0001714678-24-000001.txt : 20240209
0001714678-24-000001.hdr.sgml : 20240209
20240209162409
ACCESSION NUMBER: 0001714678-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240209
DATE AS OF CHANGE: 20240209
EFFECTIVENESS DATE: 20240209
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Beaton Management Co. Inc.
CENTRAL INDEX KEY: 0001714678
ORGANIZATION NAME:
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: 24615384
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
X0202
13F-HR
LIVE
false
false
false
0001714678
XXXXXXXX
12-31-2023
12-31-2023
Beaton Management Co. Inc.
150 SUMMER STREET
HAVERHILL
MA
01830
13F HOLDINGS REPORT
028-18141
N
Terrence A Beaton
President, CFA
9783723008
Terrence A Beaton
Haverhill
MA
02-09-2024
0
132
167054
false
INFORMATION TABLE
2
beatoncoq423.xml
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Common
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1211
11075
SH
SOLE
11075
0
0
ABBOTT LABS
Common
002824100
498
4522
SH
SOLE
4522
0
0
ABBVIE INC COM
Common
00287Y109
1679
10833
SH
SOLE
10833
0
0
ADOBE SYS INC COM
Common
00724F101
1592
2669
SH
SOLE
2669
0
0
AIR PROD & CHEMICAL INC
Common
009158106
327
1194
SH
SOLE
1194
0
0
ALLSTATE CORP
Common
020002101
456
3258
SH
SOLE
3258
0
0
ALPHABET INC CL A
Common
02079K305
2073
14840
SH
SOLE
14840
0
0
ALPHABET INC CL C
Common
02079K107
413
2927
SH
SOLE
2927
0
0
AMAZON.COM INC
Common
023135106
4409
29021
SH
SOLE
29021
0
0
AMER ELECTRIC POWER CO
Common
025537101
211
2604
SH
SOLE
2604
0
0
AMERICAN WATER WORKS CO
Common
030420103
478
3625
SH
SOLE
3625
0
0
AMERIPRISE FINANCIAL INC
Common
03076C106
346
910
SH
SOLE
910
0
0
AMGEN INC
Common
031162100
935
3245
SH
SOLE
3245
0
0
AMPHENOL CORP NEW CL A
Common
032095101
1140
11500
SH
SOLE
11500
0
0
ANALOG DEVICES INC
Common
032654105
557
2806
SH
SOLE
2806
0
0
APPLE INC
Common
037833100
5976
31040
SH
SOLE
31040
0
0
AT&T INC
Common
00206R102
887
52862
SH
SOLE
52862
0
0
AUTOMATIC DATA PROCESSNG
Common
053015103
209
896
SH
SOLE
896
0
0
BANK OF AMER CORP
Common
060505104
2802
83209
SH
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83209
0
0
BAXTER INTL INC
Common
071813109
205
5310
SH
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5310
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0
BERKSHIRE HATHAWAY INC
Common
084670108
3256
6
SH
SOLE
6
0
0
BERKSHIRE HATHAWAY INC
Common
084670702
1133
3176
SH
SOLE
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0
BOEING CO COM
Common
097023105
2175
8343
SH
SOLE
8343
0
0
BRISTOL MYERS SQUIBB CO
Common
110122108
1022
19924
SH
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19924
0
0
CATERPILLAR INC
Common
149123101
1671
5653
SH
SOLE
5653
0
0
CBRE GROUP INC CL A
Common
12504L109
382
4100
SH
SOLE
4100
0
0
CHEVRON CORP
Common
166764100
3201
21459
SH
SOLE
21459
0
0
CIGNA GROUP COM
Common
125523100
750
2505
SH
SOLE
2505
0
0
CISCO SYS INC COM
Common
17275R102
686
13580
SH
SOLE
13580
0
0
CITIGROUP INC
Common
172967424
205
3992
SH
SOLE
3992
0
0
CLOROX CO
Common
189054109
782
5491
SH
SOLE
5491
0
0
COCA COLA CO COM
Common
191216100
1164
19758
SH
SOLE
19758
0
0
COLGATE PALMOLIVE CO
Common
194162103
237
2979
SH
SOLE
2979
0
0
COMCAST CORP NEW CL A
Common
20030N101
516
11775
SH
SOLE
11775
0
0
CONOCOPHILLIPS
Common
20825C104
993
8551
SH
SOLE
8551
0
0
CONS EDISON CO (HOLDING
Common
209115104
211
2323
SH
SOLE
2323
0
0
CORTEVA INC
Common
22052L104
162
3390
SH
SOLE
3390
0
0
COSTCO WHOLESALE CORP
Common
22160K105
2627
3980
SH
SOLE
3980
0
0
CSX CORP COM
Common
126408103
219
6315
SH
SOLE
6315
0
0
CVS HEALTH CORP
Common
126650100
896
11343
SH
SOLE
11343
0
0
DEERE AND CO
Common
244199105
2510
6276
SH
SOLE
6276
0
0
DOW INC
Common
260557103
505
9217
SH
SOLE
9217
0
0
DUKE ENERGY CORP NEW
Common
26441C204
330
3404
SH
SOLE
3404
0
0
DUPONT DE NEMOURS INC
Common
26614N102
782
10167
SH
SOLE
10167
0
0
EATON CORP PLC
Common
G29183103
254
1054
SH
SOLE
1054
0
0
EMERSON ELEC CO COM
Common
291011104
374
3845
SH
SOLE
3845
0
0
EXTRA SPACE STORAGE INC
Common
30225T102
281
1750
SH
SOLE
1750
0
0
EXXON MOBIL CORP
Common
30231G102
4504
45053
SH
SOLE
45053
0
0
FEDEX CORP
Common
31428X106
854
3375
SH
SOLE
3375
0
0
FIRST TRUST NASDAQ 100
ETF
337345102
377
2150
SH
SOLE
2150
0
0
FIRST TRUST VALUE LINE
ETF
33734H106
304
7485
SH
SOLE
7485
0
0
FORD MOTOR CO COM
Common
345370860
295
24233
SH
SOLE
24233
0
0
GENERAC HLDGS INC
Common
368736104
459
3550
SH
SOLE
3550
0
0
GENL ELEC CO
Common
369604301
1211
9490
SH
SOLE
9490
0
0
GENL MILLS INC
Common
370334104
678
10404
SH
SOLE
10404
0
0
GOLDMAN SACHS GROUP INC
Common
38141G104
675
1750
SH
SOLE
1750
0
0
HCA HEALTHCARE INC
Common
40412C101
501
1850
SH
SOLE
1850
0
0
HERSHEY CO
Common
427866108
281
1509
SH
SOLE
1509
0
0
HOME DEPOT INC
Common
437076102
3367
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SH
SOLE
9716
0
0
HONEYWELL INTL INC
Common
438516106
2649
12631
SH
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12631
0
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INTEL CORP
Common
458140100
1116
22208
SH
SOLE
22208
0
0
INTL BUSINESS MACH
Common
459200101
1204
7364
SH
SOLE
7364
0
0
INVESCO QQQ TRUST ETF
ETF
46090E103
2786
6802
SH
SOLE
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0
0
INVESCO S&P 500 EQUAL
ETF
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1360
8617
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0
INVESCO WATER RESOURCES
ETF
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ISHARES CORE S&P
ETF
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SH
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0
ISHARES CORE S&P MIDCAP
ETF
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251
906
SH
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ETF
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ETF
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SH
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0
ISHARES S&P SMALLCAP 600
ETF
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205
1640
SH
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0
0
ISHARES TR RUSSELL 2000 ETF
ETF
464287655
386
1925
SH
SOLE
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0
0
JOHNSON & JOHNSON COM
Common
478160104
3477
22184
SH
SOLE
22184
0
0
JPMORGAN CHASE & CO
Common
46625H100
3756
22079
SH
SOLE
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KIMBERLY CLARK CORP
Common
494368103
456
3751
SH
SOLE
3751
0
0
LANDSTAR SYS INC COM
Common
515098101
201
1040
SH
SOLE
1040
0
0
LILLY ELI & CO
Common
532457108
3323
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SH
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LINDE PLC NEW EUR
Common
G54950103
773
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SH
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LOCKHEED MARTIN CORP
Common
539830109
1473
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SH
SOLE
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LOWES COS INC COM
Common
548661107
1132
5086
SH
SOLE
5086
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MASTERCARD INC CL A
Common
57636Q104
675
1582
SH
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MCDONALDS CORP
Common
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SH
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MEDTRONIC PLC
Common
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MERCK & CO INC COM
Common
58933Y105
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SH
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META PLATFORMS INC CL A
Common
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SH
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MICROSOFT CORP
Common
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MONDELEZ INTL INC
Common
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1243
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SH
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NASDAQ INC
Common
631103108
453
7800
SH
SOLE
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0
0
NEXTERA ENERGY INC COM
Common
65339F101
1222
20125
SH
SOLE
20125
0
0
NIKE INC CL B
Common
654106103
1914
17632
SH
SOLE
17632
0
0
NORFOLK SOUTHN CORP COM
Common
655844108
444
1880
SH
SOLE
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0
0
NORTHROP GRUMMAN CORP
Common
666807102
1771
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SH
SOLE
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0
0
NOVARTIS AG SPON ADR
Sponsored ADR
66987V109
896
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SH
SOLE
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0
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NUCOR CORP
Common
670346105
323
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SH
SOLE
1850
0
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NVIDIA CORP
Common
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O REILLY AUTOMOTIVE INC
Common
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SH
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ORACLE CORP
Common
68389X105
988
9369
SH
SOLE
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0
0
PEPSICO INC
Common
713448108
4654
27400
SH
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27400
0
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PFIZER INC
Common
717081103
1280
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SH
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PHILIP MORRIS INTL INC
Common
718172109
1703
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SH
SOLE
18100
0
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PHILLIPS 66
Common
718546104
419
3145
SH
SOLE
3145
0
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PROCTER & GAMBLE CO
Common
742718109
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SH
SOLE
29040
0
0
PROSHARES ULTRA DOW30
ETF
74347R305
689
8700
SH
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0
0
RELIANCE STEEL &
Common
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559
2000
SH
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2000
0
0
ROCKWELL AUTOMATION INC
Common
773903109
790
2543
SH
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0
0
RTX CORP
Common
75513E101
1648
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SH
SOLE
19586
0
0
SALESFORCE INC.
Common
79466L302
332
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SH
SOLE
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0
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SCHLUMBERGER LTD
Common
806857108
199
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SH
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0
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SEACOAST BKG CORP FLA
Common
811707801
285
10000
SH
SOLE
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0
0
SELECT SECTOR SPDR TR INDL
ETF
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303
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SH
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0
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SERVICENOW INC
Common
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689
975
SH
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0
0
SHELL PLC SPON ADR
Sponsored ADR
780259305
424
6450
SH
SOLE
6450
0
0
SPDR S&P 500 ETF TR
ETF
78462F103
857
1804
SH
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0
0
STATE STR CORP COM
Common
857477103
1396
18022
SH
SOLE
18022
0
0
SYSCO CORP
Common
871829107
579
7913
SH
SOLE
7913
0
0
TE CONNECTIVITY LTD CHF
Common
H84989104
342
2436
SH
SOLE
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0
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TESLA INC
Common
88160R101
892
3589
SH
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TEXAS INSTRUMENTS
Common
882508104
258
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SH
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THERMO FISHER SCIENTIFIC
Common
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3732
7031
SH
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0
TORONTO DOMINION BK NEW
Common
891160509
5485
84877
SH
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0
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UFP TECHNOLOGIES INC
Common
902673102
531
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SH
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0
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ULTRA SEMICONDUCTOR
ETF
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391
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SH
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0
0
UNITED PARCEL SERVICE
Common
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356
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SH
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2267
0
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UNITEDHEALTH GROUP INC
Common
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423
804
SH
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VERIZON COMMUNICATIONS
Common
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1337
35457
SH
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0
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VISA INC CL A
Common
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SH
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0
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WALMART INC
Common
931142103
965
6119
SH
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0
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WALT DISNEY CO (HOLDING
Common
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24338
SH
SOLE
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0
0
WATERS CORP
Common
941848103
462
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SH
SOLE
1402
0
0
WEC ENERGY GROUP INC COM
Common
92939U106
672
7988
SH
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7988
0
0
WELLS FARGO & CO NEW
Common
949746101
512
10400
SH
SOLE
10400
0
0
YUM! BRANDS INC
Common
988498101
290
2219
SH
SOLE
2219
0
0
ZIMMER BIOMET HOLDINGS
Common
98956P102
242
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SH
SOLE
1989
0
0