0001714678-21-000001.txt : 20210217
0001714678-21-000001.hdr.sgml : 20210217
20210217102302
ACCESSION NUMBER: 0001714678-21-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210217
DATE AS OF CHANGE: 20210217
EFFECTIVENESS DATE: 20210217
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Beaton Management Co. Inc.
CENTRAL INDEX KEY: 0001714678
IRS NUMBER: 042721854
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18141
FILM NUMBER: 21642992
BUSINESS ADDRESS:
STREET 1: 150 SUMMER STREET
CITY: HAVERHILL
STATE: MA
ZIP: 01830
BUSINESS PHONE: 978-372-3008
MAIL ADDRESS:
STREET 1: 150 SUMMER STREET
CITY: HAVERHILL
STATE: MA
ZIP: 01830
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001714678
XXXXXXXX
12-31-2020
12-31-2020
Beaton Management Co. Inc.
150 SUMMER STREET
HAVERHILL
MA
01830
13F HOLDINGS REPORT
028-18141
N
Terrence A Beaton
President
9783723008
Terrence A Beaton
Haverhill
MA
02-17-2021
0
127
135436
false
INFORMATION TABLE
2
beatonq42020.xml
3M CO
Common
88579Y101
2019
11551
SH
SOLE
11551
0
0
ABBOTT LABS
Common
002824100
530
4840
SH
SOLE
4840
0
0
ABBVIE INC COM
Common
00287Y109
999
9327
SH
SOLE
9327
0
0
ADOBE SYS INC COM
Common
00724F101
1335
2670
SH
SOLE
2670
0
0
AIR PROD & CHEMICAL INC
Common
009158106
322
1179
SH
SOLE
1179
0
0
ALIBABA GROUP HLDG LTD
Sponsored ADR
01609W102
1250
5370
SH
SOLE
5370
0
0
ALLSTATE CORP
Common
020002101
358
3258
SH
SOLE
3258
0
0
ALPHABET INC CL A
Common
02079K305
1032
589
SH
SOLE
589
0
0
ALTRIA GROUP INC
Common
02209S103
832
20285
SH
SOLE
20285
0
0
AMAZON COM INC
Common
023135106
3778
1160
SH
SOLE
1160
0
0
AMER ELECTRIC POWER CO
Common
025537101
233
2797
SH
SOLE
2797
0
0
AMER EXPRESS CO
Common
025816109
539
4456
SH
SOLE
4456
0
0
AMERICAN WATER WORKS CO
Common
030420103
579
3775
SH
SOLE
3775
0
0
AMGEN INC
Common
031162100
897
3900
SH
SOLE
3900
0
0
AMPHENOL CORP NEW CL A
Common
032095101
762
5830
SH
SOLE
5830
0
0
ANTHEM INC
Common
036752103
257
800
SH
SOLE
800
0
0
APPLE INC
Common
037833100
3563
26850
SH
SOLE
26850
0
0
AT&T INC
Common
00206R102
2003
69641
SH
SOLE
69641
0
0
BANK OF AMER CORP
Common
060505104
2554
84277
SH
SOLE
84277
0
0
BAXTER INTL INC
Common
071813109
481
5995
SH
SOLE
5995
0
0
BERKSHIRE HATHAWAY INC
Common
084670108
2435
7
SH
SOLE
7
0
0
BERKSHIRE HATHAWAY INC
Common
084670702
611
2635
SH
SOLE
2635
0
0
BOEING CO COM
Common
097023105
1425
6659
SH
SOLE
6659
0
0
BRISTOL MYERS SQUIBB CO
Common
110122108
1156
18633
SH
SOLE
18633
0
0
CATERPILLAR INC
Common
149123101
1071
5883
SH
SOLE
5883
0
0
CBRE GROUP INC CL A
Common
12504L109
263
4200
SH
SOLE
4200
0
0
CHEVRON CORP
Common
166764100
2015
23865
SH
SOLE
23865
0
0
CIGNA CORP
Common
125523100
521
2503
SH
SOLE
2503
0
0
CISCO SYSTEMS INC
Common
17275R102
365
8156
SH
SOLE
8156
0
0
CITIGROUP INC
Common
172967424
257
4162
SH
SOLE
4162
0
0
CLOROX CO
Common
189054109
2421
11991
SH
SOLE
11991
0
0
COCA COLA CO COM
Common
191216100
953
17375
SH
SOLE
17375
0
0
COLGATE PALMOLIVE CO
Common
194162103
321
3750
SH
SOLE
3750
0
0
COMCAST CORP CL A
Common
20030N101
619
11810
SH
SOLE
11810
0
0
CONOCOPHILLIPS
Common
20825C104
351
8777
SH
SOLE
8777
0
0
CORTEVA INC
Common
22052L104
289
7472
SH
SOLE
7472
0
0
COSTCO WHOLESALE CORP
Common
22160K105
1576
4183
SH
SOLE
4183
0
0
CVS HEALTH CORP
Common
126650100
898
13145
SH
SOLE
13145
0
0
DEERE & CO
Common
244199105
1689
6276
SH
SOLE
6276
0
0
DISNEY WALT CO DISNEY COM
Common
254687106
4508
24880
SH
SOLE
24880
0
0
DOW INC
Common
260557103
556
10016
SH
SOLE
10016
0
0
DUKE ENERGY CORP NEW
Common
26441C204
284
3096
SH
SOLE
3096
0
0
DUPONT DE NEMOURS INC
Common
26614N102
820
11533
SH
SOLE
11533
0
0
EDWARDS LIFESCIENCES
Common
28176E108
258
2825
SH
SOLE
2825
0
0
EMERSON ELECTRIC CO
Common
291011104
309
3845
SH
SOLE
3845
0
0
EVERSOURCE ENERGY COM
Common
30040W108
255
2953
SH
SOLE
2953
0
0
EXXON MOBIL CORP
Common
30231G102
2520
61137
SH
SOLE
61137
0
0
FACEBOOK INC CL A
Common
30303M102
2529
9257
SH
SOLE
9257
0
0
FEDEX CORP
Common
31428X106
688
2650
SH
SOLE
2650
0
0
FIRST TRUST NASDAQ 100
ETF
337345102
255
1850
SH
SOLE
1850
0
0
FIRST TRUST VALUE LINE
ETF
33734H106
254
7230
SH
SOLE
7230
0
0
FORD MOTOR CO COM NEW
Common
345370860
209
23833
SH
SOLE
23833
0
0
GENERAL MOTORS CO
Common
37045V100
220
5293
SH
SOLE
5293
0
0
GENL ELECTRIC CO
Common
369604103
930
86098
SH
SOLE
86098
0
0
GENL MILLS INC
Common
370334104
729
12403
SH
SOLE
12403
0
0
GOLDMAN SACHS GROUP INC
Common
38141G104
461
1750
SH
SOLE
1750
0
0
HCA HEALTHCARE INC
Common
40412C101
304
1850
SH
SOLE
1850
0
0
HERSHEY CO
Common
427866108
230
1509
SH
SOLE
1509
0
0
HOME DEPOT INC
Common
437076102
2608
9820
SH
SOLE
9820
0
0
HONEYWELL INTL INC
Common
438516106
2874
13514
SH
SOLE
13514
0
0
INDUSTRIAL SELECT SECTOR
ETF
81369Y704
253
2860
SH
SOLE
2860
0
0
INTL BUSINESS MACH
Common
459200101
964
7660
SH
SOLE
7660
0
0
INVESCO QQQ TR UNIT SER 1
ETF
46090E103
1838
5857
SH
SOLE
5857
0
0
INVESCO S&P 500 EQUAL
ETF
46137V357
1164
9130
SH
SOLE
9130
0
0
ISHARES EXPANDED
ETF
464287549
245
700
SH
SOLE
700
0
0
ISHARES RUSSELL 1000
ETF
464287614
1583
6566
SH
SOLE
6566
0
0
ISHARES RUSSELL 2000 ETF
ETF
464287655
436
2225
SH
SOLE
2225
0
0
ISHARES S&P SMALLCAP 600
ETF
464287887
226
1980
SH
SOLE
1980
0
0
JOHNSON & JOHNSON COM
Common
478160104
3543
22515
SH
SOLE
22515
0
0
JPMORGAN CHASE & CO
Common
46625H100
2865
22544
SH
SOLE
22544
0
0
KELLOGG CO
Common
487836108
230
3700
SH
SOLE
3700
0
0
KIMBERLY CLARK CORP
Common
494368103
544
4033
SH
SOLE
4033
0
0
LILLY ELI & CO
Common
532457108
759
4493
SH
SOLE
4493
0
0
LINDE PLC EUR
Common
G5494J103
494
1873
SH
SOLE
1873
0
0
LOCKHEED MARTIN CORP
Common
539830109
1153
3247
SH
SOLE
3247
0
0
LOWES COS INC COM
Common
548661107
782
4875
SH
SOLE
4875
0
0
LUMENTUM HOLDINGS INC
Common
55024U109
206
2172
SH
SOLE
2172
0
0
MASTERCARD INC CL A
Common
57636Q104
489
1370
SH
SOLE
1370
0
0
MCDONALDS CORP
Common
580135101
772
3598
SH
SOLE
3598
0
0
MEDTRONIC PLC
Common
G5960L103
372
3177
SH
SOLE
3177
0
0
MERCK & CO INC NEW COM
Common
58933Y105
1522
18610
SH
SOLE
18610
0
0
MICROSOFT CORP
Common
594918104
3720
16726
SH
SOLE
16726
0
0
MONDELEZ INTL CL A
Common
609207105
1015
17363
SH
SOLE
17363
0
0
NASDAQ INC
Common
631103108
345
2600
SH
SOLE
2600
0
0
NEXTERA ENERGY INC COM
Common
65339F101
1776
23014
SH
SOLE
23014
0
0
NIKE INC CL B
Common
654106103
2607
18430
SH
SOLE
18430
0
0
NORFOLK STHN CORP
Common
655844108
570
2400
SH
SOLE
2400
0
0
NORTHROP GRUMMAN CORP
Common
666807102
1152
3781
SH
SOLE
3781
0
0
NOVARTIS AG SPON ADR
Sponsored ADR
66987V109
913
9673
SH
SOLE
9673
0
0
NVIDIA CORP
Common
67066G104
666
1275
SH
SOLE
1275
0
0
O REILLY AUTOMOTIVE INC
Common
67103H107
1845
4076
SH
SOLE
4076
0
0
ORACLE CORP
Common
68389X105
523
8080
SH
SOLE
8080
0
0
PAYPAL HOLDINGS INC
Common
70450Y103
521
2225
SH
SOLE
2225
0
0
PEPSICO INC
Common
713448108
4073
27463
SH
SOLE
27463
0
0
PFIZER INC
Common
717081103
1702
46238
SH
SOLE
46238
0
0
PHILIP MORRIS INTL INC
Common
718172109
1599
19309
SH
SOLE
19309
0
0
PHILLIPS 66
Common
718546104
219
3131
SH
SOLE
3131
0
0
PROCTER & GAMBLE CO
Common
742718109
4495
32304
SH
SOLE
32304
0
0
PROSHARES ULTRA DOW30
ETF
74347R305
529
9370
SH
SOLE
9370
0
0
PROSHARES ULTRA SEMICONDUCTORS
ETF
74347R669
221
2135
SH
SOLE
2135
0
0
RAYTHEON TECHNOLOGIES
Common
75513E101
1401
19598
SH
SOLE
19598
0
0
RELIANCE STEEL &
Common
759509102
240
2000
SH
SOLE
2000
0
0
ROYAL DUTCH SHELL PLC
Common
780259206
248
7063
SH
SOLE
7063
0
0
SEACOAST BKG CORP FLA
Common
811707801
398
13500
SH
SOLE
13500
0
0
SERVICENOW INC
Common
81762P102
523
950
SH
SOLE
950
0
0
SPDR S&P BIOTECH ETF
ETF
78464A870
308
2190
SH
SOLE
2190
0
0
SPRAGUE RESOURCES LP MLP
Common
849343108
396
20900
SH
SOLE
20900
0
0
SQUARE INC CL A
Common
852234103
348
1600
SH
SOLE
1600
0
0
STATE STR CORP COM
Common
857477103
1373
18870
SH
SOLE
18870
0
0
SYSCO CORP
Common
871829107
502
6763
SH
SOLE
6763
0
0
TE CONNECTIVITY LTD CHF
Common
H84989104
251
2076
SH
SOLE
2076
0
0
TELEFLEX INC
Common
879369106
329
800
SH
SOLE
800
0
0
TESLA INC
Common
88160R101
519
735
SH
SOLE
735
0
0
THERMO FISHER SCIENTIFIC
Common
883556102
307
6600
SH
SOLE
6600
0
0
TORONTO DOMINION BK NEW
Common
891160509
5178
91775
SH
SOLE
91775
0
0
UNION PACIFIC CORP
Common
907818108
2353
11300
SH
SOLE
11300
0
0
UNITED PARCEL SERVICE
Common
911312106
371
2203
SH
SOLE
2203
0
0
UNITEDHEALTH GROUP INC
Common
91324P102
210
600
SH
SOLE
600
0
0
VERIZON COMMUNICATIONS
Common
92343V104
1756
29885
SH
SOLE
29885
0
0
VISA INC CL A
Common
92826C839
848
3875
SH
SOLE
3875
0
0
WALMART INC
Common
931142103
890
6175
SH
SOLE
6175
0
0
WATERS CORP
Common
941848103
322
1300
SH
SOLE
1300
0
0
WEC ENERGY GROUP INC COM
Common
92939U106
734
7971
SH
SOLE
7971
0
0
WELLS FARGO & CO NEW
Common
949746101
431
14285
SH
SOLE
14285
0
0
YUM! BRANDS INC
Common
988498101
251
2310
SH
SOLE
2310
0
0
ZILLOW GROUP INC CL C CAP STK
Common
98954M200
337
2600
SH
SOLE
2600
0
0
ZIMMER BIOMET HOLDINGS
Common
98956P102
321
2080
SH
SOLE
2080
0
0