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CIK: 0001714678
Total reported value
$245.4M
$245.4M
138 檔
12.8%
The Q1 2025 SEC filing reveals that Beaton Management Co. Inc. held a total portfolio value of $245.4M, covering 138 public equity positions.
In Q1 2025, Beaton Management Co. Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.55% | +0.12% | -1.68% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.52% | +0.24% | -6.02% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | -0.26% | -2.22% | |
| 4 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.99% | -0.22% | — | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.80% | +0.07% | -0.11% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.77% | -0.25% | -0.38% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.76% | -1.10% | -4.04% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.67% | +0.10% | -0.73% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.54% | -0.12% | -0.26% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.53% | +0.45% | — | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.49% | -1.31% | — | |
| 12 | TD | Toronto-dominion Bank | Stock-Financials | 2.23% | +0.94% | -5.42% | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.09% | -0.36% | -0.74% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.88% | -0.12% | -0.46% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.83% | -0.59% | -0.47% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.81% | -0.24% | -1.34% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.80% | -0.02% | -0.52% | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.79% | -0.28% | — | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 1.79% | +0.12% | -0.12% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.70% | +0.28% | +0.22% | |
| 21 | DE | Deere & Co | Stock-Industrials | 1.52% | +0.08% | -0.40% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 1.43% | -0.32% | -0.57% | |
| 23 | HON | Honeywell International Inc | Stock-Industrials | 1.42% | -1.29% | EXIT | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 1.33% | -0.14% | — | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | +0.24% | — | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.23% | -0.09% | -0.83% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.13% | +0.07% | -2.44% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 1.13% | +0.59% | -1.90% | |
| 29 | GE | General Electric | Stock-Industrials | 0.99% | +0.24% | +0.48% | |
| 30 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.99% | -0.36% | -0.67% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.97% | +0.03% | — | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.96% | +0.71% | -0.88% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.95% | -0.03% | +6.29% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.18% | — | |
| 35 | MMM | 3m Co | Stock-Industrials | 0.83% | +0.03% | +0.92% | |
| 36 | STT | State Street CORP | Stock-Financials | 0.83% | +0.23% | — | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.82% | -0.17% | -0.57% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | +0.04% | -5.32% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | -0.08% | -1.68% | |
| 40 | APH | Amphenol Corp-cl A | Stock-Tech | 0.80% | +0.36% | — | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.78% | -0.13% | — | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.76% | +0.01% | -3.45% | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.74% | -0.49% | — | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.74% | -0.01% | -0.03% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.73% | +0.03% | +0.91% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.73% | -0.06% | — | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.72% | -0.20% | — | |
| 48 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.71% | -0.08% | +6.60% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.65% | +0.03% | -0.98% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.62% | -0.12% | +2.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | NVDA | Nvidia CORP | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 5 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 6 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 7 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 8 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 9 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 10 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 12 | TD | Toronto-dominion Bank | — | NEW | New buy |
| 13 | PEP | Pepsico Inc | — | NEW | New buy |
| 14 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 15 | CVX | Chevron CORP | — | NEW | New buy |
| 16 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 17 | HD | Home Depot Inc | — | NEW | New buy |
| 18 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 19 | BAC | Bank Of America CORP | — | NEW | New buy |
| 20 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 21 | DE | Deere & Co | — | NEW | New buy |
| 22 | PM | Philip Morris International | — | NEW | New buy |
| 23 | HON | Honeywell International Inc | — | NEW | New buy |
| 24 | RTX | Rtx CORP | — | NEW | New buy |
| 25 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 26 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 27 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 28 | ABBV | Abbvie Inc | — | NEW | New buy |
| 29 | GE | General Electric | — | NEW | New buy |
| 30 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 31 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 32 | CAT | Caterpillar Inc | — | NEW | New buy |
| 33 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 34 | WMT | Walmart Inc | — | NEW | New buy |
| 35 | MMM | 3m Co | — | NEW | New buy |
| 36 | STT | State Street CORP | — | NEW | New buy |
| 37 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 40 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 41 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 42 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 43 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 44 | KO | Coca-cola Co/the | — | NEW | New buy |
| 45 | BA | Boeing Co/the | — | NEW | New buy |
| 46 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 47 | T | At&t Inc | — | NEW | New buy |
| 48 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 49 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 50 | PFE | Pfizer Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Beaton Management Co. Inc. reported a total U.S. public equity portfolio value of $245.4M across 138 disclosed positions in Q1 2025.
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 AAPL, NVDA, MSFT) accounted for 12.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $6.8M
During Q1 2025, Beaton Management Co. Inc.'s top holdings by market value included AAPL (3.5%)、NVDA (3.5%)、MSFT (3.5%). The largest single position, AAPL, represented 3.5% of total portfolio value.
In Q1 2025, Beaton Management Co. Inc. made 50 total portfolio adjustments, initiating 50 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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