Notify me when Beaton Management Co. Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 149 | $226,977,000 | +$6,087,319 | -$2,321,613 | +$3,765,706 | NVDA, AAPL, MSFT, JPM, LLY | 13F-HR | 10 Feb 2026, 15:48 |
| Q3 2025 | 142 | $219,916,000 | +$2,847,974 | -$2,605,764 | +$242,210 | NVDA, MSFT, AAPL, JPM, META | 13F-HR | 12 Nov 2025, 09:31 |
| Q2 2025 | 135 | $204,720,000 | +$6,576,607 | -$3,478,198 | +$3,098,409 | NVDA, MSFT, META, JPM, AAPL | 13F-HR | 12 Aug 2025, 11:59 |
| Q1 2025 | 138 | $192,660,000 | +$2,483,012 | -$3,621,036 | -$1,138,024 | AAPL, NVDA, MSFT, ORLY, JPM | 13F-HR | 25 Apr 2025, 15:47 |
| Q4 2024 | 134 | $194,359,000 | +$1,709,189 | -$2,218,508 | -$509,319 | NVDA, AAPL, MSFT, AMZN, META | 13F-HR | 31 Jan 2025, 13:11 |
| Q3 2024 | 135 | $197,693,000 | +$1,912,155 | -$2,537,772 | -$625,617 | NVDA, MSFT, AAPL, META, XOM | 13F-HR | 06 Nov 2024, 15:32 |
| Q2 2024 | 136 | $185,980,000 | +$10,580,515 | -$2,002,939 | +$8,577,576 | NVDA, MSFT, AAPL, AMZN, LLY | 13F-HR | 12 Aug 2024, 18:31 |
| Q1 2024 | 136 | $183,685,000 | +$3,177,687 | -$1,883,255 | +$1,294,432 | MSFT, NVDA, AAPL, XOM, TD | 13F-HR | 10 May 2024, 14:05 |
| Q4 2023 | 132 | $167,054,000 | +$4,846,705 | -$4,566,845 | +$279,860 | MSFT, AAPL, TD, PEP, XOM | 13F-HR | 09 Feb 2024, 16:24 |
| Q3 2023 | 130 | $153,982,000 | +$3,407,988 | -$1,206,449 | +$2,201,539 | MSFT, XOM, AAPL, TD, PEP | 13F-HR | 03 Nov 2023, 14:41 |
| Q2 2023 | 130 | $158,019,000 | +$1,399,798 | -$1,204,169 | +$195,629 | MSFT, AAPL, TD, PEP, XOM | 13F-HR | 21 Jul 2023, 13:46 |
| Q1 2023 | 127 | $147,945,000 | +$2,305,026 | -$4,733,313 | -$2,428,287 | MSFT, XOM, TD, PEP, AAPL | 13F-HR | 12 May 2023, 10:01 |
| Q4 2022 | 126 | $149,104,000 | +$3,524,677 | -$3,005,892 | +$518,785 | TD, XOM, PEP, PG, MSFT | 13F-HR | 14 Feb 2023, 10:03 |
| Q3 2022 | 123 | $132,256,000 | +$3,837,501 | -$1,844,374 | +$1,993,127 | TD, XOM, PEP, MSFT, AAPL | 13F-HR | 14 Nov 2022, 08:16 |
| Q2 2022 | 128 | $140,847,000 | +$8,452,089 | -$7,172,549 | +$1,279,540 | TD, XOM, MSFT, PG, PEP | 13F-HR | 12 Aug 2022, 14:54 |
| Q1 2022 | 141 | $161,560,000 | +$3,482,784 | -$3,223,819 | +$258,965 | TD, MSFT, AAPL, PG, XOM | 13F-HR | 13 May 2022, 10:58 |
| Q4 2021 | 143 | $167,098,000 | +$3,399,771 | -$1,994,396 | +$1,405,375 | TD, MSFT, PG, AAPL, PEP | 13F-HR | 03 Feb 2022, 15:01 |
| Q3 2021 | 134 | $150,963,000 | +$4,249,398 | -$6,704,776 | -$2,455,378 | TD, MSFT, PG, DIS, PEP | 13F-HR | 08 Nov 2021, 13:54 |
| Q2 2021 | 135 | $157,238,000 | +$3,281,053 | -$989,381 | +$2,291,672 | TD, MSFT, PG, DIS, PEP | 13F-HR | 12 Aug 2021, 11:55 |
| Q1 2021 | 128 | $144,519,000 | $0 | $0 | $0 | TD, DIS, PG, MSFT, PEP | New Holdings | 21 May 2021, 14:57 |
| Q1 2021 | 128 | $144,519,000 | +$1,952,553 | -$1,752,766 | +$199,787 | TD, DIS, PG, MSFT, PEP | 13F-HR | 14 May 2021, 14:14 |
| Q4 2020 | 127 | $135,129,000 | +$7,958,348 | -$1,960,623 | +$5,997,725 | TD, DIS, PG, PEP, AMZN | 13F-HR | 17 Feb 2021, 10:23 |
| Q3 2020 | 115 | $121,239,000 | +$8,388,656 | -$5,242,335 | +$3,146,321 | PG, TD, PEP, AMZN, JNJ | 13F-HR | 12 Nov 2020, 19:40 |
| Q2 2020 | 111 | $112,208,000 | +$5,521,849 | -$7,712,935 | -$2,191,086 | PG, TD, PEP, JNJ, AMZN | 13F-HR | 13 Aug 2020, 20:44 |
| Q1 2020 | 103 | $99,858,000 | +$3,450,103 | -$6,414,262 | -$2,964,159 | TD, PG, PEP, JNJ, MSFT | 13F-HR | 14 May 2020, 20:15 |
| Q4 2019 | 120 | $127,479,000 | +$1,772,626 | -$5,640,729 | -$3,868,103 | TD, XOM, PG, PEP, DIS | 13F-HR | 07 Feb 2020, 16:35 |
| Q3 2019 | 117 | $123,144,000 | +$4,152,049 | -$2,575,995 | +$1,576,054 | TD, XOM, PG, PEP, CLX | 13F-HR | 15 Nov 2019, 16:26 |
| Q2 2019 | 116 | $120,094,000 | +$5,632,918 | -$3,806,352 | +$1,826,566 | TD, XOM, CLX, PG, PEP | 13F-HR | 15 Aug 2019, 16:41 |
| Q1 2019 | 115 | $115,633,000 | +$3,207,157 | -$1,587,931 | +$1,619,226 | XOM, TD, PG, PEP, JNJ | 13F-HR | 14 May 2019, 10:24 |
| Q4 2018 | 110 | $101,874,000 | +$1,945,595 | -$6,621,009 | -$4,675,414 | XOM, TD, PG, JNJ, PEP | 13F-HR | 14 Feb 2019, 15:34 |
| Q3 2018 | 125 | $121,119,000 | +$2,736,372 | -$869,010 | +$1,867,362 | XOM, TD, JNJ, PG, PEP | 13F-HR | 16 Nov 2018, 16:46 |
| Q2 2018 | 120 | $111,663,000 | +$5,379,099 | -$2,809,183 | +$2,569,916 | XOM, TD, CVX, PG, PEP | 13F-HR | 15 Aug 2018, 14:28 |
| Q1 2018 | 114 | $108,144,000 | +$2,398,204 | -$836,749 | +$1,561,455 | XOM, TD, PG, JNJ, PEP | 13F-HR | 15 May 2018, 11:13 |
| Q4 2017 | 114 | $110,854,000 | +$2,416,909 | -$1,924,343 | +$492,566 | XOM, TD, PG, PEP, JNJ | 13F-HR | 07 Feb 2018, 16:27 |
| Q3 2017 | 114 | $104,039,000 | +$4,920,462 | -$4,147,660 | +$772,802 | XOM, TD, PG, PEP, JNJ | 13F-HR | 09 Nov 2017, 11:54 |
| Q2 2017 | 110 | $100,773,000 | $0 | $0 | $0 | XOM, TD, PG, PEP, PM | 13F-HR | 17 Aug 2017, 10:35 |