Beaton-Management-Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "SBCF",
  null,
  "ALL",
  "GOOGL",
  "T",
  "CAT",
  "LOW",
  "DUK",
  null,
  "GIS",
  "HON",
  "HD",
  null,
  "MCD",
  "EMR",
  "META",
  "IJH",
  null,
  "LIN",
  "PWR",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "NDAQ",
  "GE",
  "NVS",
  "ORLY",
  "HSY",
  "AMP",
  "IJR",
  "KKR",
  "ORCL",
  "NOC",
  "IWF",
  "PEP",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "ROK",
  "NOW",
  "RS",
  "SHEL",
  "RTX",
  "IBM",
  "TEL",
  "CI",
  "TXN",
  "TD",
  "TMO",
  "UNM",
  "UFPT",
  null,
  null,
  null,
  "DD",
  "GM",
  "APH",
  "F",
  "GNRC",
  "WEC",
  "AEP",
  "PEG",
  "AMZN",
  "HCA",
  "V",
  "WMT",
  "WAT",
  "WFC",
  "YUM",
  "NSC",
  "PSX",
  "CRM",
  "SYY",
  null,
  "ZBH",
  "EXR",
  "NUE",
  "FDX",
  "KMB",
  "LULU",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BA",
  "BMY",
  "CBRE",
  "CVX",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "ED",
  "COST",
  "CTVA",
  "CVS",
  "DVA",
  "DE",
  "RSP",
  "IJT",
  "NEE",
  "NKE",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 138
Total Value: 192660
Accession Number: 0001714678-25-000004
Form Type: 13F-HR
CIK: beaton-management-co
Manager Name: Beaton-Management-Co

Data Enrichment

94% identified

130 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

138 positions • $192.7K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 7

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DEERE & CO

DE|244199105

Shares:6.3K

Value:$2.9M

% of Portfolio:1523.4% ($2.9M/$192.7K)

Philip Morris International Inc.

PM|718172109

Shares:17.3K

Value:$2.7M

% of Portfolio:1425.3% ($2.7M/$192.7K)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:12.9K

Value:$2.7M

% of Portfolio:1417.5% ($2.7M/$192.7K)

RTX Corp

RTX|75513E101

Shares:19.4K

Value:$2.6M

% of Portfolio:1333.4% ($2.6M/$192.7K)

Alphabet Inc.

GOOGL|02079K305

Shares:15.9K

Value:$2.5M

% of Portfolio:1274.3% ($2.5M/$192.7K)

Walt Disney Co

DIS|254687106

Shares:24.0K

Value:$2.4M

% of Portfolio:1228.1% ($2.4M/$192.7K)

464287614

IWF|464287614

Shares:6.0K

Value:$2.2M

% of Portfolio:1126.3% ($2.2M/$192.7K)

AbbVie Inc.

ABBV|00287Y109

Shares:10.3K

Value:$2.2M

% of Portfolio:1125.8% ($2.2M/$192.7K)

GENERAL ELECTRIC CO

GE|369604301

Shares:9.5K

Value:$1.9M

% of Portfolio:987.8% ($1.9M/$192.7K)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:3.7K

Value:$1.9M

% of Portfolio:986.2% ($1.9M/$192.7K)

VISA INC.

V|92826C839

Shares:5.3K

Value:$1.9M

% of Portfolio:966.5% ($1.9M/$192.7K)

CATERPILLAR INC

CAT|149123101

Shares:5.6K

Value:$1.8M

% of Portfolio:959.2% ($1.8M/$192.7K)

Merck & Co., Inc.

MRK|58933Y105

Shares:20.3K

Value:$1.8M

% of Portfolio:945.2% ($1.8M/$192.7K)

Walmart Inc.

WMT|931142103

Shares:18.6K

Value:$1.6M

% of Portfolio:845.5% ($1.6M/$192.7K)

3M CO

MMM|88579Y101

Shares:10.9K

Value:$1.6M

% of Portfolio:832.6% ($1.6M/$192.7K)

STATE STREET CORP

STT|857477103

Shares:17.9K

Value:$1.6M

% of Portfolio:830.5% ($1.6M/$192.7K)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:35.0K

Value:$1.6M

% of Portfolio:824.2% ($1.6M/$192.7K)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.8K

Value:$1.6M

% of Portfolio:821.7% ($1.6M/$192.7K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.9K

Value:$1.6M

% of Portfolio:811.3% ($1.6M/$192.7K)

AMPHENOL CORP /DE/

APH|032095101

Shares:23.6K

Value:$1.5M

% of Portfolio:803.5% ($1.5M/$192.7K)

Instrument	Shares		Other Manager	Value	% of Portfolio
DEERE & CO(DEcusip244199105)	6.3K	QoQ -0.39% (-25) YoY -0.39% (-25)	All Managers (Combined)	$2.9M	1523.4% ($2.9M/$192.7K)	QoQ +10.33% (-$0) YoY +13.80% (-$0)
Philip Morris International Inc.(PMcusip718172109)	17.3K	QoQ -0.57% (-100) YoY -0.57% (-100)	All Managers (Combined)	$2.7M	1425.3% ($2.7M/$192.7K)	QoQ +31.13% (-$1) YoY +72.27% (-$1)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	12.9K	QoQ 0.00% (-0) YoY +0.24% (+31)	All Managers (Combined)	$2.7M	1417.5% ($2.7M/$192.7K)	QoQ -6.28% (-$0) YoY +3.40% (+$0)
RTX Corp(RTXcusip75513E101)	19.4K	QoQ 0.00% (+0) YoY -0.25% (-50)	All Managers (Combined)	$2.6M	1333.4% ($2.6M/$192.7K)	QoQ +14.43% (+$0) YoY +35.42% (-$1)
Alphabet Inc.(GOOGLcusip02079K305)	15.9K	QoQ 0.00% (-0) YoY +2.83% (+437)	All Managers (Combined)	$2.5M	1274.3% ($2.5M/$192.7K)	QoQ -18.30% (-$1) YoY +5.36% (+$0)
Walt Disney Co(DIScusip254687106)	24.0K	QoQ -0.82% (-200) YoY -0.34% (-83)	All Managers (Combined)	$2.4M	1228.1% ($2.4M/$192.7K)	QoQ -12.07% (-$0) YoY -19.60% (-$1)
(IWFcusip464287614)	6.0K	QoQ -2.43% (-150) YoY -2.43% (-150)	All Managers (Combined)	$2.2M	1126.3% ($2.2M/$192.7K)	QoQ -12.25% (-$0) YoY +4.52% (-$0)
AbbVie Inc.(ABBVcusip00287Y109)	10.3K	QoQ -1.89% (-200) YoY -4.91% (-535)	All Managers (Combined)	$2.2M	1125.8% ($2.2M/$192.7K)	QoQ +15.68% (-$0) YoY +9.43% (-$0)
GENERAL ELECTRIC CO(GEcusip369604301)	9.5K	QoQ +0.47% (+45) YoY +0.33% (+32)	All Managers (Combined)	$1.9M	987.8% ($1.9M/$192.7K)	QoQ +20.59% (+$0) YoY +14.43% (+$0)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	3.7K	QoQ -0.66% (-25) YoY -1.98% (-75)	All Managers (Combined)	$1.9M	986.2% ($1.9M/$192.7K)	QoQ +8.38% (-$0) YoY +4.85% (-$0)
VISA INC.(Vcusip92826C839)	5.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.9M	966.5% ($1.9M/$192.7K)	QoQ +10.89% (+$0) YoY +25.55% (+$0)
CATERPILLAR INC(CATcusip149123101)	5.6K	QoQ -0.88% (-50) YoY -0.88% (-50)	All Managers (Combined)	$1.8M	959.2% ($1.8M/$192.7K)	QoQ -9.89% (-$0) YoY -10.76% (-$0)
Merck & Co., Inc.(MRKcusip58933Y105)	20.3K	QoQ +6.28% (-1.2K) YoY +2.73% (-541)	All Managers (Combined)	$1.8M	945.2% ($1.8M/$192.7K)	QoQ -4.10% (-$0) YoY -30.09% (-$1)
Walmart Inc.(WMTcusip931142103)	18.6K	QoQ 0.00% (-0) YoY +1.08% (+200)	All Managers (Combined)	$1.6M	845.5% ($1.6M/$192.7K)	QoQ -2.86% (-$0) YoY +47.42% (+$1)
3M CO(MMMcusip88579Y101)	10.9K	QoQ +0.92% (+100) YoY -0.45% (-50)	All Managers (Combined)	$1.6M	832.6% ($1.6M/$192.7K)	QoQ +14.81% (+$0) YoY +37.80% (-$0)
STATE STREET CORP(STTcusip857477103)	17.9K	QoQ 0.00% (-0) YoY -0.84% (-152)	All Managers (Combined)	$1.6M	830.5% ($1.6M/$192.7K)	QoQ -8.77% (-$0) YoY +14.86% (-$0)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	35.0K	QoQ -0.56% (-200) YoY -1.29% (-458)	All Managers (Combined)	$1.6M	824.2% ($1.6M/$192.7K)	QoQ +12.78% (-$0) YoY +6.72% (-$0)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.8K	QoQ -5.31% (-159) YoY +56.87% (+1.0K)	All Managers (Combined)	$1.6M	821.7% ($1.6M/$192.7K)	QoQ -9.64% (-$0) YoY +67.69% (+$1)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.9K	QoQ -1.67% (-50) YoY -6.23% (-195)	All Managers (Combined)	$1.6M	811.3% ($1.6M/$192.7K)	QoQ +15.52% (-$0) YoY +18.76% (-$0)
AMPHENOL CORP /DE/(APHcusip032095101)	23.6K	QoQ 0.00% (-0) YoY +100.00% (+11.8K)	All Managers (Combined)	$1.5M	803.5% ($1.5M/$192.7K)	QoQ -5.55% (-$0) YoY +13.73% (+$0)