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CIK: 0001714678
Total reported value
$245.4M
$245.4M
134 檔
14.6%
In Q4 2024, Beaton Management Co. Inc.'s U.S. equity holdings reached a combined market value of $245.4M, distributed across 134 disclosed stock positions.
During Q4 2024, Beaton Management Co. Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.60% | +0.24% | -2.15% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.02% | +0.12% | -1.08% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | -0.26% | -0.76% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.07% | +0.10% | -0.37% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.79% | -0.25% | — | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.71% | +0.07% | -0.11% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.61% | -1.10% | +3.87% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.47% | -0.12% | -0.35% | |
| 9 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.45% | -0.22% | — | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.34% | +0.45% | +2.85% | |
| 11 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.12% | -0.36% | — | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.10% | -1.31% | — | |
| 13 | TD | Toronto-dominion Bank | Stock-Financials | 2.07% | +0.94% | -8.31% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.90% | -0.02% | -1.54% | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 1.86% | +0.12% | -0.28% | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.85% | -0.28% | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.83% | +0.28% | +0.36% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.75% | -0.24% | -6.05% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.63% | -0.12% | -0.94% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.58% | -0.59% | — | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.54% | +0.24% | — | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 1.50% | -1.29% | EXIT | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.38% | -0.09% | — | |
| 24 | DE | Deere & Co | Stock-Industrials | 1.37% | +0.08% | — | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.27% | +0.07% | — | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 1.15% | -0.14% | -0.26% | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 1.08% | -0.32% | — | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 1.05% | +0.71% | — | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.98% | -0.03% | -0.37% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.96% | +0.59% | +1.11% | |
| 31 | STT | State Street CORP | Stock-Financials | 0.90% | +0.23% | -1.11% | |
| 32 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.90% | -0.36% | -1.32% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | +0.04% | +8.73% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | +0.03% | — | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.86% | -0.18% | — | |
| 36 | APH | Amphenol Corp-cl A | Stock-Tech | 0.84% | +0.36% | — | |
| 37 | GE | General Electric | Stock-Industrials | 0.81% | +0.24% | — | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.80% | +0.03% | — | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.80% | -0.49% | — | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.78% | +0.01% | +2.35% | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.75% | +0.03% | — | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.72% | -0.06% | — | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.72% | -0.17% | +0.43% | |
| 44 | MMM | 3m Co | Stock-Industrials | 0.72% | +0.03% | — | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.71% | -0.13% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.08% | -4.63% | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.65% | -0.10% | +0.30% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.64% | -0.08% | — | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.64% | -0.01% | -0.10% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.63% | -0.08% | +3.75% |
According to official SEC Form 13F filings, Beaton Management Co. Inc. reported a total U.S. public equity portfolio value of $245.4M across 134 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 14.6% of total reported equity market value during Q4 2024.
During Q4 2024, Beaton Management Co. Inc.'s top holdings by market value included NVDA (4.6%)、AAPL (4.0%)、MSFT (3.9%). The largest single position, NVDA, represented 4.6% of total portfolio value.
In Q4 2024, Beaton Management Co. Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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