K $ -3.56 %
2025/09/30 BAC BANK OF AMER CORP 1.91% 4.204 M $ 81488 2017/06/30 347.953 K $ 9.02 %
2025/09/30 QQQ INVESCO QQQ TRUST ETF 1.86% 4.092 M $ 6815 2018/06/30 341.353 K $ 8.83 %
2025/09/30 JNJ JOHNSON & JOHNSON COM 1.82% 3.994 M $ 21542 2017/06/30 703.777 K $ 21.38 %
2025/09/30 GOOGL ALPHABET INC CL A 1.81% 3.986 M $ 16396 2022/06/30 1.066 M $ 37.95 %
2025/09/30 HD HOME DEPOT INC 1.71% 3.769 M $ 9302 2017/06/30 359.555 K $ 10.51 %
2025/09/30 PEP PEPSICO INC 1.65% 3.639 M $ 25908 2017/06/30 218.887 K $ 6.36 %
2025/09/30 CVX CHEVRON CORP 1.56% 3.421 M $ 22031 2017/06/30 273.472 K $ 8.45 %
2025/09/30 COST COSTCO WHOLESALE CORP 1.54% 3.383 M $ 3655 2017/06/30 -236.660 K $ -6.50 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC 1.52% 3.348 M $ 6903 2017/06/30 549.202 K $ 19.62 %
2025/09/30 RTX RTX CORP 1.49% 3.280 M $ 19602 2020/06/30 419.721 K $ 14.59 %
2025/09/30 APH AMPHENOL CORP NEW CL A 1.33% 2.921 M $ 23600 2017/09/30 590.000 K $ 25.31 %
2025/09/30 DE DEERE AND CO 1.30% 2.851 M $ 6236 2017/06/30 -320.392 K $ -10.08 %
2025/09/30 GE GE AEROSPACE 1.29% 2.829 M $ 9405 2021/09/30 408.459 K $ 16.87 %
2025/09/30 IWF ISHARES RUSSELL 1000 1.28% 2.822 M $ 6024 2023/06/30 264.470 K $ 10.32 %
2025/09/30 PM PHILIP MORRIS INTL INC 1.26% 2.766 M $ 17050 2017/06/30 -342.796 K $ -10.94 %
2025/09/30 DIS WALT DISNEY CO (HOLDING 1.23% 2.714 M $ 23705 2017/06/30 -224.616 K $ -7.67 %
2025/09/30 HON HONEYWELL INTL INC 1.23% 2.695 M $ 12803 2017/06/30 -289.351 K $ -9.61 %
2025/09/30 CAT CATERPILLAR INC 1.22% 2.673 M $ 5603 2017/06/30 498.330 K $ 22.91 %
2025/09/30 ABBV ABBVIE INC COM 1.10% 2.415 M $ 10428 2017/06/30 478.807 K $ 24.74 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 1.02% 2.246 M $ 3686 2017/06/30 405.760 K $ 21.87 %
2025/09/30 STT STATE STREET CORP 0.94% 2.061 M $ 17770 2017/06/30 172.802 K $ 9.09 %
2025/09/30 ORCL ORACLE CORP 0.92% 2.030 M $ 7219 2017/06/30 458.242 K $ 28.64 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.88% 1.935 M $ 2905 2023/06/30 140.398 K $ 7.82 %
2025/09/30 WMT WALMART INC 0.85% 1.866 M $ 18107 2017/06/30 95.604 K $ 5.40 %
2025/09/30 BA BOEING CO COM 0.84% 1.853 M $ 8584 2017/06/30 54.079 K $ 3.01 %
2025/09/30 MRK MERCK & CO INC COM 0.84% 1.850 M $ 22037 2017/06/30 97.722 K $ 6.02 %
2025/09/30 TSLA TESLA INC 0.82% 1.806 M $ 4062 2020/09/30 518.531 K $ 40.01 %
2025/09/30 MMM 3M CO 0.81% 1.781 M $ 11475 2017/06/30 33.736 K $ 1.93 %
2025/09/30 V VISA INC CL A 0.81% 1.780 M $ 5214 2017/06/30 -72.642 K $ -3.85 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.72% 1.577 M $ 3158 2017/06/30 115.676 K $ 7.79 %
2025/09/30 RSP INVESCO S&P 500 EQUAL 0.71% 1.565 M $ 8249 2023/06/30 65.701 K $ 4.38 %
2025/09/30 VZ VERIZON COMMUNICATIONS 0.71% 1.552 M $ 35308 2017/06/30 24.009 K $ 1.57 %
2025/09/30 NEE NEXTERA ENERGY INC COM 0.68% 1.487 M $ 19700 2017/06/30 119.578 K $ 8.74 %
2025/09/30 MCD MCDONALDS CORP 0.66% 1.444 M $ 4751 2017/06/30 55.681 K $ 4.01 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC 0.65% 1.434 M $ 2853 2017/06/30 49.688 K $ 3.49 %
2025/09/30 IBM INTL BUSINESS MACH 0.64% 1.415 M $ 5014 2017/06/30 -63.276 K $ -4.28 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.63% 1.394 M $ 1750 2017/06/30 155.050 K $ 12.51 %
2025/09/30 KO COCA COLA CO COM 0.60% 1.319 M $ 19881 2017/06/30 -88.072 K $ -6.26 %
2025/09/30 T AT&T INC 0.59% 1.308 M $ 46304 2017/06/30 -34.512 K $ -2.42 %
2025/09/30 USD ULTRA SEMICONDUCTOR 0.57% 1.260 M $ 12720 2023/03/31 318.254 K $ 33.82 %
2025/09/30 PFE PFIZER INC 0.56% 1.228 M $ 48190 2017/06/30 60.043 K $ 5.11 %
2025/09/30 LOW LOWES COS INC COM 0.56% 1.228 M $ 4886 2017/06/30 149.731 K $ 13.27 %
2025/09/30 NVS NOVARTIS AG SPON ADR 0.52% 1.138 M $ 8873 2017/06/30 64.151 K $ 5.97 %
2025/09/30 NKE NIKE INC CL B 0.49% 1.088 M $ 15596 2017/06/30 -20.079 K $ -1.84 %
2025/09/30 BMY BRISTOL MYERS SQUIBB CO 0.46% 1.022 M $ 22669 2017/06/30 -26.678 K $ -2.57 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.44% 969.000 K $ 15507 2017/06/30 -81.294 K $ -7.37 %
2025/09/30 ROK ROCKWELL AUTOMATION INC 0.44% 967.000 K $ 2768 2021/06/30 48.052 K $ 5.23 %
2025/09/30 NOW SERVICENOW INC 0.44% 966.000 K $ 1050 2020/06/30 -113.189 K $ -10.49 %
2025/09/30 AMGN AMGEN INC 0.44% 962.000 K $ 3409 2017/06/30 10.348 K $ 1.07 %
2025/09/30 ADBE ADOBE SYS INC COM 0.44% 959.000 K $ 2719 2017/06/30 -93.686 K $ -8.82 %
2025/09/30 CSCO CISCO SYS INC COM 0.44% 958.000 K $ 14006 2017/09/30 -13.445 K $ -1.38 %
2025/09/30 DDM PROSHARES ULTRA DOW30 0.42% 917.000 K $ 8550 2023/06/30 79.087 K $ 9.44 %
2025/09/30 MA MASTERCARD INC CL A 0.41% 900.000 K $ 1582 2018/06/30 10.868 K $ 1.22 %
2025/09/30 LIN LINDE PLC NEW EUR 0.41% 894.000 K $ 1883 2023/03/31 10.959 K $ 1.24 %
2025/09/30 WEC WEC ENERGY GROUP INC COM 0.40% 869.000 K $ 7584 2017/06/30 78.797 K $ 9.97 %
2025/09/30 WFC WELLS FARGO & CO NEW 0.38% 826.000 K $ 9850 2017/06/30 36.629 K $ 4.62 %
2025/09/30 INTC INTEL CORP 0.37% 805.000 K $ 23982 2022/06/30 267.399 K $ 49.80 %
2025/09/30 XLI SELECT SECTOR SPDR TR INDL 0.36% 791.000 K $ 5126 2017/06/30 34.395 K $ 4.55 %
2025/09/30 HCA HCA HEALTHCARE INC 0.36% 788.000 K $ 1850 2020/09/30 79.734 K $ 11.25 %
2025/09/30 DD DUPONT DE NEMOURS INC 0.35% 779.000 K $ 9999 2019/06/30 93.705 K $ 13.58 %
2025/09/30 COP CONOCOPHILLIPS 0.35% 777.000 K $ 8214 2017/06/30 40.366 K $ 5.40 %
2025/09/30 FDX FEDEX CORP 0.33% 735.000 K $ 3117 2017/06/30 27.344 K $ 3.74 %
2025/09/30 CI CIGNA GROUP COM 0.32% 712.000 K $ 2469 2018/12/31 -104.597 K $ -12.80 %
2025/09/30 NDAQ NASDAQ INC 0.31% 690.000 K $ 7800 2017/09/30 -7.565 K $ -1.09 %
2025/09/30 ALL ALLSTATE CORP 0.31% 681.000 K $ 3174 2017/06/30 42.341 K $ 6.63 %
2025/09/30 CBRE CBRE GROUP INC CL A 0.29% 646.000 K $ 4100 2020/12/31 71.503 K $ 12.46 %
2025/09/30 GOOG ALPHABET INC CL C 0.29% 639.000 K $ 2622 2021/09/30 188.688 K $ 37.29 %
2025/09/30 SYY SYSCO CORP 0.29% 627.000 K $ 7613 2017/06/30 51.565 K $ 8.71 %
2025/09/30 GNRC GENERAC HLDGS INC 0.28% 607.000 K $ 3625 2022/12/31 87.688 K $ 16.90 %
2025/09/30 IWM ISHARES RUSSELL 2000 ETF 0.27% 592.000 K $ 2445 2023/06/30 63.985 K $ 12.12 %
2025/09/30 UFPT UFP TECHNOLOGIES INC 0.27% 589.000 K $ 2950 2021/12/31 -133.680 K $ -18.26 %
2025/09/30 IGM ISHARES EXPANDED 0.27% 586.000 K $ 4650 2023/03/31 63.286 K $ 12.12 %
2025/09/30 CVS CVS HEALTH CORP 0.26% 569.000 K $ 7541 2017/06/30 48.978 K $ 9.29 %
2025/09/30 NSC NORFOLK SOUTHN CORP COM 0.26% 565.000 K $ 1880 2017/06/30 83.547 K $ 17.37 %
2025/09/30 RS RELIANCE INC 0.26% 562.000 K $ 2000 2020/09/30 -66.139 K $ -10.53 %
2025/09/30 ABT ABBOTT LABS 0.25% 552.000 K $ 4119 2017/06/30 -8.526 K $ -1.52 %
2025/09/30 TEL TE CONNECTIVITY PLC 0.24% 535.000 K $ 2436 2024/09/30 123.894 K $ 30.14 %
2025/09/30 EMR EMERSON ELEC CO COM 0.23% 504.000 K $ 3845 2017/06/30 -8.266 K $ -1.61 %
2025/09/30 QTEC FIRST TRUST NASDAQ 100 0.22% 494.000 K $ 2150 2023/06/30 36.077 K $ 7.88 %
2025/09/30 AWK AMERICAN WATER WORKS CO 0.22% 491.000 K $ 3525 2017/06/30 281.000 $ 0.06 %
2025/09/30 SHEL SHELL PLC SPON ADR 0.21% 461.000 K $ 6450 2022/03/31 7.224 K $ 1.59 %
2025/09/30 NFLX NETFLIX INC 0.20% 447.000 K $ 373 2024/03/31 -52.298 K $ -10.48 %
2025/09/30 AMP AMERIPRISE FINANCIAL INC 0.20% 447.000 K $ 910 2021/03/31 -38.656 K $ -7.95 %
2025/09/30 ETN EATON CORP PLC 0.20% 441.000 K $ 1179 2023/06/30 18.192 K $ 4.84 %
2025/09/30 KMB KIMBERLY CLARK CORP 0.20% 437.000 K $ 3516 2017/06/30 -16.446 K $ -3.55 %
2025/09/30 FTSL FIRST TRUST SENIOR LN 0.20% 433.000 K $ 9450 2024/12/31 -447.000 $ -0.11 %
2025/09/30 C CITIGROUP INC 0.18% 392.000 K $ 3866 2023/12/31 63.325 K $ 19.25 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.18% 392.000 K $ 3171 2017/06/30 18.233 K $ 4.88 %