§ 13F · FUND PROFILE
Beaton Management Co. Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $220K (13F)Positions · 142Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 59K | $10K | 4.6% | −1% |
| 2 | AAPL | APPLE INC | 30K | $8K | 3.4% | −1% |
| 3 | XOM | EXXON MOBIL CORP | 42K | $7K | 3.2% | −4% |
| 4 | JPM | JPMORGAN CHASE & CO | 22K | $6K | 2.8% | −1% |
| 5 | MSFT | MICROSOFT CORP | 16K | $6K | 2.7% | −1% |
| 6 | TD | TORONTO DOMINION BK NEW | 61K | $6K | 2.5% | ±0% |
| 7 | AMZN | AMAZON.COM INC | 27K | $6K | 2.5% | ±0% |
| 8 | ORLY | O REILLY AUTOMOTIVE INC | 59K | $5K | 2.4% | ±0% |
| 9 | META | META PLATFORMS INC CL A | 10K | $5K | 2.4% | +1% |
| 10 | LLY | LILLY ELI & CO | 6K | $5K | 2.4% | ±0% |
§ 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 $220 thousand in assets. The fund runs a portfolio of 142 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed