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Terrence A Beaton

Beaton Management Co. Inc.

Assets Managed
$224.571M
Holdings
146
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
-1.06%(2Q avg: 1.08%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Beaton Management Co. Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of Beaton Management Co. Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 224.571M in assets, with a quarterly growth rate of -1.06% and a 2-quarter average growth rate of 1.08%. The portfolio is managed by Terrence A Beaton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -0.66%
4.61%
$10.348M
59,336 shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.74%
3.37%
$7.565M
29,807 shares@ $253.8 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -3.89%
3.17%
$7.112M
41,921 shares@ $169.66 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.12%
2.83%
$6.342M
21,561 shares@ $294.15 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.69%
2.7%
$6.063M
16,379 shares@ $370.17 avg price
TD
Toronto-dominion Bank
Recent Activity
Decreased -0.31%
2.55%
$5.719M
61,295 shares@ $93.31 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.22%
2.49%
$5.586M
26,822 shares@ $208.27 avg price
ORLY
O'reilly Automotive Inc
Recent Activity
Decreased -0.2%
2.44%
$5.474M
59,300 shares@ $92.32 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 1.07%
2.43%
$5.442M
9,512 shares@ $572.12 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -0.42%
2.42%
$5.414M
5,886 shares@ $919.81 avg price

1-10 of 146