MondegarAI
Beaton Management Co. Inc.

Q3 2025 · 13F-HR

Beaton Management Co. Inc.holdings as filed

Filed 2025-11-12 · accession 0001714678-25-000006

$219,916
Reported value
142
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Beaton Management Co. Inc. · Q3 2025

AI · grounded in 13F

Beaton Management Co. Inc. established a new position in NVDA worth $11,248. The fund also added new holdings in MSFT for $8,543 and AAPL for $7,749. Other new entries include JPM and META. The fund manages a total AUM of $219,916 across 142 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP$11,2485.11%60,285CommonSOLE
594918104MSFTMICROSOFT CORP$8,5433.88%16,494CommonSOLE
037833100AAPLAPPLE INC$7,7493.52%30,432CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$6,9613.17%22,067CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$6,7653.08%9,212CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC$6,4062.91%59,420CommonSOLE
023135106AMZNAMAZON.COM INC$5,9932.73%27,292CommonSOLE
30231G102XOMEXXON MOBIL CORP$4,9302.24%43,721CommonSOLE
891160509TDTORONTO DOMINION BK NEW$4,9192.24%61,526CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC$4,5252.06%6CommonSOLE
532457108LLYLILLY ELI & CO$4,5252.06%5,931CommonSOLE
742718109PGPROCTER & GAMBLE CO$4,3171.96%28,094CommonSOLE
060505104BACBANK OF AMER CORP$4,2041.91%81,488CommonSOLE
46090E103QQQINVESCO QQQ TRUST ETF$4,0921.86%6,815CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$3,9941.82%21,542CommonSOLE
02079K305GOOGLALPHABET INC CL A$3,9861.81%16,396CommonSOLE
437076102HDHOME DEPOT INC$3,7691.71%9,302CommonSOLE
713448108PEPPEPSICO INC$3,6391.65%25,908CommonSOLE
166764100CVXCHEVRON CORP$3,4211.56%22,031CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$3,3831.54%3,655CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$3,3481.52%6,903CommonSOLE
75513E101RTXRTX CORP$3,2801.49%19,602CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$2,9211.33%23,600CommonSOLE
244199105DEDEERE AND CO$2,8511.30%6,236CommonSOLE
369604301GEGE AEROSPACE$2,8291.29%9,405CommonSOLE
464287614IWFISHARES RUSSELL 1000$2,8221.28%6,024CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2,7661.26%17,050CommonSOLE
254687106DISWALT DISNEY CO (HOLDING$2,7141.23%23,705CommonSOLE
438516106HONHONEYWELL INTL INC$2,6951.23%12,803CommonSOLE
149123101CATCATERPILLAR INC$2,6731.22%5,603CommonSOLE
00287Y109ABBVABBVIE INC COM$2,4151.10%10,428CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2,2461.02%3,686CommonSOLE
857477103STTSTATE STREET CORP$2,0610.94%17,770CommonSOLE
68389X105ORCLORACLE CORP$2,0300.92%7,219CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1,9350.88%2,905CommonSOLE
931142103WMTWALMART INC$1,8660.85%18,107CommonSOLE
097023105BABOEING CO COM$1,8530.84%8,584CommonSOLE
58933Y105MRKMERCK & CO INC COM$1,8500.84%22,037CommonSOLE
88160R101TSLATESLA INC$1,8060.82%4,062CommonSOLE
88579Y101MMM3M CO$1,7810.81%11,475CommonSOLE
92826C839VVISA INC CL A$1,7800.81%5,214CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1,5770.72%3,158CommonSOLE
46137V357RSPINVESCO S&P 500 EQUAL$1,5650.71%8,249CommonSOLE
92343V104VZVERIZON COMMUNICATIONS$1,5520.71%35,308CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$1,4870.68%19,700CommonSOLE
580135101MCDMCDONALDS CORP$1,4440.66%4,751CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC$1,4340.65%2,853CommonSOLE
459200101IBMINTL BUSINESS MACH$1,4150.64%5,014CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1,3940.63%1,750CommonSOLE
191216100KOCOCA COLA CO COM$1,3190.60%19,881CommonSOLE
00206R102TAT&T INC$1,3080.59%46,304CommonSOLE
74347R669USDULTRA SEMICONDUCTOR$1,2600.57%12,720CommonSOLE
548661107LOWLOWES COS INC COM$1,2280.56%4,886CommonSOLE
717081103PFEPFIZER INC$1,2280.56%48,190CommonSOLE
66987V109NVSNOVARTIS AG SPON ADR$1,1380.52%8,873CommonSOLE
654106103NKENIKE INC CL B$1,0880.49%15,596CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$1,0220.46%22,669CommonSOLE
609207105MDLZMONDELEZ INTL INC$9690.44%15,507CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$9670.44%2,768CommonSOLE
81762P102NOWSERVICENOW INC$9660.44%1,050CommonSOLE
031162100AMGNAMGEN INC$9620.44%3,409CommonSOLE
00724F101ADBEADOBE SYS INC COM$9590.44%2,719CommonSOLE
17275R102CSCOCISCO SYS INC COM$9580.44%14,006CommonSOLE
74347R305DDMPROSHARES ULTRA DOW30$9170.42%8,550CommonSOLE
57636Q104MAMASTERCARD INC CL A$9000.41%1,582CommonSOLE
G54950103LINLINDE PLC NEW EUR$8940.41%1,883CommonSOLE
92939U106WECWEC ENERGY GROUP INC COM$8690.40%7,584CommonSOLE
949746101WMT2WELLS FARGO & CO NEW$8260.38%9,850CommonSOLE
458140100INTCINTEL CORP$8050.37%23,982CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR INDL$7910.36%5,126CommonSOLE
40412C101HCAHCA HEALTHCARE INC$7880.36%1,850CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$7790.35%9,999CommonSOLE
20825C104COPCONOCOPHILLIPS$7770.35%8,214CommonSOLE
31428X106FDXFEDEX CORP$7350.33%3,117CommonSOLE
125523100CICIGNA GROUP COM$7120.32%2,469CommonSOLE
631103108NDAQNASDAQ INC$6900.31%7,800CommonSOLE
020002101ALLALLSTATE CORP$6810.31%3,174CommonSOLE
12504L109CBRECBRE GROUP INC CL A$6460.29%4,100CommonSOLE
02079K107GOOGALPHABET INC CL C$6390.29%2,622CommonSOLE
871829107SYYSYSCO CORP$6270.29%7,613CommonSOLE
368736104GNRCGENERAC HLDGS INC$6070.28%3,625CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$5920.27%2,445CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$5890.27%2,950CommonSOLE
464287549IGMISHARES EXPANDED$5860.27%4,650CommonSOLE
126650100CVSCVS HEALTH CORP$5690.26%7,541CommonSOLE
655844108NSCNORFOLK SOUTHN CORP COM$5650.26%1,880CommonSOLE
759509102RSRELIANCE INC$5620.26%2,000CommonSOLE
002824100ABTABBOTT LABS$5520.25%4,119CommonSOLE
G87052109TELTE CONNECTIVITY PLC$5350.24%2,436CommonSOLE
291011104EMREMERSON ELEC CO COM$5040.23%3,845CommonSOLE
337345102QTECFIRST TRUST NASDAQ 100$4940.22%2,150CommonSOLE
030420103AWKAMERICAN WATER WORKS CO$4910.22%3,525CommonSOLE
780259305SHELSHELL PLC SPON ADR$4610.21%6,450CommonSOLE
64110L106NFLXNETFLIX INC$4470.20%373CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$4470.20%910CommonSOLE
G29183103ETNEATON CORP PLC$4410.20%1,179CommonSOLE
494368103KMBKIMBERLY CLARK CORP$4370.20%3,516CommonSOLE
33738D309FTSLFIRST TRUST SENIOR LN$4330.20%9,450CommonSOLE
172967424CCITIGROUP INC$3920.18%3,866CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$3920.18%3,171CommonSOLE
941848103WATWATERS CORP$3900.18%1,300CommonSOLE
718546104PSXPHILLIPS 66$3890.18%2,863CommonSOLE
74762E102QUREQUANTA SERVICES INC$3730.17%900CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$3560.16%11,346CommonSOLE
370334104GISGENL MILLS INC$3450.16%6,838CommonSOLE
33734H106FVDFIRST TRUST VALUE LINE$3370.15%7,294CommonSOLE
988498101YUMYUM! BRANDS INC$3370.15%2,219CommonSOLE
025537101AEPAMER ELECTRIC POWER CO$3300.15%2,934CommonSOLE
79466L302CRMSALESFORCE INC.$3280.15%1,385CommonSOLE
009158106APDAIR PROD & CHEMICAL INC$3190.15%1,169CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$3140.14%1,755CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3120.14%904CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$3040.14%10,000CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$3040.14%2,143CommonSOLE
921908844VIGVANGUARD DIVID$3000.14%1,389CommonSOLE
464287507IJHISHARES CORE S&P MIDCAP$2960.13%4,530CommonSOLE
345370860FFORD MOTOR CO COM$2820.13%23,562CommonSOLE
37045V100GMGENERAL MOTORS CO$2730.12%4,480CommonSOLE
701094104PHPARKER HANNIFIN CORP$2660.12%351CommonSOLE
55024U109LITELUMENTUM HOLDINGS INC$2640.12%1,620CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSNG$2630.12%896CommonSOLE
882508104TXNTEXAS INSTRUMENTS$2600.12%1,415CommonSOLE
427866108HSYHERSHEY CO$2590.12%1,384CommonSOLE
46137V142PHOINVESCO WATER RESOURCES$2550.12%3,530CommonSOLE
G5960L103MDTMEDTRONIC PLC$2510.11%2,638CommonSOLE
464287309IVWISHARES TR S&P 500 GROWTH ETF$2510.11%2,080CommonSOLE
929160109VMCVULCAN MATLS CO COM$2500.11%812CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$2470.11%1,750CommonSOLE
670346105NUENUCOR CORP$2440.11%1,800CommonSOLE
464287804IJRISHARES CORE S&P$2420.11%2,039CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2410.11%3,019CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRSE$2330.11%2,792CommonSOLE
464287887IJTISHARES S&P SMALLCAP 600$2320.11%1,640CommonSOLE
064058100BKBANK OF NEW YORK MELLON$2320.11%2,125CommonSOLE
22052L104CTVACORTEVA INC$2290.10%3,390CommonSOLE
126408103CSXCSX CORP COM$2240.10%6,315CommonSOLE
209115104EDCONS EDISON CO (HOLDING$2230.10%2,223CommonSOLE
934423104WBDWARNER BROS DISCOVERY$2180.10%11,140CommonSOLE
11135F101AVGOBROADCOM INC$2160.10%655CommonSOLE
78464A888XHBSPDR S&P HOMEBUILDERS$2110.10%1,900CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$2080.09%340CommonSOLE
78464A870XBISPDR S&P BIOTECH ETF$2050.09%2,050CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.