§ 13F · FUND PROFILE
Beaton Management Co. Inc..
AUM · $245K (13F)Positions · 157Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 59K | $12K | 4.8% | ±0% |
| 2 | AAPL | APPLE INC | 30K | $9K | 3.5% | −1% |
| 3 | TD | TORONTO DOMINION BK NEW | 70K | $9K | 3.5% | +15% |
| 4 | JPM | JPMORGAN CHASE & CO | 22K | $7K | 2.9% | +1% |
| 5 | LLY | LILLY ELI & CO | 6K | $7K | 2.9% | −1% |
| 6 | AMZN | AMAZON.COM INC | 27K | $6K | 2.6% | ±0% |
| 7 | CAT | CATERPILLAR INC | 6K | $6K | 2.5% | +1% |
| 8 | MSFT | MICROSOFT CORP | 16K | $6K | 2.4% | −2% |
| 9 | ORLY | O REILLY AUTOMOTIVE INC | 59K | $5K | 2.2% | ±0% |
| 10 | GOOGL | ALPHABET INC CL A | 15K | $5K | 2.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEATON SIGNAL
AC read
Beaton Management Co. Inc. is a Other fund managing $245 thousand in assets. The fund runs a portfolio of 157 positions.
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