The Analysis of Beaton Management Co. Inc.'s Holdings

Currently, Beaton Management Co. Inc. holds 149 types of securities in its portfolio with a total value $227.0K. In the most recent quarter, they have increased their positions in XLK (+7.8K shares, valued at $1.1K), NOW (+4.1K shares, valued at $624.170731707317), XLV (+3.7K shares, valued at $577); decreased their positions in N/A (-1.0K shares, valued at $313.0033775006495), N/A (-275 shares, valued at $138.24670287044222), AAPL (-400 shares, valued at $108.75066595631327); initiated new positions in XLK (+7.8K shares, valued at $1.1K), XLV (+3.7K shares, valued at $577), XLB (+9.3K shares, valued at $420).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORP59.7K shares-0.91%2025-12-312026-02-10

AAPL APPLE INC30.0K shares-1.31%2025-12-312026-02-10

MSFT MICROSOFT CORP16.5K shares0.00%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO21.8K shares-1.18%2025-12-312026-02-10

LLY LILLY ELI & CO5.9K shares-0.34%2025-12-312026-02-10

META META PLATFORMS INC CL A9.4K shares2.17%2025-12-312026-02-10

AMZN AMAZON.COM INC26.9K shares-1.50%2025-12-312026-02-10

TD TORONTO DOMINION BK NEW61.5K shares-0.06%2025-12-312026-02-10

Sponsored

ORLY O REILLY AUTOMOTIVE INC59.4K shares0.00%2025-12-312026-02-10

XOM EXXON MOBIL CORP43.6K shares-0.23%2025-12-312026-02-10

ALPHABET INC CL A ALPHABET INC CL A15.4K shares-6.10%2025-12-312026-02-10

BRK.A BERKSHIRE HATHAWAY INC6 shares0.00%2025-12-312026-02-10

BAC BANK OF AMER CORP81.2K shares-0.36%2025-12-312026-02-10

JNJ JOHNSON & JOHNSON COM21.4K shares-0.70%2025-12-312026-02-10

INVESCO QQQ TRUST ETF INVESCO QQQ TRUST ETF6.7K shares-1.47%2025-12-312026-02-10

PG PROCTER & GAMBLE CO28.0K shares-0.28%2025-12-312026-02-10

Sponsored

TMO THERMO FISHER SCIENTIFIC6.9K shares0.00%2025-12-312026-02-10

PEP PEPSICO INC25.6K shares-1.35%2025-12-312026-02-10

RTX RTX CORP19.5K shares-0.54%2025-12-312026-02-10

CVX CHEVRON CORP21.8K shares-0.91%2025-12-312026-02-10

CAT CATERPILLAR INC5.8K shares3.21%2025-12-312026-02-10

APH AMPHENOL CORP NEW CL A23.6K shares0.00%2025-12-312026-02-10

HD HOME DEPOT INC9.1K shares-2.30%2025-12-312026-02-10

COST COSTCO WHOLESALE CORP3.6K shares-2.44%2025-12-312026-02-10

Sponsored

DE DEERE AND CO6.2K shares0.00%2025-12-312026-02-10

GE AEROSPACE GE AEROSPACE9.4K shares0.00%2025-12-312026-02-10

IWF ISHARES RUSSELL 10006.0K shares-0.46%2025-12-312026-02-10

PM PHILIP MORRIS INTL INC17.1K shares0.00%2025-12-312026-02-10

DIS WALT DISNEY CO (HOLDING23.6K shares-0.42%2025-12-312026-02-10

HON HONEYWELL INTL INC12.8K shares0.00%2025-12-312026-02-10

ABBV ABBVIE INC COM10.4K shares-0.12%2025-12-312026-02-10

MERCK & CO INC COM MERCK & CO INC COM22.0K shares-0.23%2025-12-312026-02-10

Sponsored

STT STATE STREET CORP17.8K shares0.00%2025-12-312026-02-10

NOC NORTHROP GRUMMAN CORP3.7K shares0.00%2025-12-312026-02-10

WMT WALMART INC18.1K shares0.00%2025-12-312026-02-10

SPY SPDR S&P 500 ETF TR3.0K shares1.72%2025-12-312026-02-10

MMM 3M CO11.5K shares0.00%2025-12-312026-02-10

V VISA INC CL A5.2K shares0.00%2025-12-312026-02-10

TSLA TESLA INC4.0K shares-1.03%2025-12-312026-02-10

BA BOEING CO COM8.3K shares-3.49%2025-12-312026-02-10

Sponsored

NEE NEXTERA ENERGY INC COM19.7K shares0.00%2025-12-312026-02-10

INVESCO S&P 500 EQUAL INVESCO S&P 500 EQUAL8.2K shares-0.91%2025-12-312026-02-10

GS GOLDMAN SACHS GROUP INC1.8K shares0.00%2025-12-312026-02-10

LMT LOCKHEED MARTIN CORP3.2K shares0.00%2025-12-312026-02-10

IBM INTL BUSINESS MACH5.0K shares0.00%2025-12-312026-02-10

MCD MCDONALDS CORP4.7K shares-0.57%2025-12-312026-02-10

VZ VERIZON COMMUNICATIONS35.1K shares-0.62%2025-12-312026-02-10

KO COCA COLA CO COM19.9K shares0.00%2025-12-312026-02-10

Sponsored

ORCL ORACLE CORP6.8K shares-5.40%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC BERKSHIRE HATHAWAY INC2.6K shares-9.64%2025-12-312026-02-10

BMY BRISTOL MYERS SQUIBB CO23.4K shares3.09%2025-12-312026-02-10

NVS NOVARTIS AG SPON ADR8.9K shares0.00%2025-12-312026-02-10

LOW LOWES COS INC COM4.9K shares-0.51%2025-12-312026-02-10

PFE PFIZER INC46.6K shares-3.37%2025-12-312026-02-10

T AT&T INC46.3K shares0.00%2025-12-312026-02-10

XLK STATE STREET TECHNOLOGY7.8K sharesnew addition2025-12-312026-02-10

Sponsored

AMGN AMGEN INC3.4K shares0.00%2025-12-312026-02-10

USD ULTRA SEMICONDUCTOR21.0K shares64.94%2025-12-312026-02-10

CSCO CISCO SYSTEMS INC14.0K shares0.00%2025-12-312026-02-10

ROK ROCKWELL AUTOMATION INC2.8K shares0.00%2025-12-312026-02-10

NKE NIKE INC CL B16.1K shares3.37%2025-12-312026-02-10

DDM PROSHARES ULTRA DOW3016.8K shares96.49%2025-12-312026-02-10

ADBE ADOBE SYS INC COM2.7K shares-2.39%2025-12-312026-02-10

WFC WELLS FARGO & CO NEW9.8K shares0.00%2025-12-312026-02-10

Sponsored

MA MASTERCARD INC CL A1.6K shares0.00%2025-12-312026-02-10

FDX FEDEX CORP3.1K shares0.00%2025-12-312026-02-10

INTC INTEL CORP23.6K shares-1.67%2025-12-312026-02-10

HCA HCA HEALTHCARE INC1.9K shares0.00%2025-12-312026-02-10

MDLZ MONDELEZ INTL INC15.4K shares-0.81%2025-12-312026-02-10

ALPHABET INC CL C ALPHABET INC CL C2.6K shares0.00%2025-12-312026-02-10

LINDE PLC NEW EUR LINDE PLC NEW EUR1.9K shares0.00%2025-12-312026-02-10

WEC ENERGY GROUP INC COM WEC ENERGY GROUP INC COM7.6K shares0.00%2025-12-312026-02-10

Sponsored

XLI STATE STREET INDL SELECT5.1K shares0.00%2025-12-312026-02-10

NOW SERVICENOW INC5.1K shares388.10%2025-12-312026-02-10

NDAQ NASDAQ INC7.8K shares0.00%2025-12-312026-02-10

COP CONOCOPHILLIPS7.2K shares-12.28%2025-12-312026-02-10

CIGNA GROUP COM CIGNA GROUP COM2.4K shares-1.58%2025-12-312026-02-10

ALL ALLSTATE CORP3.2K shares0.00%2025-12-312026-02-10

CBRE CBRE GROUP INC CL A4.1K shares0.00%2025-12-312026-02-10

UFPT UFP TECHNOLOGIES INC3.0K shares0.00%2025-12-312026-02-10

Sponsored

IGM ISHARES EXPANDED4.8K shares4.30%2025-12-312026-02-10

IWM ISHARES RUSSELL 2000 ETF2.5K shares1.19%2025-12-312026-02-10

LITE LUMENTUM HOLDINGS INC1.6K shares0.00%2025-12-312026-02-10

CVS CVS HEALTH CORP7.4K shares-2.40%2025-12-312026-02-10

RS RELIANCE INC2.0K shares0.00%2025-12-312026-02-10

XLV STATE STREET HEALTH CARE3.7K sharesnew addition2025-12-312026-02-10

TE CONNECTIVITY PLC TE CONNECTIVITY PLC2.4K shares0.00%2025-12-312026-02-10

NSC NORFOLK SOUTHN CORP COM1.9K shares0.00%2025-12-312026-02-10

Sponsored

SYY SYSCO CORP7.2K shares-4.81%2025-12-312026-02-10

ABT ABBOTT LABS4.1K shares0.00%2025-12-312026-02-10

EMR EMERSON ELECTRIC CO3.8K shares0.00%2025-12-312026-02-10

QTEC FIRST TRUST NASDAQ 1002.1K shares0.00%2025-12-312026-02-10

WAT WATERS CORP1.3K shares0.00%2025-12-312026-02-10

SHEL SHELL PLC SPON ADR6.4K shares-0.93%2025-12-312026-02-10

NFLX NETFLIX INC5.0K shares1235.12%2025-12-312026-02-10

AWK AMERICAN WATER WORKS CO3.5K shares0.00%2025-12-312026-02-10

Sponsored

CITIGROUP INC CITIGROUP INC3.9K shares0.00%2025-12-312026-02-10

AMP AMERIPRISE FINANCIAL INC910 shares0.00%2025-12-312026-02-10

GNRC GENERAC HLDGS INC3.2K shares-11.03%2025-12-312026-02-10

FTSL FIRST TRUST SENIOR LN9.4K shares0.00%2025-12-312026-02-10

XLB STATE STREET MATERIALS9.3K sharesnew addition2025-12-312026-02-10

EATON CORP PLC EATON CORP PLC1.3K shares11.03%2025-12-312026-02-10

QNITY ELECTRONICS INC QNITY ELECTRONICS INC5.0K sharesnew addition2025-12-312026-02-10

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC10.0K shares0.00%2025-12-312026-02-10

Sponsored

CRM SALESFORCE INC.1.5K shares7.22%2025-12-312026-02-10

PWR QUANTA SERVICES INC900 shares0.00%2025-12-312026-02-10

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.2K shares0.00%2025-12-312026-02-10

GM GENERAL MOTORS CO4.5K shares0.00%2025-12-312026-02-10

PSX PHILLIPS 662.8K shares-1.92%2025-12-312026-02-10

KMB KIMBERLY CLARK CORP3.5K shares-0.28%2025-12-312026-02-10

CMCSA COMCAST CORP NEW CL A11.3K shares0.00%2025-12-312026-02-10

AEP AMER ELECTRIC POWER CO2.9K shares0.00%2025-12-312026-02-10

Sponsored

YUM YUM! BRANDS INC2.2K shares0.00%2025-12-312026-02-10

FVD FIRST TRUST VALUE LINE7.2K shares-1.30%2025-12-312026-02-10

WBD WARNER BROS DISCOVERY11.1K shares0.00%2025-12-312026-02-10

SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA10.0K shares0.00%2025-12-312026-02-10

PH PARKER HANNIFIN CORP351 shares0.00%2025-12-312026-02-10

VIG VANGUARD DIVID1.4K shares0.00%2025-12-312026-02-10

GIS GENL MILLS INC6.5K shares-4.39%2025-12-312026-02-10

IJH ISHARES CORE S&P MIDCAP4.5K shares0.00%2025-12-312026-02-10

Sponsored

NUE NUCOR CORP1.8K shares0.00%2025-12-312026-02-10

F FORD MOTOR CO COM22.4K shares-5.09%2025-12-312026-02-10

APD AIR PROD & CHEMICAL INC1.2K shares0.00%2025-12-312026-02-10

DELL DELL TECHNOLOGIES INC2.1K shares0.00%2025-12-312026-02-10

KKR & CO INC CL A KKR & CO INC CL A2.1K sharesnew addition2025-12-312026-02-10

BABA ALIBABA GROUP HLDG LTD1.8K shares0.00%2025-12-312026-02-10

IVW ISHARES TR S&P 500 GROWTH ETF2.1K shares0.00%2025-12-312026-02-10

MEDTRONIC PLC MEDTRONIC PLC2.6K shares0.00%2025-12-312026-02-10

Sponsored

HSY HERSHEY CO1.4K shares0.00%2025-12-312026-02-10

PHO INVESCO WATER RESOURCES3.5K shares0.00%2025-12-312026-02-10

BK BANK OF NEW YORK MELLON2.1K shares0.00%2025-12-312026-02-10

XBI STATE STREET SPDR S&P2.0K shares-1.37%2025-12-312026-02-10

IJR ISHARES CORE S&P2.0K shares0.00%2025-12-312026-02-10

XLE STATE STREET ENERGY5.5K sharesnew addition2025-12-312026-02-10

CL COLGATE PALMOLIVE CO3.0K shares0.00%2025-12-312026-02-10

TXN TEXAS INSTRUMENTS1.4K shares-4.24%2025-12-312026-02-10

Sponsored

IJT ISHARES S&P SMALLCAP 6001.6K shares0.00%2025-12-312026-02-10

VMC VULCAN MATLS CO COM812 shares0.00%2025-12-312026-02-10

UNH UNITEDHEALTH GROUP INC700 shares-22.57%2025-12-312026-02-10

ADP AUTOMATIC DATA PROCESSNG896 shares0.00%2025-12-312026-02-10

CSX CSX CORP COM6.3K shares0.00%2025-12-312026-02-10

EXR EXTRA SPACE STORAGE INC1.8K shares0.00%2025-12-312026-02-10

CAH CARDINAL HEALTH INC1.1K sharesnew addition2025-12-312026-02-10

CTVA CORTEVA INC3.4K shares-0.97%2025-12-312026-02-10

Sponsored

PEG PUBLIC SERVICE ENTERPRSE2.8K shares0.00%2025-12-312026-02-10

ED CONS EDISON CO (HOLDING2.2K shares0.00%2025-12-312026-02-10

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF340 shares0.00%2025-12-312026-02-10

TJX TJX COS INC NEW1.4K sharesnew addition2025-12-312026-02-10

ADI ANALOG DEVICES INC767 sharesnew addition2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available