0001714678-18-000002.txt : 20180515
0001714678-18-000002.hdr.sgml : 20180515
20180515111341
ACCESSION NUMBER: 0001714678-18-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180515
DATE AS OF CHANGE: 20180515
EFFECTIVENESS DATE: 20180515
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: 18834234
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
03-31-2018
03-31-2018
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
05-15-2018
0
114
108144
false
INFORMATION TABLE
2
beaton033118upload.xml
3M CO COM
Common
88579Y101
2773
12633
SH
SOLE
12633
0
0
ABBOTT LABS COM
Common
002824100
406
6776
SH
SOLE
6776
0
0
ABBVIE INC COM
Common
00287Y109
654
6910
SH
SOLE
6910
0
0
ADOBE SYS INC COM
Common
00724F101
411
1900
SH
SOLE
1900
0
0
AETNA INC NEW COM
Common
00817Y108
823
4871
SH
SOLE
4871
0
0
ALIBABA GROUP HLDG LTD
Sponsored ADR
01609W102
790
4305
SH
SOLE
4305
0
0
ALLEGHENY TECHNOLOGIES
Common
01741RAE2
77
75000
SH
SOLE
75000
0
0
ALLERGAN PLC
Common
G0177J108
301
1791
SH
SOLE
1791
0
0
ALLSTATE CORP COM
Common
020002101
323
3402
SH
SOLE
3402
0
0
ALPHABET INC CAP STK CL C
Common
02079K107
203
197
SH
SOLE
197
0
0
ALTRIA GROUP INC COM
Common
02209S103
1775
28485
SH
SOLE
28485
0
0
AMAZON COM INC
Common
023135106
1442
996
SH
SOLE
996
0
0
AMER ELECTRIC POWER CO
Common
025537101
204
2971
SH
SOLE
2971
0
0
AMER EXPRESS CO
Common
025816109
434
4656
SH
SOLE
4656
0
0
AMERICAN WTR WKS CO INC NEW COM
Common
030420103
322
3925
SH
SOLE
3925
0
0
AMGEN INC COM
Common
031162100
754
4421
SH
SOLE
4421
0
0
AMPHENOL CORP NEW CL A
Common
032095101
469
5450
SH
SOLE
5450
0
0
APPLE INC COM
Common
037833100
1051
6262
SH
SOLE
6262
0
0
AT&T INC COM
Common
00206R102
2590
72656
SH
SOLE
72656
0
0
BANK OF AMERICA CORPORATION COM
Common
060505104
2563
85463
SH
SOLE
85463
0
0
BAXTER INTL INC COM
Common
071813109
446
6861
SH
SOLE
6861
0
0
BERKSHIRE HATHAWAY INC
Common
084670108
2094
7
SH
SOLE
7
0
0
BERKSHIRE HATHAWAY INC DEL CL B NEW
Common
084670702
370
1857
SH
SOLE
1857
0
0
BOEING CO COM
Common
097023105
1299
3963
SH
SOLE
3963
0
0
BP PLC SPONS ADR
Sponsored ADR
055622104
218
5383
SH
SOLE
5383
0
0
BRISTOL MYERS SQUIBB CO COM
Common
110122108
1472
23279
SH
SOLE
23279
0
0
CATERPILLAR INC COM
Common
149123101
790
5360
SH
SOLE
5360
0
0
CHEVRON CORP NEW COM
Common
166764100
2824
24763
SH
SOLE
24763
0
0
CIGNA CORP
Common
125509109
298
1778
SH
SOLE
1778
0
0
CISCO SYSTEMS INC
Common
17275R102
270
6306
SH
SOLE
6306
0
0
CITIGROUP INC
Common
172967424
284
4202
SH
SOLE
4202
0
0
CLOROX CO COM
Common
189054109
306
2300
SH
SOLE
2300
0
0
COCA COLA COMPANY
Common
191216100
783
18030
SH
SOLE
18030
0
0
COLGATE PALMOLIVE CO COM
Common
194162103
409
5700
SH
SOLE
5700
0
0
COMCAST CORP CL A
Common
20030N101
471
13792
SH
SOLE
13792
0
0
CONOCOPHILLIPS COM
Common
20825C104
743
12533
SH
SOLE
12533
0
0
CONSOLIDATED EDISON INC COM
Common
209115104
288
3700
SH
SOLE
3700
0
0
COSTCO WHOLESALE CORP NEW COM
Common
22160K105
911
4833
SH
SOLE
4833
0
0
CVS HEALTH CORP COM
Common
126650100
397
6379
SH
SOLE
6379
0
0
DEERE & CO
Common
244199105
970
6242
SH
SOLE
6242
0
0
DISNEY WALT CO DISNEY COM
Common
254687106
2399
23889
SH
SOLE
23889
0
0
DOWDUPONT INC COM
Common
26078J100
1936
30381
SH
SOLE
30381
0
0
DUKE ENERGY CORP NEW COM NEW
Common
26441C204
207
2672
SH
SOLE
2672
0
0
EMERSON ELEC CO COM
Common
291011104
335
4900
SH
SOLE
4900
0
0
EVERSOURCE ENERGY COM
Common
30040W108
229
3880
SH
SOLE
3880
0
0
EXPRESS SCRIPTS HLDG CO COM
Common
30219G108
240
3469
SH
SOLE
3469
0
0
EXXON MOBIL CORP COM
Common
30231G102
5505
73779
SH
SOLE
73779
0
0
FACEBOOK INC CL A
Common
30303M102
1410
8825
SH
SOLE
8825
0
0
FEDEX CORP COM
Common
31428X106
408
1700
SH
SOLE
1700
0
0
FIRST TR VALUE LINE DIVID INDEX FD SHS
ETF
33734H106
228
7615
SH
SOLE
7615
0
0
FORD MOTOR CO DEL COM PAR
Common
345370860
316
28525
SH
SOLE
28525
0
0
GENERAL ELECTRIC CO COM
Common
369604103
1252
92890
SH
SOLE
92890
0
0
GENERAL MILLS INC COM
Common
370334104
588
13053
SH
SOLE
13053
0
0
GENERAL MTRS CO COM
Common
37045V100
186
5130
SH
SOLE
5130
0
0
GOLDMAN SACHS GROUP INC COM
Common
38141G104
491
1950
SH
SOLE
1950
0
0
HALLIBURTON CO COM
Common
406216101
217
4615
SH
SOLE
4615
0
0
HERSHEY CO COM
Common
427866108
302
3054
SH
SOLE
3054
0
0
HOME DEPOT INC COM
Common
437076102
1896
10640
SH
SOLE
10640
0
0
HONEYWELL INTL INC COM
Common
438516106
1938
13414
SH
SOLE
13414
0
0
INTEL CORP COM
Common
458140100
1242
23839
SH
SOLE
23839
0
0
INTERNATIONAL BUSINESS MACHS CORP COM
Common
459200101
945
6160
SH
SOLE
6160
0
0
ISHARES TR RUSSELL 1000 GROWTH ETF
ETF
464287614
997
7325
SH
SOLE
7325
0
0
ISHARES TR RUSSELL 2000 ETF
ETF
464287655
315
2075
SH
SOLE
2075
0
0
ISHARES TR S&P SMALL-CAP 600 GROWTH ETF
ETF
464287887
257
1480
SH
SOLE
1480
0
0
JOHNSON & JOHNSON COM
Common
478160104
3030
23644
SH
SOLE
23644
0
0
JPMORGAN CHASE & CO
Common
46625H100
2323
21122
SH
SOLE
21122
0
0
KELLOGG CO COM
Common
487836108
301
4625
SH
SOLE
4625
0
0
KIMBERLY CLARK CORP COM
Common
494368103
460
4175
SH
SOLE
4175
0
0
KRAFT HEINZ CO COM STK
Common
500754106
360
5772
SH
SOLE
5772
0
0
LILLY ELI & CO COM
Common
532457108
291
3758
SH
SOLE
3758
0
0
LOCKHEED MARTIN CORP COM
Common
539830109
1114
3297
SH
SOLE
3297
0
0
LOWES COMPANIES INC
Common
548661107
386
4400
SH
SOLE
4400
0
0
MCDONALDS CORP
Common
580135101
543
3473
SH
SOLE
3473
0
0
MERCK & CO INC NEW COM
Common
58933Y105
983
18042
SH
SOLE
18042
0
0
MICROSOFT CORP COM
Common
594918104
1392
15247
SH
SOLE
15247
0
0
MONDELEZ INTL INC CL A
Common
609207105
787
18868
SH
SOLE
18868
0
0
NASDAQ INC COM
Common
631103108
224
2600
SH
SOLE
2600
0
0
NEXTERA ENERGY INC COM
Common
65339F101
849
5200
SH
SOLE
5200
0
0
NIKE INC CL B
Common
654106103
1314
19780
SH
SOLE
19780
0
0
NORFOLK SOUTHN CORP COM
Common
655844108
489
3600
SH
SOLE
3600
0
0
NORTHROP GRUMMAN CORP COM
Common
666807102
1277
3721
SH
SOLE
3721
0
0
NOVARTIS AG SPONSORED ADR
Sponsored ADR
66987V109
781
9657
SH
SOLE
9657
0
0
O REILLY AUTOMOTIVE INC NEW COM
Common
67103H107
1040
4206
SH
SOLE
4206
0
0
ORACLE CORP COM
Common
68389X105
383
8380
SH
SOLE
8380
0
0
PEPSICO INC COM
Common
713448108
2987
27363
SH
SOLE
27363
0
0
PFIZER INC COM
Common
717081103
1857
52323
SH
SOLE
52323
0
0
PHILIP MORRIS INTL INC COM
Common
718172109
2549
25641
SH
SOLE
25641
0
0
PHILLIPS 66 COM
Common
718546104
345
3592
SH
SOLE
3592
0
0
POWERSHARES QQQ TR UNIT SER 1
ETF
73935A104
915
5715
SH
SOLE
5715
0
0
PRAXAIR INC COM
Common
74005P104
533
3692
SH
SOLE
3692
0
0
PROCTER & GAMBLE CO COM
Common
742718109
3093
39012
SH
SOLE
39012
0
0
PROSHARES ULTRA DOW30
ETF
74347R305
329
2640
SH
SOLE
2640
0
0
RAYTHEON CO COM NEW
Common
755111507
923
4278
SH
SOLE
4278
0
0
ROYAL DUTCH SHELL PLC SPONSORED ADR RESPTG A SHS
Sponsored ADR
780259206
391
6131
SH
SOLE
6131
0
0
RYDEX ETF TR GUGGENHEIM S&P 500 EQUAL WEIGHT ETF
ETF
78355W106
1061
10665
SH
SOLE
10665
0
0
SCHLUMBERGER LTD COM
Common
806857108
508
7849
SH
SOLE
7849
0
0
SEACOAST BKG CORP FLA COM NEW
Common
811707801
494
18650
SH
SOLE
18650
0
0
SELECT SECTOR SPDR TR ENERGY
ETF
81369Y506
270
4000
SH
SOLE
4000
0
0
SELECT SECTOR SPDR TR INDL
ETF
81369Y704
494
6650
SH
SOLE
6650
0
0
SPRAGUE RES LP COM UNIT REPSTG LTD PARTNER INT
Common
849343108
402
16850
SH
SOLE
16850
0
0
STATE STR CORP COM
Common
857477103
1745
17500
SH
SOLE
17500
0
0
SYSCO CORP COM
Common
871829107
600
10000
SH
SOLE
10000
0
0
THERMO FISHER SCIENTIFIC INC COM
Common
883556102
1476
7150
SH
SOLE
7150
0
0
TORONTO DOMINION BK NEW
Common
891160509
3929
69118
SH
SOLE
69118
0
0
UGI CORP NEW
Common
902681105
200
4500
SH
SOLE
4500
0
0
UNION PAC CORP COM
Common
907818108
1539
11450
SH
SOLE
11450
0
0
UNITED TECHNOLOGIES CORP COM
Common
913017109
802
6376
SH
SOLE
6376
0
0
VERIZON COMMUNICATIONS INC COM
Common
92343V104
1444
30201
SH
SOLE
30201
0
0
VISA INC COM CL A
Common
92826C839
478
4000
SH
SOLE
4000
0
0
WALMART INC COM
Common
931142103
480
5400
SH
SOLE
5400
0
0
WATERS CORP
Common
941848103
576
2900
SH
SOLE
2900
0
0
WEC ENERGY GROUP INC COM
Common
92939U106
682
10871
SH
SOLE
10871
0
0
WELLS FARGO & CO NEW COM
Common
949746101
617
11781
SH
SOLE
11781
0
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ZIMMER BIOMET HLDGS INC COM
Common
98956P102
251
2300
SH
SOLE
2300
0
0